Merge pull request #156 from eitchtee/dev

fix(transactions): paying transaction doesn't trigger update rules

.env.example

@@ -1,6 +1,7 @@
 SERVER_NAME=wygiwyh_server
 DB_NAME=wygiwyh_pg
-PROCRASTINATE_NAME=wygiwyh_procrastinate
+
+TZ=UTC # Change to your timezone. This only affects some async tasks.
 
 DEBUG=false
 URL = https://...
@@ -23,3 +24,5 @@ WEB_CONCURRENCY=4
 ENABLE_SOFT_DELETE=false
 # If ENABLE_SOFT_DELETE is true, transactions deleted for more than KEEP_DELETED_TRANSACTIONS_FOR days will be truly deleted. Set to 0 to keep all.
 KEEP_DELETED_TRANSACTIONS_FOR=365
+
+TASK_WORKERS=1 # This only work if you're using the single container option. Increase to have more open queues via procrastinate, you probably don't need to increase this.

.github/workflows/release.yml

@@ -2,7 +2,20 @@ name: Release Pipeline
 
 on:
   release:
-    types: [created]
+    types: [ created ]
+  push:
+    branches: [ main ]
+  workflow_dispatch:
+    inputs:
+      tag:
+        description: 'Custom tag name for the image'
+        required: true
+        type: string
+      ref:
+        description: 'Git ref to checkout (branch, tag, or SHA)'
+        required: true
+        default: 'main'
+        type: string
 
 env:
   IMAGE_NAME: wygiwyh
@@ -16,6 +29,13 @@ jobs:
     steps:
       - name: Checkout code
         uses: actions/checkout@v4
+        with:
+          ref: ${{ github.event.inputs.ref }}
+        if: github.event_name == 'workflow_dispatch'
+
+      - name: Checkout code (non-manual)
+        uses: actions/checkout@v4
+        if: github.event_name != 'workflow_dispatch'
 
       - name: Log in to Docker Hub
         uses: docker/login-action@65b78e6e13532edd9afa3aa52ac7964289d1a9c1
@@ -29,16 +49,49 @@ jobs:
       - name: Set up Docker Buildx
         uses: docker/setup-buildx-action@v3
 
-      - name: Build and push image
+      - name: Build and push nightly image
+        if: github.event_name == 'push'
         uses: docker/build-push-action@v6
         with:
           context: .
           file: ./docker/prod/django/Dockerfile
           push: true
           provenance: false
+          build-args: |
+            VERSION=nightly
+          tags: ${{ secrets.DOCKERHUB_USERNAME }}/${{ env.IMAGE_NAME }}:nightly
+          platforms: linux/amd64,linux/arm64
+          cache-from: type=gha
+          cache-to: type=gha,mode=max
+
+      - name: Build and push release image
+        if: github.event_name == 'release'
+        uses: docker/build-push-action@v6
+        with:
+          context: .
+          file: ./docker/prod/django/Dockerfile
+          push: true
+          provenance: false
+          build-args: |
+            VERSION=${{ github.event.release.tag_name }}
           tags: |
             ${{ secrets.DOCKERHUB_USERNAME }}/${{ env.IMAGE_NAME }}:latest
             ${{ secrets.DOCKERHUB_USERNAME }}/${{ env.IMAGE_NAME }}:${{ github.event.release.tag_name }}
           platforms: linux/amd64,linux/arm64
           cache-from: type=gha
           cache-to: type=gha,mode=max
+
+      - name: Build and push custom image
+        if: github.event_name == 'workflow_dispatch'
+        uses: docker/build-push-action@v6
+        with:
+          context: .
+          file: ./docker/prod/django/Dockerfile
+          push: true
+          provenance: false
+          build-args: |
+            VERSION=${{ github.event.inputs.tag }}
+          tags: ${{ secrets.DOCKERHUB_USERNAME }}/${{ env.IMAGE_NAME }}:${{ github.event.inputs.tag }}
+          platforms: linux/amd64,linux/arm64
+          cache-from: type=gha
+          cache-to: type=gha,mode=max

README.md

@@ -79,6 +79,9 @@ $ docker compose up -d
 $ docker compose exec -it web python manage.py createsuperuser
 ```
 
+> [!NOTE]
+> If you're using Unraid, you don't need to follow these steps, use the app on the store. Make sure to read the [Unraid section](#unraid) and [Environment Variables](#environment-variables) for an explanation of all available variables
+
 ## Running locally
 
 If you want to run WYGIWYH locally, on your env file:
@@ -90,13 +93,12 @@ If you want to run WYGIWYH locally, on your env file:
 You can now access localhost:OUTBOUND_PORT
 
 > [!NOTE]
-> If you're planning on running this behind Tailscale or other similar service also add your machine given IP to `DJANGO_ALLOWED_HOSTS`
+> - If you're planning on running this behind Tailscale or other similar service also add your machine given IP to `DJANGO_ALLOWED_HOSTS`
+> - If you're going to use another IP that isn't localhost, add it to `DJANGO_ALLOWED_HOSTS`, without `http://`
 
-> [!NOTE]
-> If you're going to use another IP that isn't localhost, add it to `DJANGO_ALLOWED_HOSTS`, without `http://`
 
-## Building from source
-Features are only added to main when ready, if you want to run the latest version, you must build from source.
+## Latest changes
+Features are only added to `main` when ready, if you want to run the latest version, you must build from source or use the `:nightly` tag on docker. Keep in mind that there can be undocumented breaking changes.
 
 All the required Dockerfiles are [here](https://github.com/eitchtee/WYGIWYH/tree/main/docker/prod).
 
@@ -104,442 +106,33 @@ All the required Dockerfiles are [here](https://github.com/eitchtee/WYGIWYH/tree
 
 [nwithan8](https://github.com/nwithan8) has kindly provided a Unraid template for WYGIWYH, have a look at the [unraid_templates](https://github.com/nwithan8/unraid_templates) repo.
 
-WYGIWYH and WYGIWYH--Procrastinate should be available on the Unraid Store. You need both for all features.
+WYGIWYH is available on the Unraid Store. You'll need to provision your own postgres (version 15 or up) database.
+
+To create the first user, open the container's console using Unraid's UI, by clicking on WYGIWYH icon on the Docker page and selecting `Console`, then type `python manage.py createsuperuser`, you'll them be prompted to input your e-mail and password.
+
+## Environment Variables
+
+| variable                      | type        | default                           | explanation                                                                                                                                                                                                                              |
+|-------------------------------|-------------|-----------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
+| DJANGO_ALLOWED_HOSTS          | string      | localhost 127.0.0.1               | A list of space separated domains and IPs representing the host/domain names that WYGIWYH site can serve. [Click here](https://docs.djangoproject.com/en/5.1/ref/settings/#allowed-hosts) for more details                               |
+| HTTPS_ENABLED                 | true\|false | false                             | Whether to use secure cookies. If this is set to true, the cookie will be marked as “secure”, which means browsers may ensure that the cookie is only sent under an HTTPS connection                                                     |
+|              URL              | string      | http://localhost http://127.0.0.1 | A list of space separated domains and IPs (with the protocol) representing the trusted origins for unsafe requests (e.g. POST). [Click here](https://docs.djangoproject.com/en/5.1/ref/settings/#csrf-trusted-origins ) for more details |
+| SECRET_KEY                    | string      | ""                                | This is used to provide cryptographic signing, and should be set to a unique, unpredictable value.                                                                                                                                       |
+| DEBUG                         | true\|false | false                             | Turns DEBUG mode on or off, this is useful to gather more data about possible errors you're having. Don't use in production.                                                                                                             |
+| SQL_DATABASE                  | string      | None *required                    | The name of your postgres database                                                                                                                                                                                                       |
+| SQL_USER                      | string      | user                              | The username used to connect to your postgres database                                                                                                                                                                                   |
+| SQL_PASSWORD                  | string      | password                          | The password used to connect to your postgres database                                                                                                                                                                                   |
+| SQL_HOST                      | string      | localhost                         | The address used to connect to your postgres database                                                                                                                                                                                    |
+| SQL_PORT                      | string      | 5432                              | The port used to connect to your postgres database                                                                                                                                                                                       |
+| SESSION_EXPIRY_TIME           | int         | 2678400 (31 days)                 | The age of session cookies, in seconds. E.g. how long you will stay logged in                                                                                                                                                            |
+| ENABLE_SOFT_DELETE            | true\|false | false                             | Whether to enable transactions soft delete, if enabled, deleted transactions will remain in the database. Useful for imports and avoiding duplicate entries.                                                                             |
+| KEEP_DELETED_TRANSACTIONS_FOR | int         | 365                               | Time in days to keep soft deleted transactions for. If 0, will keep all transactions indefinitely. Only works if ENABLE_SOFT_DELETE is true.                                                                                             |
+| TASK_WORKERS                  | int         | 1                                 | How many workers to have for async tasks. One should be enough for most use cases                                                                                                                                                        |
 
 # How it works
 
-## Models
+Check out our [Wiki](https://github.com/eitchtee/WYGIWYH/wiki) for more information.
 
-### Transactions
-
-Transactions are the core feature of WYGIWYH, representing expenses or income in your accounts. Each transaction consists of the following fields:
-
-#### Type
-
-- **Income**: A positive amount entering your account
-- **Expense**: A negative amount exiting your account
-
-#### Paid Status
-
-A transaction can be either:
-
-- **Current**: When marked as paid
-- **Projected**: When marked as unpaid
-
-#### Account
-
-The account associated with the transaction. Required, limited to one account per transaction.
-
-#### Entity
-
-The party involved in the transaction:
-
-- For **Income**: The paying entity
-- For **Expense**: The receiving entity
-
-Optional field.
-
-#### Date
-
-The date when the transaction occurred. Required.
-
-#### Reference Date
-
-One of **WYGIWYH**'s key features. The reference date determines which month a transaction should count towards. For example, you can have a transaction that occurred on January 26th count towards February's finances.
-
-Optional - defaults to the transaction date's month if not specified.
-
-> [!CAUTION]
-> While designed primarily for credit card closing dates, this feature allows for debt rolling across months. Use responsibly to maintain accurate financial tracking.
-
-#### Type
-
-- Income, meaning a positive amount (usually) entering your account
-- Expense, meaning a negative amount exiting your account
-
-#### Description
-
-The name or purpose of the transaction. Required.
-
-#### Amount
-
-The monetary value of the transaction. Required.
-
-#### Category
-
-The primary classification of the transaction. Optional.
-
-#### Tags
-
-Additional labels for transaction categorization. Optional.
-
-#### Notes
-
-Additional information about the transaction. Optional.
-
-![img_4.png](.github/img/readme_transaction.png)
-
-### Installment Plan
-
-An Installment Plan is a helper model that generates a series of recurring transactions over a fixed period.
-
-#### Core Fields
-
-- **Account**: The account for all transactions in the plan. Required.
-- **Entity**: The paying or receiving party for all transactions. Optional.
-- **Description**: The name of the installment plan, used for all transactions. Required.
-- **Notes**: Additional information applied to all transactions. Optional.
-
-#### Installment Configuration
-
-- **Number of Installments**: Total number of transactions to create (e.g., 1/10, 2/10)
-- **Installment Start**: Initial counting point
-- **Start Date**: Date of the first transaction
-- **Reference Date**: Reference date for the first transaction
-- **Recurrence**: Frequency of transactions (e.g., Monthly)
-
-![img_1.png](.github/img/readme_installment_plan.png)
-
-### Transaction Details
-
-- **Amount**: Value for each transaction. Required.
-- **Category**: Primary classification for all transactions. Optional.
-- **Tags**: Labels applied to all transactions. Optional.
-
-### Recurring Transaction
-A Recurring Transaction is a helper model that generates recurring transactions indefinitely or until a certain date.
-
-#### Core Fields
-
-- **Account**: The account for all transactions in the plan. Required.
-- **Entity**: The paying or receiving party for all transactions. Optional.
-- **Description**: The name of the recurring transaction, used for all transactions. Required.
-- **Notes**: Additional information applied to all transactions. Optional.
-
-#### Recurring Transaction Configuration
-
-- **Start Date**: Date of the first transaction. Required.
-- **Reference Date**: Reference date for the first transaction. Optional.
-- **Recurrence Type**: Frequency of transactions (e.g., Monthly). Required.
-- **Recurrence Interval**: The interval between transactions (e.g. every 1 month, every 2 weeks, etc.). Required.
-- **End date**: When new transactions should stop being created. Optional.
-
-#### Transaction Details
-
-- **Amount**: Value for each transaction. Required.
-- **Category**: Primary classification for all transactions. Optional.
-- **Tags**: Labels applied to all transactions. Optional.
-
-#### Other information
-
-- Recurring transactions are checked and created every midnight using Procrastinate.
-- **WYGIWYH** tries to keep at most **6** future transactions created at any time.
-- If you delete a recurring transaction it will not be recreated.
-- You can stop or pause a recurring transaction at any time on the config page (/recurring-trasanctions/)
-
-![img_3.png](.github/img/readme_recurring_transaction.png)
-
-### Account
-
-Accounts represent different financial entities where transactions occur. They have the following attributes:
-
-- **Name**: A unique identifier for the account.
-- **Group**: An optional [account group](#account-groups) the account belongs to for organizational purposes.
-- **Currency**: The primary [currency](#currency) of the account.
-- **Exchange Currency**: An optional currency used for exchange rate calculations.
-- **Is Asset**: A boolean indicating if the account is considered an asset (counts towards net worth).
-- **Is Archived**: A boolean indicating if the account is archived (doesn't show up in active lists or count towards net worth).
-
-### Account Groups
-
-Account Groups are used to organize accounts into logical categories. They consist of:
-
-- **Name**: A unique identifier for the group.
-
-### Currency
-
-Currencies represent different monetary units. They include:
-
-* **Code**: A unique identifier for the currency (e.g., USD, EUR).
-* **Name**: The full name of the currency.
-* **Decimal Place**: The number of decimal places used for the currency.
-* **Prefix**: An optional symbol or text that comes before the amount.
-* **Suffix**: An optional symbol or text that comes after the amount.
-
-### Exchange Rate
-
-Exchange Rates store conversion rates between currencies:
-
-* **From Currency**: The source currency.
-* **To Currency**: The target currency.
-* **Rate**: The conversion rate.
-* **Date**: The date the rate was recorded or is valid for.
-
-### Category
-
-Categories are used to classify transactions:
-
-* **Name**: A unique identifier for the category.
-* **Muted**: Muted categories won't count towards your monthly total.
-* **Active**: A boolean indicating if the category is currently in use. This will disable its use on new transactions.
-
-### Tag
-
-Tags provide additional labeling for transactions:
-
-* **Name**: A unique identifier for the tag.
-* **Active**: A boolean indicating if the category is currently in use. This will disable its use on new transactions.
-
-### Entity
-
-Entities represent parties involved in transactions:
-
-* **Name**: A unique identifier for the entity.
-* **Active**: A boolean indicating if the entity is currently in use. This will disable its use on new transactions.
-
----
-
-## Helper actions
-
-### Transfer
-
-A transfer happens when you move a monetary value from one account to another. This will create two transactions, one expense and one income with the values set by the user.
-
-Contrary to other finance trackers, due to our multi-currency support, **WYGIWYH**'s transfer system allows for non-zero transfers.
-
-![img.png](.github/img/readme_transfer.png)
-
-### Balance (Account Reconciliation)
-
-A balance is a easy way of updating your accounts balance. It creates a transaction with the difference between the balance currently in **WYGIWYH** and the new balance informed by you.
-
-This can be useful for savings accounts or other interest accruing investments.![img_2.png](.github/img/readme_balance.png)
-
----
-
-## Views
-
-### Monthly
-
-The Monthly view provides an overview of your financial activity for a specific month. It includes:
-
-* Total income and expenses for the month
-* Daily spending allowance calculation
-* List of transactions for the month
-
-> [!NOTE]
-> Reference dates are taken into account here.
-
-### Yearly by currency
-
-This view gives you a yearly summary of your finances grouped by currency. It shows:
-
-* Total income and expenses for each currency
-* Monthly breakdown of income and expenses
-
-### Yearly by account
-
-Similar to the [yearly by currency](#yearly-by-currency) view, but groups the data by account instead.
-
-### Calendar
-
-The Calendar view presents your transactions in a monthly calendar format, allowing you to see your financial activity day by day. It includes:
-
-* Visual representation of daily transaction totals
-* Ability to view details of transactions for each day
-
-> [!NOTE]
-> Reference dates are **not** taken into account here.
-
-### Networh
-
-#### Current
-
-The Current Net Worth view shows your present financial standing, including:
-
-* Total value of all asset accounts
-* Breakdown of assets by account and currency
-* Historical net worth trend
-
-#### Projected
-
-The Projected Net Worth view estimates your future financial position based on current data and recurring transactions. It includes:
-
-* Your total net worth with projected and current transactions
-* Breakdown of assets by account and currency
-* Historical and future net worth trend
-
-### All Transactions
-
-This view provides a comprehensive list of all transactions across all accounts. Features include:
-
-* Advanced filtering and sorting options
-* Detailed information
-
-You can use this to see how much you spent on a given category, or a given day, etc..
-
-### Configuration and Management
-
-#### Management
-The Management section in the navbar allows you to add and edit most elements of WYGIWYH, including:
-
-* Accounts and Groups
-* Currencies and Exchange Rates
-* Categories, Tags and Entities
-* Rules
-
-#### User Settings
-
-WYGIWYH allows users to personalize their experience through customizable settings. Each user can configure:
-
-* **Language**: Choose your preferred interface language.
-* **Timezone**: Set your local timezone for accurate date and time display.
-* **Start Page**: Select which page you want to see first when you log in.
-* **Sound Preferences**: Toggle sound effects on or off.
-* **Amount Display**: Choose to show or hide monetary amounts by default.
-
-To access and modify these settings:
-
-1. Click on your username in the top-right corner of the page.
-2. Select "Settings" from the dropdown menu.
-3. Adjust your preferences as desired.
-4. Click "Save" to apply your changes.
-
-These settings ensure that WYGIWYH adapts to your personal preferences and working style.
-
-#### Django Admin
-From here you can also access Django's own admin site.
-
-> [!WARNING]
-> Most side effects aren't triggered from the admin.
-> Only use it if you know what you're doing or were told by a developer to do so.
-
----
-
-## Tools
-
-### Calculator
-
-The calculator is a floating widget that can be toggled by clicking the calculator icon on the navbar or by pressing <kbd>Alt</kbd> + <kbd>C</kbd> on any page.
-
-It allows for any math expression supported by [math.js](https://mathjs.org).
-
-![calculator](.github/img/readme_calculator.gif)
-
-### Dollar Cost Average Tracker
-
-The DCA Tracker can be accessed from the navbar's **Tools** menu.
-
-It allows for tracking DCA strategies and getting helpful information and insights.
-
-> [!IMPORTANT]
-> Currently DCA exists separately from your main transactions. You will need to add your entries manually.
-
-<img src=".github/img/readme_dca_1.png" width="45%"></img> <img src=".github/img/readme_dca_2.png" width="45%"></img>
-
-### Unit Price Calculator
-
-The Unit Price Calculator can be accessed from the navbar's **Tools** menu.
-
-This is a self-contained tool for comparing and finding the most cost-efficient item quickly and easily.
-
-Input the price and the amount of each item, the cheapeast will be highlighted in green, and the most expensive in red.
-
-You can add additional items by clicking the _Add_ button at the end of the page.
-
-> [!NOTE]
-> This doesn't do unit convertion. The amount of all items needs to be on the same the unit for proper functioning.
-
-![img.png](.github/img/readme_unit_price_calculator.png)
-
-### Currency Converter
-
-The Currency Converter is a tool that allows you to quickly convert amounts between different currencies.
-
-> [!NOTE]
-> There's no external Exchange Rate fetching. This uses the Exchange Rates configured in the [Management](#configuration-and-management) page for [Exchange Rates](#exchange-rate)
-
-## Automation
-
-### API
-
-WYGIWYH has a comprehensive API, it's documentation can be accessed on `<your-wygiwyh-url>/api/docs/`
-
-> [!NOTE]
-> While the API works, there's still much to be added to it to equipare functionality with the main web app.
-
-### Transaction Rules
-
-Transaction Rules are a powerful feature in WYGIWYH that allow for automatic modification of transactions based on specified criteria. This can save time and ensure consistency in your financial tracking.
-
-Key Aspects of Transaction Rules:
-
-* **Conditions**: Set specific criteria that a transaction must meet for the rule to apply. This can include attributes like description, amount, account, etc.
-* **Actions**: Define what changes should be made to a transaction when the conditions are met. This can include setting categories, tags, or modifying other fields.
-* **Activation Options**: Rules can be set to apply when transactions are created, updated, or both.
-
-#### Actions and Conditions
-
-When creating a new rule, you will need to add a Condition and, later, Actions.
-
-Both use a limited subset of Python, via [SimpleEval](https://github.com/danthedeckie/simpleeval).
-
-The Condition must evaluate to True or False, and the Action must evaluate to a value that will be set on the selected field.
-
-You may use any of the available [variables](#available-variables) and [functions](#available-functions).
-
-#### Available variables
-
-* `account_name`
-* `account_id`
-* `account_group_name`
-* `account_group_id`
-* `is_asset_account`
-* `is_archived_account`
-* `category_name`
-* `category_id`
-* `tag_names`
-* `tag_ids`
-* `entities_names`
-* `entities_ids`
-* `is_expense`
-* `is_income`
-* `is_paid`
-* `description`
-* `amount`
-* `notes`
-* `date`
-* `reference_date`
-
-#### Available functions
-
-* `relativedelta`
-
-#### Examples
-
-Add a tag to an income transaction if it happens in a specific account
-
-```
-If...
-account_name == "My Investing Account" and is_income
-
-Then...
-Set Tags to
-tag_names + ["Yield"]
-```
-
----
-
-Move credit card transactions to next month when they happen at a cutoff date
-
-```
-If...
-account_name == "My credit card" and date.day >= 26 and reference_date.month == date.month
-
-Then...
-Set Reference Date to
-reference_date + relativedelta(months=1)).replace(day=1)
-```
 # Caveats and Warnings
 
 - I'm not an accountant, some terms and even calculations might be wrong. Make sure to open an issue if you see anything that could be improved.

app/WYGIWYH/settings.py

@@ -31,10 +31,8 @@ SECRET_KEY = os.getenv("SECRET_KEY", "")
 # SECURITY WARNING: don't run with debug turned on in production!
 DEBUG = os.getenv("DEBUG", "false").lower() == "true"
 
-ALLOWED_HOSTS = os.environ.get("DJANGO_ALLOWED_HOSTS", "localhost 127.0.0.1").split(" ")
-CSRF_TRUSTED_ORIGINS = os.environ.get("URL", "http://localhost http://127.0.0.1").split(
-    " "
-)
+ALLOWED_HOSTS = os.getenv("DJANGO_ALLOWED_HOSTS", "localhost 127.0.0.1").split(" ")
+CSRF_TRUSTED_ORIGINS = os.getenv("URL", "http://localhost http://127.0.0.1").split(" ")
 
 # Application definition
 
@@ -77,6 +75,7 @@ INSTALLED_APPS = [
 ]
 
 MIDDLEWARE = [
+    "django_browser_reload.middleware.BrowserReloadMiddleware",
     "apps.common.middleware.thread_local.ThreadLocalMiddleware",
     "debug_toolbar.middleware.DebugToolbarMiddleware",
     "django.middleware.security.SecurityMiddleware",
@@ -89,7 +88,6 @@ MIDDLEWARE = [
     "apps.common.middleware.localization.LocalizationMiddleware",
     "django.contrib.messages.middleware.MessageMiddleware",
     "django.middleware.clickjacking.XFrameOptionsMiddleware",
-    "django_browser_reload.middleware.BrowserReloadMiddleware",
     "hijack.middleware.HijackUserMiddleware",
 ]
 
@@ -128,11 +126,11 @@ WSGI_APPLICATION = "WYGIWYH.wsgi.application"
 DATABASES = {
     "default": {
         "ENGINE": "django.db.backends.postgresql",
-        "NAME": os.environ.get("SQL_DATABASE"),
-        "USER": os.environ.get("SQL_USER", "user"),
-        "PASSWORD": os.environ.get("SQL_PASSWORD", "password"),
-        "HOST": os.environ.get("SQL_HOST", "localhost"),
-        "PORT": os.environ.get("SQL_PORT", "5432"),
+        "NAME": os.getenv("SQL_DATABASE"),
+        "USER": os.getenv("SQL_USER", "user"),
+        "PASSWORD": os.getenv("SQL_PASSWORD", "password"),
+        "HOST": os.getenv("SQL_HOST", "localhost"),
+        "PORT": os.getenv("SQL_PORT", "5432"),
     }
 }
 
@@ -168,7 +166,7 @@ LANGUAGES = (
     ("pt-br", "Português (Brasil)"),
 )
 
-TIME_ZONE = "UTC"
+TIME_ZONE = os.getenv("TZ", "UTC")
 
 USE_I18N = True
 
@@ -222,7 +220,7 @@ SESSION_COOKIE_SECURE = os.getenv("HTTPS_ENABLED", "false").lower() == "true"
 
 DEBUG_TOOLBAR_CONFIG = {
     "ROOT_TAG_EXTRA_ATTRS": "hx-preserve",
-    "SHOW_TOOLBAR_CALLBACK": lambda r: False,  # disables it}
+    # "SHOW_TOOLBAR_CALLBACK": lambda r: False,  # disables it
 }
 DEBUG_TOOLBAR_PANELS = [
     "debug_toolbar.panels.history.HistoryPanel",
@@ -279,29 +277,32 @@ if "procrastinate" in sys.argv:
         "version": 1,
         "disable_existing_loggers": False,
         "formatters": {
-            "procrastinate": {
-                "format": "%(asctime)s %(levelname)-7s %(name)s %(message)s"
+            "standard": {
+                "format": "[%(asctime)s] - %(levelname)s - %(name)s - %(message)s",
+                "datefmt": "%Y-%m-%d %H:%M:%S",
             },
         },
         "handlers": {
             "procrastinate": {
-                "level": "DEBUG",
+                "level": "INFO",
                 "class": "logging.StreamHandler",
-                "formatter": "procrastinate",
+                "formatter": "standard",
             },
             "console": {
                 "class": "logging.StreamHandler",
+                "formatter": "standard",
+                "level": "INFO",
             },
         },
         "loggers": {
             "procrastinate": {
                 "handlers": ["procrastinate"],
-                "level": "INFO",
                 "propagate": False,
             },
             "root": {
                 "handlers": ["console"],
                 "level": "INFO",
+                "propagate": False,
             },
         },
     }
@@ -310,24 +311,25 @@ else:
         "version": 1,
         "disable_existing_loggers": False,
         "formatters": {
-            "procrastinate": {
-                "format": "%(asctime)s %(levelname)-7s %(name)s %(message)s"
+            "standard": {
+                "format": "[%(asctime)s] - %(levelname)s - %(name)s - %(message)s",
+                "datefmt": "%Y-%m-%d %H:%M:%S",
             },
         },
         "handlers": {
-            "procrastinate": {
-                "level": "DEBUG",
-                "class": "logging.StreamHandler",
-                "formatter": "procrastinate",
-            },
             "console": {
                 "class": "logging.StreamHandler",
+                "formatter": "standard",
+                "level": "INFO",
+            },
+            "procrastinate": {
+                "level": "INFO",
+                "class": "logging.StreamHandler",
             },
         },
         "loggers": {
             "procrastinate": {
                 "handlers": None,
-                "level": "INFO",
                 "propagate": False,
             },
             "root": {
@@ -388,3 +390,4 @@ PWA_SERVICE_WORKER_PATH = BASE_DIR / "templates" / "pwa" / "serviceworker.js"
 
 ENABLE_SOFT_DELETE = os.getenv("ENABLE_SOFT_DELETE", "false").lower() == "true"
 KEEP_DELETED_TRANSACTIONS_FOR = int(os.getenv("KEEP_DELETED_ENTRIES_FOR", "365"))
+APP_VERSION = os.getenv("APP_VERSION", "unknown")

app/apps/common/tasks.py

@@ -1,5 +1,8 @@
 import logging
 
+from asgiref.sync import sync_to_async
+from django.core import management
+
 from procrastinate import builtin_tasks
 from procrastinate.contrib.django import app
 
@@ -8,7 +11,7 @@ logger = logging.getLogger(__name__)
 
 
 @app.periodic(cron="0 4 * * *")
-@app.task(queueing_lock="remove_old_jobs", pass_context=True)
+@app.task(queueing_lock="remove_old_jobs", pass_context=True, name="remove_old_jobs")
 async def remove_old_jobs(context, timestamp):
     try:
         return await builtin_tasks.remove_old_jobs(
@@ -24,3 +27,16 @@ async def remove_old_jobs(context, timestamp):
             exc_info=True,
         )
         raise e
+
+
+@app.periodic(cron="0 6 1 * *")
+@app.task(queueing_lock="remove_expired_sessions", name="remove_expired_sessions")
+async def remove_expired_sessions(timestamp=None):
+    """Cleanup expired sessions by using Django management command."""
+    try:
+        await sync_to_async(management.call_command)("clearsessions", verbosity=0)
+    except Exception:
+        logger.error(
+            "Error while executing 'remove_expired_sessions' task",
+            exc_info=True,
+        )

app/apps/common/templatetags/markdown.py

@@ -0,0 +1,52 @@
+from typing import Optional
+
+import mistune
+from django import template
+from django.utils.safestring import mark_safe
+from mistune import HTMLRenderer, Markdown, BlockParser, InlineParser, safe_entity
+from mistune.plugins.formatting import strikethrough as plugin_strikethrough
+from mistune.plugins.url import url as plugin_url
+
+
+register = template.Library()
+
+
+class CustomRenderer(HTMLRenderer):
+    def link(self, text: str, url: str, title: Optional[str] = None) -> str:
+        s = '<a rel="nofollow" target="_blank" href="' + self.safe_url(url) + '"'
+        if title:
+            s += ' title="' + safe_entity(title) + '"'
+        return s + ">" + text + "</a>"
+
+    def paragraph(self, text: str) -> str:
+        return text + "\n"
+
+    def softbreak(self) -> str:
+        return "\n"
+
+    def blank_line(self) -> str:
+        return "\n"
+
+
+block = BlockParser()
+block.rules = ["blank_line"]
+inline = InlineParser(hard_wrap=False)
+inline.rules = [
+    "emphasis",
+    "link",
+    "auto_link",
+    "auto_email",
+    "linebreak",
+    "softbreak",
+]
+markdown = Markdown(
+    renderer=CustomRenderer(escape=False),
+    block=block,
+    inline=inline,
+    plugins=[plugin_strikethrough, plugin_url],
+)
+
+
+@register.filter(name="limited_markdown")
+def limited_markdown(value):
+    return mark_safe(markdown(value))

app/apps/common/templatetags/settings.py

@@ -0,0 +1,9 @@
+from django import template
+from django.conf import settings
+
+register = template.Library()
+
+
+@register.simple_tag(name="settings")
+def settings_value(name):
+    return getattr(settings, name, "")

app/apps/currencies/admin.py

@@ -1,6 +1,6 @@
 from django.contrib import admin
 
-from apps.currencies.models import Currency, ExchangeRate
+from apps.currencies.models import Currency, ExchangeRate, ExchangeRateService
 
 
 @admin.register(Currency)
@@ -11,4 +11,19 @@ class CurrencyAdmin(admin.ModelAdmin):
         return super().formfield_for_dbfield(db_field, request, **kwargs)
 
 
+@admin.register(ExchangeRateService)
+class ExchangeRateServiceAdmin(admin.ModelAdmin):
+    list_display = [
+        "name",
+        "service_type",
+        "is_active",
+        "interval_type",
+        "fetch_interval",
+        "last_fetch",
+    ]
+    list_filter = ["is_active", "service_type"]
+    search_fields = ["name"]
+    filter_horizontal = ["target_currencies"]
+
+
 admin.site.register(ExchangeRate)

app/apps/currencies/exchange_rates/base.py

@@ -0,0 +1,30 @@
+from abc import ABC, abstractmethod
+from decimal import Decimal
+from typing import List, Tuple, Optional
+from django.db.models import QuerySet
+
+from apps.currencies.models import Currency
+
+
+class ExchangeRateProvider(ABC):
+    rates_inverted = False
+
+    def __init__(self, api_key: Optional[str] = None):
+        self.api_key = api_key
+
+    @abstractmethod
+    def get_rates(
+        self, target_currencies: QuerySet, exchange_currencies: set
+    ) -> List[Tuple[Currency, Currency, Decimal]]:
+        """Fetch exchange rates for multiple currency pairs"""
+        raise NotImplementedError("Subclasses must implement get_rates method")
+
+    @classmethod
+    def requires_api_key(cls) -> bool:
+        """Return True if the service requires an API key"""
+        return True
+
+    @staticmethod
+    def invert_rate(rate: Decimal) -> Decimal:
+        """Invert the given rate."""
+        return Decimal("1") / rate

app/apps/currencies/exchange_rates/fetcher.py

@@ -0,0 +1,223 @@
+import logging
+from datetime import timedelta
+
+from django.db.models import QuerySet
+from django.utils import timezone
+
+from apps.currencies.exchange_rates.providers import (
+    SynthFinanceProvider,
+    CoinGeckoFreeProvider,
+    CoinGeckoProProvider,
+)
+from apps.currencies.models import ExchangeRateService, ExchangeRate, Currency
+
+logger = logging.getLogger(__name__)
+
+
+# Map service types to provider classes
+PROVIDER_MAPPING = {
+    "synth_finance": SynthFinanceProvider,
+    "coingecko_free": CoinGeckoFreeProvider,
+    "coingecko_pro": CoinGeckoProProvider,
+}
+
+
+class ExchangeRateFetcher:
+    def _should_fetch_at_hour(service: ExchangeRateService, current_hour: int) -> bool:
+        """Check if service should fetch rates at given hour based on interval type."""
+        try:
+            if service.interval_type == ExchangeRateService.IntervalType.NOT_ON:
+                blocked_hours = ExchangeRateService._parse_hour_ranges(
+                    service.fetch_interval
+                )
+                should_fetch = current_hour not in blocked_hours
+                logger.info(
+                    f"NOT_ON check for {service.name}: "
+                    f"current_hour={current_hour}, "
+                    f"blocked_hours={blocked_hours}, "
+                    f"should_fetch={should_fetch}"
+                )
+                return should_fetch
+
+            if service.interval_type == ExchangeRateService.IntervalType.ON:
+                allowed_hours = ExchangeRateService._parse_hour_ranges(
+                    service.fetch_interval
+                )
+
+                should_fetch = current_hour in allowed_hours
+
+                logger.info(
+                    f"ON check for {service.name}: "
+                    f"current_hour={current_hour}, "
+                    f"allowed_hours={allowed_hours}, "
+                    f"should_fetch={should_fetch}"
+                )
+
+                return should_fetch
+
+            if service.interval_type == ExchangeRateService.IntervalType.EVERY:
+                try:
+                    interval_hours = int(service.fetch_interval)
+
+                    if service.last_fetch is None:
+                        return True
+
+                    # Round down to nearest hour
+                    now = timezone.now().replace(minute=0, second=0, microsecond=0)
+                    last_fetch = service.last_fetch.replace(
+                        minute=0, second=0, microsecond=0
+                    )
+
+                    hours_since_last = (now - last_fetch).total_seconds() / 3600
+                    should_fetch = hours_since_last >= interval_hours
+
+                    logger.info(
+                        f"EVERY check for {service.name}: "
+                        f"hours_since_last={hours_since_last:.1f}, "
+                        f"interval={interval_hours}, "
+                        f"should_fetch={should_fetch}"
+                    )
+                    return should_fetch
+                except ValueError:
+                    logger.error(
+                        f"Invalid EVERY interval format for {service.name}: "
+                        f"expected single number, got '{service.fetch_interval}'"
+                    )
+                    return False
+
+            return False
+
+        except ValueError as e:
+            logger.error(f"Error parsing fetch_interval for {service.name}: {e}")
+            return False
+
+    @staticmethod
+    def fetch_due_rates(force: bool = False) -> None:
+        """
+        Fetch rates for all services that are due for update.
+        Args:
+            force (bool): If True, fetches all active services regardless of their schedule.
+        """
+        services = ExchangeRateService.objects.filter(is_active=True)
+        current_time = timezone.now().astimezone()
+        current_hour = current_time.hour
+
+        for service in services:
+            try:
+                if force:
+                    logger.info(f"Force fetching rates for {service.name}")
+                    ExchangeRateFetcher._fetch_service_rates(service)
+                    continue
+
+                # Check if service should fetch based on interval type
+                if ExchangeRateFetcher._should_fetch_at_hour(service, current_hour):
+                    logger.info(
+                        f"Fetching rates for {service.name}. "
+                        f"Last fetch: {service.last_fetch}, "
+                        f"Interval type: {service.interval_type}, "
+                        f"Current hour: {current_hour}"
+                    )
+                    ExchangeRateFetcher._fetch_service_rates(service)
+                else:
+                    logger.debug(
+                        f"Skipping {service.name}. "
+                        f"Current hour: {current_hour}, "
+                        f"Interval type: {service.interval_type}, "
+                        f"Fetch interval: {service.fetch_interval}"
+                    )
+
+            except Exception as e:
+                logger.error(f"Error checking fetch schedule for {service.name}: {e}")
+
+    @staticmethod
+    def _get_unique_currency_pairs(
+        service: ExchangeRateService,
+    ) -> tuple[QuerySet, set]:
+        """
+        Get unique currency pairs from both target_currencies and target_accounts
+        Returns a tuple of (target_currencies QuerySet, exchange_currencies set)
+        """
+        # Get currencies from target_currencies
+        target_currencies = set(service.target_currencies.all())
+
+        # Add currencies from target_accounts
+        for account in service.target_accounts.all():
+            if account.currency and account.exchange_currency:
+                target_currencies.add(account.currency)
+
+        # Convert back to QuerySet for compatibility with existing code
+        target_currencies_qs = Currency.objects.filter(
+            id__in=[curr.id for curr in target_currencies]
+        )
+
+        # Get unique exchange currencies
+        exchange_currencies = set()
+
+        # From target_currencies
+        for currency in target_currencies:
+            if currency.exchange_currency:
+                exchange_currencies.add(currency.exchange_currency)
+
+        # From target_accounts
+        for account in service.target_accounts.all():
+            if account.exchange_currency:
+                exchange_currencies.add(account.exchange_currency)
+
+        return target_currencies_qs, exchange_currencies
+
+    @staticmethod
+    def _fetch_service_rates(service: ExchangeRateService) -> None:
+        """Fetch rates for a specific service"""
+        try:
+            provider = service.get_provider()
+
+            # Check if API key is required but missing
+            if provider.requires_api_key() and not service.api_key:
+                logger.error(f"API key required but not provided for {service.name}")
+                return
+
+            # Get unique currency pairs from both sources
+            target_currencies, exchange_currencies = (
+                ExchangeRateFetcher._get_unique_currency_pairs(service)
+            )
+
+            # Skip if no currencies to process
+            if not target_currencies or not exchange_currencies:
+                logger.info(f"No currency pairs to process for service {service.name}")
+                return
+
+            rates = provider.get_rates(target_currencies, exchange_currencies)
+
+            # Track processed currency pairs to avoid duplicates
+            processed_pairs = set()
+
+            for from_currency, to_currency, rate in rates:
+                # Create a unique identifier for this currency pair
+                pair_key = (from_currency.id, to_currency.id)
+                if pair_key in processed_pairs:
+                    continue
+
+                if provider.rates_inverted:
+                    # If rates are inverted, we need to swap currencies
+                    ExchangeRate.objects.create(
+                        from_currency=to_currency,
+                        to_currency=from_currency,
+                        rate=rate,
+                        date=timezone.now(),
+                    )
+                    processed_pairs.add((to_currency.id, from_currency.id))
+                else:
+                    # If rates are not inverted, we can use them as is
+                    ExchangeRate.objects.create(
+                        from_currency=from_currency,
+                        to_currency=to_currency,
+                        rate=rate,
+                        date=timezone.now(),
+                    )
+                    processed_pairs.add((from_currency.id, to_currency.id))
+
+            service.last_fetch = timezone.now()
+            service.save()
+
+        except Exception as e:
+            logger.error(f"Error fetching rates for {service.name}: {e}")

app/apps/currencies/exchange_rates/providers.py

@@ -0,0 +1,152 @@
+import logging
+import time
+
+import requests
+from decimal import Decimal
+from typing import Tuple, List
+
+from django.db.models import QuerySet
+
+from apps.currencies.models import Currency
+from apps.currencies.exchange_rates.base import ExchangeRateProvider
+
+logger = logging.getLogger(__name__)
+
+
+class SynthFinanceProvider(ExchangeRateProvider):
+    """Implementation for Synth Finance API (synthfinance.com)"""
+
+    BASE_URL = "https://api.synthfinance.com/rates/live"
+    rates_inverted = False  # SynthFinance returns non-inverted rates
+
+    def __init__(self, api_key: str = None):
+        super().__init__(api_key)
+        self.session = requests.Session()
+        self.session.headers.update({"Authorization": f"Bearer {self.api_key}"})
+
+    def get_rates(
+        self, target_currencies: QuerySet, exchange_currencies: set
+    ) -> List[Tuple[Currency, Currency, Decimal]]:
+        results = []
+        currency_groups = {}
+        for currency in target_currencies:
+            if currency.exchange_currency in exchange_currencies:
+                group = currency_groups.setdefault(currency.exchange_currency.code, [])
+                group.append(currency)
+
+        for base_currency, currencies in currency_groups.items():
+            try:
+                to_currencies = ",".join(
+                    currency.code
+                    for currency in currencies
+                    if currency.code != base_currency
+                )
+                response = self.session.get(
+                    f"{self.BASE_URL}",
+                    params={"from": base_currency, "to": to_currencies},
+                )
+                response.raise_for_status()
+                data = response.json()
+                rates = data["data"]["rates"]
+
+                for currency in currencies:
+                    if currency.code == base_currency:
+                        rate = Decimal("1")
+                    else:
+                        rate = Decimal(str(rates[currency.code]))
+                    # Return the rate as is, without inversion
+                    results.append((currency.exchange_currency, currency, rate))
+
+                credits_used = data["meta"]["credits_used"]
+                credits_remaining = data["meta"]["credits_remaining"]
+                logger.info(
+                    f"Synth Finance API call: {credits_used} credits used, {credits_remaining} remaining"
+                )
+            except requests.RequestException as e:
+                logger.error(
+                    f"Error fetching rates from Synth Finance API for base {base_currency}: {e}"
+                )
+            except KeyError as e:
+                logger.error(
+                    f"Unexpected response structure from Synth Finance API for base {base_currency}: {e}"
+                )
+            except Exception as e:
+                logger.error(
+                    f"Unexpected error processing Synth Finance data for base {base_currency}: {e}"
+                )
+        return results
+
+
+class CoinGeckoFreeProvider(ExchangeRateProvider):
+    """Implementation for CoinGecko Free API"""
+
+    BASE_URL = "https://api.coingecko.com/api/v3"
+    rates_inverted = True
+
+    def __init__(self, api_key: str):
+        super().__init__(api_key)
+        self.session = requests.Session()
+        self.session.headers.update({"x-cg-demo-api-key": api_key})
+
+    @classmethod
+    def requires_api_key(cls) -> bool:
+        return True
+
+    def get_rates(
+        self, target_currencies: QuerySet, exchange_currencies: set
+    ) -> List[Tuple[Currency, Currency, Decimal]]:
+        results = []
+        all_currencies = set(currency.code.lower() for currency in target_currencies)
+        all_currencies.update(currency.code.lower() for currency in exchange_currencies)
+
+        try:
+            response = self.session.get(
+                f"{self.BASE_URL}/simple/price",
+                params={
+                    "ids": ",".join(all_currencies),
+                    "vs_currencies": ",".join(all_currencies),
+                },
+            )
+            response.raise_for_status()
+            rates_data = response.json()
+
+            for target_currency in target_currencies:
+                if target_currency.exchange_currency in exchange_currencies:
+                    try:
+                        rate = Decimal(
+                            str(
+                                rates_data[target_currency.code.lower()][
+                                    target_currency.exchange_currency.code.lower()
+                                ]
+                            )
+                        )
+                        # The rate is already inverted, so we don't need to invert it again
+                        results.append(
+                            (target_currency.exchange_currency, target_currency, rate)
+                        )
+                    except KeyError:
+                        logger.error(
+                            f"Rate not found for {target_currency.code} or {target_currency.exchange_currency.code}"
+                        )
+                    except Exception as e:
+                        logger.error(
+                            f"Error calculating rate for {target_currency.code}: {e}"
+                        )
+
+            time.sleep(1)  # CoinGecko allows 10-30 calls/minute for free tier
+        except requests.RequestException as e:
+            logger.error(f"Error fetching rates from CoinGecko API: {e}")
+
+        return results
+
+
+class CoinGeckoProProvider(CoinGeckoFreeProvider):
+    """Implementation for CoinGecko Pro API"""
+
+    BASE_URL = "https://pro-api.coingecko.com/api/v3/simple/price"
+    rates_inverted = True
+
+    def __init__(self, api_key: str):
+        super().__init__(api_key)
+        self.session = requests.Session()
+        self.session.headers.update({"x-cg-pro-api-key": api_key})

app/apps/currencies/forms.py

@@ -1,6 +1,7 @@
+from crispy_bootstrap5.bootstrap5 import Switch
 from crispy_forms.bootstrap import FormActions
 from crispy_forms.helper import FormHelper
-from crispy_forms.layout import Layout
+from crispy_forms.layout import Layout, Row, Column
 from django import forms
 from django.forms import CharField
 from django.utils.translation import gettext_lazy as _
@@ -9,7 +10,7 @@ from apps.common.widgets.crispy.submit import NoClassSubmit
 from apps.common.widgets.datepicker import AirDateTimePickerInput
 from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
 from apps.common.widgets.tom_select import TomSelect
-from apps.currencies.models import Currency, ExchangeRate
+from apps.currencies.models import Currency, ExchangeRate, ExchangeRateService
 
 
 class CurrencyForm(forms.ModelForm):
@@ -99,3 +100,54 @@ class ExchangeRateForm(forms.ModelForm):
                     ),
                 ),
             )
+
+
+class ExchangeRateServiceForm(forms.ModelForm):
+    class Meta:
+        model = ExchangeRateService
+        fields = [
+            "name",
+            "service_type",
+            "is_active",
+            "api_key",
+            "interval_type",
+            "fetch_interval",
+            "target_currencies",
+            "target_accounts",
+        ]
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+        self.helper.layout = Layout(
+            "name",
+            "service_type",
+            Switch("is_active"),
+            "api_key",
+            Row(
+                Column("interval_type", css_class="form-group col-md-6"),
+                Column("fetch_interval", css_class="form-group col-md-6"),
+            ),
+            "target_currencies",
+            "target_accounts",
+        )
+
+        if self.instance and self.instance.pk:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+        else:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )

app/apps/currencies/migrations/0007_exchangerateservice.py

@@ -0,0 +1,32 @@
+# Generated by Django 5.1.5 on 2025-02-02 20:35
+
+import django.core.validators
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0006_currency_exchange_currency'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='ExchangeRateService',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(max_length=255, unique=True, verbose_name='Service Name')),
+                ('service_type', models.CharField(choices=[('synth_finance', 'Synth Finance'), ('coingecko', 'CoinGecko')], max_length=255, verbose_name='Service Type')),
+                ('is_active', models.BooleanField(default=True, verbose_name='Active')),
+                ('api_key', models.CharField(blank=True, help_text='API key for the service (if required)', max_length=255, null=True, verbose_name='API Key')),
+                ('fetch_interval_hours', models.PositiveIntegerField(default=24, validators=[django.core.validators.MinValueValidator(1)], verbose_name='Fetch Interval (hours)')),
+                ('last_fetch', models.DateTimeField(blank=True, null=True, verbose_name='Last Successful Fetch')),
+                ('target_currencies', models.ManyToManyField(help_text='Select currencies to fetch exchange rates for. Rates will be fetched for each currency against their exchange_currency.', related_name='exchange_services', to='currencies.currency', verbose_name='Target Currencies')),
+            ],
+            options={
+                'verbose_name': 'Exchange Rate Service',
+                'verbose_name_plural': 'Exchange Rate Services',
+                'ordering': ['name'],
+            },
+        ),
+    ]

app/apps/currencies/migrations/0008_exchangerateservice_target_accounts_and_more.py

@@ -0,0 +1,24 @@
+# Generated by Django 5.1.5 on 2025-02-03 01:52
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0008_alter_account_name'),
+        ('currencies', '0007_exchangerateservice'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='exchangerateservice',
+            name='target_accounts',
+            field=models.ManyToManyField(help_text="Select accounts to fetch exchange rates for. Rates will be fetched for each account's currency against their set exchange currency.", related_name='exchange_services', to='accounts.account', verbose_name='Target Accounts'),
+        ),
+        migrations.AlterField(
+            model_name='exchangerateservice',
+            name='target_currencies',
+            field=models.ManyToManyField(help_text='Select currencies to fetch exchange rates for. Rates will be fetched for each currency against their set exchange currency.', related_name='exchange_services', to='currencies.currency', verbose_name='Target Currencies'),
+        ),
+    ]

app/apps/currencies/migrations/0009_alter_exchangerateservice_target_accounts_and_more.py

@@ -0,0 +1,24 @@
+# Generated by Django 5.1.5 on 2025-02-03 01:55
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0008_alter_account_name'),
+        ('currencies', '0008_exchangerateservice_target_accounts_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='exchangerateservice',
+            name='target_accounts',
+            field=models.ManyToManyField(blank=True, help_text="Select accounts to fetch exchange rates for. Rates will be fetched for each account's currency against their set exchange currency.", related_name='exchange_services', to='accounts.account', verbose_name='Target Accounts'),
+        ),
+        migrations.AlterField(
+            model_name='exchangerateservice',
+            name='target_currencies',
+            field=models.ManyToManyField(blank=True, help_text='Select currencies to fetch exchange rates for. Rates will be fetched for each currency against their set exchange currency.', related_name='exchange_services', to='currencies.currency', verbose_name='Target Currencies'),
+        ),
+    ]

app/apps/currencies/migrations/0010_alter_currency_code.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.5 on 2025-02-03 03:17
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0009_alter_exchangerateservice_target_accounts_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='currency',
+            name='code',
+            field=models.CharField(max_length=255, verbose_name='Currency Code'),
+        ),
+    ]

app/apps/currencies/migrations/0011_remove_exchangerateservice_fetch_interval_hours_and_more.py

@@ -0,0 +1,32 @@
+# Generated by Django 5.1.5 on 2025-02-07 02:02
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0010_alter_currency_code'),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name='exchangerateservice',
+            name='fetch_interval_hours',
+        ),
+        migrations.AddField(
+            model_name='exchangerateservice',
+            name='fetch_interval',
+            field=models.CharField(default='24', max_length=1000, verbose_name='Interval'),
+        ),
+        migrations.AddField(
+            model_name='exchangerateservice',
+            name='interval_type',
+            field=models.CharField(choices=[('on', 'On'), ('every', 'Every X hours'), ('not_on', 'Not on')], default='every', max_length=255, verbose_name='Interval Type'),
+        ),
+        migrations.AlterField(
+            model_name='exchangerateservice',
+            name='service_type',
+            field=models.CharField(choices=[('synth_finance', 'Synth Finance'), ('coingecko_free', 'CoinGecko (Demo/Free)'), ('coingecko_pro', 'CoinGecko (Pro)')], max_length=255, verbose_name='Service Type'),
+        ),
+    ]

app/apps/currencies/models.py

@@ -1,11 +1,18 @@
+import logging
+from typing import Set
+
 from django.core.exceptions import ValidationError
 from django.core.validators import MaxValueValidator, MinValueValidator
 from django.db import models
 from django.utils.translation import gettext_lazy as _
 
+logger = logging.getLogger(__name__)
+
 
 class Currency(models.Model):
-    code = models.CharField(max_length=10, unique=True, verbose_name=_("Currency Code"))
+    code = models.CharField(
+        max_length=255, unique=False, verbose_name=_("Currency Code")
+    )
     name = models.CharField(max_length=50, verbose_name=_("Currency Name"), unique=True)
     decimal_places = models.PositiveIntegerField(
         default=2,
@@ -78,3 +85,155 @@ class ExchangeRate(models.Model):
                 raise ValidationError(
                     {"to_currency": _("From and To currencies cannot be the same.")}
                 )
+
+
+class ExchangeRateService(models.Model):
+    """Configuration for exchange rate services"""
+
+    class ServiceType(models.TextChoices):
+        SYNTH_FINANCE = "synth_finance", "Synth Finance"
+        COINGECKO_FREE = "coingecko_free", "CoinGecko (Demo/Free)"
+        COINGECKO_PRO = "coingecko_pro", "CoinGecko (Pro)"
+
+    class IntervalType(models.TextChoices):
+        ON = "on", _("On")
+        EVERY = "every", _("Every X hours")
+        NOT_ON = "not_on", _("Not on")
+
+    name = models.CharField(max_length=255, unique=True, verbose_name=_("Service Name"))
+    service_type = models.CharField(
+        max_length=255, choices=ServiceType.choices, verbose_name=_("Service Type")
+    )
+    is_active = models.BooleanField(default=True, verbose_name=_("Active"))
+    api_key = models.CharField(
+        max_length=255,
+        blank=True,
+        null=True,
+        verbose_name=_("API Key"),
+        help_text=_("API key for the service (if required)"),
+    )
+    interval_type = models.CharField(
+        max_length=255,
+        choices=IntervalType.choices,
+        verbose_name=_("Interval Type"),
+        default=IntervalType.EVERY,
+    )
+    fetch_interval = models.CharField(
+        max_length=1000, verbose_name=_("Interval"), default="24"
+    )
+    last_fetch = models.DateTimeField(
+        null=True, blank=True, verbose_name=_("Last Successful Fetch")
+    )
+
+    target_currencies = models.ManyToManyField(
+        Currency,
+        verbose_name=_("Target Currencies"),
+        help_text=_(
+            "Select currencies to fetch exchange rates for. Rates will be fetched for each currency against their set exchange currency."
+        ),
+        related_name="exchange_services",
+        blank=True,
+    )
+
+    target_accounts = models.ManyToManyField(
+        "accounts.Account",
+        verbose_name=_("Target Accounts"),
+        help_text=_(
+            "Select accounts to fetch exchange rates for. Rates will be fetched for each account's currency against their set exchange currency."
+        ),
+        related_name="exchange_services",
+        blank=True,
+    )
+
+    class Meta:
+        verbose_name = _("Exchange Rate Service")
+        verbose_name_plural = _("Exchange Rate Services")
+        ordering = ["name"]
+
+    def __str__(self):
+        return self.name
+
+    def get_provider(self):
+        from apps.currencies.exchange_rates.fetcher import PROVIDER_MAPPING
+
+        provider_class = PROVIDER_MAPPING[self.service_type]
+        return provider_class(self.api_key)
+
+    @staticmethod
+    def _parse_hour_ranges(interval_str: str) -> Set[int]:
+        """
+        Parse hour ranges and individual hours from string.
+
+        Valid formats:
+        - Single hours: "1,5,9"
+        - Ranges: "1-5"
+        - Mixed: "1-5,8,10-12"
+
+        Returns set of hours.
+        """
+        hours = set()
+
+        for part in interval_str.strip().split(","):
+            part = part.strip()
+            if "-" in part:
+                start, end = part.split("-")
+                start, end = int(start), int(end)
+                if not (0 <= start <= 23 and 0 <= end <= 23):
+                    raise ValueError("Hours must be between 0 and 23")
+                if start > end:
+                    raise ValueError(f"Invalid range: {start}-{end}")
+                hours.update(range(start, end + 1))
+            else:
+                hour = int(part)
+                if not 0 <= hour <= 23:
+                    raise ValueError("Hours must be between 0 and 23")
+                hours.add(hour)
+
+        return hours
+
+    def clean(self):
+        super().clean()
+        try:
+            if self.interval_type == self.IntervalType.EVERY:
+                if not self.fetch_interval.isdigit():
+                    raise ValidationError(
+                        {
+                            "fetch_interval": _(
+                                "'Every X hours' interval type requires a positive integer."
+                            )
+                        }
+                    )
+                hours = int(self.fetch_interval)
+                if hours < 0 or hours > 23:
+                    raise ValidationError(
+                        {
+                            "fetch_interval": _(
+                                "'Every X hours' interval must be between 0 and 23."
+                            )
+                        }
+                    )
+            else:
+                try:
+                    # Parse and validate hour ranges
+                    hours = self._parse_hour_ranges(self.fetch_interval)
+                    # Store in normalized format (optional)
+                    self.fetch_interval = ",".join(str(h) for h in sorted(hours))
+                except ValueError as e:
+                    raise ValidationError(
+                        {
+                            "fetch_interval": _(
+                                "Invalid hour format. Use comma-separated hours (0-23) "
+                                "and/or ranges (e.g., '1-5,8,10-12')."
+                            )
+                        }
+                    )
+        except ValidationError:
+            raise
+        except Exception as e:
+            raise ValidationError(
+                {
+                    "fetch_interval": _(
+                        "Invalid format. Please check the requirements for your selected interval type."
+                    )
+                }
+            )

app/apps/currencies/tasks.py

@@ -0,0 +1,30 @@
+import logging
+
+from procrastinate.contrib.django import app
+
+from apps.currencies.exchange_rates.fetcher import ExchangeRateFetcher
+
+logger = logging.getLogger(__name__)
+
+
+@app.periodic(cron="0 * * * *")  # Run every hour
+@app.task(name="automatic_fetch_exchange_rates")
+def automatic_fetch_exchange_rates(timestamp=None):
+    """Fetch exchange rates for all due services"""
+    fetcher = ExchangeRateFetcher()
+
+    try:
+        fetcher.fetch_due_rates()
+    except Exception as e:
+        logger.error(e, exc_info=True)
+
+
+@app.task(name="manual_fetch_exchange_rates")
+def manual_fetch_exchange_rates(timestamp=None):
+    """Fetch exchange rates for all due services"""
+    fetcher = ExchangeRateFetcher()
+
+    try:
+        fetcher.fetch_due_rates(force=True)
+    except Exception as e:
+        logger.error(e, exc_info=True)

app/apps/currencies/urls.py

@@ -34,4 +34,34 @@ urlpatterns = [
         views.exchange_rate_delete,
         name="exchange_rate_delete",
     ),
+    path(
+        "automatic-exchange-rates/",
+        views.exchange_rates_services_index,
+        name="automatic_exchange_rates_index",
+    ),
+    path(
+        "automatic-exchange-rates/list/",
+        views.exchange_rates_services_list,
+        name="automatic_exchange_rates_list",
+    ),
+    path(
+        "automatic-exchange-rates/add/",
+        views.exchange_rate_service_add,
+        name="automatic_exchange_rate_add",
+    ),
+    path(
+        "automatic-exchange-rates/force-fetch/",
+        views.exchange_rate_service_force_fetch,
+        name="automatic_exchange_rate_force_fetch",
+    ),
+    path(
+        "automatic-exchange-rates/<int:pk>/edit/",
+        views.exchange_rate_service_edit,
+        name="automatic_exchange_rate_edit",
+    ),
+    path(
+        "automatic-exchange-rates/<int:pk>/delete/",
+        views.exchange_rate_service_delete,
+        name="automatic_exchange_rate_delete",
+    ),
 ]

app/apps/currencies/views/__init__.py

@@ -1,2 +1,3 @@
 from .currencies import *
 from .exchange_rates import *
+from .exchange_rates_services import *

app/apps/currencies/views/exchange_rates.py

@@ -27,17 +27,17 @@ def exchange_rates_index(request):
 @require_http_methods(["GET"])
 def exchange_rates_list(request):
     pairings = (
-        ExchangeRate.objects.values("from_currency__code", "to_currency__code")
+        ExchangeRate.objects.values("from_currency__name", "to_currency__name")
         .distinct()
         .annotate(
             pair=Concat(
-                "from_currency__code",
+                "from_currency__name",
                 Value(" x "),
-                "to_currency__code",
+                "to_currency__name",
                 output_field=CharField(),
             )
         )
-        .values_list("pair", "from_currency__code", "to_currency__code")
+        .values_list("pair", "from_currency__name", "to_currency__name")
     )
 
     return render(
@@ -56,7 +56,7 @@ def exchange_rates_list_pair(request):
 
     if from_currency and to_currency:
         exchange_rates = ExchangeRate.objects.filter(
-            from_currency__code=from_currency, to_currency__code=to_currency
+            from_currency__name=from_currency, to_currency__name=to_currency
         ).order_by("-date")
     else:
         exchange_rates = ExchangeRate.objects.all().order_by("-date")

app/apps/currencies/views/exchange_rates_services.py

@@ -0,0 +1,122 @@
+from django.contrib import messages
+from django.contrib.auth.decorators import login_required
+from django.db.models import CharField, Value
+from django.db.models.functions import Concat
+from django.http import HttpResponse
+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.currencies.forms import ExchangeRateForm, ExchangeRateServiceForm
+from apps.currencies.models import ExchangeRate, ExchangeRateService
+from apps.currencies.tasks import manual_fetch_exchange_rates
+
+
+@login_required
+@require_http_methods(["GET"])
+def exchange_rates_services_index(request):
+    return render(
+        request,
+        "exchange_rates_services/pages/index.html",
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def exchange_rates_services_list(request):
+    services = ExchangeRateService.objects.all()
+
+    return render(
+        request,
+        "exchange_rates_services/fragments/list.html",
+        {"services": services},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def exchange_rate_service_add(request):
+    if request.method == "POST":
+        form = ExchangeRateServiceForm(request.POST)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Service added successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas",
+                },
+            )
+    else:
+        form = ExchangeRateServiceForm()
+
+    return render(
+        request,
+        "exchange_rates_services/fragments/add.html",
+        {"form": form},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def exchange_rate_service_edit(request, pk):
+    service = get_object_or_404(ExchangeRateService, id=pk)
+
+    if request.method == "POST":
+        form = ExchangeRateServiceForm(request.POST, instance=service)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Service updated successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas",
+                },
+            )
+    else:
+        form = ExchangeRateServiceForm(instance=service)
+
+    return render(
+        request,
+        "exchange_rates_services/fragments/edit.html",
+        {"form": form, "service": service},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["DELETE"])
+def exchange_rate_service_delete(request, pk):
+    service = get_object_or_404(ExchangeRateService, id=pk)
+
+    service.delete()
+
+    messages.success(request, _("Service deleted successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas",
+        },
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def exchange_rate_service_force_fetch(request):
+    manual_fetch_exchange_rates.defer()
+    messages.success(request, _("Services queued successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "toasts",
+        },
+    )

app/apps/import_app/schemas/v1.py

@@ -47,6 +47,34 @@ class SplitTransformationRule(BaseModel):
     )
 
 
+class AddTransformationRule(BaseModel):
+    type: Literal["add"]
+    field: str = Field(..., description="Field to add to the source value")
+    absolute_values: bool = Field(
+        default=False, description="Use absolute values for addition"
+    )
+    thousand_separator: str = Field(
+        default="", description="Thousand separator character"
+    )
+    decimal_separator: str = Field(
+        default=".", description="Decimal separator character"
+    )
+
+
+class SubtractTransformationRule(BaseModel):
+    type: Literal["subtract"]
+    field: str = Field(..., description="Field to subtract from the source value")
+    absolute_values: bool = Field(
+        default=False, description="Use absolute values for subtraction"
+    )
+    thousand_separator: str = Field(
+        default="", description="Thousand separator character"
+    )
+    decimal_separator: str = Field(
+        default=".", description="Decimal separator character"
+    )
+
+
 class CSVImportSettings(BaseModel):
     skip_errors: bool = Field(
         default=False,
@@ -64,8 +92,22 @@ class CSVImportSettings(BaseModel):
     ]
 
 
+class ExcelImportSettings(BaseModel):
+    skip_errors: bool = Field(
+        default=False,
+        description="If True, errors during import will be logged and skipped",
+    )
+    file_type: Literal["xls", "xlsx"]
+    trigger_transaction_rules: bool = True
+    importing: Literal[
+        "transactions", "accounts", "currencies", "categories", "tags", "entities"
+    ]
+    start_row: int = Field(default=1, description="Where your header is located")
+    sheets: list[str] | str = "*"
+
+
 class ColumnMapping(BaseModel):
-    source: Optional[str] = Field(
+    source: Optional[str] | Optional[list[str]] = Field(
         default=None,
         description="CSV column header. If None, the field will be generated from transformations",
     )
@@ -78,6 +120,8 @@ class ColumnMapping(BaseModel):
             | HashTransformationRule
             | MergeTransformationRule
             | SplitTransformationRule
+            | AddTransformationRule
+            | SubtractTransformationRule
         ]
     ] = Field(default_factory=list)
 
@@ -86,7 +130,6 @@ class TransactionAccountMapping(ColumnMapping):
     target: Literal["account"] = Field(..., description="Transaction field to map to")
     type: Literal["id", "name"] = "name"
     coerce_to: Literal["str|int"] = Field("str|int", frozen=True)
-    required: bool = Field(True, frozen=True)
 
 
 class TransactionTypeMapping(ColumnMapping):
@@ -105,7 +148,6 @@ class TransactionDateMapping(ColumnMapping):
     target: Literal["date"] = Field(..., description="Transaction field to map to")
     format: List[str] | str
     coerce_to: Literal["date"] = Field("date", frozen=True)
-    required: bool = Field(True, frozen=True)
 
 
 class TransactionReferenceDateMapping(ColumnMapping):
@@ -119,7 +161,6 @@ class TransactionReferenceDateMapping(ColumnMapping):
 class TransactionAmountMapping(ColumnMapping):
     target: Literal["amount"] = Field(..., description="Transaction field to map to")
     coerce_to: Literal["positive_decimal"] = Field("positive_decimal", frozen=True)
-    required: bool = Field(True, frozen=True)
 
 
 class TransactionDescriptionMapping(ColumnMapping):
@@ -301,7 +342,7 @@ class CurrencyExchangeMapping(ColumnMapping):
 
 
 class ImportProfileSchema(BaseModel):
-    settings: CSVImportSettings
+    settings: CSVImportSettings | ExcelImportSettings
     mapping: Dict[
         str,
         TransactionAccountMapping

app/apps/import_app/services/v1.py

@@ -3,14 +3,16 @@ import hashlib
 import logging
 import os
 import re
-from datetime import datetime
-from decimal import Decimal
+from datetime import datetime, date
+from decimal import Decimal, InvalidOperation
 from typing import Dict, Any, Literal, Union
 
-import cachalot.api
+import openpyxl
+import xlrd
 import yaml
 from cachalot.api import cachalot_disabled
 from django.utils import timezone
+from openpyxl.utils.exceptions import InvalidFileException
 
 from apps.accounts.models import Account, AccountGroup
 from apps.currencies.models import Currency
@@ -40,7 +42,9 @@ class ImportService:
         self.import_run: ImportRun = import_run
         self.profile: ImportProfile = import_run.profile
         self.config: version_1.ImportProfileSchema = self._load_config()
-        self.settings: version_1.CSVImportSettings = self.config.settings
+        self.settings: version_1.CSVImportSettings | version_1.ExcelImportSettings = (
+            self.config.settings
+        )
         self.deduplication: list[version_1.CompareDeduplicationRule] = (
             self.config.deduplication
         )
@@ -75,6 +79,13 @@ class ImportService:
         self.import_run.logs += log_line
         self.import_run.save(update_fields=["logs"])
 
+        if level == "info":
+            logger.info(log_line)
+        elif level == "warning":
+            logger.warning(log_line)
+        elif level == "error":
+            logger.error(log_line, exc_info=True)
+
     def _update_totals(
         self,
         field: Literal["total", "processed", "successful", "skipped", "failed"],
@@ -129,9 +140,12 @@ class ImportService:
 
         self.import_run.save(update_fields=["status"])
 
-    @staticmethod
     def _transform_value(
-        value: str, mapping: version_1.ColumnMapping, row: Dict[str, str] = None
+        self,
+        value: str,
+        mapping: version_1.ColumnMapping,
+        row: Dict[str, str] = None,
+        mapped_data: Dict[str, Any] = None,
     ) -> Any:
         transformed = value
 
@@ -142,8 +156,12 @@ class ImportService:
                 for field in transform.fields:
                     if field in row:
                         values_to_hash.append(str(row[field]))
-
-                # Create hash from concatenated values
+                    elif (
+                        field.startswith("__")
+                        and mapped_data
+                        and field[2:] in mapped_data
+                    ):
+                        values_to_hash.append(str(mapped_data[field[2:]]))
                 if values_to_hash:
                     concatenated = "|".join(values_to_hash)
                     transformed = hashlib.sha256(concatenated.encode()).hexdigest()
@@ -157,6 +175,7 @@ class ImportService:
                     transformed = transformed.replace(
                         transform.pattern, transform.replacement
                     )
+
             elif transform.type == "regex":
                 if transform.exclusive:
                     transformed = re.sub(
@@ -166,16 +185,25 @@ class ImportService:
                     transformed = re.sub(
                         transform.pattern, transform.replacement, transformed
                     )
+
             elif transform.type == "date_format":
                 transformed = datetime.strptime(
                     transformed, transform.original_format
                 ).strftime(transform.new_format)
+
             elif transform.type == "merge":
                 values_to_merge = []
                 for field in transform.fields:
                     if field in row:
                         values_to_merge.append(str(row[field]))
+                    elif (
+                        field.startswith("__")
+                        and mapped_data
+                        and field[2:] in mapped_data
+                    ):
+                        values_to_merge.append(str(mapped_data[field[2:]]))
                 transformed = transform.separator.join(values_to_merge)
+
             elif transform.type == "split":
                 parts = transformed.split(transform.separator)
                 if transform.index is not None:
@@ -183,6 +211,38 @@ class ImportService:
                 else:
                     transformed = parts
 
+            elif transform.type in ["add", "subtract"]:
+                try:
+                    source_value = Decimal(transformed)
+
+                    # First check row data, then mapped data if not found
+                    field_value = row.get(transform.field)
+                    if field_value is None and transform.field.startswith("__"):
+                        field_value = mapped_data.get(transform.field[2:])
+
+                    if field_value is None:
+                        raise KeyError(
+                            f"Field '{transform.field}' not found in row or mapped data"
+                        )
+
+                    field_value = self._prepare_numeric_value(
+                        str(field_value),
+                        transform.thousand_separator,
+                        transform.decimal_separator,
+                    )
+
+                    if transform.absolute_values:
+                        source_value = abs(source_value)
+                        field_value = abs(field_value)
+
+                    if transform.type == "add":
+                        transformed = str(source_value + field_value)
+                    else:  # subtract
+                        transformed = str(source_value - field_value)
+                except (InvalidOperation, KeyError, AttributeError) as e:
+                    logger.warning(
+                        f"Error in {transform.type} transformation: {e}. Values: {transformed}, {transform.field}"
+                    )
         return transformed
 
     def _create_transaction(self, data: Dict[str, Any]) -> Transaction:
@@ -399,7 +459,7 @@ class ImportService:
 
     def _coerce_type(
         self, value: str, mapping: version_1.ColumnMapping
-    ) -> Union[str, int, bool, Decimal, datetime, list]:
+    ) -> Union[str, int, bool, Decimal, datetime, list, None]:
         if not value:
             return None
 
@@ -434,6 +494,11 @@ class ImportService:
                     version_1.TransactionReferenceDateMapping,
                 ),
             ):
+                if isinstance(value, datetime):
+                    return value.date()
+                elif isinstance(value, date):
+                    return value
+
                 formats = (
                     mapping.format
                     if isinstance(mapping.format, list)
@@ -484,18 +549,30 @@ class ImportService:
 
     def _map_row(self, row: Dict[str, str]) -> Dict[str, Any]:
         mapped_data = {}
-
         for field, mapping in self.mapping.items():
-            # If source is None, use None as the initial value
-            value = row.get(mapping.source) if mapping.source else None
+            value = None
+            if isinstance(mapping.source, str):
+                if mapping.source in row:
+                    value = row[mapping.source]
+                elif (
+                    mapping.source.startswith("__")
+                    and mapping.source[2:] in mapped_data
+                ):
+                    value = mapped_data[mapping.source[2:]]
+            elif isinstance(mapping.source, list):
+                for source in mapping.source:
+                    if source in row:
+                        value = row[source]
+                        break
+                    elif source.startswith("__") and source[2:] in mapped_data:
+                        value = mapped_data[source[2:]]
+                        break
 
-            # Use default_value if value is None
             if value is None:
                 value = mapping.default
 
-            # Apply transformations
             if mapping.transformations:
-                value = self._transform_value(value, mapping, row)
+                value = self._transform_value(value, mapping, row, mapped_data)
 
             value = self._coerce_type(value, mapping)
 
@@ -503,17 +580,29 @@ class ImportService:
                 raise ValueError(f"Required field {field} is missing")
 
             if value is not None:
-                # Remove the prefix from the target field
                 target = mapping.target
                 if self.settings.importing == "transactions":
                     mapped_data[target] = value
                 else:
-                    # Remove the model prefix (e.g., "account_" from "account_name")
                     field_name = target.split("_", 1)[1]
                     mapped_data[field_name] = value
 
         return mapped_data
 
+    @staticmethod
+    def _prepare_numeric_value(
+        value: str, thousand_separator: str, decimal_separator: str
+    ) -> Decimal:
+        # Remove thousand separators
+        if thousand_separator:
+            value = value.replace(thousand_separator, "")
+
+        # Replace decimal separator with dot
+        if decimal_separator != ".":
+            value = value.replace(decimal_separator, ".")
+
+        return Decimal(value)
+
     def _process_row(self, row: Dict[str, str], row_number: int) -> None:
         try:
             mapped_data = self._map_row(row)
@@ -579,6 +668,151 @@ class ImportService:
             for row_number, row in enumerate(reader, start=1):
                 self._process_row(row, row_number)
 
+    def _process_excel(self, file_path):
+        try:
+            if self.settings.file_type == "xlsx":
+                workbook = openpyxl.load_workbook(
+                    file_path, read_only=True, data_only=True
+                )
+                sheets_to_process = (
+                    workbook.sheetnames
+                    if self.settings.sheets == "*"
+                    else (
+                        self.settings.sheets
+                        if isinstance(self.settings.sheets, list)
+                        else [self.settings.sheets]
+                    )
+                )
+
+                # Calculate total rows
+                total_rows = sum(
+                    max(0, workbook[sheet_name].max_row - self.settings.start_row)
+                    for sheet_name in sheets_to_process
+                    if sheet_name in workbook.sheetnames
+                )
+                self._update_totals("total", value=total_rows)
+
+                # Process sheets
+                for sheet_name in sheets_to_process:
+                    if sheet_name not in workbook.sheetnames:
+                        self._log(
+                            "warning",
+                            f"Sheet '{sheet_name}' not found in the Excel file. Skipping.",
+                        )
+                        continue
+
+                    sheet = workbook[sheet_name]
+                    self._log("info", f"Processing sheet: {sheet_name}")
+                    headers = [
+                        str(cell.value or "") for cell in sheet[self.settings.start_row]
+                    ]
+
+                    for row_number, row in enumerate(
+                        sheet.iter_rows(
+                            min_row=self.settings.start_row + 1, values_only=True
+                        ),
+                        start=1,
+                    ):
+                        try:
+                            row_data = {
+                                key: str(value) if value is not None else None
+                                for key, value in zip(headers, row)
+                            }
+                            self._process_row(row_data, row_number)
+                        except Exception as e:
+                            if self.settings.skip_errors:
+                                self._log(
+                                    "warning",
+                                    f"Error processing row {row_number} in sheet '{sheet_name}': {str(e)}",
+                                )
+                                self._increment_totals("failed", value=1)
+                            else:
+                                raise
+
+                workbook.close()
+
+            else:  # xls
+                workbook = xlrd.open_workbook(file_path)
+                sheets_to_process = (
+                    workbook.sheet_names()
+                    if self.settings.sheets == "*"
+                    else (
+                        self.settings.sheets
+                        if isinstance(self.settings.sheets, list)
+                        else [self.settings.sheets]
+                    )
+                )
+                # Calculate total rows
+                total_rows = sum(
+                    max(
+                        0,
+                        workbook.sheet_by_name(sheet_name).nrows
+                        - self.settings.start_row,
+                    )
+                    for sheet_name in sheets_to_process
+                    if sheet_name in workbook.sheet_names()
+                )
+                self._update_totals("total", value=total_rows)
+                # Process sheets
+                for sheet_name in sheets_to_process:
+                    if sheet_name not in workbook.sheet_names():
+                        self._log(
+                            "warning",
+                            f"Sheet '{sheet_name}' not found in the Excel file. Skipping.",
+                        )
+                        continue
+                    sheet = workbook.sheet_by_name(sheet_name)
+                    self._log("info", f"Processing sheet: {sheet_name}")
+                    headers = [
+                        str(sheet.cell_value(self.settings.start_row - 1, col) or "")
+                        for col in range(sheet.ncols)
+                    ]
+                    for row_number in range(self.settings.start_row, sheet.nrows):
+                        try:
+                            row_data = {}
+                            for col, key in enumerate(headers):
+                                cell_type = sheet.cell_type(row_number, col)
+                                cell_value = sheet.cell_value(row_number, col)
+
+                                if cell_type == xlrd.XL_CELL_DATE:
+                                    # Convert Excel date to Python datetime
+                                    try:
+                                        python_date = datetime(
+                                            *xlrd.xldate_as_tuple(
+                                                cell_value, workbook.datemode
+                                            )
+                                        )
+                                        row_data[key] = python_date
+                                    except Exception:
+                                        # If date conversion fails, use the original value
+                                        row_data[key] = (
+                                            str(cell_value)
+                                            if cell_value is not None
+                                            else None
+                                        )
+                                elif cell_value is None:
+                                    row_data[key] = None
+                                else:
+                                    row_data[key] = str(cell_value)
+
+                            self._process_row(
+                                row_data, row_number - self.settings.start_row + 1
+                            )
+                        except Exception as e:
+                            if self.settings.skip_errors:
+                                self._log(
+                                    "warning",
+                                    f"Error processing row {row_number} in sheet '{sheet_name}': {str(e)}",
+                                )
+                                self._increment_totals("failed", value=1)
+                            else:
+                                raise
+
+        except (InvalidFileException, xlrd.XLRDError) as e:
+            raise ValueError(
+                f"Invalid {self.settings.file_type.upper()} file format: {str(e)}"
+            )
+
     def _validate_file_path(self, file_path: str) -> str:
         """
         Validates that the file path is within the allowed temporary directory.
@@ -601,8 +835,10 @@ class ImportService:
             self._log("info", "Starting import process")
 
             try:
-                if self.settings.file_type == "csv":
+                if isinstance(self.settings, version_1.CSVImportSettings):
                     self._process_csv(file_path)
+                elif isinstance(self.settings, version_1.ExcelImportSettings):
+                    self._process_excel(file_path)
 
                 self._update_status("FINISHED")
                 self._log(
@@ -629,4 +865,3 @@ class ImportService:
 
                 self.import_run.finished_at = timezone.now()
                 self.import_run.save(update_fields=["finished_at"])
-        cachalot.api.invalidate()

app/apps/import_app/tasks.py

@@ -1,6 +1,5 @@
 import logging
 
-import cachalot.api
 from procrastinate.contrib.django import app
 
 from apps.import_app.models import ImportRun
@@ -9,13 +8,11 @@ from apps.import_app.services import ImportServiceV1
 logger = logging.getLogger(__name__)
 
 
-@app.task
+@app.task(name="process_import")
 def process_import(import_run_id: int, file_path: str):
     try:
         import_run = ImportRun.objects.get(id=import_run_id)
         import_service = ImportServiceV1(import_run)
         import_service.process_file(file_path)
-        cachalot.api.invalidate()
     except ImportRun.DoesNotExist:
-        cachalot.api.invalidate()
         raise ValueError(f"ImportRun with id {import_run_id} not found")

app/apps/monthly_overview/urls.py

@@ -19,4 +19,19 @@ urlpatterns = [
         views.monthly_summary,
         name="monthly_summary",
     ),
+    path(
+        "monthly/<int:month>/<int:year>/summary/accounts/",
+        views.monthly_account_summary,
+        name="monthly_account_summary",
+    ),
+    path(
+        "monthly/<int:month>/<int:year>/summary/currencies/",
+        views.monthly_currency_summary,
+        name="monthly_currency_summary",
+    ),
+    path(
+        "monthly/summary/select/<str:selected>/",
+        views.monthly_summary_select,
+        name="monthly_summary_select",
+    ),
 ]

app/apps/monthly_overview/views.py

@@ -2,6 +2,7 @@ from django.contrib.auth.decorators import login_required
 from django.db.models import (
     Q,
 )
+from django.http import HttpResponse
 from django.shortcuts import render, redirect
 from django.utils import timezone
 from django.views.decorators.http import require_http_methods
@@ -16,6 +17,7 @@ from apps.transactions.models import Transaction
 from apps.transactions.utils.calculations import (
     calculate_currency_totals,
     calculate_percentage_distribution,
+    calculate_account_totals,
 )
 from apps.transactions.utils.default_ordering import default_order
 
@@ -30,6 +32,9 @@ def index(request):
 @login_required
 @require_http_methods(["GET"])
 def monthly_overview(request, month: int, year: int):
+    order = request.session.get("monthly_transactions_order", "default")
+    summary_tab = request.session.get("monthly_summary_tab", "summary")
+
     if month < 1 or month > 12:
         from django.http import Http404
 
@@ -54,6 +59,8 @@ def monthly_overview(request, month: int, year: int):
             "previous_month": previous_month,
             "previous_year": previous_year,
             "filter": f,
+            "order": order,
+            "summary_tab": summary_tab,
         },
     )
 
@@ -62,7 +69,12 @@ def monthly_overview(request, month: int, year: int):
 @login_required
 @require_http_methods(["GET"])
 def transactions_list(request, month: int, year: int):
-    order = request.GET.get("order")
+    order = request.session.get("monthly_transactions_order", "default")
+
+    if "order" in request.GET:
+        order = request.GET["order"]
+        if order != request.session.get("monthly_transactions_order", "default"):
+            request.session["monthly_transactions_order"] = order
 
     f = TransactionsFilter(request.GET)
     transactions_filtered = (
@@ -79,6 +91,7 @@ def transactions_list(request, month: int, year: int):
             "account__exchange_currency",
             "account__currency",
             "installment_plan",
+            "entities",
         )
     )
 
@@ -122,3 +135,61 @@ def monthly_summary(request, month: int, year: int):
         "monthly_overview/fragments/monthly_summary.html",
         context=context,
     )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def monthly_account_summary(request, month: int, year: int):
+    # Base queryset with all required filters
+    base_queryset = Transaction.objects.filter(
+        reference_date__year=year,
+        reference_date__month=month,
+    ).exclude(Q(category__mute=True) & ~Q(category=None))
+
+    account_data = calculate_account_totals(transactions_queryset=base_queryset.all())
+    account_percentages = calculate_percentage_distribution(account_data)
+
+    context = {
+        "account_data": account_data,
+        "account_percentages": account_percentages,
+    }
+
+    return render(
+        request,
+        "monthly_overview/fragments/monthly_account_summary.html",
+        context=context,
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def monthly_currency_summary(request, month: int, year: int):
+    # Base queryset with all required filters
+    base_queryset = Transaction.objects.filter(
+        reference_date__year=year,
+        reference_date__month=month,
+    ).exclude(Q(category__mute=True) & ~Q(category=None))
+
+    currency_data = calculate_currency_totals(base_queryset.all(), ignore_empty=True)
+    currency_percentages = calculate_percentage_distribution(currency_data)
+
+    context = {
+        "currency_data": currency_data,
+        "currency_percentages": currency_percentages,
+    }
+
+    return render(
+        request, "monthly_overview/fragments/monthly_currency_summary.html", context
+    )
+
+
+@login_required
+@require_http_methods(["GET"])
+def monthly_summary_select(request, selected):
+    request.session["monthly_summary_tab"] = selected
+
+    return HttpResponse(
+        status=204,
+    )

app/apps/rules/admin.py

@@ -1,7 +1,12 @@
 from django.contrib import admin
 
-from apps.rules.models import TransactionRule, TransactionRuleAction
+from apps.rules.models import (
+    TransactionRule,
+    TransactionRuleAction,
+    UpdateOrCreateTransactionRuleAction,
+)
+
 
-# Register your models here.
 admin.site.register(TransactionRule)
 admin.site.register(TransactionRuleAction)
+admin.site.register(UpdateOrCreateTransactionRuleAction)

app/apps/rules/forms.py

@@ -1,15 +1,15 @@
-from crispy_bootstrap5.bootstrap5 import Switch
-from crispy_forms.bootstrap import FormActions
+from crispy_bootstrap5.bootstrap5 import Switch, BS5Accordion
+from crispy_forms.bootstrap import FormActions, AccordionGroup
 from crispy_forms.helper import FormHelper
 from crispy_forms.layout import Layout, Field, Row, Column
 from django import forms
 from django.core.exceptions import ValidationError
 from django.utils.translation import gettext_lazy as _
 
-from apps.rules.models import TransactionRule
-from apps.rules.models import TransactionRuleAction
 from apps.common.widgets.crispy.submit import NoClassSubmit
 from apps.common.widgets.tom_select import TomSelect
+from apps.rules.models import TransactionRule, UpdateOrCreateTransactionRuleAction
+from apps.rules.models import TransactionRuleAction
 
 
 class TransactionRuleForm(forms.ModelForm):
@@ -123,3 +123,255 @@ class TransactionRuleActionForm(forms.ModelForm):
         if commit:
             instance.save()
         return instance
+
+
+class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
+    class Meta:
+        model = UpdateOrCreateTransactionRuleAction
+        exclude = ("rule",)
+        widgets = {
+            "search_account_operator": TomSelect(clear_button=False),
+            "search_type_operator": TomSelect(clear_button=False),
+            "search_is_paid_operator": TomSelect(clear_button=False),
+            "search_date_operator": TomSelect(clear_button=False),
+            "search_reference_date_operator": TomSelect(clear_button=False),
+            "search_amount_operator": TomSelect(clear_button=False),
+            "search_description_operator": TomSelect(clear_button=False),
+            "search_notes_operator": TomSelect(clear_button=False),
+            "search_category_operator": TomSelect(clear_button=False),
+            "search_internal_note_operator": TomSelect(clear_button=False),
+            "search_internal_id_operator": TomSelect(clear_button=False),
+        }
+
+        labels = {
+            "search_account_operator": _("Operator"),
+            "search_type_operator": _("Operator"),
+            "search_is_paid_operator": _("Operator"),
+            "search_date_operator": _("Operator"),
+            "search_reference_date_operator": _("Operator"),
+            "search_amount_operator": _("Operator"),
+            "search_description_operator": _("Operator"),
+            "search_notes_operator": _("Operator"),
+            "search_category_operator": _("Operator"),
+            "search_internal_note_operator": _("Operator"),
+            "search_internal_id_operator": _("Operator"),
+            "search_tags_operator": _("Operator"),
+            "search_entities_operator": _("Operator"),
+            "search_account": _("Account"),
+            "search_type": _("Type"),
+            "search_is_paid": _("Paid"),
+            "search_date": _("Date"),
+            "search_reference_date": _("Reference Date"),
+            "search_amount": _("Amount"),
+            "search_description": _("Description"),
+            "search_notes": _("Notes"),
+            "search_category": _("Category"),
+            "search_internal_note": _("Internal Note"),
+            "search_internal_id": _("Internal ID"),
+            "search_tags": _("Tags"),
+            "search_entities": _("Entities"),
+            "set_account": _("Account"),
+            "set_type": _("Type"),
+            "set_is_paid": _("Paid"),
+            "set_date": _("Date"),
+            "set_reference_date": _("Reference Date"),
+            "set_amount": _("Amount"),
+            "set_description": _("Description"),
+            "set_tags": _("Tags"),
+            "set_entities": _("Entities"),
+            "set_notes": _("Notes"),
+            "set_category": _("Category"),
+            "set_internal_note": _("Internal Note"),
+            "set_internal_id": _("Internal ID"),
+        }
+
+    def __init__(self, *args, **kwargs):
+        self.rule = kwargs.pop("rule", None)
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+
+        self.helper.layout = Layout(
+            BS5Accordion(
+                AccordionGroup(
+                    _("Search Criteria"),
+                    Field("filter", rows=1),
+                    Row(
+                        Column(
+                            Field("search_type_operator"),
+                            css_class="form-group col-md-4",
+                        ),
+                        Column(
+                            Field("search_type", rows=1),
+                            css_class="form-group col-md-8",
+                        ),
+                    ),
+                    Row(
+                        Column(
+                            Field("search_is_paid_operator"),
+                            css_class="form-group col-md-4",
+                        ),
+                        Column(
+                            Field("search_is_paid", rows=1),
+                            css_class="form-group col-md-8",
+                        ),
+                    ),
+                    Row(
+                        Column(
+                            Field("search_account_operator"),
+                            css_class="form-group col-md-4",
+                        ),
+                        Column(
+                            Field("search_account", rows=1),
+                            css_class="form-group col-md-8",
+                        ),
+                    ),
+                    Row(
+                        Column(
+                            Field("search_entities_operator"),
+                            css_class="form-group col-md-4",
+                        ),
+                        Column(
+                            Field("search_entities", rows=1),
+                            css_class="form-group col-md-8",
+                        ),
+                    ),
+                    Row(
+                        Column(
+                            Field("search_date_operator"),
+                            css_class="form-group col-md-4",
+                        ),
+                        Column(
+                            Field("search_date", rows=1),
+                            css_class="form-group col-md-8",
+                        ),
+                    ),
+                    Row(
+                        Column(
+                            Field("search_reference_date_operator"),
+                            css_class="form-group col-md-4",
+                        ),
+                        Column(
+                            Field("search_reference_date", rows=1),
+                            css_class="form-group col-md-8",
+                        ),
+                    ),
+                    Row(
+                        Column(
+                            Field("search_description_operator"),
+                            css_class="form-group col-md-4",
+                        ),
+                        Column(
+                            Field("search_description", rows=1),
+                            css_class="form-group col-md-8",
+                        ),
+                    ),
+                    Row(
+                        Column(
+                            Field("search_amount_operator"),
+                            css_class="form-group col-md-4",
+                        ),
+                        Column(
+                            Field("search_amount", rows=1),
+                            css_class="form-group col-md-8",
+                        ),
+                    ),
+                    Row(
+                        Column(
+                            Field("search_category_operator"),
+                            css_class="form-group col-md-4",
+                        ),
+                        Column(
+                            Field("search_category", rows=1),
+                            css_class="form-group col-md-8",
+                        ),
+                    ),
+                    Row(
+                        Column(
+                            Field("search_tags_operator"),
+                            css_class="form-group col-md-4",
+                        ),
+                        Column(
+                            Field("search_tags", rows=1),
+                            css_class="form-group col-md-8",
+                        ),
+                    ),
+                    Row(
+                        Column(
+                            Field("search_notes_operator"),
+                            css_class="form-group col-md-4",
+                        ),
+                        Column(
+                            Field("search_notes", rows=1),
+                            css_class="form-group col-md-8",
+                        ),
+                    ),
+                    Row(
+                        Column(
+                            Field("search_internal_note_operator"),
+                            css_class="form-group col-md-4",
+                        ),
+                        Column(
+                            Field("search_internal_note", rows=1),
+                            css_class="form-group col-md-8",
+                        ),
+                    ),
+                    Row(
+                        Column(
+                            Field("search_internal_id_operator"),
+                            css_class="form-group col-md-4",
+                        ),
+                        Column(
+                            Field("search_internal_id", rows=1),
+                            css_class="form-group col-md-8",
+                        ),
+                    ),
+                    active=True,
+                ),
+                AccordionGroup(
+                    _("Set Values"),
+                    Field("set_type", rows=1),
+                    Field("set_is_paid", rows=1),
+                    Field("set_account", rows=1),
+                    Field("set_entities", rows=1),
+                    Field("set_date", rows=1),
+                    Field("set_reference_date", rows=1),
+                    Field("set_description", rows=1),
+                    Field("set_amount", rows=1),
+                    Field("set_category", rows=1),
+                    Field("set_tags", rows=1),
+                    Field("set_notes", rows=1),
+                    Field("set_internal_note", rows=1),
+                    Field("set_internal_id", rows=1),
+                    css_class="mb-3",
+                    active=True,
+                ),
+                always_open=True,
+            ),
+        )
+
+        if self.instance and self.instance.pk:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+        else:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+
+    def save(self, commit=True):
+        instance = super().save(commit=False)
+        instance.rule = self.rule
+        if commit:
+            instance.save()
+        return instance

app/apps/rules/migrations/0006_updateorcreatetransactionruleaction.py

@@ -0,0 +1,60 @@
+# Generated by Django 5.1.5 on 2025-02-08 03:16
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0005_alter_transactionruleaction_rule'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='UpdateOrCreateTransactionRuleAction',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('search_account', models.TextField(blank=True, help_text='Expression to match transaction account (ID or name)', verbose_name='Search Account')),
+                ('search_account_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Account Operator')),
+                ('search_type', models.TextField(blank=True, help_text="Expression to match transaction type ('IN' or 'EX')", verbose_name='Search Type')),
+                ('search_type_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Type Operator')),
+                ('search_is_paid', models.TextField(blank=True, help_text='Expression to match transaction paid status', verbose_name='Search Is Paid')),
+                ('search_is_paid_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Is Paid Operator')),
+                ('search_date', models.TextField(blank=True, help_text='Expression to match transaction date', verbose_name='Search Date')),
+                ('search_date_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Date Operator')),
+                ('search_reference_date', models.TextField(blank=True, help_text='Expression to match transaction reference date', verbose_name='Search Reference Date')),
+                ('search_reference_date_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Reference Date Operator')),
+                ('search_amount', models.TextField(blank=True, help_text='Expression to match transaction amount', verbose_name='Search Amount')),
+                ('search_amount_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Amount Operator')),
+                ('search_description', models.TextField(blank=True, help_text='Expression to match transaction description', verbose_name='Search Description')),
+                ('search_description_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='contains', max_length=10, verbose_name='Description Operator')),
+                ('search_notes', models.TextField(blank=True, help_text='Expression to match transaction notes', verbose_name='Search Notes')),
+                ('search_notes_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='contains', max_length=10, verbose_name='Notes Operator')),
+                ('search_category', models.TextField(blank=True, help_text='Expression to match transaction category (ID or name)', verbose_name='Search Category')),
+                ('search_category_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Category Operator')),
+                ('search_internal_note', models.TextField(blank=True, help_text='Expression to match transaction internal note', verbose_name='Search Internal Note')),
+                ('search_internal_note_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Internal Note Operator')),
+                ('search_internal_id', models.TextField(blank=True, help_text='Expression to match transaction internal ID', verbose_name='Search Internal ID')),
+                ('search_internal_id_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Internal ID Operator')),
+                ('set_account', models.TextField(blank=True, help_text='Expression for account to set (ID or name)', verbose_name='Set Account')),
+                ('set_type', models.TextField(blank=True, help_text="Expression for type to set ('IN' or 'EX')", verbose_name='Set Type')),
+                ('set_is_paid', models.TextField(blank=True, help_text='Expression for paid status to set', verbose_name='Set Is Paid')),
+                ('set_date', models.TextField(blank=True, help_text='Expression for date to set', verbose_name='Set Date')),
+                ('set_reference_date', models.TextField(blank=True, help_text='Expression for reference date to set', verbose_name='Set Reference Date')),
+                ('set_amount', models.TextField(blank=True, help_text='Expression for amount to set', verbose_name='Set Amount')),
+                ('set_description', models.TextField(blank=True, help_text='Expression for description to set', verbose_name='Set Description')),
+                ('set_notes', models.TextField(blank=True, help_text='Expression for notes to set', verbose_name='Set Notes')),
+                ('set_internal_note', models.TextField(blank=True, help_text='Expression for internal note to set', verbose_name='Set Internal Note')),
+                ('set_internal_id', models.TextField(blank=True, help_text='Expression for internal ID to set', verbose_name='Set Internal ID')),
+                ('set_category', models.TextField(blank=True, help_text='Expression for category to set (ID or name)', verbose_name='Set Category')),
+                ('set_tags', models.TextField(blank=True, help_text='Expression for tags to set (list of IDs or names)', verbose_name='Set Tags')),
+                ('set_entities', models.TextField(blank=True, help_text='Expression for entities to set (list of IDs or names)', verbose_name='Set Entities')),
+                ('rule', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='update_or_create_transaction_actions', to='rules.transactionrule', verbose_name='Rule')),
+            ],
+            options={
+                'verbose_name': 'pdate or Create Transaction Action',
+                'verbose_name_plural': 'pdate or Create Transaction Action Actions',
+            },
+        ),
+    ]

app/apps/rules/migrations/0007_alter_updateorcreatetransactionruleaction_options_and_more.py

@@ -0,0 +1,22 @@
+# Generated by Django 5.1.5 on 2025-02-08 04:27
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0006_updateorcreatetransactionruleaction'),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name='updateorcreatetransactionruleaction',
+            options={'verbose_name': 'Update or Create Transaction Action', 'verbose_name_plural': 'Update or Create Transaction Action Actions'},
+        ),
+        migrations.AddField(
+            model_name='updateorcreatetransactionruleaction',
+            name='filter',
+            field=models.TextField(blank=True, help_text='Generic expression to enable or disable execution. Should evaluate to True or False', verbose_name='Filter'),
+        ),
+    ]

app/apps/rules/migrations/0008_updateorcreatetransactionruleaction_search_entities_and_more.py

@@ -0,0 +1,33 @@
+# Generated by Django 5.1.5 on 2025-02-08 06:13
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0007_alter_updateorcreatetransactionruleaction_options_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_entities',
+            field=models.TextField(blank=True, help_text='Expression to match transaction entities (list of IDs or names)', verbose_name='Search Entities'),
+        ),
+        migrations.AddField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_entities_operator',
+            field=models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='contains', max_length=10, verbose_name='Entities Operator'),
+        ),
+        migrations.AddField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_tags',
+            field=models.TextField(blank=True, help_text='Expression to match transaction tags (list of IDs or names)', verbose_name='Search Tags'),
+        ),
+        migrations.AddField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_tags_operator',
+            field=models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='contains', max_length=10, verbose_name='Tags Operator'),
+        ),
+    ]

app/apps/rules/migrations/0009_alter_transactionrule_options_and_more.py

@@ -0,0 +1,25 @@
+# Generated by Django 5.1.5 on 2025-02-08 06:40
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0008_updateorcreatetransactionruleaction_search_entities_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name='transactionrule',
+            options={'verbose_name': 'Transaction rule', 'verbose_name_plural': 'Transaction rules'},
+        ),
+        migrations.AlterModelOptions(
+            name='transactionruleaction',
+            options={'verbose_name': 'Edit transaction action', 'verbose_name_plural': 'Edit transaction actions'},
+        ),
+        migrations.AlterModelOptions(
+            name='updateorcreatetransactionruleaction',
+            options={'verbose_name': 'Update or create transaction action', 'verbose_name_plural': 'Update or create transaction actions'},
+        ),
+    ]

app/apps/rules/migrations/0010_alter_updateorcreatetransactionruleaction_search_account_and_more.py

@@ -0,0 +1,138 @@
+# Generated by Django 5.1.6 on 2025-02-09 20:22
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0009_alter_transactionrule_options_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_account',
+            field=models.TextField(blank=True, verbose_name='Search Account'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_amount',
+            field=models.TextField(blank=True, verbose_name='Search Amount'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_category',
+            field=models.TextField(blank=True, verbose_name='Search Category'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_description',
+            field=models.TextField(blank=True, verbose_name='Search Description'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_entities',
+            field=models.TextField(blank=True, verbose_name='Search Entities'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_internal_id',
+            field=models.TextField(blank=True, verbose_name='Search Internal ID'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_internal_note',
+            field=models.TextField(blank=True, verbose_name='Search Internal Note'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_is_paid',
+            field=models.TextField(blank=True, verbose_name='Search Is Paid'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_notes',
+            field=models.TextField(blank=True, verbose_name='Search Notes'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_reference_date',
+            field=models.TextField(blank=True, verbose_name='Search Reference Date'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_tags',
+            field=models.TextField(blank=True, verbose_name='Search Tags'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_type',
+            field=models.TextField(blank=True, verbose_name='Search Type'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='set_account',
+            field=models.TextField(blank=True, verbose_name='Account'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='set_amount',
+            field=models.TextField(blank=True, verbose_name='Amount'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='set_category',
+            field=models.TextField(blank=True, verbose_name='Category'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='set_date',
+            field=models.TextField(blank=True, verbose_name='Date'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='set_description',
+            field=models.TextField(blank=True, verbose_name='Description'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='set_entities',
+            field=models.TextField(blank=True, verbose_name='Entities'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='set_internal_id',
+            field=models.TextField(blank=True, verbose_name='Internal ID'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='set_internal_note',
+            field=models.TextField(blank=True, verbose_name='Internal Note'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='set_is_paid',
+            field=models.TextField(blank=True, verbose_name='Is Paid'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='set_notes',
+            field=models.TextField(blank=True, verbose_name='Notes'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='set_reference_date',
+            field=models.TextField(blank=True, verbose_name='Reference Date'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='set_tags',
+            field=models.TextField(blank=True, verbose_name='Tags'),
+        ),
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='set_type',
+            field=models.TextField(blank=True, verbose_name='Type'),
+        ),
+    ]

app/apps/rules/migrations/0011_alter_updateorcreatetransactionruleaction_set_is_paid.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.6 on 2025-02-09 20:25
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0010_alter_updateorcreatetransactionruleaction_search_account_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='updateorcreatetransactionruleaction',
+            name='set_is_paid',
+            field=models.TextField(blank=True, verbose_name='Paid'),
+        ),
+    ]

app/apps/rules/models.py

@@ -1,4 +1,5 @@
 from django.db import models
+from django.db.models import Q
 from django.utils.translation import gettext_lazy as _
 
 
@@ -10,6 +11,10 @@ class TransactionRule(models.Model):
     description = models.TextField(blank=True, null=True, verbose_name=_("Description"))
     trigger = models.TextField(verbose_name=_("Trigger"))
 
+    class Meta:
+        verbose_name = _("Transaction rule")
+        verbose_name_plural = _("Transaction rules")
+
     def __str__(self):
         return self.name
 
@@ -45,4 +50,350 @@ class TransactionRuleAction(models.Model):
         return f"{self.rule} - {self.field} - {self.value}"
 
     class Meta:
+        verbose_name = _("Edit transaction action")
+        verbose_name_plural = _("Edit transaction actions")
         unique_together = (("rule", "field"),)
+
+
+class UpdateOrCreateTransactionRuleAction(models.Model):
+    """
+    Will attempt to find and update latest matching transaction, or create new if none found.
+    """
+
+    class SearchOperator(models.TextChoices):
+        EXACT = "exact", _("is exactly")
+        CONTAINS = "contains", _("contains")
+        STARTSWITH = "startswith", _("starts with")
+        ENDSWITH = "endswith", _("ends with")
+        EQ = "eq", _("equals")
+        GT = "gt", _("greater than")
+        LT = "lt", _("less than")
+        GTE = "gte", _("greater than or equal")
+        LTE = "lte", _("less than or equal")
+
+    rule = models.ForeignKey(
+        TransactionRule,
+        on_delete=models.CASCADE,
+        related_name="update_or_create_transaction_actions",
+        verbose_name=_("Rule"),
+    )
+
+    filter = models.TextField(
+        verbose_name=_("Filter"),
+        blank=True,
+        help_text=_(
+            "Generic expression to enable or disable execution. Should evaluate to True or False"
+        ),
+    )
+
+    # Search fields with operators
+    search_account = models.TextField(
+        verbose_name="Search Account",
+        blank=True,
+    )
+    search_account_operator = models.CharField(
+        max_length=10,
+        choices=SearchOperator.choices,
+        default=SearchOperator.EXACT,
+        verbose_name="Account Operator",
+    )
+
+    search_type = models.TextField(
+        verbose_name="Search Type",
+        blank=True,
+    )
+    search_type_operator = models.CharField(
+        max_length=10,
+        choices=SearchOperator.choices,
+        default=SearchOperator.EXACT,
+        verbose_name="Type Operator",
+    )
+
+    search_is_paid = models.TextField(
+        verbose_name="Search Is Paid",
+        blank=True,
+    )
+    search_is_paid_operator = models.CharField(
+        max_length=10,
+        choices=SearchOperator.choices,
+        default=SearchOperator.EXACT,
+        verbose_name="Is Paid Operator",
+    )
+
+    search_date = models.TextField(
+        verbose_name="Search Date",
+        blank=True,
+        help_text="Expression to match transaction date",
+    )
+    search_date_operator = models.CharField(
+        max_length=10,
+        choices=SearchOperator.choices,
+        default=SearchOperator.EXACT,
+        verbose_name="Date Operator",
+    )
+
+    search_reference_date = models.TextField(
+        verbose_name="Search Reference Date",
+        blank=True,
+    )
+    search_reference_date_operator = models.CharField(
+        max_length=10,
+        choices=SearchOperator.choices,
+        default=SearchOperator.EXACT,
+        verbose_name="Reference Date Operator",
+    )
+
+    search_amount = models.TextField(
+        verbose_name="Search Amount",
+        blank=True,
+    )
+    search_amount_operator = models.CharField(
+        max_length=10,
+        choices=SearchOperator.choices,
+        default=SearchOperator.EXACT,
+        verbose_name="Amount Operator",
+    )
+
+    search_description = models.TextField(
+        verbose_name="Search Description",
+        blank=True,
+    )
+    search_description_operator = models.CharField(
+        max_length=10,
+        choices=SearchOperator.choices,
+        default=SearchOperator.CONTAINS,
+        verbose_name="Description Operator",
+    )
+
+    search_notes = models.TextField(
+        verbose_name="Search Notes",
+        blank=True,
+    )
+    search_notes_operator = models.CharField(
+        max_length=10,
+        choices=SearchOperator.choices,
+        default=SearchOperator.CONTAINS,
+        verbose_name="Notes Operator",
+    )
+
+    search_category = models.TextField(
+        verbose_name="Search Category",
+        blank=True,
+    )
+    search_category_operator = models.CharField(
+        max_length=10,
+        choices=SearchOperator.choices,
+        default=SearchOperator.EXACT,
+        verbose_name="Category Operator",
+    )
+
+    search_tags = models.TextField(
+        verbose_name="Search Tags",
+        blank=True,
+    )
+    search_tags_operator = models.CharField(
+        max_length=10,
+        choices=SearchOperator.choices,
+        default=SearchOperator.CONTAINS,
+        verbose_name="Tags Operator",
+    )
+
+    search_entities = models.TextField(
+        verbose_name="Search Entities",
+        blank=True,
+    )
+    search_entities_operator = models.CharField(
+        max_length=10,
+        choices=SearchOperator.choices,
+        default=SearchOperator.CONTAINS,
+        verbose_name="Entities Operator",
+    )
+
+    search_internal_note = models.TextField(
+        verbose_name="Search Internal Note",
+        blank=True,
+    )
+    search_internal_note_operator = models.CharField(
+        max_length=10,
+        choices=SearchOperator.choices,
+        default=SearchOperator.EXACT,
+        verbose_name="Internal Note Operator",
+    )
+
+    search_internal_id = models.TextField(
+        verbose_name="Search Internal ID",
+        blank=True,
+    )
+    search_internal_id_operator = models.CharField(
+        max_length=10,
+        choices=SearchOperator.choices,
+        default=SearchOperator.EXACT,
+        verbose_name="Internal ID Operator",
+    )
+
+    # Set fields
+    set_account = models.TextField(
+        verbose_name=_("Account"),
+        blank=True,
+    )
+    set_type = models.TextField(
+        verbose_name=_("Type"),
+        blank=True,
+    )
+    set_is_paid = models.TextField(
+        verbose_name=_("Paid"),
+        blank=True,
+    )
+    set_date = models.TextField(
+        verbose_name=_("Date"),
+        blank=True,
+    )
+    set_reference_date = models.TextField(
+        verbose_name=_("Reference Date"),
+        blank=True,
+    )
+    set_amount = models.TextField(
+        verbose_name=_("Amount"),
+        blank=True,
+    )
+    set_description = models.TextField(
+        verbose_name=_("Description"),
+        blank=True,
+    )
+    set_notes = models.TextField(
+        verbose_name=_("Notes"),
+        blank=True,
+    )
+    set_internal_note = models.TextField(
+        verbose_name=_("Internal Note"),
+        blank=True,
+    )
+    set_internal_id = models.TextField(
+        verbose_name=_("Internal ID"),
+        blank=True,
+    )
+    set_entities = models.TextField(
+        verbose_name=_("Entities"),
+        blank=True,
+    )
+    set_category = models.TextField(
+        verbose_name=_("Category"),
+        blank=True,
+    )
+    set_tags = models.TextField(
+        verbose_name=_("Tags"),
+        blank=True,
+    )
+
+    class Meta:
+        verbose_name = _("Update or create transaction action")
+        verbose_name_plural = _("Update or create transaction actions")
+
+    def __str__(self):
+        return f"Update or create transaction action for {self.rule}"
+
+    def build_search_query(self, simple):
+        """Builds Q objects based on search fields and their operators"""
+        search_query = Q()
+
+        def add_to_query(field_name, value, operator):
+            if isinstance(value, (int, str)):
+                lookup = f"{field_name}__{operator}"
+                return Q(**{lookup: value})
+            return Q()
+
+        if self.search_account:
+            value = simple.eval(self.search_account)
+            if isinstance(value, int):
+                search_query &= add_to_query(
+                    "account_id", value, self.search_account_operator
+                )
+            else:
+                search_query &= add_to_query(
+                    "account__name", value, self.search_account_operator
+                )
+
+        if self.search_type:
+            value = simple.eval(self.search_type)
+            search_query &= add_to_query("type", value, self.search_type_operator)
+
+        if self.search_is_paid:
+            value = simple.eval(self.search_is_paid)
+            search_query &= add_to_query("is_paid", value, self.search_is_paid_operator)
+
+        if self.search_date:
+            value = simple.eval(self.search_date)
+            search_query &= add_to_query("date", value, self.search_date_operator)
+
+        if self.search_reference_date:
+            value = simple.eval(self.search_reference_date)
+            search_query &= add_to_query(
+                "reference_date", value, self.search_reference_date_operator
+            )
+
+        if self.search_amount:
+            value = simple.eval(self.search_amount)
+            search_query &= add_to_query("amount", value, self.search_amount_operator)
+
+        if self.search_description:
+            value = simple.eval(self.search_description)
+            search_query &= add_to_query(
+                "description", value, self.search_description_operator
+            )
+
+        if self.search_notes:
+            value = simple.eval(self.search_notes)
+            search_query &= add_to_query("notes", value, self.search_notes_operator)
+
+        if self.search_internal_note:
+            value = simple.eval(self.search_internal_note)
+            search_query &= add_to_query(
+                "internal_note", value, self.search_internal_note_operator
+            )
+
+        if self.search_internal_id:
+            value = simple.eval(self.search_internal_id)
+            search_query &= add_to_query(
+                "internal_id", value, self.search_internal_id_operator
+            )
+
+        if self.search_category:
+            value = simple.eval(self.search_category)
+            if isinstance(value, int):
+                search_query &= add_to_query(
+                    "category_id", value, self.search_category_operator
+                )
+            else:
+                search_query &= add_to_query(
+                    "category__name", value, self.search_category_operator
+                )
+
+        if self.search_tags:
+            tags_value = simple.eval(self.search_tags)
+            if isinstance(tags_value, (list, tuple)):
+                for tag in tags_value:
+                    if isinstance(tag, int):
+                        search_query &= Q(tags__id=tag)
+                    else:
+                        search_query &= Q(tags__name__iexact=tag)
+            elif isinstance(tags_value, (int, str)):
+                if isinstance(tags_value, int):
+                    search_query &= Q(tags__id=tags_value)
+                else:
+                    search_query &= Q(tags__name__iexact=tags_value)
+
+        if self.search_entities:
+            entities_value = simple.eval(self.search_entities)
+            if isinstance(entities_value, (list, tuple)):
+                for entity in entities_value:
+                    if isinstance(entity, int):
+                        search_query &= Q(entities__id=entity)
+                    else:
+                        search_query &= Q(entities__name__iexact=entity)
+            elif isinstance(entities_value, (int, str)):
+                if isinstance(entities_value, int):
+                    search_query &= Q(entities__id=entities_value)
+                else:
+                    search_query &= Q(entities__name__iexact=entities_value)
+
+        return search_query

app/apps/rules/tasks.py

@@ -1,4 +1,6 @@
+import decimal
 import logging
+from datetime import datetime, date
 
 from cachalot.api import cachalot_disabled
 from dateutil.relativedelta import relativedelta
@@ -6,7 +8,10 @@ from procrastinate.contrib.django import app
 from simpleeval import EvalWithCompoundTypes
 
 from apps.accounts.models import Account
-from apps.rules.models import TransactionRule, TransactionRuleAction
+from apps.rules.models import (
+    TransactionRule,
+    TransactionRuleAction,
+)
 from apps.transactions.models import (
     Transaction,
     TransactionCategory,
@@ -14,148 +19,342 @@ from apps.transactions.models import (
     TransactionEntity,
 )
 
-
 logger = logging.getLogger(__name__)
 
 
-@app.task
+@app.task(name="check_for_transaction_rules")
 def check_for_transaction_rules(
     instance_id: int,
     signal,
 ):
     try:
         with cachalot_disabled():
-
             instance = Transaction.objects.get(id=instance_id)
 
-            context = {
-                "account_name": instance.account.name,
-                "account_id": instance.account.id,
-                "account_group_name": (
-                    instance.account.group.name if instance.account.group else None
-                ),
-                "account_group_id": (
-                    instance.account.group.id if instance.account.group else None
-                ),
-                "is_asset_account": instance.account.is_asset,
-                "is_archived_account": instance.account.is_archived,
-                "category_name": instance.category.name if instance.category else None,
-                "category_id": instance.category.id if instance.category else None,
-                "tag_names": [x.name for x in instance.tags.all()],
-                "tag_ids": [x.id for x in instance.tags.all()],
-                "entities_names": [x.name for x in instance.entities.all()],
-                "entities_ids": [x.id for x in instance.entities.all()],
-                "is_expense": instance.type == Transaction.Type.EXPENSE,
-                "is_income": instance.type == Transaction.Type.INCOME,
-                "is_paid": instance.is_paid,
-                "description": instance.description,
-                "amount": instance.amount,
-                "notes": instance.notes,
-                "date": instance.date,
-                "reference_date": instance.reference_date,
+            functions = {
+                "relativedelta": relativedelta,
+                "str": str,
+                "int": int,
+                "float": float,
+                "decimal": decimal.Decimal,
+                "datetime": datetime,
+                "date": date,
             }
 
-            functions = {"relativedelta": relativedelta}
-
-            simple = EvalWithCompoundTypes(names=context, functions=functions)
+            simple = EvalWithCompoundTypes(
+                names=_get_names(instance), functions=functions
+            )
 
             if signal == "transaction_created":
-                rules = TransactionRule.objects.filter(active=True, on_create=True)
+                rules = TransactionRule.objects.filter(
+                    active=True, on_create=True
+                ).order_by("id")
             elif signal == "transaction_updated":
-                rules = TransactionRule.objects.filter(active=True, on_update=True)
+                rules = TransactionRule.objects.filter(
+                    active=True, on_update=True
+                ).order_by("id")
             else:
-                rules = TransactionRule.objects.filter(active=True)
+                rules = TransactionRule.objects.filter(active=True).order_by("id")
 
             for rule in rules:
                 if simple.eval(rule.trigger):
                     for action in rule.transaction_actions.all():
-                        if action.field in [
-                            TransactionRuleAction.Field.type,
-                            TransactionRuleAction.Field.is_paid,
-                            TransactionRuleAction.Field.date,
-                            TransactionRuleAction.Field.reference_date,
-                            TransactionRuleAction.Field.amount,
-                            TransactionRuleAction.Field.description,
-                            TransactionRuleAction.Field.notes,
-                        ]:
-                            setattr(
-                                instance,
-                                action.field,
-                                simple.eval(action.value),
+                        try:
+                            instance = _process_edit_transaction_action(
+                                instance=instance, action=action, simple_eval=simple
+                            )
+                        except Exception as e:
+                            logger.error(
+                                f"Error processing edit transaction action {action.id}",
+                                exc_info=True,
+                            )
+                        # else:
+                        #     simple.names.update(_get_names(instance))
+                        #     instance.save()
+
+                    simple.names.update(_get_names(instance))
+                    instance.save()
+
+                    for action in rule.update_or_create_transaction_actions.all():
+                        try:
+                            _process_update_or_create_transaction_action(
+                                action=action, simple_eval=simple
+                            )
+                        except Exception as e:
+                            logger.error(
+                                f"Error processing update or create transaction action {action.id}",
+                                exc_info=True,
                             )
 
-                        elif action.field == TransactionRuleAction.Field.account:
-                            value = simple.eval(action.value)
-                            if isinstance(value, int):
-                                account = Account.objects.get(id=value)
-                                instance.account = account
-                            elif isinstance(value, str):
-                                account = Account.objects.filter(name=value).first()
-                                instance.account = account
-
-                        elif action.field == TransactionRuleAction.Field.category:
-                            value = simple.eval(action.value)
-                            if isinstance(value, int):
-                                category = TransactionCategory.objects.get(id=value)
-                                instance.category = category
-                            elif isinstance(value, str):
-                                category = TransactionCategory.objects.get(name=value)
-                                instance.category = category
-
-                        elif action.field == TransactionRuleAction.Field.tags:
-                            value = simple.eval(action.value)
-                            if isinstance(value, list):
-                                # Clear existing tags
-                                instance.tags.clear()
-                                for tag_value in value:
-                                    if isinstance(tag_value, int):
-                                        tag = TransactionTag.objects.get(id=tag_value)
-                                        instance.tags.add(tag)
-                                    elif isinstance(tag_value, str):
-                                        tag = TransactionTag.objects.get(name=tag_value)
-                                        instance.tags.add(tag)
-
-                            elif isinstance(value, (int, str)):
-                                # If a single value is provided, treat it as a single tag
-                                instance.tags.clear()
-                                if isinstance(value, int):
-                                    tag = TransactionTag.objects.get(id=value)
-                                else:
-                                    tag = TransactionTag.objects.get(name=value)
-
-                                instance.tags.add(tag)
-
-                        elif action.field == TransactionRuleAction.Field.entities:
-                            value = simple.eval(action.value)
-                            if isinstance(value, list):
-                                # Clear existing entities
-                                instance.entities.clear()
-                                for entity_value in value:
-                                    if isinstance(entity_value, int):
-                                        entity = TransactionEntity.objects.get(
-                                            id=entity_value
-                                        )
-                                        instance.entities.add(entity)
-                                    elif isinstance(entity_value, str):
-                                        entity = TransactionEntity.objects.get(
-                                            name=entity_value
-                                        )
-                                        instance.entities.add(entity)
-
-                            elif isinstance(value, (int, str)):
-                                # If a single value is provided, treat it as a single entity
-                                instance.entities.clear()
-                                if isinstance(value, int):
-                                    entity = TransactionEntity.objects.get(id=value)
-                                else:
-                                    entity = TransactionEntity.objects.get(name=value)
-
-                                instance.entities.add(entity)
-
-            instance.save()
     except Exception as e:
         logger.error(
             "Error while executing 'check_for_transaction_rules' task",
             exc_info=True,
         )
         raise e
+
+
+def _get_names(instance):
+    return {
+        "id": instance.id,
+        "account_name": instance.account.name,
+        "account_id": instance.account.id,
+        "account_group_name": (
+            instance.account.group.name if instance.account.group else None
+        ),
+        "account_group_id": (
+            instance.account.group.id if instance.account.group else None
+        ),
+        "is_asset_account": instance.account.is_asset,
+        "is_archived_account": instance.account.is_archived,
+        "category_name": instance.category.name if instance.category else None,
+        "category_id": instance.category.id if instance.category else None,
+        "tag_names": [x.name for x in instance.tags.all()],
+        "tag_ids": [x.id for x in instance.tags.all()],
+        "entities_names": [x.name for x in instance.entities.all()],
+        "entities_ids": [x.id for x in instance.entities.all()],
+        "is_expense": instance.type == Transaction.Type.EXPENSE,
+        "is_income": instance.type == Transaction.Type.INCOME,
+        "is_paid": instance.is_paid,
+        "description": instance.description,
+        "amount": instance.amount,
+        "notes": instance.notes,
+        "date": instance.date,
+        "reference_date": instance.reference_date,
+        "internal_note": instance.internal_note,
+        "internal_id": instance.internal_id,
+    }
+
+
+def _process_update_or_create_transaction_action(action, simple_eval):
+    """Helper to process a single linked transaction action"""
+
+    # Build search query using the helper method
+    search_query = action.build_search_query(simple_eval)
+
+    # Find latest matching transaction or create new
+    if search_query:
+        transaction = (
+            Transaction.objects.filter(search_query).order_by("-date", "-id").first()
+        )
+    else:
+        transaction = None
+
+    if not transaction:
+        transaction = Transaction()
+
+    simple_eval.names.update(
+        {
+            "my_account_name": (transaction.account.name if transaction.id else None),
+            "my_account_id": transaction.account.id if transaction.id else None,
+            "my_account_group_name": (
+                transaction.account.group.name
+                if transaction.id and transaction.account.group
+                else None
+            ),
+            "my_account_group_id": (
+                transaction.account.group.id
+                if transaction.id and transaction.account.group
+                else None
+            ),
+            "my_is_asset_account": (
+                transaction.account.is_asset if transaction.id else None
+            ),
+            "my_is_archived_account": (
+                transaction.account.is_archived if transaction.id else None
+            ),
+            "my_category_name": (
+                transaction.category.name if transaction.category else None
+            ),
+            "my_category_id": transaction.category.id if transaction.category else None,
+            "my_tag_names": (
+                [x.name for x in transaction.tags.all()] if transaction.id else []
+            ),
+            "my_tag_ids": (
+                [x.id for x in transaction.tags.all()] if transaction.id else []
+            ),
+            "my_entities_names": (
+                [x.name for x in transaction.entities.all()] if transaction.id else []
+            ),
+            "my_entities_ids": (
+                [x.id for x in transaction.entities.all()] if transaction.id else []
+            ),
+            "my_is_expense": transaction.type == Transaction.Type.EXPENSE,
+            "my_is_income": transaction.type == Transaction.Type.INCOME,
+            "my_is_paid": transaction.is_paid,
+            "my_description": transaction.description,
+            "my_amount": transaction.amount or 0,
+            "my_notes": transaction.notes,
+            "my_date": transaction.date,
+            "my_reference_date": transaction.reference_date,
+            "my_internal_note": transaction.internal_note,
+            "my_internal_id": transaction.reference_date,
+        }
+    )
+
+    if action.filter:
+        value = simple_eval.eval(action.filter)
+        if not value:
+            return  # Short-circuit execution if filter evaluates to false
+
+    # Set fields if provided
+    if action.set_account:
+        value = simple_eval.eval(action.set_account)
+        if isinstance(value, int):
+            transaction.account = Account.objects.get(id=value)
+        else:
+            transaction.account = Account.objects.get(name=value)
+
+    if action.set_type:
+        transaction.type = simple_eval.eval(action.set_type)
+
+    if action.set_is_paid:
+        transaction.is_paid = simple_eval.eval(action.set_is_paid)
+
+    if action.set_date:
+        transaction.date = simple_eval.eval(action.set_date)
+
+    if action.set_reference_date:
+        transaction.reference_date = simple_eval.eval(action.set_reference_date)
+
+    if action.set_amount:
+        transaction.amount = simple_eval.eval(action.set_amount)
+
+    if action.set_description:
+        transaction.description = simple_eval.eval(action.set_description)
+
+    if action.set_internal_note:
+        transaction.internal_note = simple_eval.eval(action.set_internal_note)
+
+    if action.set_internal_id:
+        transaction.internal_id = simple_eval.eval(action.set_internal_id)
+
+    if action.set_notes:
+        transaction.notes = simple_eval.eval(action.set_notes)
+
+    if action.set_category:
+        value = simple_eval.eval(action.set_category)
+        if isinstance(value, int):
+            transaction.category = TransactionCategory.objects.get(id=value)
+        else:
+            transaction.category = TransactionCategory.objects.get(name=value)
+
+    transaction.save()
+
+    # Handle M2M fields after save
+    if action.set_tags:
+        tags_value = simple_eval.eval(action.set_tags)
+        transaction.tags.clear()
+        if isinstance(tags_value, (list, tuple)):
+            for tag in tags_value:
+                if isinstance(tag, int):
+                    transaction.tags.add(TransactionTag.objects.get(id=tag))
+                else:
+                    transaction.tags.add(TransactionTag.objects.get(name=tag))
+        elif isinstance(tags_value, (int, str)):
+            if isinstance(tags_value, int):
+                transaction.tags.add(TransactionTag.objects.get(id=tags_value))
+            else:
+                transaction.tags.add(TransactionTag.objects.get(name=tags_value))
+
+    if action.set_entities:
+        entities_value = simple_eval.eval(action.set_entities)
+        transaction.entities.clear()
+        if isinstance(entities_value, (list, tuple)):
+            for entity in entities_value:
+                if isinstance(entity, int):
+                    transaction.entities.add(TransactionEntity.objects.get(id=entity))
+                else:
+                    transaction.entities.add(TransactionEntity.objects.get(name=entity))
+        elif isinstance(entities_value, (int, str)):
+            if isinstance(entities_value, int):
+                transaction.entities.add(
+                    TransactionEntity.objects.get(id=entities_value)
+                )
+            else:
+                transaction.entities.add(
+                    TransactionEntity.objects.get(name=entities_value)
+                )
+
+
+def _process_edit_transaction_action(instance, action, simple_eval) -> Transaction:
+    if action.field in [
+        TransactionRuleAction.Field.type,
+        TransactionRuleAction.Field.is_paid,
+        TransactionRuleAction.Field.date,
+        TransactionRuleAction.Field.reference_date,
+        TransactionRuleAction.Field.amount,
+        TransactionRuleAction.Field.description,
+        TransactionRuleAction.Field.notes,
+    ]:
+        setattr(
+            instance,
+            action.field,
+            simple_eval.eval(action.value),
+        )
+
+    elif action.field == TransactionRuleAction.Field.account:
+        value = simple_eval.eval(action.value)
+        if isinstance(value, int):
+            account = Account.objects.get(id=value)
+            instance.account = account
+        elif isinstance(value, str):
+            account = Account.objects.filter(name=value).first()
+            instance.account = account
+
+    elif action.field == TransactionRuleAction.Field.category:
+        value = simple_eval.eval(action.value)
+        if isinstance(value, int):
+            category = TransactionCategory.objects.get(id=value)
+            instance.category = category
+        elif isinstance(value, str):
+            category = TransactionCategory.objects.get(name=value)
+            instance.category = category
+
+    elif action.field == TransactionRuleAction.Field.tags:
+        value = simple_eval.eval(action.value)
+        if isinstance(value, list):
+            # Clear existing tags
+            instance.tags.clear()
+            for tag_value in value:
+                if isinstance(tag_value, int):
+                    tag = TransactionTag.objects.get(id=tag_value)
+                    instance.tags.add(tag)
+                elif isinstance(tag_value, str):
+                    tag = TransactionTag.objects.get(name=tag_value)
+                    instance.tags.add(tag)
+
+        elif isinstance(value, (int, str)):
+            # If a single value is provided, treat it as a single tag
+            instance.tags.clear()
+            if isinstance(value, int):
+                tag = TransactionTag.objects.get(id=value)
+            else:
+                tag = TransactionTag.objects.get(name=value)
+
+            instance.tags.add(tag)
+
+    elif action.field == TransactionRuleAction.Field.entities:
+        value = simple_eval.eval(action.value)
+        if isinstance(value, list):
+            # Clear existing entities
+            instance.entities.clear()
+            for entity_value in value:
+                if isinstance(entity_value, int):
+                    entity = TransactionEntity.objects.get(id=entity_value)
+                    instance.entities.add(entity)
+                elif isinstance(entity_value, str):
+                    entity = TransactionEntity.objects.get(name=entity_value)
+                    instance.entities.add(entity)
+
+        elif isinstance(value, (int, str)):
+            # If a single value is provided, treat it as a single entity
+            instance.entities.clear()
+            if isinstance(value, int):
+                entity = TransactionEntity.objects.get(id=value)
+            else:
+                entity = TransactionEntity.objects.get(name=value)
+
+            instance.entities.add(entity)
+
+    return instance

app/apps/rules/urls.py

@@ -38,18 +38,33 @@ urlpatterns = [
         name="transaction_rule_delete",
     ),
     path(
-        "rules/transaction/<int:transaction_rule_id>/action/add/",
+        "rules/transaction/<int:transaction_rule_id>/transaction-action/add/",
         views.transaction_rule_action_add,
         name="transaction_rule_action_add",
     ),
     path(
-        "rules/transaction/action/<int:transaction_rule_action_id>/edit/",
+        "rules/transaction/transaction-action/<int:transaction_rule_action_id>/edit/",
         views.transaction_rule_action_edit,
         name="transaction_rule_action_edit",
     ),
     path(
-        "rules/transaction/action/<int:transaction_rule_action_id>/delete/",
+        "rules/transaction/transaction-action/<int:transaction_rule_action_id>/delete/",
         views.transaction_rule_action_delete,
         name="transaction_rule_action_delete",
     ),
+    path(
+        "rules/transaction/<int:transaction_rule_id>/update-or-create-transaction-action/add/",
+        views.update_or_create_transaction_rule_action_add,
+        name="update_or_create_transaction_rule_action_add",
+    ),
+    path(
+        "rules/transaction/update-or-create-transaction-action/<int:pk>/edit/",
+        views.update_or_create_transaction_rule_action_edit,
+        name="update_or_create_transaction_rule_action_edit",
+    ),
+    path(
+        "rules/transaction/update-or-create-transaction-action/<int:pk>/delete/",
+        views.update_or_create_transaction_rule_action_delete,
+        name="update_or_create_transaction_rule_action_delete",
+    ),
 ]

app/apps/rules/views.py

@@ -6,8 +6,16 @@ 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.rules.forms import TransactionRuleForm, TransactionRuleActionForm
-from apps.rules.models import TransactionRule, TransactionRuleAction
+from apps.rules.forms import (
+    TransactionRuleForm,
+    TransactionRuleActionForm,
+    UpdateOrCreateTransactionRuleActionForm,
+)
+from apps.rules.models import (
+    TransactionRule,
+    TransactionRuleAction,
+    UpdateOrCreateTransactionRuleAction,
+)
 
 
 @login_required
@@ -60,10 +68,15 @@ def transaction_rule_add(request, **kwargs):
     if request.method == "POST":
         form = TransactionRuleForm(request.POST)
         if form.is_valid():
-            instance = form.save()
+            form.save()
             messages.success(request, _("Rule added successfully"))
 
-            return redirect("transaction_rule_action_add", instance.id)
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas",
+                },
+            )
     else:
         form = TransactionRuleForm()
 
@@ -215,3 +228,88 @@ def transaction_rule_action_delete(request, transaction_rule_action_id):
             "HX-Trigger": "updated, hide_offcanvas",
         },
     )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def update_or_create_transaction_rule_action_add(request, transaction_rule_id):
+    transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
+
+    if request.method == "POST":
+        form = UpdateOrCreateTransactionRuleActionForm(
+            request.POST, rule=transaction_rule
+        )
+        if form.is_valid():
+            form.save()
+            messages.success(
+                request, _("Update or Create Transaction action added successfully")
+            )
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas",
+                },
+            )
+    else:
+        form = UpdateOrCreateTransactionRuleActionForm(rule=transaction_rule)
+
+    return render(
+        request,
+        "rules/fragments/transaction_rule/update_or_create_transaction_rule_action/add.html",
+        {"form": form, "transaction_rule_id": transaction_rule_id},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def update_or_create_transaction_rule_action_edit(request, pk):
+    linked_action = get_object_or_404(UpdateOrCreateTransactionRuleAction, id=pk)
+    transaction_rule = linked_action.rule
+
+    if request.method == "POST":
+        form = UpdateOrCreateTransactionRuleActionForm(
+            request.POST, instance=linked_action, rule=transaction_rule
+        )
+        if form.is_valid():
+            form.save()
+            messages.success(
+                request, _("Update or Create Transaction action updated successfully")
+            )
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas",
+                },
+            )
+    else:
+        form = UpdateOrCreateTransactionRuleActionForm(
+            instance=linked_action, rule=transaction_rule
+        )
+
+    return render(
+        request,
+        "rules/fragments/transaction_rule/update_or_create_transaction_rule_action/edit.html",
+        {"form": form, "action": linked_action},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["DELETE"])
+def update_or_create_transaction_rule_action_delete(request, pk):
+    linked_action = get_object_or_404(UpdateOrCreateTransactionRuleAction, id=pk)
+
+    linked_action.delete()
+
+    messages.success(
+        request, _("Update or Create Transaction action deleted successfully")
+    )
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas",
+        },
+    )

app/apps/transactions/models.py

@@ -228,9 +228,12 @@ class Transaction(models.Model):
 
     def delete(self, *args, **kwargs):
         if settings.ENABLE_SOFT_DELETE:
-            self.deleted = True
-            self.deleted_at = timezone.now()
-            self.save()
+            if not self.deleted:
+                self.deleted = True
+                self.deleted_at = timezone.now()
+                self.save()
+            else:
+                super().delete(*args, **kwargs)
         else:
             super().delete(*args, **kwargs)
 
@@ -252,6 +255,20 @@ class Transaction(models.Model):
                     "suffix": suffix,
                     "decimal_places": decimal_places,
                 }
+        elif self.account.currency.exchange_currency:
+            converted_amount, prefix, suffix, decimal_places = convert(
+                self.amount,
+                to_currency=self.account.currency.exchange_currency,
+                from_currency=self.account.currency,
+                date=self.date,
+            )
+            if converted_amount:
+                return {
+                    "amount": converted_amount,
+                    "prefix": prefix,
+                    "suffix": suffix,
+                    "decimal_places": decimal_places,
+                }
 
         return None
 

app/apps/transactions/tasks.py

@@ -13,7 +13,7 @@ logger = logging.getLogger(__name__)
 
 
 @app.periodic(cron="0 0 * * *")
-@app.task
+@app.task(name="generate_recurring_transactions")
 def generate_recurring_transactions(timestamp=None):
     try:
         RecurringTransaction.generate_upcoming_transactions()
@@ -26,7 +26,7 @@ def generate_recurring_transactions(timestamp=None):
 
 
 @app.periodic(cron="10 1 * * *")
-@app.task
+@app.task(name="cleanup_deleted_transactions")
 def cleanup_deleted_transactions(timestamp=None):
     with cachalot_disabled():
         if settings.ENABLE_SOFT_DELETE and settings.KEEP_DELETED_TRANSACTIONS_FOR == 0:

app/apps/transactions/urls.py

@@ -6,11 +6,36 @@ urlpatterns = [
     path(
         "transactions/list/", views.transaction_all_list, name="transactions_all_list"
     ),
+    path(
+        "transactions/trash/",
+        views.transactions_trash_can_index,
+        name="transactions_trash_index",
+    ),
+    path(
+        "transactions/trash/list/",
+        views.transactions_trash_can_list,
+        name="transactions_trash_list",
+    ),
     path(
         "transactions/summary/",
         views.transaction_all_summary,
         name="transactions_all_summary",
     ),
+    path(
+        "transactions/summary/account/",
+        views.transaction_all_account_summary,
+        name="transaction_all_account_summary",
+    ),
+    path(
+        "transactions/summary/currency/",
+        views.transaction_all_currency_summary,
+        name="transaction_all_currency_summary",
+    ),
+    path(
+        "transactions/summary/select/<str:selected>/",
+        views.transaction_all_summary_select,
+        name="transaction_all_summary_select",
+    ),
     path(
         "transactions/actions/pay/",
         views.bulk_pay_transactions,
@@ -26,6 +51,11 @@ urlpatterns = [
         views.bulk_delete_transactions,
         name="transactions_bulk_delete",
     ),
+    path(
+        "transactions/actions/undelete/",
+        views.bulk_undelete_transactions,
+        name="transactions_bulk_undelete",
+    ),
     path(
         "transactions/actions/duplicate/",
         views.bulk_clone_transactions,
@@ -41,6 +71,11 @@ urlpatterns = [
         views.transaction_delete,
         name="transaction_delete",
     ),
+    path(
+        "transaction/<int:transaction_id>/undelete/",
+        views.transaction_undelete,
+        name="transaction_undelete",
+    ),
     path(
         "transaction/<int:transaction_id>/edit/",
         views.transaction_edit,

app/apps/transactions/utils/calculations.py

@@ -72,8 +72,12 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
         .order_by()
     )
 
-    # Process the results and calculate additional totals
+    # First pass: Process basic totals and store all currency data
     result = {}
+    currencies_using_exchange = (
+        {}
+    )  # Track which currencies use which exchange currencies
+
     for total in currency_totals:
         # Skip empty currencies if ignore_empty is True
         if ignore_empty and all(
@@ -91,7 +95,6 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
         total_current = total["income_current"] - total["expense_current"]
         total_projected = total["income_projected"] - total["expense_projected"]
         total_final = total_current + total_projected
-
         currency_id = total["account__currency"]
         from_currency = Currency.objects.get(id=currency_id)
         exchange_currency = (
@@ -120,8 +123,6 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
         # Add exchanged values if exchange_currency exists
         if exchange_currency:
             exchanged = {}
-
-            # Convert each value
             for field in [
                 "expense_current",
                 "expense_projected",
@@ -136,7 +137,6 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
                     from_currency=from_currency,
                     to_currency=exchange_currency,
                 )
-
                 if amount is not None:
                     exchanged[field] = amount
                     if "currency" not in exchanged:
@@ -148,12 +148,48 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
                             "name": exchange_currency.name,
                         }
 
-            # Only add exchanged data if at least one conversion was successful
             if exchanged:
                 currency_data["exchanged"] = exchanged
+                # Track which currencies are using which exchange currencies
+                if exchange_currency.id not in currencies_using_exchange:
+                    currencies_using_exchange[exchange_currency.id] = []
+                currencies_using_exchange[exchange_currency.id].append(
+                    {"currency_id": currency_id, "exchanged": exchanged}
+                )
 
         result[currency_id] = currency_data
 
+    # Second pass: Add consolidated totals for currencies that are used as exchange currencies
+    for currency_id, currency_data in result.items():
+        if currency_id in currencies_using_exchange:
+            consolidated = {
+                "currency": currency_data["currency"].copy(),
+                "expense_current": currency_data["expense_current"],
+                "expense_projected": currency_data["expense_projected"],
+                "income_current": currency_data["income_current"],
+                "income_projected": currency_data["income_projected"],
+                "total_current": currency_data["total_current"],
+                "total_projected": currency_data["total_projected"],
+                "total_final": currency_data["total_final"],
+            }
+
+            # Add exchanged values from all currencies using this as exchange currency
+            for using_currency in currencies_using_exchange[currency_id]:
+                exchanged = using_currency["exchanged"]
+                for field in [
+                    "expense_current",
+                    "expense_projected",
+                    "income_current",
+                    "income_projected",
+                    "total_current",
+                    "total_projected",
+                    "total_final",
+                ]:
+                    if field in exchanged:
+                        consolidated[field] += exchanged[field]
+
+            result[currency_id]["consolidated"] = consolidated
+
     return result
 
 

app/apps/transactions/views/actions.py

@@ -7,6 +7,7 @@ from django.utils.translation import gettext_lazy as _, ngettext_lazy
 
 from apps.common.decorators.htmx import only_htmx
 from apps.transactions.models import Transaction
+from apps.rules.signals import transaction_updated
 
 
 @only_htmx
@@ -17,6 +18,9 @@ def bulk_pay_transactions(request):
     count = transactions.count()
     transactions.update(is_paid=True)
 
+    for transaction in transactions:
+        transaction_updated.send(sender=transaction)
+
     messages.success(
         request,
         ngettext_lazy(
@@ -41,6 +45,9 @@ def bulk_unpay_transactions(request):
     count = transactions.count()
     transactions.update(is_paid=False)
 
+    for transaction in transactions:
+        transaction_updated.send(sender=transaction)
+
     messages.success(
         request,
         ngettext_lazy(
@@ -61,7 +68,7 @@ def bulk_unpay_transactions(request):
 @login_required
 def bulk_delete_transactions(request):
     selected_transactions = request.GET.getlist("transactions", [])
-    transactions = Transaction.objects.filter(id__in=selected_transactions)
+    transactions = Transaction.all_objects.filter(id__in=selected_transactions)
     count = transactions.count()
     transactions.delete()
 
@@ -81,6 +88,30 @@ def bulk_delete_transactions(request):
     )
 
 
+@only_htmx
+@login_required
+def bulk_undelete_transactions(request):
+    selected_transactions = request.GET.getlist("transactions", [])
+    transactions = Transaction.deleted_objects.filter(id__in=selected_transactions)
+    count = transactions.count()
+    transactions.update(deleted=False, deleted_at=None)
+
+    messages.success(
+        request,
+        ngettext_lazy(
+            "%(count)s transaction restored successfully",
+            "%(count)s transactions restored successfully",
+            count,
+        )
+        % {"count": count},
+    )
+
+    return HttpResponse(
+        status=204,
+        headers={"HX-Trigger": "updated"},
+    )
+
+
 @only_htmx
 @login_required
 def bulk_clone_transactions(request):

app/apps/transactions/views/transactions.py

@@ -244,7 +244,7 @@ def transaction_clone(request, transaction_id, **kwargs):
 @login_required
 @require_http_methods(["DELETE"])
 def transaction_delete(request, transaction_id, **kwargs):
-    transaction = get_object_or_404(Transaction, id=transaction_id)
+    transaction = get_object_or_404(Transaction.all_objects, id=transaction_id)
 
     transaction.delete()
 
@@ -256,6 +256,24 @@ def transaction_delete(request, transaction_id, **kwargs):
     )
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transaction_undelete(request, transaction_id, **kwargs):
+    transaction = get_object_or_404(Transaction.deleted_objects, id=transaction_id)
+
+    transaction.deleted = False
+    transaction.deleted_at = None
+    transaction.save()
+
+    messages.success(request, _("Transaction restored successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={"HX-Trigger": "updated"},
+    )
+
+
 @only_htmx
 @login_required
 @require_http_methods(["GET", "POST"])
@@ -298,6 +316,7 @@ def transaction_pay(request, transaction_id):
     new_is_paid = False if transaction.is_paid else True
     transaction.is_paid = new_is_paid
     transaction.save()
+    transaction_updated.send(sender=transaction)
 
     response = render(
         request,
@@ -313,15 +332,27 @@ def transaction_pay(request, transaction_id):
 @login_required
 @require_http_methods(["GET"])
 def transaction_all_index(request):
+    order = request.session.get("all_transactions_order", "default")
+    summary_tab = request.session.get("transaction_all_summary_tab", "currency")
+
     f = TransactionsFilter(request.GET)
-    return render(request, "transactions/pages/transactions.html", {"filter": f})
+    return render(
+        request,
+        "transactions/pages/transactions.html",
+        {"filter": f, "order": order, "summary_tab": summary_tab},
+    )
 
 
 @only_htmx
 @login_required
 @require_http_methods(["GET"])
 def transaction_all_list(request):
-    order = request.GET.get("order")
+    order = request.session.get("all_transactions_order", "default")
+
+    if "order" in request.GET:
+        order = request.GET["order"]
+        if order != request.session.get("all_transactions_order", "default"):
+            request.session["all_transactions_order"] = order
 
     transactions = Transaction.objects.prefetch_related(
         "account",
@@ -331,6 +362,7 @@ def transaction_all_list(request):
         "account__exchange_currency",
         "account__currency",
         "installment_plan",
+        "entities",
     ).all()
 
     transactions = default_order(transactions, order=order)
@@ -373,16 +405,98 @@ def transaction_all_summary(request):
     account_percentages = calculate_percentage_distribution(account_data)
 
     context = {
-        "income_current": remove_falsey_entries(currency_data, "income_current"),
-        "income_projected": remove_falsey_entries(currency_data, "income_projected"),
-        "expense_current": remove_falsey_entries(currency_data, "expense_current"),
-        "expense_projected": remove_falsey_entries(currency_data, "expense_projected"),
-        "total_current": remove_falsey_entries(currency_data, "total_current"),
-        "total_final": remove_falsey_entries(currency_data, "total_final"),
-        "total_projected": remove_falsey_entries(currency_data, "total_projected"),
+        "currency_data": currency_data,
         "currency_percentages": currency_percentages,
         "account_data": account_data,
         "account_percentages": account_percentages,
     }
 
     return render(request, "transactions/fragments/summary.html", context)
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transaction_all_account_summary(request):
+    transactions = Transaction.objects.prefetch_related(
+        "account",
+        "account__group",
+        "category",
+        "tags",
+        "account__exchange_currency",
+        "account__currency",
+        "installment_plan",
+    ).all()
+
+    f = TransactionsFilter(request.GET, queryset=transactions)
+
+    account_data = calculate_account_totals(transactions_queryset=f.qs.all())
+    account_percentages = calculate_percentage_distribution(account_data)
+
+    context = {
+        "account_data": account_data,
+        "account_percentages": account_percentages,
+    }
+
+    return render(request, "transactions/fragments/all_account_summary.html", context)
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transaction_all_currency_summary(request):
+    transactions = Transaction.objects.prefetch_related(
+        "account",
+        "account__group",
+        "category",
+        "tags",
+        "account__exchange_currency",
+        "account__currency",
+        "installment_plan",
+    ).all()
+
+    f = TransactionsFilter(request.GET, queryset=transactions)
+
+    currency_data = calculate_currency_totals(f.qs.all(), ignore_empty=True)
+    currency_percentages = calculate_percentage_distribution(currency_data)
+
+    context = {
+        "currency_data": currency_data,
+        "currency_percentages": currency_percentages,
+    }
+
+    return render(request, "transactions/fragments/all_currency_summary.html", context)
+
+
+@login_required
+@require_http_methods(["GET"])
+def transaction_all_summary_select(request, selected):
+    request.session["transaction_all_summary_tab"] = selected
+
+    return HttpResponse(
+        status=204,
+    )
+
+
+@login_required
+@require_http_methods(["GET"])
+def transactions_trash_can_index(request):
+    return render(request, "transactions/pages/trash.html")
+
+
+def transactions_trash_can_list(request):
+    transactions = Transaction.deleted_objects.prefetch_related(
+        "account",
+        "account__group",
+        "category",
+        "tags",
+        "account__exchange_currency",
+        "account__currency",
+        "installment_plan",
+    ).all()
+
+    return render(
+        request,
+        "transactions/fragments/trash_list.html",
+        {"transactions": transactions},
+    )

app/apps/users/migrations/0018_alter_usersettings_start_page.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.5 on 2025-02-02 02:56
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('users', '0017_usersettings_number_format'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='usersettings',
+            name='start_page',
+            field=models.CharField(choices=[('MONTHLY_OVERVIEW', 'Monthly'), ('YEARLY_OVERVIEW_CURRENCY', 'Yearly by currency'), ('YEARLY_OVERVIEW_ACCOUNT', 'Yearly by account'), ('NETWORTH_CURRENT', 'Current Net Worth'), ('NETWORTH_PROJECTED', 'Projected Net Worth'), ('ALL_TRANSACTIONS', 'All Transactions'), ('CALENDAR', 'Calendar')], default='MONTHLY_OVERVIEW', max_length=255, verbose_name='Start page'),
+        ),
+    ]

app/apps/users/models.py

@@ -26,7 +26,8 @@ class UserSettings(models.Model):
         MONTHLY = "MONTHLY_OVERVIEW", _("Monthly")
         YEARLY_CURRENCY = "YEARLY_OVERVIEW_CURRENCY", _("Yearly by currency")
         YEARLY_ACCOUNT = "YEARLY_OVERVIEW_ACCOUNT", _("Yearly by account")
-        NETWORTH = "NETWORTH", _("Net Worth")
+        NETWORTH_CURRENT = "NETWORTH_CURRENT", _("Current Net Worth")
+        NETWORTH_PROJECTED = "NETWORTH_PROJECTED", _("Projected Net Worth")
         ALL_TRANSACTIONS = "ALL_TRANSACTIONS", _("All Transactions")
         CALENDAR = "CALENDAR", _("Calendar")
 

app/apps/users/views.py

@@ -26,10 +26,14 @@ def logout_view(request):
 def index(request):
     if request.user.settings.start_page == UserSettings.StartPage.MONTHLY:
         return redirect(reverse("monthly_index"))
-    elif request.user.settings.start_page == UserSettings.StartPage.YEARLY:
-        return redirect(reverse("yearly_index"))
-    elif request.user.settings.start_page == UserSettings.StartPage.NETWORTH:
-        return redirect(reverse("net_worth"))
+    elif request.user.settings.start_page == UserSettings.StartPage.YEARLY_ACCOUNT:
+        return redirect(reverse("yearly_index_account"))
+    elif request.user.settings.start_page == UserSettings.StartPage.YEARLY_CURRENCY:
+        return redirect(reverse("yearly_index_currency"))
+    elif request.user.settings.start_page == UserSettings.StartPage.NETWORTH_CURRENT:
+        return redirect(reverse("net_worth_current"))
+    elif request.user.settings.start_page == UserSettings.StartPage.NETWORTH_PROJECTED:
+        return redirect(reverse("net_worth_projected"))
     elif request.user.settings.start_page == UserSettings.StartPage.ALL_TRANSACTIONS:
         return redirect(reverse("transactions_all_index"))
     elif request.user.settings.start_page == UserSettings.StartPage.CALENDAR:

app/apps/yearly_overview/views.py

@@ -89,7 +89,6 @@ def yearly_overview_by_currency(request, year: int):
             "year": year,
             "totals": data,
             "percentages": percentages,
-            "single": True if currency else False,
         },
     )
 
@@ -159,6 +158,5 @@ def yearly_overview_by_account(request, year: int):
             "year": year,
             "totals": data,
             "percentages": percentages,
-            "single": True if account else False,
         },
     )

app/import_presets/cajamar/config.yml

@@ -0,0 +1,46 @@
+settings:
+  file_type: xls
+  skip_errors: true
+  trigger_transaction_rules: true
+  importing: transactions
+  start_row: 1
+  sheets: "*"
+
+mapping:
+  account:
+    target: account
+    default: "<TU NOMBRE DE CUENTA>"
+    type: name
+
+  type:
+    source: Importe
+    target: type
+    detection_method: sign
+
+  internal_id:
+    target: internal_id
+    transformations:
+        - type: hash
+          fields: ["Fecha", "Concepto", "Importe", "Saldo"]
+  date:
+    source: "Fecha"
+    target: date
+    format: "%d-%m-%Y"
+
+  description:
+    source: Concepto
+    target: description
+
+  amount:
+    source: Importe
+    target: amount
+
+  is_paid:
+    target: is_paid
+    detection_method: always_paid
+
+deduplication:
+  - type: compare
+    fields:
+      - internal_id
+    match_type: strict

app/import_presets/cajamar/manifest.json

@@ -0,0 +1,7 @@
+{
+  "author": "eitchtee,Pablo Hinojosa",
+  "description": "Importe sus movimientos desde su cuenta de Cajamar",
+  "schema_version": 1,
+  "name": "Grupo Cooperativo Cajamar",
+  "message": "Cambia '<TU NOMBRE DE CUENTA>' por el nombre de tu cuenta de Cajamar dentro de WYGIWYH"
+}

app/templates/accounts/fragments/list.html

@@ -57,9 +57,8 @@
             </td>
             <td class="col">{{ account.name }}</td>
             <td class="col">{{ account.group.name }}</td>
-            <td class="col">{{ account.currency }} ({{ account.currency.code }})</td>
-            <td class="col">{% if account.exchange_currency %}{{ account.exchange_currency }} (
-              {{ account.exchange_currency.code }}){% else %}-{% endif %}</td>
+            <td class="col">{{ account.currency }}</td>
+            <td class="col">{% if account.exchange_currency %}{{ account.exchange_currency }}{% else %}-{% endif %}</td>
             <td class="col">{% if account.is_asset %}<i class="fa-solid fa-solid fa-check text-success"></i>{% endif %}</td>
             <td class="col">{% if account.is_archived %}<i class="fa-solid fa-solid fa-check text-success"></i>{% endif %}</td>
           </tr>

app/templates/calendar_view/pages/calendar.html

@@ -44,53 +44,10 @@
     </div>
 {#    Action buttons#}
     <div class="col-12 col-xl-8">
-      <div class="d-grid gap-2 d-xl-flex justify-content-xl-end">
-        <button class="btn btn-sm btn-outline-success"
-                      hx-get="{% url 'transaction_add' %}"
-                      hx-target="#generic-offcanvas"
-                      hx-trigger="click, add_income from:window"
-                      hx-vals='{"year": {{ year }}, "month": {{ month }}, "type": "IN"}'>
-                <i class="fa-solid fa-arrow-right-to-bracket me-2"></i>
-                {% translate "Income" %}
-        </button>
-        <button class="btn btn-sm btn-outline-danger"
-                      hx-get="{% url 'transaction_add' %}"
-                      hx-target="#generic-offcanvas"
-                      hx-trigger="click, add_expense from:window"
-                      hx-vals='{"year": {{ year }}, "month": {{ month }}, "type": "EX"}'>
-                <i class="fa-solid fa-arrow-right-from-bracket me-2"></i>
-                {% translate "Expense" %}
-        </button>
-        <button class="btn btn-sm btn-outline-warning"
-                hx-get="{% url 'installment_plan_add' %}"
-                hx-trigger="click, installment from:window"
-                hx-target="#generic-offcanvas">
-          <i class="fa-solid fa-divide me-2"></i>
-          {% translate "Installment" %}
-        </button>
-        <button class="btn btn-sm btn-outline-warning"
-                hx-get="{% url 'recurring_transaction_add' %}"
-                hx-trigger="click, balance from:window"
-                hx-target="#generic-offcanvas">
-          <i class="fa-solid fa-repeat me-2"></i>
-          {% translate "Recurring" %}
-        </button>
-        <button class="btn btn-sm btn-outline-info"
-                hx-get="{% url 'transactions_transfer' %}"
-                hx-target="#generic-offcanvas"
-                hx-trigger="click, add_transfer from:window"
-                hx-vals='{"year": {{ year }}, "month": {{ month }}}'>
-          <i class="fa-solid fa-money-bill-transfer me-2"></i>
-          {% translate "Transfer" %}
-        </button>
-        <button class="btn btn-sm btn-outline-info"
-                hx-get="{% url 'account_reconciliation' %}"
-                hx-trigger="click, balance from:window"
-                hx-target="#generic-offcanvas">
-          <i class="fa-solid fa-scale-balanced me-2"></i>
-          {% translate "Balance" %}
-        </button>
-      </div>
+      <c-ui.quick-transactions-buttons
+        :year="year"
+        :month="month"
+      ></c-ui.quick-transactions-buttons>
     </div>
   </div>
   <div class="row">

app/templates/cotton/transaction/item.html

@@ -1,138 +1,177 @@
+{% load markdown %}
 {% load i18n %}
-<div class="transaction d-flex my-1 {% if transaction.type == "EX" %}expense{% else %}income{% endif %}">
-  {% if not disable_selection %}
-  <label class="px-3 d-flex align-items-center justify-content-center">
-    <input class="form-check-input" type="checkbox" name="transactions" value="{{ transaction.id }}" id="check-{{ transaction.id }}" aria-label="{% translate 'Select' %}" hx-preserve>
-  </label>
-  {% endif %}
-  <div class="tw-border-s-6 tw-border-e-0 tw-border-t-0 tw-border-b-0 border-bottom
+<div class="transaction">
+  <div class="d-flex my-1 {% if transaction.type == "EX" %}expense{% else %}income{% endif %}">
+    {% if not disable_selection %}
+      <label class="px-3 d-flex align-items-center justify-content-center">
+        <input class="form-check-input" type="checkbox" name="transactions" value="{{ transaction.id }}"
+               id="check-{{ transaction.id }}" aria-label="{% translate 'Select' %}" hx-preserve>
+      </label>
+    {% endif %}
+    <div class="tw-border-s-6 tw-border-e-0 tw-border-t-0 tw-border-b-0 border-bottom
   hover:tw-bg-zinc-900 p-2 {% if transaction.account.is_asset %}tw-border-dashed{% else %}tw-border-solid{% endif %}
   {% if transaction.type == "EX" %}tw-border-red-500{% else %}tw-border-green-500{% endif %} tw-relative
   w-100 transaction-item"
-     _="on mouseover remove .tw-invisible from the first .transaction-actions in me end
+         _="on mouseover remove .tw-invisible from the first .transaction-actions in me end
         on mouseout add .tw-invisible to the first .transaction-actions in me end">
-    <div class="row font-monospace tw-text-sm align-items-center">
-    <div class="col-lg-1 col-12 d-flex align-items-center tw-text-2xl lg:tw-text-xl text-lg-center text-center">
-      <a class="text-decoration-none my-lg-3 mx-lg-3 mx-2 my-2 tw-text-gray-500"
-         role="button"
-         hx-get="{% url 'transaction_pay' transaction_id=transaction.id %}"
-         hx-target="closest .transaction"
-         hx-swap="outerHTML">
-          {% if transaction.is_paid %}<i class="fa-regular fa-circle-check"></i>{% else %}<i
-              class="fa-regular fa-circle"></i>{% endif %}
-      </a>
-    </div>
-    <div class="col-lg-8 col-12">
-{#      Date#}
-      <div class="row mb-2 mb-lg-1 tw-text-gray-400">
-          <div class="col-auto pe-1"><i class="fa-solid fa-calendar fa-fw me-1 fa-xs"></i></div>
-          <div class="col ps-0">{{ transaction.date|date:"SHORT_DATE_FORMAT" }} • {{ transaction.reference_date|date:"b/Y" }}</div>
-      </div>
-{#      Description#}
-      <div class="mb-2 mb-lg-1 text-white tw-text-base">
-        {% spaceless %}
-        <span>{{ transaction.description }}</span>
-        {% if transaction.installment_plan and transaction.installment_id %}
-        <span class="badge text-bg-secondary ms-2">{{ transaction.installment_id }}/{{ transaction.installment_plan.installment_total_number }}</span>
-        {% endif %}
-        {% if transaction.recurring_transaction %}
-        <span class="text-primary tw-text-xs ms-2"><i class="fa-solid fa-arrows-rotate fa-fw"></i></span>
-        {% endif %}
-        {% endspaceless %}
-      </div>
-      <div class="tw-text-gray-400 tw-text-sm">
-      {#        Entities #}
-        {% with transaction.entities.all as entities %}
-        {% if entities %}
-        <div class="row mb-2 mb-lg-1 tw-text-gray-400">
-          <div class="col-auto pe-1"><i class="fa-solid fa-user-group fa-fw me-1 fa-xs"></i></div>
-          <div class="col ps-0">{{ entities|join:", " }}</div>
+      <div class="row font-monospace tw-text-sm align-items-center">
+        <div class="col-lg-1 col-12 d-flex align-items-center tw-text-2xl lg:tw-text-xl text-lg-center text-center">
+          {% if not transaction.deleted %}
+            <a class="text-decoration-none my-lg-3 mx-lg-3 mx-2 my-2 tw-text-gray-500"
+               title="{% if transaction.is_paid %}{% trans 'Paid' %}{% else %}{% trans 'Projected' %}{% endif %}"
+               role="button"
+               hx-get="{% url 'transaction_pay' transaction_id=transaction.id %}"
+               hx-target="closest .transaction"
+               hx-swap="outerHTML">
+              {% if transaction.is_paid %}<i class="fa-regular fa-circle-check"></i>{% else %}<i
+                  class="fa-regular fa-circle"></i>{% endif %}
+            </a>
+          {% else %}
+            <div class="text-decoration-none my-lg-3 mx-lg-3 mx-2 my-2 tw-text-gray-500"
+                 title="{% if transaction.is_paid %}{% trans 'Paid' %}{% else %}{% trans 'Projected' %}{% endif %}">
+              {% if transaction.is_paid %}<i class="fa-regular fa-circle-check"></i>{% else %}<i
+                  class="fa-regular fa-circle"></i>{% endif %}
+            </div>
+          {% endif %}
         </div>
-        {% endif %}
-        {% endwith %}
-{#        Notes#}
-        {% if transaction.notes %}
-        <div class="row mb-2 mb-lg-1 tw-text-gray-400">
-          <div class="col-auto pe-1"><i class="fa-solid fa-align-left fa-fw me-1 fa-xs"></i></div>
-          <div class="col ps-0">{{ transaction.notes | linebreaksbr }}</div>
+        <div class="col-lg-8 col-12">
+          {#      Date#}
+          <div class="row mb-2 mb-lg-1 tw-text-gray-400">
+            <div class="col-auto pe-1"><i class="fa-solid fa-calendar fa-fw me-1 fa-xs"></i></div>
+            <div
+                class="col ps-0">{{ transaction.date|date:"SHORT_DATE_FORMAT" }} • {{ transaction.reference_date|date:"b/Y" }}</div>
+          </div>
+          {#      Description#}
+          <div class="mb-2 mb-lg-1 text-white tw-text-base">
+            {% spaceless %}
+              <span>{{ transaction.description }}</span>
+              {% if transaction.installment_plan and transaction.installment_id %}
+                <span
+                    class="badge text-bg-secondary ms-2">{{ transaction.installment_id }}/{{ transaction.installment_plan.installment_total_number }}</span>
+              {% endif %}
+              {% if transaction.recurring_transaction %}
+                <span class="text-primary tw-text-xs ms-2"><i class="fa-solid fa-arrows-rotate fa-fw"></i></span>
+              {% endif %}
+            {% endspaceless %}
+          </div>
+          <div class="tw-text-gray-400 tw-text-sm">
+            {#        Entities #}
+            {% with transaction.entities.all as entities %}
+              {% if entities %}
+                <div class="row mb-2 mb-lg-1 tw-text-gray-400">
+                  <div class="col-auto pe-1"><i class="fa-solid fa-user-group fa-fw me-1 fa-xs"></i></div>
+                  <div class="col ps-0">{{ entities|join:", " }}</div>
+                </div>
+              {% endif %}
+            {% endwith %}
+            {#        Notes#}
+            {% if transaction.notes %}
+              <div class="row mb-2 mb-lg-1 tw-text-gray-400">
+                <div class="col-auto pe-1"><i class="fa-solid fa-align-left fa-fw me-1 fa-xs"></i></div>
+                <div class="col ps-0">{{ transaction.notes | limited_markdown | linebreaksbr }}</div>
+              </div>
+            {% endif %}
+            {#        Category#}
+            {% if transaction.category %}
+              <div class="row mb-2 mb-lg-1 tw-text-gray-400">
+                <div class="col-auto pe-1"><i class="fa-solid fa-icons fa-fw me-1 fa-xs"></i></div>
+                <div class="col ps-0">{{ transaction.category.name }}</div>
+              </div>
+            {% endif %}
+            {#        Tags#}
+            {% with transaction.tags.all as tags %}
+              {% if tags %}
+                <div class="row mb-2 mb-lg-1 tw-text-gray-400">
+                  <div class="col-auto pe-1"><i class="fa-solid fa-hashtag fa-fw me-1 fa-xs"></i></div>
+                  <div class="col ps-0">{{ tags|join:", " }}</div>
+                </div>
+              {% endif %}
+            {% endwith %}
+          </div>
         </div>
-        {% endif %}
-{#        Category#}
-        {% if transaction.category %}
-        <div class="row mb-2 mb-lg-1 tw-text-gray-400">
-          <div class="col-auto pe-1"><i class="fa-solid fa-icons fa-fw me-1 fa-xs"></i></div>
-          <div class="col ps-0">{{ transaction.category.name }}</div>
+        <div class="col-lg-3 col-12 text-lg-end align-self-end">
+          <div class="main-amount mb-2 mb-lg-0">
+            <c-amount.display
+                :amount="transaction.amount"
+                :prefix="transaction.account.currency.prefix"
+                :suffix="transaction.account.currency.suffix"
+                :decimal_places="transaction.account.currency.decimal_places"
+                color="{% if transaction.type == "EX" %}red{% else %}green{% endif %}"></c-amount.display>
+          </div>
+          {#    Exchange Rate#}
+          {% with exchanged=transaction.exchanged_amount %}
+            {% if exchanged %}
+              <div class="exchanged-amount mb-2 mb-lg-0">
+                <c-amount.display
+                    :amount="exchanged.amount"
+                    :prefix="exchanged.prefix"
+                    :suffix="exchanged.suffix"
+                    :decimal_places="exchanged.decimal_places"
+                    color="grey"></c-amount.display>
+              </div>
+            {% endif %}
+          {% endwith %}
+          <div>
+            {% if transaction.account.group %}{{ transaction.account.group.name }} • {% endif %}{{ transaction.account.name }}
+          </div>
         </div>
-        {% endif %}
-        {#        Tags#}
-        {% with transaction.tags.all as tags %}
-        {% if tags %}
-        <div class="row mb-2 mb-lg-1 tw-text-gray-400">
-          <div class="col-auto pe-1"><i class="fa-solid fa-hashtag fa-fw me-1 fa-xs"></i></div>
-          <div class="col ps-0">{{ tags|join:", " }}</div>
-        </div>
-        {% endif %}
-        {% endwith %}
-      </div>
-    </div>
-    <div class="col-lg-3 col-12 text-lg-end align-self-end">
-        <div class="main-amount mb-2 mb-lg-0">
-          <c-amount.display 
-              :amount="transaction.amount"
-              :prefix="transaction.account.currency.prefix"
-              :suffix="transaction.account.currency.suffix"
-              :decimal_places="transaction.account.currency.decimal_places"
-              color="{% if transaction.type == "EX" %}red{% else %}green{% endif %}"></c-amount.display>
-        </div>
-        {#    Exchange Rate#}
-        {% with exchanged=transaction.exchanged_amount %}
-        {% if exchanged %}
-        <div class="exchanged-amount mb-2 mb-lg-0">
-          <c-amount.display 
-              :amount="exchanged.amount"
-              :prefix="exchanged.prefix"
-              :suffix="exchanged.suffix"
-              :decimal_places="exchanged.decimal_places"
-              color="grey"></c-amount.display>
-        </div>
-        {% endif %}
-        {% endwith %}
-        <div>{% if transaction.account.group %}{{ transaction.account.group.name }} • {% endif %}{{ transaction.account.name }}</div>
-    </div>
-    <div>
-{#      Item actions#}
-      <div class="transaction-actions !tw-absolute tw-left-1/2 tw-top-0 tw--translate-x-1/2 tw--translate-y-1/2 tw-invisible d-flex flex-row card">
-        <div class="card-body p-1 shadow-lg">
-          <a class="btn btn-secondary btn-sm transaction-action"
-                role="button"
-                data-bs-toggle="tooltip"
-                data-bs-title="{% translate "Edit" %}"
-                hx-get="{% url 'transaction_edit' transaction_id=transaction.id %}"
-                hx-target="#generic-offcanvas" hx-swap="innerHTML">
-          <i class="fa-solid fa-pencil fa-fw"></i></a>
-          <a class="btn btn-secondary btn-sm transaction-action"
-                role="button"
-                data-bs-toggle="tooltip"
-                data-bs-title="{% translate "Duplicate" %}"
-                hx-get="{% url 'transaction_clone' transaction_id=transaction.id %}"
-                _="on click if event.ctrlKey set @hx-get to `{% url 'transaction_clone' transaction_id=transaction.id %}?edit=true` then call htmx.process(me) end then trigger ready"
-                hx-trigger="ready" >
-          <i class="fa-solid fa-clone fa-fw"></i></a>
-          <a class="btn btn-secondary btn-sm transaction-action"
-                  role="button"
-                  data-bs-toggle="tooltip"
-                  data-bs-title="{% translate "Delete" %}"
-                  hx-delete="{% url 'transaction_delete' transaction_id=transaction.id %}"
-                  hx-trigger='confirmed'
-                  data-bypass-on-ctrl="true"
-                  data-title="{% translate "Are you sure?" %}"
-                  data-text="{% translate "You won't be able to revert this!" %}"
-                  data-confirm-text="{% translate "Yes, delete it!" %}"
-                  _="install prompt_swal"><i class="fa-solid fa-trash fa-fw text-danger"></i>
-          </a>
+        <div>
+          {#      Item actions#}
+          <div
+              class="transaction-actions !tw-absolute tw-left-1/2 tw-top-0 tw--translate-x-1/2 tw--translate-y-1/2 tw-invisible d-flex flex-row card">
+            <div class="card-body p-1 shadow-lg">
+              {% if not transaction.deleted %}
+                <a class="btn btn-secondary btn-sm transaction-action"
+                   role="button"
+                   data-bs-toggle="tooltip"
+                   data-bs-title="{% translate "Edit" %}"
+                   hx-get="{% url 'transaction_edit' transaction_id=transaction.id %}"
+                   hx-target="#generic-offcanvas" hx-swap="innerHTML">
+                  <i class="fa-solid fa-pencil fa-fw"></i></a>
+                <a class="btn btn-secondary btn-sm transaction-action"
+                   role="button"
+                   data-bs-toggle="tooltip"
+                   data-bs-title="{% translate "Duplicate" %}"
+                   hx-get="{% url 'transaction_clone' transaction_id=transaction.id %}"
+                   _="on click if event.ctrlKey set @hx-get to `{% url 'transaction_clone' transaction_id=transaction.id %}?edit=true` then call htmx.process(me) end then trigger ready"
+                   hx-trigger="ready">
+                  <i class="fa-solid fa-clone fa-fw"></i></a>
+                <a class="btn btn-secondary btn-sm transaction-action"
+                   role="button"
+                   data-bs-toggle="tooltip"
+                   data-bs-title="{% translate "Delete" %}"
+                   hx-delete="{% url 'transaction_delete' transaction_id=transaction.id %}"
+                   hx-trigger='confirmed'
+                   data-bypass-on-ctrl="true"
+                   data-title="{% translate "Are you sure?" %}"
+                   data-text="{% translate "You won't be able to revert this!" %}"
+                   data-confirm-text="{% translate "Yes, delete it!" %}"
+                   _="install prompt_swal"><i class="fa-solid fa-trash fa-fw text-danger"></i>
+                </a>
+              {% else %}
+                <a class="btn btn-secondary btn-sm transaction-action"
+                   role="button"
+                   data-bs-toggle="tooltip"
+                   data-bs-title="{% translate "Restore" %}"
+                   hx-get="{% url 'transaction_undelete' transaction_id=transaction.id %}"><i
+                    class="fa-solid fa-trash-arrow-up"></i></a>
+                <a class="btn btn-secondary btn-sm transaction-action"
+                   role="button"
+                   data-bs-toggle="tooltip"
+                   data-bs-title="{% translate "Delete" %}"
+                   hx-delete="{% url 'transaction_delete' transaction_id=transaction.id %}"
+                   hx-trigger='confirmed'
+                   data-bypass-on-ctrl="true"
+                   data-title="{% translate "Are you sure?" %}"
+                   data-text="{% translate "You won't be able to revert this!" %}"
+                   data-confirm-text="{% translate "Yes, delete it!" %}"
+                   _="install prompt_swal"><i class="fa-solid fa-trash fa-fw text-danger"></i>
+                </a>
+              {% endif %}
+            </div>
+          </div>
         </div>
       </div>
     </div>
   </div>
 </div>
-</div>

app/templates/cotton/ui/account_card.html

@@ -0,0 +1,199 @@
+{% load tools %}
+{% load i18n %}
+<div class="col card shadow">
+  <div class="card-body">
+    {% if account.account.group %}
+      <div class="tw-text-sm mb-2">
+        <span class="badge text-bg-primary ">{{ account.account.group }}</span>
+      </div>
+    {% endif %}
+    <h5 class="card-title">
+      {{ account.account.name }}
+    </h5>
+    <div class="d-flex justify-content-between align-items-baseline mt-2">
+      <div class="text-end font-monospace">
+        <div class="tw-text-gray-400">{% translate 'projected income' %}</div>
+      </div>
+      <div class="dotted-line flex-grow-1"></div>
+      {% if account.income_projected != 0 %}
+      <div class="text-end font-monospace tw-text-green-400">
+        <c-amount.display
+            :amount="account.income_projected"
+            :prefix="account.currency.prefix"
+            :suffix="account.currency.suffix"
+            :decimal_places="account.currency.decimal_places"></c-amount.display>
+      </div>
+      {% else %}
+        <div class="text-end font-monospace">-</div>
+      {% endif %}
+    </div>
+    {% if account.exchanged and account.exchanged.income_projected %}
+      <div class="text-end font-monospace tw-text-gray-500">
+        <c-amount.display
+            :amount="account.exchanged.income_projected"
+            :prefix="account.exchanged.currency.prefix"
+            :suffix="account.exchanged.currency.suffix"
+            :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
+      </div>
+    {% endif %}
+    <div class="d-flex justify-content-between align-items-baseline mt-2">
+      <div class="text-end font-monospace">
+        <div class="tw-text-gray-400">{% translate 'projected expenses' %}</div>
+      </div>
+      <div class="dotted-line flex-grow-1"></div>
+      <div>
+        {% if account.expense_projected != 0 %}
+        <div class="text-end font-monospace tw-text-red-400">
+          <c-amount.display
+              :amount="account.expense_projected"
+              :prefix="account.currency.prefix"
+              :suffix="account.currency.suffix"
+              :decimal_places="account.currency.decimal_places"></c-amount.display>
+        </div>
+        {% else %}
+          <div class="text-end font-monospace">-</div>
+        {% endif %}
+      </div>
+    </div>
+    {% if account.exchanged and account.exchanged.expense_projected %}
+      <div class="text-end font-monospace tw-text-gray-500">
+        <c-amount.display
+            :amount="account.exchanged.expense_projected"
+            :prefix="account.exchanged.currency.prefix"
+            :suffix="account.exchanged.currency.suffix"
+            :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
+      </div>
+    {% endif %}
+    <div class="d-flex justify-content-between align-items-baseline mt-2">
+      <div class="text-end font-monospace">
+        <div class="tw-text-gray-400">{% translate 'projected total' %}</div>
+      </div>
+      <div class="dotted-line flex-grow-1"></div>
+      <div
+          class="text-end font-monospace">
+        <c-amount.display
+            :amount="account.total_projected"
+            :prefix="account.currency.prefix"
+            :suffix="account.currency.suffix"
+            :decimal_places="account.currency.decimal_places"
+            color="{% if account.total_projected > 0 %}green{% elif account.total_projected < 0 %}red{% endif %}"></c-amount.display>
+      </div>
+    </div>
+    {% if account.exchanged.total_projected and account.exchanged.total_projected %}
+      <div class="text-end font-monospace tw-text-gray-500">
+        <c-amount.display
+            :amount="account.exchanged.total_projected"
+            :prefix="account.exchanged.currency.prefix"
+            :suffix="account.exchanged.currency.suffix"
+            :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
+      </div>
+    {% endif %}
+    <hr class="my-3">
+    <div class="d-flex justify-content-between align-items-baseline mt-2">
+      <div class="text-end font-monospace">
+        <div class="tw-text-gray-400">{% translate 'current income' %}</div>
+      </div>
+      <div class="dotted-line flex-grow-1"></div>
+      {% if account.income_current != 0 %}
+      <div class="text-end font-monospace tw-text-green-400">
+        <c-amount.display
+            :amount="account.income_current"
+            :prefix="account.currency.prefix"
+            :suffix="account.currency.suffix"
+            :decimal_places="account.currency.decimal_places"></c-amount.display>
+      </div>
+      {% else %}
+        <div class="text-end font-monospace">-</div>
+      {% endif %}
+    </div>
+    {% if account.exchanged and account.exchanged.income_current %}
+      <div class="text-end font-monospace tw-text-gray-500">
+        <c-amount.display
+            :amount="account.exchanged.income_current"
+            :prefix="account.exchanged.currency.prefix"
+            :suffix="account.exchanged.currency.suffix"
+            :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
+      </div>
+    {% endif %}
+    <div class="d-flex justify-content-between align-items-baseline mt-2">
+      <div class="text-end font-monospace">
+        <div class="tw-text-gray-400">{% translate 'current expenses' %}</div>
+      </div>
+      <div class="dotted-line flex-grow-1"></div>
+      {% if account.expense_current != 0 %}
+      <div class="text-end font-monospace tw-text-red-400">
+        <c-amount.display
+            :amount="account.expense_current"
+            :prefix="account.currency.prefix"
+            :suffix="account.currency.suffix"
+            :decimal_places="account.currency.decimal_places"></c-amount.display>
+      </div>
+      {% else %}
+        <div class="text-end font-monospace">-</div>
+      {% endif %}
+    </div>
+    {% if account.exchanged and account.exchanged.expense_current %}
+      <div class="text-end font-monospace tw-text-gray-500">
+        <c-amount.display
+            :amount="account.exchanged.expense_current"
+            :prefix="account.exchanged.currency.prefix"
+            :suffix="account.exchanged.currency.suffix"
+            :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
+      </div>
+    {% endif %}
+    <div class="d-flex justify-content-between align-items-baseline mt-2">
+      <div class="text-end font-monospace">
+        <div class="tw-text-gray-400">{% translate 'current total' %}</div>
+      </div>
+      <div class="dotted-line flex-grow-1"></div>
+      <div class="text-end font-monospace">
+        <c-amount.display
+            :amount="account.total_current"
+            :prefix="account.currency.prefix"
+            :suffix="account.currency.suffix"
+            :decimal_places="account.currency.decimal_places"
+            color="{% if account.total_current > 0 %}green{% elif account.total_current < 0 %}red{% endif %}"></c-amount.display>
+      </div>
+    </div>
+    {% if account.exchanged and account.exchanged.total_current %}
+      <div class="text-end font-monospace tw-text-gray-500">
+        <c-amount.display
+            :amount="account.exchanged.total_current"
+            :prefix="account.exchanged.currency.prefix"
+            :suffix="account.exchanged.currency.suffix"
+            :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
+      </div>
+    {% endif %}
+    <div>
+      <hr class="my-3">
+      <div class="d-flex justify-content-between align-items-baseline mt-2">
+        <div class="text-end font-monospace">
+          <div class="tw-text-gray-400">{% translate 'final total' %}</div>
+        </div>
+        <div class="dotted-line flex-grow-1"></div>
+        <div class="text-end font-monospace">
+          <c-amount.display
+              :amount="account.total_final"
+              :prefix="account.currency.prefix"
+              :suffix="account.currency.suffix"
+              :decimal_places="account.currency.decimal_places"
+              color="{% if account.total_final > 0 %}green{% elif account.total_final < 0 %}red{% endif %}"></c-amount.display>
+        </div>
+      </div>
+      {% if account.exchanged and account.exchanged.total_final %}
+        <div class="text-end font-monospace tw-text-gray-500">
+          <c-amount.display
+              :amount="account.exchanged.total_final"
+              :prefix="account.exchanged.currency.prefix"
+              :suffix="account.exchanged.currency.suffix"
+              :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
+        </div>
+      {% endif %}
+    </div>
+    {% with p=percentages|get_dict_item:account_id %}
+      <div class="my-3">
+        <c-ui.percentage-distribution :percentage="p"></c-ui.percentage-distribution>
+      </div>
+    {% endwith %}
+  </div>
+</div>

app/templates/cotton/ui/currency_card.html

@@ -0,0 +1,193 @@
+{% load tools %}
+{% load i18n %}
+<div class="col card shadow">
+  <div class="card-body">
+    <h5 class="card-title">
+      {{ currency.currency.name }}
+    </h5>
+    <div class="d-flex justify-content-between align-items-baseline mt-2">
+      <div class="text-end font-monospace">
+        <div class="tw-text-gray-400">{% translate 'projected income' %}</div>
+      </div>
+      <div class="dotted-line flex-grow-1"></div>
+      {% if currency.income_projected != 0 %}
+      <div class="text-end font-monospace tw-text-green-400">
+        <c-amount.display
+            :amount="currency.income_projected"
+            :prefix="currency.currency.prefix"
+            :suffix="currency.currency.suffix"
+            :decimal_places="currency.currency.decimal_places"></c-amount.display>
+      </div>
+      {% else %}
+      <div class="text-end font-monospace">-</div>
+      {% endif %}
+    </div>
+    {% if currency.exchanged and currency.exchanged.income_projected %}
+      <div class="text-end font-monospace tw-text-gray-500">
+        <c-amount.display
+            :amount="currency.exchanged.income_projected"
+            :prefix="currency.exchanged.currency.prefix"
+            :suffix="currency.exchanged.currency.suffix"
+            :decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
+      </div>
+    {% endif %}
+    <div class="d-flex justify-content-between align-items-baseline mt-2">
+      <div class="text-end font-monospace">
+        <div class="tw-text-gray-400">{% translate 'projected expenses' %}</div>
+      </div>
+      <div class="dotted-line flex-grow-1"></div>
+      <div>
+        {% if currency.expense_projected != 0 %}
+        <div class="text-end font-monospace tw-text-red-400">
+          <c-amount.display
+              :amount="currency.expense_projected"
+              :prefix="currency.currency.prefix"
+              :suffix="currency.currency.suffix"
+              :decimal_places="currency.currency.decimal_places"></c-amount.display>
+        </div>
+        {% else %}
+          <div class="text-end font-monospace">-</div>
+        {% endif %}
+      </div>
+    </div>
+    {% if currency.exchanged and currency.exchanged.expense_projected %}
+      <div class="text-end font-monospace tw-text-gray-500">
+        <c-amount.display
+            :amount="currency.exchanged.expense_projected"
+            :prefix="currency.exchanged.currency.prefix"
+            :suffix="currency.exchanged.currency.suffix"
+            :decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
+      </div>
+    {% endif %}
+    <div class="d-flex justify-content-between align-items-baseline mt-2">
+      <div class="text-end font-monospace">
+        <div class="tw-text-gray-400">{% translate 'projected total' %}</div>
+      </div>
+      <div class="dotted-line flex-grow-1"></div>
+      <div class="text-end font-monospace">
+        <c-amount.display
+            :amount="currency.total_projected"
+            :prefix="currency.currency.prefix"
+            :suffix="currency.currency.suffix"
+            :decimal_places="currency.currency.decimal_places"
+            color="{% if currency.total_projected > 0 %}green{% elif currency.total_projected < 0 %}red{% endif %}"></c-amount.display>
+      </div>
+    </div>
+    {% if currency.exchanged.total_projected and currency.exchanged.total_projected %}
+      <div class="text-end font-monospace tw-text-gray-500">
+        <c-amount.display
+            :amount="currency.exchanged.total_projected"
+            :prefix="currency.exchanged.currency.prefix"
+            :suffix="currency.exchanged.currency.suffix"
+            :decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
+      </div>
+    {% endif %}
+    <hr class="my-3">
+    <div class="d-flex justify-content-between align-items-baseline mt-2">
+      <div class="text-end font-monospace">
+        <div class="tw-text-gray-400">{% translate 'current income' %}</div>
+      </div>
+      <div class="dotted-line flex-grow-1"></div>
+      {% if currency.income_current != 0 %}
+      <div class="text-end font-monospace tw-text-green-400">
+        <c-amount.display
+            :amount="currency.income_current"
+            :prefix="currency.currency.prefix"
+            :suffix="currency.currency.suffix"
+            :decimal_places="currency.currency.decimal_places"></c-amount.display>
+      </div>
+      {% else %}
+        <div class="text-end font-monospace">-</div>
+      {% endif %}
+    </div>
+    {% if currency.exchanged and currency.exchanged.income_current %}
+      <div class="text-end font-monospace tw-text-gray-500">
+        <c-amount.display
+            :amount="currency.exchanged.income_current"
+            :prefix="currency.exchanged.currency.prefix"
+            :suffix="currency.exchanged.currency.suffix"
+            :decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
+      </div>
+    {% endif %}
+    <div class="d-flex justify-content-between align-items-baseline mt-2">
+      <div class="text-end font-monospace">
+        <div class="tw-text-gray-400">{% translate 'current expenses' %}</div>
+      </div>
+      <div class="dotted-line flex-grow-1"></div>
+      {% if currency.expense_current != 0 %}
+      <div class="text-end font-monospace tw-text-red-400">
+        <c-amount.display
+            :amount="currency.expense_current"
+            :prefix="currency.currency.prefix"
+            :suffix="currency.currency.suffix"
+            :decimal_places="currency.currency.decimal_places"></c-amount.display>
+      </div>
+      {% else %}
+        <div class="text-end font-monospace">-</div>
+      {% endif %}
+    </div>
+    {% if currency.exchanged and currency.exchanged.expense_current %}
+      <div class="text-end font-monospace tw-text-gray-500">
+        <c-amount.display
+            :amount="currency.exchanged.expense_current"
+            :prefix="currency.exchanged.currency.prefix"
+            :suffix="currency.exchanged.currency.suffix"
+            :decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
+      </div>
+    {% endif %}
+    <div class="d-flex justify-content-between align-items-baseline mt-2">
+      <div class="text-end font-monospace">
+        <div class="tw-text-gray-400">{% translate 'current total' %}</div>
+      </div>
+      <div class="dotted-line flex-grow-1"></div>
+      <div class="text-end font-monospace">
+        <c-amount.display
+            :amount="currency.total_current"
+            :prefix="currency.currency.prefix"
+            :suffix="currency.currency.suffix"
+            :decimal_places="currency.currency.decimal_places"
+            color="{% if currency.total_current > 0 %}green{% elif currency.total_current < 0 %}red{% endif %}"></c-amount.display>
+      </div>
+    </div>
+    {% if currency.exchanged and currency.exchanged.total_current %}
+      <div class="text-end font-monospace tw-text-gray-500">
+        <c-amount.display
+            :amount="currency.exchanged.total_current"
+            :prefix="currency.exchanged.currency.prefix"
+            :suffix="currency.exchanged.currency.suffix"
+            :decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
+      </div>
+    {% endif %}
+    <div>
+      <hr class="my-3">
+      <div class="d-flex justify-content-between align-items-baseline mt-2">
+        <div class="text-end font-monospace">
+          <div class="tw-text-gray-400">{% translate 'final total' %}</div>
+        </div>
+        <div class="dotted-line flex-grow-1"></div>
+        <div class="text-end font-monospace">
+          <c-amount.display
+              :amount="currency.total_final"
+              :prefix="currency.currency.prefix"
+              :suffix="currency.currency.suffix"
+              :decimal_places="currency.currency.decimal_places"
+              color="{% if currency.total_final > 0 %}green{% elif currency.total_final < 0 %}red{% endif %}"></c-amount.display>
+        </div>
+      </div>
+      {% if currency.exchanged and currency.exchanged.total_final %}
+        <div class="text-end font-monospace tw-text-gray-500">
+          <c-amount.display
+              :amount="currency.exchanged.total_final"
+              :prefix="currency.exchanged.currency.prefix"
+              :suffix="currency.exchanged.currency.suffix"
+              :decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
+        </div>
+      {% endif %}
+    </div>
+    {% with p=percentages|get_dict_item:currency_id %}
+      <div class="my-3">
+        <c-ui.percentage-distribution :percentage="p"></c-ui.percentage-distribution>
+      </div>
+    {% endwith %}
+  </div>
+</div>

app/templates/cotton/ui/deleted_transactions_action_bar.html

@@ -0,0 +1,243 @@
+{% load i18n %}
+<div class="tw-sticky tw-bottom-4 tw-left-0 tw-right-0 tw-z-50 tw-hidden mx-auto tw-w-fit" id="actions-bar"
+     _="on change from #transactions-list or htmx:afterSettle from window
+        if #actions-bar then
+            if no <input[type='checkbox']:checked/> in #transactions-list
+              if #actions-bar
+                add .slide-in-bottom-reverse then settle
+                then add .tw-hidden to #actions-bar
+                then remove .slide-in-bottom-reverse
+              end
+            else
+              if #actions-bar
+                remove .tw-hidden from #actions-bar
+                then trigger selected_transactions_updated
+              end
+            end
+          end
+        end">
+  <div class="card slide-in-bottom">
+    <div class="card-body p-2 d-flex justify-content-between align-items-center gap-3">
+      {% spaceless %}
+        <div class="dropdown">
+          <button class="btn btn-secondary btn-sm dropdown-toggle" type="button" data-bs-toggle="dropdown"
+                  aria-expanded="false">
+            <i class="fa-regular fa-square-check fa-fw"></i>
+          </button>
+          <ul class="dropdown-menu">
+            <li>
+              <div class="dropdown-item px-3 tw-cursor-pointer"
+                   _="on click set <#transactions-list input[type='checkbox']/>'s checked to true then call me.blur() then trigger change">
+                <i class="fa-regular fa-square-check tw-text-green-400 me-3"></i>{% translate 'Select All' %}
+              </div>
+            </li>
+            <li>
+              <div class="dropdown-item px-3 tw-cursor-pointer"
+                   _="on click set <#transactions-list input[type='checkbox']/>'s checked to false then call me.blur() then trigger change">
+                <i class="fa-regular fa-square tw-text-red-400 me-3"></i>{% translate 'Unselect All' %}
+              </div>
+            </li>
+          </ul>
+        </div>
+        <div class="vr tw-align-middle"></div>
+        <button class="btn btn-secondary btn-sm"
+                hx-get="{% url 'transactions_bulk_undelete' %}"
+                hx-include=".transaction"
+                data-bs-toggle="tooltip"
+                data-bs-title="{% translate 'Restore' %}">
+          <i class="fa-solid fa-trash-arrow-up fa-fw"></i>
+        </button>
+        <button class="btn btn-secondary btn-sm"
+                hx-get="{% url 'transactions_bulk_delete' %}"
+                hx-include=".transaction"
+                hx-trigger="confirmed"
+                data-bs-toggle="tooltip"
+                data-bs-title="{% translate 'Delete' %}"
+                data-bypass-on-ctrl="true"
+                data-title="{% translate "Are you sure?" %}"
+                data-text="{% translate "You won't be able to revert this!" %}"
+                data-confirm-text="{% translate "Yes, delete them!" %}"
+                _="install prompt_swal">
+          <i class="fa-solid fa-trash text-danger"></i>
+        </button>
+        <div class="vr tw-align-middle"></div>
+        <div class="btn-group"
+             _="on selected_transactions_updated from #actions-bar
+                  set realTotal to math.bignumber(0)
+                  set flatTotal to math.bignumber(0)
+                  set transactions to <.transaction:has(input[name='transactions']:checked)/>
+                  set flatAmountValues to []
+                  set realAmountValues to []
+
+                  for transaction in transactions
+                    set amt to first <.main-amount .amount/> in transaction
+                    set amountValue to parseFloat(amt.getAttribute('data-amount'))
+                    append amountValue to flatAmountValues
+
+                    if not isNaN(amountValue)
+                      set flatTotal to math.chain(flatTotal).add(amountValue)
+
+                      if transaction match .income
+                        append amountValue to realAmountValues
+                        set realTotal to math.chain(realTotal).add(amountValue)
+                      else
+                        append -amountValue to realAmountValues
+                        set realTotal to math.chain(realTotal).subtract(amountValue)
+                      end
+                    end
+                  end
+                  
+                  set mean to flatTotal.divide(flatAmountValues.length).done().toNumber()
+                  set realTotal to realTotal.done().toNumber()
+                  set flatTotal to flatTotal.done().toNumber()
+
+                  put realTotal.toLocaleString(undefined, {minimumFractionDigits: 0, maximumFractionDigits: 40}) into #real-total-front's innerText
+                  put realTotal.toLocaleString(undefined, {minimumFractionDigits: 0, maximumFractionDigits: 40}) into #calc-menu-real-total's innerText
+                  put flatTotal.toLocaleString(undefined, {minimumFractionDigits: 0, maximumFractionDigits: 40}) into #calc-menu-flat-total's innerText
+                  put Math.max.apply(Math, realAmountValues).toLocaleString(undefined, {minimumFractionDigits: 0, maximumFractionDigits: 40}) into #calc-menu-max's innerText
+                  put Math.min.apply(Math, realAmountValues).toLocaleString(undefined, {minimumFractionDigits: 0, maximumFractionDigits: 40}) into #calc-menu-min's innerText
+                  put mean.toLocaleString(undefined, {minimumFractionDigits: 0, maximumFractionDigits: 40}) into #calc-menu-mean's innerText
+                  put flatAmountValues.length.toLocaleString(undefined, {minimumFractionDigits: 0, maximumFractionDigits: 40}) into #calc-menu-count's innerText
+                end">
+          <button class="btn btn-secondary btn-sm" _="on click
+                      set original_value to #real-total-front's innerText
+                      writeText(original_value) on navigator.clipboard
+                      put '{% translate "copied!" %}' into #real-total-front's innerText
+                      wait 1s
+                      put original_value into #real-total-front's innerText
+                    end">
+            <i class="fa-solid fa-plus fa-fw me-md-2 text-primary"></i>
+            <span class="d-none d-md-inline-block" id="real-total-front">0</span>
+          </button>
+          <button type="button" class="btn btn-sm btn-secondary dropdown-toggle dropdown-toggle-split"
+                  data-bs-toggle="dropdown" aria-expanded="false" data-bs-auto-close="outside">
+            <span class="visually-hidden">{% trans "Toggle Dropdown" %}</span>
+          </button>
+
+          <ul class="dropdown-menu">
+            <li>
+              <div class="dropdown-item-text p-0">
+                <div>
+                  <div class="text-body-secondary tw-text-xs tw-font-medium px-3">
+                    {% trans "Flat Total" %}
+                  </div>
+                  <div class="dropdown-item px-3 tw-cursor-pointer"
+                       id="calc-menu-flat-total"
+                       _="on click
+                            set original_value to my innerText
+                            writeText(my innerText) on navigator.clipboard
+                            put '{% translate "copied!" %}' into me
+                            wait 1s
+                            put original_value into me
+                          end">
+                    0
+                  </div>
+                </div>
+              </div>
+            </li>
+            <li>
+              <div class="dropdown-item-text p-0">
+                <div>
+                  <div class="text-body-secondary tw-text-xs tw-font-medium px-3">
+                    {% trans "Real Total" %}
+                  </div>
+                  <div class="dropdown-item px-3 tw-cursor-pointer"
+                       id="calc-menu-real-total"
+                       _="on click
+                            set original_value to my innerText
+                            writeText(my innerText) on navigator.clipboard
+                            put '{% translate "copied!" %}' into me
+                            wait 1s
+                            put original_value into me
+                          end">
+                    0
+                  </div>
+                </div>
+              </div>
+            </li>
+            <li>
+              <div class="dropdown-item-text p-0">
+                <div>
+                  <div class="text-body-secondary tw-text-xs tw-font-medium px-3">
+                    {% trans "Mean" %}
+                  </div>
+                  <div class="dropdown-item px-3 tw-cursor-pointer"
+                       id="calc-menu-mean"
+                       _="on click
+                            set original_value to my innerText
+                            writeText(my innerText) on navigator.clipboard
+                            put '{% translate "copied!" %}' into me
+                            wait 1s
+                            put original_value into me
+                          end">
+                    0
+                  </div>
+                </div>
+              </div>
+            </li>
+            <li>
+              <div class="dropdown-item-text p-0">
+                <div>
+                  <div class="text-body-secondary tw-text-xs tw-font-medium px-3">
+                    {% trans "Max" %}
+                  </div>
+                  <div class="dropdown-item px-3 tw-cursor-pointer"
+                       id="calc-menu-max"
+                       _="on click
+                            set original_value to my innerText
+                            writeText(my innerText) on navigator.clipboard
+                            put '{% translate "copied!" %}' into me
+                            wait 1s
+                            put original_value into me
+                          end">
+                    0
+                  </div>
+                </div>
+              </div>
+            </li>
+            <li>
+              <div class="dropdown-item-text p-0">
+                <div>
+                  <div class="text-body-secondary tw-text-xs tw-font-medium px-3">
+                    {% trans "Min" %}
+                  </div>
+                  <div class="dropdown-item px-3 tw-cursor-pointer"
+                       id="calc-menu-min"
+                       _="on click
+                            set original_value to my innerText
+                            writeText(my innerText) on navigator.clipboard
+                            put '{% translate "copied!" %}' into me
+                            wait 1s
+                            put original_value into me
+                          end">
+                    0
+                  </div>
+                </div>
+              </div>
+            </li>
+            <li>
+              <div class="dropdown-item-text p-0">
+                <div>
+                  <div class="text-body-secondary tw-text-xs tw-font-medium px-3">
+                    {% trans "Count" %}
+                  </div>
+                  <div class="dropdown-item px-3 tw-cursor-pointer"
+                       id="calc-menu-count"
+                       _="on click
+                            set original_value to my innerText
+                            writeText(my innerText) on navigator.clipboard
+                            put '{% translate "copied!" %}' into me
+                            wait 1s
+                            put original_value into me
+                          end">
+                    0
+                  </div>
+                </div>
+              </div>
+            </li>
+          </ul>
+        </div>
+      {% endspaceless %}
+    </div>
+  </div>
+</div>

app/templates/cotton/ui/info_card.html

@@ -3,7 +3,7 @@
     <i class="{{ icon }}"></i>
   </div>
   <div class="card-body">
-    <h5 class="tw-text-{{ color }}-400 fw-bold" {{ attrs }}>{{ title }}{% if help_text %}{% include 'includes/help_icon.html' with content=help_text %}{% endif %}</h5>
+    <h5 class="tw-text-{{ color }}-400 fw-bold tw-mr-[50px]" {{ attrs }}>{{ title }}{% if help_text %}{% include 'includes/help_icon.html' with content=help_text %}{% endif %}</h5>
     {{ slot }}
   </div>
 </div>

app/templates/cotton/ui/quick_transactions_buttons.html

@@ -0,0 +1,50 @@
+{% load i18n %}
+<div class="d-grid gap-2 d-xl-flex justify-content-xl-end">
+  <div class="d-grid gap-2 d-xl-flex flex-wrap justify-content-xl-center">
+    <button class="btn btn-sm btn-outline-success"
+            hx-get="{% url 'transaction_add' %}"
+            hx-target="#generic-offcanvas"
+            hx-trigger="click, add_income from:window"
+            hx-vals='{"year": {{ year }}, {% if month %}"month": {{ month }},{% endif %} "type": "IN"}'>
+      <i class="fa-solid fa-arrow-right-to-bracket me-2"></i>
+      {% translate "Income" %}
+    </button>
+    <button class="btn btn-sm btn-outline-danger"
+            hx-get="{% url 'transaction_add' %}"
+            hx-target="#generic-offcanvas"
+            hx-trigger="click, add_expense from:window"
+            hx-vals='{"year": {{ year }}, {% if month %}"month": {{ month }},{% endif %} "type": "EX"}'>
+      <i class="fa-solid fa-arrow-right-from-bracket me-2"></i>
+      {% translate "Expense" %}
+    </button>
+    <button class="btn btn-sm btn-outline-warning"
+            hx-get="{% url 'installment_plan_add' %}"
+            hx-trigger="click, installment from:window"
+            hx-target="#generic-offcanvas">
+      <i class="fa-solid fa-divide me-2"></i>
+      {% translate "Installment" %}
+    </button>
+    <button class="btn btn-sm btn-outline-warning"
+            hx-get="{% url 'recurring_transaction_add' %}"
+            hx-trigger="click, balance from:window"
+            hx-target="#generic-offcanvas">
+      <i class="fa-solid fa-repeat me-2"></i>
+      {% translate "Recurring" %}
+    </button>
+    <button class="btn btn-sm btn-outline-info"
+            hx-get="{% url 'transactions_transfer' %}"
+            hx-target="#generic-offcanvas"
+            hx-trigger="click, add_transfer from:window"
+            hx-vals='{"year": {{ year }} {% if month %}, "month": {{ month }}{% endif %}}'>
+      <i class="fa-solid fa-money-bill-transfer me-2"></i>
+      {% translate "Transfer" %}
+    </button>
+    <button class="btn btn-sm btn-outline-info"
+            hx-get="{% url 'account_reconciliation' %}"
+            hx-trigger="click, balance from:window"
+            hx-target="#generic-offcanvas">
+      <i class="fa-solid fa-scale-balanced me-2"></i>
+      {% translate "Balance" %}
+    </button>
+  </div>
+</div>

app/templates/cotton/ui/transactions_action_bar.html

@@ -1,16 +1,18 @@
 {% load i18n %}
 <div class="tw-sticky tw-bottom-4 tw-left-0 tw-right-0 tw-z-50 tw-hidden mx-auto tw-w-fit" id="actions-bar"
      _="on change from #transactions-list or htmx:afterSettle from window
-          if no <input[type='checkbox']:checked/> in #transactions-list
-            if #actions-bar
-              add .slide-in-bottom-reverse then settle
-              then add .tw-hidden to #actions-bar
-              then remove .slide-in-bottom-reverse
-            end
-          else
-            if #actions-bar
-              remove .tw-hidden from #actions-bar
-              then trigger selected_transactions_updated
+        if #actions-bar then
+            if no <input[type='checkbox']:checked/> in #transactions-list
+              if #actions-bar
+                add .slide-in-bottom-reverse then settle
+                then add .tw-hidden to #actions-bar
+                then remove .slide-in-bottom-reverse
+              end
+            else
+              if #actions-bar
+                remove .tw-hidden from #actions-bar
+                then trigger selected_transactions_updated
+              end
             end
           end
         end">

app/templates/exchange_rates/fragments/table.html

@@ -40,8 +40,8 @@
             </div>
           </td>
           <td class="col-3">{{ exchange_rate.date|date:"SHORT_DATETIME_FORMAT" }}</td>
-          <td class="col-3"><span class="badge rounded-pill text-bg-secondary">{{ exchange_rate.from_currency.code }}</span> x <span class="badge rounded-pill text-bg-secondary">{{ exchange_rate.to_currency.code }}</span></td>
-          <td class="col-3">1 {{ exchange_rate.from_currency.code }} ≅ {% currency_display amount=exchange_rate.rate prefix=exchange_rate.to_currency.prefix suffix=exchange_rate.to_currency.suffix decimal_places=exchange_rate.to_currency.decimal_places%}</td>
+          <td class="col-3"><span class="badge rounded-pill text-bg-secondary">{{ exchange_rate.from_currency.name }}</span> x <span class="badge rounded-pill text-bg-secondary">{{ exchange_rate.to_currency.name }}</span></td>
+          <td class="col-3">1 {{ exchange_rate.from_currency.name }} ≅ {% currency_display amount=exchange_rate.rate prefix=exchange_rate.to_currency.prefix suffix=exchange_rate.to_currency.suffix decimal_places=exchange_rate.to_currency.decimal_places%}</td>
         </tr>
         {% endfor %}
       </tbody>

app/templates/exchange_rates_services/fragments/add.html

@@ -0,0 +1,11 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Add exchange rate' %}{% endblock %}
+
+{% block body %}
+<form hx-post="{% url 'automatic_exchange_rate_add' %}" hx-target="#generic-offcanvas" novalidate>
+    {% crispy form %}
+</form>
+{% endblock %}

app/templates/exchange_rates_services/fragments/edit.html

@@ -0,0 +1,11 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Edit exchange rate' %}{% endblock %}
+
+{% block body %}
+<form hx-post="{% url 'automatic_exchange_rate_edit' pk=service.id %}" hx-target="#generic-offcanvas" novalidate>
+    {% crispy form %}
+</form>
+{% endblock %}

app/templates/exchange_rates_services/fragments/list.html

@@ -0,0 +1,79 @@
+{% load currency_display %}
+{% load i18n %}
+<div class="container px-md-3 py-3 column-gap-5">
+  <div class="tw-text-3xl fw-bold font-monospace tw-w-full mb-3">
+    {% spaceless %}
+      <div>{% translate 'Automatic Exchange Rates' %}<span>
+      <a class="text-decoration-none tw-text-2xl p-1 category-action"
+         role="button"
+         data-bs-toggle="tooltip"
+         data-bs-title="{% translate "Add" %}"
+         hx-get="{% url 'automatic_exchange_rate_add' %}"
+         hx-target="#generic-offcanvas">
+            <i class="fa-solid fa-circle-plus fa-fw"></i></a>
+    </span></div>
+    {% endspaceless %}
+  </div>
+
+  <div class="card">
+    <div class="card-header text-body-secondary">
+      <button type="button" hx-get="{% url 'automatic_exchange_rate_force_fetch' %}"
+              class="btn btn-outline-primary btn-sm">{% trans 'Fetch all' %}</button>
+    </div>
+    <div class="card-body">
+      {% if services %}
+        <c-config.search></c-config.search>
+        <div class="table-responsive">
+          <table class="table table-hover">
+            <thead>
+            <tr>
+              <th scope="col" class="col-auto"></th>
+              <th scope="col" class="col-auto"></th>
+              <th scope="col" class="col-auto">{% translate 'Name' %}</th>
+              <th scope="col" class="col">{% translate 'Service' %}</th>
+              <th scope="col" class="col">{% translate 'Targeting' %}</th>
+              <th scope="col" class="col">{% translate 'Last fetch' %}</th>
+            </tr>
+            </thead>
+            <tbody>
+            {% for service in services %}
+              <tr class="services">
+                <td class="col-auto">
+                  <div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
+                    <a class="btn btn-secondary btn-sm"
+                       role="button"
+                       data-bs-toggle="tooltip"
+                       data-bs-title="{% translate "Edit" %}"
+                       hx-get="{% url 'automatic_exchange_rate_edit' pk=service.id %}"
+                       hx-target="#generic-offcanvas">
+                      <i class="fa-solid fa-pencil fa-fw"></i></a>
+                    <a class="btn btn-secondary btn-sm text-danger"
+                       role="button"
+                       data-bs-toggle="tooltip"
+                       data-bs-title="{% translate "Delete" %}"
+                       hx-delete="{% url 'automatic_exchange_rate_delete' pk=service.id %}"
+                       hx-trigger='confirmed'
+                       data-bypass-on-ctrl="true"
+                       data-title="{% translate "Are you sure?" %}"
+                       data-text="{% translate "You won't be able to revert this!" %}"
+                       data-confirm-text="{% translate "Yes, delete it!" %}"
+                       _="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
+                  </div>
+                </td>
+                <td class="col-auto">{% if service.is_active %}<i class="fa-solid fa-circle text-success"></i>{% else %}
+                  <i class="fa-solid fa-circle text-danger"></i>{% endif %}</td>
+                <td class="col-auto">{{ service.name }}</td>
+                <td class="col">{{ service.get_service_type_display }}</td>
+                <td class="col">{{ service.target_currencies.count }} {% trans 'currencies' %}, {{ service.target_accounts.count }} {% trans 'accounts' %}</td>
+                <td class="col">{{ service.last_fetch|date:"SHORT_DATETIME_FORMAT" }}</td>
+              </tr>
+            {% endfor %}
+            </tbody>
+          </table>
+        </div>
+      {% else %}
+        <c-msg.empty title="{% translate "No services configured" %}" remove-padding></c-msg.empty>
+      {% endif %}
+    </div>
+  </div>
+</div>

app/templates/exchange_rates_services/fragments/table.html

@@ -0,0 +1,132 @@
+{% load currency_display %}
+{% load i18n %}
+<div class="card-body show-loading" hx-get="{% url 'exchange_rates_list_pair' %}" hx-trigger="updated from:window" hx-swap="outerHTML" hx-vals='{"page": "{{ page_obj.number }}", "from": "{{ from_currency|default_if_none:"" }}", "to": "{{ to_currency|default_if_none:"" }}"}'>
+  {% if page_obj %}
+  <div class="table-responsive">
+    <table class="table table-hover text-nowrap">
+      <thead>
+        <tr>
+          <th scope="col" class="col-auto"></th>
+          <th scope="col" class="col">{% translate 'Date' %}</th>
+          <th scope="col" class="col">{% translate 'Pairing' %}</th>
+          <th scope="col" class="col">{% translate 'Rate' %}</th>
+        </tr>
+      </thead>
+      <tbody>
+        {% for exchange_rate in page_obj %}
+        <tr class="exchange-rate">
+          <td class="col-auto">
+            <div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
+              <a class="btn btn-secondary btn-sm"
+                    role="button"
+                    data-bs-toggle="tooltip"
+                    data-bs-title="{% translate "Edit" %}"
+                    hx-get="{% url 'exchange_rate_edit' pk=exchange_rate.id %}"
+                    hx-target="#generic-offcanvas"
+                    hx-swap="innerHTML">
+                <i class="fa-solid fa-pencil fa-fw"></i></a>
+              <a class="btn btn-secondary btn-sm text-danger"
+                      role="button"
+                      data-bs-toggle="tooltip"
+                      data-bs-title="{% translate "Delete" %}"
+                      hx-delete="{% url 'exchange_rate_delete' pk=exchange_rate.id %}"
+                      hx-trigger='confirmed'
+                      hx-swap="innerHTML"
+                      data-bypass-on-ctrl="true"
+                      data-title="{% translate "Are you sure?" %}"
+                      data-text="{% translate "You won't be able to revert this!" %}"
+                      data-confirm-text="{% translate "Yes, delete it!" %}"
+                      _="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
+            </div>
+          </td>
+          <td class="col-3">{{ exchange_rate.date|date:"SHORT_DATETIME_FORMAT" }}</td>
+          <td class="col-3"><span class="badge rounded-pill text-bg-secondary">{{ exchange_rate.from_currency.name }}</span> x <span class="badge rounded-pill text-bg-secondary">{{ exchange_rate.to_currency.name }}</span></td>
+          <td class="col-3">1 {{ exchange_rate.from_currency.name }} ≅ {% currency_display amount=exchange_rate.rate prefix=exchange_rate.to_currency.prefix suffix=exchange_rate.to_currency.suffix decimal_places=exchange_rate.to_currency.decimal_places%}</td>
+        </tr>
+        {% endfor %}
+      </tbody>
+    </table>
+  </div>
+  {% else %}
+    <c-msg.empty title="{% translate "No exchange rates" %}" remove-padding></c-msg.empty>
+  {% endif %}
+
+  {% if page_obj.has_other_pages %}
+  <div class="mt-auto">
+    <input value="{{ page_obj.number }}" name="page" type="hidden" id="page">
+
+    <nav aria-label="{% translate 'Page navigation' %}">
+    <ul class="pagination justify-content-center mt-5">
+      <li class="page-item">
+        <a class="page-link tw-cursor-pointer {% if not page_obj.has_previous %}disabled{% endif %}"
+           hx-get="{% if page_obj.has_previous %}{% url 'exchange_rates_list_pair' %}{% endif %}"
+           hx-vals='{"page": 1, "from": "{{ from_currency|default_if_none:"" }}", "to": "{{ to_currency|default_if_none:"" }}"}'
+           hx-include="#filter, #order"
+           hx-target="#exchange-rates-table"
+           aria-label="Primeira página"
+           hx-swap="show:top">
+          <span aria-hidden="true">&laquo;</span>
+        </a>
+      </li>
+      {% for page_number in page_obj.paginator.page_range %}
+              {% comment %}
+                  This conditional allows us to display up to 3 pages before and after the current page
+                  If you decide to remove this conditional, all the pages will be displayed
+
+                  You can change the 3 to any number you want e.g
+                  To display only 5 pagination items, change the 3 to 2 (2 before and 2 after the current page)
+              {% endcomment %}
+              {% if page_number <= page_obj.number|add:3 and page_number >= page_obj.number|add:-3 %}
+                  {% if page_obj.number == page_number %}
+                      <li class="page-item active">
+                          <a class="page-link tw-cursor-pointer">
+                              {{ page_number }}
+                          </a>
+                      </li>
+                  {% else %}
+                      <li class="page-item">
+                          <a class="page-link tw-cursor-pointer"
+                             hx-get="{% url 'exchange_rates_list_pair' %}"
+                             hx-vals='{"page": {{ page_number }}, "from": "{{ from_currency|default_if_none:"" }}", "to": "{{ to_currency|default_if_none:"" }}"}'
+                             hx-target="#exchange-rates-table"
+                             hx-swap="show:top">
+                              {{ page_number }}
+                          </a>
+                      </li>
+                  {% endif %}
+              {% endif %}
+      {% endfor %}
+      {% if page_obj.number|add:3 < page_obj.paginator.num_pages %}
+        <li class="page-item">
+          <a class="page-link disabled"
+             aria-label="...">
+            <span aria-hidden="true">...</span>
+          </a>
+        </li>
+        <li class="page-item">
+          <a class="page-link tw-cursor-pointer"
+             hx-get="{% url 'exchange_rates_list_pair' %}" hx-target="#exchange-rates-table"
+             hx-vals='{"page": {{ page_obj.paginator.num_pages }}, "from": "{{ from_currency|default_if_none:"" }}", "to": "{{ to_currency|default_if_none:"" }}"}'
+             hx-include="#filter, #order"
+             hx-swap="show:top"
+             aria-label="Última página">
+            <span aria-hidden="true">{{ page_obj.paginator.num_pages }}</span>
+          </a>
+        </li>
+      {% endif %}
+      <li class="page-item">
+        <a class="page-link {% if not page_obj.has_next %}disabled{% endif %} tw-cursor-pointer"
+           hx-get="{% if page_obj.has_next %}{% url 'exchange_rates_list_pair' %}{% endif %}"
+           hx-vals='{"page": {{ page_obj.paginator.num_pages }}, "from": "{{ from_currency|default_if_none:"" }}", "to": "{{ to_currency|default_if_none:"" }}"}'
+           hx-include="#filter, #order"
+           hx-swap="show:top"
+           hx-target="#exchange-rates-table"
+           aria-label="Next">
+          <span aria-hidden="true">&raquo;</span>
+        </a>
+      </li>
+    </ul>
+  </nav>
+  </div>
+  {% endif %}
+</div>

app/templates/exchange_rates_services/pages/index.html

@@ -0,0 +1,8 @@
+{% extends "layouts/base.html" %}
+{% load i18n %}
+
+{% block title %}{% translate 'Automatic Exchange Rates' %}{% endblock %}
+
+{% block content %}
+<div hx-get="{% url 'automatic_exchange_rates_list' %}" hx-trigger="load, updated from:window" class="show-loading"></div>
+{% endblock %}

app/templates/includes/navbar.html

@@ -1,3 +1,4 @@
+{% load settings %}
 {% load static %}
 {% load i18n %}
 {% load active_link %}
@@ -56,7 +57,13 @@
             <li><a class="dropdown-item {% active_link views='transactions_all_index' %}"
                    href="{% url 'transactions_all_index' %}">{% translate 'All' %}</a></li>
             <li>
-              <hr class="dropdown-divider">
+            {% settings "ENABLE_SOFT_DELETE" as enable_soft_delete %}
+            {% if enable_soft_delete %}
+            <li><a class="dropdown-item {% active_link views='transactions_trash_index' %}"
+                   href="{% url 'transactions_trash_index' %}">{% translate 'Trash Can' %}</a></li>
+            <li>
+            {% endif %}
+            <hr class="dropdown-divider">
             </li>
             <li><a class="dropdown-item {% active_link views='installment_plans_index' %}"
                    href="{% url 'installment_plans_index' %}">{% translate 'Installment Plans' %}</a></li>
@@ -122,6 +129,8 @@
                    href="{% url 'rules_index' %}">{% translate 'Rules' %}</a></li>
             <li><a class="dropdown-item {% active_link views='import_profiles_index' %}"
                    href="{% url 'import_profiles_index' %}">{% translate 'Import' %} <span class="badge text-bg-primary">beta</span></a></li>
+            <li><a class="dropdown-item {% active_link views='automatic_exchange_rates_index' %}"
+                   href="{% url 'automatic_exchange_rates_index' %}">{% translate 'Automatic Exchange Rates' %}</a></li>
             <li>
               <hr class="dropdown-divider">
             </li>

app/templates/includes/navbar/user_menu.html

@@ -1,3 +1,4 @@
+{% load settings %}
 {% load i18n %}
 <div class="dropdown">
   <a class="tw-text-2xl" type="button" data-bs-toggle="dropdown" aria-expanded="false">
@@ -40,5 +41,7 @@
     </li>
     <li><a class="dropdown-item" href="{% url 'logout' %}"><i class="fa-solid fa-door-open me-2 fa-fw"></i
     >{% translate 'Logout' %}</a></li>
+    <li><hr class="dropdown-divider"></li>
+    <li><a class="dropdown-item" href="https://github.com/eitchtee/WYGIWYH/releases" target="_blank" rel="nofollow">v. {% settings "APP_VERSION" %}</a></li>
   </ul>
 </div>

app/templates/includes/scripts.html

@@ -4,11 +4,13 @@
 {% javascript_pack 'sweetalert2' attrs="defer" %}
 {% javascript_pack 'select' attrs="defer" %}
 {% javascript_pack 'datepicker' %}
+{% javascript_pack 'autosize' attrs="defer" %}
 
 {% include 'includes/scripts/hyperscript/init_tom_select.html' %}
 {% include 'includes/scripts/hyperscript/init_date_picker.html' %}
 {% include 'includes/scripts/hyperscript/hide_amount.html' %}
 {% include 'includes/scripts/hyperscript/tooltip.html' %}
+{% include 'includes/scripts/hyperscript/autosize.html' %}
 {% include 'includes/scripts/hyperscript/htmx_error_handler.html' %}
 {% include 'includes/scripts/hyperscript/sounds.html' %}
 {% include 'includes/scripts/hyperscript/swal.html' %}

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

@@ -0,0 +1,7 @@
+<script type="text/hyperscript">
+  on htmx:afterSettle
+    for elem in <.textarea/>
+      autosize(elem)
+    end
+  end
+</script>

app/templates/includes/toasts.html

@@ -1,5 +1,5 @@
 <div id="toasts">
-  <div class="toast-container position-fixed bottom-0 end-0 p-3" hx-trigger="load, updated from:window" hx-get="{% url 'toasts' %}" hx-swap="beforeend">
+  <div class="toast-container position-fixed bottom-0 end-0 p-3" hx-trigger="load, updated from:window, toasts from:window" hx-get="{% url 'toasts' %}" hx-swap="beforeend">
 
   </div>
 </div>

app/templates/monthly_overview/fragments/list.html

@@ -4,9 +4,9 @@
 
 <div id="transactions-list">
   {% for x in transactions_by_date %}
-    <div id="{{ x.grouper|slugify }}"
-         _="on htmx:afterSettle from #transactions if sessionStorage.getItem(my id) is null then sessionStorage.setItem(my id, 'true')">
-      <div class="mt-3 mb-1 w-100 tw-text-base border-bottom bg-body">
+    <div id="{{ x.grouper|slugify }}" class="transactions-divider"
+         _="on htmx:afterSwap from #transactions if sessionStorage.getItem(my id) is null then sessionStorage.setItem(my id, 'true')">
+      <div class="mt-3 mb-1 w-100 tw-text-base border-bottom bg-body transactions-divider-title">
         <a class="text-decoration-none d-inline-block w-100"
            role="button"
            data-bs-toggle="collapse"
@@ -17,15 +17,21 @@
         {{ x.grouper }}
         </a>
       </div>
-      <div class="collapse" id="c-{{ x.grouper|slugify }}-collapse"
+      <div class="collapse transactions-divider-collapse" id="c-{{ x.grouper|slugify }}-collapse"
            _="on shown.bs.collapse sessionStorage.setItem(the closest parent @id, 'true')
               on hidden.bs.collapse sessionStorage.setItem(the closest parent @id, 'false')
-              on htmx:afterSettle from #transactions
+              on htmx:afterSettle from #transactions or toggle
                 set state to sessionStorage.getItem(the closest parent @id)
                 if state is 'true' or state is null
                   add .show to me
                   set @aria-expanded of #c-{{ x.grouper|slugify }}-collapsible to true
-                end">
+                else
+                  remove .show from me
+                  set @aria-expanded of #c-{{ x.grouper|slugify }}-collapsible to false
+                end
+              on show
+                add .show to me
+                set @aria-expanded of #c-{{ x.grouper|slugify }}-collapsible to true">
         <div class="d-flex flex-column">
         {% for transaction in x.list %}
           <c-transaction.item

app/templates/monthly_overview/fragments/monthly_account_summary.html

@@ -0,0 +1,17 @@
+{% load tools %}
+{% load i18n %}
+{% load currency_display %}
+
+<div class="row row-cols-1 g-4 mt-1 mb-3">
+  {% for account_id, account in account_data.items %}
+    <div class="col">
+      <c-ui.account_card :account="account" :account_id="account_id"
+                         :percentages="account_percentages"></c-ui.account_card>
+    </div>
+  {% empty %}
+    <div class="col">
+    <c-msg.empty
+        title="{% translate "No information to display" %}"></c-msg.empty>
+  {% endfor %}
+  </div>
+</div>

app/templates/monthly_overview/fragments/monthly_currency_summary.html

@@ -0,0 +1,16 @@
+{% load tools %}
+{% load i18n %}
+{% load currency_display %}
+<div class="row row-cols-1 g-4 mt-1 mb-3">
+  {% for currency_id, currency in currency_data.items %}
+    <div class="col">
+      <c-ui.currency_card :currency="currency" :currency_id="currency_id"
+                          :percentages="currency_percentages"></c-ui.currency_card>
+    </div>
+  {% empty %}
+    <div class="col">
+      <c-msg.empty
+          title="{% translate "No information to display" %}"></c-msg.empty>
+    </div>
+  {% endfor %}
+</div>

app/templates/monthly_overview/fragments/monthly_summary.html

@@ -1,6 +1,6 @@
 {% load i18n %}
 {% load currency_display %}
-<div class="row row-cols-1 g-4 mb-3">
+<div class="row row-cols-1 g-4 mt-1 mb-3">
   {#  Daily Spending#}
   <div class="col">
     <c-ui.info-card color="yellow" icon="fa-solid fa-calendar-day" title="{% trans 'Daily Spending Allowance' %}" help_text={% trans "This is the final total divided by the remaining days in the month" %}>
@@ -252,12 +252,14 @@
         </div>
     </c-ui.info-card>
   </div>
+  {% if percentages %}
   <div class="col">
     <c-ui.info-card color="yellow" icon="fa-solid fa-percent" title="{% trans 'Distribution' %}">
       {% for p in percentages.values %}
-        <p class="tw-text-gray-400 mb-2 {% if not forloop.first %}mt-3{% endif %}">{{ p.currency.name }} ({{ p.currency.code }})</p>
+        <p class="tw-text-gray-400 mb-2 {% if not forloop.first %}mt-3{% endif %}">{{ p.currency.name }}</p>
         <c-ui.percentage-distribution :percentage="p"></c-ui.percentage-distribution>
       {% endfor %}
     </c-ui.info-card>
   </div>
+  {% endif %}
 </div>

app/templates/monthly_overview/pages/overview.html

@@ -13,132 +13,186 @@
 {% endblock %}
 
 {% block content %}
-<div class="container px-md-3 py-3 column-gap-5">
-  <div class="row mb-3 gx-xl-4 gy-3 mb-4">
-{#    Date picker#}
-    <div class="col-12 col-xl-4 flex-row align-items-center d-flex">
-      <div class="tw-text-base h-100 align-items-center d-flex">
-        <a role="button"
-           class="pe-4 py-2"
-           hx-boost="true"
-           hx-trigger="click, previous_month from:window"
-           href="{% url 'monthly_overview' month=previous_month year=previous_year %}"><i
-            class="fa-solid fa-chevron-left"></i></a>
-      </div>
-      <div class="tw-text-3xl fw-bold font-monospace tw-w-full text-center"
-           hx-get="{% url 'month_year_picker' %}"
-           hx-target="#generic-offcanvas-left"
-           hx-trigger="click, date_picker from:window"
-           hx-vals='{"month": {{ month }}, "year": {{ year }}, "for": "monthly_overview", "field": "reference_date"}' role="button">
-        {{ month|month_name }} {{ year }}
-      </div>
-      <div class="tw-text-base mx-2 h-100 align-items-center d-flex">
-        <a role="button"
-           class="ps-3 py-2"
-           hx-boost="true"
-           hx-trigger="click, next_month from:window"
-           href="{% url 'monthly_overview' month=next_month year=next_year %}">
-          <i class="fa-solid fa-chevron-right"></i>
-        </a>
-      </div>
-    </div>
-{#    Action buttons#}
-    <div class="col-12 col-xl-8">
-      <div class="d-grid gap-2 d-xl-flex justify-content-xl-end">
-        <button class="btn btn-sm btn-outline-success"
-                      hx-get="{% url 'transaction_add' %}"
-                      hx-target="#generic-offcanvas"
-                      hx-trigger="click, add_income from:window"
-                      hx-vals='{"year": {{ year }}, "month": {{ month }}, "type": "IN"}'>
-                <i class="fa-solid fa-arrow-right-to-bracket me-2"></i>
-                {% translate "Income" %}
-        </button>
-        <button class="btn btn-sm btn-outline-danger"
-                      hx-get="{% url 'transaction_add' %}"
-                      hx-target="#generic-offcanvas"
-                      hx-trigger="click, add_expense from:window"
-                      hx-vals='{"year": {{ year }}, "month": {{ month }}, "type": "EX"}'>
-                <i class="fa-solid fa-arrow-right-from-bracket me-2"></i>
-                {% translate "Expense" %}
-        </button>
-        <button class="btn btn-sm btn-outline-warning"
-                hx-get="{% url 'installment_plan_add' %}"
-                hx-trigger="click, installment from:window"
-                hx-target="#generic-offcanvas">
-          <i class="fa-solid fa-divide me-2"></i>
-          {% translate "Installment" %}
-        </button>
-        <button class="btn btn-sm btn-outline-warning"
-                hx-get="{% url 'recurring_transaction_add' %}"
-                hx-trigger="click, balance from:window"
-                hx-target="#generic-offcanvas">
-          <i class="fa-solid fa-repeat me-2"></i>
-          {% translate "Recurring" %}
-        </button>
-        <button class="btn btn-sm btn-outline-info"
-                hx-get="{% url 'transactions_transfer' %}"
-                hx-target="#generic-offcanvas"
-                hx-trigger="click, add_transfer from:window"
-                hx-vals='{"year": {{ year }}, "month": {{ month }}}'>
-          <i class="fa-solid fa-money-bill-transfer me-2"></i>
-          {% translate "Transfer" %}
-        </button>
-        <button class="btn btn-sm btn-outline-info"
-                hx-get="{% url 'account_reconciliation' %}"
-                hx-trigger="click, balance from:window"
-                hx-target="#generic-offcanvas">
-          <i class="fa-solid fa-scale-balanced me-2"></i>
-          {% translate "Balance" %}
-        </button>
-      </div>
-    </div>
-  </div>
-{#  Monthly summary#}
-  <div class="row gx-xl-4 gy-3">
-    <div class="col-12 col-xl-4 order-0 order-xl-2">
-      <div id="summary" hx-get="{% url 'monthly_summary' month=month year=year %}" class="show-loading"
-           hx-trigger="load, updated from:window, selective_update from:window">
-      </div>
-    </div>
-    <div class="col-12 col-xl-8 order-2 order-xl-1">
-      <div class="row mb-1">
-        <div class="col-sm-6 col-12">
-{#        Filter transactions button #}
-          <button type="button" class="btn btn-sm btn-outline-primary dropdown-toggle" type="button" data-bs-toggle="collapse" data-bs-target="#collapse-filter" aria-expanded="false" aria-controls="collapse-filter">
-              <i class="fa-solid fa-filter fa-fw me-2"></i>{% translate 'Filter transactions' %}
-          </button>
+  <div class="container px-md-3 py-3 column-gap-5">
+    <div class="row mb-3 gx-xl-4 gy-3 mb-4">
+      {#    Date picker#}
+      <div class="col-12 col-xl-4 flex-row align-items-center d-flex">
+        <div class="tw-text-base h-100 align-items-center d-flex">
+          <a role="button"
+             class="pe-4 py-2"
+             hx-boost="true"
+             hx-trigger="click, previous_month from:window"
+             href="{% url 'monthly_overview' month=previous_month year=previous_year %}"><i
+              class="fa-solid fa-chevron-left"></i></a>
         </div>
-{#        Ordering button#}
-        <div class="col-sm-6 col-12 tw-content-center my-3 my-sm-0">
-          <div class="text-sm-end" _="on change trigger updated on window">
-            <label for="order">{% translate "Order by" %}</label>
-            <select class="tw-border-0 focus-visible:tw-outline-0 w-full pe-2 tw-leading-normal text-bg-tertiary tw-font-medium rounded" name="order" id="order">
-              <option value="default">{% translate 'Default' %}</option>
-              <option value="older">{% translate 'Oldest first' %}</option>
-              <option value="newer">{% translate 'Newest first' %}</option>
-            </select>
+        <div class="tw-text-3xl fw-bold font-monospace tw-w-full text-center"
+             hx-get="{% url 'month_year_picker' %}"
+             hx-target="#generic-offcanvas-left"
+             hx-trigger="click, date_picker from:window"
+             hx-vals='{"month": {{ month }}, "year": {{ year }}, "for": "monthly_overview", "field": "reference_date"}'
+             role="button">
+          {{ month|month_name }} {{ year }}
+        </div>
+        <div class="tw-text-base mx-2 h-100 align-items-center d-flex">
+          <a role="button"
+             class="ps-3 py-2"
+             hx-boost="true"
+             hx-trigger="click, next_month from:window"
+             href="{% url 'monthly_overview' month=next_month year=next_year %}">
+            <i class="fa-solid fa-chevron-right"></i>
+          </a>
+        </div>
+      </div>
+      {#    Action buttons#}
+      <div class="col-12 col-xl-8">
+        <c-ui.quick-transactions-buttons
+            :year="year"
+            :month="month"
+        ></c-ui.quick-transactions-buttons>
+      </div>
+    </div>
+    {#  Monthly summary#}
+    <div class="row gx-xl-4 gy-3">
+      <div class="col-12 col-xl-4 order-0 order-xl-2">
+        <ul class="nav nav-tabs" id="monthly-summary" role="tablist">
+          <li class="nav-item" role="presentation">
+            <button class="nav-link {% if summary_tab == 'summary' %}active{% endif %}"
+                    id="summary-tab"
+                    data-bs-toggle="tab"
+                    data-bs-target="#summary-tab-pane"
+                    type="button"
+                    role="tab"
+                    aria-controls="summary-tab-pane"
+                    _="on click fetch {% url 'monthly_summary_select' selected='summary' %}"
+                    aria-selected="{% if summary_tab == 'summary' or not summary_tab %}true{% else %}false{% endif %}">
+              {% trans 'Summary' %}
+            </button>
+          </li>
+          <li class="nav-item" role="presentation">
+            <button class="nav-link {% if summary_tab == 'currency' %}active{% endif %}"
+                    id="currency-tab"
+                    data-bs-toggle="tab"
+                    data-bs-target="#currency-tab-pane"
+                    type="button"
+                    role="tab"
+                    aria-controls="currency-tab-pane"
+                    _="on click fetch {% url 'monthly_summary_select' selected='currency' %}"
+                    aria-selected="{% if summary_tab == 'currency' %}true{% else %}false{% endif %}">
+              {% trans 'Currencies' %}
+            </button>
+          </li>
+          <li class="nav-item" role="presentation">
+            <button class="nav-link {% if summary_tab == 'account' %}active{% endif %}"
+                    id="account-tab"
+                    data-bs-toggle="tab"
+                    data-bs-target="#account-tab-pane"
+                    type="button"
+                    role="tab"
+                    aria-controls="account-tab-pane"
+                    _="on click fetch {% url 'monthly_summary_select' selected='account' %}"
+                    aria-selected="{% if summary_tab == 'account' %}true{% else %}false{% endif %}">
+              {% trans 'Accounts' %}
+            </button>
+          </li>
+        </ul>
+        <div class="tab-content" id="monthly-summary-content">
+          <div class="tab-pane fade {% if summary_tab == 'summary' %}show active{% endif %}"
+               id="summary-tab-pane"
+               role="tabpanel"
+               aria-labelledby="summary-tab"
+               tabindex="0">
+            <div id="summary"
+                 hx-get="{% url 'monthly_summary' month=month year=year %}"
+                 class="show-loading"
+                 hx-trigger="load, updated from:window, selective_update from:window">
+            </div>
+          </div>
+          <div class="tab-pane fade {% if summary_tab == 'currency' %}show active{% endif %}"
+               id="currency-tab-pane"
+               role="tabpanel"
+               aria-labelledby="currency-tab"
+               tabindex="0">
+            <div id="currency-summary"
+                 hx-get="{% url 'monthly_currency_summary' month=month year=year %}"
+                 class="show-loading"
+                 hx-trigger="load, updated from:window, selective_update from:window">
+            </div>
+          </div>
+          <div class="tab-pane fade {% if summary_tab == 'account' %}show active{% endif %}"
+               id="account-tab-pane"
+               role="tabpanel"
+               aria-labelledby="account-tab"
+               tabindex="0">
+            <div id="account-summary"
+                 hx-get="{% url 'monthly_account_summary' month=month year=year %}"
+                 class="show-loading"
+                 hx-trigger="load, updated from:window, selective_update from:window">
+            </div>
           </div>
         </div>
+
       </div>
-{#      Filter transactions form#}
-      <div class="collapse" id="collapse-filter">
-        <div class="card card-body">
-          <form _="on change or submit or search trigger updated on window end
+      <div class="col-12 col-xl-8 order-2 order-xl-1">
+        <div class="row mb-1">
+          <div class="col-sm-6 col-12">
+            {#        Filter transactions button #}
+            <button type="button" class="btn btn-sm btn-outline-primary dropdown-toggle" type="button"
+                    data-bs-toggle="collapse" data-bs-target="#collapse-filter" aria-expanded="false"
+                    aria-controls="collapse-filter">
+              <i class="fa-solid fa-filter fa-fw me-2"></i>{% translate 'Filter transactions' %}
+            </button>
+          </div>
+          {#        Ordering button#}
+          <div class="col-sm-6 col-12 tw-content-center my-3 my-sm-0">
+            <div class="text-sm-end" _="on change trigger updated on window">
+              <label for="order">{% translate "Order by" %}</label>
+              <select
+                  class="tw-border-0 focus-visible:tw-outline-0 w-full pe-2 tw-leading-normal text-bg-tertiary tw-font-medium rounded"
+                  name="order" id="order">
+                <option value="default"
+                        {% if order == 'default' %}selected{% endif %}>{% translate 'Default' %}</option>
+                <option value="older"
+                        {% if order == 'older' %}selected{% endif %}>{% translate 'Oldest first' %}</option>
+                <option value="newer"
+                        {% if order == 'newer' %}selected{% endif %}>{% translate 'Newest first' %}</option>
+              </select>
+            </div>
+          </div>
+        </div>
+        {#      Filter transactions form#}
+        <div class="collapse" id="collapse-filter">
+          <div class="card card-body">
+            <form _="on change or submit or search trigger updated on window end
                    install init_tom_select
                    install init_datepicker"
-                id="filter">
-            {% crispy filter.form %}
-          </form>
-          <button class="btn btn-outline-danger btn-sm" _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
+                  id="filter">
+              {% crispy filter.form %}
+            </form>
+            <button class="btn btn-outline-danger btn-sm"
+                    _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
+          </div>
+        </div>
+        <div id="search" class="my-3">
+          <label class="w-100">
+          <input type="search" class="form-control" placeholder="Buscar" hx-preserve id="quick-search"
+                 _="on input or search or htmx:afterSwap from window
+                      if my value is empty
+                        trigger toggle on <.transactions-divider-collapse/>
+                      else
+                        trigger show on <.transactions-divider-collapse/>
+                      end
+                      show <.transactions-divider-title/> when my value is empty
+                      show <.transaction/> in <#transactions-list/>
+                      when its textContent.toLowerCase() contains my value.toLowerCase()">
+          </label>
+        </div>
+        {#      Transactions list#}
+        <div id="transactions"
+             class="show-loading"
+             hx-get="{% url 'monthly_transactions_list' month=month year=year %}"
+             hx-trigger="load, updated from:window" hx-include="#filter, #order">
         </div>
-      </div>
-{#      Transactions list#}
-      <div id="transactions"
-           class="show-loading"
-           hx-get="{% url 'monthly_transactions_list' month=month year=year %}"
-           hx-trigger="load, updated from:window" hx-include="#filter, #order">
       </div>
     </div>
   </div>
-</div>
 {% endblock %}

app/templates/net_worth/net_worth.html

@@ -46,6 +46,22 @@
                         color="grey"></c-amount.display>
                   </div>
                 {% endif %}
+                {% if currency.consolidated %}
+                  <div class="d-flex align-items-baseline w-100">
+                        <div class="account-name text-start font-monospace tw-text-gray-300">
+                          <span class="hierarchy-line-icon"></span>{% trans 'Consolidated' %}</div>
+                        <div class="dotted-line flex-grow-1"></div>
+                        <div class="">
+                          <c-amount.display
+                            :amount="currency.consolidated.total_final"
+                            :prefix="currency.consolidated.currency.prefix"
+                            :suffix="currency.consolidated.currency.suffix"
+                            :decimal_places="currency.consolidated.currency.decimal_places"
+                            color="{% if currency.total_final > 0 %}green{% elif currency.total_final < 0 %}red{% endif %}"
+                            text-end></c-amount.display>
+                        </div>
+                      </div>
+                {% endif %}
               {% endfor %}
             </c-ui.info-card>
           </div>

app/templates/rules/fragments/transaction_rule/update_or_create_transaction_rule_action/add.html

@@ -0,0 +1,11 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Add action to transaction rule' %}{% endblock %}
+
+{% block body %}
+<form hx-post="{% url 'update_or_create_transaction_rule_action_add' transaction_rule_id=transaction_rule_id %}" hx-target="#generic-offcanvas" novalidate>
+    {% crispy form %}
+</form>
+{% endblock %}

app/templates/rules/fragments/transaction_rule/update_or_create_transaction_rule_action/edit.html

@@ -0,0 +1,11 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Edit transaction rule action' %}{% endblock %}
+
+{% block body %}
+<form hx-post="{% url 'update_or_create_transaction_rule_action_edit' pk=action.id %}" hx-target="#generic-offcanvas" novalidate>
+    {% crispy form %}
+</form>
+{% endblock %}

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

@@ -5,80 +5,121 @@
 {% block title %}{% translate 'Transaction Rule' %}{% endblock %}
 
 {% block body %}
-<div hx-get="{% url 'transaction_rule_view' transaction_rule_id=transaction_rule.id %}" hx-trigger="updated from:window" hx-target="closest .offcanvas" class="show-loading">
-<div class="tw-text-2xl">{{ transaction_rule.name }}</div>
-<div class="tw-text-base tw-text-gray-400">{{ transaction_rule.description }}</div>
-<hr>
-<div class="my-3">
-  <div class="tw-text-xl">{% translate 'If transaction...' %}</div>
-  <div class="card">
-    <div class="card-body">
-      {{ transaction_rule.trigger }}
-    </div>
-    <div class="card-footer text-end">
-      <a class="text-decoration-none tw-text-gray-400 p-1"
-                role="button"
-                data-bs-toggle="tooltip"
-                data-bs-title="{% translate "Edit" %}"
-                hx-get="{% url 'transaction_rule_edit' transaction_rule_id=transaction_rule.id %}"
-                hx-target="#generic-offcanvas">
+  <div hx-get="{% url 'transaction_rule_view' transaction_rule_id=transaction_rule.id %}"
+       hx-trigger="updated from:window" hx-target="closest .offcanvas" class="show-loading">
+    <div class="tw-text-2xl">{{ transaction_rule.name }}</div>
+    <div class="tw-text-base tw-text-gray-400">{{ transaction_rule.description }}</div>
+    <hr>
+    <div class="my-3">
+      <div class="tw-text-xl mb-2">{% translate 'If transaction...' %}</div>
+      <div class="card">
+        <div class="card-body">
+          {{ transaction_rule.trigger }}
+        </div>
+        <div class="card-footer text-end">
+          <a class="text-decoration-none tw-text-gray-400 p-1"
+             role="button"
+             data-bs-toggle="tooltip"
+             data-bs-title="{% translate "Edit" %}"
+             hx-get="{% url 'transaction_rule_edit' transaction_rule_id=transaction_rule.id %}"
+             hx-target="#generic-offcanvas">
             <i class="fa-solid fa-pencil fa-fw"></i></a>
+        </div>
+      </div>
     </div>
-  </div>
-</div>
 
-<div class="my-3">
-  <div class="tw-text-xl">{% translate 'Then...' %}</div>
-  {% for action in transaction_rule.transaction_actions.all %}
-  <div class="card mb-3">
-    <div class="card-body">
-      <div class="card mb-3">
-        <div class="card-header">{% translate 'Set' %}</div>
-        <div class="card-body">{{ action.get_field_display }}</div>
+    <div class="my-3">
+      <div class="tw-text-xl mb-2">{% translate 'Then...' %}</div>
+      {% for action in transaction_rule.transaction_actions.all %}
+        <div class="card mb-3">
+          <div class="card-header">
+            <div><span class="badge text-bg-primary">{% trans 'Edit transaction' %}</span></div>
+          </div>
+          <div class="card-body">
+            <div>{% translate 'Set' %} <span
+                class="badge text-bg-secondary">{{ action.get_field_display }}</span> {% translate 'to' %}</div>
+            <div class="text-bg-secondary rounded-3 mt-3 p-2">{{ action.value }}</div>
+          </div>
+          <div class="card-footer text-end">
+            <a class="text-decoration-none tw-text-gray-400 p-1"
+               role="button"
+               data-bs-toggle="tooltip"
+               data-bs-title="{% translate "Edit" %}"
+               hx-get="{% url 'transaction_rule_action_edit' transaction_rule_action_id=action.id %}"
+               hx-target="#generic-offcanvas">
+              <i class="fa-solid fa-pencil fa-fw"></i>
+            </a>
+            <a class="text-danger text-decoration-none p-1"
+               role="button"
+               data-bs-toggle="tooltip"
+               data-bs-title="{% translate "Delete" %}"
+               hx-delete="{% url 'transaction_rule_action_delete' transaction_rule_action_id=action.id %}"
+               hx-trigger='confirmed'
+               data-bypass-on-ctrl="true"
+               data-title="{% translate "Are you sure?" %}"
+               data-text="{% translate "You won't be able to revert this!" %}"
+               data-confirm-text="{% translate "Yes, delete it!" %}"
+               _="install prompt_swal">
+              <i class="fa-solid fa-trash fa-fw"></i>
+            </a>
+          </div>
+        </div>
+      {% endfor %}
+      {% for action in transaction_rule.update_or_create_transaction_actions.all %}
+        <div class="card mb-3">
+          <div class="card-header">
+            <div><span class="badge text-bg-primary">{% trans 'Update or create transaction' %}</span></div>
+          </div>
+          <div class="card-body">
+            <div>{% trans 'Edit to view' %}</div>
+          </div>
+          <div class="card-footer text-end">
+            <a class="text-decoration-none tw-text-gray-400 p-1"
+               role="button"
+               data-bs-toggle="tooltip"
+               data-bs-title="{% translate "Edit" %}"
+               hx-get="{% url 'update_or_create_transaction_rule_action_edit' pk=action.id %}"
+               hx-target="#generic-offcanvas">
+              <i class="fa-solid fa-pencil fa-fw"></i>
+            </a>
+            <a class="text-danger text-decoration-none p-1"
+               role="button"
+               data-bs-toggle="tooltip"
+               data-bs-title="{% translate "Delete" %}"
+               hx-delete="{% url 'update_or_create_transaction_rule_action_delete' pk=action.id %}"
+               hx-trigger='confirmed'
+               data-bypass-on-ctrl="true"
+               data-title="{% translate "Are you sure?" %}"
+               data-text="{% translate "You won't be able to revert this!" %}"
+               data-confirm-text="{% translate "Yes, delete it!" %}"
+               _="install prompt_swal">
+              <i class="fa-solid fa-trash fa-fw"></i>
+            </a>
+          </div>
+        </div>
+      {% endfor %}
+      {% if not transaction_rule.update_or_create_transaction_actions.all and not transaction_rule.transaction_actions.all %}
+        <div class="card">
+          <div class="card-body">
+            {% translate 'This rule has no actions' %}
+          </div>
+        </div>
+      {% endif %}
+      <hr>
+      <div class="dropdown">
+        <button class="btn btn-outline-primary text-decoration-none w-100" type="button" data-bs-toggle="dropdown"
+                aria-expanded="false">
+          <i class="fa-solid fa-circle-plus me-2"></i>{% translate 'Add new' %}
+        </button>
+        <ul class="dropdown-menu dropdown-menu-end w-100">
+          <li><a class="dropdown-item" role="link"
+                 hx-get="{% url 'transaction_rule_action_add' transaction_rule_id=transaction_rule.id %}"
+                 hx-target="#generic-offcanvas">{% trans 'Edit Transaction' %}</a></li>
+          <li><a class="dropdown-item" role="link"
+                 hx-get="{% url 'update_or_create_transaction_rule_action_add' transaction_rule_id=transaction_rule.id %}"
+                 hx-target="#generic-offcanvas">{% trans 'Update or Create Transaction' %}</a></li>
+        </ul>
       </div>
-      <div class="card mb-3">
-        <div class="card-header">{% translate 'to' %}</div>
-        <div class="card-body">{{ action.value }}</div>
-      </div>
-    </div>
-    <div class="card-footer text-end">
-      <a class="text-decoration-none tw-text-gray-400 p-1"
-          role="button"
-          data-bs-toggle="tooltip"
-          data-bs-title="{% translate "Edit" %}"
-          hx-get="{% url 'transaction_rule_action_edit' transaction_rule_action_id=action.id %}"
-          hx-target="#generic-offcanvas">
-        <i class="fa-solid fa-pencil fa-fw"></i>
-      </a>
-      <a class="text-danger text-decoration-none p-1"
-          role="button"
-          data-bs-toggle="tooltip"
-          data-bs-title="{% translate "Delete" %}"
-          hx-delete="{% url 'transaction_rule_action_delete' transaction_rule_action_id=action.id %}"
-          hx-trigger='confirmed'
-          data-bypass-on-ctrl="true"
-          data-title="{% translate "Are you sure?" %}"
-          data-text="{% translate "You won't be able to revert this!" %}"
-          data-confirm-text="{% translate "Yes, delete it!" %}"
-          _="install prompt_swal">
-        <i class="fa-solid fa-trash fa-fw"></i>
-      </a>
     </div>
   </div>
-  {% empty %}
-    <div class="card">
-      <div class="card-body">
-        {% translate 'This rule has no actions' %}
-      </div>
-    </div>
-  {% endfor %}
-  <hr>
-  <a class="btn btn-outline-primary text-decoration-none w-100"
-     hx-get="{% url 'transaction_rule_action_add' transaction_rule_id=transaction_rule.id %}"
-     role="button"
-     hx-target="#generic-offcanvas">
-      <i class="fa-solid fa-circle-plus me-2"></i>{% translate 'Add new' %}
-  </a>
-</div>
-</div>
 {% endblock %}

app/templates/transactions/fragments/all_account_summary.html

@@ -0,0 +1,17 @@
+{% load tools %}
+{% load i18n %}
+{% load currency_display %}
+
+<div class="row row-cols-1 g-4 mt-1 mb-3">
+  {% for account_id, account in account_data.items %}
+    <div class="col">
+      <c-ui.account_card :account="account" :account_id="account_id"
+                         :percentages="account_percentages"></c-ui.account_card>
+    </div>
+  {% empty %}
+    <div class="col">
+    <c-msg.empty
+        title="{% translate "No information to display" %}"></c-msg.empty>
+  {% endfor %}
+  </div>
+</div>

app/templates/transactions/fragments/all_currency_summary.html

@@ -0,0 +1,16 @@
+{% load tools %}
+{% load i18n %}
+{% load currency_display %}
+<div class="row row-cols-1 g-4 mt-1 mb-3">
+  {% for currency_id, currency in currency_data.items %}
+    <div class="col">
+      <c-ui.currency_card :currency="currency" :currency_id="currency_id"
+                          :percentages="currency_percentages"></c-ui.currency_card>
+    </div>
+  {% empty %}
+    <div class="col">
+      <c-msg.empty
+          title="{% translate "No information to display" %}"></c-msg.empty>
+    </div>
+  {% endfor %}
+</div>

app/templates/transactions/fragments/summary.html

@@ -1,431 +1,47 @@
 {% load tools %}
 {% load i18n %}
 {% load currency_display %}
-<ul class="nav nav-tabs" id="myTab" role="tablist">
+<ul class="nav nav-tabs" id="all-trasactions-tab" role="tablist">
   <li class="nav-item" role="presentation">
-    <button class="nav-link active" id="currency-tab" data-bs-toggle="tab" data-bs-target="#currency-tab-pane" type="button" role="tab" aria-controls="currency-tab-pane" aria-selected="true">{% trans 'Currencies' %}</button>
+    <button class="nav-link active" id="currency-tab" data-bs-toggle="tab" data-bs-target="#currency-tab-pane"
+            type="button" role="tab" aria-controls="currency-tab-pane"
+            aria-selected="true">{% trans 'Currencies' %}</button>
   </li>
   <li class="nav-item" role="presentation">
-    <button class="nav-link" id="account-tab" data-bs-toggle="tab" data-bs-target="#account-tab-pane" type="button" role="tab" aria-controls="account-tab-pane" aria-selected="false">{% trans 'Accounts' %}</button>
+    <button class="nav-link" id="account-tab" data-bs-toggle="tab" data-bs-target="#account-tab-pane" type="button"
+            role="tab" aria-controls="account-tab-pane" aria-selected="false">{% trans 'Accounts' %}</button>
   </li>
 </ul>
-<div class="tab-content" id="myTabContent">
-  <div class="tab-pane fade show active" id="currency-tab-pane" role="tabpanel" aria-labelledby="currency-tab" tabindex="0">
+<div class="tab-content" id="all-transactions-content">
+  <div class="tab-pane fade show active" id="currency-tab-pane" role="tabpanel" aria-labelledby="currency-tab"
+       tabindex="0">
     <div class="row row-cols-1 g-4 mt-2">
-      {#  Income#}
-      <div class="col">
-          <c-ui.info-card color="green" icon="fa-solid fa-arrow-right-to-bracket" title="{% trans 'Income' %}">
-            <div class="d-flex justify-content-between mt-3">
-              <div class="text-end font-monospace">
-                <div class="tw-text-gray-400">{% translate 'current' %}</div>
-              </div>
-              <div class="text-end font-monospace">
-                {% for currency in income_current.values %}
-                  <div>
-                    <c-amount.display
-                                :amount="currency.income_current"
-                                :prefix="currency.currency.prefix"
-                                :suffix="currency.currency.suffix"
-                                :decimal_places="currency.currency.decimal_places"
-                                color="green"></c-amount.display>
-                  </div>
-                  {% if currency.exchanged %}
-                  <div>
-                    <c-amount.display
-                                :amount="currency.exchanged.income_current"
-                                :prefix="currency.exchanged.currency.prefix"
-                                :suffix="currency.exchanged.currency.suffix"
-                                :decimal_places="currency.exchanged.currency.decimal_places"
-                                color="gray"></c-amount.display>
-                  </div>
-                  {% endif %}
-                {% empty %}
-                  <div>-</div>
-                {% endfor %}
-              </div>
-            </div>
-            <hr class="my-1">
-            <div class="d-flex justify-content-between">
-              <div class="text-end font-monospace">
-                <div class="tw-text-gray-400">{% translate 'projected' %}</div>
-              </div>
-              <div class="text-end font-monospace">
-                {% for currency in income_projected.values %}
-                  <div>
-                    <c-amount.display
-                                :amount="currency.income_projected"
-                                :prefix="currency.currency.prefix"
-                                :suffix="currency.currency.suffix"
-                                :decimal_places="currency.currency.decimal_places"
-                                color="green"></c-amount.display>
-                  </div>
-                  {% if currency.exchanged %}
-                  <div>
-                    <c-amount.display
-                                :amount="currency.exchanged.income_projected"
-                                :prefix="currency.exchanged.currency.prefix"
-                                :suffix="currency.exchanged.currency.suffix"
-                                :decimal_places="currency.exchanged.currency.decimal_places"
-                                color="gray"></c-amount.display>
-                  </div>
-                  {% endif %}
-                {% empty %}
-                  <div>-</div>
-                {% endfor %}
-              </div>
-            </div>
-          </c-ui.info-card>
-      </div>
-      {#  Expenses#}
-      <div class="col">
-          <c-ui.info-card color="red" icon="fa-solid fa-arrow-right-from-bracket" title="{% trans 'Expenses' %}">
-            <div class="d-flex justify-content-between mt-3">
-              <div class="text-end font-monospace">
-                <div class="tw-text-gray-400">{% translate 'current' %}</div>
-              </div>
-              <div class="text-end font-monospace">
-                {% for currency in expense_current.values %}
-                  <div>
-                    <c-amount.display
-                                :amount="currency.expense_current"
-                                :prefix="currency.currency.prefix"
-                                :suffix="currency.currency.suffix"
-                                :decimal_places="currency.currency.decimal_places"
-                                color="red"></c-amount.display>
-                  </div>
-                  {% if currency.exchanged %}
-                  <div>
-                    <c-amount.display
-                                :amount="currency.exchanged.expense_current"
-                                :prefix="currency.exchanged.currency.prefix"
-                                :suffix="currency.exchanged.currency.suffix"
-                                :decimal_places="currency.exchanged.currency.decimal_places"
-                                color="gray"></c-amount.display>
-                  </div>
-                  {% endif %}
-                {% empty %}
-                  <div>-</div>
-                {% endfor %}
-              </div>
-            </div>
-            <hr class="my-1">
-            <div class="d-flex justify-content-between">
-              <div class="text-end font-monospace">
-                <div class="tw-text-gray-400">{% translate 'projected' %}</div>
-              </div>
-              <div class="text-end font-monospace">
-                {% for currency in expense_projected.values %}
-                  <div>
-                    <c-amount.display
-                                :amount="currency.expense_projected"
-                                :prefix="currency.currency.prefix"
-                                :suffix="currency.currency.suffix"
-                                :decimal_places="currency.currency.decimal_places"
-                                color="red"></c-amount.display>
-                  </div>
-                  {% if currency.exchanged %}
-                  <div>
-                    <c-amount.display
-                                :amount="currency.exchanged.expense_projected"
-                                :prefix="currency.exchanged.currency.prefix"
-                                :suffix="currency.exchanged.currency.suffix"
-                                :decimal_places="currency.exchanged.currency.decimal_places"
-                                color="gray"></c-amount.display>
-                  </div>
-                  {% endif %}
-                {% empty %}
-                  <div>-</div>
-                {% endfor %}
-              </div>
-            </div>
-          </c-ui.info-card>
-      </div>
-      {#  Total#}
-      <div class="col">
-        <c-ui.info-card color="blue" icon="fa-solid fa-scale-balanced" title="{% trans 'Total' %}">
-            <div class="d-flex justify-content-between mt-3">
-              <div class="text-end font-monospace">
-                <div class="tw-text-gray-400">{% translate 'current' %}</div>
-              </div>
-              <div class="text-end font-monospace">
-                {% for currency in total_current.values %}
-                  <div>
-                    <c-amount.display
-                                :amount="currency.total_current"
-                                :prefix="currency.currency.prefix"
-                                :suffix="currency.currency.suffix"
-                                :decimal_places="currency.currency.decimal_places"
-                                color="{% if currency.total_current > 0 %}green{% elif currency.total_current < 0 %}red{% endif %}"></c-amount.display>
-                  </div>
-                  {% if currency.exchanged %}
-                  <div>
-                    <c-amount.display
-                                :amount="currency.exchanged.total_current"
-                                :prefix="currency.exchanged.currency.prefix"
-                                :suffix="currency.exchanged.currency.suffix"
-                                :decimal_places="currency.exchanged.currency.decimal_places"
-                                color="gray"></c-amount.display>
-                  </div>
-                  {% endif %}
-                {% empty %}
-                  <div>-</div>
-                {% endfor %}
-              </div>
-            </div>
-            <div class="d-flex justify-content-between mt-3">
-              <div class="text-end font-monospace">
-                <div class="tw-text-gray-400">{% translate 'projected' %}</div>
-              </div>
-              <div class="text-end font-monospace">
-                {% for currency in total_projected.values %}
-                  <div>
-                    <c-amount.display
-                                :amount="currency.total_projected"
-                                :prefix="currency.currency.prefix"
-                                :suffix="currency.currency.suffix"
-                                :decimal_places="currency.currency.decimal_places"
-                                color="{% if currency.total_projected > 0 %}green{% elif currency.total_projected < 0 %}red{% endif %}"></c-amount.display>
-                  </div>
-                  {% if currency.exchanged %}
-                  <div>
-                    <c-amount.display
-                                :amount="currency.exchanged.total_projected"
-                                :prefix="currency.exchanged.currency.prefix"
-                                :suffix="currency.exchanged.currency.suffix"
-                                :decimal_places="currency.exchanged.currency.decimal_places"
-                                color="gray"></c-amount.display>
-                  </div>
-                  {% endif %}
-                {% empty %}
-                  <div>-</div>
-                {% endfor %}
-              </div>
-            </div>
-            <hr class="my-1">
-            <div class="d-flex justify-content-end">
-              <div class="text-end font-monospace">
-                {% for currency in total_final.values %}
-                  <div>
-                    <c-amount.display
-                                :amount="currency.total_final"
-                                :prefix="currency.currency.prefix"
-                                :suffix="currency.currency.suffix"
-                                :decimal_places="currency.currency.decimal_places"
-                                color="{% if currency.total_final > 0 %}green{% elif currency.total_final < 0 %}red{% endif %}"></c-amount.display>
-                  </div>
-                  {% if currency.exchanged %}
-                  <div>
-                    <c-amount.display
-                                :amount="currency.exchanged.total_final"
-                                :prefix="currency.exchanged.currency.prefix"
-                                :suffix="currency.exchanged.currency.suffix"
-                                :decimal_places="currency.exchanged.currency.decimal_places"
-                                color="gray"></c-amount.display>
-                  </div>
-                  {% endif %}
-                {% empty %}
-                  <div>-</div>
-                {% endfor %}
-              </div>
-            </div>
-        </c-ui.info-card>
-      </div>
-      <div class="col">
-        <c-ui.info-card color="yellow" icon="fa-solid fa-percent" title="{% trans 'Distribution' %}">
-          {% for p in currency_percentages.values %}
-            <p class="tw-text-gray-400 mb-2 {% if not forloop.first %}mt-3{% endif %}">{{ p.currency.name }} ({{ p.currency.code }})</p>
-            <c-ui.percentage-distribution :percentage="p"></c-ui.percentage-distribution>
-          {% endfor %}
-        </c-ui.info-card>
-      </div>
-</div>
-  </div>
-  <div class="tab-pane fade" id="account-tab-pane" role="tabpanel" aria-labelledby="account-tab" tabindex="0">
-    <div class="row row-cols-1 g-4 mt-2">
-      <div class="col">
-      {% for account_id, account in account_data.items %}
-        {% if not single %}
-          <div class="tw-text-xl {% if not forloop.first %}mt-4 mb-3{% endif %}">
-            {% if account.account.group %}
-              <span class="badge text-bg-primary me-2">{{ account.account.group }}</span>{% endif %}{{ account.account.name }}
-          </div>
-        {% endif %}
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'projected income' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div class="text-end font-monospace tw-text-green-400">
-            <c-amount.display
-                :amount="account.income_projected"
-                :prefix="account.currency.prefix"
-                :suffix="account.currency.suffix"
-                :decimal_places="account.currency.decimal_places"></c-amount.display>
-          </div>
+      {% for currency_id, currency in currency_data.items %}
+        <div class="col">
+          <c-ui.currency_card :currency="currency" :currency_id="currency_id"
+                             :percentages="currency_percentages"></c-ui.currency_card>
         </div>
-        {% if account.exchanged and account.exchanged.income_projected %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="account.exchanged.currency.income_projected"
-                :prefix="account.exchanged.currency.prefix"
-                :suffix="account.exchanged.currency.suffix"
-                :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'projected expenses' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div>
-            <div class="text-end font-monospace tw-text-red-400">
-              <c-amount.display
-                  :amount="account.expense_projected"
-                  :prefix="account.currency.prefix"
-                  :suffix="account.currency.suffix"
-                  :decimal_places="account.currency.decimal_places"></c-amount.display>
-            </div>
-          </div>
-        </div>
-        {% if account.exchanged and account.exchanged.expense_projected %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="account.exchanged.expense_projected"
-                :prefix="account.exchanged.currency.prefix"
-                :suffix="account.exchanged.currency.suffix"
-                :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'projected total' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div
-              class="text-end font-monospace">
-            <c-amount.display
-                :amount="account.total_projected"
-                :prefix="account.currency.prefix"
-                :suffix="account.currency.suffix"
-                :decimal_places="account.currency.decimal_places"
-                color="{% if account.total_projected > 0 %}green{% elif account.total_projected < 0 %}red{% endif %}"></c-amount.display>
-          </div>
-        </div>
-        {% if account.exchanged.total_projected and account.exchanged.total_projected %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="account.exchanged.total_projected"
-                :prefix="account.exchanged.currency.prefix"
-                :suffix="account.exchanged.currency.suffix"
-                :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <hr class="my-3">
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'current income' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div class="text-end font-monospace tw-text-green-400">
-            <c-amount.display
-                :amount="account.income_current"
-                :prefix="account.currency.prefix"
-                :suffix="account.currency.suffix"
-                :decimal_places="account.currency.decimal_places"></c-amount.display>
-          </div>
-        </div>
-        {% if account.exchanged and account.exchanged.income_current %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="account.exchanged.income_current"
-                :prefix="account.exchanged.currency.prefix"
-                :suffix="account.exchanged.currency.suffix"
-                :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'current expenses' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div class="text-end font-monospace tw-text-red-400">
-            <c-amount.display
-                :amount="account.expense_current"
-                :prefix="account.currency.prefix"
-                :suffix="account.currency.suffix"
-                :decimal_places="account.currency.decimal_places"></c-amount.display>
-          </div>
-        </div>
-        {% if account.exchanged and account.exchanged.expense_current %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="account.exchanged.expense_current"
-                :prefix="account.exchanged.currency.prefix"
-                :suffix="account.exchanged.currency.suffix"
-                :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'current total' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div
-              class="text-end font-monospace">
-            <c-amount.display
-                :amount="account.total_current"
-                :prefix="account.currency.prefix"
-                :suffix="account.currency.suffix"
-                :decimal_places="account.currency.decimal_places"
-                color="{% if account.total_current > 0 %}green{% elif account.total_current < 0 %}red{% endif %}"></c-amount.display>
-          </div>
-        </div>
-        {% if account.exchanged and account.exchanged.total_current %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="account.exchanged.total_current"
-                :prefix="account.exchanged.currency.prefix"
-                :suffix="account.exchanged.currency.suffix"
-                :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <div>
-          <hr class="my-3">
-          <div class="d-flex justify-content-between align-items-baseline mt-2">
-            <div class="text-end font-monospace">
-              <div class="tw-text-gray-400">{% translate 'final total' %}</div>
-            </div>
-            <div class="dotted-line flex-grow-1"></div>
-            <div class="text-end font-monospace">
-              <c-amount.display
-                  :amount="account.total_final"
-                  :prefix="account.currency.prefix"
-                  :suffix="account.currency.suffix"
-                  :decimal_places="account.currency.decimal_places"
-                  color="{% if account.total_final > 0 %}green{% elif account.total_final < 0 %}red{% endif %}"></c-amount.display>
-            </div>
-          </div>
-          {% if account.exchanged and account.exchanged.total_final %}
-            <div class="text-end font-monospace tw-text-gray-500">
-              <c-amount.display
-                  :amount="account.exchanged.total_final"
-                  :prefix="account.exchanged.currency.prefix"
-                  :suffix="account.exchanged.currency.suffix"
-                  :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
-            </div>
-          {% endif %}
-        </div>
-        {% with p=account_percentages|get_dict_item:account_id %}
-        <div class="my-3">
-          <c-ui.percentage-distribution :percentage="p"></c-ui.percentage-distribution>
-        </div>
-        {% endwith %}
-        <hr>
       {% empty %}
+        <div class="col">
         <c-msg.empty
             title="{% translate "No information to display" %}"></c-msg.empty>
       {% endfor %}
+      </div>
+    </div>
+  </div>
+  <div class="tab-pane fade" id="account-tab-pane" role="tabpanel" aria-labelledby="account-tab" tabindex="0">
+    <div class="row row-cols-1 g-4 mt-2">
+      {% for account_id, account in account_data.items %}
+        <div class="col">
+          <c-ui.account_card :account="account" :account_id="account_id"
+                             :percentages="account_percentages"></c-ui.account_card>
+        </div>
+      {% empty %}
+        <div class="col">
+        <c-msg.empty
+            title="{% translate "No information to display" %}"></c-msg.empty>
+      {% endfor %}
+      </div>
     </div>
-</div>
   </div>
 </div>

app/templates/transactions/fragments/trash_list.html

@@ -0,0 +1,11 @@
+{% load i18n %}
+<div class="trash-list-container" id="transactions-list">
+  {% for transaction in transactions %}
+    <c-transaction.item :transaction="transaction"></c-transaction.item>
+  {% empty %}
+    <c-msg.empty
+      title="{% translate "No deleted transactions to show" %}"></c-msg.empty>
+  {% endfor %}
+  {# Floating bar #}
+  <c-ui.deleted-transactions-action-bar></c-ui.deleted-transactions-action-bar>
+</div>

app/templates/transactions/pages/transactions.html

@@ -32,9 +32,9 @@
         <div class="tw-content-center" _="on change trigger updated on window">
           <label for="order">{% translate "Order by" %}</label>
           <select class="tw-border-0 focus-visible:tw-outline-0 w-full pe-2 tw-leading-normal text-bg-tertiary tw-font-medium rounded" name="order" id="order">
-            <option value="default">{% translate 'Default' %}</option>
-            <option value="older">{% translate 'Oldest first' %}</option>
-            <option value="newer">{% translate 'Newest first' %}</option>
+            <option value="default" {% if order == 'default' %}selected{% endif %}>{% translate 'Default' %}</option>
+            <option value="older" {% if order == 'older' %}selected{% endif %}>{% translate 'Oldest first' %}</option>
+            <option value="newer" {% if order == 'newer' %}selected{% endif %}>{% translate 'Newest first' %}</option>
           </select>
         </div>
       </div>
@@ -45,10 +45,59 @@
       </div>
     </div>
     <div class="col-12 col-xl-3 order-1 order-xl-2">
-      <div id="transactions"
-           class="show-loading"
-           hx-get="{% url 'transactions_all_summary' %}"
-           hx-trigger="load, updated from:window, change from:#filter, submit from:#filter, search from:#filter" hx-include="#filter">
+      <ul class="nav nav-tabs" id="all-transactions-summary" role="tablist">
+          <li class="nav-item" role="presentation">
+            <button class="nav-link {% if summary_tab == 'currency' %}active{% endif %}"
+                    id="currency-tab"
+                    data-bs-toggle="tab"
+                    data-bs-target="#currency-tab-pane"
+                    type="button"
+                    role="tab"
+                    aria-controls="currency-tab-pane"
+                    _="on click fetch {% url 'transaction_all_summary_select' selected='currency' %}"
+                    aria-selected="{% if summary_tab == 'currency' %}true{% else %}false{% endif %}">
+              {% trans 'Currencies' %}
+            </button>
+          </li>
+          <li class="nav-item" role="presentation">
+            <button class="nav-link {% if summary_tab == 'account' %}active{% endif %}"
+                    id="account-tab"
+                    data-bs-toggle="tab"
+                    data-bs-target="#account-tab-pane"
+                    type="button"
+                    role="tab"
+                    aria-controls="account-tab-pane"
+                    _="on click fetch {% url 'transaction_all_summary_select' selected='account' %}"
+                    aria-selected="{% if summary_tab == 'account' %}true{% else %}false{% endif %}">
+              {% trans 'Accounts' %}
+            </button>
+          </li>
+        </ul>
+      <div class="tab-content" id="all-transactions-content">
+          <div class="tab-pane fade {% if summary_tab == 'currency' %}show active{% endif %}"
+               id="currency-tab-pane"
+               role="tabpanel"
+               aria-labelledby="currency-tab"
+               tabindex="0">
+            <div id="currency-summary"
+                 hx-get="{% url 'transaction_all_currency_summary' %}"
+                 class="show-loading"
+                 hx-trigger="load, selective_update from:window, updated from:window, change from:#filter, submit from:#filter, search from:#filter"
+                 hx-include="#filter">
+            </div>
+          </div>
+          <div class="tab-pane fade {% if summary_tab == 'account' %}show active{% endif %}"
+               id="account-tab-pane"
+               role="tabpanel"
+               aria-labelledby="account-tab"
+               tabindex="0">
+            <div id="account-summary"
+                 hx-get="{% url 'transaction_all_account_summary' %}"
+                 class="show-loading"
+                 hx-trigger="load, selective_update from:window, updated from:window, change from:#filter, submit from:#filter, search from:#filter"
+                 hx-include="#filter">
+            </div>
+          </div>
       </div>
     </div>
   </div>

app/templates/transactions/pages/trash.html

@@ -0,0 +1,14 @@
+{% extends "layouts/base.html" %}
+{% load i18n %}
+
+{% block title %}{% translate 'Deleted transactions' %}{% endblock %}
+
+{% block content %}
+  <div class="container px-md-3 py-3 column-gap-5">
+    <div class="tw-text-3xl fw-bold font-monospace tw-w-full mb-3">
+      <div>{% translate 'Deleted transactions' %}</div>
+    </div>
+
+    <div hx-get="{% url 'transactions_trash_list' %}" hx-trigger="load, updated from:window" class="show-loading"></div>
+  </div>
+{% endblock %}

app/templates/yearly_overview/fragments/account_data.html

@@ -1,188 +1,15 @@
 {% load tools %}
 {% load i18n %}
 <div class="row row-cols-1 g-4 mb-3">
+  {% for account_id, account in totals.items %}
     <div class="col">
-      {% for account_id, account in totals.items %}
-        {% if not single %}
-          <div class="tw-text-xl {% if not forloop.first %}mt-4 mb-3{% endif %}">
-            {% if account.account.group %}
-              <span class="badge text-bg-primary me-2">{{ account.account.group }}</span>{% endif %}{{ account.account.name }}
-          </div>
-        {% endif %}
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'projected income' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div class="text-end font-monospace tw-text-green-400">
-            <c-amount.display
-                :amount="account.income_projected"
-                :prefix="account.currency.prefix"
-                :suffix="account.currency.suffix"
-                :decimal_places="account.currency.decimal_places"></c-amount.display>
-          </div>
-        </div>
-        {% if account.exchanged and account.exchanged.income_projected %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="account.exchanged.currency.income_projected"
-                :prefix="account.exchanged.currency.prefix"
-                :suffix="account.exchanged.currency.suffix"
-                :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'projected expenses' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div>
-            <div class="text-end font-monospace tw-text-red-400">
-              <c-amount.display
-                  :amount="account.expense_projected"
-                  :prefix="account.currency.prefix"
-                  :suffix="account.currency.suffix"
-                  :decimal_places="account.currency.decimal_places"></c-amount.display>
-            </div>
-          </div>
-        </div>
-        {% if account.exchanged and account.exchanged.expense_projected %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="account.exchanged.expense_projected"
-                :prefix="account.exchanged.currency.prefix"
-                :suffix="account.exchanged.currency.suffix"
-                :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'projected total' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div
-              class="text-end font-monospace">
-            <c-amount.display
-                :amount="account.total_projected"
-                :prefix="account.currency.prefix"
-                :suffix="account.currency.suffix"
-                :decimal_places="account.currency.decimal_places"
-                color="{% if account.total_projected > 0 %}green{% elif account.total_projected < 0 %}red{% endif %}"></c-amount.display>
-          </div>
-        </div>
-        {% if account.exchanged.total_projected and account.exchanged.total_projected %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="account.exchanged.total_projected"
-                :prefix="account.exchanged.currency.prefix"
-                :suffix="account.exchanged.currency.suffix"
-                :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <hr class="my-3">
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'current income' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div class="text-end font-monospace tw-text-green-400">
-            <c-amount.display
-                :amount="account.income_current"
-                :prefix="account.currency.prefix"
-                :suffix="account.currency.suffix"
-                :decimal_places="account.currency.decimal_places"></c-amount.display>
-          </div>
-        </div>
-        {% if account.exchanged and account.exchanged.income_current %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="account.exchanged.income_current"
-                :prefix="account.exchanged.currency.prefix"
-                :suffix="account.exchanged.currency.suffix"
-                :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'current expenses' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div class="text-end font-monospace tw-text-red-400">
-            <c-amount.display
-                :amount="account.expense_current"
-                :prefix="account.currency.prefix"
-                :suffix="account.currency.suffix"
-                :decimal_places="account.currency.decimal_places"></c-amount.display>
-          </div>
-        </div>
-        {% if account.exchanged and account.exchanged.expense_current %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="account.exchanged.expense_current"
-                :prefix="account.exchanged.currency.prefix"
-                :suffix="account.exchanged.currency.suffix"
-                :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'current total' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div
-              class="text-end font-monospace">
-            <c-amount.display
-                :amount="account.total_current"
-                :prefix="account.currency.prefix"
-                :suffix="account.currency.suffix"
-                :decimal_places="account.currency.decimal_places"
-                color="{% if account.total_current > 0 %}green{% elif account.total_current < 0 %}red{% endif %}"></c-amount.display>
-          </div>
-        </div>
-        {% if account.exchanged and account.exchanged.total_current %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="account.exchanged.total_current"
-                :prefix="account.exchanged.currency.prefix"
-                :suffix="account.exchanged.currency.suffix"
-                :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <div>
-          <hr class="my-3">
-          <div class="d-flex justify-content-between align-items-baseline mt-2">
-            <div class="text-end font-monospace">
-              <div class="tw-text-gray-400">{% translate 'final total' %}</div>
-            </div>
-            <div class="dotted-line flex-grow-1"></div>
-            <div class="text-end font-monospace">
-              <c-amount.display
-                  :amount="account.total_final"
-                  :prefix="account.currency.prefix"
-                  :suffix="account.currency.suffix"
-                  :decimal_places="account.currency.decimal_places"
-                  color="{% if account.total_final > 0 %}green{% elif account.total_final < 0 %}red{% endif %}"></c-amount.display>
-            </div>
-          </div>
-          {% if account.exchanged and account.exchanged.total_final %}
-            <div class="text-end font-monospace tw-text-gray-500">
-              <c-amount.display
-                  :amount="account.exchanged.total_final"
-                  :prefix="account.exchanged.currency.prefix"
-                  :suffix="account.exchanged.currency.suffix"
-                  :decimal_places="account.exchanged.currency.decimal_places"></c-amount.display>
-            </div>
-          {% endif %}
-        </div>
-        {% with p=percentages|get_dict_item:account_id %}
-        <div class="my-3">
-          <c-ui.percentage-distribution :percentage="p"></c-ui.percentage-distribution>
-        </div>
-        {% endwith %}
-        <hr>
-      {% empty %}
-        <c-msg.empty
-            title="{% translate "No information to display" %}"></c-msg.empty>
-      {% endfor %}
+      <c-ui.account_card :account="account" :account_id="account_id"
+                         :percentages="percentages"></c-ui.account_card>
     </div>
+  {% empty %}
+    <div class="col">
+      <c-msg.empty
+          title="{% translate "No information to display" %}"></c-msg.empty>
+    </div>
+  {% endfor %}
 </div>

app/templates/yearly_overview/fragments/currency_data.html

@@ -1,187 +1,15 @@
 {% load tools %}
-{% load month_name %}
 {% load i18n %}
 <div class="row row-cols-1 g-4 mb-3">
-    {% for currency_id, currency in totals.items %}
+  {% for currency_id, currency in totals.items %}
     <div class="col">
-        {% if not single %}
-          <div class="tw-text-xl {% if not forloop.first %}mt-4 mb-3{% endif %}">
-            {{ currency.currency.name }} ({{ currency.currency.code }})
-          </div>
-        {% endif %}
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'projected income' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div class="text-end font-monospace tw-text-green-400">
-            <c-amount.display
-                :amount="currency.income_projected"
-                :prefix="currency.currency.prefix"
-                :suffix="currency.currency.suffix"
-                :decimal_places="currency.currency.decimal_places"></c-amount.display>
-          </div>
-        </div>
-        {% if currency.exchanged and currency.exchanged.income_projected %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="currency.exchanged.currency.income_projected"
-                :prefix="currency.exchanged.currency.prefix"
-                :suffix="currency.exchanged.currency.suffix"
-                :decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'projected expenses' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div>
-            <div class="text-end font-monospace tw-text-red-400">
-              <c-amount.display
-                  :amount="currency.expense_projected"
-                  :prefix="currency.currency.prefix"
-                  :suffix="currency.currency.suffix"
-                  :decimal_places="currency.currency.decimal_places"></c-amount.display>
-            </div>
-          </div>
-        </div>
-        {% if currency.exchanged and currency.exchanged.expense_projected %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="currency.exchanged.expense_projected"
-                :prefix="currency.exchanged.currency.prefix"
-                :suffix="currency.exchanged.currency.suffix"
-                :decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'projected total' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div
-              class="text-end font-monospace">
-            <c-amount.display
-                :amount="currency.total_projected"
-                :prefix="currency.currency.prefix"
-                :suffix="currency.currency.suffix"
-                :decimal_places="currency.currency.decimal_places"
-                color="{% if currency.total_projected > 0 %}green{% elif currency.total_projected < 0 %}red{% endif %}"></c-amount.display>
-          </div>
-        </div>
-        {% if currency.exchanged.total_projected and currency.exchanged.total_projected %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="currency.exchanged.total_projected"
-                :prefix="currency.exchanged.currency.prefix"
-                :suffix="currency.exchanged.currency.suffix"
-                :decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <hr class="my-3">
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'current income' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div class="text-end font-monospace tw-text-green-400">
-            <c-amount.display
-                :amount="currency.income_current"
-                :prefix="currency.currency.prefix"
-                :suffix="currency.currency.suffix"
-                :decimal_places="currency.currency.decimal_places"></c-amount.display>
-          </div>
-        </div>
-        {% if currency.exchanged and currency.exchanged.income_current %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="currency.exchanged.income_current"
-                :prefix="currency.exchanged.currency.prefix"
-                :suffix="currency.exchanged.currency.suffix"
-                :decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'current expenses' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div class="text-end font-monospace tw-text-red-400">
-            <c-amount.display
-                :amount="currency.expense_current"
-                :prefix="currency.currency.prefix"
-                :suffix="currency.currency.suffix"
-                :decimal_places="currency.currency.decimal_places"></c-amount.display>
-          </div>
-        </div>
-        {% if currency.exchanged and currency.exchanged.expense_current %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="currency.exchanged.expense_current"
-                :prefix="currency.exchanged.currency.prefix"
-                :suffix="currency.exchanged.currency.suffix"
-                :decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <div class="d-flex justify-content-between align-items-baseline mt-2">
-          <div class="text-end font-monospace">
-            <div class="tw-text-gray-400">{% translate 'current total' %}</div>
-          </div>
-          <div class="dotted-line flex-grow-1"></div>
-          <div
-              class="text-end font-monospace">
-            <c-amount.display
-                :amount="currency.total_current"
-                :prefix="currency.currency.prefix"
-                :suffix="currency.currency.suffix"
-                :decimal_places="currency.currency.decimal_places"
-                color="{% if currency.total_current > 0 %}green{% elif currency.total_current < 0 %}red{% endif %}"></c-amount.display>
-          </div>
-        </div>
-        {% if currency.exchanged and currency.exchanged.total_current %}
-          <div class="text-end font-monospace tw-text-gray-500">
-            <c-amount.display
-                :amount="currency.exchanged.total_current"
-                :prefix="currency.exchanged.currency.prefix"
-                :suffix="currency.exchanged.currency.suffix"
-                :decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
-          </div>
-        {% endif %}
-        <div>
-          <hr class="my-3">
-          <div class="d-flex justify-content-between align-items-baseline mt-2">
-            <div class="text-end font-monospace">
-              <div class="tw-text-gray-400">{% translate 'final total' %}</div>
-            </div>
-            <div class="dotted-line flex-grow-1"></div>
-            <div class="text-end font-monospace">
-              <c-amount.display
-                  :amount="currency.total_final"
-                  :prefix="currency.currency.prefix"
-                  :suffix="currency.currency.suffix"
-                  :decimal_places="currency.currency.decimal_places"
-                  color="{% if currency.total_final > 0 %}green{% elif currency.total_final < 0 %}red{% endif %}"></c-amount.display>
-            </div>
-          </div>
-          {% if currency.exchanged and currency.exchanged.total_final %}
-            <div class="text-end font-monospace tw-text-gray-500">
-              <c-amount.display
-                  :amount="currency.exchanged.total_final"
-                  :prefix="currency.exchanged.currency.prefix"
-                  :suffix="currency.exchanged.currency.suffix"
-                  :decimal_places="currency.exchanged.currency.decimal_places"></c-amount.display>
-            </div>
-          {% endif %}
-        </div>
-        {% with p=percentages|get_dict_item:currency_id %}
-        <div class="my-3">
-          <c-ui.percentage-distribution :percentage="p"></c-ui.percentage-distribution>
-        </div>
-        {% endwith %}
-      {% empty %}
-        <c-msg.empty
-            title="{% translate "No information to display" %}"></c-msg.empty>
+      <c-ui.currency_card :currency="currency" :currency_id="currency_id"
+                          :percentages="percentages"></c-ui.currency_card>
+    </div>
+  {% empty %}
+    <div class="col">
+      <c-msg.empty
+          title="{% translate "No information to display" %}"></c-msg.empty>
     </div>
   {% endfor %}
 </div>

app/templates/yearly_overview/pages/overview_by_account.html

@@ -39,53 +39,10 @@
     </div>
 {#    Action buttons#}
     <div class="col-12 col-xl-10">
-      <div class="d-grid gap-2 d-xl-flex justify-content-xl-end">
-        <button class="btn btn-sm btn-outline-success"
-                      hx-get="{% url 'transaction_add' %}"
-                      hx-target="#generic-offcanvas"
-                      hx-trigger="click, add_income from:window"
-                      hx-vals='{"year": {{ year }}, "type": "IN"}'>
-                <i class="fa-solid fa-arrow-right-to-bracket me-2"></i>
-                {% translate "Income" %}
-        </button>
-        <button class="btn btn-sm btn-outline-danger"
-                      hx-get="{% url 'transaction_add' %}"
-                      hx-target="#generic-offcanvas"
-                      hx-trigger="click, add_expense from:window"
-                      hx-vals='{"year": {{ year }}, "type": "EX"}'>
-                <i class="fa-solid fa-arrow-right-from-bracket me-2"></i>
-                {% translate "Expense" %}
-        </button>
-        <button class="btn btn-sm btn-outline-warning"
-                hx-get="{% url 'installment_plan_add' %}"
-                hx-trigger="click, installment from:window"
-                hx-target="#generic-offcanvas">
-          <i class="fa-solid fa-divide me-2"></i>
-          {% translate "Installment" %}
-        </button>
-        <button class="btn btn-sm btn-outline-warning"
-                hx-get="{% url 'recurring_transaction_add' %}"
-                hx-trigger="click, balance from:window"
-                hx-target="#generic-offcanvas">
-          <i class="fa-solid fa-repeat me-2"></i>
-          {% translate "Recurring" %}
-        </button>
-        <button class="btn btn-sm btn-outline-info"
-                hx-get="{% url 'transactions_transfer' %}"
-                hx-target="#generic-offcanvas"
-                hx-trigger="click, add_transfer from:window"
-                hx-vals='{"year": {{ year }}}'>
-          <i class="fa-solid fa-money-bill-transfer me-2"></i>
-          {% translate "Transfer" %}
-        </button>
-        <button class="btn btn-sm btn-outline-info"
-                hx-get="{% url 'account_reconciliation' %}"
-                hx-trigger="click, balance from:window"
-                hx-target="#generic-offcanvas">
-          <i class="fa-solid fa-scale-balanced me-2"></i>
-          {% translate "Balance" %}
-        </button>
-      </div>
+      <c-ui.quick-transactions-buttons
+        :year="year"
+        :month="month"
+      ></c-ui.quick-transactions-buttons>
     </div>
   </div>
   <div class="row">

app/templates/yearly_overview/pages/overview_by_currency.html

@@ -41,53 +41,10 @@
     </div>
 {#    Action buttons#}
     <div class="col-12 col-xl-10">
-      <div class="d-grid gap-2 d-xl-flex justify-content-xl-end">
-        <button class="btn btn-sm btn-outline-success"
-                      hx-get="{% url 'transaction_add' %}"
-                      hx-target="#generic-offcanvas"
-                      hx-trigger="click, add_income from:window"
-                      hx-vals='{"year": {{ year }}, "type": "IN"}'>
-                <i class="fa-solid fa-arrow-right-to-bracket me-2"></i>
-                {% translate "Income" %}
-        </button>
-        <button class="btn btn-sm btn-outline-danger"
-                      hx-get="{% url 'transaction_add' %}"
-                      hx-target="#generic-offcanvas"
-                      hx-trigger="click, add_expense from:window"
-                      hx-vals='{"year": {{ year }}, "type": "EX"}'>
-                <i class="fa-solid fa-arrow-right-from-bracket me-2"></i>
-                {% translate "Expense" %}
-        </button>
-        <button class="btn btn-sm btn-outline-warning"
-                hx-get="{% url 'installment_plan_add' %}"
-                hx-trigger="click, installment from:window"
-                hx-target="#generic-offcanvas">
-          <i class="fa-solid fa-divide me-2"></i>
-          {% translate "Installment" %}
-        </button>
-        <button class="btn btn-sm btn-outline-warning"
-                hx-get="{% url 'recurring_transaction_add' %}"
-                hx-trigger="click, balance from:window"
-                hx-target="#generic-offcanvas">
-          <i class="fa-solid fa-repeat me-2"></i>
-          {% translate "Recurring" %}
-        </button>
-        <button class="btn btn-sm btn-outline-info"
-                hx-get="{% url 'transactions_transfer' %}"
-                hx-target="#generic-offcanvas"
-                hx-trigger="click, add_transfer from:window"
-                hx-vals='{"year": {{ year }}}'>
-          <i class="fa-solid fa-money-bill-transfer me-2"></i>
-          {% translate "Transfer" %}
-        </button>
-        <button class="btn btn-sm btn-outline-info"
-                hx-get="{% url 'account_reconciliation' %}"
-                hx-trigger="click, balance from:window"
-                hx-target="#generic-offcanvas">
-          <i class="fa-solid fa-scale-balanced me-2"></i>
-          {% translate "Balance" %}
-        </button>
-      </div>
+      <c-ui.quick-transactions-buttons
+        :year="year"
+        :month="month"
+      ></c-ui.quick-transactions-buttons>
     </div>
   </div>
   <div class="row">

docker-compose.dev.yml

@@ -3,13 +3,13 @@ volumes:
   wygiwyh_temp:
 
 services:
-  web: &django
+  web:
     build:
       context: .
       dockerfile: ./docker/dev/django/Dockerfile
     image: wygiwyh_dev_server
     container_name: wygiwyh_dev_server
-    command: /start
+    command: /start-supervisor
     volumes:
       - ./app/:/usr/src/app/:z
       - ./frontend/:/usr/src/frontend:z
@@ -54,12 +54,12 @@ services:
       - '${SQL_PORT}:5432'
     restart: unless-stopped
 
-  procrastinate:
-    <<: *django
-    image: wygiwyh_dev_procrastinate
-    container_name: wygiwyh_dev_procrastinate
-    depends_on:
-      - db
-    ports: [ ]
-    command: /start-procrastinate
-    restart: unless-stopped
+#  procrastinate:
+#    <<: *django
+#    image: wygiwyh_dev_procrastinate
+#    container_name: wygiwyh_dev_procrastinate
+#    depends_on:
+#      - db
+#    ports: [ ]
+#    command: /start-procrastinate
+#    restart: unless-stopped

docker-compose.prod.yml

@@ -2,15 +2,13 @@ services:
   web:
     image: eitchtee/wygiwyh:latest
     container_name: ${SERVER_NAME}
-    command: /start
+    command: /start-single
     ports:
       - "${OUTBOUND_PORT}:8000"
     env_file:
       - .env
     depends_on:
       - db
-    volumes:
-      - wygiwyh_temp:/usr/src/app/temp/
     restart: unless-stopped
 
   db:
@@ -23,18 +21,3 @@ services:
       - POSTGRES_USER=${SQL_USER}
       - POSTGRES_PASSWORD=${SQL_PASSWORD}
       - POSTGRES_DB=${SQL_DATABASE}
-
-  procrastinate:
-    image: eitchtee/wygiwyh:latest
-    container_name: ${PROCRASTINATE_NAME}
-    depends_on:
-      - db
-    env_file:
-      - .env
-    volumes:
-      - wygiwyh_temp:/usr/src/app/temp/
-    command: /start-procrastinate
-    restart: unless-stopped
-
-volumes:
-  wygiwyh_temp:

docker/dev/django/Dockerfile

@@ -10,6 +10,9 @@ RUN pip wheel --wheel-dir /usr/src/app/wheels -r requirements.txt
 
 FROM python:3.11-slim-bookworm AS python-run-stage
 
+ARG VERSION=dev
+ENV APP_VERSION=$VERSION
+
 WORKDIR /usr/src/app
 
 ENV PYTHONDONTWRITEBYTECODE=1 \
@@ -18,7 +21,7 @@ ENV PYTHONDONTWRITEBYTECODE=1 \
 COPY --from=python-build-stage /usr/src/app/wheels /wheels/
 
 RUN apt-get update && \
-    apt-get install --no-install-recommends -y gettext && \
+    apt-get install --no-install-recommends -y gettext supervisor && \
     rm -rf /var/lib/apt/lists/* && \
     pip install --upgrade pip && \
     pip install --no-cache-dir --no-index --find-links=/wheels/ /wheels/* && \
@@ -26,9 +29,15 @@ RUN apt-get update && \
 
 COPY ./docker/dev/django/start /start
 COPY ./docker/dev/procrastinate/start /start-procrastinate
+COPY ./docker/dev/supervisord/supervisord.conf /etc/supervisor/conf.d/supervisord.conf
+COPY ./docker/dev/supervisord/supervisord.conf /etc/supervisord.conf
+COPY ./docker/dev/supervisord/start /start-supervisor
+
 RUN sed -i 's/\r$//g' /start && \
     chmod +x /start && \
     sed -i 's/\r$//g' /start-procrastinate && \
-    chmod +x /start-procrastinate
+    chmod +x /start-procrastinate && \
+    sed -i 's/\r$//g' /start-supervisor && \
+    chmod +x /start-supervisor
 
 COPY ./app .

docker/dev/django/start

@@ -4,5 +4,11 @@ set -o errexit
 set -o pipefail
 set -o nounset
 
+rm -f /tmp/migrations_complete
+
 python manage.py migrate
+
+# Create flag file to signal migrations are complete
+touch /tmp/migrations_complete
+
 exec python manage.py runserver 0.0.0.0:8000

docker/dev/procrastinate/start

@@ -4,4 +4,12 @@ set -o errexit
 set -o nounset
 
 
+# Wait for migrations to complete
+until [ -f /tmp/migrations_complete ]; do
+    echo "Procastinate is waiting for web app to start..."
+    sleep 2
+done
+
+rm -f /tmp/migrations_complete
+
 exec watchfiles --filter python "python manage.py procrastinate worker"