Merge pull request #151

feat(import:v1): add XLS and XLSX support

app/WYGIWYH/logs/ProcrastinateFilter.py

@@ -1,19 +0,0 @@
-import logging
-
-
-class ProcrastinateFilter(logging.Filter):
-    # from https://github.com/madzak/python-json-logger/blob/master/src/pythonjsonlogger/jsonlogger.py#L19
-    _reserved_log_keys = frozenset(
-        """args asctime created exc_info exc_text filename
-        funcName levelname levelno lineno module msecs message msg name pathname
-        process processName relativeCreated stack_info thread threadName""".split()
-    )
-
-    def filter(self, record: logging.LogRecord):
-        record.procrastinate = {}
-        for key, value in vars(record).items():
-            if not key.startswith("_") and key not in self._reserved_log_keys | {
-                "procrastinate"
-            }:
-                record.procrastinate[key] = value  # type: ignore
-        return True

app/WYGIWYH/settings.py

@@ -75,6 +75,7 @@ INSTALLED_APPS = [
 ]
 
 MIDDLEWARE = [
+    "django_browser_reload.middleware.BrowserReloadMiddleware",
     "apps.common.middleware.thread_local.ThreadLocalMiddleware",
     "debug_toolbar.middleware.DebugToolbarMiddleware",
     "django.middleware.security.SecurityMiddleware",
@@ -87,7 +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",
 ]
 
@@ -277,27 +277,16 @@ if "procrastinate" in sys.argv:
         "version": 1,
         "disable_existing_loggers": False,
         "formatters": {
-            "procrastinate": {
-                "format": "[%(asctime)s] - %(levelname)s - %(name)s - %(message)s -> %(procrastinate)s",
-                "datefmt": "%Y-%m-%d %H:%M:%S",
-            },
             "standard": {
                 "format": "[%(asctime)s] - %(levelname)s - %(name)s - %(message)s",
                 "datefmt": "%Y-%m-%d %H:%M:%S",
             },
         },
-        "filters": {
-            "procrastinate": {
-                "()": "WYGIWYH.logs.ProcrastinateFilter.ProcrastinateFilter",
-                "name": "procrastinate",
-            },
-        },
         "handlers": {
             "procrastinate": {
                 "level": "INFO",
                 "class": "logging.StreamHandler",
-                "formatter": "procrastinate",
-                "filters": ["procrastinate"],
+                "formatter": "standard",
             },
             "console": {
                 "class": "logging.StreamHandler",
@@ -308,10 +297,10 @@ if "procrastinate" in sys.argv:
         "loggers": {
             "procrastinate": {
                 "handlers": ["procrastinate"],
-                "propagate": True,
+                "propagate": False,
             },
             "root": {
-                "handlers": None,
+                "handlers": ["console"],
                 "level": "INFO",
                 "propagate": False,
             },

app/apps/currencies/exchange_rates/fetcher.py

@@ -31,7 +31,7 @@ class ExchangeRateFetcher:
                     service.fetch_interval
                 )
                 should_fetch = current_hour not in blocked_hours
-                logger.debug(
+                logger.info(
                     f"NOT_ON check for {service.name}: "
                     f"current_hour={current_hour}, "
                     f"blocked_hours={blocked_hours}, "
@@ -43,18 +43,35 @@ class ExchangeRateFetcher:
                 allowed_hours = ExchangeRateService._parse_hour_ranges(
                     service.fetch_interval
                 )
-                return current_hour in allowed_hours
+
+                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
-                    hours_since_last = (
-                        timezone.now() - service.last_fetch
-                    ).total_seconds() / 3600
+
+                    # 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.debug(
+
+                    logger.info(
                         f"EVERY check for {service.name}: "
                         f"hours_since_last={hours_since_last:.1f}, "
                         f"interval={interval_hours}, "

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,
@@ -64,6 +92,20 @@ 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] | Optional[list[str]] = Field(
         default=None,
@@ -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)
@@ -484,28 +549,30 @@ class ImportService:
 
     def _map_row(self, row: Dict[str, str]) -> Dict[str, Any]:
         mapped_data = {}
-
         for field, mapping in self.mapping.items():
             value = None
-
             if isinstance(mapping.source, str):
-                value = row.get(mapping.source, None)
+                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:
-                    value = row.get(source, None)
-                    if value:
+                    if source in row:
+                        value = row[source]
+                        break
+                    elif source.startswith("__") and source[2:] in mapped_data:
+                        value = mapped_data[source[2:]]
                         break
-            else:
-                # If source is None, use None as the initial value
-                value = None
 
-            # Use default_value if value is None
-            if not value:
+            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)
 
@@ -513,17 +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)
@@ -589,6 +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.
@@ -611,8 +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(
@@ -639,4 +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
@@ -15,7 +14,5 @@ def process_import(import_run_id: int, file_path: str):
         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/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/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 +50,375 @@ 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,
+        help_text=_("Expression to match transaction account (ID or name)"),
+    )
+    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,
+        help_text=_("Expression to match transaction type ('IN' or 'EX')"),
+    )
+    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,
+        help_text=_("Expression to match transaction paid status"),
+    )
+    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,
+        help_text=_("Expression to match transaction reference date"),
+    )
+    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,
+        help_text=_("Expression to match transaction amount"),
+    )
+    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,
+        help_text=_("Expression to match transaction description"),
+    )
+    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,
+        help_text=_("Expression to match transaction notes"),
+    )
+    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,
+        help_text=_("Expression to match transaction category (ID or name)"),
+    )
+    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,
+        help_text=_("Expression to match transaction tags (list of IDs or names)"),
+    )
+    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,
+        help_text=_("Expression to match transaction entities (list of IDs or names)"),
+    )
+    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,
+        help_text=_("Expression to match transaction internal note"),
+    )
+    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,
+        help_text=_("Expression to match transaction internal ID"),
+    )
+    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=_("Set Account"),
+        blank=True,
+        help_text=_("Expression for account to set (ID or name)"),
+    )
+    set_type = models.TextField(
+        verbose_name=_("Set Type"),
+        blank=True,
+        help_text=_("Expression for type to set ('IN' or 'EX')"),
+    )
+    set_is_paid = models.TextField(
+        verbose_name=_("Set Is Paid"),
+        blank=True,
+        help_text=_("Expression for paid status to set"),
+    )
+    set_date = models.TextField(
+        verbose_name=_("Set Date"),
+        blank=True,
+        help_text=_("Expression for date to set"),
+    )
+    set_reference_date = models.TextField(
+        verbose_name=_("Set Reference Date"),
+        blank=True,
+        help_text=_("Expression for reference date to set"),
+    )
+    set_amount = models.TextField(
+        verbose_name=_("Set Amount"),
+        blank=True,
+        help_text=_("Expression for amount to set"),
+    )
+    set_description = models.TextField(
+        verbose_name=_("Set Description"),
+        blank=True,
+        help_text=_("Expression for description to set"),
+    )
+    set_notes = models.TextField(
+        verbose_name=_("Set Notes"),
+        blank=True,
+        help_text=_("Expression for notes to set"),
+    )
+    set_internal_note = models.TextField(
+        verbose_name=_("Set Internal Note"),
+        blank=True,
+        help_text=_("Expression for internal note to set"),
+    )
+    set_internal_id = models.TextField(
+        verbose_name=_("Set Internal ID"),
+        blank=True,
+        help_text=_("Expression for internal ID to set"),
+    )
+    set_entities = models.TextField(
+        verbose_name=_("Set Entities"),
+        blank=True,
+        help_text=_("Expression for entities to set (list of IDs or names)"),
+    )
+    set_category = models.TextField(
+        verbose_name=_("Set Category"),
+        blank=True,
+        help_text=_("Expression for category to set (ID or name)"),
+    )
+    set_tags = models.TextField(
+        verbose_name=_("Set Tags"),
+        blank=True,
+        help_text=_("Expression for tags to set (list of IDs or names)"),
+    )
+
+    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,
@@ -14,7 +19,6 @@ from apps.transactions.models import (
     TransactionEntity,
 )
 
-
 logger = logging.getLogger(__name__)
 
 
@@ -25,137 +29,332 @@ def check_for_transaction_rules(
 ):
     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/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/cotton/ui/account_card.html

@@ -15,6 +15,7 @@
         <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"
@@ -22,6 +23,9 @@
             :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">
@@ -38,6 +42,7 @@
       </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"
@@ -45,6 +50,9 @@
               :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 %}
@@ -86,6 +94,7 @@
         <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"
@@ -93,6 +102,9 @@
             :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">
@@ -108,6 +120,7 @@
         <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"
@@ -115,6 +128,9 @@
             :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">
@@ -130,8 +146,7 @@
         <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">
+      <div class="text-end font-monospace">
         <c-amount.display
             :amount="account.total_current"
             :prefix="account.currency.prefix"

app/templates/cotton/ui/currency_card.html

@@ -10,6 +10,7 @@
         <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"
@@ -17,6 +18,9 @@
             :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">
@@ -33,6 +37,7 @@
       </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"
@@ -40,6 +45,9 @@
               :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 %}
@@ -56,8 +64,7 @@
         <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">
+      <div class="text-end font-monospace">
         <c-amount.display
             :amount="currency.total_projected"
             :prefix="currency.currency.prefix"
@@ -81,6 +88,7 @@
         <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"
@@ -88,6 +96,9 @@
             :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">
@@ -103,6 +114,7 @@
         <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"
@@ -110,6 +122,9 @@
             :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">
@@ -125,8 +140,7 @@
         <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">
+      <div class="text-end font-monospace">
         <c-amount.display
             :amount="currency.total_current"
             :prefix="currency.currency.prefix"

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 %}

docker/dev/procrastinate/start

@@ -12,4 +12,4 @@ done
 
 rm -f /tmp/migrations_complete
 
-exec python manage.py procrastinate worker
+exec watchfiles --filter python "python manage.py procrastinate worker"

requirements.txt

@@ -27,3 +27,5 @@ simpleeval~=1.0.0
 pydantic~=2.10.5
 PyYAML~=6.0.2
 mistune~=3.1.1
+openpyxl~=3.1
+xlrd~=2.0