attempt to fix test txs

README.md

@@ -1,83 +1,167 @@
-# MyApp
+# IngTrak
 
-Generic Flutter Android starter built with Flutter **3.47** (Dart **3.13**), Material 3, null safety, and [Provider](https://pub.dev/packages/provider) for state management.
+Personal finance app for **Enable Banking** (ING and other supported banks): transactions, labels, charts, budgets, look-ahead projections, and **PocketBase** cloud sync.
 
-Package name: `com.ingtrak.app`
+- **Package:** `com.ingtrak.app`
+- **Platform:** Android (Flutter)
+- **Flutter:** 3.47+ · **Dart:** 3.13+
 
 ## Features
 
-- Splash screen that fades into the main shell
+- **Bank connect** — Enable Banking via backend API + in-app WebView; optional deep link `ingtrak://connected`
-- Bottom navigation: Home, Search, Profile, Settings
+- **Home** — Balance, customizable layout: built-in sections (Transactions / Categorized / Recent) and filter widgets (stats or budget, half/full width, bar/pie/ring)
-- `ListView.builder` catalog with rounded, shadowed cards
+- **Transactions** — Search, filters, month heatmap, labels, notes, merchant / “apply to similar” rules
-- Detail screen with a matching `Hero` animation
+- **Overview** — Income/expense and label charts; save **favourite** chart filters
-- Light / dark / system theme, persisted with `shared_preferences`
+- **Look ahead** — Projected balance from recurring templates
-- Add-item form with validation
+- **Sync** — Bidirectional PocketBase sync (transactions, labels, annotations, favourites, home widgets, app prefs)
-- Mock catalog plus an `http` client aimed at JSONPlaceholder (toggle in Settings)
+- **Theme** — Light / dark / system (local)
+- **CSV** — Import ING CSV exports (Settings)
 
-## Folder structure
+## Prerequisites
+
+- [Flutter SDK](https://docs.flutter.dev/get-started/install) **3.47** or newer (Dart **3.13**)
+- Android Studio / SDK (Java **17**), emulator or device
+- Reachable **bank API** (`API_BASE_URL`) and **PocketBase** (`POCKETBASE_URL`)
+- PocketBase auth collection **`usersapp`** (create this before running migrations)
+
+```bash
+flutter doctor
+flutter doctor --android-licenses   # if prompted
+```
+
+## Quick start
+
+```bash
+cd ingtrakapp
+cp .env.example .env          # edit URLs if needed
+flutter pub get
+flutter devices
+flutter run                   # or: flutter run -d android
+```
+
+First Android build downloads Gradle and may take a few minutes.
+
+### Useful commands
+
+```bash
+flutter analyze
+flutter test
+flutter run --release
+flutter build apk
+```
+
+### Override config without editing `.env`
+
+```bash
+flutter run \
+  --dart-define=API_BASE_URL=https://your-api.example \
+  --dart-define=POCKETBASE_URL=https://your-pb.example \
+  --dart-define=POCKETBASE_USERS_COLLECTION=usersapp
+```
+
+`--dart-define` values win over `.env`.
+
+## Configuration
+
+Copy [`.env.example`](.env.example) to `.env` (both are listed as Flutter assets). No secrets belong in these files.
+
+| Variable | Purpose | Example |
+|----------|---------|---------|
+| `API_BASE_URL` | FastAPI bank / Enable Banking proxy | `https://ingtrak.satoshinakamoto.win` |
+| `POCKETBASE_URL` | PocketBase instance | `https://pb.satoshinakamoto.win` |
+| `POCKETBASE_USERS_COLLECTION` | Auth collection name | `usersapp` |
+
+Loaded in `lib/utils/app_config.dart` at startup (`flutter_dotenv`). Fallbacks: hosted API URL, PocketBase `http://127.0.0.1:8090`.
+
+### Bank redirect URIs
+
+1. **HTTP callback (Enable Banking Control Panel / backend `REDIRECT_URI`):**  
+   `{API_BASE_URL}/api/connect/callback`
+2. **Optional app deep link** (after HTML bounce; not registered with Enable Banking):  
+   `ingtrak://connected?code=…`  
+   Declared in `AndroidManifest.xml` and handled via `app_links`.
+
+## PocketBase setup
+
+Migrations live in [`pocketbase/pb_migrations/`](pocketbase/pb_migrations/). They assume collection **`usersapp`** already exists.
+
+### Collections
+
+| Migration | Collection |
+|-----------|------------|
+| `1740000000` | `labels`, `tx_meta`, `merchant_rules`, `exact_templates` |
+| `1740000001` | `transactions` |
+| `1740000002` | `recurring_templates` |
+| `1740000003` | `overview_favourites` |
+| `1740000004`–`0006` | `home_filter_widgets` (+ half width, budget fields) |
+| `1740000007` | `app_prefs` (Home section toggles + Look ahead years) |
+| `1740000008` | `home_filter_widgets.label_match` (AND/OR) |
+| `1740000009` | `usersapp.is_admin` (admin accounts) |
+
+Built-in labels stay in the app; only **custom** labels sync. Rows are scoped per user (`user = @request.auth.id`).
+
+### Admin accounts
+
+Migration `1740000009` adds `is_admin` (bool) on **`usersapp`**. In PocketBase Admin → **Users** → edit a user → enable **is_admin**.
+
+Admins see an **Admin** badge on Account and can **Create test transaction** (saved locally and synced with bank transactions). Normal users do not get that action. Re-sign-in after flipping the flag so the app picks it up.
+
+### Apply migrations (typical Linux host)
+
+```bash
+sudo cp pocketbase/pb_migrations/*.js /opt/pocketbase/pb_migrations/
+sudo chown pocketbase:pocketbase /opt/pocketbase/pb_migrations/*.js
+sudo -u pocketbase /opt/pocketbase/pocketbase migrate up
+sudo systemctl restart pocketbase
+```
+
+Adjust paths if your PocketBase install differs. After migrate, sign in on the app and run **Sync** (Account) so local data uploads.
+
+### What syncs
+
+- Bank transactions, labels, tx annotations, merchant/exact templates  
+- Recurring templates, overview favourites, home filter widgets  
+- App prefs: Home built-in section visibility, Look ahead max years  
+
+Theme mode stays **device-local**.
+
+## Project layout
 
 ```
-android-flutter-app-generic/
+ingtrakapp/
-├── android/                         # Android embedding, Gradle, manifest
+├── android/                      # Android embedding (com.ingtrak.app)
+├── assets/branding/              # App icon source + generated launcher assets
 ├── lib/
-│   ├── main.dart                    # Entry point, Provider scope, MaterialApp
+│   ├── main.dart                 # Providers, dotenv, deep links
-│   ├── models/
+│   ├── models/                   # Bank, meta, favourites, home widgets, prefs
-│   │   └── item.dart                # Item + ItemCategory
+│   ├── providers/                # Auth, bank, sync, tx_meta, preferences, theme
-│   ├── providers/
+│   ├── screens/                  # Splash, auth, Home / Overview / Look ahead, …
-│   │   ├── item_provider.dart       # Catalog ChangeNotifier
+│   ├── services/                 # Bank API, PocketBase sync, CSV, storage
-│   │   └── theme_provider.dart      # ThemeMode ChangeNotifier
+│   ├── utils/                    # Config, theme, constants, connect helpers
-│   ├── screens/
+│   └── widgets/                  # Home widgets, filters, charts, sync UI
-│   │   ├── splash_screen.dart
+├── pocketbase/pb_migrations/     # Schema migrations
-│   │   ├── main_shell.dart          # NavigationBar host
-│   │   ├── home_screen.dart
-│   │   ├── search_screen.dart
-│   │   ├── profile_screen.dart
-│   │   ├── settings_screen.dart
-│   │   ├── item_detail_screen.dart
-│   │   └── add_item_screen.dart
-│   ├── services/
-│   │   ├── storage_service.dart     # shared_preferences wrapper
-│   │   ├── item_api.dart            # http placeholder
-│   │   ├── fake_item_data.dart      # Offline sample catalog
-│   │   └── item_repository.dart     # Mock vs remote switch
-│   ├── utils/
-│   │   ├── app_theme.dart           # Material 3 light/dark themes
-│   │   ├── constants.dart
-│   │   └── helpers.dart
-│   └── widgets/
-│       ├── app_text_field.dart
-│       ├── empty_state.dart
-│       ├── item_card.dart
-│       ├── item_hero_badge.dart
-│       ├── loading_view.dart
-│       └── responsive_body.dart
 ├── test/
-│   └── widget_test.dart
+├── .env.example
 └── pubspec.yaml
 ```
 
-## Run the app
+## Launcher icon
 
-You need the [Flutter SDK](https://docs.flutter.dev/get-started/install) (3.47 or newer) and an Android emulator or device.
+Source: `assets/branding/app_icon.png`. Regenerate Android mipmaps:
 
 ```bash
-cd android-flutter-app-generic
+dart run flutter_launcher_icons
-flutter pub get
-flutter run
 ```
 
-Useful extras:
+(Configured in `pubspec.yaml`; iOS not enabled — no `ios/` folder yet.)
 
-```bash
+## First-run checklist
-flutter devices          # list emulators / devices
-flutter run -d android   # target Android explicitly
-flutter analyze          # static analysis
-flutter test             # widget + unit tests
-```
 
-On first Android run, Flutter will download a Gradle distribution and compile the app. Accept any Android licenses with `flutter doctor --android-licenses` if prompted.
+1. `.env` points at your API + PocketBase  
+2. PocketBase migrations applied; `usersapp` exists; create an account (or use Admin → Users)  
+3. Backend Enable Banking `REDIRECT_URI` matches `{API_BASE_URL}/api/connect/callback`  
+4. `flutter run` → sign in → **Settings** → connect bank (or import CSV) → **Account** → Sync  
 
-## Theme and data
+## License / privacy
 
-- Open **Settings** to switch System / Light / Dark. The choice is stored locally.
+Private project. Bank credentials and tokens are handled by your backend and Enable Banking — keep API and PocketBase access controlled.
-- Turn on **Use remote sample API** to fetch posts from `https://jsonplaceholder.typicode.com/posts` through the `http` package. If the request fails, the app falls back to the bundled mock list.

android/app/src/main/res/mipmap-anydpi-v26/ic_launcher.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="utf-8"?>
+<adaptive-icon xmlns:android="http://schemas.android.com/apk/res/android">
+  <background android:drawable="@color/ic_launcher_background"/>
+  <foreground>
+      <inset
+          android:drawable="@drawable/ic_launcher_foreground"
+          android:inset="16%" />
+  </foreground>
+</adaptive-icon>

android/app/src/main/res/values/colors.xml

@@ -0,0 +1,4 @@
+<?xml version="1.0" encoding="utf-8"?>
+<resources>
+    <color name="ic_launcher_background">#1A1C1B</color>
+</resources>

lib/models/app_cloud_prefs.dart

@@ -0,0 +1,41 @@
+/// Cloud-synced app preferences (Home sections + Look ahead).
+library;
+
+import 'home_built_in_sections.dart';
+
+/// One-per-user prefs row mirrored in PocketBase `app_prefs`.
+class AppCloudPrefs {
+  const AppCloudPrefs({
+    required this.homeBuiltInSections,
+    required this.lookAheadMaxYears,
+  });
+
+  final HomeBuiltInSections homeBuiltInSections;
+  final int lookAheadMaxYears;
+
+  static const defaults = AppCloudPrefs(
+    homeBuiltInSections: HomeBuiltInSections.defaults,
+    lookAheadMaxYears: 5,
+  );
+
+  AppCloudPrefs copyWith({
+    HomeBuiltInSections? homeBuiltInSections,
+    int? lookAheadMaxYears,
+  }) {
+    return AppCloudPrefs(
+      homeBuiltInSections:
+          homeBuiltInSections ?? this.homeBuiltInSections,
+      lookAheadMaxYears: lookAheadMaxYears ?? this.lookAheadMaxYears,
+    );
+  }
+}
+
+/// Prefer local when the user has pending edits; otherwise take remote.
+AppCloudPrefs mergeAppCloudPrefs({
+  required AppCloudPrefs local,
+  required AppCloudPrefs? remote,
+  required bool preferLocal,
+}) {
+  if (preferLocal || remote == null) return local;
+  return remote;
+}

lib/models/bank.dart

@@ -88,6 +88,7 @@ class BankTransaction {
     required this.amount,
     required this.currency,
     required this.pending,
+    this.isManual = false,
   });
 
   final String date;
@@ -96,6 +97,9 @@ class BankTransaction {
   final String currency;
   final bool pending;
 
+  /// Admin-created test row (editable / deletable); not from bank feed or CSV.
+  final bool isManual;
+
   /// Stable local key used for per-occurrence annotations.
   String get id => '$date|$currency|$amount|$description';
 
@@ -109,6 +113,50 @@ class BankTransaction {
   /// Exact match for copying notes (same description + amount + currency).
   String get exactKey => '$descriptionKey|$amount|$currency';
 
+  static String stripManualStamp(String description) =>
+      description.replaceFirst(RegExp(r' ·#\d+$'), '');
+
+  /// True when [other] is the same row for delete/tombstone matching.
+  ///
+  /// Uses id first, then date + cents + currency + description (stamp-insensitive),
+  /// so PocketBase float/amount rehydration cannot bypass a local delete.
+  bool matchesForDelete(BankTransaction other) {
+    if (id == other.id) return true;
+    if (date != other.date) return false;
+    if (currency.toUpperCase() != other.currency.toUpperCase()) return false;
+    if ((amount * 100).round() != (other.amount * 100).round()) return false;
+    if (descriptionKey == other.descriptionKey) return true;
+    return stripManualStamp(description).trim().toLowerCase() ==
+        stripManualStamp(other.description).trim().toLowerCase();
+  }
+
+  BankTransaction copyWith({
+    String? date,
+    String? description,
+    double? amount,
+    String? currency,
+    bool? pending,
+    bool? isManual,
+  }) {
+    return BankTransaction(
+      date: date ?? this.date,
+      description: description ?? this.description,
+      amount: amount ?? this.amount,
+      currency: currency ?? this.currency,
+      pending: pending ?? this.pending,
+      isManual: isManual ?? this.isManual,
+    );
+  }
+
+  Map<String, dynamic> toJson() => {
+        'date': date,
+        'description': description,
+        'amount': amount,
+        'currency': currency,
+        'pending': pending,
+        if (isManual) 'isManual': true,
+      };
+
   factory BankTransaction.fromJson(Map<String, dynamic> json) {
     final rawAmount = json['amount'];
     final amount = switch (rawAmount) {
@@ -122,6 +170,9 @@ class BankTransaction {
       amount: amount,
       currency: json['currency'] as String? ?? 'EUR',
       pending: json['pending'] as bool? ?? false,
+      isManual: json['isManual'] as bool? ??
+          json['is_manual'] as bool? ??
+          false,
     );
   }
 }

lib/models/home_filter_widget.dart

@@ -86,6 +86,7 @@ class HomeFilterWidget {
     this.budgetFixedAmount = 0,
     this.budgetAverageMonths = 3,
     this.labelIds = const [],
+    this.labelMatch = LabelMatchMode.and,
     this.flow = TxFlowFilter.all,
     this.amountRange = const TxAmountRange(),
     this.query = '',
@@ -115,6 +116,10 @@ class HomeFilterWidget {
   final int budgetAverageMonths;
 
   final List<String> labelIds;
+
+  /// AND vs OR when multiple [labelIds] are selected.
+  final LabelMatchMode labelMatch;
+
   final TxFlowFilter flow;
   final TxAmountRange amountRange;
   final String query;
@@ -128,6 +133,7 @@ class HomeFilterWidget {
 
   TransactionFilterSelection get filter => TransactionFilterSelection(
         labelIds: labelIds.toSet(),
+        labelMatch: labelMatch,
         flow: flow,
         amountRange: amountRange,
         query: query,
@@ -147,6 +153,7 @@ class HomeFilterWidget {
     double? budgetFixedAmount,
     int? budgetAverageMonths,
     List<String>? labelIds,
+    LabelMatchMode? labelMatch,
     TxFlowFilter? flow,
     TxAmountRange? amountRange,
     String? query,
@@ -168,6 +175,7 @@ class HomeFilterWidget {
       budgetFixedAmount: budgetFixedAmount ?? this.budgetFixedAmount,
       budgetAverageMonths: budgetAverageMonths ?? this.budgetAverageMonths,
       labelIds: labelIds ?? this.labelIds,
+      labelMatch: labelMatch ?? this.labelMatch,
       flow: flow ?? this.flow,
       amountRange: amountRange ?? this.amountRange,
       query: query ?? this.query,
@@ -192,6 +200,7 @@ class HomeFilterWidget {
       display: display,
       sortOrder: sortOrder,
       labelIds: filter.labelIds.toList(growable: false),
+      labelMatch: filter.labelMatch,
       flow: filter.flow,
       amountRange: filter.amountRange,
       query: filter.query,
@@ -215,6 +224,7 @@ class HomeFilterWidget {
         'budgetFixedAmount': budgetFixedAmount,
         'budgetAverageMonths': budgetAverageMonths,
         'labelIds': labelIds,
+        'labelMatch': labelMatch.name,
         'flow': flow.name,
         'amountRange': {
           if (amountRange.exact != null) 'exact': amountRange.exact,
@@ -274,6 +284,10 @@ class HomeFilterWidget {
         for (final id in (json['labelIds'] as List? ?? const []))
           if (id is String && id.isNotEmpty) id,
       ],
+      labelMatch: LabelMatchMode.values.firstWhere(
+        (e) => e.name == json['labelMatch'],
+        orElse: () => LabelMatchMode.and,
+      ),
       flow: TxFlowFilter.values.firstWhere(
         (e) => e.name == json['flow'],
         orElse: () => TxFlowFilter.all,

lib/models/transaction_meta.dart

@@ -134,6 +134,15 @@ int labelVisibleDepth(
 /// Filter-only id for txs with no labels (not an assignable category).
 const String kUncategorizedFilterId = '__uncategorized__';
 
+/// How multiple selected labels combine in a transaction filter.
+enum LabelMatchMode {
+  /// Tx must include every selected label.
+  and,
+
+  /// Tx must include at least one selected label.
+  or,
+}
+
 /// Chip presentation for [kUncategorizedFilterId] refine filters.
 const TxLabel kUncategorizedFilterLabel = TxLabel(
   id: kUncategorizedFilterId,

lib/providers/auth_provider.dart

@@ -26,6 +26,13 @@ class AuthController extends ChangeNotifier {
 
   RecordModel? get user => _client?.authStore.record;
 
+  /// True when PocketBase `usersapp.is_admin` is set for this account.
+  bool get isAdmin {
+    final record = user;
+    if (record == null) return false;
+    return record.getBoolValue('is_admin');
+  }
+
   String? get email {
     final value = user?.getStringValue('email');
     return value == null || value.isEmpty ? null : value;
@@ -80,6 +87,17 @@ class AuthController extends ChangeNotifier {
     notifyListeners();
   }
 
+  /// Refresh the auth record (e.g. after `is_admin` was toggled in Admin UI).
+  Future<void> refreshSession() async {
+    if (!isLoggedIn) return;
+    try {
+      await client.collection(kPocketBaseUsersCollection).authRefresh();
+    } catch (error, stackTrace) {
+      debugPrint('AuthController.refreshSession failed: $error\n$stackTrace');
+    }
+    notifyListeners();
+  }
+
   Future<void> logout() async {
     client.authStore.clear();
     notifyListeners();

lib/providers/bank_provider.dart

@@ -1,6 +1,8 @@
 /// [ChangeNotifier] for bank link status, balance, and transactions.
 library;
 
+import 'dart:async';
+
 import 'package:flutter/foundation.dart';
 
 import '../models/bank.dart';
@@ -30,9 +32,34 @@ class BankController extends ChangeNotifier {
       _remoteTransactions = cached.transactions;
     }
     _importedTransactions = _storage?.loadImportedTransactions() ?? const [];
+    _importedTransactions = [
+      for (final tx in _importedTransactions) _upgradeLegacyManual(tx),
+    ];
+    _remoteTransactions = [
+      for (final tx in _remoteTransactions) _upgradeLegacyManual(tx),
+    ];
+    _pendingRemoteDeletes = _storage?.loadPendingTxDeletes() ?? const [];
+    // Drop anything still queued for remote delete from the local caches.
+    if (_pendingRemoteDeletes.isNotEmpty) {
+      _remoteTransactions = [
+        for (final tx in _remoteTransactions)
+          if (!_isTombstoned(tx)) tx,
+      ];
+      _importedTransactions = [
+        for (final tx in _importedTransactions)
+          if (!_isTombstoned(tx)) tx,
+      ];
+    }
     _invalidateMerged();
   }
 
+  /// Older admin test rows used a ·#stamp suffix before [isManual] existed.
+  static BankTransaction _upgradeLegacyManual(BankTransaction tx) {
+    if (tx.isManual) return tx;
+    if (!RegExp(r' ·#\d+$').hasMatch(tx.description)) return tx;
+    return tx.copyWith(isManual: true);
+  }
+
   final IngtrakApi _api;
   final StorageService? _storage;
 
@@ -42,10 +69,92 @@ class BankController extends ChangeNotifier {
   /// cannot leave the device behind the cloud (or wipe cloud-only history).
   VoidCallback? onAfterSuccessfulLoad;
 
+  /// Fired when local admin txs are removed/replaced and need a remote delete.
+  VoidCallback? onPendingRemoteDeletesChanged;
+
   ConnectStatus _status = ConnectStatus.disconnected;
   BankBalance? _balance;
   List<BankTransaction> _remoteTransactions = const [];
   List<BankTransaction> _importedTransactions = const [];
+  List<BankTransaction> _pendingRemoteDeletes = const [];
+
+  /// Tombstoned txs waiting to be removed from PocketBase (also persisted).
+  List<BankTransaction> get pendingRemoteDeletes =>
+      List<BankTransaction>.unmodifiable(_pendingRemoteDeletes);
+
+  bool get hasPendingRemoteDeletes => _pendingRemoteDeletes.isNotEmpty;
+
+  bool _isTombstoned(BankTransaction tx) {
+    for (final tomb in _pendingRemoteDeletes) {
+      if (tx.matchesForDelete(tomb)) return true;
+    }
+    return false;
+  }
+
+  /// Drop tombstones that match any of [txs] (fingerprint-aware).
+  void clearRemoteDeletesMatching(Iterable<BankTransaction> txs) {
+    final list = txs.toList(growable: false);
+    if (list.isEmpty) return;
+    final next = [
+      for (final tomb in _pendingRemoteDeletes)
+        if (!list.any(tomb.matchesForDelete)) tomb,
+    ];
+    if (next.length == _pendingRemoteDeletes.length) return;
+    _pendingRemoteDeletes = next;
+    unawaited(_persistPendingDeletes());
+  }
+
+  void clearAllPendingRemoteDeletes() {
+    if (_pendingRemoteDeletes.isEmpty) return;
+    _pendingRemoteDeletes = const [];
+    unawaited(_persistPendingDeletes());
+  }
+
+  void requeueRemoteDeletes(Iterable<BankTransaction> txs) {
+    for (final tx in txs) {
+      _queueRemoteDelete(tx, notify: false);
+    }
+    unawaited(_persistPendingDeletes());
+  }
+
+  void _queueRemoteDelete(BankTransaction tx, {bool notify = true}) {
+    if (tx.id.isEmpty) return;
+    if (_isTombstoned(tx)) return;
+    _pendingRemoteDeletes = [..._pendingRemoteDeletes, tx];
+    unawaited(_persistPendingDeletes());
+    if (notify) onPendingRemoteDeletesChanged?.call();
+  }
+
+  Future<void> _persistPendingDeletes() async {
+    final storage = _storage;
+    if (storage == null) return;
+    await storage.savePendingTxDeletes(_pendingRemoteDeletes);
+  }
+
+  /// Keep [isManual] when a synced/API row replaces a matching imported test tx.
+  void _reapplyManualFlags(Set<String> manualIds) {
+    if (manualIds.isEmpty) return;
+    BankTransaction stamp(BankTransaction tx) =>
+        manualIds.contains(tx.id) && !tx.isManual
+            ? tx.copyWith(isManual: true)
+            : tx;
+    _remoteTransactions = [for (final tx in _remoteTransactions) stamp(tx)];
+    _importedTransactions = [
+      for (final tx in _importedTransactions) stamp(tx),
+    ];
+  }
+
+  Set<String> _collectManualIds([
+    Iterable<BankTransaction> extra = const [],
+  ]) =>
+      {
+        for (final tx in [
+          ..._remoteTransactions,
+          ..._importedTransactions,
+          ...extra,
+        ])
+          if (tx.isManual) tx.id,
+      };
   List<BankTransaction>? _mergedTransactions;
 
   bool _isLoading = false;
@@ -161,6 +270,117 @@ class BankController extends ChangeNotifier {
     notifyListeners();
   }
 
+  /// Insert a locally created transaction (admin testing). Persisted like CSV
+  /// imports and included in PocketBase `transactions` sync.
+  Future<BankTransaction> addManualTransaction({
+    required DateTime date,
+    required String description,
+    required double amount,
+    String currency = 'EUR',
+    bool pending = false,
+  }) async {
+    final desc =
+        description.trim().isEmpty ? 'Test transaction' : description.trim();
+    // Include a short unique suffix so identical drafts do not collide on id.
+    final stamp = DateTime.now().millisecondsSinceEpoch % 100000;
+    final tx = BankTransaction(
+      date:
+          '${date.year.toString().padLeft(4, '0')}-'
+          '${date.month.toString().padLeft(2, '0')}-'
+          '${date.day.toString().padLeft(2, '0')}',
+      description: '$desc ·#$stamp',
+      amount: amount,
+      currency: currency.trim().isEmpty ? 'EUR' : currency.trim().toUpperCase(),
+      pending: pending,
+      isManual: true,
+    );
+
+    _importedTransactions = mergeTransactions(_importedTransactions, [tx]);
+    _importedTransactions = filterNewTransactions(
+      _remoteTransactions,
+      _importedTransactions,
+    );
+    _invalidateMerged();
+    await _persistImported();
+    notifyListeners();
+    return tx;
+  }
+
+  /// Replace an admin test transaction. Returns the updated row (id may change).
+  Future<BankTransaction> updateManualTransaction({
+    required BankTransaction previous,
+    required DateTime date,
+    required String description,
+    required double amount,
+    String currency = 'EUR',
+    bool pending = false,
+  }) async {
+    if (!previous.isManual) {
+      throw StateError('Only admin test transactions can be edited');
+    }
+    final desc =
+        description.trim().isEmpty ? 'Test transaction' : description.trim();
+    final stamped = () {
+      if (RegExp(r' ·#\d+$').hasMatch(desc)) return desc;
+      final prevStamp = RegExp(r' ·#(\d+)$').firstMatch(previous.description);
+      final prevBase =
+          previous.description.replaceFirst(RegExp(r' ·#\d+$'), '');
+      if (prevStamp != null && prevBase == desc) {
+        return '$desc ·#${prevStamp.group(1)}';
+      }
+      return '$desc ·#${DateTime.now().millisecondsSinceEpoch % 100000}';
+    }();
+    final updated = BankTransaction(
+      date:
+          '${date.year.toString().padLeft(4, '0')}-'
+          '${date.month.toString().padLeft(2, '0')}-'
+          '${date.day.toString().padLeft(2, '0')}',
+      description: stamped,
+      amount: amount,
+      currency: currency.trim().isEmpty ? 'EUR' : currency.trim().toUpperCase(),
+      pending: pending,
+      isManual: true,
+    );
+
+    _importedTransactions = [
+      for (final tx in _importedTransactions)
+        if (tx.id != previous.id) tx,
+    ];
+    _remoteTransactions = [
+      for (final tx in _remoteTransactions)
+        if (tx.id != previous.id) tx,
+    ];
+    if (previous.id != updated.id) {
+      _queueRemoteDelete(previous);
+    }
+    _importedTransactions = mergeTransactions(_importedTransactions, [updated]);
+    _invalidateMerged();
+    await _persistImported();
+    await _persistCache();
+    notifyListeners();
+    return updated;
+  }
+
+  /// Remove an admin test transaction from local caches.
+  Future<void> deleteManualTransaction(BankTransaction tx) async {
+    if (!tx.isManual) {
+      throw StateError('Only admin test transactions can be deleted');
+    }
+    _importedTransactions = [
+      for (final row in _importedTransactions)
+        if (!row.matchesForDelete(tx)) row,
+    ];
+    _remoteTransactions = [
+      for (final row in _remoteTransactions)
+        if (!row.matchesForDelete(tx)) row,
+    ];
+    _queueRemoteDelete(tx);
+    _invalidateMerged();
+    await _persistImported();
+    await _persistCache();
+    notifyListeners();
+  }
+
   /// Union cloud txs into the local bank cache without dropping either side.
   ///
   /// Rows land in the API cache; CSV imports that match are deduped away.
@@ -168,13 +388,37 @@ class BankController extends ChangeNotifier {
     List<BankTransaction> fromCloud, {
     bool notify = true,
   }) async {
-    if (fromCloud.isEmpty) return;
+    if (fromCloud.isEmpty && _pendingRemoteDeletes.isEmpty) return;
 
-    _remoteTransactions = mergeTransactions(_remoteTransactions, fromCloud);
+    // Never resurrect rows the user already deleted locally.
+    final incoming = [
+      for (final tx in fromCloud)
+        if (!_isTombstoned(tx)) _upgradeLegacyManual(tx),
+    ];
+    if (incoming.isEmpty && _pendingRemoteDeletes.isEmpty) return;
+
+    final manuals = _collectManualIds(incoming);
+    if (incoming.isNotEmpty) {
+      _remoteTransactions = mergeTransactions(_remoteTransactions, incoming);
+    }
+    // Strip any local copies that match a pending delete (defensive).
+    if (_pendingRemoteDeletes.isNotEmpty) {
+      _remoteTransactions = [
+        for (final tx in _remoteTransactions)
+          if (!_isTombstoned(tx)) tx,
+      ];
+    }
     _importedTransactions = filterNewTransactions(
       _remoteTransactions,
       _importedTransactions,
     );
+    if (_pendingRemoteDeletes.isNotEmpty) {
+      _importedTransactions = [
+        for (final tx in _importedTransactions)
+          if (!_isTombstoned(tx)) tx,
+      ];
+    }
+    _reapplyManualFlags(manuals);
     _invalidateMerged();
 
     if (!_status.linked && _remoteTransactions.isNotEmpty) {
@@ -254,6 +498,7 @@ class BankController extends ChangeNotifier {
       final apiTxs = results[1] as List<BankTransaction>;
       // Bank API is ~89 days. Prefer API rows for overlaps, but keep any
       // cloud/CSV history that the API window does not include.
+      final manuals = _collectManualIds();
       _remoteTransactions = mergeTransactions(apiTxs, _remoteTransactions);
       if (!_status.linked) {
         _status = ConnectStatus(
@@ -269,6 +514,17 @@ class BankController extends ChangeNotifier {
         _remoteTransactions,
         _importedTransactions,
       );
+      if (_pendingRemoteDeletes.isNotEmpty) {
+        _remoteTransactions = [
+          for (final tx in _remoteTransactions)
+            if (!_isTombstoned(tx)) tx,
+        ];
+        _importedTransactions = [
+          for (final tx in _importedTransactions)
+            if (!_isTombstoned(tx)) tx,
+        ];
+      }
+      _reapplyManualFlags(manuals);
       _invalidateMerged();
       await _persistImported();
       _error = null;

lib/providers/preferences_provider.dart

@@ -3,6 +3,7 @@ library;
 
 import 'package:flutter/foundation.dart';
 
+import '../models/app_cloud_prefs.dart';
 import '../models/home_built_in_sections.dart';
 import '../models/home_filter_widget.dart';
 import '../models/overview_favourite.dart';
@@ -28,9 +29,18 @@ class PreferencesController extends ChangeNotifier {
   /// Fired after Home widgets are persisted (for cloud push debounce).
   VoidCallback? onHomeWidgetsPersisted;
 
+  /// Fired after Home sections / Look ahead are persisted.
+  VoidCallback? onAppPrefsPersisted;
+
   /// Years ahead Look ahead can navigate (1–30, default 5).
   int get lookAheadMaxYears => _lookAheadMaxYears;
 
+  /// Snapshot used for PocketBase `app_prefs` sync.
+  AppCloudPrefs get cloudPrefs => AppCloudPrefs(
+        homeBuiltInSections: _homeBuiltInSections,
+        lookAheadMaxYears: _lookAheadMaxYears,
+      );
+
   List<OverviewFavourite> get overviewFavourites =>
       List.unmodifiable(_overviewFavourites);
 
@@ -55,7 +65,10 @@ class PreferencesController extends ChangeNotifier {
 
   HomeBuiltInSections get homeBuiltInSections => _homeBuiltInSections;
 
-  Future<void> setHomeBuiltInSections(HomeBuiltInSections sections) async {
+  Future<void> setHomeBuiltInSections(
+    HomeBuiltInSections sections, {
+    bool schedulePush = true,
+  }) async {
     if (sections.showTransactions == _homeBuiltInSections.showTransactions &&
         sections.showCategorized == _homeBuiltInSections.showCategorized &&
         sections.showRecent == _homeBuiltInSections.showRecent) {
@@ -64,6 +77,7 @@ class PreferencesController extends ChangeNotifier {
     _homeBuiltInSections = sections;
     notifyListeners();
     await _storage.saveHomeBuiltInSections(sections);
+    if (schedulePush) onAppPrefsPersisted?.call();
   }
 
   Future<void> setHomeShowTransactions(bool value) => setHomeBuiltInSections(
@@ -78,12 +92,29 @@ class PreferencesController extends ChangeNotifier {
         _homeBuiltInSections.copyWith(showRecent: value),
       );
 
-  Future<void> setLookAheadMaxYears(int years) async {
+  Future<void> setLookAheadMaxYears(
+    int years, {
+    bool schedulePush = true,
+  }) async {
     final next = years.clamp(1, 30);
     if (next == _lookAheadMaxYears) return;
     _lookAheadMaxYears = next;
     notifyListeners();
     await _storage.setLookAheadMaxYears(next);
+    if (schedulePush) onAppPrefsPersisted?.call();
+  }
+
+  Future<void> replaceCloudPrefs(
+    AppCloudPrefs prefs, {
+    bool notify = true,
+    bool schedulePush = false,
+  }) async {
+    _homeBuiltInSections = prefs.homeBuiltInSections;
+    _lookAheadMaxYears = prefs.lookAheadMaxYears.clamp(1, 30);
+    if (notify) notifyListeners();
+    await _storage.saveHomeBuiltInSections(_homeBuiltInSections);
+    await _storage.setLookAheadMaxYears(_lookAheadMaxYears);
+    if (schedulePush) onAppPrefsPersisted?.call();
   }
 
   Future<void> addOverviewFavourite(OverviewFavourite favourite) async {

lib/providers/sync_provider.dart

@@ -5,6 +5,8 @@ import 'dart:async';
 
 import 'package:flutter/foundation.dart';
 
+import '../models/app_cloud_prefs.dart';
+import '../models/bank.dart';
 import '../models/home_filter_widget.dart';
 import '../models/overview_favourite.dart';
 import '../services/pb_sync_service.dart';
@@ -42,8 +44,10 @@ class SyncController extends ChangeNotifier {
     _meta.onPersisted = _scheduleMetaPush;
     _prefs.onFavouritesPersisted = _scheduleFavouritesPush;
     _prefs.onHomeWidgetsPersisted = _scheduleHomeWidgetsPush;
+    _prefs.onAppPrefsPersisted = _scheduleAppPrefsPush;
     _auth.addListener(_onAuthChanged);
     _bank.onAfterSuccessfulLoad = _onBankDataLoaded;
+    _bank.onPendingRemoteDeletesChanged = _scheduleBankTxPush;
     if (_auth.isLoggedIn) {
       unawaited(syncNow());
     }
@@ -61,6 +65,8 @@ class SyncController extends ChangeNotifier {
   bool _pushMetaPending = false;
   bool _pushFavouritesPending = false;
   bool _pushHomeWidgetsPending = false;
+  bool _pushAppPrefsPending = false;
+  bool _pushBankPending = false;
   Timer? _pushDebounce;
   Timer? _progressHold;
   Timer? _uiNotifyThrottle;
@@ -194,6 +200,8 @@ class SyncController extends ChangeNotifier {
       _pushMetaPending = false;
       _pushFavouritesPending = false;
       _pushHomeWidgetsPending = false;
+      _pushAppPrefsPending = false;
+      _pushBankPending = false;
       _lastError = null;
       _statusDetail = '';
       _showProgressRing = false;
@@ -206,10 +214,20 @@ class SyncController extends ChangeNotifier {
 
   /// Bank pull-to-refresh / reconnect finished — reconcile with PocketBase.
   ///
-  /// Always runs a full sync when logged in so (1) new API txs are pushed and
+  /// Runs a full sync when idle so (1) new API txs are pushed and
   /// (2) any cloud-only history the bank window lacks is pulled back.
+  ///
+  /// If a sync is already in flight (common at cold start: constructor sync
+  /// overlaps bank refresh), do **not** queue another full sync — that was
+  /// causing a back-to-back double pull of 4k+ txs.
   void _onBankDataLoaded() {
     if (!_auth.isLoggedIn) return;
+    if (_syncing) {
+      debugPrint(
+        'SyncController: bank load finished during sync — skip queued full sync',
+      );
+      return;
+    }
     unawaited(syncNow());
   }
 
@@ -246,6 +264,33 @@ class SyncController extends ChangeNotifier {
     _armPushDebounce();
   }
 
+  void _scheduleAppPrefsPush() {
+    _pushAppPrefsPending = true;
+    _armPushDebounce();
+  }
+
+  void _scheduleBankTxPush() {
+    _pushBankPending = true;
+    _armPushDebounce();
+  }
+
+  /// Removes tombstoned bank txs from PocketBase before pull/push can resurrect them.
+  Future<void> _flushPendingTxDeletes(PbSyncService service) async {
+    final pending = List<BankTransaction>.of(_bank.pendingRemoteDeletes);
+    if (pending.isEmpty) return;
+    _setStatus('Removing deleted bank txs…');
+    try {
+      final matched = await service.deleteTransactionsMatching(pending);
+      if (matched.isNotEmpty) {
+        _bank.clearRemoteDeletesMatching(matched);
+      }
+      // Do NOT clear unmatched tombstones — they still block pull resurrection
+      // until pushTransactions GC removes the remote rows.
+    } catch (error) {
+      debugPrint('SyncController: tx deletes failed ($error)');
+    }
+  }
+
   void _armPushDebounce() {
     if (!_auth.isLoggedIn) return;
     if (_syncing) {
@@ -278,6 +323,8 @@ class SyncController extends ChangeNotifier {
 
     try {
       final service = PbSyncService(_auth.client);
+      // Delete first — otherwise pull re-merges the row and push recreates it.
+      await _flushPendingTxDeletes(service);
       final remoteMeta = await service.pull(
         onProgress: (p) {
           _setProgress(p * 0.35);
@@ -322,6 +369,20 @@ class SyncController extends ChangeNotifier {
         _prefs.homeFilterWidgets,
         remoteHomeWidgets,
       );
+      AppCloudPrefs? remoteAppPrefs;
+      try {
+        remoteAppPrefs = await service.pullAppPrefs(onStatus: _setStatus);
+      } catch (error) {
+        debugPrint('SyncController: app_prefs pull skipped ($error)');
+      }
+      // Prefer local when this device has pending prefs edits; otherwise
+      // take remote so a new install picks up cloud Home section toggles.
+      final preferLocalAppPrefs = _pushAppPrefsPending;
+      final mergedAppPrefs = mergeAppCloudPrefs(
+        local: _prefs.cloudPrefs,
+        remote: remoteAppPrefs,
+        preferLocal: preferLocalAppPrefs,
+      );
       // Apply without notifying — one rebuild after both stores are ready.
       await _meta.replaceStore(mergedMeta, notify: false);
       await _bank.applySyncedTransactions(remoteTxs, notify: false);
@@ -333,6 +394,7 @@ class SyncController extends ChangeNotifier {
         mergedHomeWidgets,
         notify: false,
       );
+      await _prefs.replaceCloudPrefs(mergedAppPrefs, notify: false);
       _meta.notifyListeners();
       _bank.notifyListeners();
       _prefs.notifyListeners();
@@ -365,13 +427,29 @@ class SyncController extends ChangeNotifier {
           'SyncController: home_filter_widgets push skipped ($error)',
         );
       }
+      try {
+        await service.pushAppPrefs(
+          mergedAppPrefs,
+          onStatus: _setStatus,
+        );
+        _pushAppPrefsPending = false;
+      } catch (error) {
+        debugPrint('SyncController: app_prefs push skipped ($error)');
+      }
+      // Retry deletes in case any were queued during the pull/merge window.
+      await _flushPendingTxDeletes(service);
+      _pushBankPending = false;
+      final tombs = List<BankTransaction>.of(_bank.pendingRemoteDeletes);
       final bankSummary = await service.pushTransactions(
         _bank.transactions,
+        deleteTombs: tombs,
         progressStart: 0.82,
         progressEnd: 1.0,
         onProgress: _setProgress,
         onStatus: _setStatus,
       );
+      // Push GC removes orphan admin test rows; tombstones are done.
+      _bank.clearAllPendingRemoteDeletes();
       _lastSyncedAt = DateTime.now();
       _lastError = null;
       _lastSyncSummary = '$metaSummary\n$bankSummary';
@@ -410,20 +488,39 @@ class SyncController extends ChangeNotifier {
     final pushMeta = _pushMetaPending;
     final pushFavourites = _pushFavouritesPending;
     final pushHomeWidgets = _pushHomeWidgetsPending;
+    final pushAppPrefs = _pushAppPrefsPending;
+    final pushBank = _pushBankPending || _bank.pendingRemoteDeletes.isNotEmpty;
     _pushMetaPending = false;
     _pushFavouritesPending = false;
     _pushHomeWidgetsPending = false;
-    if (!pushMeta && !pushFavourites && !pushHomeWidgets) return;
+    _pushAppPrefsPending = false;
+    _pushBankPending = false;
+    if (!pushMeta &&
+        !pushFavourites &&
+        !pushHomeWidgets &&
+        !pushAppPrefs &&
+        !pushBank) {
+      return;
+    }
 
     _progressHold?.cancel();
     _syncing = true;
     _progressSuccess = false;
 
-    final label = switch ((pushMeta, pushFavourites, pushHomeWidgets)) {
+    final label = switch ((
-      (false, false, true) => 'Home widgets',
+      pushMeta,
-      (false, true, false) => 'Favourites',
+      pushFavourites,
-      (false, true, true) => 'Home layout',
+      pushHomeWidgets,
-      (true, false, false) => 'Annotations',
+      pushAppPrefs,
+      pushBank,
+    )) {
+      (false, false, false, false, true) => 'Bank txs',
+      (false, false, false, true, false) => 'App prefs',
+      (false, false, true, false, false) => 'Home widgets',
+      (false, false, true, true, _) => 'Home layout',
+      (false, true, false, false, false) => 'Favourites',
+      (false, true, true, _, _) => 'Home layout',
+      (true, false, false, false, false) => 'Annotations',
       _ => 'Changes',
     };
     _statusDetail = 'Pushing $label…';
@@ -436,7 +533,9 @@ class SyncController extends ChangeNotifier {
       var done = 0;
       final total = (pushMeta ? 1 : 0) +
           (pushFavourites ? 1 : 0) +
-          (pushHomeWidgets ? 1 : 0);
+          (pushHomeWidgets ? 1 : 0) +
+          (pushAppPrefs ? 1 : 0) +
+          (pushBank ? 1 : 0);
       void bump() {
         done++;
         _setProgress(done / total);
@@ -484,6 +583,43 @@ class SyncController extends ChangeNotifier {
         }
         bump();
       }
+      if (pushAppPrefs) {
+        _setStatus('Pushing app prefs…');
+        try {
+          await service.pushAppPrefs(
+            _prefs.cloudPrefs,
+            onStatus: _setStatus,
+          );
+          parts.add('App prefs updated');
+        } catch (error) {
+          debugPrint('SyncController: app_prefs push skipped ($error)');
+          // Re-queue so a missing collection doesn't drop the edit forever
+          // until the next manual full sync after migrate.
+          _pushAppPrefsPending = true;
+        }
+        bump();
+      }
+      if (pushBank) {
+        _setStatus('Updating bank txs…');
+        await _flushPendingTxDeletes(service);
+        try {
+          final tombs = List<BankTransaction>.of(_bank.pendingRemoteDeletes);
+          final summary = await service.pushTransactions(
+            _bank.transactions,
+            deleteTombs: tombs,
+            progressStart: done / total,
+            progressEnd: (done + 1) / total,
+            onProgress: _setProgress,
+            onStatus: _setStatus,
+          );
+          _bank.clearAllPendingRemoteDeletes();
+          parts.add(summary);
+        } catch (error) {
+          debugPrint('SyncController: bank tx push skipped ($error)');
+          _pushBankPending = true;
+        }
+        bump();
+      }
 
       _setProgress(1.0);
       _lastSyncedAt = DateTime.now();
@@ -517,9 +653,11 @@ class SyncController extends ChangeNotifier {
     _uiNotifyThrottle?.cancel();
     _auth.removeListener(_onAuthChanged);
     _bank.onAfterSuccessfulLoad = null;
+    _bank.onPendingRemoteDeletesChanged = null;
     _meta.onPersisted = null;
     _prefs.onFavouritesPersisted = null;
     _prefs.onHomeWidgetsPersisted = null;
+    _prefs.onAppPrefsPersisted = null;
     super.dispose();
   }
 }

lib/providers/tx_meta_provider.dart

@@ -722,6 +722,25 @@ class TxMetaController extends ChangeNotifier {
     _schedulePersist(invalidateLabels: false);
   }
 
+  /// Move per-tx annotations when an admin test transaction's id changes.
+  Future<void> rekeyTransaction(String fromId, String toId) async {
+    if (fromId == toId || fromId.isEmpty || toId.isEmpty) return;
+    final stored = _byId.remove(fromId);
+    if (stored != null) {
+      _byId[toId] = stored;
+    }
+    _labelIdsByTxCache = null;
+    _schedulePersist(invalidateLabels: true);
+  }
+
+  /// Drop per-tx annotations for a deleted admin test transaction.
+  Future<void> clearTransactionMeta(String txId) async {
+    if (txId.isEmpty) return;
+    if (_byId.remove(txId) == null) return;
+    _labelIdsByTxCache = null;
+    _schedulePersist(invalidateLabels: true);
+  }
+
   Future<void> setNotes(
     BankTransaction tx,
     String notes, {
@@ -800,6 +819,7 @@ class TxMetaController extends ChangeNotifier {
     List<BankTransaction> txs,
     String query, {
     Set<String> labelIds = const {},
+    LabelMatchMode labelMatch = LabelMatchMode.and,
   }) {
     final needle = query.trim().toLowerCase();
     final hasText = needle.isNotEmpty;
@@ -809,7 +829,15 @@ class TxMetaController extends ChangeNotifier {
     final labelIndex = _labelById;
     return [
       for (final tx in txs)
-        if (_matchesSearch(tx, needle, hasText, labelIds, hasLabels, labelIndex))
+        if (_matchesSearch(
+          tx,
+          needle,
+          hasText,
+          labelIds,
+          hasLabels,
+          labelMatch,
+          labelIndex,
+        ))
           tx,
     ];
   }
@@ -820,10 +848,11 @@ class TxMetaController extends ChangeNotifier {
     bool hasText,
     Set<String> labelIds,
     bool hasLabels,
+    LabelMatchMode labelMatch,
     Map<String, TxLabel> labelIndex,
   ) {
     final meta = metaFor(tx);
-    if (hasLabels && !_matchesLabelFilter(meta, labelIds)) {
+    if (hasLabels && !_matchesLabelFilter(meta, labelIds, labelMatch)) {
       return false;
     }
     if (!hasText) return true;
@@ -838,20 +867,33 @@ class TxMetaController extends ChangeNotifier {
     return false;
   }
 
-  /// AND filter: every selected label must be on the tx.
+  /// AND: every selected label must be on the tx.
+  /// OR: at least one selected label (or unlabeled, if that filter is set).
   ///
-  /// Uncategorized alone matches unlabeled txs. Uncategorized combined with
+  /// Uncategorized alone matches unlabeled txs. Uncategorized + others with
-  /// other labels matches nothing (a tx cannot be both).
+  /// AND matches nothing; with OR matches unlabeled or any of the labels.
-  bool _matchesLabelFilter(TxMeta meta, Set<String> labelIds) {
+  bool _matchesLabelFilter(
+    TxMeta meta,
+    Set<String> labelIds,
+    LabelMatchMode mode,
+  ) {
     final wantUncategorized = labelIds.contains(kUncategorizedFilterId);
     final required = <String>[
       for (final id in labelIds)
         if (id != kUncategorizedFilterId) id,
     ];
-    if (wantUncategorized) {
+    if (required.isEmpty) {
-      if (required.isNotEmpty) return false;
+      if (wantUncategorized) return !meta.hasLabel;
-      return !meta.hasLabel;
+      return true;
     }
+    if (mode == LabelMatchMode.or) {
+      if (wantUncategorized && !meta.hasLabel) return true;
+      for (final id in required) {
+        if (meta.labelIds.contains(id)) return true;
+      }
+      return false;
+    }
+    if (wantUncategorized) return false;
     for (final id in required) {
       if (!meta.labelIds.contains(id)) return false;
     }

lib/screens/account_screen.dart

@@ -1,6 +1,8 @@
 /// Signed-in account details, sync status, bank link, and sign-out.
 library;
 
+import 'dart:async';
+
 import 'package:flutter/material.dart';
 import 'package:provider/provider.dart';
 
@@ -10,11 +12,26 @@ import '../providers/sync_provider.dart';
 import '../providers/tx_meta_provider.dart';
 import '../utils/connect_bank.dart';
 import '../utils/constants.dart';
+import '../widgets/admin_create_transaction_dialog.dart';
 import '../widgets/responsive_body.dart';
 
-class AccountScreen extends StatelessWidget {
+class AccountScreen extends StatefulWidget {
   const AccountScreen({super.key});
 
+  @override
+  State<AccountScreen> createState() => _AccountScreenState();
+}
+
+class _AccountScreenState extends State<AccountScreen> {
+  @override
+  void initState() {
+    super.initState();
+    WidgetsBinding.instance.addPostFrameCallback((_) {
+      if (!mounted) return;
+      unawaited(context.read<AuthController>().refreshSession());
+    });
+  }
+
   @override
   Widget build(BuildContext context) {
     final auth = context.watch<AuthController>();
@@ -62,6 +79,24 @@ class AccountScreen extends StatelessWidget {
                   ),
                 ),
               ),
+            if (auth.isAdmin)
+              Padding(
+                padding: const EdgeInsets.only(top: 8),
+                child: Chip(
+                  avatar: Icon(
+                    Icons.shield_outlined,
+                    size: 16,
+                    color: colors.onSecondaryContainer,
+                  ),
+                  label: const Text('Admin'),
+                  visualDensity: VisualDensity.compact,
+                  backgroundColor: colors.secondaryContainer,
+                  labelStyle: theme.textTheme.labelMedium?.copyWith(
+                    color: colors.onSecondaryContainer,
+                    fontWeight: FontWeight.w600,
+                  ),
+                ),
+              ),
             const SizedBox(height: 24),
             Card(
               child: Column(
@@ -91,6 +126,59 @@ class AccountScreen extends StatelessWidget {
               ),
             ),
             const SizedBox(height: 16),
+            Card(
+              child: ListTile(
+                leading: Icon(
+                  Icons.add_card_outlined,
+                  color: auth.isAdmin ? null : colors.onSurfaceVariant,
+                ),
+                title: const Text('Create test transaction'),
+                subtitle: Text(
+                  auth.isAdmin
+                      ? 'Admin · saved locally and synced to PocketBase'
+                      : 'Admin only · enable is_admin on your usersapp user in PocketBase, then sign out and back in',
+                ),
+                trailing: auth.isAdmin
+                    ? const Icon(Icons.chevron_right)
+                    : Icon(
+                        Icons.lock_outline,
+                        color: colors.onSurfaceVariant,
+                      ),
+                onTap: () async {
+                  if (!auth.isAdmin) {
+                    await auth.refreshSession();
+                    if (!context.mounted) return;
+                    if (!context.read<AuthController>().isAdmin) {
+                      ScaffoldMessenger.of(context).showSnackBar(
+                        const SnackBar(
+                          content: Text(
+                            'Not an admin yet. In PocketBase Admin → '
+                            'usersapp → your user → set is_admin = true, '
+                            'then sign out and sign in again.',
+                          ),
+                        ),
+                      );
+                      return;
+                    }
+                  }
+                  final tx = await showAdminCreateTransactionDialog(context);
+                  if (tx == null || !context.mounted) return;
+                  ScaffoldMessenger.of(context).showSnackBar(
+                    SnackBar(
+                      content: Text(
+                        'Created “${tx.description}” · '
+                        '${tx.amount.toStringAsFixed(2)} ${tx.currency}',
+                      ),
+                    ),
+                  );
+                  final sync = context.read<SyncController>();
+                  if (sync.canSync && !sync.isSyncing) {
+                    unawaited(sync.syncNow());
+                  }
+                },
+              ),
+            ),
+            const SizedBox(height: 16),
             Card(
               child: ListTile(
                 leading: Icon(

lib/screens/home_screen.dart

@@ -566,15 +566,21 @@ List<Widget> _packedHomeWidgetRows(List<HomeFilterWidget> widgets) {
       rows.add(
         Padding(
           padding: const EdgeInsets.only(bottom: 10),
+          child: IntrinsicHeight(
             child: Row(
-            crossAxisAlignment: CrossAxisAlignment.start,
+              crossAxisAlignment: CrossAxisAlignment.stretch,
               children: [
-              Expanded(child: HomeFilterWidgetCard(widgetConfig: a)),
+                Expanded(
+                  child: HomeFilterWidgetCard(widgetConfig: a),
+                ),
                 const SizedBox(width: 10),
-              Expanded(child: HomeFilterWidgetCard(widgetConfig: b)),
+                Expanded(
+                  child: HomeFilterWidgetCard(widgetConfig: b),
+                ),
               ],
             ),
           ),
+        ),
       );
       i += 2;
       continue;

lib/screens/look_ahead_screen.dart

@@ -9,7 +9,7 @@ import '../models/transaction_meta.dart';
 import '../providers/bank_provider.dart';
 import '../providers/preferences_provider.dart';
 import '../providers/tx_meta_provider.dart';
-import '../screens/transaction_detail_screen.dart';
+import '../screens/transactions_screen.dart';
 import '../utils/app_theme.dart';
 import '../utils/helpers.dart';
 import '../utils/look_ahead.dart';
@@ -337,17 +337,6 @@ class _LookAheadScreenState extends State<LookAheadScreen> {
                 ),
               ],
             ),
-            const SizedBox(height: 4),
-            Text(
-              items.isEmpty
-                  ? 'Create a spending from a transaction, or tap New.'
-                  : '${items.length} spending${items.length == 1 ? '' : 's'} · '
-                      'projected income ${formatMoney(income, currency)} · '
-                      'expenses ${formatMoney(expenses, currency)}.',
-              style: theme.textTheme.bodySmall?.copyWith(
-                color: colors.onSurfaceVariant,
-              ),
-            ),
             const SizedBox(height: 10),
             Row(
               children: [
@@ -622,6 +611,46 @@ class _TemplateTile extends StatelessWidget {
     return null;
   }
 
+  void _openTransactions(BuildContext context) {
+    final labelIds = item.labelIds.toSet();
+    SimilarMatchCriteria? similar;
+    TxFlowFilter? flow;
+    String? query;
+
+    if (labelIds.isEmpty) {
+      final tx = _sourceTx;
+      if (tx != null) {
+        // Same matching as Look ahead / apply-to-similar for this source tx.
+        similar = SimilarMatchCriteria(
+          pattern: defaultSimilarPattern(tx.description),
+          flow: tx.amount < 0
+              ? TxFlowFilter.expense
+              : tx.amount > 0
+                  ? TxFlowFilter.income
+                  : TxFlowFilter.all,
+        );
+        flow = similar.flow;
+      } else if (template != null && template!.merchantKey.isNotEmpty) {
+        query = template!.merchantKey;
+      } else {
+        query = item.description;
+      }
+    }
+
+    Navigator.of(context).push(
+      MaterialPageRoute<void>(
+        builder: (_) => TransactionsScreen(
+          initialLabelIds: labelIds,
+          initialLabelMatch: LabelMatchMode.or,
+          initialQuery: query,
+          initialFlow: flow,
+          initialSimilarMatch: similar,
+          initialSearchInMonthOnly: false,
+        ),
+      ),
+    );
+  }
+
   @override
   Widget build(BuildContext context) {
     final theme = Theme.of(context);
@@ -658,15 +687,7 @@ class _TemplateTile extends StatelessWidget {
           color: income ? AppTheme.accent : AppTheme.expense,
         ),
       ),
-      onTap: () {
+      onTap: () => _openTransactions(context),
-        final tx = _sourceTx;
-        if (tx == null) return;
-        Navigator.of(context).push(
-          MaterialPageRoute<void>(
-            builder: (_) => TransactionDetailScreen(tx: tx),
-          ),
-        );
-      },
     );
   }
 }

lib/screens/overview_screen.dart

@@ -332,7 +332,7 @@ class _OverviewScreenState extends State<OverviewScreen> {
 
     return ListView(
       physics: const AlwaysScrollableScrollPhysics(),
-      padding: const EdgeInsets.fromLTRB(0, 8, 0, 32),
+      padding: const EdgeInsets.fromLTRB(0, 4, 0, 24),
       children: [
         if (bank.error != null) ...[
           Text(
@@ -341,7 +341,7 @@ class _OverviewScreenState extends State<OverviewScreen> {
               color: theme.colorScheme.error,
             ),
           ),
-          const SizedBox(height: 12),
+          const SizedBox(height: 8),
         ],
         Row(
           children: [
@@ -355,23 +355,33 @@ class _OverviewScreenState extends State<OverviewScreen> {
             ),
             TextButton(
               onPressed: _openFavouritesManager,
+              style: TextButton.styleFrom(
+                visualDensity: VisualDensity.compact,
+                tapTargetSize: MaterialTapTargetSize.shrinkWrap,
+                padding: const EdgeInsets.symmetric(horizontal: 8),
+              ),
               child: const Text('Manage'),
             ),
             TextButton.icon(
               onPressed: () => setState(() => _showFavouritesView = false),
-              icon: const Icon(Icons.insights_outlined, size: 18),
+              style: TextButton.styleFrom(
+                visualDensity: VisualDensity.compact,
+                tapTargetSize: MaterialTapTargetSize.shrinkWrap,
+                padding: const EdgeInsets.symmetric(horizontal: 8),
+              ),
+              icon: const Icon(Icons.open_in_new, size: 16),
               label: const Text('Full overview'),
             ),
           ],
         ),
-        const SizedBox(height: 4),
+        if (displayed.isEmpty) ...[
+          const SizedBox(height: 8),
           Text(
             'All favourites with Display checked appear here. '
             'Use Full overview to set a filter, then ★ → Save current filter.',
             style: theme.textTheme.labelMedium,
           ),
-        if (displayed.isEmpty) ...[
+          const SizedBox(height: 16),
-          const SizedBox(height: 24),
           Text(
             'No displayed favourites yet. Tap Manage to enable Display, '
             'or save a new filter from Full overview.',
@@ -380,9 +390,9 @@ class _OverviewScreenState extends State<OverviewScreen> {
             ),
           ),
         ] else ...[
-          const SizedBox(height: 12),
+          const SizedBox(height: 8),
           for (var i = 0; i < displayed.length; i++) ...[
-            if (i > 0) const SizedBox(height: 14),
+            if (i > 0) const SizedBox(height: 10),
             _favouriteChartCard(
               context: context,
               favourite: displayed[i],
@@ -618,11 +628,11 @@ class _OverviewScreenState extends State<OverviewScreen> {
               currency,
             ),
             label: switch (_labelFlow) {
-              TxFlowFilter.income => 'Labeled income · $_periodTitle',
+              TxFlowFilter.income => 'Income · $_periodTitle',
-              TxFlowFilter.expense => 'Labeled spend · $_periodTitle',
+              TxFlowFilter.expense => 'Spend · $_periodTitle',
               TxFlowFilter.all => _labelInvertChart
-                  ? 'Labeled net (expense view) · $_periodTitle'
+                  ? 'Net (expense view) · $_periodTitle'
-                  : 'Labeled net · $_periodTitle',
+                  : 'Net · $_periodTitle',
             },
           ),
         ],
@@ -743,6 +753,7 @@ class _OverviewScreenState extends State<OverviewScreen> {
         builder: (_) => TransactionsScreen(
           initialMonth: initial,
           initialLabelIds: labelIds,
+          initialLabelMatch: LabelMatchMode.or,
           initialSearchInMonthOnly: !yearly && labelIds.isNotEmpty,
           initialYear: yearly ? period.year : null,
         ),
@@ -1176,10 +1187,13 @@ class _ChartCard extends StatelessWidget {
   final VoidCallback? onEdit;
 
   static const _compactSegmentStyle = ButtonStyle(
-    visualDensity: VisualDensity(horizontal: -4, vertical: -3),
+    visualDensity: VisualDensity(horizontal: -4, vertical: -4),
     tapTargetSize: MaterialTapTargetSize.shrinkWrap,
-    padding: WidgetStatePropertyAll(EdgeInsets.symmetric(horizontal: 8)),
+    padding: WidgetStatePropertyAll(EdgeInsets.symmetric(horizontal: 6)),
-    minimumSize: WidgetStatePropertyAll(Size(0, 32)),
+    minimumSize: WidgetStatePropertyAll(Size(0, 28)),
+    textStyle: WidgetStatePropertyAll(
+      TextStyle(fontSize: 12, fontWeight: FontWeight.w600),
+    ),
   );
 
   Widget _filterButton(ColorScheme colors) {
@@ -1216,44 +1230,152 @@ class _ChartCard extends StatelessWidget {
     );
   }
 
-  Widget _editButton(ColorScheme colors) {
+  Widget _editButton(ColorScheme colors, {required bool compact}) {
     return IconButton(
       tooltip: 'Edit favourite',
       onPressed: onEdit,
       visualDensity: const VisualDensity(horizontal: -4, vertical: -4),
-      constraints: const BoxConstraints(minWidth: 36, minHeight: 36),
+      constraints: BoxConstraints(
+        minWidth: compact ? 28 : 36,
+        minHeight: compact ? 28 : 36,
+      ),
       padding: EdgeInsets.zero,
       style: IconButton.styleFrom(
-        backgroundColor: colors.surfaceContainerHigh,
+        backgroundColor:
+            compact ? null : colors.surfaceContainerHigh,
         foregroundColor: colors.onSurfaceVariant,
         shape: RoundedRectangleBorder(
           borderRadius: BorderRadius.circular(10),
         ),
       ),
-      icon: const Icon(Icons.edit_outlined, size: 18),
+      icon: Icon(Icons.edit_outlined, size: compact ? 16 : 18),
     );
   }
 
+  Widget _legendRow(ColorScheme colors, {required bool compact}) {
+    if (metric == OverviewMetricMode.flow) {
+      return Row(
+        mainAxisSize: MainAxisSize.min,
+        children: [
+          _LegendDot(
+            color: _kIncomeColor,
+            label: 'Income',
+            compact: compact,
+          ),
+          SizedBox(width: compact ? 10 : 14),
+          _LegendDot(
+            color: _kExpenseColor,
+            label: 'Expense',
+            compact: compact,
+          ),
+        ],
+      );
+    }
+    if (labelSpend.isEmpty) return const SizedBox.shrink();
+    return Wrap(
+      spacing: compact ? 8 : 12,
+      runSpacing: 2,
+      alignment: WrapAlignment.end,
+      children: [
+        for (final row in labelSpend.take(compact ? 3 : 5))
+          GestureDetector(
+            onTap: () => onLabelTap(row.label),
+            child: _LegendDot(
+              color: row.label.color,
+              label: row.label.name,
+              compact: compact,
+            ),
+          ),
+        if (labelSpend.length > (compact ? 3 : 5))
+          _LegendDot(
+            color: colors.outline,
+            label: 'Other',
+            compact: compact,
+          ),
+      ],
+    );
+  }
+
+  Widget _periodControls(ThemeData theme, {required bool compact}) {
+    final titleStyle = (compact
+            ? theme.textTheme.labelMedium
+            : theme.textTheme.titleMedium)
+        ?.copyWith(
+      fontWeight: FontWeight.w600,
+      color: compact ? theme.colorScheme.onSurfaceVariant : null,
+    );
+
+    if (period == OverviewPeriodMode.monthly) {
+      return Row(
+        children: [
+          IconButton(
+            tooltip: 'Previous year',
+            onPressed: canGoBack ? onBack : null,
+            visualDensity: const VisualDensity(horizontal: -4, vertical: -4),
+            constraints: BoxConstraints(
+              minWidth: compact ? 28 : 32,
+              minHeight: compact ? 28 : 32,
+            ),
+            padding: EdgeInsets.zero,
+            icon: Icon(Icons.chevron_left, size: compact ? 20 : 22),
+          ),
+          Flexible(
+            child: Text(
+              periodTitle,
+              textAlign: TextAlign.left,
+              maxLines: 1,
+              overflow: TextOverflow.ellipsis,
+              style: titleStyle,
+            ),
+          ),
+          IconButton(
+            tooltip: 'Next year',
+            onPressed: canGoForward ? onForward : null,
+            visualDensity: const VisualDensity(horizontal: -4, vertical: -4),
+            constraints: BoxConstraints(
+              minWidth: compact ? 28 : 32,
+              minHeight: compact ? 28 : 32,
+            ),
+            padding: EdgeInsets.zero,
+            icon: Icon(Icons.chevron_right, size: compact ? 20 : 22),
+          ),
+        ],
+      );
+    }
+
+    return Text(periodTitle, style: titleStyle);
+  }
+
   @override
   Widget build(BuildContext context) {
     final theme = Theme.of(context);
     final colors = theme.colorScheme;
     final showFilter =
         metric == OverviewMetricMode.labels && onPickLabels != null;
-    final showFavouriteChrome =
+    final compact = onPeriodModeChanged != null || onEdit != null;
-        onPeriodModeChanged != null || onEdit != null;
+    final chartHeight = compact ? 176.0 : 220.0;
+
+    final legend = _legendRow(colors, compact: compact);
+    final hasLegend = metric == OverviewMetricMode.flow ||
+        labelSpend.isNotEmpty;
 
     return Card(
       color: colors.surfaceContainer,
       elevation: 0,
+      margin: EdgeInsets.zero,
       shape: RoundedRectangleBorder(
-        borderRadius: BorderRadius.circular(20),
+        borderRadius: BorderRadius.circular(compact ? 16 : 20),
       ),
       child: Padding(
-        padding: const EdgeInsets.fromLTRB(14, 12, 14, 16),
+        padding: EdgeInsets.fromLTRB(
+          compact ? 12 : 14,
+          compact ? 10 : 12,
+          compact ? 10 : 14,
+          compact ? 12 : 16,
+        ),
         child: Column(
           children: [
-            if (showFavouriteChrome) ...[
+            if (compact) ...[
               Row(
                 children: [
                   if (onPeriodModeChanged != null)
@@ -1274,31 +1396,47 @@ class _ChartCard extends StatelessWidget {
                       onSelectionChanged: (selection) {
                         onPeriodModeChanged!(selection.first);
                       },
-                    )
+                    ),
-                  else
-                    const SizedBox.shrink(),
                   if (heading != null) ...[
-                    const SizedBox(width: 10),
+                    const SizedBox(width: 8),
                     Expanded(
                       child: Text(
                         heading!,
                         maxLines: 1,
                         overflow: TextOverflow.ellipsis,
-                        style: theme.textTheme.titleMedium?.copyWith(
+                        style: theme.textTheme.titleSmall?.copyWith(
                           fontWeight: FontWeight.w700,
                         ),
                       ),
                     ),
                   ] else
                     const Spacer(),
+                  if (showFilter) ...[
+                    const SizedBox(width: 4),
+                    _filterButton(colors),
+                  ],
                   if (onEdit != null) ...[
-                    const SizedBox(width: 6),
+                    const SizedBox(width: 2),
-                    _editButton(colors),
+                    _editButton(colors, compact: true),
                   ],
                 ],
               ),
-              const SizedBox(height: 8),
+              const SizedBox(height: 4),
-            ] else if (heading != null) ...[
+              Row(
+                crossAxisAlignment: CrossAxisAlignment.center,
+                children: [
+                  Expanded(
+                    child: _periodControls(theme, compact: true),
+                  ),
+                  if (hasLegend) ...[
+                    const SizedBox(width: 8),
+                    Flexible(child: legend),
+                  ],
+                ],
+              ),
+              const SizedBox(height: 6),
+            ] else ...[
+              if (heading != null) ...[
                 Align(
                   alignment: Alignment.centerLeft,
                   child: Text(
@@ -1375,44 +1513,16 @@ class _ChartCard extends StatelessWidget {
                       const SizedBox(width: 0),
                   ],
                 ),
-            if (metric == OverviewMetricMode.flow) ...[
+              if (hasLegend) ...[
-              const Row(
-                mainAxisAlignment: MainAxisAlignment.end,
-                children: [
-                  _LegendDot(color: _kIncomeColor, label: 'Income'),
-                  SizedBox(width: 14),
-                  _LegendDot(color: _kExpenseColor, label: 'Expense'),
-                ],
-              ),
-              const SizedBox(height: 8),
-            ] else if (labelSpend.isNotEmpty) ...[
                 Align(
                   alignment: Alignment.centerRight,
-                child: Wrap(
+                  child: legend,
-                  spacing: 12,
-                  runSpacing: 4,
-                  alignment: WrapAlignment.end,
-                  children: [
-                    for (final row in labelSpend.take(5))
-                      GestureDetector(
-                        onTap: () => onLabelTap(row.label),
-                        child: _LegendDot(
-                          color: row.label.color,
-                          label: row.label.name,
-                        ),
-                      ),
-                    if (labelSpend.length > 5)
-                      _LegendDot(
-                        color: colors.outline,
-                        label: 'Other',
-                      ),
-                  ],
-                ),
                 ),
                 const SizedBox(height: 8),
               ],
+            ],
             SizedBox(
-              height: 220,
+              height: chartHeight,
               child: metric == OverviewMetricMode.flow
                   ? _FlowBars(
                       months: months,
@@ -1908,23 +2018,34 @@ class _LabelMonthBars extends StatelessWidget {
 }
 
 class _LegendDot extends StatelessWidget {
-  const _LegendDot({required this.color, required this.label});
+  const _LegendDot({
+    required this.color,
+    required this.label,
+    this.compact = false,
+  });
 
   final Color color;
   final String label;
+  final bool compact;
 
   @override
   Widget build(BuildContext context) {
+    final theme = Theme.of(context);
     return Row(
       mainAxisSize: MainAxisSize.min,
       children: [
         Container(
-          width: 8,
+          width: compact ? 6 : 8,
-          height: 8,
+          height: compact ? 6 : 8,
           decoration: BoxDecoration(color: color, shape: BoxShape.circle),
         ),
-        const SizedBox(width: 6),
+        SizedBox(width: compact ? 4 : 6),
-        Text(label, style: Theme.of(context).textTheme.labelMedium),
+        Text(
+          label,
+          style: compact
+              ? theme.textTheme.labelSmall
+              : theme.textTheme.labelMedium,
+        ),
       ],
     );
   }

lib/screens/splash_screen.dart

@@ -82,17 +82,13 @@ class _SplashScreenState extends State<SplashScreen>
                 child: Column(
                   mainAxisSize: MainAxisSize.min,
                   children: [
-                    Container(
+                    ClipRRect(
-                      width: 88,
-                      height: 88,
-                      decoration: BoxDecoration(
-                        color: colors.onPrimary.withValues(alpha: 0.16),
                       borderRadius: BorderRadius.circular(24),
-                      ),
+                      child: Image.asset(
-                      child: Icon(
+                        'assets/branding/app_icon.png',
-                        Icons.account_balance_rounded,
+                        width: 112,
-                        size: 44,
+                        height: 112,
-                        color: colors.onPrimary,
+                        filterQuality: FilterQuality.high,
                       ),
                     ),
                     const SizedBox(height: 24),

lib/screens/transaction_detail_screen.dart

@@ -6,10 +6,12 @@ import 'package:provider/provider.dart';
 
 import '../models/bank.dart';
 import '../models/transaction_meta.dart';
+import '../providers/auth_provider.dart';
 import '../providers/bank_provider.dart';
 import '../providers/tx_meta_provider.dart';
 import '../utils/app_theme.dart';
 import '../utils/helpers.dart';
+import '../widgets/admin_create_transaction_dialog.dart';
 import '../widgets/label_parent_picker.dart';
 import '../widgets/recurring_template_sheet.dart';
 import '../widgets/responsive_body.dart';
@@ -26,6 +28,7 @@ class TransactionDetailScreen extends StatefulWidget {
 }
 
 class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
+  late BankTransaction _tx;
   late final TextEditingController _notesController;
   late final TextEditingController _labelSearchController;
   late SimilarMatchCriteria _matchCriteria;
@@ -41,11 +44,12 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
   @override
   void initState() {
     super.initState();
+    _tx = widget.tx;
     final meta = context.read<TxMetaController>();
-    final notes = meta.metaFor(widget.tx).notes;
+    final notes = meta.metaFor(_tx).notes;
     _notesController = TextEditingController(text: notes);
     _labelSearchController = TextEditingController();
-    final tx = widget.tx;
+    final tx = _tx;
     _matchCriteria = SimilarMatchCriteria(
       pattern: defaultSimilarPattern(tx.description),
       flow: tx.amount < 0
@@ -63,7 +67,7 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
     if (!mounted) return;
     final all = context.read<BankController>().transactions;
     final count = context.read<TxMetaController>().countSimilar(
-          widget.tx,
+          _tx,
           all,
           criteria: _matchCriteria,
         );
@@ -88,14 +92,14 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
   List<BankTransaction> _similarScope(TxMetaController meta) {
     final all = context.read<BankController>().transactions;
     if (!_applyToSimilar) return const [];
-    return meta.similarTo(widget.tx, all, criteria: _matchCriteria);
+    return meta.similarTo(_tx, all, criteria: _matchCriteria);
   }
 
   Future<void> _editMatchCriteria() async {
     final all = context.read<BankController>().transactions;
     final result = await showSimilarMatchDialog(
       context,
-      prototype: widget.tx,
+      prototype: _tx,
       all: all,
       initial: _matchCriteria,
     );
@@ -138,7 +142,7 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
         final similar = _similarScope(meta);
         final count = similar.isEmpty ? 1 : similar.length;
         await meta.setNotes(
-          widget.tx,
+          _tx,
           _notesController.text,
           applyToSimilar: similar,
           matchPattern: _pattern,
@@ -180,7 +184,7 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
       () async {
         final meta = context.read<TxMetaController>();
         final similar = toMatched ? _similarScope(meta) : const <BankTransaction>[];
-        final targets = similar.isEmpty ? [widget.tx] : similar;
+        final targets = similar.isEmpty ? [_tx] : similar;
         await meta.setLabelsForMany(
           targets,
           _draftLabelIds.toList(growable: false),
@@ -188,7 +192,7 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
         if (!mounted) return;
         setState(() {
           _labelsDirty = false;
-          _draftLabelIds = meta.metaFor(widget.tx).labelIds.toSet();
+          _draftLabelIds = meta.metaFor(_tx).labelIds.toSet();
         });
         final count = targets.length;
         ScaffoldMessenger.of(context).showSnackBar(
@@ -291,9 +295,79 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
     await context.read<TxMetaController>().removeLabel(label.id);
   }
 
+  Future<void> _editManualTransaction() async {
+    final updated = await showAdminCreateTransactionDialog(
+      context,
+      existing: _tx,
+    );
+    if (updated == null || !mounted) return;
+    final meta = context.read<TxMetaController>();
+    if (updated.id != _tx.id) {
+      await meta.rekeyTransaction(_tx.id, updated.id);
+    }
+    setState(() {
+      _tx = updated;
+      _matchCriteria = SimilarMatchCriteria(
+        pattern: defaultSimilarPattern(updated.description),
+        flow: updated.amount < 0
+            ? TxFlowFilter.expense
+            : updated.amount > 0
+                ? TxFlowFilter.income
+                : TxFlowFilter.all,
+      );
+      _draftLabelIds = meta.metaFor(updated).labelIds.toSet();
+      _labelsDirty = false;
+      _similarReady = false;
+      _similarCount = 0;
+    });
+    _refreshSimilarCount();
+    if (!mounted) return;
+    ScaffoldMessenger.of(context).showSnackBar(
+      const SnackBar(content: Text('Test transaction updated')),
+    );
+  }
+
+  Future<void> _deleteManualTransaction() async {
+    final ok = await showDialog<bool>(
+      context: context,
+      builder: (context) {
+        return AlertDialog(
+          title: const Text('Delete test transaction?'),
+          content: const Text(
+            'This removes the transaction from this device. The remote copy is '
+            'deleted on the next PocketBase sync.',
+          ),
+          actions: [
+            TextButton(
+              onPressed: () => Navigator.pop(context, false),
+              child: const Text('Cancel'),
+            ),
+            FilledButton(
+              onPressed: () => Navigator.pop(context, true),
+              child: const Text('Delete'),
+            ),
+          ],
+        );
+      },
+    );
+    if (ok != true || !mounted) return;
+    final id = _tx.id;
+    final bank = context.read<BankController>();
+    final meta = context.read<TxMetaController>();
+    final messenger = ScaffoldMessenger.of(context);
+    final navigator = Navigator.of(context);
+    await bank.deleteManualTransaction(_tx);
+    await meta.clearTransactionMeta(id);
+    if (!mounted) return;
+    navigator.pop();
+    messenger.showSnackBar(
+      const SnackBar(content: Text('Test transaction deleted')),
+    );
+  }
+
   @override
   Widget build(BuildContext context) {
-    final tx = widget.tx;
+    final tx = _tx;
     final metaController = context.watch<TxMetaController>();
     final meta = metaController.metaFor(tx);
     final similarCount = _similarCount;
@@ -317,11 +391,37 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
                 if (keep.contains(entry.label.id)) entry,
             ];
           }();
+    final canEditManual =
+        context.watch<AuthController>().isAdmin && tx.isManual;
 
     return Scaffold(
       appBar: AppBar(
         title: const Text('Transaction'),
         actions: [
+          if (canEditManual)
+            PopupMenuButton<String>(
+              enabled: !_busy,
+              onSelected: (value) {
+                if (value == 'edit') {
+                  _editManualTransaction();
+                } else if (value == 'delete') {
+                  _deleteManualTransaction();
+                }
+              },
+              itemBuilder: (context) => [
+                const PopupMenuItem(
+                  value: 'edit',
+                  child: Text('Edit test transaction'),
+                ),
+                PopupMenuItem(
+                  value: 'delete',
+                  child: Text(
+                    'Delete',
+                    style: TextStyle(color: Theme.of(context).colorScheme.error),
+                  ),
+                ),
+              ],
+            ),
           if (_dirty)
             TextButton(
               onPressed: _busy ? null : _saveNotes,

lib/screens/transactions_screen.dart

@@ -9,7 +9,6 @@ import 'package:provider/provider.dart';
 import '../models/bank.dart';
 import '../models/transaction_meta.dart';
 import '../providers/bank_provider.dart';
-import '../providers/preferences_provider.dart';
 import '../providers/tx_meta_provider.dart';
 import '../utils/app_theme.dart';
 import '../utils/connect_bank.dart';
@@ -17,7 +16,6 @@ import '../utils/helpers.dart';
 import '../utils/navigation.dart';
 import '../utils/tx_calendar.dart';
 import '../widgets/empty_state.dart';
-import '../widgets/home_widgets_sheet.dart';
 import '../widgets/label_filter_dialog.dart';
 import '../widgets/loading_view.dart';
 import '../widgets/responsive_body.dart';
@@ -30,11 +28,13 @@ class TransactionsScreen extends StatefulWidget {
     super.key,
     this.initialMonth,
     this.initialLabelIds = const {},
+    this.initialLabelMatch = LabelMatchMode.and,
     this.initialSearchInMonthOnly,
     this.initialYear,
     this.initialQuery,
     this.initialFlow,
     this.initialAmountRange,
+    this.initialSimilarMatch,
   });
 
   /// When set, opens on this calendar month instead of the current month.
@@ -43,6 +43,9 @@ class TransactionsScreen extends StatefulWidget {
   /// Pre-select these label filters (e.g. from overview history).
   final Set<String> initialLabelIds;
 
+  /// AND vs OR for [initialLabelIds] (and later filter edits).
+  final LabelMatchMode initialLabelMatch;
+
   /// When set, overrides the default "search in month" checkbox.
   final bool? initialSearchInMonthOnly;
 
@@ -55,6 +58,9 @@ class TransactionsScreen extends StatefulWidget {
   final TxFlowFilter? initialFlow;
   final TxAmountRange? initialAmountRange;
 
+  /// Match txs the same way as “apply to similar” / Look ahead transaction source.
+  final SimilarMatchCriteria? initialSimilarMatch;
+
   @override
   State<TransactionsScreen> createState() => _TransactionsScreenState();
 }
@@ -68,6 +74,8 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
   DateTime? _selectedDay;
   late bool _searchInMonthOnly;
   late final Set<String> _labelFilters;
+  late LabelMatchMode _labelMatch;
+  SimilarMatchCriteria? _similarMatch;
   int? _yearFilter;
   var _showCalendar = false;
   var _flowFilter = TxFlowFilter.all;
@@ -89,6 +97,8 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
       _month = start.isAfter(now) ? now : start;
     }
     _labelFilters = Set<String>.of(widget.initialLabelIds);
+    _labelMatch = widget.initialLabelMatch;
+    _similarMatch = widget.initialSimilarMatch;
     // Default to current month so the list, navigator, and filter popup agree.
     _searchInMonthOnly = widget.initialSearchInMonthOnly ?? true;
     _yearFilter = widget.initialYear;
@@ -98,6 +108,11 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
     if (initialQuery.isNotEmpty) {
       _searchController.text = initialQuery;
       _activeQuery = initialQuery;
+    } else if (_similarMatch != null &&
+        _similarMatch!.pattern.trim().isNotEmpty) {
+      // Show the similar pattern in the search field for context; filtering
+      // uses [txMatchesSimilarCriteria], not plain text contains.
+      _searchController.text = _similarMatch!.pattern;
     }
   }
 
@@ -109,16 +124,23 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
   }
 
   bool get _isSearching =>
-      _activeQuery.trim().isNotEmpty || _labelFilters.isNotEmpty;
+      _activeQuery.trim().isNotEmpty ||
+      _labelFilters.isNotEmpty ||
+      _similarMatch != null;
 
   bool get _hasListFilters =>
       _labelFilters.isNotEmpty ||
       _flowFilter != TxFlowFilter.all ||
-      _amountRange.isActive;
+      _amountRange.isActive ||
+      _similarMatch != null;
 
   bool _matchesExtraFilters(BankTransaction tx, TxMetaController meta) {
     if (!txMatchesFlow(tx, _flowFilter)) return false;
     if (!txMatchesAmountRange(tx, _amountRange)) return false;
+    final similar = _similarMatch;
+    if (similar != null && !txMatchesSimilarCriteria(tx, similar)) {
+      return false;
+    }
     return true;
   }
 
@@ -147,6 +169,11 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
     final trimmed = value.trim();
     _searchDebounceTimer?.cancel();
 
+    // Editing the box leaves “similar match” mode and uses plain text search.
+    if (_similarMatch != null) {
+      setState(() => _similarMatch = null);
+    }
+
     if (trimmed.length >= _minLiveSearchChars) {
       // TextField updates via the controller; only rebuild the list after debounce.
       _searchDebounceTimer = Timer(_searchDebounce, () {
@@ -165,13 +192,19 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
 
   void _onSearchSubmitted(String value) {
     _searchDebounceTimer?.cancel();
-    setState(() => _activeQuery = value.trim());
+    setState(() {
+      _similarMatch = null;
+      _activeQuery = value.trim();
+    });
   }
 
   void _clearSearch() {
     _searchDebounceTimer?.cancel();
     _searchController.clear();
-    setState(() => _activeQuery = '');
+    setState(() {
+      _activeQuery = '';
+      _similarMatch = null;
+    });
   }
 
   Future<void> _pickFilters(List<TxLabel> available) async {
@@ -183,6 +216,7 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
       currentMonth: _month,
       initial: TransactionFilterSelection(
         labelIds: Set<String>.of(_labelFilters),
+        labelMatch: _labelMatch,
         flow: _flowFilter,
         amountRange: _amountRange,
         query: _activeQuery,
@@ -195,6 +229,7 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
       _labelFilters
         ..clear()
         ..addAll(result.labelIds);
+      _labelMatch = result.labelMatch;
       _flowFilter = result.flow;
       _amountRange = result.amountRange;
       _searchInMonthOnly = result.monthOnly;
@@ -240,27 +275,6 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
     );
   }
 
-  Future<void> _saveAsHomeWidget() async {
-    final preferences = context.read<PreferencesController>();
-    final created = await composeHomeFilterWidget(
-      context,
-      initialFilter: TransactionFilterSelection(
-        labelIds: Set<String>.of(_labelFilters),
-        flow: _flowFilter,
-        amountRange: _amountRange,
-        query: _activeQuery,
-        monthOnly: _searchInMonthOnly,
-      ),
-      skipFilterDialog: true,
-    );
-    if (created == null) return;
-    await preferences.addHomeFilterWidget(created);
-    if (!mounted) return;
-    ScaffoldMessenger.of(context).showSnackBar(
-      SnackBar(content: Text('Added “${created.name}” to Home')),
-    );
-  }
-
   @override
   Widget build(BuildContext context) {
     final bank = context.watch<BankController>();
@@ -269,11 +283,6 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
       appBar: AppBar(
         title: const Text('Transactions'),
         actions: [
-          IconButton(
-            tooltip: 'Save as Home widget',
-            onPressed: _saveAsHomeWidget,
-            icon: const Icon(Icons.dashboard_customize_outlined),
-          ),
           ...bankAppBarActions(
             context: context,
             onRefresh: bank.refresh,
@@ -386,6 +395,7 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
         searchPool,
         _activeQuery,
         labelIds: _labelFilters,
+        labelMatch: _labelMatch,
       ))
         if (_matchesExtraFilters(tx, metaController)) tx,
     ];

lib/services/pb_sync_service.dart

@@ -7,7 +7,9 @@ import 'package:flutter/foundation.dart';
 import 'package:flutter/material.dart';
 import 'package:pocketbase/pocketbase.dart';
 
+import '../models/app_cloud_prefs.dart';
 import '../models/bank.dart';
+import '../models/home_built_in_sections.dart';
 import '../models/home_filter_widget.dart';
 import '../models/overview_favourite.dart';
 import '../models/transaction_meta.dart';
@@ -532,6 +534,7 @@ class PbSyncService {
           },
           'budgetAverageMonths': r.getIntValue('budget_average_months', 3),
           'labelIds': _jsonStringList(r.get<dynamic>('label_ids')),
+          'labelMatch': r.getStringValue('label_match'),
           'flow': r.getStringValue('flow'),
           'amountRange': rangeRaw is Map
               ? Map<String, dynamic>.from(rangeRaw)
@@ -558,10 +561,51 @@ class PbSyncService {
     await _syncHomeFilterWidgets(userId, filter, widgets);
   }
 
-  /// Upserts local bank txs to PocketBase. Does **not** delete remote rows
+  /// Pull per-user app prefs (Home sections + Look ahead). Soft-fail if missing.
-  /// (partial local caches must not wipe another device).
+  Future<AppCloudPrefs?> pullAppPrefs({
+    void Function(String message)? onStatus,
+  }) async {
+    final userId = _userId;
+    final filter = 'user="$userId"';
+    onStatus?.call('Pulling app prefs…');
+    final records = await _fullList('app_prefs', filter);
+    if (records.isEmpty) {
+      debugPrint('PbSyncService pull: app_prefs=0');
+      return null;
+    }
+    final r = records.first;
+    final prefs = AppCloudPrefs(
+      homeBuiltInSections: HomeBuiltInSections(
+        showTransactions: r.getBoolValue('home_show_transactions', true),
+        showCategorized: r.getBoolValue('home_show_categorized', true),
+        showRecent: r.getBoolValue('home_show_recent', true),
+      ),
+      lookAheadMaxYears:
+          r.getIntValue('look_ahead_max_years', 5).clamp(1, 30),
+    );
+    debugPrint('PbSyncService pull: app_prefs=1');
+    return prefs;
+  }
+
+  /// Upsert the single app_prefs row for this user.
+  Future<void> pushAppPrefs(
+    AppCloudPrefs prefs, {
+    void Function(String message)? onStatus,
+  }) async {
+    final userId = _userId;
+    final filter = 'user="$userId"';
+    onStatus?.call('Syncing app prefs…');
+    await _syncAppPrefs(userId, filter, prefs);
+  }
+
+  /// Upserts local bank txs to PocketBase.
+  ///
+  /// Also garbage-collects remote rows that are:
+  /// - admin test rows (`is_manual` / `·#…` stamp) no longer local, or
+  /// - listed in [deleteTombs] (local delete queue).
   Future<String> pushTransactions(
     List<BankTransaction> local, {
+    List<BankTransaction> deleteTombs = const [],
     void Function(double progress)? onProgress,
     void Function(String message)? onStatus,
     double progressStart = 0.0,
@@ -590,10 +634,19 @@ class PbSyncService {
     final ops = <_BatchOp>[];
     var skipped = 0;
     final seen = <String>{};
+    final tombIds = {
+      for (final t in deleteTombs)
+        if (_clip(t.id, 2000).isNotEmpty) _clip(t.id, 2000),
+    };
 
     for (final tx in local) {
       final syncId = _clip(tx.id, 2000);
       if (syncId.isEmpty || !seen.add(syncId)) continue;
+      // Never re-upsert a tombstoned row in the same pass.
+      if (tombIds.contains(syncId) ||
+          deleteTombs.any(tx.matchesForDelete)) {
+        continue;
+      }
       final body = <String, dynamic>{
         'user': userId,
         'tx_id': syncId,
@@ -608,6 +661,9 @@ class PbSyncService {
           8,
         ),
         'pending': tx.pending,
+        // Only send when true so servers without the migration still accept
+        // normal bank/CSV upserts. Test rows are also detected via ·# stamp.
+        if (tx.isManual) 'is_manual': true,
       };
       final remote = existing[syncId];
       if (remote == null) {
@@ -619,11 +675,25 @@ class PbSyncService {
       }
     }
 
+    // Remove admin test / tombstoned rows that this device no longer has.
+    var deletes = 0;
+    for (final entry in existing.entries) {
+      if (seen.contains(entry.key)) continue;
+      final remoteTx = _bankTxFromRecord(entry.value);
+      final tombHit = tombIds.contains(entry.key) ||
+          (remoteTx != null && deleteTombs.any(remoteTx.matchesForDelete));
+      final orphanManual = _remoteLooksLikeManualTest(entry.value);
+      if (!tombHit && !orphanManual) continue;
+      ops.add(_BatchOp.delete(entry.value.id));
+      deletes++;
+    }
+
     final creates = ops.where((o) => o.kind == _BatchOpKind.create).length;
     final updates = ops.where((o) => o.kind == _BatchOpKind.update).length;
     debugPrint(
       'PbSyncService transactions: local=${local.length} '
-      'remote=${existing.length} create=$creates update=$updates skip=$skipped',
+      'remote=${existing.length} create=$creates update=$updates '
+      'delete=$deletes skip=$skipped',
     );
     onStatus?.call(
       ops.isEmpty
@@ -637,8 +707,13 @@ class PbSyncService {
       onStatus: onStatus,
     );
     return 'Bank txs: local ${local.length} → remote '
-        '${existing.length + creates} '
+        '${existing.length + creates - deletes} '
-        '(+$creates ~$updates · $skipped unchanged)';
+        '(+$creates ~$updates -$deletes · $skipped unchanged)';
+  }
+
+  bool _remoteLooksLikeManualTest(RecordModel r) {
+    if (r.getBoolValue('is_manual')) return true;
+    return RegExp(r' ·#\d+$').hasMatch(r.getStringValue('description'));
   }
 
   BankTransaction? _bankTxFromRecord(RecordModel r) {
@@ -659,6 +734,8 @@ class PbSyncService {
           ? 'EUR'
           : r.getStringValue('currency'),
       pending: r.getBoolValue('pending'),
+      isManual: r.getBoolValue('is_manual') ||
+          RegExp(r' ·#\d+$').hasMatch(description),
     );
   }
 
@@ -669,13 +746,62 @@ class PbSyncService {
       String s => double.tryParse(s) ?? 0,
       _ => 0.0,
     };
+    final remoteManual = remote.getBoolValue('is_manual') ||
+        RegExp(r' ·#\d+$').hasMatch(remote.getStringValue('description'));
     return remote.getStringValue('date') == tx.date &&
         remote.getStringValue('description') ==
             _clip(tx.description.isEmpty ? 'Unknown' : tx.description, 4000) &&
         (remoteAmount * 100).round() == (tx.amount * 100).round() &&
         remote.getStringValue('currency').toUpperCase() ==
             tx.currency.toUpperCase() &&
-        remote.getBoolValue('pending') == tx.pending;
+        remote.getBoolValue('pending') == tx.pending &&
+        remoteManual == tx.isManual;
+  }
+
+  /// Deletes remote bank rows matching [tombstones] by tx_id or field fingerprint.
+  ///
+  /// Returns the tombstones that matched at least one remote row (safe to clear).
+  Future<List<BankTransaction>> deleteTransactionsMatching(
+    List<BankTransaction> tombstones,
+  ) async {
+    if (tombstones.isEmpty) return const [];
+
+    final userId = _userId;
+    final filter = 'user="$userId"';
+    final existing = await _fullList('transactions', filter);
+    final matchedTombs = <BankTransaction>[];
+    final ops = <_BatchOp>[];
+    final seenRecordIds = <String>{};
+
+    for (final r in existing) {
+      final remoteTx = _bankTxFromRecord(r);
+      if (remoteTx == null) continue;
+      for (final tomb in tombstones) {
+        final txId = r.getStringValue('tx_id');
+        final idHit = txId == _clip(tomb.id, 2000);
+        if (!idHit && !remoteTx.matchesForDelete(tomb)) continue;
+        if (!seenRecordIds.add(r.id)) break;
+        ops.add(_BatchOp.delete(r.id));
+        if (!matchedTombs.any(tomb.matchesForDelete)) {
+          matchedTombs.add(tomb);
+        }
+        break;
+      }
+    }
+
+    if (ops.isEmpty) {
+      debugPrint(
+        'PbSyncService deleteTransactionsMatching: 0 hits '
+        'for ${tombstones.length} tombstone(s)',
+      );
+      return const [];
+    }
+    await _runWriteOps('transactions', ops);
+    debugPrint(
+      'PbSyncService deleteTransactionsMatching: deleted ${ops.length} '
+      'for ${matchedTombs.length} tombstone(s)',
+    );
+    return matchedTombs;
   }
 
   Future<void> _runOne(String collection, _BatchOp op) {
@@ -832,6 +958,10 @@ class PbSyncService {
           filter =
               'user="$userId" && client_id="${key.replaceAll('"', '\\"')}"';
         }
+      case 'app_prefs':
+        if (userId != null) {
+          filter = 'user="$userId"';
+        }
       case 'transactions':
         final key = body['tx_id'];
         if (userId != null && key is String) {
@@ -1216,6 +1346,7 @@ class PbSyncService {
         'budget_fixed_amount': w.budgetFixedAmount,
         'budget_average_months': w.budgetAverageMonths,
         'label_ids': w.labelIds,
+        'label_match': w.labelMatch.name,
         'flow': w.flow.name,
         'amount_range': {
           if (w.amountRange.exact != null) 'exact': w.amountRange.exact,
@@ -1249,6 +1380,36 @@ class PbSyncService {
     await _runWriteOps('home_filter_widgets', ops);
   }
 
+  Future<void> _syncAppPrefs(
+    String userId,
+    String filter,
+    AppCloudPrefs prefs,
+  ) async {
+    final existing = await _fullList('app_prefs', filter);
+    final body = <String, dynamic>{
+      'user': userId,
+      'home_show_transactions': prefs.homeBuiltInSections.showTransactions,
+      'home_show_categorized': prefs.homeBuiltInSections.showCategorized,
+      'home_show_recent': prefs.homeBuiltInSections.showRecent,
+      'look_ahead_max_years': prefs.lookAheadMaxYears.clamp(1, 30),
+    };
+    final ops = <_BatchOp>[];
+    if (existing.isEmpty) {
+      ops.add(_BatchOp.create(body));
+    } else {
+      final remote = existing.first;
+      if (!_appPrefsUnchanged(remote, prefs)) {
+        ops.add(_BatchOp.update(remote.id, body));
+      }
+      // Enforce singleton: drop extras if any.
+      for (var i = 1; i < existing.length; i++) {
+        ops.add(_BatchOp.delete(existing[i].id));
+      }
+    }
+    debugPrint('PbSyncService app_prefs: remote=${existing.length} ops=${ops.length}');
+    await _runWriteOps('app_prefs', ops);
+  }
+
   bool _labelUnchanged(RecordModel remote, Map<String, dynamic> body) {
     return remote.getStringValue('name') == body['name'] &&
         remote.getIntValue('color') == body['color'] &&
@@ -1329,6 +1490,10 @@ class PbSyncService {
         remote.getIntValue('budget_average_months', 3) ==
             w.budgetAverageMonths &&
         _sameIdList(remoteIds, w.labelIds) &&
+        (remote.getStringValue('label_match').isEmpty
+                ? 'and'
+                : remote.getStringValue('label_match')) ==
+            w.labelMatch.name &&
         remote.getStringValue('flow') == w.flow.name &&
         asDouble(rangeMap['exact']) == w.amountRange.exact &&
         asDouble(rangeMap['min']) == w.amountRange.min &&
@@ -1339,6 +1504,17 @@ class PbSyncService {
         remote.getBoolValue('show_amount_out', true) == w.showAmountOut &&
         remote.getBoolValue('show_count', true) == w.showCount;
   }
+
+  bool _appPrefsUnchanged(RecordModel remote, AppCloudPrefs prefs) {
+    final s = prefs.homeBuiltInSections;
+    return remote.getBoolValue('home_show_transactions', true) ==
+            s.showTransactions &&
+        remote.getBoolValue('home_show_categorized', true) ==
+            s.showCategorized &&
+        remote.getBoolValue('home_show_recent', true) == s.showRecent &&
+        remote.getIntValue('look_ahead_max_years', 5) ==
+            prefs.lookAheadMaxYears.clamp(1, 30);
+  }
 }
 
 RecurringTemplateSource _parseTemplateSource(String raw) {

lib/services/storage_service.dart

@@ -65,14 +65,7 @@ class BankCache {
                 'balanceType': balance!.balanceType,
               },
         'transactions': [
-          for (final tx in transactions)
+          for (final tx in transactions) tx.toJson(),
-            {
-              'date': tx.date,
-              'description': tx.description,
-              'amount': tx.amount,
-              'currency': tx.currency,
-              'pending': tx.pending,
-            },
         ],
       };
 
@@ -258,16 +251,7 @@ class StorageService {
   }
 
   Future<void> saveImportedTransactions(List<BankTransaction> txs) async {
-    final encoded = [
+    final encoded = [for (final tx in txs) tx.toJson()];
-      for (final tx in txs)
-        {
-          'date': tx.date,
-          'description': tx.description,
-          'amount': tx.amount,
-          'currency': tx.currency,
-          'pending': tx.pending,
-        },
-    ];
     final json = await compute(jsonEncode, encoded);
     await _prefs.setString(StorageKeys.importedTransactions, json);
   }
@@ -276,6 +260,53 @@ class StorageService {
     return _prefs.remove(StorageKeys.importedTransactions);
   }
 
+  /// Tombstones for locally deleted bank txs awaiting remote removal.
+  ///
+  /// Supports legacy string-id lists and full transaction JSON objects.
+  List<BankTransaction> loadPendingTxDeletes() {
+    final raw = _prefs.getString(StorageKeys.pendingTxDeletes);
+    if (raw == null || raw.isEmpty) return const [];
+    try {
+      final decoded = jsonDecode(raw);
+      if (decoded is! List) return const [];
+      final out = <BankTransaction>[];
+      for (final e in decoded) {
+        if (e is Map) {
+          out.add(BankTransaction.fromJson(Map<String, dynamic>.from(e)));
+        } else if (e is String && e.isNotEmpty) {
+          // Legacy id-only entry — match by id string only.
+          final parts = e.split('|');
+          if (parts.length >= 4) {
+            final amount = double.tryParse(parts[2]) ?? 0;
+            out.add(
+              BankTransaction(
+                date: parts[0],
+                currency: parts[1],
+                amount: amount,
+                description: parts.sublist(3).join('|'),
+                pending: false,
+                isManual: true,
+              ),
+            );
+          }
+        }
+      }
+      return out;
+    } catch (_) {
+      return const [];
+    }
+  }
+
+  Future<void> savePendingTxDeletes(List<BankTransaction> txs) {
+    if (txs.isEmpty) {
+      return _prefs.remove(StorageKeys.pendingTxDeletes);
+    }
+    return _prefs.setString(
+      StorageKeys.pendingTxDeletes,
+      jsonEncode([for (final tx in txs) tx.toJson()]),
+    );
+  }
+
   TxMetaStoreData loadTxMetaStore() {
     final raw = _prefs.getString(StorageKeys.txMeta);
     if (raw != null && raw.isNotEmpty) {

lib/utils/app_theme.dart

@@ -12,6 +12,22 @@ abstract final class AppTheme {
   /// Soft rose for expenses / money out.
   static const Color expense = Color(0xFFE07A7A);
 
+  /// Amber mid-stop for budget progress (between mint and rose).
+  static const Color budgetWarn = Color(0xFFE5A24A);
+
+  /// Budget chart fill: green when low → amber → red as usage rises.
+  static Color budgetProgressFill(double progress) {
+    final t = progress.clamp(0.0, 1.0);
+    if (t <= 0.55) {
+      // Stay mostly mint through ~half the budget.
+      return Color.lerp(accent, budgetWarn, (t / 0.55) * 0.45)!;
+    }
+    if (t <= 0.85) {
+      return Color.lerp(budgetWarn, expense, (t - 0.55) / 0.30)!;
+    }
+    return Color.lerp(expense, const Color(0xFFD94C4C), (t - 0.85) / 0.15)!;
+  }
+
   /// Near-black charcoal scaffold (dark).
   static const Color darkCanvas = Color(0xFF0B0D0C);
 

lib/utils/constants.dart

@@ -46,6 +46,9 @@ abstract final class StorageKeys {
   static const bankCache = 'bank_cache_v1';
   static const importedTransactions = 'imported_txs_v1';
 
+  /// Local bank tx_ids queued for PocketBase deletion (JSON string list).
+  static const pendingTxDeletes = 'pending_tx_deletes_v1';
+
   /// Serialized PocketBase auth token + user record (separate from tx data).
   static const pocketBaseAuth = 'pb_auth_v1';
 

lib/utils/tx_filter_metrics.dart

@@ -69,6 +69,7 @@ List<BankTransaction> applyTransactionFilter({
       pool,
       filter.query,
       labelIds: filter.labelIds,
+      labelMatch: filter.labelMatch,
     ))
       if (txMatchesFlow(tx, filter.flow) &&
           txMatchesAmountRange(tx, filter.amountRange))

lib/widgets/admin_create_transaction_dialog.dart

@@ -0,0 +1,268 @@
+/// Admin-only dialog to create or edit a local test bank transaction.
+library;
+
+import 'package:flutter/material.dart';
+import 'package:flutter/services.dart';
+import 'package:provider/provider.dart';
+
+import '../models/bank.dart';
+import '../models/transaction_meta.dart';
+import '../providers/bank_provider.dart';
+import '../utils/helpers.dart';
+
+Future<BankTransaction?> showAdminCreateTransactionDialog(
+  BuildContext context, {
+  BankTransaction? existing,
+}) {
+  return showDialog<BankTransaction>(
+    context: context,
+    builder: (context) => _AdminCreateTransactionDialog(existing: existing),
+  );
+}
+
+String _stripManualStamp(String description) =>
+    description.replaceFirst(RegExp(r' ·#\d+$'), '');
+
+class _AdminCreateTransactionDialog extends StatefulWidget {
+  const _AdminCreateTransactionDialog({this.existing});
+
+  final BankTransaction? existing;
+
+  @override
+  State<_AdminCreateTransactionDialog> createState() =>
+      _AdminCreateTransactionDialogState();
+}
+
+class _AdminCreateTransactionDialogState
+    extends State<_AdminCreateTransactionDialog> {
+  late DateTime _date;
+  late final TextEditingController _description;
+  late final TextEditingController _amount;
+  late final TextEditingController _currency;
+  late TxFlowFilter _flow;
+  late bool _pending;
+  var _saving = false;
+  String? _error;
+
+  bool get _editing => widget.existing != null;
+
+  @override
+  void initState() {
+    super.initState();
+    final existing = widget.existing;
+    if (existing != null) {
+      final parsed = DateTime.tryParse(existing.date) ?? DateTime.now();
+      _date = DateTime(parsed.year, parsed.month, parsed.day);
+      _description = TextEditingController(
+        text: _stripManualStamp(existing.description),
+      );
+      _amount = TextEditingController(
+        text: existing.amount.abs().toStringAsFixed(2),
+      );
+      _currency = TextEditingController(text: existing.currency);
+      _flow = existing.amount >= 0
+          ? TxFlowFilter.income
+          : TxFlowFilter.expense;
+      _pending = existing.pending;
+    } else {
+      final now = DateTime.now();
+      _date = DateTime(now.year, now.month, now.day);
+      _description = TextEditingController(text: 'Test merchant');
+      _amount = TextEditingController(text: '12.50');
+      _currency = TextEditingController(text: 'EUR');
+      _flow = TxFlowFilter.expense;
+      _pending = false;
+    }
+  }
+
+  @override
+  void dispose() {
+    _description.dispose();
+    _amount.dispose();
+    _currency.dispose();
+    super.dispose();
+  }
+
+  Future<void> _pickDate() async {
+    final picked = await showDatePicker(
+      context: context,
+      initialDate: _date,
+      firstDate: DateTime(2015),
+      lastDate: DateTime.now().add(const Duration(days: 365)),
+    );
+    if (picked == null || !mounted) return;
+    setState(() => _date = DateTime(picked.year, picked.month, picked.day));
+  }
+
+  Future<void> _save() async {
+    final raw = _amount.text.trim().replaceAll(',', '.');
+    final parsed = double.tryParse(raw);
+    if (parsed == null || parsed <= 0) {
+      setState(() => _error = 'Enter a positive amount');
+      return;
+    }
+    final signed = _flow == TxFlowFilter.income ? parsed : -parsed;
+    setState(() {
+      _saving = true;
+      _error = null;
+    });
+    try {
+      final bank = context.read<BankController>();
+      final existing = widget.existing;
+      final BankTransaction tx;
+      if (existing != null) {
+        tx = await bank.updateManualTransaction(
+          previous: existing,
+          date: _date,
+          description: _description.text,
+          amount: signed,
+          currency: _currency.text,
+          pending: _pending,
+        );
+      } else {
+        tx = await bank.addManualTransaction(
+          date: _date,
+          description: _description.text,
+          amount: signed,
+          currency: _currency.text,
+          pending: _pending,
+        );
+      }
+      if (!mounted) return;
+      Navigator.pop(context, tx);
+    } catch (error) {
+      if (!mounted) return;
+      setState(() {
+        _saving = false;
+        _error = '$error';
+      });
+    }
+  }
+
+  @override
+  Widget build(BuildContext context) {
+    final theme = Theme.of(context);
+    return AlertDialog(
+      title: Text(_editing ? 'Edit test transaction' : 'Create test transaction'),
+      content: SingleChildScrollView(
+        child: Column(
+          mainAxisSize: MainAxisSize.min,
+          crossAxisAlignment: CrossAxisAlignment.stretch,
+          children: [
+            Text(
+              _editing
+                  ? 'Updates this device and removes the old row on the next PocketBase sync.'
+                  : 'Saved on this device and included in the next PocketBase sync.',
+              style: theme.textTheme.bodySmall?.copyWith(
+                color: theme.colorScheme.onSurfaceVariant,
+              ),
+            ),
+            const SizedBox(height: 16),
+            ListTile(
+              contentPadding: EdgeInsets.zero,
+              title: const Text('Date'),
+              subtitle: Text(formatDate(_date)),
+              trailing: const Icon(Icons.calendar_today_outlined, size: 20),
+              onTap: _saving ? null : _pickDate,
+            ),
+            TextField(
+              controller: _description,
+              enabled: !_saving,
+              textCapitalization: TextCapitalization.sentences,
+              decoration: const InputDecoration(
+                labelText: 'Description',
+              ),
+            ),
+            const SizedBox(height: 12),
+            SegmentedButton<TxFlowFilter>(
+              segments: const [
+                ButtonSegment(
+                  value: TxFlowFilter.expense,
+                  label: Text('Expense'),
+                  icon: Icon(Icons.north_east, size: 16),
+                ),
+                ButtonSegment(
+                  value: TxFlowFilter.income,
+                  label: Text('Income'),
+                  icon: Icon(Icons.south_west, size: 16),
+                ),
+              ],
+              selected: {_flow},
+              onSelectionChanged: _saving
+                  ? null
+                  : (selection) {
+                      setState(() => _flow = selection.first);
+                    },
+            ),
+            const SizedBox(height: 12),
+            Row(
+              children: [
+                Expanded(
+                  flex: 2,
+                  child: TextField(
+                    controller: _amount,
+                    enabled: !_saving,
+                    keyboardType: const TextInputType.numberWithOptions(
+                      decimal: true,
+                    ),
+                    inputFormatters: [
+                      FilteringTextInputFormatter.allow(RegExp(r'[0-9.,]')),
+                    ],
+                    decoration: const InputDecoration(
+                      labelText: 'Amount',
+                    ),
+                  ),
+                ),
+                const SizedBox(width: 12),
+                Expanded(
+                  child: TextField(
+                    controller: _currency,
+                    enabled: !_saving,
+                    textCapitalization: TextCapitalization.characters,
+                    decoration: const InputDecoration(
+                      labelText: 'Currency',
+                    ),
+                  ),
+                ),
+              ],
+            ),
+            SwitchListTile(
+              contentPadding: EdgeInsets.zero,
+              title: const Text('Pending'),
+              value: _pending,
+              onChanged: _saving
+                  ? null
+                  : (value) => setState(() => _pending = value),
+            ),
+            if (_error != null)
+              Padding(
+                padding: const EdgeInsets.only(top: 4),
+                child: Text(
+                  _error!,
+                  style: theme.textTheme.bodySmall?.copyWith(
+                    color: theme.colorScheme.error,
+                  ),
+                ),
+              ),
+          ],
+        ),
+      ),
+      actions: [
+        TextButton(
+          onPressed: _saving ? null : () => Navigator.pop(context),
+          child: const Text('Cancel'),
+        ),
+        FilledButton(
+          onPressed: _saving ? null : _save,
+          child: _saving
+              ? const SizedBox(
+                  width: 18,
+                  height: 18,
+                  child: CircularProgressIndicator(strokeWidth: 2),
+                )
+              : Text(_editing ? 'Save' : 'Create'),
+        ),
+      ],
+    );
+  }
+}

lib/widgets/home_filter_widget_card.dart

@@ -37,6 +37,7 @@ class HomeFilterWidgetCard extends StatelessWidget {
       MaterialPageRoute<void>(
         builder: (_) => TransactionsScreen(
           initialLabelIds: filter.labelIds,
+          initialLabelMatch: filter.labelMatch,
           initialSearchInMonthOnly:
               widgetConfig.type == HomeWidgetType.budget || filter.monthOnly,
           initialQuery: filter.query,
@@ -65,28 +66,28 @@ class HomeFilterWidgetCard extends StatelessWidget {
       child: Card(
         color: colors.surfaceContainer,
         elevation: 0,
-        shape: RoundedRectangleBorder(borderRadius: BorderRadius.circular(16)),
+        margin: EdgeInsets.zero,
+        clipBehavior: Clip.antiAlias,
+        shape: RoundedRectangleBorder(borderRadius: BorderRadius.circular(20)),
         child: InkWell(
-          borderRadius: BorderRadius.circular(16),
           onTap: editing ? onEdit : () => _openTransactions(context),
           child: Padding(
             padding: EdgeInsets.fromLTRB(
               14,
-              12,
+              14,
               editing ? 4 : 14,
-              12,
+              14,
             ),
             child: Row(
+              crossAxisAlignment: CrossAxisAlignment.start,
               children: [
                 if (dragHandle != null) ...[
-                  dragHandle!,
+                  Padding(
+                    padding: const EdgeInsets.only(top: 8),
+                    child: dragHandle!,
+                  ),
                   const SizedBox(width: 4),
                 ],
-                Icon(
-                  widgetConfig.icon,
-                  color: colors.primary,
-                ),
-                const SizedBox(width: 10),
                 Expanded(
                   child: widgetConfig.type == HomeWidgetType.budget
                       ? _BudgetBody(
@@ -127,6 +128,139 @@ class HomeFilterWidgetCard extends StatelessWidget {
   }
 }
 
+String _monthName(DateTime date) {
+  const months = [
+    'January',
+    'February',
+    'March',
+    'April',
+    'May',
+    'June',
+    'July',
+    'August',
+    'September',
+    'October',
+    'November',
+    'December',
+  ];
+  return months[date.month - 1];
+}
+
+String? _subtitleFor(HomeFilterWidget widget) {
+  if (widget.type == HomeWidgetType.budget) return 'MONTHLY LIMIT';
+  if (widget.monthOnly) return _monthName(DateTime.now());
+  return null;
+}
+
+class _IconBadge extends StatelessWidget {
+  const _IconBadge({required this.icon});
+
+  final IconData icon;
+
+  @override
+  Widget build(BuildContext context) {
+    final colors = Theme.of(context).colorScheme;
+    return Container(
+      width: 40,
+      height: 40,
+      decoration: BoxDecoration(
+        borderRadius: BorderRadius.circular(12),
+        border: Border.all(
+          color: colors.outlineVariant.withValues(alpha: 0.55),
+        ),
+        color: colors.surfaceContainerHigh.withValues(alpha: 0.35),
+      ),
+      child: Icon(icon, color: colors.primary, size: 20),
+    );
+  }
+}
+
+class _CardHeader extends StatelessWidget {
+  const _CardHeader({
+    required this.icon,
+    required this.title,
+    this.subtitle,
+    this.trailing,
+  });
+
+  final IconData icon;
+  final String title;
+  final String? subtitle;
+  final Widget? trailing;
+
+  @override
+  Widget build(BuildContext context) {
+    final theme = Theme.of(context);
+    final colors = theme.colorScheme;
+    return Row(
+      crossAxisAlignment: CrossAxisAlignment.start,
+      children: [
+        _IconBadge(icon: icon),
+        const SizedBox(width: 12),
+        Expanded(
+          child: Column(
+            crossAxisAlignment: CrossAxisAlignment.start,
+            children: [
+              Text(
+                title,
+                style: theme.textTheme.titleSmall?.copyWith(
+                  fontWeight: FontWeight.w700,
+                ),
+                maxLines: 1,
+                overflow: TextOverflow.ellipsis,
+              ),
+              if (subtitle != null) ...[
+                const SizedBox(height: 2),
+                Text(
+                  subtitle!,
+                  style: theme.textTheme.labelSmall?.copyWith(
+                    color: colors.onSurfaceVariant,
+                    letterSpacing:
+                        subtitle == 'MONTHLY LIMIT' ? 0.6 : 0,
+                    fontWeight: FontWeight.w500,
+                  ),
+                  maxLines: 1,
+                  overflow: TextOverflow.ellipsis,
+                ),
+              ],
+            ],
+          ),
+        ),
+        if (trailing != null) ...[
+          const SizedBox(width: 8),
+          trailing!,
+        ],
+      ],
+    );
+  }
+}
+
+class _UsedPill extends StatelessWidget {
+  const _UsedPill({required this.label});
+
+  final String label;
+
+  @override
+  Widget build(BuildContext context) {
+    final theme = Theme.of(context);
+    final colors = theme.colorScheme;
+    return Container(
+      padding: const EdgeInsets.symmetric(horizontal: 10, vertical: 5),
+      decoration: BoxDecoration(
+        color: colors.surfaceContainerHighest.withValues(alpha: 0.65),
+        borderRadius: BorderRadius.circular(999),
+      ),
+      child: Text(
+        label,
+        style: theme.textTheme.labelSmall?.copyWith(
+          color: colors.onSurfaceVariant,
+          fontWeight: FontWeight.w600,
+        ),
+      ),
+    );
+  }
+}
+
 class _StatsBody extends StatelessWidget {
   const _StatsBody({
     required this.widgetConfig,
@@ -150,21 +284,43 @@ class _StatsBody extends StatelessWidget {
       filter: widgetConfig.filter,
     );
 
+    // Prefer a single hero "Spent" figure when that's the main metric.
+    final spentOnly = widgetConfig.showAmountOut &&
+        !widgetConfig.showAmountIn &&
+        !widgetConfig.showCount;
+
+    // Avoid LayoutBuilder/Spacer/Expanded here: half-width rows use
+    // IntrinsicHeight, which cannot measure those widgets.
     return Column(
       crossAxisAlignment: CrossAxisAlignment.start,
       children: [
+        _CardHeader(
+          icon: widgetConfig.icon,
+          title: widgetConfig.name,
+          subtitle: _subtitleFor(widgetConfig),
+        ),
+        if (spentOnly) ...[
+          const SizedBox(height: 32),
           Text(
-          widgetConfig.name,
+            'Spent',
-          style: theme.textTheme.titleSmall?.copyWith(
+            style: theme.textTheme.labelMedium?.copyWith(
+              color: colors.onSurfaceVariant,
+            ),
+          ),
+          const SizedBox(height: 2),
+          Text(
+            formatMoney(metrics.amountOut, currency),
+            style: theme.textTheme.titleMedium?.copyWith(
+              color: AppTheme.expense,
               fontWeight: FontWeight.w700,
+              height: 1.15,
             ),
-          maxLines: 1,
-          overflow: TextOverflow.ellipsis,
           ),
-        const SizedBox(height: 8),
+        ] else ...[
+          const SizedBox(height: 14),
           Wrap(
-          spacing: 12,
+            spacing: 16,
-          runSpacing: 6,
+            runSpacing: 8,
             children: [
               if (widgetConfig.showAmountIn)
                 _Metric(
@@ -174,7 +330,7 @@ class _StatsBody extends StatelessWidget {
                 ),
               if (widgetConfig.showAmountOut)
                 _Metric(
-                label: 'Out',
+                  label: 'Spent',
                   value: formatMoney(metrics.amountOut, currency),
                   color: AppTheme.expense,
                 ),
@@ -187,6 +343,7 @@ class _StatsBody extends StatelessWidget {
             ],
           ),
         ],
+      ],
     );
   }
 }
@@ -214,73 +371,269 @@ class _BudgetBody extends StatelessWidget {
       widget: widgetConfig,
     );
     final progress = budget.progress.clamp(0.0, 1.0);
-    final over = budget.overBudget;
+    final fillColor = budget.overBudget
-    final fillColor = over ? colors.error : colors.primary;
+        ? AppTheme.expense
-    final trackColor = colors.surfaceContainerHighest;
+        : AppTheme.budgetProgressFill(
+            budget.target <= 0 ? 0 : progress,
+          );
+    // Grayish unfilled track (not green-tinted).
+    final trackColor = Color.alphaBlend(
+      colors.onSurface.withValues(alpha: 0.14),
+      colors.surfaceContainerHigh,
+    );
+    final trackLabelColor = colors.onSurfaceVariant;
+    final spentLabelColor = colors.onSurface;
+    final pct = budget.target <= 0 ? 0 : (progress * 100).round();
+    final half = widgetConfig.halfWidth;
+    final isBar = widgetConfig.chartStyle == HomeWidgetChartStyle.bar;
+    final subtitle = widgetConfig.monthOnly
+        ? _monthName(DateTime.now())
+        : 'MONTHLY LIMIT';
 
-    return Column(
+    final capLine = _BudgetLegendLine(
-      crossAxisAlignment: CrossAxisAlignment.start,
+      bulletColor: trackLabelColor.withValues(alpha: 0.75),
-      children: [
+      textColor: trackLabelColor,
-        Text(
+      fontWeight: FontWeight.w500,
-          widgetConfig.name,
+      text: budget.target <= 0
-          style: theme.textTheme.titleSmall?.copyWith(
+          ? '— cap'
+          : formatMoney(budget.target, currency),
+    );
+    final spentLine = _BudgetLegendLine(
+      bulletColor: fillColor,
+      textColor: spentLabelColor,
       fontWeight: FontWeight.w700,
-          ),
+      text: formatMoney(budget.used, currency),
-          maxLines: 1,
+    );
-          overflow: TextOverflow.ellipsis,
+
-        ),
+    final isRingOrPie = widgetConfig.chartStyle == HomeWidgetChartStyle.pie ||
-        const SizedBox(height: 4),
+        widgetConfig.chartStyle == HomeWidgetChartStyle.ring;
-        Text(
+
-          '${formatMoney(budget.monthNet, currency)} · '
+    Widget ringChart({required double size}) => SizedBox(
-          '${formatMoney(budget.used, currency)} / '
+          width: size,
-          '${budget.target <= 0 ? '—' : formatMoney(budget.target, currency)}',
+          height: size,
-          style: theme.textTheme.labelMedium?.copyWith(
-            color: over ? colors.error : colors.onSurfaceVariant,
-          ),
-          maxLines: 1,
-          overflow: TextOverflow.ellipsis,
-        ),
-        const SizedBox(height: 8),
-        switch (widgetConfig.chartStyle) {
-          HomeWidgetChartStyle.bar => ClipRRect(
-              borderRadius: BorderRadius.circular(6),
-              child: LinearProgressIndicator(
-                value: budget.target <= 0 ? 0 : progress,
-                minHeight: 10,
-                backgroundColor: trackColor,
-                color: fillColor,
-              ),
-            ),
-          HomeWidgetChartStyle.pie || HomeWidgetChartStyle.ring => Row(
-              children: [
-                SizedBox(
-                  width: 52,
-                  height: 52,
           child: CustomPaint(
             painter: _BudgetChartPainter(
               progress: budget.target <= 0 ? 0 : progress,
               style: widgetConfig.chartStyle,
               fillColor: fillColor,
               trackColor: trackColor,
+              percentLabel: budget.target > 0 ? '$pct%' : null,
+              labelColor: colors.onSurface,
+              labelScale: 0.32,
             ),
           ),
-                ),
+        );
-                const SizedBox(width: 10),
+
+    // Full-width ring/pie: ring beside header+amounts so the card stays short.
+    if (isRingOrPie && !half) {
+      return Row(
+        crossAxisAlignment: CrossAxisAlignment.start,
+        children: [
           Expanded(
+            child: Column(
+              crossAxisAlignment: CrossAxisAlignment.start,
+              children: [
+                _CardHeader(
+                  icon: widgetConfig.icon,
+                  title: widgetConfig.name,
+                  subtitle: subtitle,
+                ),
+                const SizedBox(height: 10),
+                capLine,
+                const SizedBox(height: 6),
+                spentLine,
+              ],
+            ),
+          ),
+          const SizedBox(width: 8),
+          ringChart(size: 68),
+        ],
+      );
+    }
+
+    return Column(
+      crossAxisAlignment: CrossAxisAlignment.start,
+      children: [
+        _CardHeader(
+          icon: widgetConfig.icon,
+          title: widgetConfig.name,
+          subtitle: subtitle,
+          // Percent lives in the ring/pie center; pill only for full-width bars.
+          trailing: budget.target > 0 && !half && isBar
+              ? _UsedPill(label: '$pct% used')
+              : null,
+        ),
+        const SizedBox(height: 14),
+        switch (widgetConfig.chartStyle) {
+          HomeWidgetChartStyle.bar => Column(
+              crossAxisAlignment: CrossAxisAlignment.stretch,
+              children: [
+                _BudgetBar(
+                  progress: budget.target <= 0 ? 0 : progress,
+                  fillColor: fillColor,
+                  trackColor: trackColor,
+                  // Solid rounded bar (not a slider thumb).
+                  height: 14,
+                  percentLabel: half && budget.target > 0 ? '$pct%' : null,
+                ),
+                const SizedBox(height: 10),
+                if (half)
+                  Column(
+                    crossAxisAlignment: CrossAxisAlignment.start,
+                    children: [
+                      capLine,
+                      const SizedBox(height: 4),
+                      spentLine,
+                    ],
+                  )
+                else
+                  Row(
+                    children: [
+                      Expanded(child: capLine),
+                      const SizedBox(width: 8),
+                      Expanded(
+                        child: Align(
+                          alignment: Alignment.centerRight,
+                          child: spentLine,
+                        ),
+                      ),
+                    ],
+                  ),
+              ],
+            ),
+          HomeWidgetChartStyle.pie || HomeWidgetChartStyle.ring => half
+              // Stack on half cards so amounts never get crushed beside the ring
+              // (and avoid LayoutBuilder — half rows use IntrinsicHeight).
+              ? Column(
+                  crossAxisAlignment: CrossAxisAlignment.start,
+                  children: [
+                    capLine,
+                    const SizedBox(height: 6),
+                    spentLine,
+                    const SizedBox(height: 8),
+                    Align(
+                      alignment: Alignment.centerRight,
+                      child: ringChart(size: 56),
+                    ),
+                  ],
+                )
+              : Row(
+                  crossAxisAlignment: CrossAxisAlignment.center,
+                  children: [
+                    Expanded(
+                      child: Column(
+                        crossAxisAlignment: CrossAxisAlignment.start,
+                        mainAxisAlignment: MainAxisAlignment.center,
+                        children: [
+                          capLine,
+                          const SizedBox(height: 6),
+                          spentLine,
+                        ],
+                      ),
+                    ),
+                    const SizedBox(width: 8),
+                    ringChart(size: 68),
+                  ],
+                ),
+        },
+      ],
+    );
+  }
+}
+
+/// Rounded progress bar (no slider thumb).
+class _BudgetBar extends StatelessWidget {
+  const _BudgetBar({
+    required this.progress,
+    required this.fillColor,
+    required this.trackColor,
+    required this.height,
+    this.percentLabel,
+  });
+
+  final double progress;
+  final Color fillColor;
+  final Color trackColor;
+  final double height;
+  final String? percentLabel;
+
+  @override
+  Widget build(BuildContext context) {
+    final theme = Theme.of(context);
+    final colors = theme.colorScheme;
+    return SizedBox(
+      height: height,
+      child: ClipRRect(
+        borderRadius: BorderRadius.circular(999),
+        child: Stack(
+          fit: StackFit.expand,
+          children: [
+            ColoredBox(color: trackColor),
+            FractionallySizedBox(
+              widthFactor: progress.clamp(0.0, 1.0),
+              alignment: Alignment.centerLeft,
+              child: ColoredBox(color: fillColor),
+            ),
+            if (percentLabel != null)
+              Center(
                 child: Text(
-                    over
+                  percentLabel!,
-                        ? 'Over budget'
+                  style: theme.textTheme.labelSmall?.copyWith(
-                        : budget.target <= 0
+                    color: progress >= 0.45
-                            ? 'Set a budget cap'
+                        ? colors.onPrimary
-                            : '${(progress * 100).round()}% of cap',
+                        : colors.onSurface,
-                    style: theme.textTheme.labelMedium?.copyWith(
+                    fontWeight: FontWeight.w800,
-                      color: over ? colors.error : colors.onSurfaceVariant,
                   ),
                 ),
               ),
           ],
         ),
-        },
+      ),
+    );
+  }
+}
+
+class _BudgetLegendLine extends StatelessWidget {
+  const _BudgetLegendLine({
+    required this.bulletColor,
+    required this.textColor,
+    required this.text,
+    this.fontWeight = FontWeight.w600,
+  });
+
+  final Color bulletColor;
+  final Color textColor;
+  final String text;
+  final FontWeight fontWeight;
+
+  @override
+  Widget build(BuildContext context) {
+    final theme = Theme.of(context);
+    // Stretch to the parent width so Expanded+ellipsis can shrink safely
+    // (half-width ring rows can be very tight).
+    return Row(
+      children: [
+        Container(
+          width: 7,
+          height: 7,
+          decoration: BoxDecoration(
+            color: bulletColor,
+            shape: BoxShape.circle,
+          ),
+        ),
+        const SizedBox(width: 6),
+        Expanded(
+          child: Text(
+            text,
+            maxLines: 1,
+            softWrap: false,
+            overflow: TextOverflow.ellipsis,
+            style: theme.textTheme.labelMedium?.copyWith(
+              color: textColor,
+              fontWeight: fontWeight,
+            ),
+          ),
+        ),
       ],
     );
   }
@@ -292,52 +645,92 @@ class _BudgetChartPainter extends CustomPainter {
     required this.style,
     required this.fillColor,
     required this.trackColor,
+    this.percentLabel,
+    this.labelColor,
+    this.labelScale = 0.42,
   });
 
   final double progress;
   final HomeWidgetChartStyle style;
   final Color fillColor;
   final Color trackColor;
+  final String? percentLabel;
+  final Color? labelColor;
+  final double labelScale;
 
   @override
   void paint(Canvas canvas, Size size) {
     final center = Offset(size.width / 2, size.height / 2);
     final radius = math.min(size.width, size.height) / 2;
+    final sweep = 2 * math.pi * progress.clamp(0.0, 1.0);
 
     if (style == HomeWidgetChartStyle.pie) {
-      final rect = Rect.fromCircle(center: center, radius: radius);
+      // Donut-style pizza: thick ring cutout so % stays readable.
-      final track = Paint()..color = trackColor;
+      final stroke = radius * 0.42;
-      canvas.drawCircle(center, radius, track);
+      final r = radius - stroke / 2;
-      if (progress > 0) {
-        final sweep = 2 * math.pi * progress.clamp(0.0, 1.0);
-        final fill = Paint()..color = fillColor;
-        canvas.drawArc(rect, -math.pi / 2, sweep, true, fill);
-      }
-      return;
-    }
-
-    // Ring (activity-style).
-    const stroke = 7.0;
       final trackPaint = Paint()
         ..color = trackColor
         ..style = PaintingStyle.stroke
-      ..strokeWidth = stroke
+        ..strokeWidth = stroke;
-      ..strokeCap = StrokeCap.round;
-    final fillPaint = Paint()
-      ..color = fillColor
-      ..style = PaintingStyle.stroke
-      ..strokeWidth = stroke
-      ..strokeCap = StrokeCap.round;
-    final r = radius - stroke / 2;
       canvas.drawCircle(center, r, trackPaint);
       if (progress > 0) {
-      final sweep = 2 * math.pi * progress.clamp(0.0, 1.0);
         canvas.drawArc(
           Rect.fromCircle(center: center, radius: r),
           -math.pi / 2,
           sweep,
           false,
-        fillPaint,
+          Paint()
+            ..color = fillColor
+            ..style = PaintingStyle.stroke
+            ..strokeWidth = stroke
+            ..strokeCap = StrokeCap.butt,
+        );
+      }
+    } else {
+      // Thick ring with rounded caps (reference mock).
+      final stroke = radius * 0.22;
+      final r = radius - stroke / 2;
+      canvas.drawCircle(
+        center,
+        r,
+        Paint()
+          ..color = trackColor
+          ..style = PaintingStyle.stroke
+          ..strokeWidth = stroke
+          ..strokeCap = StrokeCap.round,
+      );
+      if (progress > 0) {
+        canvas.drawArc(
+          Rect.fromCircle(center: center, radius: r),
+          -math.pi / 2,
+          sweep,
+          false,
+          Paint()
+            ..color = fillColor
+            ..style = PaintingStyle.stroke
+            ..strokeWidth = stroke
+            ..strokeCap = StrokeCap.round,
+        );
+      }
+    }
+
+    final label = percentLabel;
+    if (label != null && labelColor != null) {
+      final tp = TextPainter(
+        text: TextSpan(
+          text: label,
+          style: TextStyle(
+            color: labelColor,
+            fontSize: radius * labelScale,
+            fontWeight: FontWeight.w800,
+            height: 1,
+          ),
+        ),
+        textDirection: TextDirection.ltr,
+      )..layout();
+      tp.paint(
+        canvas,
+        center - Offset(tp.width / 2, tp.height / 2),
       );
     }
   }
@@ -347,7 +740,10 @@ class _BudgetChartPainter extends CustomPainter {
     return oldDelegate.progress != progress ||
         oldDelegate.style != style ||
         oldDelegate.fillColor != fillColor ||
-        oldDelegate.trackColor != trackColor;
+        oldDelegate.trackColor != trackColor ||
+        oldDelegate.percentLabel != percentLabel ||
+        oldDelegate.labelColor != labelColor ||
+        oldDelegate.labelScale != labelScale;
   }
 }
 

lib/widgets/home_widgets_sheet.dart

@@ -10,7 +10,6 @@ import '../providers/bank_provider.dart';
 import '../providers/preferences_provider.dart';
 import '../providers/tx_meta_provider.dart';
 import '../widgets/label_filter_dialog.dart';
-import '../widgets/overview_favourites_sheet.dart' show promptFavouriteName;
 
 Future<void> showHomeWidgetsSheet(BuildContext context) {
   return showModalBottomSheet<void>(
@@ -50,29 +49,22 @@ Future<HomeFilterWidget?> composeHomeFilterWidget(
     if (filter == null || !navigator.mounted) return null;
   }
 
-  if (!navigator.mounted) return null;
-  final name = await promptFavouriteName(
-    navigator.context,
-    initial: existing?.name ?? '',
-    title: existing == null ? 'Name this widget' : 'Rename widget',
-  );
-  if (name == null || !navigator.mounted) return null;
-
-  // Let the name dialog finish popping before presenting options.
-  await WidgetsBinding.instance.endOfFrame;
   if (!navigator.mounted) return null;
 
   final draft = existing == null
-      ? HomeFilterWidget.fromFilter(name: name, filter: filter)
+      ? HomeFilterWidget.fromFilter(name: 'Filter', filter: filter)
       : existing.copyWith(
-          name: name,
           labelIds: filter.labelIds.toList(growable: false),
+          labelMatch: filter.labelMatch,
           flow: filter.flow,
           amountRange: filter.amountRange,
           query: filter.query,
           monthOnly: filter.monthOnly,
         );
 
+  // Name is edited inside Widget options (no separate rename dialog).
+  await WidgetsBinding.instance.endOfFrame;
+  if (!navigator.mounted) return null;
   return _promptWidgetMetrics(navigator.context, draft);
 }
 
@@ -80,43 +72,124 @@ Future<HomeFilterWidget?> _promptWidgetMetrics(
   BuildContext context,
   HomeFilterWidget draft,
 ) {
-  var type = draft.type;
-  var iconId = draft.iconId;
-  var chartStyle = draft.chartStyle;
-  var budgetCapMode = draft.budgetCapMode;
-  var budgetFixedAmount = draft.budgetFixedAmount;
-  var budgetAverageMonths = draft.budgetAverageMonths;
-  var showIn = draft.showAmountIn;
-  var showOut = draft.showAmountOut;
-  var showCount = draft.showCount;
-  var halfWidth = draft.halfWidth;
-  final amountController = TextEditingController(
-    text: budgetFixedAmount > 0
-        ? (budgetFixedAmount == budgetFixedAmount.roundToDouble()
-            ? budgetFixedAmount.toStringAsFixed(0)
-            : budgetFixedAmount.toStringAsFixed(2))
-        : '',
-  );
-
   return showDialog<HomeFilterWidget>(
     context: context,
     useRootNavigator: true,
-    builder: (context) {
+    builder: (context) => _WidgetOptionsDialog(draft: draft),
-      return StatefulBuilder(
+  );
-        builder: (context, setState) {
+}
+
+class _WidgetOptionsDialog extends StatefulWidget {
+  const _WidgetOptionsDialog({required this.draft});
+
+  final HomeFilterWidget draft;
+
+  @override
+  State<_WidgetOptionsDialog> createState() => _WidgetOptionsDialogState();
+}
+
+class _WidgetOptionsDialogState extends State<_WidgetOptionsDialog> {
+  late HomeWidgetType _type;
+  late String _iconId;
+  late HomeWidgetChartStyle _chartStyle;
+  late HomeBudgetCapMode _budgetCapMode;
+  late int _budgetAverageMonths;
+  late bool _showIn;
+  late bool _showOut;
+  late bool _showCount;
+  late bool _halfWidth;
+  late final TextEditingController _nameController;
+  late final TextEditingController _amountController;
+
+  @override
+  void initState() {
+    super.initState();
+    final draft = widget.draft;
+    _type = draft.type;
+    _iconId = draft.iconId;
+    _chartStyle = draft.chartStyle;
+    _budgetCapMode = draft.budgetCapMode;
+    _budgetAverageMonths = draft.budgetAverageMonths;
+    _showIn = draft.showAmountIn;
+    _showOut = draft.showAmountOut;
+    _showCount = draft.showCount;
+    _halfWidth = draft.halfWidth;
+    _nameController = TextEditingController(text: draft.name);
+    final fixed = draft.budgetFixedAmount;
+    _amountController = TextEditingController(
+      text: fixed > 0
+          ? (fixed == fixed.roundToDouble()
+              ? fixed.toStringAsFixed(0)
+              : fixed.toStringAsFixed(2))
+          : '',
+    );
+  }
+
+  @override
+  void dispose() {
+    _nameController.dispose();
+    _amountController.dispose();
+    super.dispose();
+  }
+
+  void _save() {
+    final name = _nameController.text.trim();
+    if (name.isEmpty) return;
+    if (_type == HomeWidgetType.stats && !_showIn && !_showOut && !_showCount) {
+      return;
+    }
+    var fixed = widget.draft.budgetFixedAmount;
+    if (_type == HomeWidgetType.budget &&
+        _budgetCapMode == HomeBudgetCapMode.fixed) {
+      final parsed = double.tryParse(
+        _amountController.text.trim().replaceAll(',', '.'),
+      );
+      if (parsed == null || parsed <= 0) return;
+      fixed = parsed;
+    }
+    Navigator.of(context).pop(
+      widget.draft.copyWith(
+        name: name,
+        type: _type,
+        iconId: _iconId,
+        chartStyle: _chartStyle,
+        budgetCapMode: _budgetCapMode,
+        budgetFixedAmount: fixed,
+        budgetAverageMonths: _budgetAverageMonths,
+        showAmountIn: _showIn,
+        showAmountOut: _showOut,
+        showCount: _showCount,
+        halfWidth: _halfWidth,
+      ),
+    );
+  }
+
+  @override
+  Widget build(BuildContext context) {
     final theme = Theme.of(context);
     return AlertDialog(
       title: const Text('Widget options'),
       content: SizedBox(
-              width: 360,
+        width: double.maxFinite,
         child: SingleChildScrollView(
           child: Column(
             mainAxisSize: MainAxisSize.min,
             crossAxisAlignment: CrossAxisAlignment.stretch,
             children: [
+              TextField(
+                controller: _nameController,
+                textCapitalization: TextCapitalization.sentences,
+                decoration: const InputDecoration(
+                  labelText: 'Name',
+                  border: OutlineInputBorder(),
+                  isDense: true,
+                ),
+              ),
+              const SizedBox(height: 16),
               Text('Type', style: theme.textTheme.titleSmall),
               const SizedBox(height: 8),
               SegmentedButton<HomeWidgetType>(
+                showSelectedIcon: false,
                 segments: const [
                   ButtonSegment(
                     value: HomeWidgetType.stats,
@@ -129,9 +202,9 @@ Future<HomeFilterWidget?> _promptWidgetMetrics(
                     icon: Icon(Icons.savings_outlined),
                   ),
                 ],
-                      selected: {type},
+                selected: {_type},
                 onSelectionChanged: (value) {
-                        setState(() => type = value.first);
+                  setState(() => _type = value.first);
                 },
               ),
               const SizedBox(height: 16),
@@ -144,9 +217,8 @@ Future<HomeFilterWidget?> _promptWidgetMetrics(
                   for (final entry in HomeWidgetIcons.all)
                     ChoiceChip(
                       label: Icon(entry.$2, size: 18),
-                            selected: iconId == entry.$1,
+                      selected: _iconId == entry.$1,
-                            onSelected: (_) =>
+                      onSelected: (_) => setState(() => _iconId = entry.$1),
-                                setState(() => iconId = entry.$1),
                       tooltip: entry.$3,
                       visualDensity: VisualDensity.compact,
                       padding: const EdgeInsets.all(4),
@@ -157,40 +229,39 @@ Future<HomeFilterWidget?> _promptWidgetMetrics(
               SwitchListTile(
                 contentPadding: EdgeInsets.zero,
                 title: const Text('Half width'),
-                      subtitle:
+                subtitle: const Text('Share the row with another widget'),
-                          const Text('Share the row with another widget'),
+                value: _halfWidth,
-                      value: halfWidth,
+                onChanged: (value) => setState(() => _halfWidth = value),
-                      onChanged: (value) =>
-                          setState(() => halfWidth = value),
               ),
-                    if (type == HomeWidgetType.stats) ...[
+              if (_type == HomeWidgetType.stats) ...[
                 const Divider(),
                 CheckboxListTile(
                   contentPadding: EdgeInsets.zero,
                   title: const Text('Amount in'),
-                        value: showIn,
+                  value: _showIn,
                   onChanged: (value) =>
-                            setState(() => showIn = value ?? false),
+                      setState(() => _showIn = value ?? false),
                 ),
                 CheckboxListTile(
                   contentPadding: EdgeInsets.zero,
-                        title: const Text('Amount out'),
+                  title: const Text('Spent'),
-                        value: showOut,
+                  value: _showOut,
                   onChanged: (value) =>
-                            setState(() => showOut = value ?? false),
+                      setState(() => _showOut = value ?? false),
                 ),
                 CheckboxListTile(
                   contentPadding: EdgeInsets.zero,
                   title: const Text('Number of transactions'),
-                        value: showCount,
+                  value: _showCount,
                   onChanged: (value) =>
-                            setState(() => showCount = value ?? false),
+                      setState(() => _showCount = value ?? false),
                 ),
               ] else ...[
                 const Divider(),
                 Text('Budget cap', style: theme.textTheme.titleSmall),
                 const SizedBox(height: 8),
                 SegmentedButton<HomeBudgetCapMode>(
+                  showSelectedIcon: false,
                   segments: const [
                     ButtonSegment(
                       value: HomeBudgetCapMode.fixed,
@@ -201,15 +272,15 @@ Future<HomeFilterWidget?> _promptWidgetMetrics(
                       label: Text('Average'),
                     ),
                   ],
-                        selected: {budgetCapMode},
+                  selected: {_budgetCapMode},
                   onSelectionChanged: (value) {
-                          setState(() => budgetCapMode = value.first);
+                    setState(() => _budgetCapMode = value.first);
                   },
                 ),
                 const SizedBox(height: 12),
-                      if (budgetCapMode == HomeBudgetCapMode.fixed)
+                if (_budgetCapMode == HomeBudgetCapMode.fixed)
                   TextField(
-                          controller: amountController,
+                    controller: _amountController,
                     keyboardType: const TextInputType.numberWithOptions(
                       decimal: true,
                     ),
@@ -221,65 +292,50 @@ Future<HomeFilterWidget?> _promptWidgetMetrics(
                     ),
                   )
                 else
-                        Row(
+                  DropdownButtonFormField<int>(
-                          children: [
+                    key: ValueKey(_budgetAverageMonths),
-                            Expanded(
+                    initialValue: _budgetAverageMonths,
-                              child: Text(
+                    isExpanded: true,
-                                'Average |net| of last',
-                                style: theme.textTheme.bodyMedium,
-                              ),
-                            ),
-                            SizedBox(
-                              width: 88,
-                              child: DropdownButtonFormField<int>(
-                                initialValue: budgetAverageMonths,
                     decoration: const InputDecoration(
+                      labelText: 'Average of last N months',
                       border: OutlineInputBorder(),
                       isDense: true,
-                                  suffixText: 'mo',
                     ),
                     items: [
                       for (final n in const [1, 2, 3, 6, 12, 24])
                         DropdownMenuItem(
                           value: n,
-                                      child: Text('$n'),
+                          child: Text('$n months'),
                         ),
                     ],
                     onChanged: (value) {
                       if (value == null) return;
-                                  setState(
+                      setState(() => _budgetAverageMonths = value);
-                                    () => budgetAverageMonths = value,
-                                  );
                     },
                   ),
-                            ),
-                          ],
-                        ),
                 const SizedBox(height: 16),
                 Text('Chart', style: theme.textTheme.titleSmall),
                 const SizedBox(height: 8),
-                      SegmentedButton<HomeWidgetChartStyle>(
+                Wrap(
-                        segments: const [
+                  spacing: 8,
-                          ButtonSegment(
+                  children: [
-                            value: HomeWidgetChartStyle.bar,
+                    for (final entry in const [
-                            label: Text('Bar'),
+                      (HomeWidgetChartStyle.bar, Icons.linear_scale, 'Bar'),
-                            icon: Icon(Icons.linear_scale),
+                      (
+                        HomeWidgetChartStyle.pie,
+                        Icons.pie_chart_outline,
+                        'Pie'
                       ),
-                          ButtonSegment(
+                      (HomeWidgetChartStyle.ring, Icons.donut_large, 'Ring'),
-                            value: HomeWidgetChartStyle.pie,
+                    ])
-                            label: Text('Pie'),
+                      ChoiceChip(
-                            icon: Icon(Icons.pie_chart_outline),
+                        avatar: Icon(entry.$2, size: 18),
-                          ),
+                        label: Text(entry.$3),
-                          ButtonSegment(
+                        selected: _chartStyle == entry.$1,
-                            value: HomeWidgetChartStyle.ring,
+                        onSelected: (_) =>
-                            label: Text('Ring'),
+                            setState(() => _chartStyle = entry.$1),
-                            icon: Icon(Icons.donut_large),
                       ),
                   ],
-                        selected: {chartStyle},
-                        onSelectionChanged: (value) {
-                          setState(() => chartStyle = value.first);
-                        },
                 ),
                 const SizedBox(height: 8),
                 Text(
@@ -300,45 +356,12 @@ Future<HomeFilterWidget?> _promptWidgetMetrics(
           child: const Text('Cancel'),
         ),
         FilledButton(
-                onPressed: () {
+          onPressed: _save,
-                  if (type == HomeWidgetType.stats &&
-                      !showIn &&
-                      !showOut &&
-                      !showCount) {
-                    return;
-                  }
-                  var fixed = budgetFixedAmount;
-                  if (type == HomeWidgetType.budget &&
-                      budgetCapMode == HomeBudgetCapMode.fixed) {
-                    final parsed = double.tryParse(
-                      amountController.text.trim().replaceAll(',', '.'),
-                    );
-                    if (parsed == null || parsed <= 0) return;
-                    fixed = parsed;
-                  }
-                  Navigator.of(context).pop(
-                    draft.copyWith(
-                      type: type,
-                      iconId: iconId,
-                      chartStyle: chartStyle,
-                      budgetCapMode: budgetCapMode,
-                      budgetFixedAmount: fixed,
-                      budgetAverageMonths: budgetAverageMonths,
-                      showAmountIn: showIn,
-                      showAmountOut: showOut,
-                      showCount: showCount,
-                      halfWidth: halfWidth,
-                    ),
-                  );
-                },
           child: const Text('Save'),
         ),
       ],
     );
-        },
+  }
-      );
-    },
-  ).whenComplete(amountController.dispose);
 }
 
 class _HomeWidgetsSheet extends StatelessWidget {
@@ -517,7 +540,7 @@ class _HomeWidgetsSheet extends StatelessWidget {
       if (w.labelIds.isNotEmpty) '${w.labelIds.length} labels',
       if (w.query.trim().isNotEmpty) '“${w.query.trim()}”',
       if (w.type == HomeWidgetType.stats && w.showAmountIn) 'In',
-      if (w.type == HomeWidgetType.stats && w.showAmountOut) 'Out',
+      if (w.type == HomeWidgetType.stats && w.showAmountOut) 'Spent',
       if (w.type == HomeWidgetType.stats && w.showCount) 'Count',
       if (w.halfWidth) 'Half',
     ];

lib/widgets/label_filter_dialog.dart

@@ -15,6 +15,7 @@ import 'label_parent_picker.dart';
 class TransactionFilterSelection {
   const TransactionFilterSelection({
     required this.labelIds,
+    this.labelMatch = LabelMatchMode.and,
     this.flow = TxFlowFilter.all,
     this.amountRange = const TxAmountRange(),
     this.query = '',
@@ -22,6 +23,10 @@ class TransactionFilterSelection {
   });
 
   final Set<String> labelIds;
+
+  /// AND vs OR when more than one label is selected.
+  final LabelMatchMode labelMatch;
+
   final TxFlowFilter flow;
   final TxAmountRange amountRange;
   final String query;
@@ -497,6 +502,7 @@ class _TransactionFilterDialog extends StatefulWidget {
 
 class _TransactionFilterDialogState extends State<_TransactionFilterDialog> {
   late final Set<String> _selected;
+  late LabelMatchMode _labelMatch;
   late TxFlowFilter _flow;
   late bool _monthOnly;
   late final TextEditingController _queryController;
@@ -510,6 +516,7 @@ class _TransactionFilterDialogState extends State<_TransactionFilterDialog> {
     super.initState();
     final initial = widget.initial;
     _selected = Set<String>.of(initial.labelIds);
+    _labelMatch = initial.labelMatch;
     _flow = initial.flow;
     _monthOnly = initial.monthOnly;
     _queryController = TextEditingController(text: initial.query);
@@ -593,6 +600,7 @@ class _TransactionFilterDialogState extends State<_TransactionFilterDialog> {
       context,
       TransactionFilterSelection(
         labelIds: Set<String>.of(_selected),
+        labelMatch: _labelMatch,
         flow: _flow,
         amountRange: _amountResult,
         query: _queryController.text.trim(),
@@ -840,7 +848,10 @@ class _TransactionFilterDialogState extends State<_TransactionFilterDialog> {
                 ),
                 onChanged: (_) => setState(() {}),
               ),
-              Row(
+              Wrap(
+                spacing: 0,
+                runSpacing: 4,
+                crossAxisAlignment: WrapCrossAlignment.center,
                 children: [
                   TextButton(
                     onPressed: () {
@@ -859,6 +870,27 @@ class _TransactionFilterDialogState extends State<_TransactionFilterDialog> {
                     onPressed: () => setState(() => _selected.clear()),
                     child: const Text('No labels'),
                   ),
+                  SegmentedButton<LabelMatchMode>(
+                    style: const ButtonStyle(
+                      visualDensity: VisualDensity.compact,
+                      tapTargetSize: MaterialTapTargetSize.shrinkWrap,
+                    ),
+                    showSelectedIcon: false,
+                    segments: const [
+                      ButtonSegment(
+                        value: LabelMatchMode.and,
+                        label: Text('AND'),
+                      ),
+                      ButtonSegment(
+                        value: LabelMatchMode.or,
+                        label: Text('OR'),
+                      ),
+                    ],
+                    selected: {_labelMatch},
+                    onSelectionChanged: (selection) {
+                      setState(() => _labelMatch = selection.first);
+                    },
+                  ),
                 ],
               ),
               const SizedBox(height: 4),

pocketbase/pb_migrations/1740000005_ingtrak_home_widgets_half_width.js

@@ -1,20 +1,24 @@
 /// PocketBase migration: half_width on home_filter_widgets.
 ///
-/// Apply after 1740000004 if that collection already exists.
+/// Apply after 1740000004 if that collection already exists without half_width.
+/// For new installs, 1740000004 already creates half_width — this is a no-op then.
 migrate((app) => {
   const col = app.findCollectionByNameOrId("home_filter_widgets");
-  col.fields.add({
+  if (col.fields.getByName("half_width")) return;
+
+  // Automigrate-style constructor (plain objects are rejected by fields.add).
+  col.fields.add(new Field({
     type: "bool",
     name: "half_width",
     required: false,
-  });
+  }));
   app.save(col);
 }, (app) => {
   try {
     const col = app.findCollectionByNameOrId("home_filter_widgets");
     const field = col.fields.getByName("half_width");
     if (field) {
-      col.fields.remove(field);
+      col.fields.removeById(field.id);
       app.save(col);
     }
   } catch (_) {}

pocketbase/pb_migrations/1740000006_ingtrak_home_widgets_budget.js

@@ -1,41 +1,48 @@
 /// PocketBase migration: budget / chart / icon fields on home_filter_widgets.
 migrate((app) => {
   const col = app.findCollectionByNameOrId("home_filter_widgets");
-  col.fields.add({
+
+  const addIfMissing = (config) => {
+    if (col.fields.getByName(config.name)) return;
+    col.fields.add(new Field(config));
+  };
+
+  addIfMissing({
     type: "text",
     name: "widget_type",
     required: false,
     max: 40,
   });
-  col.fields.add({
+  addIfMissing({
     type: "text",
     name: "icon_id",
     required: false,
     max: 40,
   });
-  col.fields.add({
+  addIfMissing({
     type: "text",
     name: "chart_style",
     required: false,
     max: 40,
   });
-  col.fields.add({
+  addIfMissing({
     type: "text",
     name: "budget_cap_mode",
     required: false,
     max: 40,
   });
-  col.fields.add({
+  addIfMissing({
     type: "number",
     name: "budget_fixed_amount",
     required: false,
   });
-  col.fields.add({
+  addIfMissing({
     type: "number",
     name: "budget_average_months",
     required: false,
     onlyInt: true,
   });
+
   app.save(col);
 }, (app) => {
   try {
@@ -49,7 +56,7 @@ migrate((app) => {
       "budget_average_months",
     ]) {
       const field = col.fields.getByName(name);
-      if (field) col.fields.remove(field);
+      if (field) col.fields.removeById(field.id);
     }
     app.save(col);
   } catch (_) {}

pocketbase/pb_migrations/1740000007_ingtrak_app_prefs.js

@@ -0,0 +1,67 @@
+/// PocketBase migration: per-user app preferences (Home sections + Look ahead).
+///
+/// Apply on the server:
+///
+///   sudo cp this_file /opt/pocketbase/pb_migrations/
+///   sudo chown pocketbase:pocketbase /opt/pocketbase/pb_migrations/*.js
+///   sudo -u pocketbase /opt/pocketbase/pocketbase migrate up
+///   sudo systemctl restart pocketbase
+///
+/// Depends on usersapp.
+migrate((app) => {
+  const users = app.findCollectionByNameOrId("usersapp");
+
+  const ownerRules = {
+    listRule: "user = @request.auth.id",
+    viewRule: "user = @request.auth.id",
+    createRule: "@request.auth.id != '' && user = @request.auth.id",
+    updateRule: "user = @request.auth.id",
+    deleteRule: "user = @request.auth.id",
+  };
+
+  const appPrefs = new Collection({
+    type: "base",
+    name: "app_prefs",
+    ...ownerRules,
+    fields: [
+      {
+        type: "relation",
+        name: "user",
+        required: true,
+        collectionId: users.id,
+        cascadeDelete: true,
+        maxSelect: 1,
+      },
+      {
+        type: "bool",
+        name: "home_show_transactions",
+        required: false,
+      },
+      {
+        type: "bool",
+        name: "home_show_categorized",
+        required: false,
+      },
+      {
+        type: "bool",
+        name: "home_show_recent",
+        required: false,
+      },
+      {
+        type: "number",
+        name: "look_ahead_max_years",
+        required: false,
+        onlyInt: true,
+      },
+    ],
+    indexes: [
+      "CREATE UNIQUE INDEX idx_app_prefs_user ON app_prefs (user)",
+    ],
+  });
+  app.save(appPrefs);
+}, (app) => {
+  try {
+    const col = app.findCollectionByNameOrId("app_prefs");
+    app.delete(col);
+  } catch (_) {}
+});

pocketbase/pb_migrations/1740000008_ingtrak_home_widgets_label_match.js

@@ -0,0 +1,22 @@
+/// PocketBase migration: label_match (AND/OR) on home_filter_widgets.
+migrate((app) => {
+  const col = app.findCollectionByNameOrId("home_filter_widgets");
+  if (col.fields.getByName("label_match")) return;
+
+  col.fields.add(new Field({
+    type: "text",
+    name: "label_match",
+    required: false,
+    max: 16,
+  }));
+  app.save(col);
+}, (app) => {
+  try {
+    const col = app.findCollectionByNameOrId("home_filter_widgets");
+    const field = col.fields.getByName("label_match");
+    if (field) {
+      col.fields.removeById(field.id);
+      app.save(col);
+    }
+  } catch (_) {}
+});

pocketbase/pb_migrations/1740000009_ingtrak_usersapp_is_admin.js

@@ -0,0 +1,31 @@
+/// PocketBase migration: `is_admin` on usersapp (admin vs normal accounts).
+///
+/// Admins can create test transactions in the app. Set the flag in Admin UI:
+/// Users → pick user → is_admin = true.
+///
+/// Apply on the server:
+///
+///   sudo cp this_file /opt/pocketbase/pb_migrations/
+///   sudo chown pocketbase:pocketbase /opt/pocketbase/pb_migrations/*.js
+///   sudo -u pocketbase /opt/pocketbase/pocketbase migrate up
+///   sudo systemctl restart pocketbase
+migrate((app) => {
+  const users = app.findCollectionByNameOrId("usersapp");
+  if (users.fields.getByName("is_admin")) return;
+
+  users.fields.add(new Field({
+    type: "bool",
+    name: "is_admin",
+    required: false,
+  }));
+  app.save(users);
+}, (app) => {
+  try {
+    const users = app.findCollectionByNameOrId("usersapp");
+    const field = users.fields.getByName("is_admin");
+    if (field) {
+      users.fields.removeById(field.id);
+      app.save(users);
+    }
+  } catch (_) {}
+});

pocketbase/pb_migrations/1740000010_ingtrak_transactions_is_manual.js

@@ -0,0 +1,28 @@
+/// PocketBase migration: `is_manual` on transactions (admin test rows).
+///
+/// Apply on the server:
+///
+///   sudo cp this_file /opt/pocketbase/pb_migrations/
+///   sudo chown pocketbase:pocketbase /opt/pocketbase/pb_migrations/*.js
+///   sudo -u pocketbase /opt/pocketbase/pocketbase migrate up
+///   sudo systemctl restart pocketbase
+migrate((app) => {
+  const transactions = app.findCollectionByNameOrId("transactions");
+  if (transactions.fields.getByName("is_manual")) return;
+
+  transactions.fields.add(new Field({
+    type: "bool",
+    name: "is_manual",
+    required: false,
+  }));
+  app.save(transactions);
+}, (app) => {
+  try {
+    const transactions = app.findCollectionByNameOrId("transactions");
+    const field = transactions.fields.getByName("is_manual");
+    if (field) {
+      transactions.fields.removeById(field.id);
+      app.save(transactions);
+    }
+  } catch (_) {}
+});

pubspec.lock

@@ -33,6 +33,22 @@ packages:
       url: "https://pub.dev"
     source: hosted
     version: "1.0.4"
+  archive:
+    dependency: transitive
+    description:
+      name: archive
+      sha256: ace891da0862b0e4cabbb064ee3fd87b2728b898949fdb366d83fe98342c9f19
+      url: "https://pub.dev"
+    source: hosted
+    version: "4.2.0"
+  args:
+    dependency: transitive
+    description:
+      name: args
+      sha256: d0481093c50b1da8910eb0bb301626d4d8eb7284aa739614d2b394ee09e3ea04
+      url: "https://pub.dev"
+    source: hosted
+    version: "2.7.0"
   async:
     dependency: transitive
     description:
@@ -57,6 +73,22 @@ packages:
       url: "https://pub.dev"
     source: hosted
     version: "1.4.1"
+  checked_yaml:
+    dependency: transitive
+    description:
+      name: checked_yaml
+      sha256: "959525d3162f249993882720d52b7e0c833978df229be20702b33d48d91de70f"
+      url: "https://pub.dev"
+    source: hosted
+    version: "2.0.4"
+  cli_util:
+    dependency: transitive
+    description:
+      name: cli_util
+      sha256: ff6785f7e9e3c38ac98b2fb035701789de90154024a75b6cb926445e83197d1c
+      url: "https://pub.dev"
+    source: hosted
+    version: "0.4.2"
   clock:
     dependency: transitive
     description:
@@ -150,6 +182,14 @@ packages:
       url: "https://pub.dev"
     source: hosted
     version: "6.0.1"
+  flutter_launcher_icons:
+    dependency: "direct dev"
+    description:
+      name: flutter_launcher_icons
+      sha256: "10f13781741a2e3972126fae08393d3c4e01fa4cd7473326b94b72cf594195e7"
+      url: "https://pub.dev"
+    source: hosted
+    version: "0.14.4"
   flutter_lints:
     dependency: "direct dev"
     description:
@@ -200,6 +240,14 @@ packages:
       url: "https://pub.dev"
     source: hosted
     version: "4.1.2"
+  image:
+    dependency: transitive
+    description:
+      name: image
+      sha256: "1976370a4df3091bb0f72409c187ad1f9132a818bc6b95ca59c0bae1c75c688e"
+      url: "https://pub.dev"
+    source: hosted
+    version: "4.9.2"
   json_annotation:
     dependency: transitive
     description:
@@ -328,6 +376,14 @@ packages:
       url: "https://pub.dev"
     source: hosted
     version: "0.25.1"
+  posix:
+    dependency: transitive
+    description:
+      name: posix
+      sha256: bc1bad54ad2b735816e31f8d4600cfde6c7839975085ddfbca48b6c9f7c4044e
+      url: "https://pub.dev"
+    source: hosted
+    version: "6.5.2"
   provider:
     dependency: "direct main"
     description:
@@ -525,6 +581,14 @@ packages:
       url: "https://pub.dev"
     source: hosted
     version: "1.1.0"
+  yaml:
+    dependency: transitive
+    description:
+      name: yaml
+      sha256: f67cdd8e07d3c6329146aaef1ba043542b3134c12489f553ca9a7435d1068aea
+      url: "https://pub.dev"
+    source: hosted
+    version: "3.1.4"
 sdks:
   dart: ">=3.13.2 <4.0.0"
   flutter: ">=3.44.0"

pubspec.yaml

@@ -53,6 +53,15 @@ dev_dependencies:
   # package. See that file for information about deactivating specific lint
   # rules and activating additional ones.
   flutter_lints: ^6.0.0
+  flutter_launcher_icons: ^0.14.4
+
+flutter_launcher_icons:
+  android: true
+  ios: false
+  image_path: assets/branding/app_icon.png
+  adaptive_icon_background: "#1A1C1B"
+  adaptive_icon_foreground: assets/branding/app_icon_foreground.png
+  min_sdk_android: 21
 
 # For information on the generic Dart part of this file, see the
 # following page: https://dart.dev/tools/pub/pubspec
@@ -68,6 +77,7 @@ flutter:
   assets:
     - .env
     - .env.example
+    - assets/branding/app_icon.png
 
   # An image asset can refer to one or more resolution-specific "variants", see
   # https://flutter.dev/to/resolution-aware-images

test/home_filter_widget_test.dart

@@ -19,12 +19,19 @@ void main() {
     expect(restored.flow, TxFlowFilter.expense);
     expect(restored.monthOnly, isTrue);
     expect(restored.labelIds, ['groceries']);
+    expect(restored.labelMatch, LabelMatchMode.and);
     expect(restored.showAmountOut, isTrue);
     expect(restored.showAmountIn, isFalse);
     expect(restored.showCount, isTrue);
     expect(restored.halfWidth, isFalse);
     expect(restored.type, HomeWidgetType.stats);
 
+    final withOr = widget.copyWith(labelMatch: LabelMatchMode.or);
+    expect(
+      HomeFilterWidget.fromJson(withOr.toJson()).labelMatch,
+      LabelMatchMode.or,
+    );
+
     final budget = widget.copyWith(
       halfWidth: true,
       type: HomeWidgetType.budget,