expenses_manager/expenses/migrations/0011_alter_tag_options.py

@@ -0,0 +1,17 @@
+# Generated by Django 5.2.10 on 2026-09-09 11:54
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('expenses', '0010_goal_account_goal_include_subcategories_goal_kind_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name='tag',
+            options={'ordering': ('name',)},
+        ),
+    ]

expenses_manager/expenses/migrations/0012_alter_account_options_alter_category_options_and_more.py

@@ -0,0 +1,26 @@
+# Generated by Django 5.2.10 on 2026-09-09 12:59
+
+import django.db.models.functions.text
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('expenses', '0011_alter_tag_options'),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name='account',
+            options={'ordering': [django.db.models.functions.text.Lower('name')]},
+        ),
+        migrations.AlterModelOptions(
+            name='category',
+            options={'ordering': [django.db.models.functions.text.Lower('name')], 'verbose_name_plural': 'categories'},
+        ),
+        migrations.AlterModelOptions(
+            name='tag',
+            options={'ordering': [django.db.models.functions.text.Lower('name')]},
+        ),
+    ]

expenses_manager/expenses/models.py

@@ -5,7 +5,7 @@ from django.conf import settings
 from django.db.models import Sum
 from functools import cached_property
 from django.utils.text import slugify
-from django.db.models.functions import ExtractMonth
+from django.db.models.functions import ExtractMonth, Lower
 
 
 class Category(models.Model):
@@ -29,7 +29,7 @@ class Category(models.Model):
     class Meta:
         unique_together = ("name", "parent", "owner", "slug")
         verbose_name_plural = "categories"
-        ordering = ["name"]
+        ordering = [Lower("name")]
 
     def __str__(self):
         return self.name
@@ -71,7 +71,7 @@ class Account(models.Model):
     created_at = models.DateTimeField(auto_now_add=True)
 
     class Meta:
-        ordering = ["name"]
+        ordering = [Lower("name")]
 
     def current_balance(self):
         expenses_total = self.expenses.aggregate(total=Sum("amount"))[
@@ -193,6 +193,7 @@ class Tag(models.Model):
 
     class Meta:
         unique_together = ("name", "owner")
+        ordering = [Lower("name")]
 
     def __str__(self):
         return self.name

expenses_manager/expenses/tests/test_tags.py

@@ -21,3 +21,12 @@ def test_tag_list_annotates_expense_usage_count(auth_client, user, account, cate
 
     counts = {tag.name: tag.expense_count for tag in response.context["tags"]}
     assert counts == {"Usada": 2, "Sin usar": 0}
+
+
+def test_tag_ordering_ignores_case(user):
+    for name in ["ZZ", "AA", "mk"]:
+        Tag.objects.create(owner=user, name=name)
+
+    names = list(Tag.objects.filter(owner=user).values_list("name", flat=True))
+
+    assert names == ["AA", "mk", "ZZ"]

expenses_manager/expenses/views.py

@@ -16,7 +16,7 @@ from .forms import (
 
 from django.core.paginator import Paginator
 from django.db.models import Sum, Count, ProtectedError
-from django.db.models.functions import ExtractMonth, ExtractYear, ExtractDay
+from django.db.models.functions import ExtractMonth, ExtractYear, ExtractDay, Lower
 
 from django.contrib.auth.decorators import login_required
 from django.utils.http import url_has_allowed_host_and_scheme
@@ -64,7 +64,7 @@ def _category_tree(categories):
     for category in categories:
         by_parent.setdefault(category.parent_id, []).append(category)
     for children in by_parent.values():
-        children.sort(key=lambda c: c.name)
+        children.sort(key=lambda c: c.name.lower())
 
     rows = []
 
@@ -638,7 +638,7 @@ def tag_list(request):
     tags = (
         Tag.objects.filter(owner=request.user)
         .annotate(expense_count=Count("expenses"))
-        .order_by("name")
+        .order_by(Lower("name"))
     )
 
     return render(
@@ -700,7 +700,7 @@ def tag_delete(request, pk):
 
 @login_required
 def account_list(request):
-    accounts = list(Account.objects.filter(owner=request.user).order_by("name"))
+    accounts = list(Account.objects.filter(owner=request.user).order_by(Lower("name")))
     account_rows, _, _ = _account_balances(accounts)
     return render(
         request,
@@ -1077,7 +1077,7 @@ def goal_list(request):
     else:
         selected_kind = ""
 
-    goals = goals.order_by("name")
+    goals = goals.order_by(Lower("name"))
 
     return render(
         request,