feat: multi tenancy support

app/apps/dca/admin.py

@@ -1,7 +1,13 @@
 from django.contrib import admin
 
 from apps.dca.models import DCAStrategy, DCAEntry
+from apps.common.admin import SharedObjectModelAdmin
+
 
-# Register your models here.
-admin.site.register(DCAStrategy)
 admin.site.register(DCAEntry)
+
+
+@admin.register(DCAStrategy)
+class TransactionEntityModelAdmin(SharedObjectModelAdmin):
+    def get_queryset(self, request):
+        return DCAStrategy.all_objects.all()

app/apps/dca/forms.py

@@ -168,7 +168,7 @@ class DCAEntryForm(forms.ModelForm):
                             Row(
                                 Column(
                                     "from_account",
-                                    css_class="form-group col-md-6 mb-0",
+                                    css_class="form-group",
                                 ),
                                 css_class="form-row",
                             ),
@@ -190,7 +190,7 @@ class DCAEntryForm(forms.ModelForm):
                             Row(
                                 Column(
                                     "to_account",
-                                    css_class="form-group col-md-6 mb-0",
+                                    css_class="form-group",
                                 ),
                                 css_class="form-row",
                             ),
@@ -266,6 +266,24 @@ class DCAEntryForm(forms.ModelForm):
                 id=expense_transaction.id
             )
 
+        self.fields["from_account"].queryset = Account.objects.filter(
+            is_archived=False,
+        )
+
+        self.fields["from_category"].queryset = TransactionCategory.objects.filter(
+            active=True
+        )
+        self.fields["from_tags"].queryset = TransactionTag.objects.filter(active=True)
+
+        self.fields["to_account"].queryset = Account.objects.filter(
+            is_archived=False,
+        )
+
+        self.fields["to_category"].queryset = TransactionCategory.objects.filter(
+            active=True
+        )
+        self.fields["to_tags"].queryset = TransactionTag.objects.filter(active=True)
+
     def clean(self):
         cleaned_data = super().clean()
 

app/apps/dca/migrations/0003_dcastrategy_owner_dcastrategy_shared_with_and_more.py

@@ -0,0 +1,31 @@
+# Generated by Django 5.1.6 on 2025-03-07 18:20
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('dca', '0002_alter_dcaentry_amount_paid_and_more'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='dcastrategy',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AddField(
+            model_name='dcastrategy',
+            name='shared_with',
+            field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AddField(
+            model_name='dcastrategy',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10),
+        ),
+    ]

app/apps/dca/models.py

@@ -1,16 +1,15 @@
-from datetime import timedelta
 from decimal import Decimal
-from statistics import mean, stdev
 
 from django.db import models
 from django.template.defaultfilters import date
 from django.utils import timezone
 from django.utils.translation import gettext_lazy as _
 
+from apps.common.models import SharedObject, SharedObjectManager
 from apps.currencies.utils.convert import convert, get_exchange_rate
 
 
-class DCAStrategy(models.Model):
+class DCAStrategy(SharedObject):
     name = models.CharField(max_length=255, verbose_name=_("Name"))
     target_currency = models.ForeignKey(
         "currencies.Currency",
@@ -28,6 +27,9 @@ class DCAStrategy(models.Model):
     created_at = models.DateTimeField(auto_now_add=True)
     updated_at = models.DateTimeField(auto_now=True)
 
+    objects = SharedObjectManager()
+    all_objects = models.Manager()  # Unfiltered manager
+
     class Meta:
         verbose_name = _("DCA Strategy")
         verbose_name_plural = _("DCA Strategies")

app/apps/dca/urls.py

@@ -12,6 +12,16 @@ urlpatterns = [
         views.strategy_delete,
         name="dca_strategy_delete",
     ),
+    path(
+        "dca/<int:strategy_id>/take-ownership/",
+        views.strategy_take_ownership,
+        name="dca_strategy_take_ownership",
+    ),
+    path(
+        "dca/<int:pk>/share/",
+        views.strategy_share,
+        name="dca_strategy_share_settings",
+    ),
     path(
         "dca/<int:strategy_id>/",
         views.strategy_detail_index,

app/apps/dca/views.py

@@ -11,6 +11,8 @@ from django.views.decorators.http import require_http_methods
 from apps.common.decorators.htmx import only_htmx
 from apps.dca.forms import DCAEntryForm, DCAStrategyForm
 from apps.dca.models import DCAStrategy, DCAEntry
+from apps.common.models import SharedObject
+from apps.common.forms import SharedObjectForm
 
 
 @login_required
@@ -57,6 +59,16 @@ def strategy_add(request):
 def strategy_edit(request, strategy_id):
     dca_strategy = get_object_or_404(DCAStrategy, id=strategy_id)
 
+    if dca_strategy.owner and dca_strategy.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
+
     if request.method == "POST":
         form = DCAStrategyForm(request.POST, instance=dca_strategy)
         if form.is_valid():
@@ -85,9 +97,15 @@ def strategy_edit(request, strategy_id):
 def strategy_delete(request, strategy_id):
     dca_strategy = get_object_or_404(DCAStrategy, id=strategy_id)
 
-    dca_strategy.delete()
-
-    messages.success(request, _("DCA strategy deleted successfully"))
+    if (
+        dca_strategy.owner != request.user
+        and request.user in dca_strategy.shared_with.all()
+    ):
+        dca_strategy.shared_with.remove(request.user)
+        messages.success(request, _("Item no longer shared with you"))
+    else:
+        dca_strategy.delete()
+        messages.success(request, _("DCA strategy deleted successfully"))
 
     return HttpResponse(
         status=204,
@@ -97,6 +115,65 @@ def strategy_delete(request, strategy_id):
     )
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def strategy_take_ownership(request, strategy_id):
+    dca_strategy = get_object_or_404(DCAStrategy, id=strategy_id)
+
+    if not dca_strategy.owner:
+        dca_strategy.owner = request.user
+        dca_strategy.visibility = SharedObject.Visibility.private
+        dca_strategy.save()
+
+        messages.success(request, _("Ownership taken successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas",
+        },
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def strategy_share(request, pk):
+    obj = get_object_or_404(DCAStrategy, id=pk)
+
+    if obj.owner and obj.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
+
+    if request.method == "POST":
+        form = SharedObjectForm(request.POST, instance=obj, user=request.user)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Configuration saved successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas",
+                },
+            )
+    else:
+        form = SharedObjectForm(instance=obj, user=request.user)
+
+    return render(
+        request,
+        "dca/fragments/strategy/share.html",
+        {"form": form, "object": obj},
+    )
+
+
 @login_required
 def strategy_detail_index(request, strategy_id):
     strategy = get_object_or_404(DCAStrategy, id=strategy_id)