From 25a2326cf66638aed36e9b7e82b6beeaf76fef8d Mon Sep 17 00:00:00 2001
From: Herculino Trotta <hello@herculino.com>
Date: Sun, 8 Nov 2026 12:39:17 -0300
Subject: [PATCH] feat(export): include bank sync services and account links in
 export and restore

---
 app/apps/export_app/forms.py               | 16 +++++++++
 app/apps/export_app/resources/bank_sync.py | 39 ++++++++++++++++++++++
 app/apps/export_app/views.py               |  9 +++++
 3 files changed, 64 insertions(+)
 create mode 100644 app/apps/export_app/resources/bank_sync.py

diff --git a/app/apps/export_app/forms.py b/app/apps/export_app/forms.py
index 1581791d..f9b2d229 100644
--- a/app/apps/export_app/forms.py
+++ b/app/apps/export_app/forms.py
@@ -73,6 +73,13 @@ class ExportForm(forms.Form):
         label=_("Automatic Exchange Rates"),
         initial=False,
     )
+    bank_sync = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Bank Sync"),
+        help_text=_("Includes the providers' API keys"),
+        initial=False,
+    )
     rules = forms.BooleanField(
         required=False,
         widget=forms.CheckboxInput(),
@@ -110,6 +117,7 @@ class ExportForm(forms.Form):
             "recurring_transactions",
             "exchange_rates_services",
             "exchange_rates",
+            "bank_sync",
             "rules",
             "dca",
             "import_profiles",
@@ -140,6 +148,12 @@ class RestoreForm(forms.Form):
         required=False, label=_("Automatic Exchange Rates")
     )
     exchange_rates = forms.FileField(required=False, label=_("Exchange Rates"))
+    bank_sync_services = forms.FileField(
+        required=False, label=_("Bank Sync Services")
+    )
+    bank_sync_accounts = forms.FileField(
+        required=False, label=_("Bank Sync Accounts")
+    )
     transaction_rules = forms.FileField(required=False, label=_("Transaction rules"))
     transaction_rules_actions = forms.FileField(
         required=False, label=_("Edit transaction action")
@@ -171,6 +185,8 @@ class RestoreForm(forms.Form):
             "recurring_transactions",
             "automatic_exchange_rates",
             "exchange_rates",
+            "bank_sync_services",
+            "bank_sync_accounts",
             "transaction_rules",
             "transaction_rules_actions",
             "transaction_rules_update_or_create",
diff --git a/app/apps/export_app/resources/bank_sync.py b/app/apps/export_app/resources/bank_sync.py
new file mode 100644
index 00000000..b3a2d4db
--- /dev/null
+++ b/app/apps/export_app/resources/bank_sync.py
@@ -0,0 +1,39 @@
+from import_export import fields, resources, widgets
+
+from apps.accounts.models import Account
+from apps.bank_sync.models import BankSyncAccount, BankSyncService
+
+
+class _AnyOwnerWidget(widgets.ForeignKeyWidget):
+    """By id, across every user.
+
+    The default managers only see the restoring user's rows, and names can clash
+    between users. Ids survive a restore.
+    """
+
+    def get_queryset(self, value, row, *args, **kwargs):
+        return self.model._base_manager.all()
+
+
+class BankSyncServiceResource(resources.ModelResource):
+    class Meta:
+        model = BankSyncService
+
+    def get_queryset(self):
+        return BankSyncService._base_manager.all()
+
+
+class BankSyncAccountResource(resources.ModelResource):
+    service = fields.Field(
+        attribute="service",
+        column_name="service",
+        widget=_AnyOwnerWidget(BankSyncService),
+    )
+    account = fields.Field(
+        attribute="account",
+        column_name="account",
+        widget=_AnyOwnerWidget(Account),
+    )
+
+    class Meta:
+        model = BankSyncAccount
diff --git a/app/apps/export_app/views.py b/app/apps/export_app/views.py
index b60f4a0c..a74e4ae0 100644
--- a/app/apps/export_app/views.py
+++ b/app/apps/export_app/views.py
@@ -15,6 +15,10 @@ from tablib import Dataset
 from apps.common.decorators.htmx import only_htmx
 from apps.export_app.forms import ExportForm, RestoreForm
 from apps.export_app.resources.accounts import AccountResource
+from apps.export_app.resources.bank_sync import (
+    BankSyncAccountResource,
+    BankSyncServiceResource,
+)
 from apps.export_app.resources.currencies import (
     CurrencyResource,
     ExchangeRateResource,
@@ -119,6 +123,9 @@ def export_form(request):
                 )
             if export_exchange_rates:
                 exports.append((ExchangeRateResource().export(), "exchange_rates"))
+            if form.cleaned_data.get("bank_sync"):
+                exports.append((BankSyncServiceResource().export(), "bank_sync_services"))
+                exports.append((BankSyncAccountResource().export(), "bank_sync_accounts"))
             if export_rules:
                 exports.append(
                     (TransactionRuleResource().export(), "transaction_rules")
@@ -235,6 +242,8 @@ def process_imports(request, cleaned_data):
         ("installment_plans", InstallmentPlanResource),
         ("recurring_transactions", RecurringTransactionResource),
         ("transactions", TransactionResource),
+        ("bank_sync_services", BankSyncServiceResource),
+        ("bank_sync_accounts", BankSyncAccountResource),
         ("dca_strategies", DCAStrategyResource),
         ("dca_entries", DCAEntryResource),
         ("import_profiles", ImportProfileResource),