Merge pull request #164

feat: insights page

app/WYGIWYH/urls.py

@@ -49,4 +49,5 @@ urlpatterns = [
     path("", include("apps.dca.urls")),
     path("", include("apps.mini_tools.urls")),
     path("", include("apps.import_app.urls")),
+    path("", include("apps.insights.urls")),
 ]

app/apps/common/widgets/datepicker.py

@@ -227,3 +227,56 @@ class AirMonthYearPickerInput(AirDatePickerInput):
             except (ValueError, KeyError):
                 return None
         return None
+
+
+class AirYearPickerInput(AirDatePickerInput):
+    def __init__(self, attrs=None, format=None, *args, **kwargs):
+        super().__init__(attrs=attrs, format=format, *args, **kwargs)
+        # Store the display format for AirDatepicker
+        self.display_format = "yyyy"
+        # Store the Python format for internal use
+        self.python_format = "%Y"
+
+    def build_attrs(self, base_attrs, extra_attrs=None):
+        attrs = super().build_attrs(base_attrs, extra_attrs)
+
+        # Add data attributes for AirDatepicker configuration
+        attrs["data-now-button-txt"] = _("Today")
+        attrs["data-date-format"] = "yyyy"
+
+        return attrs
+
+    def format_value(self, value):
+        """Format the value for display in the widget."""
+        if value:
+            self.attrs["data-value"] = (
+                value  # We use this to dynamically select the initial date on AirDatePicker
+            )
+
+        if value is None:
+            return ""
+        if isinstance(value, str):
+            try:
+                value = datetime.datetime.strptime(value, "%Y-%m-%d").date()
+            except ValueError:
+                return value
+        if isinstance(value, (datetime.datetime, datetime.date)):
+            # Use Django's date translation
+            return f"{value.year}"
+        return value
+
+    def value_from_datadict(self, data, files, name):
+        """Convert the value from the widget format back to a format Django can handle."""
+        value = super().value_from_datadict(data, files, name)
+        if value:
+            try:
+                # Split the value into month name and year
+                year_str = value
+                year = int(year_str)
+
+                if year:
+                    # Return the first day of the month in Django's expected format
+                    return datetime.date(year, 1, 1).strftime("%Y-%m-%d")
+            except (ValueError, KeyError):
+                return None
+        return None

app/apps/insights/admin.py

@@ -0,0 +1,3 @@
+from django.contrib import admin
+
+# Register your models here.

app/apps/insights/apps.py

@@ -0,0 +1,6 @@
+from django.apps import AppConfig
+
+
+class InsightsConfig(AppConfig):
+    default_auto_field = "django.db.models.BigAutoField"
+    name = "apps.insights"

app/apps/insights/forms.py

@@ -0,0 +1,110 @@
+from crispy_forms.helper import FormHelper
+from crispy_forms.layout import Layout, Field, Row, Column
+from django import forms
+from django.utils.translation import gettext_lazy as _
+
+from apps.common.widgets.datepicker import (
+    AirMonthYearPickerInput,
+    AirYearPickerInput,
+    AirDatePickerInput,
+)
+
+
+class SingleMonthForm(forms.Form):
+    month = forms.DateField(
+        widget=AirMonthYearPickerInput(clear_button=False), label="", required=False
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.disable_csrf = True
+
+        self.helper.layout = Layout(Field("month"))
+
+
+class SingleYearForm(forms.Form):
+    year = forms.DateField(
+        widget=AirYearPickerInput(clear_button=False), label="", required=False
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.disable_csrf = True
+
+        self.helper.layout = Layout(Field("year"))
+
+
+class MonthRangeForm(forms.Form):
+    month_from = forms.DateField(
+        widget=AirMonthYearPickerInput(clear_button=False), label="", required=False
+    )
+    month_to = forms.DateField(
+        widget=AirMonthYearPickerInput(clear_button=False), label="", required=False
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.disable_csrf = True
+
+        self.helper.layout = Layout(
+            Row(
+                Column("month_from", css_class="form-group col-md-6"),
+                Column("month_to", css_class="form-group col-md-6"),
+            ),
+        )
+
+
+class YearRangeForm(forms.Form):
+    year_from = forms.DateField(
+        widget=AirYearPickerInput(clear_button=False), label="", required=False
+    )
+    year_to = forms.DateField(
+        widget=AirYearPickerInput(clear_button=False), label="", required=False
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.disable_csrf = True
+
+        self.helper.layout = Layout(
+            Row(
+                Column("year_from", css_class="form-group col-md-6"),
+                Column("year_to", css_class="form-group col-md-6"),
+            ),
+        )
+
+
+class DateRangeForm(forms.Form):
+    date_from = forms.DateField(
+        widget=AirDatePickerInput(clear_button=False), label="", required=False
+    )
+    date_to = forms.DateField(
+        widget=AirDatePickerInput(clear_button=False), label="", required=False
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.disable_csrf = True
+
+        self.helper.layout = Layout(
+            Row(
+                Column("date_from", css_class="form-group col-md-6"),
+                Column("date_to", css_class="form-group col-md-6"),
+                css_class="mb-0",
+            ),
+        )

app/apps/insights/models.py

@@ -0,0 +1,3 @@
+from django.db import models
+
+# Create your models here.

app/apps/insights/tests.py

@@ -0,0 +1,3 @@
+from django.test import TestCase
+
+# Create your tests here.

app/apps/insights/urls.py

@@ -0,0 +1,17 @@
+from django.urls import path
+
+from . import views
+
+urlpatterns = [
+    path("insights/", views.index, name="insights_index"),
+    path(
+        "insights/sankey/account/",
+        views.sankey_by_account,
+        name="insights_sankey_by_account",
+    ),
+    path(
+        "insights/sankey/currency/",
+        views.sankey_by_currency,
+        name="insights_sankey_by_currency",
+    ),
+]

app/apps/insights/utils/sankey.py

@@ -0,0 +1,248 @@
+from django.utils.translation import gettext_lazy as _
+from decimal import Decimal
+from typing import Dict, List, TypedDict
+
+
+class SankeyNode(TypedDict):
+    name: str
+
+
+class SankeyFlow(TypedDict):
+    from_node: str
+    to_node: str
+    flow: float
+    currency: Dict
+    original_amount: float
+    percentage: float
+
+
+def generate_sankey_data_by_account(transactions_queryset):
+    """
+    Generates Sankey diagram data from transaction queryset using account as intermediary.
+    """
+    nodes: Dict[str, Dict] = {}
+    flows: List[SankeyFlow] = []
+
+    # Aggregate transactions
+    income_data = {}  # {(category, currency, account) -> amount}
+    expense_data = {}  # {(category, currency, account) -> amount}
+    total_income_by_currency = {}  # {currency -> amount}
+    total_expense_by_currency = {}  # {currency -> amount}
+    total_volume_by_currency = {}  # {currency -> amount}
+
+    for transaction in transactions_queryset:
+        currency = transaction.account.currency
+        account = transaction.account
+        category = transaction.category or _("Uncategorized")
+        key = (category, currency, account)
+        amount = transaction.amount
+
+        if transaction.type == "IN":
+            income_data[key] = income_data.get(key, Decimal("0")) + amount
+            total_income_by_currency[currency] = (
+                total_income_by_currency.get(currency, Decimal("0")) + amount
+            )
+        else:
+            expense_data[key] = expense_data.get(key, Decimal("0")) + amount
+            total_expense_by_currency[currency] = (
+                total_expense_by_currency.get(currency, Decimal("0")) + amount
+            )
+
+        total_volume_by_currency[currency] = (
+            total_volume_by_currency.get(currency, Decimal("0")) + amount
+        )
+
+    def get_node_id(node_type: str, name: str, account_id: int) -> str:
+        """Generate unique node ID."""
+        return f"{node_type}_{name}_{account_id}".lower().replace(" ", "_")
+
+    def add_node(node_id: str, display_name: str) -> None:
+        """Add node with both ID and display name."""
+        nodes[node_id] = {"id": node_id, "name": display_name}
+
+    def add_flow(
+        from_node_id: str, to_node_id: str, amount: Decimal, currency, is_income: bool
+    ) -> None:
+        """
+        Add flow with percentage based on total transaction volume for the specific currency.
+        """
+        total_volume = total_volume_by_currency.get(currency, Decimal("0"))
+        percentage = (amount / total_volume) * 100 if total_volume else 0
+        scaled_flow = percentage / 100
+
+        flows.append(
+            {
+                "from_node": from_node_id,
+                "to_node": to_node_id,
+                "flow": float(scaled_flow),
+                "currency": {
+                    "code": currency.code,
+                    "prefix": currency.prefix,
+                    "suffix": currency.suffix,
+                    "decimal_places": currency.decimal_places,
+                },
+                "original_amount": float(amount),
+                "percentage": float(percentage),
+            }
+        )
+
+    # Process income
+    for (category, currency, account), amount in income_data.items():
+        category_node_id = get_node_id("income", category, account.id)
+        account_node_id = get_node_id("account", account.name, account.id)
+        add_node(category_node_id, str(category))
+        add_node(account_node_id, account.name)
+        add_flow(category_node_id, account_node_id, amount, currency, is_income=True)
+
+    # Process expenses
+    for (category, currency, account), amount in expense_data.items():
+        category_node_id = get_node_id("expense", category, account.id)
+        account_node_id = get_node_id("account", account.name, account.id)
+        add_node(category_node_id, str(category))
+        add_node(account_node_id, account.name)
+        add_flow(account_node_id, category_node_id, amount, currency, is_income=False)
+
+    # Calculate and add savings flows
+    savings_data = {}  # {(account, currency) -> amount}
+    for (category, currency, account), amount in income_data.items():
+        key = (account, currency)
+        savings_data[key] = savings_data.get(key, Decimal("0")) + amount
+    for (category, currency, account), amount in expense_data.items():
+        key = (account, currency)
+        savings_data[key] = savings_data.get(key, Decimal("0")) - amount
+
+    for (account, currency), amount in savings_data.items():
+        if amount > 0:
+            account_node_id = get_node_id("account", account.name, account.id)
+            savings_node_id = get_node_id("savings", _("Saved"), account.id)
+            add_node(savings_node_id, str(_("Saved")))
+            add_flow(account_node_id, savings_node_id, amount, currency, is_income=True)
+
+    # Calculate total across all currencies (for reference only)
+    total_amount = sum(float(amount) for amount in total_income_by_currency.values())
+
+    return {
+        "nodes": list(nodes.values()),
+        "flows": flows,
+        "total_amount": total_amount,
+        "total_by_currency": {
+            curr.code: float(amount)
+            for curr, amount in total_income_by_currency.items()
+        },
+    }
+
+
+def generate_sankey_data_by_currency(transactions_queryset):
+    """
+    Generates Sankey diagram data from transaction queryset, using currency as intermediary.
+    """
+    nodes: Dict[str, Dict] = {}
+    flows: List[SankeyFlow] = []
+
+    # Aggregate transactions
+    income_data = {}  # {(category, currency) -> amount}
+    expense_data = {}  # {(category, currency) -> amount}
+    total_income_by_currency = {}  # {currency -> amount}
+    total_expense_by_currency = {}  # {currency -> amount}
+    total_volume_by_currency = {}  # {currency -> amount}
+
+    for transaction in transactions_queryset:
+        currency = transaction.account.currency
+        category = transaction.category or _("Uncategorized")
+        key = (category, currency)
+        amount = transaction.amount
+
+        if transaction.type == "IN":
+            income_data[key] = income_data.get(key, Decimal("0")) + amount
+            total_income_by_currency[currency] = (
+                total_income_by_currency.get(currency, Decimal("0")) + amount
+            )
+        else:
+            expense_data[key] = expense_data.get(key, Decimal("0")) + amount
+            total_expense_by_currency[currency] = (
+                total_expense_by_currency.get(currency, Decimal("0")) + amount
+            )
+
+        total_volume_by_currency[currency] = (
+            total_volume_by_currency.get(currency, Decimal("0")) + amount
+        )
+
+    def get_node_id(node_type: str, name: str, currency_id: int) -> str:
+        """Generate unique node ID including currency information."""
+        return f"{node_type}_{name}_{currency_id}".lower().replace(" ", "_")
+
+    def add_node(node_id: str, display_name: str) -> None:
+        """Add node with both ID and display name."""
+        nodes[node_id] = {"id": node_id, "name": display_name}
+
+    def add_flow(
+        from_node_id: str, to_node_id: str, amount: Decimal, currency, is_income: bool
+    ) -> None:
+        """
+        Add flow with percentage based on total transaction volume for the specific currency.
+        """
+        total_volume = total_volume_by_currency.get(currency, Decimal("0"))
+        percentage = (amount / total_volume) * 100 if total_volume else 0
+        scaled_flow = percentage / 100
+
+        flows.append(
+            {
+                "from_node": from_node_id,
+                "to_node": to_node_id,
+                "flow": float(scaled_flow),
+                "currency": {
+                    "code": currency.code,
+                    "name": currency.name,
+                    "prefix": currency.prefix,
+                    "suffix": currency.suffix,
+                    "decimal_places": currency.decimal_places,
+                },
+                "original_amount": float(amount),
+                "percentage": float(percentage),
+            }
+        )
+
+    # Process income
+    for (category, currency), amount in income_data.items():
+        category_node_id = get_node_id("income", category, currency.id)
+        currency_node_id = get_node_id("currency", currency.name, currency.id)
+        add_node(category_node_id, str(category))
+        add_node(currency_node_id, currency.name)
+        add_flow(category_node_id, currency_node_id, amount, currency, is_income=True)
+
+    # Process expenses
+    for (category, currency), amount in expense_data.items():
+        category_node_id = get_node_id("expense", category, currency.id)
+        currency_node_id = get_node_id("currency", currency.name, currency.id)
+        add_node(category_node_id, str(category))
+        add_node(currency_node_id, currency.name)
+        add_flow(currency_node_id, category_node_id, amount, currency, is_income=False)
+
+    # Calculate and add savings flows
+    savings_data = {}  # {currency -> amount}
+    for (category, currency), amount in income_data.items():
+        savings_data[currency] = savings_data.get(currency, Decimal("0")) + amount
+    for (category, currency), amount in expense_data.items():
+        savings_data[currency] = savings_data.get(currency, Decimal("0")) - amount
+
+    for currency, amount in savings_data.items():
+        if amount > 0:
+            currency_node_id = get_node_id("currency", currency.name, currency.id)
+            savings_node_id = get_node_id("savings", _("Saved"), currency.id)
+            add_node(savings_node_id, str(_("Saved")))
+            add_flow(
+                currency_node_id, savings_node_id, amount, currency, is_income=True
+            )
+
+    # Calculate total across all currencies (for reference only)
+    total_amount = sum(float(amount) for amount in total_income_by_currency.values())
+
+    return {
+        "nodes": list(nodes.values()),
+        "flows": flows,
+        "total_amount": total_amount,
+        "total_by_currency": {
+            curr.name: float(amount)
+            for curr, amount in total_income_by_currency.items()
+        },
+    }

app/apps/insights/utils/transactions.py

@@ -0,0 +1,96 @@
+from django.db.models import Q
+from django.utils import timezone
+
+from dateutil.relativedelta import relativedelta
+
+from apps.transactions.models import Transaction
+from apps.insights.forms import (
+    SingleMonthForm,
+    SingleYearForm,
+    MonthRangeForm,
+    YearRangeForm,
+    DateRangeForm,
+)
+
+
+def get_transactions(request, include_unpaid=True, include_silent=False):
+    transactions = Transaction.objects.all()
+
+    filter_type = request.GET.get("type", None)
+
+    if filter_type is not None:
+        if filter_type == "month":
+            form = SingleMonthForm(request.GET)
+
+            if form.is_valid():
+                month = form.cleaned_data["month"].replace(day=1)
+            else:
+                month = timezone.localdate(timezone.now()).replace(day=1)
+
+            transactions = transactions.filter(
+                reference_date__month=month.month, reference_date__year=month.year
+            )
+        elif filter_type == "year":
+            form = SingleYearForm(request.GET)
+            if form.is_valid():
+                year = form.cleaned_data["year"].replace(day=1, month=1)
+            else:
+                year = timezone.localdate(timezone.now()).replace(day=1, month=1)
+
+            transactions = transactions.filter(reference_date__year=year.year)
+        elif filter_type == "month-range":
+            form = MonthRangeForm(request.GET)
+            if form.is_valid():
+                month_from = form.cleaned_data["month_from"].replace(day=1)
+                month_to = form.cleaned_data["month_to"].replace(day=1)
+            else:
+                month_from = timezone.localdate(timezone.now()).replace(day=1)
+                month_to = (
+                    timezone.localdate(timezone.now()) + relativedelta(months=1)
+                ).replace(day=1)
+
+            transactions = transactions.filter(
+                reference_date__gte=month_from,
+                reference_date__lte=month_to,
+            )
+        elif filter_type == "year-range":
+            form = YearRangeForm(request.GET)
+            if form.is_valid():
+                year_from = form.cleaned_data["year_from"].replace(day=1, month=1)
+                year_to = form.cleaned_data["year_to"].replace(day=31, month=12)
+            else:
+                year_from = timezone.localdate(timezone.now()).replace(day=1, month=1)
+                year_to = (
+                    timezone.localdate(timezone.now()) + relativedelta(years=1)
+                ).replace(day=31, month=12)
+
+            transactions = transactions.filter(
+                reference_date__gte=year_from,
+                reference_date__lte=year_to,
+            )
+        elif filter_type == "date-range":
+            form = DateRangeForm(request.GET)
+            if form.is_valid():
+                date_from = form.cleaned_data["date_from"]
+                date_to = form.cleaned_data["date_to"]
+            else:
+                date_from = timezone.localdate(timezone.now())
+                date_to = timezone.localdate(timezone.now()) + relativedelta(months=1)
+
+            transactions = transactions.filter(
+                date__gte=date_from,
+                date__lte=date_to,
+            )
+    else:  # Default to current month
+        month = timezone.localdate(timezone.now())
+        transactions = transactions.filter(
+            reference_date__month=month.month, reference_date__year=month.year
+        )
+
+    if not include_unpaid:
+        transactions = transactions.filter(is_paid=True)
+
+    if not include_silent:
+        transactions = transactions.exclude(Q(category__mute=True) & ~Q(category=None))
+
+    return transactions

app/apps/insights/views.py

@@ -0,0 +1,94 @@
+from django.contrib.auth.decorators import login_required
+from django.shortcuts import render
+from django.utils import timezone
+from django.views.decorators.http import require_http_methods
+
+from dateutil.relativedelta import relativedelta
+
+from apps.transactions.models import Transaction
+from apps.insights.utils.sankey import (
+    generate_sankey_data_by_account,
+    generate_sankey_data_by_currency,
+)
+from apps.insights.forms import (
+    SingleMonthForm,
+    SingleYearForm,
+    MonthRangeForm,
+    YearRangeForm,
+    DateRangeForm,
+)
+from apps.common.decorators.htmx import only_htmx
+from apps.insights.utils.transactions import get_transactions
+
+
+@login_required
+@require_http_methods(["GET"])
+def index(request):
+    date = timezone.localdate(timezone.now())
+    month_form = SingleMonthForm(initial={"month": date.replace(day=1)})
+    year_form = SingleYearForm(initial={"year": date.replace(day=1)})
+    month_range_form = MonthRangeForm(
+        initial={
+            "month_from": date.replace(day=1),
+            "month_to": date.replace(day=1) + relativedelta(months=1),
+        }
+    )
+    year_range_form = YearRangeForm(
+        initial={
+            "year_from": date.replace(day=1, month=1),
+            "year_to": date.replace(day=1, month=1) + relativedelta(years=1),
+        }
+    )
+    date_range_form = DateRangeForm(
+        initial={
+            "date_from": date,
+            "date_to": date + relativedelta(months=1),
+        }
+    )
+
+    return render(
+        request,
+        "insights/pages/index.html",
+        context={
+            "month_form": month_form,
+            "year_form": year_form,
+            "month_range_form": month_range_form,
+            "year_range_form": year_range_form,
+            "date_range_form": date_range_form,
+        },
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def sankey_by_account(request):
+    # Get filtered transactions
+
+    transactions = get_transactions(request)
+
+    # Generate Sankey data
+    sankey_data = generate_sankey_data_by_account(transactions)
+
+    return render(
+        request,
+        "insights/fragments/sankey.html",
+        {"sankey_data": sankey_data, "type": "account"},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def sankey_by_currency(request):
+    # Get filtered transactions
+    transactions = get_transactions(request)
+
+    # Generate Sankey data
+    sankey_data = generate_sankey_data_by_currency(transactions)
+
+    return render(
+        request,
+        "insights/fragments/sankey.html",
+        {"sankey_data": sankey_data, "type": "currency"},
+    )

app/apps/transactions/views/transactions.py

@@ -555,6 +555,4 @@ def get_recent_transactions(request, filter_type=None):
     for t in queryset:
         data.append({"text": str(t), "value": str(t.id)})
 
-    print(data)
-
     return JsonResponse(data, safe=False)

app/locale/de/LC_MESSAGES/django.po

@@ -2,13 +2,13 @@
 # Copyright (C) YEAR THE PACKAGE'S COPYRIGHT HOLDER
 # This file is distributed under the same license as the PACKAGE package.
 # FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
-#
+# 
 #, fuzzy
 msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-02-15 00:38-0300\n"
+"POT-Creation-Date: 2025-02-16 00:03-0300\n"
 "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
 "Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
 "Language-Team: LANGUAGE <LL@li.org>\n"
@@ -85,7 +85,7 @@ msgstr ""
 #: apps/transactions/forms.py:315 apps/transactions/forms.py:471
 #: apps/transactions/forms.py:716 apps/transactions/models.py:209
 #: apps/transactions/models.py:380 apps/transactions/models.py:562
-#: templates/includes/navbar.html:105 templates/tags/fragments/list.html:5
+#: templates/includes/navbar.html:108 templates/tags/fragments/list.html:5
 #: templates/tags/pages/index.html:4
 msgid "Tags"
 msgstr ""
@@ -114,7 +114,7 @@ msgstr ""
 
 #: apps/accounts/models.py:13 templates/account_groups/fragments/list.html:5
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/navbar.html:115
+#: templates/includes/navbar.html:118
 msgid "Account Groups"
 msgstr ""
 
@@ -162,8 +162,8 @@ msgstr ""
 
 #: apps/accounts/models.py:60 apps/transactions/filters.py:53
 #: templates/accounts/fragments/list.html:5
-#: templates/accounts/pages/index.html:4 templates/includes/navbar.html:111
+#: templates/accounts/pages/index.html:4 templates/includes/navbar.html:114
-#: templates/includes/navbar.html:113
+#: templates/includes/navbar.html:116
 #: templates/monthly_overview/pages/overview.html:94
 #: templates/transactions/fragments/summary.html:12
 #: templates/transactions/pages/transactions.html:72
@@ -332,6 +332,7 @@ msgid "Cache cleared successfully"
 msgstr ""
 
 #: apps/common/widgets/datepicker.py:47 apps/common/widgets/datepicker.py:186
+#: apps/common/widgets/datepicker.py:244
 msgid "Today"
 msgstr ""
 
@@ -386,8 +387,8 @@ msgstr ""
 
 #: apps/currencies/models.py:40 apps/transactions/filters.py:60
 #: templates/currencies/fragments/list.html:5
-#: templates/currencies/pages/index.html:4 templates/includes/navbar.html:119
+#: templates/currencies/pages/index.html:4 templates/includes/navbar.html:122
-#: templates/includes/navbar.html:121
+#: templates/includes/navbar.html:124
 #: templates/monthly_overview/pages/overview.html:81
 #: templates/transactions/fragments/summary.html:8
 #: templates/transactions/pages/transactions.html:59
@@ -416,7 +417,7 @@ msgstr ""
 
 #: apps/currencies/models.py:74 templates/exchange_rates/fragments/list.html:6
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/navbar.html:123
+#: templates/includes/navbar.html:126
 msgid "Exchange Rates"
 msgstr ""
 
@@ -676,7 +677,7 @@ msgstr ""
 
 #: apps/import_app/forms.py:61
 #: templates/import_app/fragments/profiles/list.html:62
-#: templates/includes/navbar.html:131
+#: templates/includes/navbar.html:134
 msgid "Import"
 msgstr ""
 
@@ -744,6 +745,15 @@ msgstr ""
 msgid "Run deleted successfully"
 msgstr ""
 
+#: apps/insights/utils/sankey.py:37 apps/insights/utils/sankey.py:154
+msgid "Uncategorized"
+msgstr ""
+
+#: apps/insights/utils/sankey.py:118 apps/insights/utils/sankey.py:119
+#: apps/insights/utils/sankey.py:234 apps/insights/utils/sankey.py:235
+msgid "Saved"
+msgstr ""
+
 #: apps/rules/forms.py:20
 msgid "Run on creation"
 msgstr ""
@@ -760,7 +770,7 @@ msgstr ""
 msgid "Set field"
 msgstr ""
 
-#: apps/rules/forms.py:65
+#: apps/rules/forms.py:65 templates/insights/fragments/sankey.html:84
 msgid "To"
 msgstr ""
 
@@ -801,7 +811,7 @@ msgstr ""
 
 #: apps/rules/forms.py:165 apps/rules/forms.py:178 apps/rules/models.py:29
 #: apps/rules/models.py:256 apps/transactions/models.py:192
-#: apps/transactions/models.py:551
+#: apps/transactions/models.py:551 templates/insights/fragments/sankey.html:85
 msgid "Amount"
 msgstr ""
 
@@ -828,7 +838,7 @@ msgstr ""
 #: apps/transactions/forms.py:731 apps/transactions/models.py:161
 #: apps/transactions/models.py:214 apps/transactions/models.py:383
 #: apps/transactions/models.py:565 templates/entities/fragments/list.html:5
-#: templates/entities/pages/index.html:4 templates/includes/navbar.html:107
+#: templates/entities/pages/index.html:4 templates/includes/navbar.html:110
 msgid "Entities"
 msgstr ""
 
@@ -982,7 +992,7 @@ msgid "Transaction Type"
 msgstr ""
 
 #: apps/transactions/filters.py:67 templates/categories/fragments/list.html:5
-#: templates/categories/pages/index.html:4 templates/includes/navbar.html:103
+#: templates/categories/pages/index.html:4 templates/includes/navbar.html:106
 msgid "Categories"
 msgstr ""
 
@@ -1119,8 +1129,8 @@ msgstr ""
 msgid "Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:256 templates/includes/navbar.html:54
+#: apps/transactions/models.py:256 templates/includes/navbar.html:57
-#: templates/includes/navbar.html:101
+#: templates/includes/navbar.html:104
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
@@ -1184,7 +1194,7 @@ msgstr ""
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:391 templates/includes/navbar.html:69
+#: apps/transactions/models.py:391 templates/includes/navbar.html:72
 #: templates/installment_plans/fragments/list.html:5
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1227,7 +1237,7 @@ msgstr ""
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:592 templates/includes/navbar.html:71
+#: apps/transactions/models.py:592 templates/includes/navbar.html:74
 #: templates/recurring_transactions/fragments/list.html:5
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
@@ -2070,7 +2080,7 @@ msgid "Edit exchange rate"
 msgstr ""
 
 #: templates/exchange_rates/fragments/list.html:25
-#: templates/includes/navbar.html:58
+#: templates/includes/navbar.html:61
 #: templates/installment_plans/fragments/list.html:21
 #: templates/yearly_overview/pages/overview_by_account.html:92
 #: templates/yearly_overview/pages/overview_by_currency.html:94
@@ -2100,7 +2110,7 @@ msgstr ""
 
 #: templates/exchange_rates_services/fragments/list.html:6
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/navbar.html:133
+#: templates/includes/navbar.html:136
 msgid "Automatic Exchange Rates"
 msgstr ""
 
@@ -2237,52 +2247,56 @@ msgstr ""
 msgid "Current"
 msgstr ""
 
-#: templates/includes/navbar.html:63
+#: templates/includes/navbar.html:50
+msgid "Insights"
+msgstr ""
+
+#: templates/includes/navbar.html:66
 msgid "Trash Can"
 msgstr ""
 
-#: templates/includes/navbar.html:79
+#: templates/includes/navbar.html:82
 msgid "Tools"
 msgstr ""
 
-#: templates/includes/navbar.html:83
+#: templates/includes/navbar.html:86
 msgid "Dollar Cost Average Tracker"
 msgstr ""
 
-#: templates/includes/navbar.html:86
+#: templates/includes/navbar.html:89
 #: templates/mini_tools/unit_price_calculator.html:5
 #: templates/mini_tools/unit_price_calculator.html:10
 msgid "Unit Price Calculator"
 msgstr ""
 
-#: templates/includes/navbar.html:89
+#: templates/includes/navbar.html:92
 #: templates/mini_tools/currency_converter/currency_converter.html:8
 #: templates/mini_tools/currency_converter/currency_converter.html:15
 msgid "Currency Converter"
 msgstr ""
 
-#: templates/includes/navbar.html:98
+#: templates/includes/navbar.html:101
 msgid "Management"
 msgstr ""
 
-#: templates/includes/navbar.html:127
+#: templates/includes/navbar.html:130
 msgid "Automation"
 msgstr ""
 
-#: templates/includes/navbar.html:129 templates/rules/fragments/list.html:5
+#: templates/includes/navbar.html:132 templates/rules/fragments/list.html:5
 #: templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr ""
 
-#: templates/includes/navbar.html:143
+#: templates/includes/navbar.html:146
 msgid "Only use this if you know what you're doing"
 msgstr ""
 
-#: templates/includes/navbar.html:144
+#: templates/includes/navbar.html:147
 msgid "Django Admin"
 msgstr ""
 
-#: templates/includes/navbar.html:153
+#: templates/includes/navbar.html:156
 msgid "Calculator"
 msgstr ""
 
@@ -2314,6 +2328,44 @@ msgstr ""
 msgid "Confirm"
 msgstr ""
 
+#: templates/insights/fragments/sankey.html:83
+msgid "From"
+msgstr ""
+
+#: templates/insights/fragments/sankey.html:86
+msgid "Percentage"
+msgstr ""
+
+#: templates/insights/pages/index.html:33
+msgid "Month"
+msgstr ""
+
+#: templates/insights/pages/index.html:36
+#: templates/yearly_overview/pages/overview_by_account.html:61
+#: templates/yearly_overview/pages/overview_by_currency.html:63
+msgid "Year"
+msgstr ""
+
+#: templates/insights/pages/index.html:39
+msgid "Month Range"
+msgstr ""
+
+#: templates/insights/pages/index.html:42
+msgid "Year Range"
+msgstr ""
+
+#: templates/insights/pages/index.html:45
+msgid "Date Range"
+msgstr ""
+
+#: templates/insights/pages/index.html:74
+msgid "Account Flow"
+msgstr ""
+
+#: templates/insights/pages/index.html:81
+msgid "Currency Flow"
+msgstr ""
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr ""
@@ -2678,8 +2730,3 @@ msgstr ""
 #: templates/yearly_overview/pages/overview_by_currency.html:9
 msgid "Yearly Overview"
 msgstr ""
-
-#: templates/yearly_overview/pages/overview_by_account.html:61
-#: templates/yearly_overview/pages/overview_by_currency.html:63
-msgid "Year"
-msgstr ""

app/locale/nl/LC_MESSAGES/django.po

@@ -8,7 +8,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-02-15 00:42-0300\n"
+"POT-Creation-Date: 2025-02-16 00:03-0300\n"
 "PO-Revision-Date: 2025-02-12 06:58+0100\n"
 "Last-Translator: Dimitri Decrock <dimitri@fam-decrock.eu>\n"
 "Language-Team: \n"
@@ -86,7 +86,7 @@ msgstr "Categorie"
 #: apps/transactions/forms.py:315 apps/transactions/forms.py:471
 #: apps/transactions/forms.py:716 apps/transactions/models.py:209
 #: apps/transactions/models.py:380 apps/transactions/models.py:562
-#: templates/includes/navbar.html:105 templates/tags/fragments/list.html:5
+#: templates/includes/navbar.html:108 templates/tags/fragments/list.html:5
 #: templates/tags/pages/index.html:4
 msgid "Tags"
 msgstr "Labels"
@@ -115,7 +115,7 @@ msgstr "Accountgroep"
 
 #: apps/accounts/models.py:13 templates/account_groups/fragments/list.html:5
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/navbar.html:115
+#: templates/includes/navbar.html:118
 msgid "Account Groups"
 msgstr "Accountgroepen"
 
@@ -167,8 +167,8 @@ msgstr "Rekening"
 
 #: apps/accounts/models.py:60 apps/transactions/filters.py:53
 #: templates/accounts/fragments/list.html:5
-#: templates/accounts/pages/index.html:4 templates/includes/navbar.html:111
+#: templates/accounts/pages/index.html:4 templates/includes/navbar.html:114
-#: templates/includes/navbar.html:113
+#: templates/includes/navbar.html:116
 #: templates/monthly_overview/pages/overview.html:94
 #: templates/transactions/fragments/summary.html:12
 #: templates/transactions/pages/transactions.html:72
@@ -338,6 +338,7 @@ msgid "Cache cleared successfully"
 msgstr "Categorie succesvol bijgewerkt"
 
 #: apps/common/widgets/datepicker.py:47 apps/common/widgets/datepicker.py:186
+#: apps/common/widgets/datepicker.py:244
 msgid "Today"
 msgstr "Vandaag"
 
@@ -392,8 +393,8 @@ msgstr "Cijfers na de komma"
 
 #: apps/currencies/models.py:40 apps/transactions/filters.py:60
 #: templates/currencies/fragments/list.html:5
-#: templates/currencies/pages/index.html:4 templates/includes/navbar.html:119
+#: templates/currencies/pages/index.html:4 templates/includes/navbar.html:122
-#: templates/includes/navbar.html:121
+#: templates/includes/navbar.html:124
 #: templates/monthly_overview/pages/overview.html:81
 #: templates/transactions/fragments/summary.html:8
 #: templates/transactions/pages/transactions.html:59
@@ -422,7 +423,7 @@ msgstr "Datum en Tijd"
 
 #: apps/currencies/models.py:74 templates/exchange_rates/fragments/list.html:6
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/navbar.html:123
+#: templates/includes/navbar.html:126
 msgid "Exchange Rates"
 msgstr "Wisselkoersen"
 
@@ -696,7 +697,7 @@ msgstr "Selecteer een bestand"
 
 #: apps/import_app/forms.py:61
 #: templates/import_app/fragments/profiles/list.html:62
-#: templates/includes/navbar.html:131
+#: templates/includes/navbar.html:134
 msgid "Import"
 msgstr "Importeer"
 
@@ -764,6 +765,19 @@ msgstr "Importrun met succes in de wachtrij geplaatst"
 msgid "Run deleted successfully"
 msgstr "Run met succes verwijderd"
 
+#: apps/insights/utils/sankey.py:37 apps/insights/utils/sankey.py:154
+#, fuzzy
+#| msgid "Categories"
+msgid "Uncategorized"
+msgstr "Categorieën"
+
+#: apps/insights/utils/sankey.py:118 apps/insights/utils/sankey.py:119
+#: apps/insights/utils/sankey.py:234 apps/insights/utils/sankey.py:235
+#, fuzzy
+#| msgid "Save"
+msgid "Saved"
+msgstr "Opslaan"
+
 #: apps/rules/forms.py:20
 msgid "Run on creation"
 msgstr "Uitvoeren na het aanmaken"
@@ -780,7 +794,7 @@ msgstr "Als..."
 msgid "Set field"
 msgstr "Veld instellen"
 
-#: apps/rules/forms.py:65
+#: apps/rules/forms.py:65 templates/insights/fragments/sankey.html:84
 msgid "To"
 msgstr "Naar"
 
@@ -821,7 +835,7 @@ msgstr "Referentiedatum"
 
 #: apps/rules/forms.py:165 apps/rules/forms.py:178 apps/rules/models.py:29
 #: apps/rules/models.py:256 apps/transactions/models.py:192
-#: apps/transactions/models.py:551
+#: apps/transactions/models.py:551 templates/insights/fragments/sankey.html:85
 msgid "Amount"
 msgstr "Bedrag"
 
@@ -848,7 +862,7 @@ msgstr "Interne ID"
 #: apps/transactions/forms.py:731 apps/transactions/models.py:161
 #: apps/transactions/models.py:214 apps/transactions/models.py:383
 #: apps/transactions/models.py:565 templates/entities/fragments/list.html:5
-#: templates/entities/pages/index.html:4 templates/includes/navbar.html:107
+#: templates/entities/pages/index.html:4 templates/includes/navbar.html:110
 msgid "Entities"
 msgstr "Bedrijven"
 
@@ -1005,7 +1019,7 @@ msgid "Transaction Type"
 msgstr "Soort transactie"
 
 #: apps/transactions/filters.py:67 templates/categories/fragments/list.html:5
-#: templates/categories/pages/index.html:4 templates/includes/navbar.html:103
+#: templates/categories/pages/index.html:4 templates/includes/navbar.html:106
 msgid "Categories"
 msgstr "Categorieën"
 
@@ -1148,8 +1162,8 @@ msgstr "Verwijderd Op"
 msgid "Transaction"
 msgstr "Verrichting"
 
-#: apps/transactions/models.py:256 templates/includes/navbar.html:54
+#: apps/transactions/models.py:256 templates/includes/navbar.html:57
-#: templates/includes/navbar.html:101
+#: templates/includes/navbar.html:104
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
@@ -1217,7 +1231,7 @@ msgstr "Terugkeerpatroon"
 msgid "Installment Amount"
 msgstr "Termijnbedrag"
 
-#: apps/transactions/models.py:391 templates/includes/navbar.html:69
+#: apps/transactions/models.py:391 templates/includes/navbar.html:72
 #: templates/installment_plans/fragments/list.html:5
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1260,7 +1274,7 @@ msgstr "Laatste Gegenereerde Datum"
 msgid "Last Generated Reference Date"
 msgstr "Laatste Gegenereerde Referentiedatum"
 
-#: apps/transactions/models.py:592 templates/includes/navbar.html:71
+#: apps/transactions/models.py:592 templates/includes/navbar.html:74
 #: templates/recurring_transactions/fragments/list.html:5
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
@@ -2103,7 +2117,7 @@ msgid "Edit exchange rate"
 msgstr "Wisselkoers bewerken"
 
 #: templates/exchange_rates/fragments/list.html:25
-#: templates/includes/navbar.html:58
+#: templates/includes/navbar.html:61
 #: templates/installment_plans/fragments/list.html:21
 #: templates/yearly_overview/pages/overview_by_account.html:92
 #: templates/yearly_overview/pages/overview_by_currency.html:94
@@ -2133,7 +2147,7 @@ msgstr "Paginanavigatie"
 
 #: templates/exchange_rates_services/fragments/list.html:6
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/navbar.html:133
+#: templates/includes/navbar.html:136
 msgid "Automatic Exchange Rates"
 msgstr "Automatische Wisselkoersen"
 
@@ -2271,52 +2285,56 @@ msgstr "Netto Waarde"
 msgid "Current"
 msgstr "Huidige"
 
-#: templates/includes/navbar.html:63
+#: templates/includes/navbar.html:50
+msgid "Insights"
+msgstr ""
+
+#: templates/includes/navbar.html:66
 msgid "Trash Can"
 msgstr "Prullenbak"
 
-#: templates/includes/navbar.html:79
+#: templates/includes/navbar.html:82
 msgid "Tools"
 msgstr "Hulpmiddelen"
 
-#: templates/includes/navbar.html:83
+#: templates/includes/navbar.html:86
 msgid "Dollar Cost Average Tracker"
 msgstr "Dollar Kostgemiddelde Tracker"
 
-#: templates/includes/navbar.html:86
+#: templates/includes/navbar.html:89
 #: templates/mini_tools/unit_price_calculator.html:5
 #: templates/mini_tools/unit_price_calculator.html:10
 msgid "Unit Price Calculator"
 msgstr "Eenheidsprijs berekenen"
 
-#: templates/includes/navbar.html:89
+#: templates/includes/navbar.html:92
 #: templates/mini_tools/currency_converter/currency_converter.html:8
 #: templates/mini_tools/currency_converter/currency_converter.html:15
 msgid "Currency Converter"
 msgstr "Valuta omrekenen"
 
-#: templates/includes/navbar.html:98
+#: templates/includes/navbar.html:101
 msgid "Management"
 msgstr "Beheer"
 
-#: templates/includes/navbar.html:127
+#: templates/includes/navbar.html:130
 msgid "Automation"
 msgstr "Automatisatie"
 
-#: templates/includes/navbar.html:129 templates/rules/fragments/list.html:5
+#: templates/includes/navbar.html:132 templates/rules/fragments/list.html:5
 #: templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr "Regels"
 
-#: templates/includes/navbar.html:143
+#: templates/includes/navbar.html:146
 msgid "Only use this if you know what you're doing"
 msgstr "Gebruik dit alleen als je weet wat je doet"
 
-#: templates/includes/navbar.html:144
+#: templates/includes/navbar.html:147
 msgid "Django Admin"
 msgstr "Django Beheerder"
 
-#: templates/includes/navbar.html:153
+#: templates/includes/navbar.html:156
 msgid "Calculator"
 msgstr "Rekenmachine"
 
@@ -2350,6 +2368,54 @@ msgstr "Annuleer"
 msgid "Confirm"
 msgstr "Bevestig"
 
+#: templates/insights/fragments/sankey.html:83
+msgid "From"
+msgstr ""
+
+#: templates/insights/fragments/sankey.html:86
+msgid "Percentage"
+msgstr ""
+
+#: templates/insights/pages/index.html:33
+#, fuzzy
+#| msgid "Monthly"
+msgid "Month"
+msgstr "Maandelijks"
+
+#: templates/insights/pages/index.html:36
+#: templates/yearly_overview/pages/overview_by_account.html:61
+#: templates/yearly_overview/pages/overview_by_currency.html:63
+msgid "Year"
+msgstr "Jaar"
+
+#: templates/insights/pages/index.html:39
+#, fuzzy
+#| msgid "Unchanged"
+msgid "Month Range"
+msgstr "Ongewijzigd"
+
+#: templates/insights/pages/index.html:42
+msgid "Year Range"
+msgstr ""
+
+#: templates/insights/pages/index.html:45
+#, fuzzy
+#| msgid "Date and Time"
+msgid "Date Range"
+msgstr "Datum en Tijd"
+
+#: templates/insights/pages/index.html:74
+#, fuzzy
+#| msgid "Account"
+msgid "Account Flow"
+msgstr "Rekening"
+
+#: templates/insights/pages/index.html:81
+#, fuzzy
+#| msgid "Currency Code"
+msgid "Currency Flow"
+msgstr "Munteenheids Code"
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr "Afbetalingsplan toevoegen"
@@ -2723,11 +2789,6 @@ msgstr "Bedragen tonen"
 msgid "Yearly Overview"
 msgstr "Jaaroverzicht"
 
-#: templates/yearly_overview/pages/overview_by_account.html:61
-#: templates/yearly_overview/pages/overview_by_currency.html:63
-msgid "Year"
-msgstr "Jaar"
-
 #, fuzzy
 #~| msgid "Start Date"
 #~ msgid "Search Date"

app/locale/pt_BR/LC_MESSAGES/django.po

@@ -8,8 +8,8 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-02-15 00:38-0300\n"
+"POT-Creation-Date: 2025-02-16 00:03-0300\n"
-"PO-Revision-Date: 2025-02-15 00:39-0300\n"
+"PO-Revision-Date: 2025-02-16 00:04-0300\n"
 "Last-Translator: Herculino Trotta\n"
 "Language-Team: \n"
 "Language: pt_BR\n"
@@ -86,7 +86,7 @@ msgstr "Categoria"
 #: apps/transactions/forms.py:315 apps/transactions/forms.py:471
 #: apps/transactions/forms.py:716 apps/transactions/models.py:209
 #: apps/transactions/models.py:380 apps/transactions/models.py:562
-#: templates/includes/navbar.html:105 templates/tags/fragments/list.html:5
+#: templates/includes/navbar.html:108 templates/tags/fragments/list.html:5
 #: templates/tags/pages/index.html:4
 msgid "Tags"
 msgstr "Tags"
@@ -115,7 +115,7 @@ msgstr "Grupo da Conta"
 
 #: apps/accounts/models.py:13 templates/account_groups/fragments/list.html:5
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/navbar.html:115
+#: templates/includes/navbar.html:118
 msgid "Account Groups"
 msgstr "Grupos da Conta"
 
@@ -166,8 +166,8 @@ msgstr "Conta"
 
 #: apps/accounts/models.py:60 apps/transactions/filters.py:53
 #: templates/accounts/fragments/list.html:5
-#: templates/accounts/pages/index.html:4 templates/includes/navbar.html:111
+#: templates/accounts/pages/index.html:4 templates/includes/navbar.html:114
-#: templates/includes/navbar.html:113
+#: templates/includes/navbar.html:116
 #: templates/monthly_overview/pages/overview.html:94
 #: templates/transactions/fragments/summary.html:12
 #: templates/transactions/pages/transactions.html:72
@@ -336,6 +336,7 @@ msgid "Cache cleared successfully"
 msgstr "Cache limpo com sucesso"
 
 #: apps/common/widgets/datepicker.py:47 apps/common/widgets/datepicker.py:186
+#: apps/common/widgets/datepicker.py:244
 msgid "Today"
 msgstr "Hoje"
 
@@ -390,8 +391,8 @@ msgstr "Casas Decimais"
 
 #: apps/currencies/models.py:40 apps/transactions/filters.py:60
 #: templates/currencies/fragments/list.html:5
-#: templates/currencies/pages/index.html:4 templates/includes/navbar.html:119
+#: templates/currencies/pages/index.html:4 templates/includes/navbar.html:122
-#: templates/includes/navbar.html:121
+#: templates/includes/navbar.html:124
 #: templates/monthly_overview/pages/overview.html:81
 #: templates/transactions/fragments/summary.html:8
 #: templates/transactions/pages/transactions.html:59
@@ -420,7 +421,7 @@ msgstr "Data e Tempo"
 
 #: apps/currencies/models.py:74 templates/exchange_rates/fragments/list.html:6
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/navbar.html:123
+#: templates/includes/navbar.html:126
 msgid "Exchange Rates"
 msgstr "Taxas de Câmbio"
 
@@ -690,7 +691,7 @@ msgstr "Selecione um arquivo"
 
 #: apps/import_app/forms.py:61
 #: templates/import_app/fragments/profiles/list.html:62
-#: templates/includes/navbar.html:131
+#: templates/includes/navbar.html:134
 msgid "Import"
 msgstr "Importar"
 
@@ -758,6 +759,15 @@ msgstr "Importação adicionada à fila com sucesso"
 msgid "Run deleted successfully"
 msgstr "Importação apagada com sucesso"
 
+#: apps/insights/utils/sankey.py:37 apps/insights/utils/sankey.py:154
+msgid "Uncategorized"
+msgstr "Sem categoria"
+
+#: apps/insights/utils/sankey.py:118 apps/insights/utils/sankey.py:119
+#: apps/insights/utils/sankey.py:234 apps/insights/utils/sankey.py:235
+msgid "Saved"
+msgstr "Salvo"
+
 #: apps/rules/forms.py:20
 msgid "Run on creation"
 msgstr "Rodar na criação"
@@ -774,7 +784,7 @@ msgstr "Se..."
 msgid "Set field"
 msgstr "Definir campo"
 
-#: apps/rules/forms.py:65
+#: apps/rules/forms.py:65 templates/insights/fragments/sankey.html:84
 msgid "To"
 msgstr "Para"
 
@@ -815,7 +825,7 @@ msgstr "Data de Referência"
 
 #: apps/rules/forms.py:165 apps/rules/forms.py:178 apps/rules/models.py:29
 #: apps/rules/models.py:256 apps/transactions/models.py:192
-#: apps/transactions/models.py:551
+#: apps/transactions/models.py:551 templates/insights/fragments/sankey.html:85
 msgid "Amount"
 msgstr "Quantia"
 
@@ -842,7 +852,7 @@ msgstr "ID Interna"
 #: apps/transactions/forms.py:731 apps/transactions/models.py:161
 #: apps/transactions/models.py:214 apps/transactions/models.py:383
 #: apps/transactions/models.py:565 templates/entities/fragments/list.html:5
-#: templates/entities/pages/index.html:4 templates/includes/navbar.html:107
+#: templates/entities/pages/index.html:4 templates/includes/navbar.html:110
 msgid "Entities"
 msgstr "Entidades"
 
@@ -998,7 +1008,7 @@ msgid "Transaction Type"
 msgstr "Tipo de Transação"
 
 #: apps/transactions/filters.py:67 templates/categories/fragments/list.html:5
-#: templates/categories/pages/index.html:4 templates/includes/navbar.html:103
+#: templates/categories/pages/index.html:4 templates/includes/navbar.html:106
 msgid "Categories"
 msgstr "Categorias"
 
@@ -1140,8 +1150,8 @@ msgstr "Apagado Em"
 msgid "Transaction"
 msgstr "Transação"
 
-#: apps/transactions/models.py:256 templates/includes/navbar.html:54
+#: apps/transactions/models.py:256 templates/includes/navbar.html:57
-#: templates/includes/navbar.html:101
+#: templates/includes/navbar.html:104
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
@@ -1205,7 +1215,7 @@ msgstr "Recorrência"
 msgid "Installment Amount"
 msgstr "Valor da Parcela"
 
-#: apps/transactions/models.py:391 templates/includes/navbar.html:69
+#: apps/transactions/models.py:391 templates/includes/navbar.html:72
 #: templates/installment_plans/fragments/list.html:5
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1248,7 +1258,7 @@ msgstr "Última data gerada"
 msgid "Last Generated Reference Date"
 msgstr "Última data de referência gerada"
 
-#: apps/transactions/models.py:592 templates/includes/navbar.html:71
+#: apps/transactions/models.py:592 templates/includes/navbar.html:74
 #: templates/recurring_transactions/fragments/list.html:5
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
@@ -2092,7 +2102,7 @@ msgid "Edit exchange rate"
 msgstr "Editar taxa de câmbio"
 
 #: templates/exchange_rates/fragments/list.html:25
-#: templates/includes/navbar.html:58
+#: templates/includes/navbar.html:61
 #: templates/installment_plans/fragments/list.html:21
 #: templates/yearly_overview/pages/overview_by_account.html:92
 #: templates/yearly_overview/pages/overview_by_currency.html:94
@@ -2122,7 +2132,7 @@ msgstr "Navegação por página"
 
 #: templates/exchange_rates_services/fragments/list.html:6
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/navbar.html:133
+#: templates/includes/navbar.html:136
 msgid "Automatic Exchange Rates"
 msgstr "Taxas de Câmbio Automáticas"
 
@@ -2261,52 +2271,56 @@ msgstr "Patrimônio"
 msgid "Current"
 msgstr "Atual"
 
-#: templates/includes/navbar.html:63
+#: templates/includes/navbar.html:50
+msgid "Insights"
+msgstr "Insights"
+
+#: templates/includes/navbar.html:66
 msgid "Trash Can"
 msgstr "Lixeira"
 
-#: templates/includes/navbar.html:79
+#: templates/includes/navbar.html:82
 msgid "Tools"
 msgstr "Ferramentas"
 
-#: templates/includes/navbar.html:83
+#: templates/includes/navbar.html:86
 msgid "Dollar Cost Average Tracker"
 msgstr "Rastreador de Custo Médio Ponderado"
 
-#: templates/includes/navbar.html:86
+#: templates/includes/navbar.html:89
 #: templates/mini_tools/unit_price_calculator.html:5
 #: templates/mini_tools/unit_price_calculator.html:10
 msgid "Unit Price Calculator"
 msgstr "Calculadora de preço unitário"
 
-#: templates/includes/navbar.html:89
+#: templates/includes/navbar.html:92
 #: templates/mini_tools/currency_converter/currency_converter.html:8
 #: templates/mini_tools/currency_converter/currency_converter.html:15
 msgid "Currency Converter"
 msgstr "Conversor de Moeda"
 
-#: templates/includes/navbar.html:98
+#: templates/includes/navbar.html:101
 msgid "Management"
 msgstr "Gerenciar"
 
-#: templates/includes/navbar.html:127
+#: templates/includes/navbar.html:130
 msgid "Automation"
 msgstr "Automação"
 
-#: templates/includes/navbar.html:129 templates/rules/fragments/list.html:5
+#: templates/includes/navbar.html:132 templates/rules/fragments/list.html:5
 #: templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr "Regras"
 
-#: templates/includes/navbar.html:143
+#: templates/includes/navbar.html:146
 msgid "Only use this if you know what you're doing"
 msgstr "Só use isso se você souber o que está fazendo"
 
-#: templates/includes/navbar.html:144
+#: templates/includes/navbar.html:147
 msgid "Django Admin"
 msgstr "Django Admin"
 
-#: templates/includes/navbar.html:153
+#: templates/includes/navbar.html:156
 msgid "Calculator"
 msgstr "Calculadora"
 
@@ -2339,6 +2353,44 @@ msgstr "Cancelar"
 msgid "Confirm"
 msgstr "Confirmar"
 
+#: templates/insights/fragments/sankey.html:83
+msgid "From"
+msgstr "De"
+
+#: templates/insights/fragments/sankey.html:86
+msgid "Percentage"
+msgstr "Porcentagem"
+
+#: templates/insights/pages/index.html:33
+msgid "Month"
+msgstr "Mês"
+
+#: templates/insights/pages/index.html:36
+#: templates/yearly_overview/pages/overview_by_account.html:61
+#: templates/yearly_overview/pages/overview_by_currency.html:63
+msgid "Year"
+msgstr "Ano"
+
+#: templates/insights/pages/index.html:39
+msgid "Month Range"
+msgstr "Intervalo de Mês"
+
+#: templates/insights/pages/index.html:42
+msgid "Year Range"
+msgstr "Intervalo de Ano"
+
+#: templates/insights/pages/index.html:45
+msgid "Date Range"
+msgstr "Intervalo de Data"
+
+#: templates/insights/pages/index.html:74
+msgid "Account Flow"
+msgstr "Fluxo de Conta"
+
+#: templates/insights/pages/index.html:81
+msgid "Currency Flow"
+msgstr "Fluxo de Moeda"
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr "Adicionar parcelamento"
@@ -2709,11 +2761,6 @@ msgstr "Mostrar valores"
 msgid "Yearly Overview"
 msgstr "Visão Anual"
 
-#: templates/yearly_overview/pages/overview_by_account.html:61
-#: templates/yearly_overview/pages/overview_by_currency.html:63
-msgid "Year"
-msgstr "Ano"
-
 #, fuzzy
 #~| msgid "Tags"
 #~ msgid "No Tags"
@@ -2913,9 +2960,6 @@ msgstr "Ano"
 #~ msgid "Is an asset account?"
 #~ msgstr "É uma conta de ativos?"
 
-#~ msgid "Month"
-#~ msgstr "Mês"
-
 #~ msgid ""
 #~ "This transaction is part of a Installment Plan, you can't delete it "
 #~ "directly."

app/templates/includes/navbar.html

@@ -46,8 +46,11 @@
                    href="{% url 'net_worth_projected' %}">{% translate 'Projected' %}</a></li>
           </ul>
         </li>
+        <li class="nav-item">
+          <a class="nav-link {% active_link views='insights_index' %}" href="{% url 'insights_index' %}">{% trans 'Insights' %}</a>
+        </li>
         <li class="nav-item dropdown">
-          <a class="nav-link dropdown-toggle {% active_link views='installment_plans_index||recurring_trasanctions_index||transactions_all_index' %}"
+          <a class="nav-link dropdown-toggle {% active_link views='installment_plans_index||recurring_trasanctions_index||transactions_all_index||transactions_trash_index' %}"
              href="#" role="button"
              data-bs-toggle="dropdown"
              aria-expanded="false">
@@ -91,7 +94,7 @@
           </ul>
         </li>
         <li class="nav-item dropdown">
-          <a class="nav-link dropdown-toggle {% active_link views='tags_index||entities_index||categories_index||accounts_index||account_groups_index||currencies_index||exchange_rates_index||rules_index' %}"
+          <a class="nav-link dropdown-toggle {% active_link views='tags_index||entities_index||categories_index||accounts_index||account_groups_index||currencies_index||exchange_rates_index||rules_index||import_profiles_index||automatic_exchange_rates_index' %}"
              href="#" role="button"
              data-bs-toggle="dropdown"
              aria-expanded="false">

app/templates/includes/scripts/hyperscript/init_date_picker.html

@@ -17,6 +17,10 @@
       for x in datepickers
         MonthYearPicker(it)
       end
+      set datepickers to <.airyearpickerinput/> in me
+      for x in datepickers
+        YearPicker(it)
+      end
     end
   end
 </script>

app/templates/insights/fragments/sankey.html

@@ -0,0 +1,120 @@
+{% load i18n %}
+
+{% if type == 'account' %}
+<div class="show-loading" hx-get="{% url 'insights_sankey_by_account' %}" hx-trigger="updated from:window" hx-swap="outerHTML" hx-include="#picker-form, #picker-type">
+{% else %}
+<div class="show-loading" hx-get="{% url 'insights_sankey_by_currency' %}" hx-trigger="updated from:window" hx-swap="outerHTML" hx-include="#picker-form, #picker-type">
+{% endif %}
+  <div class="chart-container position-relative tw-min-h-[60vh] tw-max-h-[60vh] tw-h-full tw-w-full"
+       id="sankeyContainer"
+       _="init call setupSankeyChart() end">
+    <canvas id="sankeyChart"></canvas>
+  </div>
+</div>
+
+<script>
+    var data = {{ sankey_data|safe }};
+
+    function setupSankeyChart(chartId = 'sankeyChart') {
+        function formatCurrency(value, currency) {
+            return new Intl.NumberFormat(undefined, {
+                minimumFractionDigits: currency.decimal_places,
+                maximumFractionDigits: currency.decimal_places
+            }).format(value);
+        }
+
+        // Create labels object mapping node IDs to display names
+        const labels = data.nodes.reduce((acc, node) => {
+            acc[node.id] = node.name;
+            return acc;
+        }, {});
+
+        // Define colors for each node based on its type
+        const colors = {};
+        data.nodes.forEach(node => {
+            if (node.id.startsWith('income_')) {
+                colors[node.id] = '#4dde80';  // Green for income
+            } else if (node.id.startsWith('expense_')) {
+                colors[node.id] = '#f87171';  // Red for expenses
+            } else {
+                colors[node.id] = '#fbb700';  // Primary for others
+            }
+        });
+
+        // Color getter functions
+        const getColor = (nodeId) => colors[nodeId];
+        const getHover = (nodeId) => colors[nodeId];
+
+        // Format data for Chart.js
+        const chartData = {
+            datasets: [{
+                data: data.flows.map(flow => ({
+                    from: flow.from_node,
+                    to: flow.to_node,
+                    flow: flow.flow
+                })),
+                labels: labels,
+                colorFrom: (c) => getColor(c.dataset.data[c.dataIndex].from),
+                colorTo: (c) => getColor(c.dataset.data[c.dataIndex].to),
+                hoverColorFrom: (c) => getHover(c.dataset.data[c.dataIndex].from),
+                hoverColorTo: (c) => getHover(c.dataset.data[c.dataIndex].to),
+                colorMode: 'gradient',
+                alpha: 0.5,
+                size: 'max',
+                color: "white"
+            }]
+        };
+
+        const config = {
+            type: 'sankey',
+            data: chartData,
+            options: {
+                responsive: true,
+                maintainAspectRatio: false,
+                plugins: {
+                    tooltip: {
+                        callbacks: {
+                            label: (context) => {
+                                const flow = data.flows[context.dataIndex];
+                                const fromNode = data.nodes.find(n => n.id === flow.from_node);
+                                const toNode = data.nodes.find(n => n.id === flow.to_node);
+                                const formattedValue = formatCurrency(flow.original_amount, flow.currency);
+                                return [
+                                    `{% trans 'From' %}: ${fromNode.name}`,
+                                    `{% trans 'To' %}: ${toNode.name}`,
+                                    `{% trans 'Amount' %}: ${flow.currency.prefix}${formattedValue}${flow.currency.suffix}`,
+                                    `{% trans 'Percentage' %}: ${flow.percentage.toFixed(2)}%`
+                                ];
+                            }
+                        }
+                    },
+                    legend: {
+                        display: false
+                    },
+                    title: {
+                        display: false,
+                    }
+                }
+            }
+        };
+
+        // Destroy existing chart if it exists
+        const existingChart = Chart.getChart(chartId);
+        if (existingChart) {
+            existingChart.destroy();
+        }
+
+        // Create new chart
+        var chart = new Chart(
+            document.getElementById(chartId),
+            config
+        );
+        window.addEventListener('resize', () => {
+            chart.resize();
+        });
+        document.addEventListener('fullscreenchange', function () {
+            console.log('oi');
+            chart.resize();
+        });
+    }
+</script>

app/templates/insights/pages/index.html

@@ -0,0 +1,94 @@
+{% extends "layouts/base.html" %}
+{% load crispy_forms_tags %}
+{% load i18n %}
+
+{% block content %}
+  <div class="container-fluid">
+    <div class="row my-3">
+      <div class="col-lg-2 col-md-3 mb-3 mb-md-0">
+        <div class="">
+          <div class="mb-2 w-100 d-lg-inline-flex d-grid gap-2 flex-wrap justify-content-lg-center" role="group"
+               _="on change
+                    set type to event.target.value
+                    add .tw-hidden to <#picker-form > div:not(.tw-hidden)/>
+
+                    if type == 'month'
+                      remove .tw-hidden from #month-form
+                    end
+                    if type == 'year'
+                      remove .tw-hidden from #year-form
+                    end
+                    if type == 'month-range'
+                      remove .tw-hidden from #month-range-form
+                    end
+                    if type == 'year-range'
+                      remove .tw-hidden from #year-range-form
+                    end
+                    if type == 'date-range'
+                      remove .tw-hidden from #date-range-form
+                    end
+                    then trigger updated"
+               id="picker-type">
+            <input type="radio" class="btn-check" name="type" value="month" id="monthradio" autocomplete="off" checked>
+            <label class="btn btn-sm btn-outline-primary flex-grow-1" for="monthradio">{% translate 'Month' %}</label>
+
+            <input type="radio" class="btn-check" name="type" value="year" id="yearradio" autocomplete="off">
+            <label class="btn btn-sm btn-outline-primary flex-grow-1" for="yearradio">{% translate 'Year' %}</label>
+
+            <input type="radio" class="btn-check" name="type" value="month-range" id="monthrangeradio" autocomplete="off">
+            <label class="btn btn-sm btn-outline-primary flex-grow-1" for="monthrangeradio">{% translate 'Month Range' %}</label>
+
+            <input type="radio" class="btn-check" name="type" value="year-range" id="yearrangeradio" autocomplete="off">
+            <label class="btn btn-sm btn-outline-primary flex-grow-1" for="yearrangeradio">{% translate 'Year Range' %}</label>
+
+            <input type="radio" class="btn-check" name="type" value="date-range" id="daterangeradio" autocomplete="off">
+            <label class="btn btn-sm btn-outline-primary flex-grow-1" for="daterangeradio">{% translate 'Date Range' %}</label>
+          </div>
+          <form id="picker-form"
+               _="install init_datepicker
+                  on change trigger updated">
+            <div id="month-form" class="">
+              {% crispy month_form %}
+            </div>
+            <div id="year-form" class="tw-hidden">
+              {% crispy year_form %}
+            </div>
+            <div id="month-range-form" class="tw-hidden">
+              {% crispy month_range_form %}
+            </div>
+            <div id="year-range-form" class="tw-hidden">
+              {% crispy year_range_form %}
+            </div>
+            <div id="date-range-form" class="tw-hidden">
+              {% crispy date_range_form %}
+            </div>
+          </form>
+        </div>
+        <hr class="mt-0">
+        <div class="nav flex-column nav-pills" id="v-pills-tab" role="tablist"
+             aria-orientation="vertical">
+          <button class="nav-link" id="v-pills-tab" data-bs-toggle="pill" data-bs-target="#v-pills-content"
+                  type="button" role="tab" aria-controls="v-pills-content" aria-selected="false"
+                  hx-get="{% url 'insights_sankey_by_account' %}" hx-include="#picker-form, #picker-type"
+                  hx-indicator="#tab-content"
+                  hx-target="#tab-content">{% trans 'Account Flow' %}
+          </button>
+          <button class="nav-link" id="v-pills-tab" data-bs-toggle="pill" data-bs-target="#v-pills-content"
+                  type="button" role="tab" aria-controls="v-pills-content" aria-selected="false"
+                  hx-get="{% url 'insights_sankey_by_currency' %}"
+                  hx-include="#picker-form, #picker-type"
+                  hx-indicator="#tab-content"
+                  hx-target="#tab-content">{% trans 'Currency Flow' %}
+          </button>
+        </div>
+      </div>
+      <div class="col-md-9 col-lg-10">
+        <div class="tab-content w-100" id="v-pills-tabContent">
+          <div class="tab-pane fade" id="v-pills-content" role="tabpanel" tabindex="0">
+            <div id="tab-content" class="show-loading"></div>
+          </div>
+        </div>
+      </div>
+    </div>
+  </div>
+{% endblock %}

frontend/package-lock.json

@@ -24,6 +24,7 @@
         "babel-loader": "^8.2.3",
         "bootstrap": "^5.3.3",
         "chart.js": "^4.4.6",
+        "chartjs-chart-sankey": "^0.14.0",
         "clean-webpack-plugin": "^4.0.0",
         "copy-webpack-plugin": "^11.0.0",
         "core-js": "^3.20.3",
@@ -3235,6 +3236,15 @@
         "pnpm": ">=8"
       }
     },
+    "node_modules/chartjs-chart-sankey": {
+      "version": "0.14.0",
+      "resolved": "https://registry.npmjs.org/chartjs-chart-sankey/-/chartjs-chart-sankey-0.14.0.tgz",
+      "integrity": "sha512-MrU3lE73TE9kALy4MjWFlfcwf4R1EN/DBvhHxmv9n4AHap//JLKjlJTLIZwHsUjDsYo0B8PuMkrJODwfirEZUA==",
+      "license": "MIT",
+      "peerDependencies": {
+        "chart.js": ">=3.3.0"
+      }
+    },
     "node_modules/chokidar": {
       "version": "3.6.0",
       "resolved": "https://registry.npmjs.org/chokidar/-/chokidar-3.6.0.tgz",

frontend/package.json

@@ -37,6 +37,7 @@
     "babel-loader": "^8.2.3",
     "bootstrap": "^5.3.3",
     "chart.js": "^4.4.6",
+    "chartjs-chart-sankey": "^0.14.0",
     "clean-webpack-plugin": "^4.0.0",
     "copy-webpack-plugin": "^11.0.0",
     "core-js": "^3.20.3",

frontend/src/application/charts.js

@@ -1,2 +1,5 @@
 import Chart from 'chart.js/auto';
+import {SankeyController, Flow} from 'chartjs-chart-sankey';
+
+Chart.register(SankeyController, Flow);
 window.Chart = Chart;

frontend/src/application/datepicker.js

@@ -168,3 +168,75 @@ window.MonthYearPicker = function createDynamicDatePicker(element) {
     }
     return new AirDatepicker(element, opts);
 };
+
+window.YearPicker = function createDynamicDatePicker(element) {
+    let todayButton = {
+        content: element.dataset.nowButtonTxt,
+        onClick: (dp) => {
+            let date = new Date();
+            dp.selectDate(date, {updateTime: true});
+            dp.setViewDate(date);
+        }
+    }
+
+    let isOnMobile = isMobile();
+
+    let baseOpts = {
+        isMobile: isOnMobile,
+        view: 'years',
+        minView: 'years',
+        dateFormat: 'yyyy',
+        autoClose: element.dataset.autoClose === 'true',
+        buttons: element.dataset.clearButton === 'true' ? ['clear', todayButton] : [todayButton],
+        locale: locales[element.dataset.language],
+        onSelect: ({date, formattedDate, datepicker}) => {
+            const _event = new CustomEvent("change", {
+                bubbles: true,
+            });
+            datepicker.$el.dispatchEvent(_event);
+        }
+    };
+
+    const positionConfig = !isOnMobile ? {
+        position({$datepicker, $target, $pointer, done}) {
+            let popper = createPopper($target, $datepicker, {
+                placement: 'bottom',
+                modifiers: [
+                    {
+                        name: 'flip',
+                        options: {
+                            padding: {
+                                top: 64
+                            }
+                        }
+                    },
+                    {
+                        name: 'offset',
+                        options: {
+                            offset: [0, 20]
+                        }
+                    },
+                    {
+                        name: 'arrow',
+                        options: {
+                            element: $pointer
+                        }
+                    }
+                ]
+            });
+
+            return function completeHide() {
+                popper.destroy();
+                done();
+            };
+        }
+    } : {};
+
+    let opts = {...baseOpts, ...positionConfig};
+
+    if (element.dataset.value) {
+        opts["selectedDates"] = [new Date(element.dataset.value  + "T00:00:00")];
+        opts["startDate"] = [new Date(element.dataset.value  + "T00:00:00")];
+    }
+    return new AirDatepicker(element, opts);
+};