Transfers are still two transactions, now linked to each other:
- shown as one item in lists, with each side's amount, account,
category and tags ("Combine transfers" user setting, on by default)
- date, reference date, paid and mute stay in sync between sides
- edit opens the transfer form; delete, restore, duplicate and bulk
actions act on both sides
- transfers made by the transfer form now trigger rules for each side
Recurring and quick transactions gain a Transfer type, with a "To
account" and optional "To amount", generating linked transfers. A
transfer can be converted into either.
Existing transfers are left as they are, since there is no reliable
way to pair them.
ImportProfile and ImportRun had no owner, and neither the web views nor the
REST viewsets filtered by the requesting user, so any authenticated user could
read, edit and delete every other user's import profiles and runs
(GHSA-q668-h56g-mfp4).
- ImportProfile is now a SharedObject, with share and take-ownership views
like transaction rules; the global unique constraint on name is dropped.
- ImportRun is now an OwnedObject owned by the uploader, so runs made with a
shared profile stay private to whoever ran them.
- Existing runs are backfilled with the owner of their imported
transactions; existing profiles stay unowned and usable by everyone.
The rules endpoints were one instance of a pattern repeated across every
SharedObject-backed app. Route the rest through the same helper.
DCA entries were the worst case and are strictly wider than the reported
rules bug: DCAEntry has an unscoped default manager, so filtering by
strategy__id alone reached entries on strategies the caller could not see
at all. No public or shared strategy was needed -- only a guessable
integer. strategy_entry_add/edit/delete now resolve through the parent
strategy with via="strategy".
Every SharedObject delete view carried an inverted condition:
if obj.owner != request.user and request.user in obj.shared_with.all():
obj.shared_with.remove(request.user)
else:
obj.delete()
An object its owner had made public matched neither branch's intent and
fell through to delete(), so any authenticated user could destroy it.
Confirmed reachable for accounts, account groups, categories, tags,
entities and DCA strategies. The owner now deletes, a shared user revokes
only their own access, and anyone else gets a 403.
The API viewsets had no object-level check at all. DjangoModelPermissions
gated them shut for ordinary users, who hold no model permissions, so this
was not reachable in a default install -- but the check belongs there
regardless, and a user granted change_account in the admin could write any
visible account. SharedObjectPermission adds it for the SharedObject
viewsets, leaving reads to SharedObjectManager.
account_toggle_untracked only flips the calling user's own row in the
untracked_by m2m, so it takes READ rather than EDIT.
Refs GHSA-83g9-vjqf-2j5q
- Personal API tokens (model, user-settings UI, admin, management command,
DRF auth class) for non-interactive API access from automations like n8n.
Raw token shown once; only a SHA-256 hash is stored; last_used_at writes
are throttled.
- OAuth2 authorization server via django-oauth-toolkit with authorization
server metadata and optional, off-by-default Dynamic Client Registration
(RFC 7591), so remote OAuth/MCP clients can authenticate and self-register.
- Tests for token auth, DCR gating and the management commands, plus
.env.example and README documentation.
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Fix AttributeError when serializing transactions with null categories.
The to_representation method now checks for None before accessing
category properties, returning None instead of crashing.
Fixes issue where API returns 500 error when retrieving transactions
without assigned categories.
Herculino Trotta
obervinovandClaude Opus 4.8
icovada
Herculino Trotta
Sera Pikalov