locale(Portuguese (Brazil)): update translation

Currently translated at 100.0% (585 of 585 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/pt_BR/

README.md

@@ -13,6 +13,7 @@
   <a href="#key-features">Features</a> •
   <a href="#how-to-use">Usage</a> •
   <a href="#how-it-works">How</a> •
+  <a href="#help-us-translate-wygiwyh">Translate</a> •
   <a href="#caveats-and-warnings">Caveats and Warnings</a> •
   <a href="#built-with">Built with</a>
 </p>
@@ -133,6 +134,14 @@ To create the first user, open the container's console using Unraid's UI, by cli
 
 Check out our [Wiki](https://github.com/eitchtee/WYGIWYH/wiki) for more information.
 
+# Help us translate WYGIWYH!
+<a href="https://translations.herculino.com/engage/wygiwyh/">
+<img src="https://translations.herculino.com/widget/wygiwyh/open-graph.png" alt="Translation status" />
+</a>
+
+> [!NOTE]
+> Login with your github account
+
 # Caveats and Warnings
 
 - I'm not an accountant, some terms and even calculations might be wrong. Make sure to open an issue if you see anything that could be improved.

app/WYGIWYH/settings.py

@@ -55,6 +55,7 @@ INSTALLED_APPS = [
     "hijack",
     "hijack.contrib.admin",
     "django_filters",
+    "import_export",
     "apps.users.apps.UsersConfig",
     "procrastinate.contrib.django",
     "apps.transactions.apps.TransactionsConfig",
@@ -63,6 +64,7 @@ INSTALLED_APPS = [
     "apps.common.apps.CommonConfig",
     "apps.net_worth.apps.NetWorthConfig",
     "apps.import_app.apps.ImportConfig",
+    "apps.export_app.apps.ExportConfig",
     "apps.api.apps.ApiConfig",
     "cachalot",
     "rest_framework",
@@ -161,6 +163,7 @@ AUTH_USER_MODEL = "users.User"
 
 LANGUAGE_CODE = "en"
 LANGUAGES = (
+    ("de", "Deutsch"),
     ("en", "English"),
     ("nl", "Nederlands"),
     ("pt-br", "Português (Brasil)"),

app/WYGIWYH/urls.py

@@ -49,5 +49,6 @@ urlpatterns = [
     path("", include("apps.dca.urls")),
     path("", include("apps.mini_tools.urls")),
     path("", include("apps.import_app.urls")),
+    path("", include("apps.export_app.urls")),
     path("", include("apps.insights.urls")),
 ]

app/apps/common/widgets/datepicker.py

@@ -19,6 +19,8 @@ class AirDatePickerInput(widgets.DateInput):
         format=None,
         clear_button=True,
         auto_close=True,
+        read_only=True,
+        toggle_selected=None,
         *args,
         **kwargs,
     ):
@@ -26,6 +28,10 @@ class AirDatePickerInput(widgets.DateInput):
         super().__init__(attrs=attrs, format=format, *args, **kwargs)
         self.clear_button = clear_button
         self.auto_close = auto_close
+        self.read_only = read_only
+        self.toggle_selected = (
+            toggle_selected if isinstance(toggle_selected, bool) else self.clear_button
+        )
 
     @staticmethod
     def _get_current_language():
@@ -47,9 +53,13 @@ class AirDatePickerInput(widgets.DateInput):
         attrs["data-now-button-txt"] = _("Today")
         attrs["data-auto-close"] = str(self.auto_close).lower()
         attrs["data-clear-button"] = str(self.clear_button).lower()
+        attrs["data-toggle-selected"] = str(self.toggle_selected).lower()
         attrs["data-language"] = self._get_current_language()
         attrs["data-date-format"] = django_to_airdatepicker_datetime(self._get_format())
 
+        if self.read_only:
+            attrs["readonly"] = True
+
         return attrs
 
     def format_value(self, value):
@@ -89,6 +99,8 @@ class AirDateTimePickerInput(widgets.DateTimeInput):
         timepicker=True,
         clear_button=True,
         auto_close=True,
+        read_only=True,
+        toggle_selected=None,
         *args,
         **kwargs,
     ):
@@ -97,6 +109,10 @@ class AirDateTimePickerInput(widgets.DateTimeInput):
         self.timepicker = timepicker
         self.clear_button = clear_button
         self.auto_close = auto_close
+        self.read_only = read_only
+        self.toggle_selected = (
+            toggle_selected if isinstance(toggle_selected, bool) else self.clear_button
+        )
 
     @staticmethod
     def _get_current_language():
@@ -123,11 +139,15 @@ class AirDateTimePickerInput(widgets.DateTimeInput):
         attrs["data-now-button-txt"] = _("Now")
         attrs["data-timepicker"] = str(self.timepicker).lower()
         attrs["data-auto-close"] = str(self.auto_close).lower()
+        attrs["data-toggle-selected"] = str(self.toggle_selected).lower()
         attrs["data-clear-button"] = str(self.clear_button).lower()
         attrs["data-language"] = self._get_current_language()
         attrs["data-date-format"] = date_format
         attrs["data-time-format"] = time_format
 
+        if self.read_only:
+            attrs["readonly"] = True
+
         return attrs
 
     def format_value(self, value):

app/apps/currencies/exchange_rates/fetcher.py

@@ -6,8 +6,10 @@ from django.utils import timezone
 
 from apps.currencies.exchange_rates.providers import (
     SynthFinanceProvider,
+    SynthFinanceStockProvider,
     CoinGeckoFreeProvider,
     CoinGeckoProProvider,
+    TransitiveRateProvider,
 )
 from apps.currencies.models import ExchangeRateService, ExchangeRate, Currency
 
@@ -17,8 +19,10 @@ logger = logging.getLogger(__name__)
 # Map service types to provider classes
 PROVIDER_MAPPING = {
     "synth_finance": SynthFinanceProvider,
+    "synth_finance_stock": SynthFinanceStockProvider,
     "coingecko_free": CoinGeckoFreeProvider,
     "coingecko_pro": CoinGeckoProProvider,
+    "transitive": TransitiveRateProvider,
 }
 
 

app/apps/currencies/exchange_rates/providers.py

@@ -3,11 +3,11 @@ import time
 
 import requests
 from decimal import Decimal
-from typing import Tuple, List
+from typing import Tuple, List, Optional, Dict
 
 from django.db.models import QuerySet
 
-from apps.currencies.models import Currency
+from apps.currencies.models import Currency, ExchangeRate
 from apps.currencies.exchange_rates.base import ExchangeRateProvider
 
 logger = logging.getLogger(__name__)
@@ -150,3 +150,159 @@ class CoinGeckoProProvider(CoinGeckoFreeProvider):
         super().__init__(api_key)
         self.session = requests.Session()
         self.session.headers.update({"x-cg-pro-api-key": api_key})
+
+
+class SynthFinanceStockProvider(ExchangeRateProvider):
+    """Implementation for Synth Finance API Real-Time Prices endpoint (synthfinance.com)"""
+
+    BASE_URL = "https://api.synthfinance.com/tickers"
+    rates_inverted = True
+
+    def __init__(self, api_key: str = None):
+        super().__init__(api_key)
+        self.session = requests.Session()
+        self.session.headers.update(
+            {"Authorization": f"Bearer {self.api_key}", "accept": "application/json"}
+        )
+
+    def get_rates(
+        self, target_currencies: QuerySet, exchange_currencies: set
+    ) -> List[Tuple[Currency, Currency, Decimal]]:
+        results = []
+
+        for currency in target_currencies:
+            if currency.exchange_currency not in exchange_currencies:
+                continue
+
+            try:
+                # Same currency has rate of 1
+                if currency.code == currency.exchange_currency.code:
+                    rate = Decimal("1")
+                    results.append((currency.exchange_currency, currency, rate))
+                    continue
+
+                # Fetch real-time price for this ticker
+                response = self.session.get(
+                    f"{self.BASE_URL}/{currency.code}/real-time"
+                )
+                response.raise_for_status()
+                data = response.json()
+
+                # Use fair market value as the rate
+                rate = Decimal(data["data"]["fair_market_value"])
+                results.append((currency.exchange_currency, currency, rate))
+
+                # Log API usage
+                credits_used = data["meta"]["credits_used"]
+                credits_remaining = data["meta"]["credits_remaining"]
+                logger.info(
+                    f"Synth Finance API call for {currency.code}: {credits_used} credits used, {credits_remaining} remaining"
+                )
+            except requests.RequestException as e:
+                logger.error(
+                    f"Error fetching rate from Synth Finance API for ticker {currency.code}: {e}",
+                    exc_info=True,
+                )
+            except KeyError as e:
+                logger.error(
+                    f"Unexpected response structure from Synth Finance API for ticker {currency.code}: {e}",
+                    exc_info=True,
+                )
+            except Exception as e:
+                logger.error(
+                    f"Unexpected error processing Synth Finance data for ticker {currency.code}: {e}",
+                    exc_info=True,
+                )
+
+        return results
+
+
+class TransitiveRateProvider(ExchangeRateProvider):
+    """Calculates exchange rates through paths of existing rates"""
+
+    rates_inverted = True
+
+    def __init__(self, api_key: str = None):
+        super().__init__(api_key)  # API key not needed but maintaining interface
+
+    @classmethod
+    def requires_api_key(cls) -> bool:
+        return False
+
+    def get_rates(
+        self, target_currencies: QuerySet, exchange_currencies: set
+    ) -> List[Tuple[Currency, Currency, Decimal]]:
+        results = []
+
+        # Get recent rates for building the graph
+        recent_rates = ExchangeRate.objects.all()
+
+        # Build currency graph
+        currency_graph = self._build_currency_graph(recent_rates)
+
+        for target in target_currencies:
+            if (
+                not target.exchange_currency
+                or target.exchange_currency not in exchange_currencies
+            ):
+                continue
+
+            # Find path and calculate rate
+            from_id = target.exchange_currency.id
+            to_id = target.id
+
+            path, rate = self._find_conversion_path(currency_graph, from_id, to_id)
+
+            if path and rate:
+                path_codes = [Currency.objects.get(id=cid).code for cid in path]
+                logger.info(
+                    f"Found conversion path: {' -> '.join(path_codes)}, rate: {rate}"
+                )
+                results.append((target.exchange_currency, target, rate))
+            else:
+                logger.debug(
+                    f"No conversion path found for {target.exchange_currency.code}->{target.code}"
+                )
+
+        return results
+
+    @staticmethod
+    def _build_currency_graph(rates) -> Dict[int, Dict[int, Decimal]]:
+        """Build a graph representation of currency relationships"""
+        graph = {}
+
+        for rate in rates:
+            # Add both directions to make the graph bidirectional
+            if rate.from_currency_id not in graph:
+                graph[rate.from_currency_id] = {}
+            graph[rate.from_currency_id][rate.to_currency_id] = rate.rate
+
+            if rate.to_currency_id not in graph:
+                graph[rate.to_currency_id] = {}
+            graph[rate.to_currency_id][rate.from_currency_id] = Decimal("1") / rate.rate
+
+        return graph
+
+    @staticmethod
+    def _find_conversion_path(
+        graph, from_id, to_id
+    ) -> Tuple[Optional[list], Optional[Decimal]]:
+        """Find the shortest path between currencies using breadth-first search"""
+        if from_id not in graph or to_id not in graph:
+            return None, None
+
+        queue = [(from_id, [from_id], Decimal("1"))]
+        visited = {from_id}
+
+        while queue:
+            current, path, current_rate = queue.pop(0)
+
+            if current == to_id:
+                return path, current_rate
+
+            for neighbor, rate in graph.get(current, {}).items():
+                if neighbor not in visited:
+                    visited.add(neighbor)
+                    queue.append((neighbor, path + [neighbor], current_rate * rate))
+
+        return None, None

app/apps/currencies/migrations/0012_alter_exchangerateservice_service_type.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.6 on 2025-03-02 01:28
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0011_remove_exchangerateservice_fetch_interval_hours_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='exchangerateservice',
+            name='service_type',
+            field=models.CharField(choices=[('synth_finance', 'Synth Finance'), ('synth_finance_stock', 'Synth Finance Stock'), ('coingecko_free', 'CoinGecko (Demo/Free)'), ('coingecko_pro', 'CoinGecko (Pro)')], max_length=255, verbose_name='Service Type'),
+        ),
+    ]

app/apps/currencies/migrations/0013_alter_exchangerateservice_service_type.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.6 on 2025-03-02 01:58
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0012_alter_exchangerateservice_service_type'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='exchangerateservice',
+            name='service_type',
+            field=models.CharField(choices=[('synth_finance', 'Synth Finance'), ('synth_finance_stock', 'Synth Finance Stock'), ('coingecko_free', 'CoinGecko (Demo/Free)'), ('coingecko_pro', 'CoinGecko (Pro)'), ('transitive', 'Transitive (Calculated from Existing Rates)')], max_length=255, verbose_name='Service Type'),
+        ),
+    ]

app/apps/currencies/models.py

@@ -92,8 +92,10 @@ class ExchangeRateService(models.Model):
 
     class ServiceType(models.TextChoices):
         SYNTH_FINANCE = "synth_finance", "Synth Finance"
+        SYNTH_FINANCE_STOCK = "synth_finance_stock", "Synth Finance Stock"
         COINGECKO_FREE = "coingecko_free", "CoinGecko (Demo/Free)"
         COINGECKO_PRO = "coingecko_pro", "CoinGecko (Pro)"
+        TRANSITIVE = "transitive", "Transitive (Calculated from Existing Rates)"
 
     class IntervalType(models.TextChoices):
         ON = "on", _("On")
@@ -204,11 +206,11 @@ class ExchangeRateService(models.Model):
                         }
                     )
                 hours = int(self.fetch_interval)
-                if hours < 0 or hours > 23:
+                if hours < 1 or hours > 24:
                     raise ValidationError(
                         {
                             "fetch_interval": _(
-                                "'Every X hours' interval must be between 0 and 23."
+                                "'Every X hours' interval must be between 1 and 24."
                             )
                         }
                     )

app/apps/export_app/admin.py

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

app/apps/export_app/apps.py

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

app/apps/export_app/forms.py

@@ -0,0 +1,189 @@
+from crispy_forms.bootstrap import FormActions
+from crispy_forms.helper import FormHelper
+from crispy_forms.layout import Layout, HTML
+from django import forms
+from django.utils.translation import gettext_lazy as _
+
+from apps.common.widgets.crispy.submit import NoClassSubmit
+
+
+class ExportForm(forms.Form):
+    accounts = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Accounts"),
+        initial=True,
+    )
+    currencies = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Currencies"),
+        initial=True,
+    )
+    transactions = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Transactions"),
+        initial=True,
+    )
+    categories = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Categories"),
+        initial=True,
+    )
+    tags = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Tags"),
+        initial=False,
+    )
+    entities = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Entities"),
+        initial=False,
+    )
+    recurring_transactions = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Recurring Transactions"),
+        initial=True,
+    )
+    installment_plans = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Installment Plans"),
+        initial=True,
+    )
+    exchange_rates = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Exchange Rates"),
+        initial=False,
+    )
+    exchange_rates_services = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Automatic Exchange Rates"),
+        initial=False,
+    )
+    rules = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Rules"),
+        initial=True,
+    )
+    dca = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("DCA"),
+        initial=False,
+    )
+    import_profiles = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Import Profiles"),
+        initial=True,
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+        self.helper.layout = Layout(
+            "accounts",
+            "currencies",
+            "transactions",
+            "categories",
+            "entities",
+            "tags",
+            "installment_plans",
+            "recurring_transactions",
+            "exchange_rates_services",
+            "exchange_rates",
+            "rules",
+            "dca",
+            "import_profiles",
+            FormActions(
+                NoClassSubmit(
+                    "submit", _("Export"), css_class="btn btn-outline-primary w-100"
+                ),
+            ),
+        )
+
+
+class RestoreForm(forms.Form):
+    zip_file = forms.FileField(
+        required=False,
+        help_text=_("Import a ZIP file exported from WYGIWYH"),
+        label=_("ZIP File"),
+    )
+    accounts = forms.FileField(required=False, label=_("Accounts"))
+    currencies = forms.FileField(required=False, label=_("Currencies"))
+    transactions_categories = forms.FileField(required=False, label=_("Categories"))
+    transactions_tags = forms.FileField(required=False, label=_("Tags"))
+    transactions_entities = forms.FileField(required=False, label=_("Entities"))
+    transactions = forms.FileField(required=False, label=_("Transactions"))
+    installment_plans = forms.FileField(required=False, label=_("Installment Plans"))
+    recurring_transactions = forms.FileField(
+        required=False, label=_("Recurring Transactions")
+    )
+    automatic_exchange_rates = forms.FileField(
+        required=False, label=_("Automatic Exchange Rates")
+    )
+    exchange_rates = forms.FileField(required=False, label=_("Exchange Rates"))
+    transaction_rules = forms.FileField(required=False, label=_("Transaction rules"))
+    transaction_rules_actions = forms.FileField(
+        required=False, label=_("Edit transaction action")
+    )
+    transaction_rules_update_or_create = forms.FileField(
+        required=False, label=_("Update or create transaction actions")
+    )
+    dca_strategies = forms.FileField(required=False, label=_("DCA Strategies"))
+    dca_entries = forms.FileField(required=False, label=_("DCA Entries"))
+    import_profiles = forms.FileField(required=False, label=_("Import Profiles"))
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+        self.helper.layout = Layout(
+            "zip_file",
+            HTML("<hr />"),
+            "accounts",
+            "currencies",
+            "transactions",
+            "transactions_categories",
+            "transactions_entities",
+            "transactions_tags",
+            "installment_plans",
+            "recurring_transactions",
+            "automatic_exchange_rates",
+            "exchange_rates",
+            "transaction_rules",
+            "transaction_rules_actions",
+            "transaction_rules_update_or_create",
+            "dca_strategies",
+            "dca_entries",
+            "import_profiles",
+            FormActions(
+                NoClassSubmit(
+                    "submit", _("Restore"), css_class="btn btn-outline-primary w-100"
+                ),
+            ),
+        )
+
+    def clean(self):
+        cleaned_data = super().clean()
+        if not cleaned_data.get("zip_file") and not any(
+            cleaned_data.get(field) for field in self.fields if field != "zip_file"
+        ):
+            raise forms.ValidationError(
+                _("Please upload either a ZIP file or at least one CSV file")
+            )
+        return cleaned_data

app/apps/export_app/models.py

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

app/apps/export_app/resources/accounts.py

@@ -0,0 +1,26 @@
+from import_export import fields, resources, widgets
+
+from apps.accounts.models import Account, AccountGroup
+from apps.export_app.widgets.foreign_key import AutoCreateForeignKeyWidget
+from apps.currencies.models import Currency
+
+
+class AccountResource(resources.ModelResource):
+    group = fields.Field(
+        attribute="group",
+        column_name="group",
+        widget=AutoCreateForeignKeyWidget(AccountGroup, "name"),
+    )
+    currency = fields.Field(
+        attribute="currency",
+        column_name="currency",
+        widget=widgets.ForeignKeyWidget(Currency, "name"),
+    )
+    exchange_currency = fields.Field(
+        attribute="exchange_currency",
+        column_name="exchange_currency",
+        widget=widgets.ForeignKeyWidget(Currency, "name"),
+    )
+
+    class Meta:
+        model = Account

app/apps/export_app/resources/currencies.py

@@ -0,0 +1,52 @@
+from import_export import fields, resources, widgets
+
+from apps.accounts.models import Account
+from apps.currencies.models import Currency, ExchangeRate, ExchangeRateService
+from apps.export_app.widgets.foreign_key import SkipMissingForeignKeyWidget
+from apps.export_app.widgets.numbers import UniversalDecimalWidget
+
+
+class CurrencyResource(resources.ModelResource):
+    exchange_currency = fields.Field(
+        attribute="exchange_currency",
+        column_name="exchange_currency",
+        widget=SkipMissingForeignKeyWidget(Currency, "name"),
+    )
+
+    class Meta:
+        model = Currency
+
+
+class ExchangeRateResource(resources.ModelResource):
+    from_currency = fields.Field(
+        attribute="from_currency",
+        column_name="from_currency",
+        widget=widgets.ForeignKeyWidget(Currency, "name"),
+    )
+    to_currency = fields.Field(
+        attribute="to_currency",
+        column_name="to_currency",
+        widget=widgets.ForeignKeyWidget(Currency, "name"),
+    )
+    rate = fields.Field(
+        attribute="rate", column_name="rate", widget=UniversalDecimalWidget()
+    )
+
+    class Meta:
+        model = ExchangeRate
+
+
+class ExchangeRateServiceResource(resources.ModelResource):
+    target_currencies = fields.Field(
+        attribute="target_currencies",
+        column_name="target_currencies",
+        widget=widgets.ManyToManyWidget(Currency, field="name"),
+    )
+    target_accounts = fields.Field(
+        attribute="target_accounts",
+        column_name="target_accounts",
+        widget=widgets.ManyToManyWidget(Account, field="name"),
+    )
+
+    class Meta:
+        model = ExchangeRateService

app/apps/export_app/resources/dca.py

@@ -0,0 +1,38 @@
+from import_export import fields, resources
+from import_export.widgets import ForeignKeyWidget
+
+from apps.dca.models import DCAStrategy, DCAEntry
+from apps.currencies.models import Currency
+from apps.export_app.widgets.numbers import UniversalDecimalWidget
+
+
+class DCAStrategyResource(resources.ModelResource):
+    target_currency = fields.Field(
+        attribute="target_currency",
+        column_name="target_currency",
+        widget=ForeignKeyWidget(Currency, "name"),
+    )
+    payment_currency = fields.Field(
+        attribute="payment_currency",
+        column_name="payment_currency",
+        widget=ForeignKeyWidget(Currency, "name"),
+    )
+
+    class Meta:
+        model = DCAStrategy
+
+
+class DCAEntryResource(resources.ModelResource):
+    amount_paid = fields.Field(
+        attribute="amount_paid",
+        column_name="amount_paid",
+        widget=UniversalDecimalWidget(),
+    )
+    amount_received = fields.Field(
+        attribute="amount_received",
+        column_name="amount_received",
+        widget=UniversalDecimalWidget(),
+    )
+
+    class Meta:
+        model = DCAEntry

app/apps/export_app/resources/import_app.py

@@ -0,0 +1,8 @@
+from import_export import resources
+
+from apps.import_app.models import ImportProfile
+
+
+class ImportProfileResource(resources.ModelResource):
+    class Meta:
+        model = ImportProfile

app/apps/export_app/resources/rules.py

@@ -0,0 +1,25 @@
+from import_export import fields, resources
+from import_export.widgets import ForeignKeyWidget
+
+from apps.export_app.widgets.foreign_key import AutoCreateForeignKeyWidget
+from apps.export_app.widgets.many_to_many import AutoCreateManyToManyWidget
+from apps.rules.models import (
+    TransactionRule,
+    TransactionRuleAction,
+    UpdateOrCreateTransactionRuleAction,
+)
+
+
+class TransactionRuleResource(resources.ModelResource):
+    class Meta:
+        model = TransactionRule
+
+
+class TransactionRuleActionResource(resources.ModelResource):
+    class Meta:
+        model = TransactionRuleAction
+
+
+class UpdateOrCreateTransactionRuleResource(resources.ModelResource):
+    class Meta:
+        model = UpdateOrCreateTransactionRuleAction

app/apps/export_app/resources/transactions.py

@@ -0,0 +1,143 @@
+from import_export import fields, resources
+from import_export.widgets import ForeignKeyWidget
+
+from apps.accounts.models import Account
+from apps.export_app.widgets.foreign_key import AutoCreateForeignKeyWidget
+from apps.export_app.widgets.many_to_many import AutoCreateManyToManyWidget
+from apps.export_app.widgets.string import EmptyStringToNoneField
+from apps.transactions.models import (
+    Transaction,
+    TransactionCategory,
+    TransactionTag,
+    TransactionEntity,
+    RecurringTransaction,
+    InstallmentPlan,
+)
+from apps.export_app.widgets.numbers import UniversalDecimalWidget
+
+
+class TransactionResource(resources.ModelResource):
+    account = fields.Field(
+        attribute="account",
+        column_name="account",
+        widget=ForeignKeyWidget(Account, "name"),
+    )
+
+    category = fields.Field(
+        attribute="category",
+        column_name="category",
+        widget=AutoCreateForeignKeyWidget(TransactionCategory, "name"),
+    )
+
+    tags = fields.Field(
+        attribute="tags",
+        column_name="tags",
+        widget=AutoCreateManyToManyWidget(TransactionTag, field="name"),
+    )
+
+    entities = fields.Field(
+        attribute="entities",
+        column_name="entities",
+        widget=AutoCreateManyToManyWidget(TransactionEntity, field="name"),
+    )
+
+    internal_id = EmptyStringToNoneField(
+        column_name="internal_id", attribute="internal_id"
+    )
+
+    amount = fields.Field(
+        attribute="amount",
+        column_name="amount",
+        widget=UniversalDecimalWidget(),
+    )
+
+    class Meta:
+        model = Transaction
+
+    def get_queryset(self):
+        return Transaction.all_objects.all()
+
+
+class TransactionTagResource(resources.ModelResource):
+    class Meta:
+        model = TransactionTag
+
+
+class TransactionEntityResource(resources.ModelResource):
+    class Meta:
+        model = TransactionEntity
+
+
+class TransactionCategoyResource(resources.ModelResource):
+    class Meta:
+        model = TransactionCategory
+
+
+class RecurringTransactionResource(resources.ModelResource):
+    account = fields.Field(
+        attribute="account",
+        column_name="account",
+        widget=ForeignKeyWidget(Account, "name"),
+    )
+
+    category = fields.Field(
+        attribute="category",
+        column_name="category",
+        widget=AutoCreateForeignKeyWidget(TransactionCategory, "name"),
+    )
+
+    tags = fields.Field(
+        attribute="tags",
+        column_name="tags",
+        widget=AutoCreateManyToManyWidget(TransactionTag, field="name"),
+    )
+
+    entities = fields.Field(
+        attribute="entities",
+        column_name="entities",
+        widget=AutoCreateManyToManyWidget(TransactionEntity, field="name"),
+    )
+
+    amount = fields.Field(
+        attribute="amount",
+        column_name="amount",
+        widget=UniversalDecimalWidget(),
+    )
+
+    class Meta:
+        model = RecurringTransaction
+
+
+class InstallmentPlanResource(resources.ModelResource):
+    account = fields.Field(
+        attribute="account",
+        column_name="account",
+        widget=ForeignKeyWidget(Account, "name"),
+    )
+
+    category = fields.Field(
+        attribute="category",
+        column_name="category",
+        widget=AutoCreateForeignKeyWidget(TransactionCategory, "name"),
+    )
+
+    tags = fields.Field(
+        attribute="tags",
+        column_name="tags",
+        widget=AutoCreateManyToManyWidget(TransactionTag, field="name"),
+    )
+
+    entities = fields.Field(
+        attribute="entities",
+        column_name="entities",
+        widget=AutoCreateManyToManyWidget(TransactionEntity, field="name"),
+    )
+
+    installment_amount = fields.Field(
+        attribute="installment_amount",
+        column_name="installment_amount",
+        widget=UniversalDecimalWidget(),
+    )
+
+    class Meta:
+        model = InstallmentPlan

app/apps/export_app/tests.py

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

app/apps/export_app/urls.py

@@ -0,0 +1,8 @@
+from django.urls import path
+import apps.export_app.views as views
+
+urlpatterns = [
+    path("export/", views.export_index, name="export_index"),
+    path("export/form/", views.export_form, name="export_form"),
+    path("export/restore/", views.import_form, name="restore_form"),
+]

app/apps/export_app/views.py

@@ -0,0 +1,284 @@
+import logging
+import zipfile
+from io import BytesIO, TextIOWrapper
+
+from django.contrib import messages
+from django.contrib.auth.decorators import login_required
+from django.db import transaction
+from django.http import HttpResponse
+from django.shortcuts import render
+from django.utils import timezone
+from django.utils.translation import gettext_lazy as _
+from django.views.decorators.http import require_http_methods
+from tablib import Dataset
+
+from apps.export_app.forms import ExportForm, RestoreForm
+from apps.export_app.resources.accounts import AccountResource
+from apps.export_app.resources.transactions import (
+    TransactionResource,
+    TransactionTagResource,
+    TransactionEntityResource,
+    TransactionCategoyResource,
+    InstallmentPlanResource,
+    RecurringTransactionResource,
+)
+from apps.export_app.resources.currencies import (
+    CurrencyResource,
+    ExchangeRateResource,
+    ExchangeRateServiceResource,
+)
+from apps.export_app.resources.rules import (
+    TransactionRuleResource,
+    TransactionRuleActionResource,
+    UpdateOrCreateTransactionRuleResource,
+)
+from apps.export_app.resources.dca import (
+    DCAStrategyResource,
+    DCAEntryResource,
+)
+from apps.export_app.resources.import_app import (
+    ImportProfileResource,
+)
+from apps.common.decorators.htmx import only_htmx
+
+logger = logging.getLogger()
+
+
+@login_required
+@require_http_methods(["GET"])
+def export_index(request):
+    return render(request, "export_app/pages/index.html")
+
+
+@login_required
+@require_http_methods(["GET", "POST"])
+def export_form(request):
+    timestamp = timezone.localtime(timezone.now()).strftime("%Y-%m-%dT%H-%M-%S")
+
+    if request.method == "POST":
+        form = ExportForm(request.POST)
+        if form.is_valid():
+            zip_buffer = BytesIO()
+
+            export_accounts = form.cleaned_data.get("accounts", False)
+            export_currencies = form.cleaned_data.get("currencies", False)
+            export_transactions = form.cleaned_data.get("transactions", False)
+            export_categories = form.cleaned_data.get("categories", False)
+            export_tags = form.cleaned_data.get("tags", False)
+            export_entities = form.cleaned_data.get("entities", False)
+            export_installment_plans = form.cleaned_data.get("installment_plans", False)
+            export_recurring_transactions = form.cleaned_data.get(
+                "recurring_transactions", False
+            )
+
+            export_exchange_rates_services = form.cleaned_data.get(
+                "exchange_rates_services", False
+            )
+            export_exchange_rates = form.cleaned_data.get("exchange_rates", False)
+            export_rules = form.cleaned_data.get("rules", False)
+            export_dca = form.cleaned_data.get("dca", False)
+            export_import_profiles = form.cleaned_data.get("import_profiles", False)
+
+            exports = []
+            if export_accounts:
+                exports.append((AccountResource().export(), "accounts"))
+            if export_currencies:
+                exports.append((CurrencyResource().export(), "currencies"))
+            if export_transactions:
+                exports.append((TransactionResource().export(), "transactions"))
+            if export_categories:
+                exports.append(
+                    (TransactionCategoyResource().export(), "transactions_categories")
+                )
+            if export_tags:
+                exports.append((TransactionTagResource().export(), "transactions_tags"))
+            if export_entities:
+                exports.append(
+                    (TransactionEntityResource().export(), "transactions_entities")
+                )
+            if export_installment_plans:
+                exports.append(
+                    (InstallmentPlanResource().export(), "installment_plans")
+                )
+            if export_recurring_transactions:
+                exports.append(
+                    (RecurringTransactionResource().export(), "recurring_transactions")
+                )
+            if export_exchange_rates_services:
+                exports.append(
+                    (ExchangeRateServiceResource().export(), "automatic_exchange_rates")
+                )
+            if export_exchange_rates:
+                exports.append((ExchangeRateResource().export(), "exchange_rates"))
+            if export_rules:
+                exports.append(
+                    (TransactionRuleResource().export(), "transaction_rules")
+                )
+                exports.append(
+                    (
+                        TransactionRuleActionResource().export(),
+                        "transaction_rules_actions",
+                    )
+                )
+                exports.append(
+                    (
+                        UpdateOrCreateTransactionRuleResource().export(),
+                        "transaction_rules_update_or_create",
+                    )
+                )
+            if export_dca:
+                exports.append((DCAStrategyResource().export(), "dca_strategies"))
+                exports.append(
+                    (
+                        DCAEntryResource().export(),
+                        "dca_entries",
+                    )
+                )
+            if export_import_profiles:
+                exports.append((ImportProfileResource().export(), "import_profiles"))
+
+            if len(exports) >= 2:
+                with zipfile.ZipFile(zip_buffer, "w", zipfile.ZIP_DEFLATED) as zip_file:
+                    for dataset, name in exports:
+                        zip_file.writestr(f"{name}.csv", dataset.csv)
+
+                response = HttpResponse(
+                    zip_buffer.getvalue(),
+                    content_type="application/zip",
+                    headers={
+                        "HX-Trigger": "hide_offcanvas, updated",
+                        "Content-Disposition": f'attachment; filename="{timestamp}_WYGIWYH_export.zip"',
+                    },
+                )
+                return response
+            elif len(exports) == 1:
+                dataset, name = exports[0]
+
+                response = HttpResponse(
+                    dataset.csv,
+                    content_type="text/csv",
+                    headers={
+                        "HX-Trigger": "hide_offcanvas, updated",
+                        "Content-Disposition": f'attachment; filename="{timestamp}_WYGIWYH_export_{name}.csv"',
+                    },
+                )
+                return response
+            else:
+                return HttpResponse(
+                    _("You have to select at least one export"),
+                )
+
+    else:
+        form = ExportForm()
+
+    return render(request, "export_app/fragments/export.html", context={"form": form})
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def import_form(request):
+    if request.method == "POST":
+        form = RestoreForm(request.POST, request.FILES)
+        if form.is_valid():
+            try:
+                process_imports(request, form.cleaned_data)
+                messages.success(request, _("Data restored successfully"))
+                return HttpResponse(
+                    status=204,
+                    headers={
+                        "HX-Trigger": "hide_offcanvas, updated",
+                    },
+                )
+            except Exception as e:
+                logger.error("Error importing", exc_info=e)
+                messages.error(
+                    request,
+                    _(
+                        "There was an error restoring your data. Check the logs for more details."
+                    ),
+                )
+    else:
+        form = RestoreForm()
+
+    response = render(request, "export_app/fragments/restore.html", {"form": form})
+    response["HX-Trigger"] = "updated"
+    return response
+
+
+def process_imports(request, cleaned_data):
+    # Define import order to handle dependencies
+    import_order = [
+        ("currencies", CurrencyResource),
+        (
+            "currencies",
+            CurrencyResource,
+        ),  # We do a double pass because exchange_currency may not exist when currency is initially created
+        ("accounts", AccountResource),
+        ("transactions_categories", TransactionCategoyResource),
+        ("transactions_tags", TransactionTagResource),
+        ("transactions_entities", TransactionEntityResource),
+        ("automatic_exchange_rates", ExchangeRateServiceResource),
+        ("exchange_rates", ExchangeRateResource),
+        ("installment_plans", InstallmentPlanResource),
+        ("recurring_transactions", RecurringTransactionResource),
+        ("transactions", TransactionResource),
+        ("dca_strategies", DCAStrategyResource),
+        ("dca_entries", DCAEntryResource),
+        ("import_profiles", ImportProfileResource),
+        ("transaction_rules", TransactionRuleResource),
+        ("transaction_rules_actions", TransactionRuleActionResource),
+        ("transaction_rules_update_or_create", UpdateOrCreateTransactionRuleResource),
+    ]
+
+    def import_dataset(content, resource_class, field_name):
+        try:
+            # Create a new resource instance
+            resource = resource_class()
+
+            # Create dataset from CSV content
+            dataset = Dataset()
+            dataset.load(content, format="csv")
+
+            # Perform the import
+            result = resource.import_data(
+                dataset,
+                dry_run=False,
+                raise_errors=True,
+                collect_failed_rows=True,
+                use_transactions=False,
+                skip_unchanged=True,
+            )
+
+            if result.has_errors():
+                raise ImportError(f"Failed rows: {result.failed_dataset}")
+
+            return result
+
+        except Exception as e:
+            logger.error(f"Error importing {field_name}: {str(e)}")
+            raise ImportError(f"Error importing {field_name}: {str(e)}")
+
+    with transaction.atomic():
+        files = {}
+
+        if zip_file := cleaned_data.get("zip_file"):
+            # Process ZIP file
+            with zipfile.ZipFile(zip_file) as z:
+                for filename in z.namelist():
+                    name = filename.replace(".csv", "")
+                    with z.open(filename) as f:
+                        content = f.read().decode("utf-8")
+
+                        files[name] = content
+
+            for field_name, resource_class in import_order:
+                if field_name in files.keys():
+                    content = files[field_name]
+                    import_dataset(content, resource_class, field_name)
+        else:
+            # Process individual files
+            for field_name, resource_class in import_order:
+                if csv_file := cleaned_data.get(field_name):
+                    content = csv_file.read().decode("utf-8")
+                    import_dataset(content, resource_class, field_name)

app/apps/export_app/widgets/foreign_key.py

@@ -0,0 +1,22 @@
+from import_export.widgets import ForeignKeyWidget
+
+
+class AutoCreateForeignKeyWidget(ForeignKeyWidget):
+    def clean(self, value, row=None, *args, **kwargs):
+        if value:
+            try:
+                return super().clean(value, row, **kwargs)
+            except self.model.DoesNotExist:
+                return self.model.objects.create(name=value)
+        return None
+
+
+class SkipMissingForeignKeyWidget(ForeignKeyWidget):
+    def clean(self, value, row=None, *args, **kwargs):
+        if not value:
+            return None
+
+        try:
+            return super().clean(value, row, *args, **kwargs)
+        except self.model.DoesNotExist:
+            return None

app/apps/export_app/widgets/many_to_many.py

@@ -0,0 +1,21 @@
+from import_export.widgets import ManyToManyWidget
+
+
+class AutoCreateManyToManyWidget(ManyToManyWidget):
+    def clean(self, value, row=None, *args, **kwargs):
+        if not value:
+            return []
+
+        values = value.split(self.separator)
+        cleaned_values = []
+
+        for val in values:
+            val = val.strip()
+            if val:
+                try:
+                    obj = self.model.objects.get(**{self.field: val})
+                except self.model.DoesNotExist:
+                    obj = self.model.objects.create(name=val)
+                cleaned_values.append(obj)
+
+        return cleaned_values

app/apps/export_app/widgets/numbers.py

@@ -0,0 +1,18 @@
+from decimal import Decimal
+
+from import_export.widgets import NumberWidget
+
+
+class UniversalDecimalWidget(NumberWidget):
+    def clean(self, value, row=None, *args, **kwargs):
+        if self.is_empty(value):
+            return None
+        # Replace comma with dot if present
+        if isinstance(value, str):
+            value = value.replace(",", ".")
+        return Decimal(str(value))
+
+    def render(self, value, obj=None, **kwargs):
+        if value is None:
+            return ""
+        return str(value).replace(",", ".")

app/apps/export_app/widgets/string.py

@@ -0,0 +1,7 @@
+from import_export import fields
+
+
+class EmptyStringToNoneField(fields.Field):
+    def clean(self, data, **kwargs):
+        value = super().clean(data)
+        return None if value == "" else value

app/apps/insights/forms.py

@@ -9,11 +9,12 @@ from apps.common.widgets.datepicker import (
     AirDatePickerInput,
 )
 from apps.transactions.models import TransactionCategory
+from apps.common.widgets.tom_select import TomSelect
 
 
 class SingleMonthForm(forms.Form):
     month = forms.DateField(
-        widget=AirMonthYearPickerInput(clear_button=False), label="", required=False
+        widget=AirMonthYearPickerInput(clear_button=False), label="", required=True
     )
 
     def __init__(self, *args, **kwargs):
@@ -28,7 +29,7 @@ class SingleMonthForm(forms.Form):
 
 class SingleYearForm(forms.Form):
     year = forms.DateField(
-        widget=AirYearPickerInput(clear_button=False), label="", required=False
+        widget=AirYearPickerInput(clear_button=False), label="", required=True
     )
 
     def __init__(self, *args, **kwargs):
@@ -43,10 +44,10 @@ class SingleYearForm(forms.Form):
 
 class MonthRangeForm(forms.Form):
     month_from = forms.DateField(
-        widget=AirMonthYearPickerInput(clear_button=False), label="", required=False
+        widget=AirMonthYearPickerInput(clear_button=False), label="", required=True
     )
     month_to = forms.DateField(
-        widget=AirMonthYearPickerInput(clear_button=False), label="", required=False
+        widget=AirMonthYearPickerInput(clear_button=False), label="", required=True
     )
 
     def __init__(self, *args, **kwargs):
@@ -66,10 +67,10 @@ class MonthRangeForm(forms.Form):
 
 class YearRangeForm(forms.Form):
     year_from = forms.DateField(
-        widget=AirYearPickerInput(clear_button=False), label="", required=False
+        widget=AirYearPickerInput(clear_button=False), label="", required=True
     )
     year_to = forms.DateField(
-        widget=AirYearPickerInput(clear_button=False), label="", required=False
+        widget=AirYearPickerInput(clear_button=False), label="", required=True
     )
 
     def __init__(self, *args, **kwargs):
@@ -89,10 +90,10 @@ class YearRangeForm(forms.Form):
 
 class DateRangeForm(forms.Form):
     date_from = forms.DateField(
-        widget=AirDatePickerInput(clear_button=False), label="", required=False
+        widget=AirDatePickerInput(clear_button=False), label="", required=True
     )
     date_to = forms.DateField(
-        widget=AirDatePickerInput(clear_button=False), label="", required=False
+        widget=AirDatePickerInput(clear_button=False), label="", required=True
     )
 
     def __init__(self, *args, **kwargs):
@@ -115,7 +116,9 @@ class CategoryForm(forms.Form):
     category = forms.ModelChoiceField(
         required=False,
         label=_("Category"),
+        empty_label=_("Uncategorized"),
         queryset=TransactionCategory.objects.filter(active=True),
+        widget=TomSelect(clear_button=True),
     )
 
     def __init__(self, *args, **kwargs):

app/apps/insights/urls.py

@@ -29,4 +29,19 @@ urlpatterns = [
         views.category_sum_by_currency,
         name="category_sum_by_currency",
     ),
+    path(
+        "insights/category-overview/",
+        views.category_overview,
+        name="category_overview",
+    ),
+    path(
+        "insights/late-transactions/",
+        views.late_transactions,
+        name="insights_late_transactions",
+    ),
+    path(
+        "insights/latest-transactions/",
+        views.latest_transactions,
+        name="insights_latest_transactions",
+    ),
 ]

app/apps/insights/utils/category_explorer.py

@@ -3,7 +3,7 @@ from django.db.models.functions import Coalesce
 from django.utils.translation import gettext_lazy as _
 
 
-def get_category_sums_by_account(queryset, category):
+def get_category_sums_by_account(queryset, category=None):
     """
     Returns income/expense sums per account for a specific category.
     """
@@ -11,10 +11,10 @@ def get_category_sums_by_account(queryset, category):
         queryset.filter(category=category)
         .values("account__name")
         .annotate(
-            income=Coalesce(
+            current_income=Coalesce(
                 Sum(
                     Case(
-                        When(type="IN", then="amount"),
+                        When(type="IN", is_paid=True, then="amount"),
                         default=Value(0),
                         output_field=DecimalField(max_digits=42, decimal_places=30),
                     )
@@ -22,10 +22,32 @@ def get_category_sums_by_account(queryset, category):
                 Value(0),
                 output_field=DecimalField(max_digits=42, decimal_places=30),
             ),
-            expense=Coalesce(
+            current_expense=Coalesce(
                 Sum(
                     Case(
-                        When(type="EX", then=-F("amount")),
+                        When(type="EX", is_paid=True, then=-F("amount")),
+                        default=Value(0),
+                        output_field=DecimalField(max_digits=42, decimal_places=30),
+                    )
+                ),
+                Value(0),
+                output_field=DecimalField(max_digits=42, decimal_places=30),
+            ),
+            projected_income=Coalesce(
+                Sum(
+                    Case(
+                        When(type="IN", is_paid=False, then="amount"),
+                        default=Value(0),
+                        output_field=DecimalField(max_digits=42, decimal_places=30),
+                    )
+                ),
+                Value(0),
+                output_field=DecimalField(max_digits=42, decimal_places=30),
+            ),
+            projected_expense=Coalesce(
+                Sum(
+                    Case(
+                        When(type="EX", is_paid=False, then=-F("amount")),
                         default=Value(0),
                         output_field=DecimalField(max_digits=42, decimal_places=30),
                     )
@@ -41,29 +63,37 @@ def get_category_sums_by_account(queryset, category):
         "labels": [item["account__name"] for item in sums],
         "datasets": [
             {
-                "label": _("Income"),
-                "data": [float(item["income"]) for item in sums],
+                "label": _("Current Income"),
+                "data": [float(item["current_income"]) for item in sums],
             },
             {
-                "label": _("Expenses"),
-                "data": [float(item["expense"]) for item in sums],
+                "label": _("Current Expenses"),
+                "data": [float(item["current_expense"]) for item in sums],
+            },
+            {
+                "label": _("Projected Income"),
+                "data": [float(item["projected_income"]) for item in sums],
+            },
+            {
+                "label": _("Projected Expenses"),
+                "data": [float(item["projected_expense"]) for item in sums],
             },
         ],
     }
 
 
-def get_category_sums_by_currency(queryset, category):
+def get_category_sums_by_currency(queryset, category=None):
     """
     Returns income/expense sums per currency for a specific category.
     """
     sums = (
         queryset.filter(category=category)
-        .values("account__currency__code")
+        .values("account__currency__name")
         .annotate(
-            income=Coalesce(
+            current_income=Coalesce(
                 Sum(
                     Case(
-                        When(type="IN", then="amount"),
+                        When(type="IN", is_paid=True, then="amount"),
                         default=Value(0),
                         output_field=DecimalField(max_digits=42, decimal_places=30),
                     )
@@ -71,10 +101,32 @@ def get_category_sums_by_currency(queryset, category):
                 Value(0),
                 output_field=DecimalField(max_digits=42, decimal_places=30),
             ),
-            expense=Coalesce(
+            current_expense=Coalesce(
                 Sum(
                     Case(
-                        When(type="EX", then=-F("amount")),
+                        When(type="EX", is_paid=True, then=-F("amount")),
+                        default=Value(0),
+                        output_field=DecimalField(max_digits=42, decimal_places=30),
+                    )
+                ),
+                Value(0),
+                output_field=DecimalField(max_digits=42, decimal_places=30),
+            ),
+            projected_income=Coalesce(
+                Sum(
+                    Case(
+                        When(type="IN", is_paid=False, then="amount"),
+                        default=Value(0),
+                        output_field=DecimalField(max_digits=42, decimal_places=30),
+                    )
+                ),
+                Value(0),
+                output_field=DecimalField(max_digits=42, decimal_places=30),
+            ),
+            projected_expense=Coalesce(
+                Sum(
+                    Case(
+                        When(type="EX", is_paid=False, then=-F("amount")),
                         default=Value(0),
                         output_field=DecimalField(max_digits=42, decimal_places=30),
                     )
@@ -83,19 +135,27 @@ def get_category_sums_by_currency(queryset, category):
                 output_field=DecimalField(max_digits=42, decimal_places=30),
             ),
         )
-        .order_by("account__currency__code")
+        .order_by("account__currency__name")
     )
 
     return {
-        "labels": [item["account__currency__code"] for item in sums],
+        "labels": [item["account__currency__name"] for item in sums],
         "datasets": [
             {
-                "label": _("Income"),
-                "data": [float(item["income"]) for item in sums],
+                "label": _("Current Income"),
+                "data": [float(item["current_income"]) for item in sums],
             },
             {
-                "label": _("Expenses"),
-                "data": [float(item["expense"]) for item in sums],
+                "label": _("Current Expenses"),
+                "data": [float(item["current_expense"]) for item in sums],
+            },
+            {
+                "label": _("Projected Income"),
+                "data": [float(item["projected_income"]) for item in sums],
+            },
+            {
+                "label": _("Projected Expenses"),
+                "data": [float(item["projected_expense"]) for item in sums],
             },
         ],
     }

app/apps/insights/utils/category_overview.py

@@ -0,0 +1,165 @@
+from decimal import Decimal
+
+from django.db import models
+from django.db.models import Sum, Case, When, Value, DecimalField
+from django.db.models.functions import Coalesce
+
+from apps.transactions.models import Transaction
+from apps.currencies.models import Currency
+from apps.currencies.utils.convert import convert
+
+
+def get_categories_totals(transactions_queryset, ignore_empty=False):
+    # Get metrics for each category and currency in a single query
+    category_currency_metrics = (
+        transactions_queryset.values(
+            "category",
+            "category__name",
+            "account__currency",
+            "account__currency__code",
+            "account__currency__name",
+            "account__currency__decimal_places",
+            "account__currency__prefix",
+            "account__currency__suffix",
+            "account__currency__exchange_currency",
+        )
+        .annotate(
+            expense_current=Coalesce(
+                Sum(
+                    Case(
+                        When(
+                            type=Transaction.Type.EXPENSE, is_paid=True, then="amount"
+                        ),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+            expense_projected=Coalesce(
+                Sum(
+                    Case(
+                        When(
+                            type=Transaction.Type.EXPENSE, is_paid=False, then="amount"
+                        ),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+            income_current=Coalesce(
+                Sum(
+                    Case(
+                        When(type=Transaction.Type.INCOME, is_paid=True, then="amount"),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+            income_projected=Coalesce(
+                Sum(
+                    Case(
+                        When(
+                            type=Transaction.Type.INCOME, is_paid=False, then="amount"
+                        ),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+        )
+        .order_by("category__name")
+    )
+
+    # Process the results to structure by category
+    result = {}
+
+    for metric in category_currency_metrics:
+        # Skip empty categories if ignore_empty is True
+        if ignore_empty and all(
+            metric[field] == Decimal("0")
+            for field in [
+                "expense_current",
+                "expense_projected",
+                "income_current",
+                "income_projected",
+            ]
+        ):
+            continue
+
+        # Calculate derived totals
+        total_current = metric["income_current"] - metric["expense_current"]
+        total_projected = metric["income_projected"] - metric["expense_projected"]
+        total_income = metric["income_current"] + metric["income_projected"]
+        total_expense = metric["expense_current"] + metric["expense_projected"]
+        total_final = total_current + total_projected
+
+        category_id = metric["category"]
+        currency_id = metric["account__currency"]
+
+        if category_id not in result:
+            result[category_id] = {"name": metric["category__name"], "currencies": {}}
+
+        # Add currency data
+        currency_data = {
+            "currency": {
+                "code": metric["account__currency__code"],
+                "name": metric["account__currency__name"],
+                "decimal_places": metric["account__currency__decimal_places"],
+                "prefix": metric["account__currency__prefix"],
+                "suffix": metric["account__currency__suffix"],
+            },
+            "expense_current": metric["expense_current"],
+            "expense_projected": metric["expense_projected"],
+            "total_expense": total_expense,
+            "income_current": metric["income_current"],
+            "income_projected": metric["income_projected"],
+            "total_income": total_income,
+            "total_current": total_current,
+            "total_projected": total_projected,
+            "total_final": total_final,
+        }
+
+        # Add exchanged values if exchange_currency exists
+        if metric["account__currency__exchange_currency"]:
+            from_currency = Currency.objects.get(id=currency_id)
+            exchange_currency = Currency.objects.get(
+                id=metric["account__currency__exchange_currency"]
+            )
+
+            exchanged = {}
+            for field in [
+                "expense_current",
+                "expense_projected",
+                "income_current",
+                "income_projected",
+                "total_income",
+                "total_expense",
+                "total_current",
+                "total_projected",
+                "total_final",
+            ]:
+                amount, prefix, suffix, decimal_places = convert(
+                    amount=currency_data[field],
+                    from_currency=from_currency,
+                    to_currency=exchange_currency,
+                )
+                if amount is not None:
+                    exchanged[field] = amount
+                    if "currency" not in exchanged:
+                        exchanged["currency"] = {
+                            "prefix": prefix,
+                            "suffix": suffix,
+                            "decimal_places": decimal_places,
+                            "code": exchange_currency.code,
+                            "name": exchange_currency.name,
+                        }
+            if exchanged:
+                currency_data["exchanged"] = exchanged
+
+        result[category_id]["currencies"][currency_id] = currency_data
+
+    return result

app/apps/insights/views.py

@@ -1,3 +1,6 @@
+import decimal
+import json
+
 from dateutil.relativedelta import relativedelta
 from django.contrib.auth.decorators import login_required
 from django.shortcuts import render
@@ -22,7 +25,8 @@ from apps.insights.utils.sankey import (
     generate_sankey_data_by_currency,
 )
 from apps.insights.utils.transactions import get_transactions
-from apps.transactions.models import TransactionCategory
+from apps.transactions.models import TransactionCategory, Transaction
+from apps.insights.utils.category_overview import get_categories_totals
 
 
 @login_required
@@ -116,7 +120,7 @@ def category_explorer_index(request):
 @require_http_methods(["GET"])
 def category_sum_by_account(request):
     # Get filtered transactions
-    transactions = get_transactions(request)
+    transactions = get_transactions(request, include_silent=True)
 
     category = request.GET.get("category")
 
@@ -126,7 +130,7 @@ def category_sum_by_account(request):
         # Generate data
         account_data = get_category_sums_by_account(transactions, category)
     else:
-        account_data = None
+        account_data = get_category_sums_by_account(transactions, category=None)
 
     return render(
         request,
@@ -140,7 +144,7 @@ def category_sum_by_account(request):
 @require_http_methods(["GET"])
 def category_sum_by_currency(request):
     # Get filtered transactions
-    transactions = get_transactions(request)
+    transactions = get_transactions(request, include_silent=True)
 
     category = request.GET.get("category")
 
@@ -150,12 +154,58 @@ def category_sum_by_currency(request):
         # Generate data
         currency_data = get_category_sums_by_currency(transactions, category)
     else:
-        currency_data = None
-
-    print(currency_data)
+        currency_data = get_category_sums_by_currency(transactions, category=None)
 
     return render(
         request,
         "insights/fragments/category_explorer/charts/currency.html",
         {"currency_data": currency_data},
     )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def category_overview(request):
+    # Get filtered transactions
+    transactions = get_transactions(request, include_silent=True)
+
+    total_table = get_categories_totals(
+        transactions_queryset=transactions, ignore_empty=False
+    )
+
+    return render(
+        request,
+        "insights/fragments/category_overview/index.html",
+        {"total_table": total_table},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def latest_transactions(request):
+    limit = timezone.now() - relativedelta(days=3)
+    transactions = Transaction.objects.filter(created_at__gte=limit).order_by("-id")[
+        :30
+    ]
+
+    return render(
+        request,
+        "insights/fragments/latest_transactions.html",
+        {"transactions": transactions},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def late_transactions(request):
+    now = timezone.localdate(timezone.now())
+    transactions = Transaction.objects.filter(is_paid=False, date__lt=now)
+
+    return render(
+        request,
+        "insights/fragments/late_transactions.html",
+        {"transactions": transactions},
+    )

app/apps/mini_tools/utils/exchange_rate_map.py

@@ -0,0 +1,85 @@
+from typing import Dict
+
+from django.db.models import Func, F, Value
+from django.db.models.functions import Extract
+from django.utils import timezone
+
+from apps.currencies.models import ExchangeRate
+
+
+def get_currency_exchange_map(date=None) -> Dict[str, dict]:
+    """
+    Creates a nested dictionary of exchange rates and currency information.
+
+    Returns:
+    {
+        'BTC': {
+            'decimal_places': 8,
+            'prefix': '₿',
+            'suffix': '',
+            'rates': {'USD': Decimal('34000.00'), 'EUR': Decimal('31000.00')}
+        },
+        'USD': {
+            'decimal_places': 2,
+            'prefix': '$',
+            'suffix': '',
+            'rates': {'BTC': Decimal('0.0000294'), 'EUR': Decimal('0.91')}
+        },
+        ...
+    }
+    """
+    if date is None:
+        date = timezone.localtime(timezone.now())
+
+    # Get all exchange rates for the closest date
+    exchange_rates = (
+        ExchangeRate.objects.select_related(
+            "from_currency", "to_currency"
+        )  # Optimize currency queries
+        .annotate(
+            date_diff=Func(Extract(F("date") - Value(date), "epoch"), function="ABS"),
+            effective_rate=F("rate"),
+        )
+        .order_by("from_currency", "to_currency", "date_diff")
+        .distinct("from_currency", "to_currency")
+    )
+
+    # Initialize the result dictionary
+    rate_map = {}
+
+    # Build the exchange rate mapping with currency info
+    for rate in exchange_rates:
+        # Add from_currency info if not exists
+        if rate.from_currency.name not in rate_map:
+            rate_map[rate.from_currency.name] = {
+                "decimal_places": rate.from_currency.decimal_places,
+                "prefix": rate.from_currency.prefix,
+                "suffix": rate.from_currency.suffix,
+                "rates": {},
+            }
+
+        # Add to_currency info if not exists
+        if rate.to_currency.name not in rate_map:
+            rate_map[rate.to_currency.name] = {
+                "decimal_places": rate.to_currency.decimal_places,
+                "prefix": rate.to_currency.prefix,
+                "suffix": rate.to_currency.suffix,
+                "rates": {},
+            }
+
+        # Add direct rate
+        rate_map[rate.from_currency.name]["rates"][rate.to_currency.name] = {
+            "rate": rate.rate,
+            "decimal_places": rate.to_currency.decimal_places,
+            "prefix": rate.to_currency.prefix,
+            "suffix": rate.to_currency.suffix,
+        }
+        # Add inverse rate
+        rate_map[rate.to_currency.name]["rates"][rate.from_currency.name] = {
+            "rate": 1 / rate.rate,
+            "decimal_places": rate.from_currency.decimal_places,
+            "prefix": rate.from_currency.prefix,
+            "suffix": rate.from_currency.suffix,
+        }
+
+    return rate_map

app/apps/mini_tools/views.py

@@ -5,6 +5,7 @@ from apps.common.widgets.decimal import convert_to_decimal
 from apps.currencies.models import Currency
 from apps.currencies.utils.convert import convert
 from apps.mini_tools.forms import CurrencyConverterForm
+from apps.mini_tools.utils.exchange_rate_map import get_currency_exchange_map
 
 
 @login_required
@@ -14,11 +15,13 @@ def unit_price_calculator(request):
 
 @login_required
 def currency_converter(request):
+    rate_map = get_currency_exchange_map()
+
     form = CurrencyConverterForm()
     return render(
         request,
         "mini_tools/currency_converter/currency_converter.html",
-        context={"form": form},
+        context={"form": form, "rate_map": rate_map},
     )
 
 

app/apps/rules/models.py

@@ -297,10 +297,8 @@ class UpdateOrCreateTransactionRuleAction(models.Model):
         search_query = Q()
 
         def add_to_query(field_name, value, operator):
-            if isinstance(value, (int, str)):
-                lookup = f"{field_name}__{operator}"
-                return Q(**{lookup: value})
-            return Q()
+            lookup = f"{field_name}__{operator}"
+            return Q(**{lookup: value})
 
         if self.search_account:
             value = simple.eval(self.search_account)

app/apps/rules/tasks.py

@@ -131,14 +131,16 @@ def _process_update_or_create_transaction_action(action, simple_eval):
 
     # Build search query using the helper method
     search_query = action.build_search_query(simple_eval)
+    logger.info("Searching transactions using: %s", search_query)
 
     # Find latest matching transaction or create new
     if search_query:
-        transaction = (
-            Transaction.objects.filter(search_query).order_by("-date", "-id").first()
-        )
+        transactions = Transaction.objects.filter(search_query).order_by("-date", "-id")
+        transaction = transactions.first()
+        logger.info("Found at least one matching transaction, using latest")
     else:
         transaction = None
+        logger.info("No matching transaction found, creating a new transaction")
 
     if not transaction:
         transaction = Transaction()

app/apps/transactions/forms.py

@@ -63,7 +63,9 @@ class TransactionForm(forms.ModelForm):
     date = forms.DateField(label=_("Date"))
 
     reference_date = forms.DateField(
-        widget=AirMonthYearPickerInput(), label=_("Reference Date"), required=False
+        widget=AirMonthYearPickerInput(),
+        label=_("Reference Date"),
+        required=False,
     )
 
     class Meta:
@@ -176,7 +178,6 @@ class TransactionForm(forms.ModelForm):
             ),
         )
 
-        self.fields["reference_date"].required = False
         self.fields["date"].widget = AirDatePickerInput(clear_button=False)
 
         if self.instance and self.instance.pk:

app/apps/users/migrations/0019_alter_usersettings_language.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.6 on 2025-02-24 19:32
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('users', '0018_alter_usersettings_start_page'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='usersettings',
+            name='language',
+            field=models.CharField(choices=[('auto', 'Auto'), ('de', 'Deutsch'), ('en', 'English'), ('nl', 'Nederlands'), ('pt-br', 'Português (Brasil)')], default='auto', max_length=10, verbose_name='Language'),
+        ),
+    ]

app/templates/cotton/msg/empty.html

@@ -1,7 +1,7 @@
 <div class="row {% if not remove_padding %}p-5{% endif %}">
   <div class="col {% if not remove_padding %}p-5{% endif %}">
     <div class="text-center">
-      <i class="fa-solid fa-circle-xmark tw-text-6xl"></i>
+      <i class="{% if icon %}{{ icon }}{% else %}fa-solid fa-circle-xmark{% endif %} tw-text-6xl"></i>
       <p class="lead mt-4 mb-0">{{ title }}</p>
       <p class="tw-text-gray-500">{{ subtitle }}</p>
     </div>

app/templates/cotton/transaction/item.html

@@ -1,7 +1,7 @@
 {% load markdown %}
 {% load i18n %}
-<div class="transaction">
-  <div class="d-flex my-1 {% if transaction.type == "EX" %}expense{% else %}income{% endif %}">
+<div class="transaction {% if transaction.type == "EX" %}expense{% else %}income{% endif %}">
+  <div class="d-flex my-1">
     {% if not disable_selection %}
       <label class="px-3 d-flex align-items-center justify-content-center">
         <input class="form-check-input" type="checkbox" name="transactions" value="{{ transaction.id }}"
@@ -15,9 +15,9 @@
          _="on mouseover remove .tw-invisible from the first .transaction-actions in me end
         on mouseout add .tw-invisible to the first .transaction-actions in me end">
       <div class="row font-monospace tw-text-sm align-items-center">
-        <div class="col-lg-1 col-12 d-flex align-items-center tw-text-2xl lg:tw-text-xl text-lg-center text-center">
+        <div class="col-lg-auto col-12 d-flex align-items-center tw-text-2xl lg:tw-text-xl text-lg-center text-center p-0 ps-1">
           {% if not transaction.deleted %}
-            <a class="text-decoration-none my-lg-3 mx-lg-3 mx-2 my-2 tw-text-gray-500"
+            <a class="text-decoration-none p-3 tw-text-gray-500"
                title="{% if transaction.is_paid %}{% trans 'Paid' %}{% else %}{% trans 'Projected' %}{% endif %}"
                role="button"
                hx-get="{% url 'transaction_pay' transaction_id=transaction.id %}"
@@ -27,14 +27,14 @@
                   class="fa-regular fa-circle"></i>{% endif %}
             </a>
           {% else %}
-            <div class="text-decoration-none my-lg-3 mx-lg-3 mx-2 my-2 tw-text-gray-500"
+            <div class="text-decoration-none p-3 tw-text-gray-500"
                  title="{% if transaction.is_paid %}{% trans 'Paid' %}{% else %}{% trans 'Projected' %}{% endif %}">
               {% if transaction.is_paid %}<i class="fa-regular fa-circle-check"></i>{% else %}<i
                   class="fa-regular fa-circle"></i>{% endif %}
             </div>
           {% endif %}
         </div>
-        <div class="col-lg-8 col-12">
+        <div class="col-lg col-12">
           {#      Date#}
           <div class="row mb-2 mb-lg-1 tw-text-gray-400">
             <div class="col-auto pe-1"><i class="fa-solid fa-calendar fa-fw me-1 fa-xs"></i></div>
@@ -92,7 +92,7 @@
             {% endwith %}
           </div>
         </div>
-        <div class="col-lg-3 col-12 text-lg-end align-self-end">
+        <div class="col-lg-auto col-12 text-lg-end align-self-end">
           <div class="main-amount mb-2 mb-lg-0">
             <c-amount.display
                 :amount="transaction.amount"

app/templates/cotton/ui/info_card.html

@@ -1,9 +1,9 @@
 <div class="card tw-relative h-100 shadow">
   <div class="tw-absolute tw-h-8 tw-w-8 tw-right-2 tw-top-2 tw-bg-{{ color }}-300 tw-text-{{ color }}-800 text-center align-items-center d-flex justify-content-center rounded-2">
-    <i class="{{ icon }}"></i>
+    {% if icon %}<i class="{{ icon }}"></i>{% else %}<span class="fw-bold">{{ title.0 }}</span>{% endif %}
   </div>
   <div class="card-body">
     <h5 class="tw-text-{{ color }}-400 fw-bold tw-mr-[50px]" {{ attrs }}>{{ title }}{% if help_text %}{% include 'includes/help_icon.html' with content=help_text %}{% endif %}</h5>
     {{ slot }}
   </div>
-</div>
+</div>

app/templates/cotton/ui/transactions_action_bar.html

@@ -27,7 +27,7 @@
           <ul class="dropdown-menu">
             <li>
               <div class="dropdown-item px-3 tw-cursor-pointer"
-                   _="on click set <#transactions-list input[type='checkbox']/>'s checked to true then call me.blur() then trigger change">
+                   _="on click set <#transactions-list .transaction:not([style*='display: none']) input[type='checkbox']/>'s checked to true then call me.blur() then trigger change">
                 <i class="fa-regular fa-square-check tw-text-green-400 me-3"></i>{% translate 'Select All' %}
               </div>
             </li>

app/templates/export_app/fragments/export.html

@@ -0,0 +1,13 @@
+{% extends "extends/offcanvas.html" %}
+{% load crispy_forms_tags %}
+{% load i18n %}
+
+{% block title %}{% translate 'Export' %}{% endblock %}
+
+{% block body %}
+  <div class="container p-3">
+    <form method="post" action="{% url 'export_form' %}" id="export-form" class="show-loading px-1" _="on submit trigger hide_offcanvas" target="_blank">
+      {% crispy form %}
+    </form>
+  </div>
+{% endblock %}

app/templates/export_app/fragments/restore.html

@@ -0,0 +1,17 @@
+{% extends "extends/offcanvas.html" %}
+{% load crispy_forms_tags %}
+{% load i18n %}
+
+{% block title %}{% translate 'Restore' %}{% endblock %}
+
+{% block body %}
+  <div class="container p-3">
+    <form hx-post="{% url 'restore_form' %}"
+          hx-target="#generic-offcanvas"
+          id="restore-form"
+          enctype="multipart/form-data"
+          class="show-loading px-1">
+      {% crispy form %}
+    </form>
+  </div>
+{% endblock %}

app/templates/export_app/pages/index.html

@@ -0,0 +1,29 @@
+{% extends "layouts/base.html" %}
+{% load i18n %}
+
+{% block title %}{% translate 'Export and Restore' %}{% endblock %}
+
+{% block content %}
+  <div class="container">
+    <div class="row d-flex flex-row align-items-center justify-content-center my-5">
+      <div class="text-center w-auto mb-3">
+        <button class="btn btn-outline-success d-flex flex-column align-items-center justify-content-center p-3"
+                style="width: 100px; height: 100px;"
+                hx-get="{% url 'export_form' %}"
+                hx-target="#generic-offcanvas">
+          <i class="fa-solid fa-download mb-1"></i>
+          <span>{% trans 'Export' %}</span>
+        </button>
+      </div>
+      <div class="text-center w-auto mb-3">
+        <button class="btn btn-outline-primary d-flex flex-column align-items-center justify-content-center p-3"
+                style="width: 100px; height: 100px;"
+                hx-get="{% url 'restore_form' %}"
+                hx-target="#generic-offcanvas">
+          <i class="fa-solid fa-upload mb-1"></i>
+          <span>{% trans 'Restore' %}</span>
+        </button>
+      </div>
+    </div>
+  </div>
+{% endblock %}

app/templates/includes/navbar.html

@@ -94,7 +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||import_profiles_index||automatic_exchange_rates_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||export_index' %}"
              href="#" role="button"
              data-bs-toggle="dropdown"
              aria-expanded="false">
@@ -132,6 +132,8 @@
                    href="{% url 'rules_index' %}">{% translate 'Rules' %}</a></li>
             <li><a class="dropdown-item {% active_link views='import_profiles_index' %}"
                    href="{% url 'import_profiles_index' %}">{% translate 'Import' %} <span class="badge text-bg-primary">beta</span></a></li>
+            <li><a class="dropdown-item {% active_link views='export_index' %}"
+                   href="{% url 'export_index' %}">{% translate 'Export and Restore' %}</a></li>
             <li><a class="dropdown-item {% active_link views='automatic_exchange_rates_index' %}"
                    href="{% url 'automatic_exchange_rates_index' %}">{% translate 'Automatic Exchange Rates' %}</a></li>
             <li>

app/templates/insights/fragments/category_explorer/charts/account.html

@@ -1,79 +1,101 @@
 {% load i18n %}
-<div class="chart-container" style="position: relative; height:400px; width:100%" _="init call setupAccountChart() end">
-  <canvas id="accountChart"></canvas>
-</div>
+{% if account_data.labels %}
+  <div class="chart-container" style="position: relative; height:400px; width:100%"
+       _="init call setupAccountChart() end">
+    <canvas id="accountChart"></canvas>
+  </div>
 
-<script>
-    // Get the data from your Django view (passed as JSON)
-    var accountData = {{ account_data|safe }};
+  <script>
+      // Get the data from your Django view (passed as JSON)
+      var accountData = {{ account_data|safe }};
 
-    function setupAccountChart() {
-        var chartOptions = {
-            indexAxis: 'y',  // This makes the chart horizontal
-            responsive: true,
-            maintainAspectRatio: false,
-            scales: {
-                x: {
-                    stacked: true,  // Enable stacking on the x-axis
-                    title: {
-                        display: false,
-                    },
-                },
-                y: {
-                    stacked: true,  // Enable stacking on the y-axis
-                    title: {
-                        display: false,
-                    },
-                }
-            },
-            plugins: {
-                legend: {
-                    display: false,
-                },
-                tooltip: {
-                    callbacks: {
-                        label: function (context) {
-                            if (context.parsed.x !== null) {
-                                return new Intl.NumberFormat(undefined).format(Math.abs(context.parsed.x)); // Using abs for display
-                            }
-                            return "";
-                        },
-                    }
-                }
-            }
-        };
+      function setupAccountChart() {
+          var chartOptions = {
+              indexAxis: 'y',  // This makes the chart horizontal
+              responsive: true,
+              maintainAspectRatio: false,
+              scales: {
+                  x: {
+                      stacked: true,  // Enable stacking on the x-axis
+                      title: {
+                          display: false,
+                      },
+                  },
+                  y: {
+                      stacked: true,  // Enable stacking on the y-axis
+                      title: {
+                          display: false,
+                      },
+                  }
+              },
+              plugins: {
+                  legend: {
+                      display: false,
+                  },
+                  tooltip: {
+                      callbacks: {
+                          label: function (context) {
+                              if (context.parsed.x !== null) {
+                                  return `${context.dataset.label}: ${new Intl.NumberFormat(undefined, {
+                                      minimumFractionDigits: 0,
+                                      maximumFractionDigits: 30,
+                                      roundingMode: 'trunc'
+                                  }).format(Math.abs(context.parsed.x))}`;
+                              }
+                              return "";
+                          },
+                      }
+                  }
+              }
+          };
 
-        new Chart(
-            document.getElementById('accountChart'),
-            {
-                type: 'bar',
-                data: {
-                    labels: accountData.labels,
-                    datasets: [
-                        {
-                            label: "{% trans 'Income' %}",
-                            data: accountData.datasets[0].data,
-                            backgroundColor: '#4dde80',
-                            stack: 'stack0'
-                        },
-                        {
-                            label: "{% trans 'Expenses' %}",
-                            data: accountData.datasets[1].data,
-                            backgroundColor: '#f87171',
-                            stack: 'stack0'
-                        }
-                    ]
-                },
-                options: {
-                    ...chartOptions,
-                    plugins: {
-                        ...chartOptions.plugins,
-                        title: {
-                            display: false,
-                        }
-                    }
-                }
-            }
-        );
-    }
-</script>
+          new Chart(
+              document.getElementById('accountChart'),
+              {
+                  type: 'bar',
+                  data: {
+                      labels: accountData.labels,
+                      datasets: [
+                          {
+                              label: "{% trans 'Projected Expenses' %}",
+                              data: accountData.datasets[3].data,
+                              backgroundColor: '#f8717180', // Added transparency
+                              stack: 'stack0'
+                          },
+                          {
+                              label: "{% trans 'Current Expenses' %}",
+                              data: accountData.datasets[1].data,
+                              backgroundColor: '#f87171',
+                              stack: 'stack0'
+                          },
+                          {
+                              label: "{% trans 'Current Income' %}",
+                              data: accountData.datasets[0].data,
+                              backgroundColor: '#4dde80',
+                              stack: 'stack0'
+                          },
+                          {
+                              label: "{% trans 'Projected Income' %}",
+                              data: accountData.datasets[2].data,
+                              backgroundColor: '#4dde8080', // Added transparency
+                              stack: 'stack0'
+                          },
+
+                      ]
+                  },
+                  options: {
+                      ...chartOptions,
+                      plugins: {
+                          ...chartOptions.plugins,
+                          title: {
+                              display: false,
+                          }
+                      }
+                  }
+              }
+          );
+      }
+  </script>
+{% else %}
+  <c-msg.empty title="{% translate "No information to display" %}"></c-msg.empty>
+{% endif %}

app/templates/insights/fragments/category_explorer/charts/currency.html

@@ -1,80 +1,93 @@
 {% load i18n %}
-<div class="chart-container" style="position: relative; height:400px; width:100%"
-     _="init call setupCurrencyChart() end">
-  <canvas id="currencyChart"></canvas>
-</div>
+{% if currency_data.labels %}
+  <div class="chart-container" style="position: relative; height:400px; width:100%"
+       _="init call setupCurrencyChart() end">
+    <canvas id="currencyChart"></canvas>
+  </div>
 
-<script>
-    // Get the data from your Django view (passed as JSON)
-    var currencyData = {{ currency_data|safe }};
+  <script>
+      // Get the data from your Django view (passed as JSON)
+      var currencyData = {{ currency_data|safe }};
 
-    function setupCurrencyChart() {
-        var chartOptions = {
-            indexAxis: 'y',  // This makes the chart horizontal
-            responsive: true,
-            maintainAspectRatio: false,
-            scales: {
-                x: {
-                    stacked: true,  // Enable stacking on the x-axis
-                    title: {
-                        display: false,
-                    },
-                },
-                y: {
-                    stacked: true,  // Enable stacking on the y-axis
-                    title: {
-                        display: false,
-                    },
-                }
-            },
-            plugins: {
-                legend: {
-                    display: false,
-                },
-                tooltip: {
-                    callbacks: {
-                        label: function (context) {
-                            if (context.parsed.x !== null) {
-                                return new Intl.NumberFormat(undefined).format(Math.abs(context.parsed.x)); // Using abs for display
-                            }
-                            return "";
-                        },
-                    }
-                }
-            }
-        };
+      function setupCurrencyChart() {
+          var chartOptions = {
+              indexAxis: 'y',
+              responsive: true,
+              maintainAspectRatio: false,
+              scales: {
+                  x: {
+                      stacked: true,
+                      title: {
+                          display: false,
+                      },
+                  },
+                  y: {
+                      stacked: true,
+                      title: {
+                          display: false,
+                      },
+                  }
+              },
+              plugins: {
+                  legend: {
+                      display: false,
+                  },
+                  tooltip: {
+                      callbacks: {
+                          label: function (context) {
+                              if (context.parsed.x !== null) {
+                                  return `${context.dataset.label}: ${new Intl.NumberFormat(undefined, {
+                                      minimumFractionDigits: 0,
+                                      maximumFractionDigits: 30,
+                                      roundingMode: 'trunc'
+                                  }).format(Math.abs(context.parsed.x))}`;
+                              }
+                              return "";
+                          },
+                      }
+                  }
+              }
+          };
 
-        new Chart(
-            document.getElementById('currencyChart'),
-            {
-                type: 'bar',
-                data: {
-                    labels: currencyData.labels,
-                    datasets: [
-                        {
-                            label: "{% trans 'Income' %}",
-                            data: currencyData.datasets[0].data,
-                            backgroundColor: '#4dde80',
-                            stack: 'stack0'
-                        },
-                        {
-                            label: "{% trans 'Expenses' %}",
-                            data: currencyData.datasets[1].data,
-                            backgroundColor: '#f87171',
-                            stack: 'stack0'
-                        }
-                    ]
-                },
-                options: {
-                    ...chartOptions,
-                    plugins: {
-                        ...chartOptions.plugins,
-                        title: {
-                            display: false,
-                        }
-                    }
-                }
-            }
-        );
-    }
-</script>
+          new Chart(
+              document.getElementById('currencyChart'),
+              {
+                  type: 'bar',
+                  data: {
+                      labels: currencyData.labels,
+                      datasets: [
+                          {
+                              label: "{% trans 'Projected Expenses' %}",
+                              data: currencyData.datasets[3].data,
+                              backgroundColor: '#f8717180', // Added transparency
+                              stack: 'stack0'
+                          },
+                          {
+                              label: "{% trans 'Current Expenses' %}",
+                              data: currencyData.datasets[1].data,
+                              backgroundColor: '#f87171',
+                              stack: 'stack0'
+                          },
+                          {
+                              label: "{% trans 'Current Income' %}",
+                              data: currencyData.datasets[0].data,
+                              backgroundColor: '#4dde80',
+                              stack: 'stack0'
+                          },
+                          {
+                              label: "{% trans 'Projected Income' %}",
+                              data: currencyData.datasets[2].data,
+                              backgroundColor: '#4dde8080', // Added transparency
+                              stack: 'stack0'
+                          },
+
+                      ]
+                  },
+                  options: chartOptions
+              }
+          );
+      }
+  </script>
+{% else %}
+  <c-msg.empty title="{% translate "No information to display" %}"></c-msg.empty>
+{% endif %}

app/templates/insights/fragments/category_explorer/index.html

@@ -2,13 +2,14 @@
 {% load crispy_forms_tags %}
 
 <form _="install init_tom_select
-         on change trigger updated" id="category-form">
+         on change trigger updated
+         init trigger updated" id="category-form">
   {% crispy category_form %}
 </form>
 
 <div class="row row-cols-1 row-cols-lg-2 gx-3 gy-3">
   <div class="col">
-    <div class="card">
+    <div class="card h-100">
       <div class="card-header">
         {% trans "Income/Expense by Account" %}
       </div>
@@ -20,14 +21,13 @@
     </div>
   </div>
   <div class="col">
-    <div class="card">
+    <div class="card h-100">
       <div class="card-header">
         {% trans "Income/Expense by Currency" %}
       </div>
       <div class="card-body">
         <div id="currency-card" class="show-loading" hx-get="{% url 'category_sum_by_currency' %}"
              hx-trigger="updated from:window" hx-include="#category-form, #picker-form, #picker-type">
-
         </div>
       </div>
     </div>

app/templates/insights/fragments/category_overview/index.html

@@ -0,0 +1,69 @@
+{% load i18n %}
+
+<div hx-get="{% url 'category_overview' %}" hx-trigger="updated from:window" class="show-loading" hx-swap="outerHTML" hx-include="#picker-form, #picker-type">
+  {% if total_table %}
+  <div class="table-responsive">
+    <table class="table table-striped table-hover">
+      <thead>
+      <tr>
+        <th scope="col">{% trans 'Category' %}</th>
+        <th scope="col">{% trans 'Income' %}</th>
+        <th scope="col">{% trans 'Expense' %}</th>
+        <th scope="col">{% trans 'Total' %}</th>
+      </tr>
+      </thead>
+      <tbody>
+      {% for category in total_table.values %}
+        <tr>
+          <th>{% if category.name %}{{ category.name }}{% else %}{% trans 'Uncategorized' %}{% endif %}</th>
+          <td>
+            {% for currency in category.currencies.values %}
+              {% if currency.total_income != 0 %}
+              <c-amount.display
+                  :amount="currency.total_income"
+                  :prefix="currency.currency.prefix"
+                  :suffix="currency.currency.suffix"
+                  :decimal_places="currency.currency.decimal_places"
+                  color="green"></c-amount.display>
+              {% else %}
+                <div>-</div>
+              {% endif %}
+            {% endfor %}
+          </td>
+          <td>
+            {% for currency in category.currencies.values %}
+              {% if currency.total_expense != 0 %}
+              <c-amount.display
+                  :amount="currency.total_expense"
+                  :prefix="currency.currency.prefix"
+                  :suffix="currency.currency.suffix"
+                  :decimal_places="currency.currency.decimal_places"
+                  color="red"></c-amount.display>
+              {% else %}
+                <div>-</div>
+              {% endif %}
+            {% endfor %}
+          </td>
+          <td>
+            {% for currency in category.currencies.values %}
+              {% if currency.total_final != 0 %}
+              <c-amount.display
+                  :amount="currency.total_final"
+                  :prefix="currency.currency.prefix"
+                  :suffix="currency.currency.suffix"
+                  :decimal_places="currency.currency.decimal_places"
+                  color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
+              {% else %}
+                <div>-</div>
+              {% endif %}
+            {% endfor %}
+          </td>
+        </tr>
+      {% endfor %}
+      </tbody>
+    </table>
+  </div>
+  {% else %}
+    <c-msg.empty title="{% translate "No categories" %}"></c-msg.empty>
+  {% endif %}
+</div>

app/templates/insights/fragments/late_transactions.html

@@ -0,0 +1,18 @@
+{% load i18n %}
+
+
+<div hx-get="{% url 'insights_late_transactions' %}" hx-trigger="updated from:window" class="show-loading"
+     id="transactions-list" hx-swap="outerHTML">
+  {% if transactions %}
+    {% for transaction in transactions %}
+      <c-transaction.item :transaction="transaction"></c-transaction.item>
+    {% endfor %}
+    {# Floating bar #}
+    <c-ui.transactions-action-bar></c-ui.transactions-action-bar>
+  {% else %}
+    <c-msg.empty
+        icon="fa-regular fa-hourglass"
+        title="{% translate 'All good!' %}"
+        subtitle="{% translate "No late transactions" %}"></c-msg.empty>
+  {% endif %}
+</div>

app/templates/insights/fragments/latest_transactions.html

@@ -0,0 +1,16 @@
+{% load i18n %}
+
+
+<div hx-get="{% url 'insights_late_transactions' %}" hx-trigger="updated from:window" class="show-loading"
+     id="transactions-list" hx-swap="outerHTML">
+  {% if transactions %}
+    {% for transaction in transactions %}
+      <c-transaction.item :transaction="transaction"></c-transaction.item>
+    {% endfor %}
+    {# Floating bar #}
+    <c-ui.transactions-action-bar></c-ui.transactions-action-bar>
+  {% else %}
+    <c-msg.empty
+        title="{% translate 'No recent transactions' %}"></c-msg.empty>
+  {% endif %}
+</div>

app/templates/insights/fragments/sankey.html

@@ -7,7 +7,7 @@
   <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"
+<div class="chart-container position-relative tw-min-h-[85vh] tw-max-h-[85vh] tw-h-full tw-w-full"
      id="sankeyContainer"
      _="init call setupSankeyChart() end">
   <canvas id="sankeyChart"></canvas>
@@ -64,6 +64,7 @@
                 alpha: 0.5,
                 size: 'max',
                 color: "white",
+                nodePadding: 30,
                 priority: data.nodes.reduce((acc, node) => {
                     acc[node.id] = node.priority;
                     return acc;
@@ -77,6 +78,9 @@
             options: {
                 responsive: true,
                 maintainAspectRatio: false,
+                layout: {
+                    padding: 20
+                },
                 plugins: {
                     tooltip: {
                         callbacks: {

app/templates/insights/pages/index.html

@@ -4,11 +4,12 @@
 
 {% block content %}
   <div class="container-fluid">
-    <div class="row my-3">
+    <div class="row my-3 h-100">
       <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
+        <div class="position-sticky tw-top-3">
+          <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)/>
 
@@ -28,65 +29,92 @@
                       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>
+                 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="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="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="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
+              <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>
-          <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 'category_explorer_index' %}"
-                  hx-include="#picker-form, #picker-type"
-                  hx-indicator="#tab-content"
-                  hx-target="#tab-content">{% trans 'Category Explorer' %}
-          </button>
+              <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>
+          <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>
+            <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 'category_explorer_index' %}"
+                    hx-include="#picker-form, #picker-type"
+                    hx-indicator="#tab-content"
+                    hx-target="#tab-content">{% trans 'Category Explorer' %}
+            </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 'category_overview' %}"
+                    hx-include="#picker-form, #picker-type"
+                    hx-indicator="#tab-content"
+                    hx-target="#tab-content">{% trans 'Categories Overview' %}
+            </button>
+            <hr>
+            <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_late_transactions' %}"
+                    hx-indicator="#tab-content"
+                    hx-target="#tab-content">{% trans 'Late Transactions' %}
+            </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_latest_transactions' %}"
+                    hx-indicator="#tab-content"
+                    hx-target="#tab-content">{% trans 'Latest Transactions' %}
+            </button>
+          </div>
         </div>
       </div>
       <div class="col-md-9 col-lg-10">

app/templates/mini_tools/currency_converter/currency_converter.html

@@ -45,7 +45,7 @@
       </div>
     </div>
     <div class="row">
-      <div class="tw-cursor-pointer text-primary text-end" 
+      <div class="tw-cursor-pointer text-primary text-end"
            _="on click
                 set from_value to #id_from_currency's value
                 set to_value to #id_to_currency's value
@@ -58,5 +58,39 @@
         <i class="fa-solid fa-rotate me-2"></i><span>{% trans 'Invert' %}</span>
       </div>
     </div>
+    <hr>
+    <div class="row row-cols-1 row-cols-md-2 row-cols-lg-3 g-4">
+      {% for currency, data in rate_map.items %}
+        <div class="col">
+          <c-ui.info-card color="yellow" title="{{ currency }}">
+            {% for rate in data.rates.values %}
+              <div class="d-flex justify-content-between align-items-baseline mt-2">
+                <div class="text-end font-monospace">
+                  <div class="tw-text-gray-400">
+{#                    <c-amount.display#}
+{#                        :amount="1"#}
+{#                        :prefix="data.prefix"#}
+{#                        :suffix="data.suffix"#}
+{#                        :decimal_places="data.decimal_places"></c-amount.display>#}
+                  </div>
+                </div>
+                <div class="dotted-line flex-grow-1"></div>
+                {% if currency.income_projected != 0 %}
+                  <div class="text-end font-monospace tw-text-green-400">
+                    <c-amount.display
+                        :amount="rate.rate"
+                        :prefix="rate.prefix"
+                        :suffix="rate.suffix"
+                        :decimal_places="rate.decimal_places"></c-amount.display>
+                  </div>
+                {% else %}
+                  <div class="text-end font-monospace">-</div>
+                {% endif %}
+              </div>
+            {% endfor %}
+          </c-ui.info-card>
+        </div>
+      {% endfor %}
+    </div>
   </div>
 {% endblock %}

app/templates/monthly_overview/pages/overview.html

@@ -174,7 +174,7 @@
         </div>
         <div id="search" class="my-3">
           <label class="w-100">
-          <input type="search" class="form-control" placeholder="Buscar" hx-preserve id="quick-search"
+          <input type="search" class="form-control" placeholder="{% translate 'Search' %}" hx-preserve id="quick-search"
                  _="on input or search or htmx:afterSwap from window
                       if my value is empty
                         trigger toggle on <.transactions-divider-collapse/>

frontend/src/application/datepicker.js

@@ -2,12 +2,14 @@ import AirDatepicker from 'air-datepicker';
 import en from 'air-datepicker/locale/en';
 import ptBr from 'air-datepicker/locale/pt-BR';
 import nl from 'air-datepicker/locale/nl';
+import de from 'air-datepicker/locale/de';
 import {createPopper} from '@popperjs/core';
 
 const locales = {
     'pt': ptBr,
     'en': en,
-    'nl': nl
+    'nl': nl,
+    'de': de
 };
 
 function isMobileDevice() {
@@ -40,9 +42,10 @@ window.DatePicker = function createDynamicDatePicker(element) {
         dateFormat: element.dataset.dateFormat,
         timeFormat: element.dataset.timeFormat,
         timepicker: element.dataset.timepicker === 'true',
+        toggleSelected: element.dataset.toggleSelected === 'true',
         autoClose: element.dataset.autoClose === 'true',
         buttons: element.dataset.clearButton === 'true' ? ['clear', todayButton] : [todayButton],
-        locale: locales[element.dataset.language],
+        locale: locales[element.dataset.language] || locales['en'],
         onSelect: ({date, formattedDate, datepicker}) => {
             const _event = new CustomEvent("change", {
                 bubbles: true,
@@ -96,7 +99,6 @@ window.DatePicker = function createDynamicDatePicker(element) {
     return new AirDatepicker(element, opts);
 };
 
-
 window.MonthYearPicker = function createDynamicDatePicker(element) {
     let todayButton = {
         content: element.dataset.nowButtonTxt,
@@ -114,9 +116,10 @@ window.MonthYearPicker = function createDynamicDatePicker(element) {
         view: 'months',
         minView: 'months',
         dateFormat: 'MMMM yyyy',
+        toggleSelected: element.dataset.toggleSelected === 'true',
         autoClose: element.dataset.autoClose === 'true',
         buttons: element.dataset.clearButton === 'true' ? ['clear', todayButton] : [todayButton],
-        locale: locales[element.dataset.language],
+        locale: locales[element.dataset.language] || locales['en'],
         onSelect: ({date, formattedDate, datepicker}) => {
             const _event = new CustomEvent("change", {
                 bubbles: true,
@@ -163,8 +166,8 @@ window.MonthYearPicker = function createDynamicDatePicker(element) {
     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")];
+        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);
 };
@@ -186,9 +189,10 @@ window.YearPicker = function createDynamicDatePicker(element) {
         view: 'years',
         minView: 'years',
         dateFormat: 'yyyy',
+        toggleSelected: element.dataset.toggleSelected === 'true',
         autoClose: element.dataset.autoClose === 'true',
         buttons: element.dataset.clearButton === 'true' ? ['clear', todayButton] : [todayButton],
-        locale: locales[element.dataset.language],
+        locale: locales[element.dataset.language] || locales['en'],
         onSelect: ({date, formattedDate, datepicker}) => {
             const _event = new CustomEvent("change", {
                 bubbles: true,
@@ -235,8 +239,8 @@ window.YearPicker = function createDynamicDatePicker(element) {
     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")];
+        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);
 };

requirements.txt

@@ -12,6 +12,7 @@ django-cotton~=1.2.1
 django-pwa~=2.0.1
 djangorestframework~=3.15.2
 drf-spectacular~=0.27.2
+django-import-export~=4.3.5
 
 gunicorn==22.0.0
 whitenoise[brotli]==6.6.0