Merge pull request #184

feat(tools:currency-converter): show 1:1 rates for all available currencies

app/apps/export_app/resources/currencies.py

@@ -2,13 +2,15 @@ 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=widgets.ForeignKeyWidget(Currency, "name"),
+        widget=SkipMissingForeignKeyWidget(Currency, "name"),
     )
 
     class Meta:
@@ -26,6 +28,9 @@ class ExchangeRateResource(resources.ModelResource):
         column_name="to_currency",
         widget=widgets.ForeignKeyWidget(Currency, "name"),
     )
+    rate = fields.Field(
+        attribute="rate", column_name="rate", widget=UniversalDecimalWidget()
+    )
 
     class Meta:
         model = ExchangeRate

app/apps/export_app/resources/dca.py

@@ -3,6 +3,7 @@ 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):
@@ -22,5 +23,16 @@ class DCAStrategyResource(resources.ModelResource):
 
 
 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/transactions.py

@@ -13,6 +13,7 @@ from apps.transactions.models import (
     RecurringTransaction,
     InstallmentPlan,
 )
+from apps.export_app.widgets.numbers import UniversalDecimalWidget
 
 
 class TransactionResource(resources.ModelResource):
@@ -44,6 +45,12 @@ class TransactionResource(resources.ModelResource):
         column_name="internal_id", attribute="internal_id"
     )
 
+    amount = fields.Field(
+        attribute="amount",
+        column_name="amount",
+        widget=UniversalDecimalWidget(),
+    )
+
     class Meta:
         model = Transaction
 
@@ -91,6 +98,12 @@ class RecurringTransactionResource(resources.ModelResource):
         widget=AutoCreateManyToManyWidget(TransactionEntity, field="name"),
     )
 
+    amount = fields.Field(
+        attribute="amount",
+        column_name="amount",
+        widget=UniversalDecimalWidget(),
+    )
+
     class Meta:
         model = RecurringTransaction
 
@@ -120,5 +133,11 @@ class InstallmentPlanResource(resources.ModelResource):
         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/views.py

@@ -240,11 +240,6 @@ def process_imports(request, cleaned_data):
             dataset = Dataset()
             dataset.load(content, format="csv")
 
-            # Debug logging
-            logger.debug(f"Importing {field_name}")
-            logger.debug(f"Headers: {dataset.headers}")
-            logger.debug(f"First row: {dataset[0] if len(dataset) > 0 else 'No data'}")
-
             # Perform the import
             result = resource.import_data(
                 dataset,
@@ -265,6 +260,8 @@ def process_imports(request, cleaned_data):
             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:
@@ -273,10 +270,12 @@ def process_imports(request, cleaned_data):
                     with z.open(filename) as f:
                         content = f.read().decode("utf-8")
 
-                        for field_name, resource_class in import_order:
-                            if name == field_name:
-                                import_dataset(content, resource_class, field_name)
-                                break
+                        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:

app/apps/export_app/widgets/foreign_key.py

@@ -9,3 +9,14 @@ class AutoCreateForeignKeyWidget(ForeignKeyWidget):
             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/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/insights/urls.py

@@ -29,4 +29,14 @@ urlpatterns = [
         views.category_sum_by_currency,
         name="category_sum_by_currency",
     ),
+    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

@@ -14,8 +14,7 @@ def get_category_sums_by_account(queryset, category=None):
             current_income=Coalesce(
                 Sum(
                     Case(
-                        When(type="IN", then="amount"),
-                        When(is_paid=True, then="amount"),
+                        When(type="IN", is_paid=True, then="amount"),
                         default=Value(0),
                         output_field=DecimalField(max_digits=42, decimal_places=30),
                     )
@@ -26,8 +25,7 @@ def get_category_sums_by_account(queryset, category=None):
             current_expense=Coalesce(
                 Sum(
                     Case(
-                        When(type="EX", then=-F("amount")),
-                        When(is_paid=True, then="amount"),
+                        When(type="EX", is_paid=True, then=-F("amount")),
                         default=Value(0),
                         output_field=DecimalField(max_digits=42, decimal_places=30),
                     )
@@ -38,8 +36,7 @@ def get_category_sums_by_account(queryset, category=None):
             projected_income=Coalesce(
                 Sum(
                     Case(
-                        When(type="IN", then="amount"),
-                        When(is_paid=False, then="amount"),
+                        When(type="IN", is_paid=False, then="amount"),
                         default=Value(0),
                         output_field=DecimalField(max_digits=42, decimal_places=30),
                     )
@@ -50,8 +47,7 @@ def get_category_sums_by_account(queryset, category=None):
             projected_expense=Coalesce(
                 Sum(
                     Case(
-                        When(type="EX", then=-F("amount")),
-                        When(is_paid=False, then="amount"),
+                        When(type="EX", is_paid=False, then=-F("amount")),
                         default=Value(0),
                         output_field=DecimalField(max_digits=42, decimal_places=30),
                     )
@@ -97,8 +93,7 @@ def get_category_sums_by_currency(queryset, category=None):
             current_income=Coalesce(
                 Sum(
                     Case(
-                        When(type="IN", then="amount"),
-                        When(is_paid=True, then="amount"),
+                        When(type="IN", is_paid=True, then="amount"),
                         default=Value(0),
                         output_field=DecimalField(max_digits=42, decimal_places=30),
                     )
@@ -109,8 +104,7 @@ def get_category_sums_by_currency(queryset, category=None):
             current_expense=Coalesce(
                 Sum(
                     Case(
-                        When(type="EX", then=-F("amount")),
-                        When(is_paid=True, then="amount"),
+                        When(type="EX", is_paid=True, then=-F("amount")),
                         default=Value(0),
                         output_field=DecimalField(max_digits=42, decimal_places=30),
                     )
@@ -121,8 +115,7 @@ def get_category_sums_by_currency(queryset, category=None):
             projected_income=Coalesce(
                 Sum(
                     Case(
-                        When(type="IN", then="amount"),
-                        When(is_paid=False, then="amount"),
+                        When(type="IN", is_paid=False, then="amount"),
                         default=Value(0),
                         output_field=DecimalField(max_digits=42, decimal_places=30),
                     )
@@ -133,8 +126,7 @@ def get_category_sums_by_currency(queryset, category=None):
             projected_expense=Coalesce(
                 Sum(
                     Case(
-                        When(type="EX", then=-F("amount")),
-                        When(is_paid=False, then="amount"),
+                        When(type="EX", is_paid=False, then=-F("amount")),
                         default=Value(0),
                         output_field=DecimalField(max_digits=42, decimal_places=30),
                     )

app/apps/insights/views.py

@@ -22,7 +22,7 @@ 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
 
 
 @login_required
@@ -157,3 +157,31 @@ def category_sum_by_currency(request):
         "insights/fragments/category_explorer/charts/currency.html",
         {"currency_data": currency_data},
     )
+
+
+@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)[: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/locale/de/LC_MESSAGES/django.po

@@ -8,7 +8,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-02-19 13:44-0300\n"
+"POT-Creation-Date: 2025-02-19 23:05-0300\n"
 "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
 "Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
 "Language-Team: LANGUAGE <LL@li.org>\n"
@@ -773,15 +773,15 @@ msgstr ""
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr ""
 
-#: apps/export_app/views.py:169
+#: apps/export_app/views.py:168
 msgid "You have to select at least one export"
 msgstr ""
 
-#: apps/export_app/views.py:187
+#: apps/export_app/views.py:186
 msgid "Data restored successfully"
 msgstr ""
 
-#: apps/export_app/views.py:199
+#: apps/export_app/views.py:198
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -865,17 +865,17 @@ msgstr ""
 msgid "Uncategorized"
 msgstr ""
 
-#: apps/insights/utils/category_explorer.py:70
-#: apps/insights/utils/category_explorer.py:153
+#: apps/insights/utils/category_explorer.py:66
+#: apps/insights/utils/category_explorer.py:145
 #: templates/cotton/ui/percentage_distribution.html:10
 #: templates/cotton/ui/percentage_distribution.html:14
-#: templates/insights/fragments/category_explorer/charts/account.html:60
-#: templates/insights/fragments/category_explorer/charts/currency.html:60
+#: templates/insights/fragments/category_explorer/charts/account.html:72
+#: templates/insights/fragments/category_explorer/charts/currency.html:72
 msgid "Current Income"
 msgstr ""
 
-#: apps/insights/utils/category_explorer.py:74
-#: apps/insights/utils/category_explorer.py:157
+#: apps/insights/utils/category_explorer.py:70
+#: apps/insights/utils/category_explorer.py:149
 #: templates/cotton/ui/percentage_distribution.html:24
 #: templates/cotton/ui/percentage_distribution.html:28
 #: templates/insights/fragments/category_explorer/charts/account.html:66
@@ -883,21 +883,21 @@ msgstr ""
 msgid "Current Expenses"
 msgstr ""
 
-#: apps/insights/utils/category_explorer.py:78
-#: apps/insights/utils/category_explorer.py:161
+#: apps/insights/utils/category_explorer.py:74
+#: apps/insights/utils/category_explorer.py:153
 #: templates/cotton/ui/percentage_distribution.html:3
 #: templates/cotton/ui/percentage_distribution.html:7
-#: templates/insights/fragments/category_explorer/charts/account.html:72
-#: templates/insights/fragments/category_explorer/charts/currency.html:72
+#: templates/insights/fragments/category_explorer/charts/account.html:78
+#: templates/insights/fragments/category_explorer/charts/currency.html:78
 msgid "Projected Income"
 msgstr ""
 
-#: apps/insights/utils/category_explorer.py:82
-#: apps/insights/utils/category_explorer.py:165
+#: apps/insights/utils/category_explorer.py:78
+#: apps/insights/utils/category_explorer.py:157
 #: templates/cotton/ui/percentage_distribution.html:17
 #: templates/cotton/ui/percentage_distribution.html:21
-#: templates/insights/fragments/category_explorer/charts/account.html:78
-#: templates/insights/fragments/category_explorer/charts/currency.html:78
+#: templates/insights/fragments/category_explorer/charts/account.html:60
+#: templates/insights/fragments/category_explorer/charts/currency.html:60
 msgid "Projected Expenses"
 msgstr ""
 
@@ -2392,8 +2392,8 @@ msgstr ""
 msgid "Confirm"
 msgstr ""
 
-#: templates/insights/fragments/category_explorer/charts/account.html:99
-#: templates/insights/fragments/category_explorer/charts/currency.html:91
+#: templates/insights/fragments/category_explorer/charts/account.html:100
+#: templates/insights/fragments/category_explorer/charts/currency.html:92
 #: templates/monthly_overview/fragments/monthly_account_summary.html:14
 #: templates/monthly_overview/fragments/monthly_currency_summary.html:13
 #: templates/transactions/fragments/all_account_summary.html:14
@@ -2413,6 +2413,18 @@ msgstr ""
 msgid "Income/Expense by Currency"
 msgstr ""
 
+#: templates/insights/fragments/late_transactions.html:15
+msgid "All good!"
+msgstr ""
+
+#: templates/insights/fragments/late_transactions.html:16
+msgid "No late transactions"
+msgstr ""
+
+#: templates/insights/fragments/latest_transactions.html:14
+msgid "No recent transactions"
+msgstr ""
+
 #: templates/insights/fragments/sankey.html:93
 msgid "From"
 msgstr ""
@@ -2443,18 +2455,26 @@ msgstr ""
 msgid "Date Range"
 msgstr ""
 
-#: templates/insights/pages/index.html:82
+#: templates/insights/pages/index.html:81
 msgid "Account Flow"
 msgstr ""
 
-#: templates/insights/pages/index.html:89
+#: templates/insights/pages/index.html:88
 msgid "Currency Flow"
 msgstr ""
 
-#: templates/insights/pages/index.html:96
+#: templates/insights/pages/index.html:95
 msgid "Category Explorer"
 msgstr ""
 
+#: templates/insights/pages/index.html:102
+msgid "Late Transactions"
+msgstr ""
+
+#: templates/insights/pages/index.html:108
+msgid "Latest Transactions"
+msgstr ""
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr ""

app/locale/nl/LC_MESSAGES/django.po

@@ -8,7 +8,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-02-19 13:44-0300\n"
+"POT-Creation-Date: 2025-02-19 23:05-0300\n"
 "PO-Revision-Date: 2025-02-12 06:58+0100\n"
 "Last-Translator: Dimitri Decrock <dimitri@fam-decrock.eu>\n"
 "Language-Team: \n"
@@ -795,17 +795,17 @@ msgstr "Herstel"
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr ""
 
-#: apps/export_app/views.py:169
+#: apps/export_app/views.py:168
 msgid "You have to select at least one export"
 msgstr ""
 
-#: apps/export_app/views.py:187
+#: apps/export_app/views.py:186
 #, fuzzy
 #| msgid "Tag updated successfully"
 msgid "Data restored successfully"
 msgstr "Label succesvol bijgewerkt"
 
-#: apps/export_app/views.py:199
+#: apps/export_app/views.py:198
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -891,17 +891,17 @@ msgstr "Run met succes verwijderd"
 msgid "Uncategorized"
 msgstr "Categorieën"
 
-#: apps/insights/utils/category_explorer.py:70
-#: apps/insights/utils/category_explorer.py:153
+#: apps/insights/utils/category_explorer.py:66
+#: apps/insights/utils/category_explorer.py:145
 #: templates/cotton/ui/percentage_distribution.html:10
 #: templates/cotton/ui/percentage_distribution.html:14
-#: templates/insights/fragments/category_explorer/charts/account.html:60
-#: templates/insights/fragments/category_explorer/charts/currency.html:60
+#: templates/insights/fragments/category_explorer/charts/account.html:72
+#: templates/insights/fragments/category_explorer/charts/currency.html:72
 msgid "Current Income"
 msgstr "Huidige inkomsten"
 
-#: apps/insights/utils/category_explorer.py:74
-#: apps/insights/utils/category_explorer.py:157
+#: apps/insights/utils/category_explorer.py:70
+#: apps/insights/utils/category_explorer.py:149
 #: templates/cotton/ui/percentage_distribution.html:24
 #: templates/cotton/ui/percentage_distribution.html:28
 #: templates/insights/fragments/category_explorer/charts/account.html:66
@@ -909,21 +909,21 @@ msgstr "Huidige inkomsten"
 msgid "Current Expenses"
 msgstr "Huidige uitgaven"
 
-#: apps/insights/utils/category_explorer.py:78
-#: apps/insights/utils/category_explorer.py:161
+#: apps/insights/utils/category_explorer.py:74
+#: apps/insights/utils/category_explorer.py:153
 #: templates/cotton/ui/percentage_distribution.html:3
 #: templates/cotton/ui/percentage_distribution.html:7
-#: templates/insights/fragments/category_explorer/charts/account.html:72
-#: templates/insights/fragments/category_explorer/charts/currency.html:72
+#: templates/insights/fragments/category_explorer/charts/account.html:78
+#: templates/insights/fragments/category_explorer/charts/currency.html:78
 msgid "Projected Income"
 msgstr "Verwachte inkomsten"
 
-#: apps/insights/utils/category_explorer.py:82
-#: apps/insights/utils/category_explorer.py:165
+#: apps/insights/utils/category_explorer.py:78
+#: apps/insights/utils/category_explorer.py:157
 #: templates/cotton/ui/percentage_distribution.html:17
 #: templates/cotton/ui/percentage_distribution.html:21
-#: templates/insights/fragments/category_explorer/charts/account.html:78
-#: templates/insights/fragments/category_explorer/charts/currency.html:78
+#: templates/insights/fragments/category_explorer/charts/account.html:60
+#: templates/insights/fragments/category_explorer/charts/currency.html:60
 msgid "Projected Expenses"
 msgstr "Verwachte uitgaven"
 
@@ -2436,8 +2436,8 @@ msgstr "Annuleer"
 msgid "Confirm"
 msgstr "Bevestig"
 
-#: templates/insights/fragments/category_explorer/charts/account.html:99
-#: templates/insights/fragments/category_explorer/charts/currency.html:91
+#: templates/insights/fragments/category_explorer/charts/account.html:100
+#: templates/insights/fragments/category_explorer/charts/currency.html:92
 #: templates/monthly_overview/fragments/monthly_account_summary.html:14
 #: templates/monthly_overview/fragments/monthly_currency_summary.html:13
 #: templates/transactions/fragments/all_account_summary.html:14
@@ -2459,6 +2459,22 @@ msgstr ""
 msgid "Income/Expense by Currency"
 msgstr "Eenheid Wisselgeld"
 
+#: templates/insights/fragments/late_transactions.html:15
+msgid "All good!"
+msgstr ""
+
+#: templates/insights/fragments/late_transactions.html:16
+#, fuzzy
+#| msgid "Filter transactions"
+msgid "No late transactions"
+msgstr "Filter verrichtingen"
+
+#: templates/insights/fragments/latest_transactions.html:14
+#, fuzzy
+#| msgid "No recurring transactions"
+msgid "No recent transactions"
+msgstr "Geen terugkerende verrichtingen"
+
 #: templates/insights/fragments/sankey.html:93
 msgid "From"
 msgstr ""
@@ -2495,24 +2511,36 @@ msgstr ""
 msgid "Date Range"
 msgstr "Datum en Tijd"
 
-#: templates/insights/pages/index.html:82
+#: templates/insights/pages/index.html:81
 #, fuzzy
 #| msgid "Account"
 msgid "Account Flow"
 msgstr "Rekening"
 
-#: templates/insights/pages/index.html:89
+#: templates/insights/pages/index.html:88
 #, fuzzy
 #| msgid "Currency Code"
 msgid "Currency Flow"
 msgstr "Munteenheids Code"
 
-#: templates/insights/pages/index.html:96
+#: templates/insights/pages/index.html:95
 #, fuzzy
 #| msgid "Category name"
 msgid "Category Explorer"
 msgstr "Naam van categorie"
 
+#: templates/insights/pages/index.html:102
+#, fuzzy
+#| msgid "Transactions"
+msgid "Late Transactions"
+msgstr "Verrichtingen"
+
+#: templates/insights/pages/index.html:108
+#, fuzzy
+#| msgid "Transactions"
+msgid "Latest Transactions"
+msgstr "Verrichtingen"
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr "Afbetalingsplan toevoegen"

app/locale/pt_BR/LC_MESSAGES/django.po

@@ -8,8 +8,8 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-02-19 13:44-0300\n"
-"PO-Revision-Date: 2025-02-19 13:50-0300\n"
+"POT-Creation-Date: 2025-02-19 23:05-0300\n"
+"PO-Revision-Date: 2025-02-19 23:06-0300\n"
 "Last-Translator: Herculino Trotta\n"
 "Language-Team: \n"
 "Language: pt_BR\n"
@@ -774,7 +774,7 @@ msgstr "Ação de editar de transação"
 
 #: apps/export_app/forms.py:143 apps/rules/models.py:290
 msgid "Update or create transaction actions"
-msgstr "Ações de atualizar ou criar transação "
+msgstr "Ações de atualizar ou criar transação"
 
 #: apps/export_app/forms.py:176 templates/cotton/transaction/item.html:158
 #: templates/cotton/ui/deleted_transactions_action_bar.html:47
@@ -787,15 +787,15 @@ msgstr "Restaurar"
 msgid "Please upload either a ZIP file or at least one CSV file"
 msgstr "Carregue um arquivo ZIP ou pelo menos um arquivo CSV"
 
-#: apps/export_app/views.py:169
+#: apps/export_app/views.py:168
 msgid "You have to select at least one export"
 msgstr "É necessário selecionar pelo menos uma exportação"
 
-#: apps/export_app/views.py:187
+#: apps/export_app/views.py:186
 msgid "Data restored successfully"
 msgstr "Dados restaurados com sucesso"
 
-#: apps/export_app/views.py:199
+#: apps/export_app/views.py:198
 msgid ""
 "There was an error restoring your data. Check the logs for more details."
 msgstr ""
@@ -881,17 +881,17 @@ msgstr "Importação apagada com sucesso"
 msgid "Uncategorized"
 msgstr "Sem categoria"
 
-#: apps/insights/utils/category_explorer.py:70
-#: apps/insights/utils/category_explorer.py:153
+#: apps/insights/utils/category_explorer.py:66
+#: apps/insights/utils/category_explorer.py:145
 #: templates/cotton/ui/percentage_distribution.html:10
 #: templates/cotton/ui/percentage_distribution.html:14
-#: templates/insights/fragments/category_explorer/charts/account.html:60
-#: templates/insights/fragments/category_explorer/charts/currency.html:60
+#: templates/insights/fragments/category_explorer/charts/account.html:72
+#: templates/insights/fragments/category_explorer/charts/currency.html:72
 msgid "Current Income"
 msgstr "Renda Atual"
 
-#: apps/insights/utils/category_explorer.py:74
-#: apps/insights/utils/category_explorer.py:157
+#: apps/insights/utils/category_explorer.py:70
+#: apps/insights/utils/category_explorer.py:149
 #: templates/cotton/ui/percentage_distribution.html:24
 #: templates/cotton/ui/percentage_distribution.html:28
 #: templates/insights/fragments/category_explorer/charts/account.html:66
@@ -899,21 +899,21 @@ msgstr "Renda Atual"
 msgid "Current Expenses"
 msgstr "Despesas Atuais"
 
-#: apps/insights/utils/category_explorer.py:78
-#: apps/insights/utils/category_explorer.py:161
+#: apps/insights/utils/category_explorer.py:74
+#: apps/insights/utils/category_explorer.py:153
 #: templates/cotton/ui/percentage_distribution.html:3
 #: templates/cotton/ui/percentage_distribution.html:7
-#: templates/insights/fragments/category_explorer/charts/account.html:72
-#: templates/insights/fragments/category_explorer/charts/currency.html:72
+#: templates/insights/fragments/category_explorer/charts/account.html:78
+#: templates/insights/fragments/category_explorer/charts/currency.html:78
 msgid "Projected Income"
 msgstr "Renda Prevista"
 
-#: apps/insights/utils/category_explorer.py:82
-#: apps/insights/utils/category_explorer.py:165
+#: apps/insights/utils/category_explorer.py:78
+#: apps/insights/utils/category_explorer.py:157
 #: templates/cotton/ui/percentage_distribution.html:17
 #: templates/cotton/ui/percentage_distribution.html:21
-#: templates/insights/fragments/category_explorer/charts/account.html:78
-#: templates/insights/fragments/category_explorer/charts/currency.html:78
+#: templates/insights/fragments/category_explorer/charts/account.html:60
+#: templates/insights/fragments/category_explorer/charts/currency.html:60
 msgid "Projected Expenses"
 msgstr "Despesas Previstas"
 
@@ -1082,7 +1082,7 @@ msgstr ""
 
 #: apps/rules/models.py:289
 msgid "Update or create transaction action"
-msgstr " Ação de atualizar ou criar transação"
+msgstr "Ação de atualizar ou criar transação"
 
 #: apps/rules/views.py:52
 msgid "Rule deactivated successfully"
@@ -2419,8 +2419,8 @@ msgstr "Cancelar"
 msgid "Confirm"
 msgstr "Confirmar"
 
-#: templates/insights/fragments/category_explorer/charts/account.html:99
-#: templates/insights/fragments/category_explorer/charts/currency.html:91
+#: templates/insights/fragments/category_explorer/charts/account.html:100
+#: templates/insights/fragments/category_explorer/charts/currency.html:92
 #: templates/monthly_overview/fragments/monthly_account_summary.html:14
 #: templates/monthly_overview/fragments/monthly_currency_summary.html:13
 #: templates/transactions/fragments/all_account_summary.html:14
@@ -2440,6 +2440,18 @@ msgstr "Gasto/Despesa por Conta"
 msgid "Income/Expense by Currency"
 msgstr "Gasto/Despesa por Moeda"
 
+#: templates/insights/fragments/late_transactions.html:15
+msgid "All good!"
+msgstr "Tudo certo!"
+
+#: templates/insights/fragments/late_transactions.html:16
+msgid "No late transactions"
+msgstr "Nenhuma transação atrasada"
+
+#: templates/insights/fragments/latest_transactions.html:14
+msgid "No recent transactions"
+msgstr "Nenhuma transação recente"
+
 #: templates/insights/fragments/sankey.html:93
 msgid "From"
 msgstr "De"
@@ -2470,18 +2482,26 @@ msgstr "Intervalo de Ano"
 msgid "Date Range"
 msgstr "Intervalo de Data"
 
-#: templates/insights/pages/index.html:82
+#: templates/insights/pages/index.html:81
 msgid "Account Flow"
 msgstr "Fluxo de Conta"
 
-#: templates/insights/pages/index.html:89
+#: templates/insights/pages/index.html:88
 msgid "Currency Flow"
 msgstr "Fluxo de Moeda"
 
-#: templates/insights/pages/index.html:96
+#: templates/insights/pages/index.html:95
 msgid "Category Explorer"
 msgstr "Explorador de Categoria"
 
+#: templates/insights/pages/index.html:102
+msgid "Late Transactions"
+msgstr "Transações Atrasadas"
+
+#: templates/insights/pages/index.html:108
+msgid "Latest Transactions"
+msgstr "Últimas Transações"
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr "Adicionar parcelamento"

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

@@ -57,9 +57,9 @@
                       labels: accountData.labels,
                       datasets: [
                           {
-                              label: "{% trans 'Current Income' %}",
-                              data: accountData.datasets[0].data,
-                              backgroundColor: '#4dde80',
+                              label: "{% trans 'Projected Expenses' %}",
+                              data: accountData.datasets[3].data,
+                              backgroundColor: '#f8717180', // Added transparency
                               stack: 'stack0'
                           },
                           {
@@ -68,18 +68,19 @@
                               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'
                           },
-                          {
-                              label: "{% trans 'Projected Expenses' %}",
-                              data: accountData.datasets[3].data,
-                              backgroundColor: '#f8717180', // Added transparency
-                              stack: 'stack0'
-                          }
+
                       ]
                   },
                   options: {

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

@@ -57,9 +57,9 @@
                       labels: currencyData.labels,
                       datasets: [
                           {
-                              label: "{% trans 'Current Income' %}",
-                              data: currencyData.datasets[0].data,
-                              backgroundColor: '#4dde80',
+                              label: "{% trans 'Projected Expenses' %}",
+                              data: currencyData.datasets[3].data,
+                              backgroundColor: '#f8717180', // Added transparency
                               stack: 'stack0'
                           },
                           {
@@ -68,18 +68,19 @@
                               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'
                           },
-                          {
-                              label: "{% trans 'Projected Expenses' %}",
-                              data: currencyData.datasets[3].data,
-                              backgroundColor: '#f8717180', // Added transparency
-                              stack: 'stack0'
-                          }
+
                       ]
                   },
                   options: chartOptions

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/pages/index.html

@@ -72,7 +72,6 @@
               </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"
@@ -95,6 +94,19 @@
                     hx-indicator="#tab-content"
                     hx-target="#tab-content">{% trans 'Category Explorer' %}
             </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>

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 %}