locale(Portuguese (Brazil)): update translation

Currently translated at 100.0% (611 of 611 strings)

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

.github/workflows/release.yml

@@ -20,6 +20,10 @@ on:
 env:
   IMAGE_NAME: wygiwyh
 
+concurrency:
+  group: release
+  cancel-in-progress: false
+
 jobs:
   build-and-push:
     runs-on: ubuntu-latest

.github/workflows/translations.yml

@@ -0,0 +1,72 @@
+name: Django Translation Update
+
+on:
+  push:
+    branches: [ main ]
+  # Add manual trigger
+  workflow_dispatch:
+    inputs:
+      reason:
+        description: 'Reason for running'
+        required: false
+        default: 'Manual update of translation files'
+
+# Ensure only one translation job runs at a time
+concurrency:
+  group: django-translations
+  cancel-in-progress: false
+
+jobs:
+  update-translations:
+    runs-on: ubuntu-latest
+    permissions:
+      contents: write
+    # Skip on PRs from forks (which don't have write permissions)
+    # Allow manual runs and pushes to main
+    if: github.event_name == 'workflow_dispatch' || github.event_name == 'push' || (github.event_name == 'pull_request' && github.event.pull_request.head.repo.full_name == github.repository)
+
+    steps:
+      - name: Checkout code
+        uses: actions/checkout@v4
+        with:
+          token: ${{ secrets.PAT }}
+          ref: ${{ github.head_ref }}
+
+      - name: Set up Python 3.11
+        uses: actions/setup-python@v4
+        with:
+          python-version: '3.11'
+
+      - name: Install dependencies
+        run: |
+          python -m pip install --upgrade pip
+          pip install -r requirements.txt
+
+      - name: Install gettext
+        run: sudo apt-get install -y gettext
+
+      - name: Run makemessages
+        run: |
+          cd app
+          python manage.py makemessages -a
+
+      - name: Check for changes
+        id: check_changes
+        run: |
+          if git diff --exit-code --quiet app/locale/; then
+            echo "No translation changes detected"
+          else
+            echo "changes_detected=true" >> $GITHUB_OUTPUT
+            echo "Translation changes detected"
+          fi
+
+      - name: Commit translation files
+        if: steps.check_changes.outputs.changes_detected == 'true'
+        uses: stefanzweifel/git-auto-commit-action@v5
+        with:
+          push_options: --force
+          commit_message: |
+            chore(locale): update translation files
+            
+            [skip ci] Automatically generated by Django makemessages workflow
+          file_pattern: "app/locale/**/*.po"

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

@@ -163,6 +163,7 @@ AUTH_USER_MODEL = "users.User"
 
 LANGUAGE_CODE = "en"
 LANGUAGES = (
+    ("de", "Deutsch"),
     ("en", "English"),
     ("nl", "Nederlands"),
     ("pt-br", "Português (Brasil)"),

app/apps/accounts/admin.py

@@ -1,6 +1,14 @@
 from django.contrib import admin
 
-from apps.accounts.models import Account
+from apps.accounts.models import Account, AccountGroup
+from apps.common.admin import SharedObjectModelAdmin
 
 
-admin.site.register(Account)
+@admin.register(Account)
+class AccountModelAdmin(SharedObjectModelAdmin):
+    pass
+
+
+@admin.register(AccountGroup)
+class AccountGroupModelAdmin(SharedObjectModelAdmin):
+    pass

app/apps/accounts/forms.py

@@ -77,6 +77,8 @@ class AccountForm(forms.ModelForm):
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
 
+        self.fields["group"].queryset = AccountGroup.objects.all()
+
         self.helper = FormHelper()
         self.helper.form_tag = False
         self.helper.form_method = "post"
@@ -151,5 +153,11 @@ class AccountBalanceForm(forms.Form):
             decimal_places=self.currency_decimal_places
         )
 
+        self.fields["category"].queryset = TransactionCategory.objects.filter(
+            active=True
+        )
+
+        self.fields["tags"].queryset = TransactionTag.objects.filter(active=True)
+
 
 AccountBalanceFormSet = forms.formset_factory(AccountBalanceForm, extra=0)

app/apps/accounts/migrations/0009_account_owner_account_shared_with_accountgroup_owner.py

@@ -0,0 +1,31 @@
+# Generated by Django 5.1.6 on 2025-03-04 15:07
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0008_alter_account_name'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='account',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='owned_accounts', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
+        ),
+        migrations.AddField(
+            model_name='account',
+            name='shared_with',
+            field=models.ManyToManyField(blank=True, related_name='shared_accounts', to=settings.AUTH_USER_MODEL, verbose_name='Shared With'),
+        ),
+        migrations.AddField(
+            model_name='accountgroup',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='owned_account_groups', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
+        ),
+    ]

app/apps/accounts/migrations/0010_alter_account_managers_alter_accountgroup_managers_and_more.py

@@ -0,0 +1,46 @@
+# Generated by Django 5.1.6 on 2025-03-05 02:42
+
+import django.db.models.manager
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0009_account_owner_account_shared_with_accountgroup_owner'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AlterModelManagers(
+            name='account',
+            managers=[
+                ('all_objects', django.db.models.manager.Manager()),
+            ],
+        ),
+        migrations.AlterModelManagers(
+            name='accountgroup',
+            managers=[
+                ('all_objects', django.db.models.manager.Manager()),
+            ],
+        ),
+        migrations.AlterField(
+            model_name='account',
+            name='name',
+            field=models.CharField(max_length=255, verbose_name='Name'),
+        ),
+        migrations.AlterField(
+            model_name='accountgroup',
+            name='name',
+            field=models.CharField(max_length=255, verbose_name='Name'),
+        ),
+        migrations.AlterUniqueTogether(
+            name='account',
+            unique_together={('owner', 'name')},
+        ),
+        migrations.AlterUniqueTogether(
+            name='accountgroup',
+            unique_together={('owner', 'name')},
+        ),
+    ]

app/apps/accounts/migrations/0011_alter_account_owner_alter_accountgroup_owner.py

@@ -0,0 +1,26 @@
+# Generated by Django 5.1.6 on 2025-03-05 04:19
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0010_alter_account_managers_alter_accountgroup_managers_and_more'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='account',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='owned_accounts', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
+        ),
+        migrations.AlterField(
+            model_name='accountgroup',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='owned_account_groups', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
+        ),
+    ]

app/apps/accounts/migrations/0012_alter_account_managers_alter_accountgroup_managers_and_more.py

@@ -0,0 +1,56 @@
+# Generated by Django 5.1.6 on 2025-03-05 23:46
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0011_alter_account_owner_alter_accountgroup_owner'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AlterModelManagers(
+            name='account',
+            managers=[
+            ],
+        ),
+        migrations.AlterModelManagers(
+            name='accountgroup',
+            managers=[
+            ],
+        ),
+        migrations.AddField(
+            model_name='account',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('shared', 'Shared'), ('public', 'Public')], default='private', max_length=10),
+        ),
+        migrations.AddField(
+            model_name='accountgroup',
+            name='shared_with',
+            field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AddField(
+            model_name='accountgroup',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('shared', 'Shared'), ('public', 'Public')], default='private', max_length=10),
+        ),
+        migrations.AlterField(
+            model_name='account',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AlterField(
+            model_name='account',
+            name='shared_with',
+            field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AlterField(
+            model_name='accountgroup',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
+        ),
+    ]

app/apps/accounts/migrations/0013_alter_account_visibility_and_more.py

@@ -0,0 +1,23 @@
+# Generated by Django 5.1.6 on 2025-03-06 01:47
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0012_alter_account_managers_alter_accountgroup_managers_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='account',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10),
+        ),
+        migrations.AlterField(
+            model_name='accountgroup',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10),
+        ),
+    ]

app/apps/accounts/migrations/0014_alter_account_options_alter_accountgroup_options.py

@@ -0,0 +1,21 @@
+# Generated by Django 5.1.7 on 2025-03-09 21:54
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0013_alter_account_visibility_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name='account',
+            options={'ordering': ['name', 'id'], 'verbose_name': 'Account', 'verbose_name_plural': 'Accounts'},
+        ),
+        migrations.AlterModelOptions(
+            name='accountgroup',
+            options={'ordering': ['name', 'id'], 'verbose_name': 'Account Group', 'verbose_name_plural': 'Account Groups'},
+        ),
+    ]

app/apps/accounts/models.py

@@ -1,24 +1,32 @@
+from django.conf import settings
 from django.core.exceptions import ValidationError
 from django.db import models
+from django.db.models import Q
 from django.utils.translation import gettext_lazy as _
 
 from apps.transactions.models import Transaction
+from apps.common.models import SharedObject, SharedObjectManager
 
 
-class AccountGroup(models.Model):
-    name = models.CharField(max_length=255, verbose_name=_("Name"), unique=True)
+class AccountGroup(SharedObject):
+    name = models.CharField(max_length=255, verbose_name=_("Name"))
+
+    objects = SharedObjectManager()
+    all_objects = models.Manager()  # Unfiltered manager
 
     class Meta:
         verbose_name = _("Account Group")
         verbose_name_plural = _("Account Groups")
         db_table = "account_groups"
+        unique_together = (("owner", "name"),)
+        ordering = ["name", "id"]
 
     def __str__(self):
         return self.name
 
 
-class Account(models.Model):
-    name = models.CharField(max_length=255, verbose_name=_("Name"), unique=True)
+class Account(SharedObject):
+    name = models.CharField(max_length=255, verbose_name=_("Name"))
     group = models.ForeignKey(
         AccountGroup,
         on_delete=models.SET_NULL,
@@ -55,9 +63,14 @@ class Account(models.Model):
         help_text=_("Archived accounts don't show up nor count towards your net worth"),
     )
 
+    objects = SharedObjectManager()
+    all_objects = models.Manager()  # Unfiltered manager
+
     class Meta:
         verbose_name = _("Account")
         verbose_name_plural = _("Accounts")
+        unique_together = (("owner", "name"),)
+        ordering = ["name", "id"]
 
     def __str__(self):
         return self.name

app/apps/accounts/urls.py

@@ -16,11 +16,21 @@ urlpatterns = [
         views.account_edit,
         name="account_edit",
     ),
+    path(
+        "account/<int:pk>/share/",
+        views.account_share,
+        name="account_share_settings",
+    ),
     path(
         "account/<int:pk>/delete/",
         views.account_delete,
         name="account_delete",
     ),
+    path(
+        "account/<int:pk>/take-ownership/",
+        views.account_take_ownership,
+        name="account_take_ownership",
+    ),
     path("account-groups/", views.account_groups_index, name="account_groups_index"),
     path("account-groups/list/", views.account_groups_list, name="account_groups_list"),
     path("account-groups/add/", views.account_group_add, name="account_group_add"),
@@ -34,4 +44,14 @@ urlpatterns = [
         views.account_group_delete,
         name="account_group_delete",
     ),
+    path(
+        "account-groups/<int:pk>/take-ownership/",
+        views.account_group_take_ownership,
+        name="account_group_take_ownership",
+    ),
+    path(
+        "account-groups/<int:pk>/share/",
+        views.account_share,
+        name="account_group_share_settings",
+    ),
 ]

app/apps/accounts/views/account_groups.py

@@ -8,6 +8,8 @@ from django.views.decorators.http import require_http_methods
 from apps.accounts.forms import AccountGroupForm
 from apps.accounts.models import AccountGroup
 from apps.common.decorators.htmx import only_htmx
+from apps.common.models import SharedObject
+from apps.common.forms import SharedObjectForm
 
 
 @login_required
@@ -63,6 +65,16 @@ def account_group_add(request, **kwargs):
 def account_group_edit(request, pk):
     account_group = get_object_or_404(AccountGroup, id=pk)
 
+    if account_group.owner and account_group.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
+
     if request.method == "POST":
         form = AccountGroupForm(request.POST, instance=account_group)
         if form.is_valid():
@@ -91,9 +103,15 @@ def account_group_edit(request, pk):
 def account_group_delete(request, pk):
     account_group = get_object_or_404(AccountGroup, id=pk)
 
-    account_group.delete()
-
-    messages.success(request, _("Account Group deleted successfully"))
+    if (
+        account_group.owner != request.user
+        and request.user in account_group.shared_with.all()
+    ):
+        account_group.shared_with.remove(request.user)
+        messages.success(request, _("Item no longer shared with you"))
+    else:
+        account_group.delete()
+        messages.success(request, _("Account Group deleted successfully"))
 
     return HttpResponse(
         status=204,
@@ -101,3 +119,62 @@ def account_group_delete(request, pk):
             "HX-Trigger": "updated, hide_offcanvas",
         },
     )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def account_group_take_ownership(request, pk):
+    account_group = get_object_or_404(AccountGroup, id=pk)
+
+    if not account_group.owner:
+        account_group.owner = request.user
+        account_group.visibility = SharedObject.Visibility.private
+        account_group.save()
+
+        messages.success(request, _("Ownership taken successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas",
+        },
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def account_share(request, pk):
+    obj = get_object_or_404(AccountGroup, id=pk)
+
+    if obj.owner and obj.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
+
+    if request.method == "POST":
+        form = SharedObjectForm(request.POST, instance=obj, user=request.user)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Configuration saved successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas",
+                },
+            )
+    else:
+        form = SharedObjectForm(instance=obj, user=request.user)
+
+    return render(
+        request,
+        "accounts/fragments/share.html",
+        {"form": form, "object": obj},
+    )

app/apps/accounts/views/accounts.py

@@ -8,6 +8,8 @@ from django.views.decorators.http import require_http_methods
 from apps.accounts.forms import AccountForm
 from apps.accounts.models import Account
 from apps.common.decorators.htmx import only_htmx
+from apps.common.models import SharedObject
+from apps.common.forms import SharedObjectForm
 
 
 @login_required
@@ -62,6 +64,15 @@ def account_add(request, **kwargs):
 @require_http_methods(["GET", "POST"])
 def account_edit(request, pk):
     account = get_object_or_404(Account, id=pk)
+    if account.owner and account.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
 
     if request.method == "POST":
         form = AccountForm(request.POST, instance=account)
@@ -85,15 +96,77 @@ def account_edit(request, pk):
     )
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def account_share(request, pk):
+    obj = get_object_or_404(Account, id=pk)
+
+    if obj.owner and obj.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
+
+    if request.method == "POST":
+        form = SharedObjectForm(request.POST, instance=obj, user=request.user)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Configuration saved successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas",
+                },
+            )
+    else:
+        form = SharedObjectForm(instance=obj, user=request.user)
+
+    return render(
+        request,
+        "accounts/fragments/share.html",
+        {"form": form, "object": obj},
+    )
+
+
 @only_htmx
 @login_required
 @require_http_methods(["DELETE"])
 def account_delete(request, pk):
     account = get_object_or_404(Account, id=pk)
 
-    account.delete()
-
-    messages.success(request, _("Account deleted successfully"))
+    if account.owner != request.user and request.user in account.shared_with.all():
+        account.shared_with.remove(request.user)
+        messages.success(request, _("Item no longer shared with you"))
+    else:
+        account.delete()
+        messages.success(request, _("Account deleted successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas",
+        },
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def account_take_ownership(request, pk):
+    account = get_object_or_404(Account, id=pk)
+
+    if not account.owner:
+        account.owner = request.user
+        account.visibility = SharedObject.Visibility.private
+        account.save()
+
+        messages.success(request, _("Ownership taken successfully"))
 
     return HttpResponse(
         status=204,

app/apps/accounts/views/balance.py

@@ -38,9 +38,9 @@ def account_reconciliation(request):
             "prefix": account.currency.prefix,
             "current_balance": get_account_balance(account),
         }
-        for account in Account.objects.filter(is_archived=False).select_related(
-            "currency", "group"
-        )
+        for account in Account.objects.filter(is_archived=False)
+        .select_related("currency", "group")
+        .order_by("group", "name")
     ]
 
     if request.method == "POST":

app/apps/api/custom/pagination.py

@@ -0,0 +1,6 @@
+from rest_framework.pagination import PageNumberPagination
+
+
+class CustomPageNumberPagination(PageNumberPagination):
+    page_size = 100
+    page_size_query_param = "page_size"

app/apps/api/fields/transactions.py

@@ -1,8 +1,6 @@
-from drf_spectacular.types import OpenApiTypes
 from drf_spectacular.utils import extend_schema_field
 from rest_framework import serializers
 from django.utils.translation import gettext_lazy as _
-
 from apps.transactions.models import (
     TransactionCategory,
     TransactionTag,
@@ -29,7 +27,11 @@ class TransactionCategoryField(serializers.Field):
                     _("Category with this ID does not exist.")
                 )
         elif isinstance(data, str):
-            category, created = TransactionCategory.objects.get_or_create(name=data)
+            try:
+                category = TransactionCategory.objects.get(name=data)
+            except TransactionCategory.DoesNotExist:
+                category = TransactionCategory(name=data)
+                category.save()
             return category
         raise serializers.ValidationError(
             _("Invalid category data. Provide an ID or name.")
@@ -65,7 +67,11 @@ class TransactionTagField(serializers.Field):
                         _("Tag with this ID does not exist.")
                     )
             elif isinstance(item, str):
-                tag, created = TransactionTag.objects.get_or_create(name=item)
+                try:
+                    tag = TransactionTag.objects.get(name=item)
+                except TransactionTag.DoesNotExist:
+                    tag = TransactionTag(name=item)
+                    tag.save()
             else:
                 raise serializers.ValidationError(
                     _("Invalid tag data. Provide an ID or name.")
@@ -74,6 +80,13 @@ class TransactionTagField(serializers.Field):
         return tags
 
 
+@extend_schema_field(
+    {
+        "type": "array",
+        "items": {"oneOf": [{"type": "string"}, {"type": "integer"}]},
+        "description": "TransactionEntity ID or name. If the name doesn't exist, a new one will be created",
+    }
+)
 class TransactionEntityField(serializers.Field):
     def to_representation(self, value):
         return [{"id": entity.id, "name": entity.name} for entity in value.all()]
@@ -84,12 +97,16 @@ class TransactionEntityField(serializers.Field):
             if isinstance(item, int):
                 try:
                     entity = TransactionEntity.objects.get(pk=item)
-                except TransactionTag.DoesNotExist:
+                except TransactionEntity.DoesNotExist:
                     raise serializers.ValidationError(
                         _("Entity with this ID does not exist.")
                     )
             elif isinstance(item, str):
-                entity, created = TransactionEntity.objects.get_or_create(name=item)
+                try:
+                    entity = TransactionEntity.objects.get(name=item)
+                except TransactionEntity.DoesNotExist:
+                    entity = TransactionEntity(name=item)
+                    entity.save()
             else:
                 raise serializers.ValidationError(
                     _("Invalid entity data. Provide an ID or name.")

app/apps/api/serializers/transactions.py

@@ -1,3 +1,5 @@
+from decimal import Decimal
+
 from django.utils.translation import gettext_lazy as _
 from drf_spectacular import openapi
 from drf_spectacular.types import OpenApiTypes
@@ -21,6 +23,7 @@ from apps.transactions.models import (
     TransactionEntity,
     RecurringTransaction,
 )
+from apps.common.middleware.thread_local import get_current_user
 
 
 class TransactionCategorySerializer(serializers.ModelSerializer):
@@ -29,6 +32,10 @@ class TransactionCategorySerializer(serializers.ModelSerializer):
     class Meta:
         model = TransactionCategory
         fields = "__all__"
+        read_only_fields = [
+            "id",
+            "owner",
+        ]
 
 
 class TransactionTagSerializer(serializers.ModelSerializer):
@@ -37,6 +44,10 @@ class TransactionTagSerializer(serializers.ModelSerializer):
     class Meta:
         model = TransactionTag
         fields = "__all__"
+        read_only_fields = [
+            "id",
+            "owner",
+        ]
 
 
 class TransactionEntitySerializer(serializers.ModelSerializer):
@@ -45,12 +56,16 @@ class TransactionEntitySerializer(serializers.ModelSerializer):
     class Meta:
         model = TransactionEntity
         fields = "__all__"
+        read_only_fields = [
+            "id",
+            "owner",
+        ]
 
 
 class InstallmentPlanSerializer(serializers.ModelSerializer):
-    category = TransactionCategoryField(required=False)
-    tags = TransactionTagField(required=False)
-    entities = TransactionEntityField(required=False)
+    category: str | int = TransactionCategoryField(required=False)
+    tags: str | int = TransactionTagField(required=False)
+    entities: str | int = TransactionEntityField(required=False)
 
     permission_classes = [IsAuthenticated]
 
@@ -88,9 +103,9 @@ class InstallmentPlanSerializer(serializers.ModelSerializer):
 
 
 class RecurringTransactionSerializer(serializers.ModelSerializer):
-    category = TransactionCategoryField(required=False)
-    tags = TransactionTagField(required=False)
-    entities = TransactionEntityField(required=False)
+    category: str | int = TransactionCategoryField(required=False)
+    tags: str | int = TransactionTagField(required=False)
+    entities: str | int = TransactionEntityField(required=False)
 
     class Meta:
         model = RecurringTransaction
@@ -127,9 +142,9 @@ class RecurringTransactionSerializer(serializers.ModelSerializer):
 
 
 class TransactionSerializer(serializers.ModelSerializer):
-    category = TransactionCategoryField(required=False)
-    tags = TransactionTagField(required=False)
-    entities = TransactionEntityField(required=False)
+    category: str | int = TransactionCategoryField(required=False)
+    tags: str | int = TransactionTagField(required=False)
+    entities: str | int = TransactionEntityField(required=False)
 
     exchanged_amount = serializers.SerializerMethodField()
 
@@ -155,8 +170,16 @@ class TransactionSerializer(serializers.ModelSerializer):
             "installment_plan",
             "recurring_transaction",
             "installment_id",
+            "owner",
+            "deleted_at",
+            "deleted",
         ]
 
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.fields["account_id"].queryset = Account.objects.all()
+
     def validate(self, data):
         if not self.partial:
             if "date" in data and "reference_date" not in data:
@@ -192,5 +215,5 @@ class TransactionSerializer(serializers.ModelSerializer):
         return instance
 
     @staticmethod
-    def get_exchanged_amount(obj):
+    def get_exchanged_amount(obj) -> Decimal:
         return obj.exchanged_amount()

app/apps/api/views/accounts.py

@@ -1,4 +1,6 @@
 from rest_framework import viewsets
+
+from apps.api.custom.pagination import CustomPageNumberPagination
 from apps.accounts.models import AccountGroup, Account
 from apps.api.serializers import AccountGroupSerializer, AccountSerializer
 
@@ -6,12 +8,20 @@ from apps.api.serializers import AccountGroupSerializer, AccountSerializer
 class AccountGroupViewSet(viewsets.ModelViewSet):
     queryset = AccountGroup.objects.all()
     serializer_class = AccountGroupSerializer
+    pagination_class = CustomPageNumberPagination
+
+    def get_queryset(self):
+        return AccountGroup.objects.all().order_by("id")
 
 
 class AccountViewSet(viewsets.ModelViewSet):
     queryset = Account.objects.all()
     serializer_class = AccountSerializer
+    pagination_class = CustomPageNumberPagination
 
     def get_queryset(self):
-        queryset = super().get_queryset()
-        return queryset.select_related("group", "currency", "exchange_currency")
+        return (
+            Account.objects.all()
+            .order_by("id")
+            .select_related("group", "currency", "exchange_currency")
+        )

app/apps/api/views/transactions.py

@@ -1,5 +1,6 @@
 from rest_framework import viewsets
 
+from apps.api.custom.pagination import CustomPageNumberPagination
 from apps.api.serializers import (
     TransactionSerializer,
     TransactionCategorySerializer,
@@ -22,6 +23,7 @@ from apps.rules.signals import transaction_updated, transaction_created
 class TransactionViewSet(viewsets.ModelViewSet):
     queryset = Transaction.objects.all()
     serializer_class = TransactionSerializer
+    pagination_class = CustomPageNumberPagination
 
     def perform_create(self, serializer):
         instance = serializer.save()
@@ -35,27 +37,50 @@ class TransactionViewSet(viewsets.ModelViewSet):
         kwargs["partial"] = True
         return self.update(request, *args, **kwargs)
 
+    def get_queryset(self):
+        return Transaction.objects.all().order_by("-id")
+
 
 class TransactionCategoryViewSet(viewsets.ModelViewSet):
     queryset = TransactionCategory.objects.all()
     serializer_class = TransactionCategorySerializer
+    pagination_class = CustomPageNumberPagination
+
+    def get_queryset(self):
+        return TransactionCategory.objects.all().order_by("id")
 
 
 class TransactionTagViewSet(viewsets.ModelViewSet):
     queryset = TransactionTag.objects.all()
     serializer_class = TransactionTagSerializer
+    pagination_class = CustomPageNumberPagination
+
+    def get_queryset(self):
+        return TransactionTag.objects.all().order_by("id")
 
 
 class TransactionEntityViewSet(viewsets.ModelViewSet):
     queryset = TransactionEntity.objects.all()
     serializer_class = TransactionEntitySerializer
+    pagination_class = CustomPageNumberPagination
+
+    def get_queryset(self):
+        return TransactionEntity.objects.all().order_by("id")
 
 
 class InstallmentPlanViewSet(viewsets.ModelViewSet):
     queryset = InstallmentPlan.objects.all()
     serializer_class = InstallmentPlanSerializer
+    pagination_class = CustomPageNumberPagination
+
+    def get_queryset(self):
+        return InstallmentPlan.objects.all().order_by("-id")
 
 
 class RecurringTransactionViewSet(viewsets.ModelViewSet):
     queryset = RecurringTransaction.objects.all()
     serializer_class = RecurringTransactionSerializer
+    pagination_class = CustomPageNumberPagination
+
+    def get_queryset(self):
+        return RecurringTransaction.objects.all().order_by("-id")

app/apps/common/admin.py

@@ -0,0 +1,7 @@
+from django.contrib import admin
+
+
+class SharedObjectModelAdmin(admin.ModelAdmin):
+    def get_queryset(self, request):
+        # Use the all_objects manager to show all transactions, including deleted ones
+        return self.model.all_objects.all()

app/apps/common/fields/forms/dynamic_select.py

@@ -4,6 +4,7 @@ from django.db import transaction
 from django.utils.translation import gettext_lazy as _
 
 from apps.common.widgets.tom_select import TomSelect, TomSelectMultiple
+from apps.common.middleware.thread_local import get_current_user
 
 
 class DynamicModelChoiceField(forms.ModelChoiceField):
@@ -55,19 +56,24 @@ class DynamicModelChoiceField(forms.ModelChoiceField):
                 if self.create_field:
                     try:
                         with transaction.atomic():
-                            instance, _ = self.model.objects.update_or_create(
-                                **{self.create_field: value}
-                            )
+                            # First try to get the object
+                            lookup = {self.create_field: value}
+                            try:
+                                instance = self.model.objects.get(**lookup)
+                            except self.model.DoesNotExist:
+                                # Create a new instance directly
+                                instance = self.model(**lookup)
+                                instance.save()
+
                             self._created_instance = instance
                             return instance
                     except Exception as e:
-                        raise ValidationError(
-                            self.error_messages["invalid_choice"], code="invalid_choice"
-                        )
+                        raise ValidationError(_("Error creating new instance"))
                 else:
                     raise ValidationError(
                         self.error_messages["invalid_choice"], code="invalid_choice"
                     )
+
         return super().clean(value)
 
     def bound_data(self, data, initial):
@@ -90,8 +96,6 @@ class DynamicModelMultipleChoiceField(forms.ModelMultipleChoiceField):
 
     def __init__(self, model, **kwargs):
         """
-        Initialize the CreateIfNotExistsModelMultipleChoiceField.
-
         Args:
             create_field (str): The name of the field to use when creating new instances.
             *args: Variable length argument list.
@@ -123,33 +127,28 @@ class DynamicModelMultipleChoiceField(forms.ModelMultipleChoiceField):
         """
         try:
             with transaction.atomic():
-                instance, _ = self.model.objects.update_or_create(
-                    **{self.create_field: value}
-                )
-            return instance
+                # Check if exists first without using update_or_create
+                lookup = {self.create_field: value}
+                try:
+                    # Use base manager to bypass distinct filters
+                    instance = self.model.objects.get(**lookup)
+                    return instance
+                except self.model.DoesNotExist:
+                    # Create a new instance directly
+                    instance = self.model(**lookup)
+                    instance.save()
+                    return instance
         except Exception as e:
+            print(e)
             raise ValidationError(_("Error creating new instance"))
 
     def clean(self, value):
-        """
-        Clean and validate the field value.
-
-        This method checks if each selected choice exists in the database.
-        If a choice doesn't exist, it creates a new instance of the model.
-
-        Args:
-            value (list): List of selected values.
-
-        Returns:
-            list: A list containing all selected and newly created model instances.
-
-        Raises:
-            ValidationError: If there's an error during the cleaning process.
-        """
         if not value:
             return []
 
         string_values = set(str(v) for v in value)
+
+        # Get existing objects first
         existing_objects = list(
             self.queryset.filter(**{f"{self.create_field}__in": string_values})
         )
@@ -157,13 +156,11 @@ class DynamicModelMultipleChoiceField(forms.ModelMultipleChoiceField):
             str(getattr(obj, self.create_field)) for obj in existing_objects
         )
 
+        # Create new objects for missing values
         new_values = string_values - existing_values
         new_objects = []
 
         for new_value in new_values:
-            try:
-                new_objects.append(self._create_new_instance(new_value))
-            except ValidationError as e:
-                raise ValidationError(_("Error creating new instance"))
+            new_objects.append(self._create_new_instance(new_value))
 
         return existing_objects + new_objects

app/apps/common/forms.py

@@ -0,0 +1,95 @@
+from crispy_forms.bootstrap import FormActions
+from django import forms
+from django.contrib.auth import get_user_model
+from django.utils.translation import gettext_lazy as _
+from crispy_forms.helper import FormHelper
+from crispy_forms.layout import Layout, Field, Submit, Div, HTML
+
+from apps.common.widgets.tom_select import TomSelect, TomSelectMultiple
+from apps.common.models import SharedObject
+from apps.common.widgets.crispy.submit import NoClassSubmit
+
+User = get_user_model()
+
+
+class SharedObjectForm(forms.Form):
+    """
+    Generic form for editing visibility and sharing settings
+    for models inheriting from SharedObject.
+    """
+
+    owner = forms.ModelChoiceField(
+        queryset=User.objects.all(),
+        required=False,
+        label=_("Owner"),
+        widget=TomSelect(clear_button=False),
+        help_text=_(
+            "The owner of this object, if empty all users can see, edit and take ownership."
+        ),
+    )
+    shared_with_users = forms.ModelMultipleChoiceField(
+        queryset=User.objects.all(),
+        required=False,
+        widget=TomSelectMultiple(clear_button=True),
+        label=_("Shared with users"),
+        help_text=_("Select users to share this object with"),
+    )
+    visibility = forms.ChoiceField(
+        choices=SharedObject.Visibility.choices,
+        required=True,
+        label=_("Visibility"),
+        help_text=_(
+            "Private: Only shown for the owner and shared users. Only editable by the owner."
+            "<br/>"
+            "Public: Shown for all users. Only editable by the owner."
+        ),
+    )
+
+    class Meta:
+        fields = ["visibility", "shared_with_users"]
+        widgets = {
+            "visibility": TomSelect(clear_button=False),
+        }
+
+    def __init__(self, *args, **kwargs):
+        # Get the current user to filter available sharing options
+        self.user = kwargs.pop("user", None)
+        self.instance = kwargs.pop("instance", None)
+
+        super().__init__(*args, **kwargs)
+
+        # Pre-populate shared users if instance exists
+        if self.instance:
+            self.fields["shared_with_users"].initial = self.instance.shared_with.all()
+            self.fields["visibility"].initial = self.instance.visibility
+            self.fields["owner"].initial = self.instance.owner
+
+        # Set up crispy form helper
+        self.helper = FormHelper()
+        self.helper.form_method = "post"
+        self.helper.form_tag = False
+
+        self.helper.layout = Layout(
+            Field("owner"),
+            Field("visibility"),
+            HTML("<hr>"),
+            Field("shared_with_users"),
+            FormActions(
+                NoClassSubmit(
+                    "submit", _("Save"), css_class="btn btn-outline-primary w-100"
+                ),
+            ),
+        )
+
+    def save(self):
+        instance = self.instance
+
+        instance.visibility = self.cleaned_data["visibility"]
+        instance.owner = self.cleaned_data["owner"]
+
+        instance.save()
+
+        # Clear and set shared_with users
+        instance.shared_with.set(self.cleaned_data.get("shared_with_users", []))
+
+        return instance

app/apps/common/middleware/thread_local.py

@@ -56,6 +56,16 @@ def get_current_user():
     if request:
         return getattr(request, "user", None)
 
+    return getattr(_thread_locals, "user", None)
+
+
+def write_current_user(user):
+    _thread_locals.user = user
+
+
+def delete_current_user():
+    del _thread_locals.user
+
 
 class ThreadLocalMiddleware(MiddlewareMixin):
     """Simple middleware that adds the request object in thread local storage."""

app/apps/common/models.py

@@ -0,0 +1,84 @@
+from django.db import models
+from django.conf import settings
+from django.db.models import Q
+from django.utils.translation import gettext_lazy as _
+
+from apps.common.middleware.thread_local import get_current_user
+
+
+class SharedObjectManager(models.Manager):
+    def get_queryset(self):
+        """Return only objects the user can access"""
+        user = get_current_user()
+        base_qs = super().get_queryset()
+
+        if user and user.is_authenticated:
+            return base_qs.filter(
+                Q(visibility="public")
+                | Q(owner=user)
+                | Q(shared_with=user)
+                | Q(visibility="private", owner=None)
+            ).distinct()
+
+        return base_qs.filter(visibility="public")
+
+
+class SharedObject(models.Model):
+    # Access control enum
+    class Visibility(models.TextChoices):
+        private = "private", _("Private")
+        is_paid = "public", _("Public")
+
+    # Core sharing fields
+    owner = models.ForeignKey(
+        settings.AUTH_USER_MODEL,
+        on_delete=models.CASCADE,
+        related_name="%(class)s_owned",
+        null=True,
+        blank=True,
+    )
+    visibility = models.CharField(
+        max_length=10, choices=Visibility.choices, default=Visibility.private
+    )
+    shared_with = models.ManyToManyField(
+        settings.AUTH_USER_MODEL, related_name="%(class)s_shared", blank=True
+    )
+
+    # Use as abstract base class
+    class Meta:
+        abstract = True
+        indexes = [
+            models.Index(fields=["visibility"]),
+        ]
+
+    def is_accessible_by(self, user):
+        """Check if a user can access this object"""
+        return (
+            self.visibility == "public"
+            or self.owner == user
+            or (self.visibility == "shared" and user in self.shared_with.all())
+        )
+
+    def save(self, *args, **kwargs):
+        if not self.pk and not self.owner:
+            self.owner = get_current_user()
+        super().save(*args, **kwargs)
+
+
+class OwnedObject(models.Model):
+    owner = models.ForeignKey(
+        settings.AUTH_USER_MODEL,
+        on_delete=models.CASCADE,
+        related_name="%(class)s_owned",
+        null=True,
+        blank=True,
+    )
+
+    # Use as abstract base class
+    class Meta:
+        abstract = True
+
+    def save(self, *args, **kwargs):
+        if not self.pk and not self.owner:
+            self.owner = get_current_user()
+        super().save(*args, **kwargs)

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/migrations/0014_alter_currency_options.py

@@ -0,0 +1,17 @@
+# Generated by Django 5.1.7 on 2025-03-09 21:54
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0013_alter_exchangerateservice_service_type'),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name='currency',
+            options={'ordering': ['name', 'id'], 'verbose_name': 'Currency', 'verbose_name_plural': 'Currencies'},
+        ),
+    ]

app/apps/currencies/models.py

@@ -38,6 +38,7 @@ class Currency(models.Model):
     class Meta:
         verbose_name = _("Currency")
         verbose_name_plural = _("Currencies")
+        ordering = ["name", "id"]
 
     def clean(self):
         super().clean()
@@ -92,8 +93,10 @@ 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 +207,11 @@ 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/dca/admin.py

@@ -1,7 +1,13 @@
 from django.contrib import admin
 
 from apps.dca.models import DCAStrategy, DCAEntry
+from apps.common.admin import SharedObjectModelAdmin
+
 
-# Register your models here.
-admin.site.register(DCAStrategy)
 admin.site.register(DCAEntry)
+
+
+@admin.register(DCAStrategy)
+class TransactionEntityModelAdmin(SharedObjectModelAdmin):
+    def get_queryset(self, request):
+        return DCAStrategy.all_objects.all()

app/apps/dca/forms.py

@@ -168,7 +168,7 @@ class DCAEntryForm(forms.ModelForm):
                             Row(
                                 Column(
                                     "from_account",
-                                    css_class="form-group col-md-6 mb-0",
+                                    css_class="form-group",
                                 ),
                                 css_class="form-row",
                             ),
@@ -190,7 +190,7 @@ class DCAEntryForm(forms.ModelForm):
                             Row(
                                 Column(
                                     "to_account",
-                                    css_class="form-group col-md-6 mb-0",
+                                    css_class="form-group",
                                 ),
                                 css_class="form-row",
                             ),
@@ -266,6 +266,24 @@ class DCAEntryForm(forms.ModelForm):
                 id=expense_transaction.id
             )
 
+        self.fields["from_account"].queryset = Account.objects.filter(
+            is_archived=False,
+        )
+
+        self.fields["from_category"].queryset = TransactionCategory.objects.filter(
+            active=True
+        )
+        self.fields["from_tags"].queryset = TransactionTag.objects.filter(active=True)
+
+        self.fields["to_account"].queryset = Account.objects.filter(
+            is_archived=False,
+        )
+
+        self.fields["to_category"].queryset = TransactionCategory.objects.filter(
+            active=True
+        )
+        self.fields["to_tags"].queryset = TransactionTag.objects.filter(active=True)
+
     def clean(self):
         cleaned_data = super().clean()
 

app/apps/dca/migrations/0003_dcastrategy_owner_dcastrategy_shared_with_and_more.py

@@ -0,0 +1,31 @@
+# Generated by Django 5.1.6 on 2025-03-07 18:20
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('dca', '0002_alter_dcaentry_amount_paid_and_more'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='dcastrategy',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AddField(
+            model_name='dcastrategy',
+            name='shared_with',
+            field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AddField(
+            model_name='dcastrategy',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10),
+        ),
+    ]

app/apps/dca/models.py

@@ -1,16 +1,15 @@
-from datetime import timedelta
 from decimal import Decimal
-from statistics import mean, stdev
 
 from django.db import models
 from django.template.defaultfilters import date
 from django.utils import timezone
 from django.utils.translation import gettext_lazy as _
 
+from apps.common.models import SharedObject, SharedObjectManager
 from apps.currencies.utils.convert import convert, get_exchange_rate
 
 
-class DCAStrategy(models.Model):
+class DCAStrategy(SharedObject):
     name = models.CharField(max_length=255, verbose_name=_("Name"))
     target_currency = models.ForeignKey(
         "currencies.Currency",
@@ -28,6 +27,9 @@ class DCAStrategy(models.Model):
     created_at = models.DateTimeField(auto_now_add=True)
     updated_at = models.DateTimeField(auto_now=True)
 
+    objects = SharedObjectManager()
+    all_objects = models.Manager()  # Unfiltered manager
+
     class Meta:
         verbose_name = _("DCA Strategy")
         verbose_name_plural = _("DCA Strategies")

app/apps/dca/urls.py

@@ -12,6 +12,16 @@ urlpatterns = [
         views.strategy_delete,
         name="dca_strategy_delete",
     ),
+    path(
+        "dca/<int:strategy_id>/take-ownership/",
+        views.strategy_take_ownership,
+        name="dca_strategy_take_ownership",
+    ),
+    path(
+        "dca/<int:pk>/share/",
+        views.strategy_share,
+        name="dca_strategy_share_settings",
+    ),
     path(
         "dca/<int:strategy_id>/",
         views.strategy_detail_index,

app/apps/dca/views.py

@@ -11,6 +11,8 @@ from django.views.decorators.http import require_http_methods
 from apps.common.decorators.htmx import only_htmx
 from apps.dca.forms import DCAEntryForm, DCAStrategyForm
 from apps.dca.models import DCAStrategy, DCAEntry
+from apps.common.models import SharedObject
+from apps.common.forms import SharedObjectForm
 
 
 @login_required
@@ -57,6 +59,16 @@ def strategy_add(request):
 def strategy_edit(request, strategy_id):
     dca_strategy = get_object_or_404(DCAStrategy, id=strategy_id)
 
+    if dca_strategy.owner and dca_strategy.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
+
     if request.method == "POST":
         form = DCAStrategyForm(request.POST, instance=dca_strategy)
         if form.is_valid():
@@ -85,9 +97,15 @@ def strategy_edit(request, strategy_id):
 def strategy_delete(request, strategy_id):
     dca_strategy = get_object_or_404(DCAStrategy, id=strategy_id)
 
-    dca_strategy.delete()
-
-    messages.success(request, _("DCA strategy deleted successfully"))
+    if (
+        dca_strategy.owner != request.user
+        and request.user in dca_strategy.shared_with.all()
+    ):
+        dca_strategy.shared_with.remove(request.user)
+        messages.success(request, _("Item no longer shared with you"))
+    else:
+        dca_strategy.delete()
+        messages.success(request, _("DCA strategy deleted successfully"))
 
     return HttpResponse(
         status=204,
@@ -97,6 +115,65 @@ def strategy_delete(request, strategy_id):
     )
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def strategy_take_ownership(request, strategy_id):
+    dca_strategy = get_object_or_404(DCAStrategy, id=strategy_id)
+
+    if not dca_strategy.owner:
+        dca_strategy.owner = request.user
+        dca_strategy.visibility = SharedObject.Visibility.private
+        dca_strategy.save()
+
+        messages.success(request, _("Ownership taken successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas",
+        },
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def strategy_share(request, pk):
+    obj = get_object_or_404(DCAStrategy, id=pk)
+
+    if obj.owner and obj.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
+
+    if request.method == "POST":
+        form = SharedObjectForm(request.POST, instance=obj, user=request.user)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Configuration saved successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas",
+                },
+            )
+    else:
+        form = SharedObjectForm(instance=obj, user=request.user)
+
+    return render(
+        request,
+        "dca/fragments/strategy/share.html",
+        {"form": form, "object": obj},
+    )
+
+
 @login_required
 def strategy_detail_index(request, strategy_id):
     strategy = get_object_or_404(DCAStrategy, id=strategy_id)

app/apps/export_app/forms.py

@@ -8,6 +8,12 @@ from apps.common.widgets.crispy.submit import NoClassSubmit
 
 
 class ExportForm(forms.Form):
+    users = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Users"),
+        initial=True,
+    )
     accounts = forms.BooleanField(
         required=False,
         widget=forms.CheckboxInput(),
@@ -94,6 +100,7 @@ class ExportForm(forms.Form):
         self.helper.form_tag = False
         self.helper.form_method = "post"
         self.helper.layout = Layout(
+            "users",
             "accounts",
             "currencies",
             "transactions",
@@ -121,6 +128,7 @@ class RestoreForm(forms.Form):
         help_text=_("Import a ZIP file exported from WYGIWYH"),
         label=_("ZIP File"),
     )
+    users = forms.FileField(required=False, label=_("Users"))
     accounts = forms.FileField(required=False, label=_("Accounts"))
     currencies = forms.FileField(required=False, label=_("Currencies"))
     transactions_categories = forms.FileField(required=False, label=_("Categories"))
@@ -155,6 +163,7 @@ class RestoreForm(forms.Form):
         self.helper.layout = Layout(
             "zip_file",
             HTML("<hr />"),
+            "users",
             "accounts",
             "currencies",
             "transactions",

app/apps/export_app/resources/accounts.py

@@ -24,3 +24,6 @@ class AccountResource(resources.ModelResource):
 
     class Meta:
         model = Account
+
+    def get_queryset(self):
+        return Account.all_objects.all()

app/apps/export_app/resources/transactions.py

@@ -55,23 +55,32 @@ class TransactionResource(resources.ModelResource):
         model = Transaction
 
     def get_queryset(self):
-        return Transaction.all_objects.all()
+        return Transaction.userless_all_objects.all()
 
 
 class TransactionTagResource(resources.ModelResource):
     class Meta:
         model = TransactionTag
 
+    def get_queryset(self):
+        return TransactionTag.all_objects.all()
+
 
 class TransactionEntityResource(resources.ModelResource):
     class Meta:
         model = TransactionEntity
 
+    def get_queryset(self):
+        return TransactionEntity.all_objects.all()
+
 
 class TransactionCategoyResource(resources.ModelResource):
     class Meta:
         model = TransactionCategory
 
+    def get_queryset(self):
+        return TransactionCategory.all_objects.all()
+
 
 class RecurringTransactionResource(resources.ModelResource):
     account = fields.Field(
@@ -107,6 +116,9 @@ class RecurringTransactionResource(resources.ModelResource):
     class Meta:
         model = RecurringTransaction
 
+    def get_queryset(self):
+        return RecurringTransaction.all_objects.all()
+
 
 class InstallmentPlanResource(resources.ModelResource):
     account = fields.Field(
@@ -141,3 +153,6 @@ class InstallmentPlanResource(resources.ModelResource):
 
     class Meta:
         model = InstallmentPlan
+
+    def get_queryset(self):
+        return InstallmentPlan.all_objects.all()

app/apps/export_app/resources/users.py

@@ -0,0 +1,161 @@
+from import_export import resources, fields
+from django.contrib.auth import get_user_model
+from django.conf import settings
+
+
+from apps.users.models import UserSettings
+
+User = get_user_model()
+
+
+class UserResource(resources.ModelResource):
+    # User fields
+    email = fields.Field(attribute="email", column_name="Email")
+
+    # UserSettings fields - for export only
+    hide_amounts = fields.Field(
+        attribute="settings__hide_amounts", column_name="Hide Amounts", readonly=True
+    )
+    mute_sounds = fields.Field(
+        attribute="settings__mute_sounds", column_name="Mute Sounds", readonly=True
+    )
+    date_format = fields.Field(
+        attribute="settings__date_format", column_name="Date Format", readonly=True
+    )
+    datetime_format = fields.Field(
+        attribute="settings__datetime_format",
+        column_name="Datetime Format",
+        readonly=True,
+    )
+    number_format = fields.Field(
+        attribute="settings__number_format", column_name="Number Format", readonly=True
+    )
+    language = fields.Field(
+        attribute="settings__language", column_name="Language", readonly=True
+    )
+    timezone = fields.Field(
+        attribute="settings__timezone", column_name="Timezone", readonly=True
+    )
+    start_page = fields.Field(
+        attribute="settings__start_page", column_name="Start Page", readonly=True
+    )
+
+    # Human-readable fields for choice values
+    start_page_display = fields.Field(column_name="Start Page Display", readonly=True)
+    language_display = fields.Field(column_name="Language Display", readonly=True)
+    timezone_display = fields.Field(column_name="Timezone Display", readonly=True)
+
+    @staticmethod
+    def dehydrate_start_page_display(user):
+        if hasattr(user, "settings"):
+            return dict(UserSettings.StartPage.choices).get(
+                user.settings.start_page, ""
+            )
+        return ""
+
+    @staticmethod
+    def dehydrate_language_display(user):
+        if hasattr(user, "settings"):
+            languages = dict([("auto", "Auto")] + list(settings.LANGUAGES))
+            return languages.get(user.settings.language, user.settings.language)
+        return ""
+
+    @staticmethod
+    def dehydrate_timezone_display(user):
+        if hasattr(user, "settings"):
+            if user.settings.timezone == "auto":
+                return "Auto"
+            return user.settings.timezone
+        return ""
+
+    def after_init_instance(self, instance, new, row, **kwargs):
+        """
+        Store settings data on the instance to be used after save
+        """
+        # Process boolean fields properly
+        hide_amounts = row.get("Hide Amounts", "").lower() == "true"
+        mute_sounds = row.get("Mute Sounds", "").lower() == "true"
+
+        # Store settings data on the instance for later use
+        instance._settings_data = {
+            "hide_amounts": hide_amounts,
+            "mute_sounds": mute_sounds,
+            "date_format": row.get("Date Format", "SHORT_DATE_FORMAT"),
+            "datetime_format": row.get("Datetime Format", "SHORT_DATETIME_FORMAT"),
+            "number_format": row.get("Number Format", "AA"),
+            "language": row.get("Language", "auto"),
+            "timezone": row.get("Timezone", "auto"),
+            "start_page": row.get("Start Page", UserSettings.StartPage.MONTHLY),
+        }
+
+        return instance
+
+    def after_save_instance(self, instance, row, **kwargs):
+        """
+        Create or update UserSettings after User is saved
+        """
+        if not hasattr(instance, "_settings_data"):
+            return
+
+        settings_data = instance._settings_data
+
+        # Create or update UserSettings
+        try:
+            user_settings = UserSettings.objects.get(user=instance)
+            # Update existing settings
+            for key, value in settings_data.items():
+                setattr(user_settings, key, value)
+            user_settings.save()
+        except UserSettings.DoesNotExist:
+            # Create new settings
+            UserSettings.objects.create(user=instance, **settings_data)
+
+    def get_queryset(self):
+        """
+        Ensure settings are prefetched when exporting users
+        """
+        return super().get_queryset().select_related("settings")
+
+    class Meta:
+        model = User
+        import_id_fields = ["id"]
+        fields = (
+            "id",
+            "email",
+            "first_name",
+            "last_name",
+            "is_active",
+            "date_joined",
+            "password",
+            "hide_amounts",
+            "mute_sounds",
+            "date_format",
+            "datetime_format",
+            "number_format",
+            "language",
+            "language_display",
+            "timezone",
+            "timezone_display",
+            "start_page",
+            "start_page_display",
+        )
+        export_order = (
+            "id",
+            "email",
+            "first_name",
+            "last_name",
+            "is_active",
+            "date_joined",
+            "password",
+            "hide_amounts",
+            "mute_sounds",
+            "date_format",
+            "datetime_format",
+            "number_format",
+            "language",
+            "language_display",
+            "timezone",
+            "timezone_display",
+            "start_page",
+            "start_page_display",
+        )

app/apps/export_app/views.py

@@ -1,9 +1,9 @@
 import logging
 import zipfile
-from io import BytesIO, TextIOWrapper
+from io import BytesIO
 
 from django.contrib import messages
-from django.contrib.auth.decorators import login_required
+from django.contrib.auth.decorators import login_required, user_passes_test
 from django.db import transaction
 from django.http import HttpResponse
 from django.shortcuts import render
@@ -12,26 +12,14 @@ from django.utils.translation import gettext_lazy as _
 from django.views.decorators.http import require_http_methods
 from tablib import Dataset
 
+from apps.common.decorators.htmx import only_htmx
 from apps.export_app.forms import ExportForm, RestoreForm
 from apps.export_app.resources.accounts import AccountResource
-from apps.export_app.resources.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,
@@ -39,18 +27,33 @@ from apps.export_app.resources.dca import (
 from apps.export_app.resources.import_app import (
     ImportProfileResource,
 )
-from apps.common.decorators.htmx import only_htmx
+from apps.export_app.resources.rules import (
+    TransactionRuleResource,
+    TransactionRuleActionResource,
+    UpdateOrCreateTransactionRuleResource,
+)
+from apps.export_app.resources.transactions import (
+    TransactionResource,
+    TransactionTagResource,
+    TransactionEntityResource,
+    TransactionCategoyResource,
+    InstallmentPlanResource,
+    RecurringTransactionResource,
+)
+from apps.export_app.resources.users import UserResource
 
 logger = logging.getLogger()
 
 
 @login_required
+@user_passes_test(lambda u: u.is_superuser)
 @require_http_methods(["GET"])
 def export_index(request):
     return render(request, "export_app/pages/index.html")
 
 
 @login_required
+@user_passes_test(lambda u: u.is_superuser)
 @require_http_methods(["GET", "POST"])
 def export_form(request):
     timestamp = timezone.localtime(timezone.now()).strftime("%Y-%m-%dT%H-%M-%S")
@@ -60,6 +63,7 @@ def export_form(request):
         if form.is_valid():
             zip_buffer = BytesIO()
 
+            export_users = form.cleaned_data.get("users", False)
             export_accounts = form.cleaned_data.get("accounts", False)
             export_currencies = form.cleaned_data.get("currencies", False)
             export_transactions = form.cleaned_data.get("transactions", False)
@@ -80,6 +84,8 @@ def export_form(request):
             export_import_profiles = form.cleaned_data.get("import_profiles", False)
 
             exports = []
+            if export_users:
+                exports.append((UserResource().export(), "users"))
             if export_accounts:
                 exports.append((AccountResource().export(), "accounts"))
             if export_currencies:
@@ -176,6 +182,7 @@ def export_form(request):
 
 @only_htmx
 @login_required
+@user_passes_test(lambda u: u.is_superuser)
 @require_http_methods(["GET", "POST"])
 def import_form(request):
     if request.method == "POST":
@@ -209,6 +216,7 @@ def import_form(request):
 def process_imports(request, cleaned_data):
     # Define import order to handle dependencies
     import_order = [
+        ("users", UserResource),
         ("currencies", CurrencyResource),
         (
             "currencies",

app/apps/import_app/services/v1.py

@@ -268,14 +268,17 @@ class ImportService:
                             category = TransactionCategory.objects.get(id=category_name)
                         else:  # name
                             if getattr(category_mapping, "create", False):
-                                category, _ = TransactionCategory.objects.get_or_create(
-                                    name=category_name
-                                )
+                                try:
+                                    category = TransactionCategory.objects.get(
+                                        name=category_name
+                                    )
+                                except TransactionCategory.DoesNotExist:
+                                    category = TransactionCategory(name=category_name)
+                                    category.save()
                             else:
                                 category = TransactionCategory.objects.filter(
                                     name=category_name
                                 ).first()
-
                         if category:
                             data["category"] = category
                             self.import_run.categories.add(category)
@@ -325,9 +328,13 @@ class ImportService:
                             tag = TransactionTag.objects.filter(id=tag_name).first()
                         else:  # name
                             if getattr(tags_mapping, "create", False):
-                                tag, _ = TransactionTag.objects.get_or_create(
-                                    name=tag_name.strip()
-                                )
+                                try:
+                                    tag = TransactionTag.objects.get(
+                                        name=tag_name.strip()
+                                    )
+                                except TransactionTag.DoesNotExist:
+                                    tag = TransactionTag(name=tag_name.strip())
+                                    tag.save()
                             else:
                                 tag = TransactionTag.objects.filter(
                                     name=tag_name.strip()
@@ -361,9 +368,13 @@ class ImportService:
                             ).first()
                         else:  # name
                             if getattr(entities_mapping, "create", False):
-                                entity, _ = TransactionEntity.objects.get_or_create(
-                                    name=entity_name.strip()
-                                )
+                                try:
+                                    entity = TransactionEntity.objects.get(
+                                        name=entity_name.strip()
+                                    )
+                                except TransactionEntity.DoesNotExist:
+                                    entity = TransactionEntity(name=entity_name.strip())
+                                    entity.save()
                             else:
                                 entity = TransactionEntity.objects.filter(
                                     name=entity_name.strip()
@@ -394,7 +405,11 @@ class ImportService:
     def _create_account(self, data: Dict[str, Any]) -> Account:
         if "group" in data:
             group_name = data.pop("group")
-            group, _ = AccountGroup.objects.get_or_create(name=group_name)
+            try:
+                group = AccountGroup.objects.get(name=group_name)
+            except AccountGroup.DoesNotExist:
+                group = AccountGroup(name=group_name)
+                group.save()
             data["group"] = group
 
         # Handle currency references

app/apps/import_app/tasks.py

@@ -1,7 +1,9 @@
 import logging
 
+from django.contrib.auth import get_user_model
 from procrastinate.contrib.django import app
 
+from apps.common.middleware.thread_local import write_current_user, delete_current_user
 from apps.import_app.models import ImportRun
 from apps.import_app.services import ImportServiceV1
 
@@ -9,10 +11,15 @@ logger = logging.getLogger(__name__)
 
 
 @app.task(name="process_import")
-def process_import(import_run_id: int, file_path: str):
+def process_import(import_run_id: int, file_path: str, user_id: int):
+    user = get_user_model().objects.get(id=user_id)
+    write_current_user(user)
+
     try:
         import_run = ImportRun.objects.get(id=import_run_id)
         import_service = ImportServiceV1(import_run)
         import_service.process_file(file_path)
+        delete_current_user()
     except ImportRun.DoesNotExist:
+        delete_current_user()
         raise ValueError(f"ImportRun with id {import_run_id} not found")

app/apps/import_app/urls.py

@@ -2,7 +2,6 @@ from django.urls import path
 import apps.import_app.views as views
 
 urlpatterns = [
-    path("import/", views.import_view, name="import"),
     path(
         "import/presets/",
         views.import_presets_list,

app/apps/import_app/views.py

@@ -15,19 +15,6 @@ from apps.import_app.services import PresetService
 from apps.import_app.tasks import process_import
 
 
-def import_view(request):
-    import_profile = ImportProfile.objects.get(id=2)
-    shutil.copyfile(
-        "/usr/src/app/apps/import_app/teste2.csv", "/usr/src/app/temp/teste2.csv"
-    )
-    ir = ImportRun.objects.create(profile=import_profile, file_name="teste.csv")
-    process_import.defer(
-        import_run_id=ir.id,
-        file_path="/usr/src/app/temp/teste2.csv",
-    )
-    return HttpResponse("Hello, world. You're at the polls page.")
-
-
 @login_required
 @require_http_methods(["GET"])
 def import_presets_list(request):
@@ -189,7 +176,11 @@ def import_run_add(request, profile_id):
             import_run = ImportRun.objects.create(profile=profile, file_name=filename)
 
             # Defer the procrastinate task
-            process_import.defer(import_run_id=import_run.id, file_path=file_path)
+            process_import.defer(
+                import_run_id=import_run.id,
+                file_path=file_path,
+                user_id=request.user.id,
+            )
 
             messages.success(request, _("Import Run queued successfully"))
 

app/apps/insights/urls.py

@@ -29,6 +29,11 @@ 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,
@@ -39,4 +44,9 @@ urlpatterns = [
         views.latest_transactions,
         name="insights_latest_transactions",
     ),
+    path(
+        "insights/emergency-fund/",
+        views.emergency_fund,
+        name="insights_emergency_fund",
+    ),
 ]

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

@@ -1,5 +1,10 @@
+import decimal
+import json
+from collections import defaultdict
+
 from dateutil.relativedelta import relativedelta
 from django.contrib.auth.decorators import login_required
+from django.db.models import Sum, Avg, F
 from django.shortcuts import render
 from django.utils import timezone
 from django.views.decorators.http import require_http_methods
@@ -23,6 +28,8 @@ from apps.insights.utils.sankey import (
 )
 from apps.insights.utils.transactions import get_transactions
 from apps.transactions.models import TransactionCategory, Transaction
+from apps.insights.utils.category_overview import get_categories_totals
+from apps.transactions.utils.calculations import calculate_currency_totals
 
 
 @login_required
@@ -159,12 +166,32 @@ def category_sum_by_currency(request):
     )
 
 
+@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)[:30]
+    transactions = Transaction.objects.filter(created_at__gte=limit).order_by("-id")[
+        :30
+    ]
 
     return render(
         request,
@@ -185,3 +212,55 @@ def late_transactions(request):
         "insights/fragments/late_transactions.html",
         {"transactions": transactions},
     )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def emergency_fund(request):
+    transactions_currency_queryset = Transaction.objects.filter(
+        is_paid=True, account__is_archived=False, account__is_asset=False
+    ).order_by(
+        "account__currency__name",
+    )
+    currency_net_worth = calculate_currency_totals(
+        transactions_queryset=transactions_currency_queryset, ignore_empty=False
+    )
+
+    end_date = (timezone.now() - relativedelta(months=1)).replace(day=1)
+    start_date = (end_date - relativedelta(months=12)).replace(day=1)
+
+    # Step 1: Calculate total expense for each month and currency
+    monthly_expenses = (
+        Transaction.objects.filter(
+            type=Transaction.Type.EXPENSE,
+            is_paid=True,
+            account__is_asset=False,
+            reference_date__gte=start_date,
+            reference_date__lte=end_date,
+            category__mute=False,
+        )
+        .values("reference_date", "account__currency")
+        .annotate(monthly_total=Sum("amount"))
+    )
+
+    # Step 2: Calculate averages by currency using Python
+    currency_totals = defaultdict(list)
+    for expense in monthly_expenses:
+        currency_id = expense["account__currency"]
+        currency_totals[currency_id].append(expense["monthly_total"])
+
+    for currency_id, totals in currency_totals.items():
+        avg = currency_net_worth[currency_id]["average"] = sum(totals) / len(totals)
+        if currency_net_worth[currency_id]["total_current"] < 0:
+            currency_net_worth[currency_id]["months"] = 0
+        else:
+            currency_net_worth[currency_id]["months"] = int(
+                currency_net_worth[currency_id]["total_current"] / avg
+            )
+
+    return render(
+        request,
+        "insights/fragments/emergency_fund.html",
+        {"data": currency_net_worth},
+    )

app/apps/mini_tools/utils/exchange_rate_map.py

@@ -41,7 +41,7 @@ def get_currency_exchange_map(date=None) -> Dict[str, dict]:
             effective_rate=F("rate"),
         )
         .order_by("from_currency", "to_currency", "date_diff")
-        .distinct("from_currency", "to_currency")
+        .distinct()
     )
 
     # Initialize the result dictionary

app/apps/monthly_overview/views.py

@@ -77,24 +77,20 @@ def transactions_list(request, month: int, year: int):
             request.session["monthly_transactions_order"] = order
 
     f = TransactionsFilter(request.GET)
-    transactions_filtered = (
-        f.qs.filter()
-        .filter(
-            reference_date__year=year,
-            reference_date__month=month,
-        )
-        .prefetch_related(
-            "account",
-            "account__group",
-            "category",
-            "tags",
-            "account__exchange_currency",
-            "account__currency",
-            "installment_plan",
-            "entities",
-            "dca_expense_entries",
-            "dca_income_entries",
-        )
+    transactions_filtered = f.qs.filter(
+        reference_date__year=year,
+        reference_date__month=month,
+    ).prefetch_related(
+        "account",
+        "account__group",
+        "category",
+        "tags",
+        "account__exchange_currency",
+        "account__currency",
+        "installment_plan",
+        "entities",
+        "dca_expense_entries",
+        "dca_income_entries",
     )
 
     transactions_filtered = default_order(transactions_filtered, order=order)

app/apps/net_worth/utils/calculate_net_worth.py

@@ -2,20 +2,13 @@ from collections import OrderedDict, defaultdict
 from decimal import Decimal
 
 from dateutil.relativedelta import relativedelta
-from django.db.models import (
-    OuterRef,
-    Subquery,
-)
 from django.db.models import Sum, Min, Max, Case, When, F, Value, DecimalField
-from django.db.models.functions import Coalesce
 from django.db.models.functions import TruncMonth
 from django.template.defaultfilters import date as date_filter
 from django.utils import timezone
-from django.utils.translation import gettext_lazy as _
 
 from apps.accounts.models import Account
 from apps.currencies.models import Currency
-from apps.currencies.utils.convert import convert
 from apps.transactions.models import Transaction
 
 
@@ -104,7 +97,9 @@ def calculate_historical_currency_net_worth(is_paid=True):
 def calculate_historical_account_balance(is_paid=True):
     transactions_params = {**{k: v for k, v in [("is_paid", True)] if is_paid}}
     # Get all accounts
-    accounts = Account.objects.filter(is_archived=False)
+    accounts = Account.objects.filter(
+        is_archived=False,
+    )
 
     # Get the date range
     date_range = Transaction.objects.filter(**transactions_params).aggregate(

app/apps/net_worth/views.py

@@ -1,7 +1,9 @@
 import json
 
+from django.contrib.auth.decorators import login_required
 from django.core.serializers.json import DjangoJSONEncoder
 from django.shortcuts import render
+from django.views.decorators.http import require_http_methods
 
 from apps.net_worth.utils.calculate_net_worth import (
     calculate_historical_currency_net_worth,
@@ -14,6 +16,8 @@ from apps.transactions.utils.calculations import (
 )
 
 
+@login_required
+@require_http_methods(["GET"])
 def net_worth_current(request):
     transactions_currency_queryset = Transaction.objects.filter(
         is_paid=True, account__is_archived=False
@@ -113,6 +117,8 @@ def net_worth_current(request):
     )
 
 
+@login_required
+@require_http_methods(["GET"])
 def net_worth_projected(request):
     transactions_currency_queryset = Transaction.objects.filter(
         account__is_archived=False

app/apps/rules/forms.py

@@ -16,9 +16,11 @@ class TransactionRuleForm(forms.ModelForm):
     class Meta:
         model = TransactionRule
         fields = "__all__"
+        exclude = ("owner", "shared_with", "visibility")
         labels = {
             "on_create": _("Run on creation"),
             "on_update": _("Run on update"),
+            "on_delete": _("Run on delete"),
             "trigger": _("If..."),
         }
         widgets = {"description": forms.widgets.TextInput}
@@ -33,7 +35,11 @@ class TransactionRuleForm(forms.ModelForm):
         self.helper.layout = Layout(
             Switch("active"),
             "name",
-            Row(Column(Switch("on_update")), Column(Switch("on_create"))),
+            Row(
+                Column(Switch("on_update")),
+                Column(Switch("on_create")),
+                Column(Switch("on_delete")),
+            ),
             "description",
             "trigger",
         )

app/apps/rules/migrations/0012_transactionrule_owner_transactionrule_shared_with_and_more.py

@@ -0,0 +1,31 @@
+# Generated by Django 5.1.6 on 2025-03-07 02:46
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0011_alter_updateorcreatetransactionruleaction_set_is_paid'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='transactionrule',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AddField(
+            model_name='transactionrule',
+            name='shared_with',
+            field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AddField(
+            model_name='transactionrule',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10),
+        ),
+    ]

app/apps/rules/migrations/0013_transactionrule_on_delete.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.7 on 2025-03-09 03:45
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0012_transactionrule_owner_transactionrule_shared_with_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='transactionrule',
+            name='on_delete',
+            field=models.BooleanField(default=False),
+        ),
+    ]

app/apps/rules/models.py

@@ -2,15 +2,21 @@ from django.db import models
 from django.db.models import Q
 from django.utils.translation import gettext_lazy as _
 
+from apps.common.models import SharedObject, SharedObjectManager
 
-class TransactionRule(models.Model):
+
+class TransactionRule(SharedObject):
     active = models.BooleanField(default=True)
     on_update = models.BooleanField(default=False)
     on_create = models.BooleanField(default=True)
+    on_delete = models.BooleanField(default=False)
     name = models.CharField(max_length=100, verbose_name=_("Name"))
     description = models.TextField(blank=True, null=True, verbose_name=_("Description"))
     trigger = models.TextField(verbose_name=_("Trigger"))
 
+    objects = SharedObjectManager()
+    all_objects = models.Manager()  # Unfiltered manager
+
     class Meta:
         verbose_name = _("Transaction rule")
         verbose_name_plural = _("Transaction rules")
@@ -297,10 +303,8 @@ 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/signals.py

@@ -1,16 +1,57 @@
+from django.conf import settings
 from django.dispatch import receiver
 
 from apps.transactions.models import (
     Transaction,
     transaction_created,
     transaction_updated,
+    transaction_deleted,
 )
 from apps.rules.tasks import check_for_transaction_rules
+from apps.common.middleware.thread_local import get_current_user
 
 
 @receiver(transaction_created)
 @receiver(transaction_updated)
+@receiver(transaction_deleted)
 def transaction_changed_receiver(sender: Transaction, signal, **kwargs):
+    if signal is transaction_deleted:
+        # Serialize transaction data for processing
+        transaction_data = {
+            "id": sender.id,
+            "account": (sender.account.id, sender.account.name),
+            "account_group": (
+                sender.account.group.id if sender.account.group else None,
+                sender.account.group.name if sender.account.group else None,
+            ),
+            "type": str(sender.type),
+            "is_paid": sender.is_paid,
+            "is_asset": sender.account.is_asset,
+            "is_archived": sender.account.is_archived,
+            "category": (
+                sender.category.id if sender.category else None,
+                sender.category.name if sender.category else None,
+            ),
+            "date": sender.date.isoformat(),
+            "reference_date": sender.reference_date.isoformat(),
+            "amount": str(sender.amount),
+            "description": sender.description,
+            "notes": sender.notes,
+            "tags": list(sender.tags.values_list("id", "name")),
+            "entities": list(sender.entities.values_list("id", "name")),
+            "deleted": True,
+            "internal_note": sender.internal_note,
+            "internal_id": sender.internal_id,
+        }
+
+        check_for_transaction_rules.defer(
+            transaction_data=transaction_data,
+            user_id=get_current_user().id,
+            signal="transaction_deleted",
+            is_hard_deleted=kwargs.get("hard_delete", not settings.ENABLE_SOFT_DELETE),
+        )
+        return
+
     for dca_entry in sender.dca_expense_entries.all():
         dca_entry.amount_paid = sender.amount
         dca_entry.save()
@@ -20,6 +61,7 @@ def transaction_changed_receiver(sender: Transaction, signal, **kwargs):
 
     check_for_transaction_rules.defer(
         instance_id=sender.id,
+        user_id=get_current_user().id,
         signal=(
             "transaction_created"
             if signal is transaction_created

app/apps/rules/tasks.py

@@ -1,9 +1,12 @@
 import decimal
 import logging
 from datetime import datetime, date
+from decimal import Decimal
+from typing import Any
 
 from cachalot.api import cachalot_disabled
 from dateutil.relativedelta import relativedelta
+from django.contrib.auth import get_user_model
 from procrastinate.contrib.django import app
 from simpleeval import EvalWithCompoundTypes
 
@@ -18,18 +21,34 @@ from apps.transactions.models import (
     TransactionTag,
     TransactionEntity,
 )
+from apps.common.middleware.thread_local import write_current_user, delete_current_user
 
 logger = logging.getLogger(__name__)
 
 
 @app.task(name="check_for_transaction_rules")
 def check_for_transaction_rules(
-    instance_id: int,
-    signal,
+    instance_id=None,
+    transaction_data=None,
+    user_id=None,
+    signal=None,
+    is_hard_deleted=False,
 ):
+    user = get_user_model().objects.get(id=user_id)
+    write_current_user(user)
+
     try:
         with cachalot_disabled():
-            instance = Transaction.objects.get(id=instance_id)
+            # For deleted transactions
+            if signal == "transaction_deleted" and transaction_data:
+                # Create a transaction-like object from the serialized data
+                if is_hard_deleted:
+                    instance = transaction_data
+                else:
+                    instance = Transaction.deleted_objects.get(id=instance_id)
+            else:
+                # Regular transaction processing for creates and updates
+                instance = Transaction.objects.get(id=instance_id)
 
             functions = {
                 "relativedelta": relativedelta,
@@ -41,10 +60,11 @@ def check_for_transaction_rules(
                 "date": date,
             }
 
-            simple = EvalWithCompoundTypes(
-                names=_get_names(instance), functions=functions
-            )
+            names = _get_names(instance)
 
+            simple = EvalWithCompoundTypes(names=names, functions=functions)
+
+            # Select rules based on the signal type
             if signal == "transaction_created":
                 rules = TransactionRule.objects.filter(
                     active=True, on_create=True
@@ -53,77 +73,125 @@ def check_for_transaction_rules(
                 rules = TransactionRule.objects.filter(
                     active=True, on_update=True
                 ).order_by("id")
+            elif signal == "transaction_deleted":
+                rules = TransactionRule.objects.filter(
+                    active=True, on_delete=True
+                ).order_by("id")
             else:
                 rules = TransactionRule.objects.filter(active=True).order_by("id")
 
+            # Process the rules as before
             for rule in rules:
                 if simple.eval(rule.trigger):
-                    for action in rule.transaction_actions.all():
-                        try:
-                            instance = _process_edit_transaction_action(
-                                instance=instance, action=action, simple_eval=simple
-                            )
-                        except Exception as e:
-                            logger.error(
-                                f"Error processing edit transaction action {action.id}",
-                                exc_info=True,
-                            )
-                        # else:
-                        #     simple.names.update(_get_names(instance))
-                        #     instance.save()
+                    # For deleted transactions, we might want to limit what actions can be performed
+                    if signal == "transaction_deleted":
+                        # Process only create/update actions, not edit actions
+                        for action in rule.update_or_create_transaction_actions.all():
+                            try:
+                                _process_update_or_create_transaction_action(
+                                    action=action, simple_eval=simple
+                                )
+                            except Exception as e:
+                                logger.error(
+                                    f"Error processing update or create transaction action {action.id} on deletion",
+                                    exc_info=True,
+                                )
+                    else:
+                        # Normal processing for non-deleted transactions
+                        for action in rule.transaction_actions.all():
+                            try:
+                                instance = _process_edit_transaction_action(
+                                    instance=instance, action=action, simple_eval=simple
+                                )
+                            except Exception as e:
+                                logger.error(
+                                    f"Error processing edit transaction action {action.id}",
+                                    exc_info=True,
+                                )
 
-                    simple.names.update(_get_names(instance))
-                    instance.save()
-
-                    for action in rule.update_or_create_transaction_actions.all():
-                        try:
-                            _process_update_or_create_transaction_action(
-                                action=action, simple_eval=simple
-                            )
-                        except Exception as e:
-                            logger.error(
-                                f"Error processing update or create transaction action {action.id}",
-                                exc_info=True,
-                            )
+                        simple.names.update(_get_names(instance))
+                        if signal != "transaction_deleted":
+                            instance.save()
 
+                        for action in rule.update_or_create_transaction_actions.all():
+                            try:
+                                _process_update_or_create_transaction_action(
+                                    action=action, simple_eval=simple
+                                )
+                            except Exception as e:
+                                logger.error(
+                                    f"Error processing update or create transaction action {action.id}",
+                                    exc_info=True,
+                                )
     except Exception as e:
         logger.error(
             "Error while executing 'check_for_transaction_rules' task",
             exc_info=True,
         )
+        delete_current_user()
         raise e
+    delete_current_user()
 
 
-def _get_names(instance):
-    return {
-        "id": instance.id,
-        "account_name": instance.account.name,
-        "account_id": instance.account.id,
-        "account_group_name": (
-            instance.account.group.name if instance.account.group else None
-        ),
-        "account_group_id": (
-            instance.account.group.id if instance.account.group else None
-        ),
-        "is_asset_account": instance.account.is_asset,
-        "is_archived_account": instance.account.is_archived,
-        "category_name": instance.category.name if instance.category else None,
-        "category_id": instance.category.id if instance.category else None,
-        "tag_names": [x.name for x in instance.tags.all()],
-        "tag_ids": [x.id for x in instance.tags.all()],
-        "entities_names": [x.name for x in instance.entities.all()],
-        "entities_ids": [x.id for x in instance.entities.all()],
-        "is_expense": instance.type == Transaction.Type.EXPENSE,
-        "is_income": instance.type == Transaction.Type.INCOME,
-        "is_paid": instance.is_paid,
-        "description": instance.description,
-        "amount": instance.amount,
-        "notes": instance.notes,
-        "date": instance.date,
-        "reference_date": instance.reference_date,
-        "internal_note": instance.internal_note,
-        "internal_id": instance.internal_id,
-    }
+def _get_names(instance: Transaction | dict):
+    if isinstance(instance, Transaction):
+        return {
+            "id": instance.id,
+            "account_name": instance.account.name,
+            "account_id": instance.account.id,
+            "account_group_name": (
+                instance.account.group.name if instance.account.group else None
+            ),
+            "account_group_id": (
+                instance.account.group.id if instance.account.group else None
+            ),
+            "is_asset_account": instance.account.is_asset,
+            "is_archived_account": instance.account.is_archived,
+            "category_name": instance.category.name if instance.category else None,
+            "category_id": instance.category.id if instance.category else None,
+            "tag_names": [x.name for x in instance.tags.all()],
+            "tag_ids": [x.id for x in instance.tags.all()],
+            "entities_names": [x.name for x in instance.entities.all()],
+            "entities_ids": [x.id for x in instance.entities.all()],
+            "is_expense": instance.type == Transaction.Type.EXPENSE,
+            "is_income": instance.type == Transaction.Type.INCOME,
+            "is_paid": instance.is_paid,
+            "description": instance.description,
+            "amount": instance.amount,
+            "notes": instance.notes,
+            "date": instance.date,
+            "reference_date": instance.reference_date,
+            "internal_note": instance.internal_note,
+            "internal_id": instance.internal_id,
+            "is_deleted": instance.deleted,
+        }
+    else:
+        return {
+            "id": instance.get("id"),
+            "account_name": instance.get("account", (None, None))[1],
+            "account_id": instance.get("account", (None, None))[0],
+            "account_group_name": instance.get("account_group", (None, None))[1],
+            "account_group_id": instance.get("account_group", (None, None))[0],
+            "is_asset_account": instance.get("is_asset"),
+            "is_archived_account": instance.get("is_archived"),
+            "category_name": instance.get("category", (None, None))[1],
+            "category_id": instance.get("category", (None, None))[0],
+            "tag_names": [x[1] for x in instance.get("tags", [])],
+            "tag_ids": [x[0] for x in instance.get("tags", [])],
+            "entities_names": [x[1] for x in instance.get("entities", [])],
+            "entities_ids": [x[0] for x in instance.get("entities", [])],
+            "is_expense": instance.get("type") == Transaction.Type.EXPENSE,
+            "is_income": instance.get("type") == Transaction.Type.INCOME,
+            "is_paid": instance.get("is_paid"),
+            "description": instance.get("description", ""),
+            "amount": Decimal(instance.get("amount")),
+            "notes": instance.get("notes", ""),
+            "date": datetime.fromisoformat(instance.get("date")),
+            "reference_date": datetime.fromisoformat(instance.get("reference_date")),
+            "internal_note": instance.get("internal_note", ""),
+            "internal_id": instance.get("internal_id", ""),
+            "is_deleted": instance.get("deleted", True),
+        }
 
 
 def _process_update_or_create_transaction_action(action, simple_eval):
@@ -131,14 +199,16 @@ 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/rules/urls.py

@@ -37,6 +37,16 @@ urlpatterns = [
         views.transaction_rule_delete,
         name="transaction_rule_delete",
     ),
+    path(
+        "rules/transaction/<int:transaction_rule_id>/take-ownership/",
+        views.transaction_rule_take_ownership,
+        name="transaction_rule_take_ownership",
+    ),
+    path(
+        "rules/transaction/<int:pk>/share/",
+        views.transaction_rule_share,
+        name="transaction_rule_share_settings",
+    ),
     path(
         "rules/transaction/<int:transaction_rule_id>/transaction-action/add/",
         views.transaction_rule_action_add,

app/apps/rules/views.py

@@ -16,6 +16,8 @@ from apps.rules.models import (
     TransactionRuleAction,
     UpdateOrCreateTransactionRuleAction,
 )
+from apps.common.models import SharedObject
+from apps.common.forms import SharedObjectForm
 
 
 @login_required
@@ -93,6 +95,16 @@ def transaction_rule_add(request, **kwargs):
 def transaction_rule_edit(request, transaction_rule_id):
     transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
 
+    if transaction_rule.owner and transaction_rule.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
+
     if request.method == "POST":
         form = TransactionRuleForm(request.POST, instance=transaction_rule)
         if form.is_valid():
@@ -134,9 +146,15 @@ def transaction_rule_view(request, transaction_rule_id):
 def transaction_rule_delete(request, transaction_rule_id):
     transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
 
-    transaction_rule.delete()
-
-    messages.success(request, _("Rule deleted successfully"))
+    if (
+        transaction_rule.owner != request.user
+        and request.user in transaction_rule.shared_with.all()
+    ):
+        transaction_rule.shared_with.remove(request.user)
+        messages.success(request, _("Item no longer shared with you"))
+    else:
+        transaction_rule.delete()
+        messages.success(request, _("Rule deleted successfully"))
 
     return HttpResponse(
         status=204,
@@ -146,6 +164,65 @@ def transaction_rule_delete(request, transaction_rule_id):
     )
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transaction_rule_take_ownership(request, transaction_rule_id):
+    transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
+
+    if not transaction_rule.owner:
+        transaction_rule.owner = request.user
+        transaction_rule.visibility = SharedObject.Visibility.private
+        transaction_rule.save()
+
+        messages.success(request, _("Ownership taken successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas",
+        },
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def transaction_rule_share(request, pk):
+    obj = get_object_or_404(TransactionRule, id=pk)
+
+    if obj.owner and obj.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
+
+    if request.method == "POST":
+        form = SharedObjectForm(request.POST, instance=obj, user=request.user)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Configuration saved successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas",
+                },
+            )
+    else:
+        form = SharedObjectForm(instance=obj, user=request.user)
+
+    return render(
+        request,
+        "rules/fragments/share.html",
+        {"form": form, "object": obj},
+    )
+
+
 @only_htmx
 @login_required
 @require_http_methods(["GET", "POST"])

app/apps/transactions/admin.py

@@ -8,13 +8,14 @@ from apps.transactions.models import (
     RecurringTransaction,
     TransactionEntity,
 )
+from apps.common.admin import SharedObjectModelAdmin
 
 
 @admin.register(Transaction)
 class TransactionModelAdmin(admin.ModelAdmin):
     def get_queryset(self, request):
         # Use the all_objects manager to show all transactions, including deleted ones
-        return self.model.all_objects.all()
+        return self.model.userless_all_objects.all()
 
     list_filter = ["deleted", "type", "is_paid", "date", "account"]
 
@@ -48,19 +49,29 @@ class TransactionInline(admin.TabularInline):
 
 
 @admin.register(InstallmentPlan)
-class InstallmentPlanAdmin(admin.ModelAdmin):
+class InstallmentPlanAdmin(SharedObjectModelAdmin):
     inlines = [
         TransactionInline,
     ]
 
 
 @admin.register(RecurringTransaction)
-class RecurringTransactionAdmin(admin.ModelAdmin):
+class RecurringTransactionAdmin(SharedObjectModelAdmin):
     inlines = [
         TransactionInline,
     ]
 
 
-admin.site.register(TransactionCategory)
-admin.site.register(TransactionTag)
-admin.site.register(TransactionEntity)
+@admin.register(TransactionCategory)
+class TransactionCategoryModelAdmin(SharedObjectModelAdmin):
+    pass
+
+
+@admin.register(TransactionTag)
+class TransactionTagModelAdmin(SharedObjectModelAdmin):
+    pass
+
+
+@admin.register(TransactionEntity)
+class TransactionEntityModelAdmin(SharedObjectModelAdmin):
+    pass

app/apps/transactions/filters.py

@@ -184,3 +184,8 @@ class TransactionsFilter(django_filters.FilterSet):
         self.form.fields["from_amount"].widget = ArbitraryDecimalDisplayNumberInput()
         self.form.fields["date_start"].widget = AirDatePickerInput()
         self.form.fields["date_end"].widget = AirDatePickerInput()
+
+        self.form.fields["account"].queryset = Account.objects.all()
+        self.form.fields["category"].queryset = TransactionCategory.objects.all()
+        self.form.fields["tags"].queryset = TransactionTag.objects.all()
+        self.form.fields["entities"].queryset = TransactionEntity.objects.all()

app/apps/transactions/forms.py

@@ -29,6 +29,7 @@ from apps.transactions.models import (
     RecurringTransaction,
     TransactionEntity,
 )
+from apps.common.middleware.thread_local import get_current_user
 
 
 class TransactionForm(forms.ModelForm):
@@ -94,20 +95,30 @@ class TransactionForm(forms.ModelForm):
         # if editing a transaction display non-archived items and it's own item even if it's archived
         if self.instance.id:
             self.fields["account"].queryset = Account.objects.filter(
-                Q(is_archived=False) | Q(transactions=self.instance.id)
-            ).distinct()
+                Q(is_archived=False) | Q(transactions=self.instance.id),
+            )
 
             self.fields["category"].queryset = TransactionCategory.objects.filter(
                 Q(active=True) | Q(transaction=self.instance.id)
-            ).distinct()
+            )
 
             self.fields["tags"].queryset = TransactionTag.objects.filter(
                 Q(active=True) | Q(transaction=self.instance.id)
-            ).distinct()
+            )
 
             self.fields["entities"].queryset = TransactionEntity.objects.filter(
                 Q(active=True) | Q(transactions=self.instance.id)
-            ).distinct()
+            )
+        else:
+            self.fields["account"].queryset = Account.objects.filter(
+                is_archived=False,
+            )
+
+            self.fields["category"].queryset = TransactionCategory.objects.filter(
+                active=True
+            )
+            self.fields["tags"].queryset = TransactionTag.objects.filter(active=True)
+            self.fields["entities"].queryset = TransactionEntity.objects.all()
 
         self.helper = FormHelper()
         self.helper.form_tag = False
@@ -323,7 +334,9 @@ class TransferForm(forms.Form):
         widget=AirMonthYearPickerInput(), label=_("Reference Date"), required=False
     )
 
-    description = forms.CharField(max_length=500, label=_("Description"))
+    description = forms.CharField(
+        max_length=500, label=_("Description"), required=False
+    )
     notes = forms.CharField(
         required=False,
         widget=forms.Textarea(
@@ -405,6 +418,24 @@ class TransferForm(forms.Form):
         self.fields["to_amount"].widget = ArbitraryDecimalDisplayNumberInput()
         self.fields["date"].widget = AirDatePickerInput(clear_button=False)
 
+        self.fields["from_account"].queryset = Account.objects.filter(
+            is_archived=False,
+        )
+
+        self.fields["from_category"].queryset = TransactionCategory.objects.filter(
+            active=True
+        )
+        self.fields["from_tags"].queryset = TransactionTag.objects.filter(active=True)
+
+        self.fields["to_account"].queryset = Account.objects.filter(
+            is_archived=False,
+        )
+
+        self.fields["to_category"].queryset = TransactionCategory.objects.filter(
+            active=True
+        )
+        self.fields["to_tags"].queryset = TransactionTag.objects.filter(active=True)
+
     def clean(self):
         cleaned_data = super().clean()
         from_account = cleaned_data.get("from_account")
@@ -509,6 +540,8 @@ class InstallmentPlanForm(forms.ModelForm):
             "notes",
             "installment_start",
             "entities",
+            "add_description_to_transaction",
+            "add_notes_to_transaction",
         ]
         widgets = {
             "account": TomSelect(),
@@ -536,6 +569,18 @@ class InstallmentPlanForm(forms.ModelForm):
             self.fields["entities"].queryset = TransactionEntity.objects.filter(
                 Q(active=True) | Q(installmentplan=self.instance.id)
             ).distinct()
+        else:
+            self.fields["account"].queryset = Account.objects.filter(is_archived=False)
+
+            self.fields["category"].queryset = TransactionCategory.objects.filter(
+                active=True
+            )
+
+            self.fields["tags"].queryset = TransactionTag.objects.filter(active=True)
+
+            self.fields["entities"].queryset = TransactionEntity.objects.filter(
+                active=True
+            )
 
         self.helper = FormHelper()
         self.helper.form_tag = False
@@ -552,7 +597,9 @@ class InstallmentPlanForm(forms.ModelForm):
                 css_class="form-row",
             ),
             "description",
+            Switch("add_description_to_transaction"),
             "notes",
+            Switch("add_notes_to_transaction"),
             Row(
                 Column("number_of_installments", css_class="form-group col-md-6 mb-0"),
                 Column("installment_start", css_class="form-group col-md-6 mb-0"),
@@ -741,6 +788,7 @@ class RecurringTransactionForm(forms.ModelForm):
             "type",
             "amount",
             "description",
+            "add_description_to_transaction",
             "category",
             "tags",
             "start_date",
@@ -749,6 +797,7 @@ class RecurringTransactionForm(forms.ModelForm):
             "recurrence_type",
             "recurrence_interval",
             "notes",
+            "add_notes_to_transaction",
             "entities",
         ]
         widgets = {
@@ -781,6 +830,18 @@ class RecurringTransactionForm(forms.ModelForm):
             self.fields["entities"].queryset = TransactionEntity.objects.filter(
                 Q(active=True) | Q(recurringtransaction=self.instance.id)
             ).distinct()
+        else:
+            self.fields["account"].queryset = Account.objects.filter(is_archived=False)
+
+            self.fields["category"].queryset = TransactionCategory.objects.filter(
+                active=True
+            )
+
+            self.fields["tags"].queryset = TransactionTag.objects.filter(active=True)
+
+            self.fields["entities"].queryset = TransactionEntity.objects.filter(
+                active=True
+            )
 
         self.helper = FormHelper()
         self.helper.form_method = "post"
@@ -797,6 +858,7 @@ class RecurringTransactionForm(forms.ModelForm):
                 css_class="form-row",
             ),
             "description",
+            Switch("add_description_to_transaction"),
             "amount",
             Row(
                 Column("category", css_class="form-group col-md-6 mb-0"),
@@ -804,6 +866,7 @@ class RecurringTransactionForm(forms.ModelForm):
                 css_class="form-row",
             ),
             "notes",
+            Switch("add_notes_to_transaction"),
             Row(
                 Column("start_date", css_class="form-group col-md-6 mb-0"),
                 Column("reference_date", css_class="form-group col-md-6 mb-0"),

app/apps/transactions/migrations/0034_alter_installmentplan_managers_and_more.py

@@ -0,0 +1,62 @@
+# Generated by Django 5.1.6 on 2025-03-05 04:19
+
+import django.db.models.deletion
+import django.db.models.manager
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0033_transaction_internal_id'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AlterModelManagers(
+            name='installmentplan',
+            managers=[
+                ('all_objects', django.db.models.manager.Manager()),
+            ],
+        ),
+        migrations.AlterModelManagers(
+            name='recurringtransaction',
+            managers=[
+                ('all_objects', django.db.models.manager.Manager()),
+            ],
+        ),
+        migrations.AlterModelManagers(
+            name='transactioncategory',
+            managers=[
+                ('all_objects', django.db.models.manager.Manager()),
+            ],
+        ),
+        migrations.AlterModelManagers(
+            name='transactionentity',
+            managers=[
+                ('all_objects', django.db.models.manager.Manager()),
+            ],
+        ),
+        migrations.AlterModelManagers(
+            name='transactiontag',
+            managers=[
+                ('all_objects', django.db.models.manager.Manager()),
+            ],
+        ),
+        migrations.AddField(
+            model_name='transactioncategory',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='owned_transaction_categories', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
+        ),
+        migrations.AddField(
+            model_name='transactionentity',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='owned_transaction_entities', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
+        ),
+        migrations.AddField(
+            model_name='transactiontag',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='owned_transaction_tags', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
+        ),
+    ]

app/apps/transactions/migrations/0035_alter_transactioncategory_name_and_more.py

@@ -0,0 +1,37 @@
+# Generated by Django 5.1.6 on 2025-03-05 04:51
+
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0034_alter_installmentplan_managers_and_more'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='transactioncategory',
+            name='name',
+            field=models.CharField(max_length=255, verbose_name='Name'),
+        ),
+        migrations.AlterField(
+            model_name='transactiontag',
+            name='name',
+            field=models.CharField(max_length=255, verbose_name='Name'),
+        ),
+        migrations.AlterUniqueTogether(
+            name='transactioncategory',
+            unique_together={('owner', 'name')},
+        ),
+        migrations.AlterUniqueTogether(
+            name='transactionentity',
+            unique_together={('owner', 'name')},
+        ),
+        migrations.AlterUniqueTogether(
+            name='transactiontag',
+            unique_together={('owner', 'name')},
+        ),
+    ]

app/apps/transactions/migrations/0036_alter_transactioncategory_managers_and_more.py

@@ -0,0 +1,76 @@
+# Generated by Django 5.1.6 on 2025-03-06 00:10
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0035_alter_transactioncategory_name_and_more'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AlterModelManagers(
+            name='transactioncategory',
+            managers=[
+            ],
+        ),
+        migrations.AlterModelManagers(
+            name='transactionentity',
+            managers=[
+            ],
+        ),
+        migrations.AlterModelManagers(
+            name='transactiontag',
+            managers=[
+            ],
+        ),
+        migrations.AddField(
+            model_name='transactioncategory',
+            name='shared_with',
+            field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AddField(
+            model_name='transactioncategory',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('shared', 'Shared'), ('public', 'Public')], default='private', max_length=10),
+        ),
+        migrations.AddField(
+            model_name='transactionentity',
+            name='shared_with',
+            field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AddField(
+            model_name='transactionentity',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('shared', 'Shared'), ('public', 'Public')], default='private', max_length=10),
+        ),
+        migrations.AddField(
+            model_name='transactiontag',
+            name='shared_with',
+            field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AddField(
+            model_name='transactiontag',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('shared', 'Shared'), ('public', 'Public')], default='private', max_length=10),
+        ),
+        migrations.AlterField(
+            model_name='transactioncategory',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AlterField(
+            model_name='transactionentity',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
+        ),
+        migrations.AlterField(
+            model_name='transactiontag',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
+        ),
+    ]

app/apps/transactions/migrations/0037_alter_transactioncategory_visibility_and_more.py

@@ -0,0 +1,28 @@
+# Generated by Django 5.1.6 on 2025-03-06 01:47
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0036_alter_transactioncategory_managers_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='transactioncategory',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10),
+        ),
+        migrations.AlterField(
+            model_name='transactionentity',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10),
+        ),
+        migrations.AlterField(
+            model_name='transactiontag',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10),
+        ),
+    ]

app/apps/transactions/migrations/0038_transaction_owner.py

@@ -0,0 +1,21 @@
+# Generated by Django 5.1.6 on 2025-03-07 03:14
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0037_alter_transactioncategory_visibility_and_more'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='transaction',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
+        ),
+    ]

app/apps/transactions/migrations/0039_alter_transaction_internal_id_and_more.py

@@ -0,0 +1,24 @@
+# Generated by Django 5.1.6 on 2025-03-07 03:16
+
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0038_transaction_owner'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='transaction',
+            name='internal_id',
+            field=models.TextField(blank=True, null=True, verbose_name='Internal ID'),
+        ),
+        migrations.AlterUniqueTogether(
+            name='transaction',
+            unique_together={('owner', 'internal_id')},
+        ),
+    ]

app/apps/transactions/migrations/0040_alter_transaction_unique_together_and_more.py

@@ -0,0 +1,22 @@
+# Generated by Django 5.1.6 on 2025-03-07 03:25
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0039_alter_transaction_internal_id_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterUniqueTogether(
+            name='transaction',
+            unique_together=set(),
+        ),
+        migrations.AlterField(
+            model_name='transaction',
+            name='internal_id',
+            field=models.TextField(blank=True, null=True, unique=True, verbose_name='Internal ID'),
+        ),
+    ]

app/apps/transactions/migrations/0041_installmentplan_add_description_to_transaction_and_more.py

@@ -0,0 +1,33 @@
+# Generated by Django 5.1.7 on 2025-03-09 20:22
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0040_alter_transaction_unique_together_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='installmentplan',
+            name='add_description_to_transaction',
+            field=models.BooleanField(default=True, verbose_name='Add description to transactions'),
+        ),
+        migrations.AddField(
+            model_name='installmentplan',
+            name='add_notes_to_transaction',
+            field=models.BooleanField(default=True, verbose_name='Add notes to transactions'),
+        ),
+        migrations.AddField(
+            model_name='recurringtransaction',
+            name='add_description_to_transaction',
+            field=models.BooleanField(default=True, verbose_name='Add description to transactions'),
+        ),
+        migrations.AddField(
+            model_name='recurringtransaction',
+            name='add_notes_to_transaction',
+            field=models.BooleanField(default=True, verbose_name='Add notes to transactions'),
+        ),
+    ]

app/apps/transactions/migrations/0042_alter_transactioncategory_options_and_more.py

@@ -0,0 +1,25 @@
+# Generated by Django 5.1.7 on 2025-03-09 21:54
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0041_installmentplan_add_description_to_transaction_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name='transactioncategory',
+            options={'ordering': ['name', 'id'], 'verbose_name': 'Transaction Category', 'verbose_name_plural': 'Transaction Categories'},
+        ),
+        migrations.AlterModelOptions(
+            name='transactionentity',
+            options={'ordering': ['name', 'id'], 'verbose_name': 'Entity', 'verbose_name_plural': 'Entities'},
+        ),
+        migrations.AlterModelOptions(
+            name='transactiontag',
+            options={'ordering': ['name', 'id'], 'verbose_name': 'Transaction Tags', 'verbose_name_plural': 'Transaction Tags'},
+        ),
+    ]

app/apps/transactions/models.py

@@ -15,12 +15,15 @@ from apps.common.functions.decimals import truncate_decimal
 from apps.common.templatetags.decimal import localize_number, drop_trailing_zeros
 from apps.currencies.utils.convert import convert
 from apps.transactions.validators import validate_decimal_places, validate_non_negative
+from apps.common.middleware.thread_local import get_current_user
+from apps.common.models import SharedObject, SharedObjectManager, OwnedObject
 
 logger = logging.getLogger()
 
 
 transaction_created = Signal()
 transaction_updated = Signal()
+transaction_deleted = Signal()
 
 
 class SoftDeleteQuerySet(models.QuerySet):
@@ -63,8 +66,14 @@ class SoftDeleteQuerySet(models.QuerySet):
 
     def delete(self):
         if not settings.ENABLE_SOFT_DELETE:
-            # If soft deletion is disabled, perform a normal delete
-            return super().delete()
+            # Get instances before hard delete
+            instances = list(self)
+            # Send signals for each instance before deletion
+            for instance in instances:
+                transaction_deleted.send(sender=instance)
+            # Perform hard delete
+            result = super().delete()
+            return result
 
         # Separate the queryset into already deleted and not deleted objects
         already_deleted = self.filter(deleted=True)
@@ -72,14 +81,28 @@ class SoftDeleteQuerySet(models.QuerySet):
 
         # Use a transaction to ensure atomicity
         with transaction.atomic():
+            # Get instances for hard delete before they're gone
+            already_deleted_instances = list(already_deleted)
+            for instance in already_deleted_instances:
+                transaction_deleted.send(sender=instance)
+
             # Perform hard delete on already deleted objects
             hard_deleted_count = already_deleted._raw_delete(already_deleted.db)
 
+            # Get instances for soft delete
+            instances_to_soft_delete = list(not_deleted)
+
             # Perform soft delete on not deleted objects
             soft_deleted_count = not_deleted.update(
                 deleted=True, deleted_at=timezone.now()
             )
 
+            # Send signals for soft deleted instances
+            for instance in instances_to_soft_delete:
+                instance.deleted = True
+                instance.deleted_at = timezone.now()
+                transaction_deleted.send(sender=instance)
+
         # Return a tuple of counts as expected by Django's delete method
         return (
             hard_deleted_count + soft_deleted_count,
@@ -93,10 +116,40 @@ class SoftDeleteQuerySet(models.QuerySet):
 class SoftDeleteManager(models.Manager):
     def get_queryset(self):
         qs = SoftDeleteQuerySet(self.model, using=self._db)
-        return qs.filter(deleted=False)
+        user = get_current_user()
+        if user and not user.is_anonymous:
+            return qs.filter(
+                Q(account__visibility="public")
+                | Q(account__owner=user)
+                | Q(account__shared_with=user)
+                | Q(account__visibility="private", account__owner=None),
+                deleted=False,
+            ).distinct()
+        else:
+            return qs.filter(
+                deleted=False,
+            )
 
 
 class AllObjectsManager(models.Manager):
+    def get_queryset(self):
+        user = get_current_user()
+        if user and not user.is_anonymous:
+            return (
+                SoftDeleteQuerySet(self.model, using=self._db)
+                .filter(
+                    Q(account__visibility="public")
+                    | Q(account__owner=user)
+                    | Q(account__shared_with=user)
+                    | Q(account__visibility="private", account__owner=None),
+                )
+                .distinct()
+            )
+        else:
+            return SoftDeleteQuerySet(self.model, using=self._db)
+
+
+class UserlessAllObjectsManager(models.Manager):
     def get_queryset(self):
         return SoftDeleteQuerySet(self.model, using=self._db)
 
@@ -104,11 +157,45 @@ class AllObjectsManager(models.Manager):
 class DeletedObjectsManager(models.Manager):
     def get_queryset(self):
         qs = SoftDeleteQuerySet(self.model, using=self._db)
-        return qs.filter(deleted=True)
+        user = get_current_user()
+        if user and not user.is_anonymous:
+            return qs.filter(
+                Q(account__visibility="public")
+                | Q(account__owner=user)
+                | Q(account__shared_with=user)
+                | Q(account__visibility="private", account__owner=None),
+                deleted=True,
+            ).distinct()
+        else:
+            return qs.filter(
+                deleted=True,
+            )
 
 
-class TransactionCategory(models.Model):
-    name = models.CharField(max_length=255, verbose_name=_("Name"), unique=True)
+class UserlessDeletedObjectsManager(models.Manager):
+    def get_queryset(self):
+        qs = SoftDeleteQuerySet(self.model, using=self._db)
+        return qs.filter(
+            deleted=True,
+        )
+
+
+class GenericAccountOwnerManager(models.Manager):
+    def get_queryset(self):
+        queryset = super().get_queryset()
+        user = get_current_user()
+        if user and not user.is_anonymous:
+            return queryset.filter(
+                Q(account__visibility="public")
+                | Q(account__owner=user)
+                | Q(account__shared_with=user)
+                | Q(account__visibility="private", account__owner=None),
+            ).distinct()
+        return queryset.none()
+
+
+class TransactionCategory(SharedObject):
+    name = models.CharField(max_length=255, verbose_name=_("Name"))
     mute = models.BooleanField(default=False, verbose_name=_("Mute"))
     active = models.BooleanField(
         default=True,
@@ -118,17 +205,22 @@ class TransactionCategory(models.Model):
         ),
     )
 
+    objects = SharedObjectManager()
+    all_objects = models.Manager()  # Unfiltered manager
+
     class Meta:
         verbose_name = _("Transaction Category")
         verbose_name_plural = _("Transaction Categories")
         db_table = "t_categories"
+        unique_together = (("owner", "name"),)
+        ordering = ["name", "id"]
 
     def __str__(self):
         return self.name
 
 
-class TransactionTag(models.Model):
-    name = models.CharField(max_length=255, verbose_name=_("Name"), unique=True)
+class TransactionTag(SharedObject):
+    name = models.CharField(max_length=255, verbose_name=_("Name"))
     active = models.BooleanField(
         default=True,
         verbose_name=_("Active"),
@@ -137,16 +229,21 @@ class TransactionTag(models.Model):
         ),
     )
 
+    objects = SharedObjectManager()
+    all_objects = models.Manager()  # Unfiltered manager
+
     class Meta:
         verbose_name = _("Transaction Tags")
         verbose_name_plural = _("Transaction Tags")
         db_table = "tags"
+        unique_together = (("owner", "name"),)
+        ordering = ["name", "id"]
 
     def __str__(self):
         return self.name
 
 
-class TransactionEntity(models.Model):
+class TransactionEntity(SharedObject):
     name = models.CharField(max_length=255, verbose_name=_("Name"))
     active = models.BooleanField(
         default=True,
@@ -156,16 +253,21 @@ class TransactionEntity(models.Model):
         ),
     )
 
+    objects = SharedObjectManager()
+    all_objects = models.Manager()  # Unfiltered manager
+
     class Meta:
         verbose_name = _("Entity")
         verbose_name_plural = _("Entities")
         db_table = "entities"
+        unique_together = (("owner", "name"),)
+        ordering = ["name", "id"]
 
     def __str__(self):
         return self.name
 
 
-class Transaction(models.Model):
+class Transaction(OwnedObject):
     class Type(models.TextChoices):
         INCOME = "IN", _("Income")
         EXPENSE = "EX", _("Expense")
@@ -249,7 +351,11 @@ class Transaction(models.Model):
 
     objects = SoftDeleteManager.from_queryset(SoftDeleteQuerySet)()
     all_objects = AllObjectsManager.from_queryset(SoftDeleteQuerySet)()
+    userless_all_objects = UserlessAllObjectsManager.from_queryset(SoftDeleteQuerySet)()
     deleted_objects = DeletedObjectsManager.from_queryset(SoftDeleteQuerySet)()
+    userless_deleted_objects = UserlessDeletedObjectsManager.from_queryset(
+        SoftDeleteQuerySet
+    )()
 
     class Meta:
         verbose_name = _("Transaction")
@@ -276,10 +382,14 @@ class Transaction(models.Model):
                 self.deleted = True
                 self.deleted_at = timezone.now()
                 self.save()
+                transaction_deleted.send(sender=self)  # Emit signal for soft delete
             else:
-                super().delete(*args, **kwargs)
+                result = super().delete(*args, **kwargs)
+                return result
         else:
-            super().delete(*args, **kwargs)
+            # For hard delete mode
+            transaction_deleted.send(sender=self)  # Emit signal before hard delete
+            return super().delete(*args, **kwargs)
 
     def hard_delete(self, *args, **kwargs):
         super().delete(*args, **kwargs)
@@ -386,6 +496,16 @@ class InstallmentPlan(models.Model):
 
     notes = models.TextField(blank=True, verbose_name=_("Notes"))
 
+    add_description_to_transaction = models.BooleanField(
+        default=True, verbose_name=_("Add description to transactions")
+    )
+    add_notes_to_transaction = models.BooleanField(
+        default=True, verbose_name=_("Add notes to transactions")
+    )
+
+    all_objects = models.Manager()  # Unfiltered manager
+    objects = GenericAccountOwnerManager()  # Default filtered manager
+
     class Meta:
         verbose_name = _("Installment Plan")
         verbose_name_plural = _("Installment Plans")
@@ -440,18 +560,20 @@ class InstallmentPlan(models.Model):
 
             transaction_date = self.start_date + delta
             transaction_reference_date = (self.reference_date + delta).replace(day=1)
-            new_transaction = Transaction.objects.create(
+            new_transaction = Transaction.all_objects.create(
                 account=self.account,
                 type=self.type,
                 date=transaction_date,
                 is_paid=False,
                 reference_date=transaction_reference_date,
                 amount=self.installment_amount,
-                description=self.description,
+                description=(
+                    self.description if self.add_description_to_transaction else ""
+                ),
                 category=self.category,
                 installment_plan=self,
                 installment_id=i,
-                notes=self.notes,
+                notes=self.notes if self.add_notes_to_transaction else "",
             )
             new_transaction.tags.set(self.tags.all())
             new_transaction.entities.set(self.entities.all())
@@ -484,9 +606,13 @@ class InstallmentPlan(models.Model):
                 existing_transaction.type = self.type
                 existing_transaction.date = transaction_date
                 existing_transaction.reference_date = transaction_reference_date
-                existing_transaction.description = self.description
+                existing_transaction.description = (
+                    self.description if self.add_description_to_transaction else ""
+                )
                 existing_transaction.category = self.category
-                existing_transaction.notes = self.notes
+                existing_transaction.notes = (
+                    self.notes if self.add_notes_to_transaction else ""
+                )
 
                 if (
                     not existing_transaction.is_paid
@@ -500,18 +626,20 @@ class InstallmentPlan(models.Model):
                 existing_transaction.entities.set(self.entities.all())
             else:
                 # If the transaction doesn't exist, create a new one
-                new_transaction = Transaction.objects.create(
+                new_transaction = Transaction.all_objects.create(
                     account=self.account,
                     type=self.type,
                     date=transaction_date,
                     is_paid=False,
                     reference_date=transaction_reference_date,
                     amount=self.installment_amount,
-                    description=self.description,
+                    description=(
+                        self.description if self.add_description_to_transaction else ""
+                    ),
                     category=self.category,
                     installment_plan=self,
                     installment_id=i,
-                    notes=self.notes,
+                    notes=self.notes if self.add_notes_to_transaction else "",
                 )
                 new_transaction.tags.set(self.tags.all())
                 new_transaction.entities.set(self.entities.all())
@@ -587,6 +715,16 @@ class RecurringTransaction(models.Model):
         verbose_name=_("Last Generated Reference Date"), null=True, blank=True
     )
 
+    add_description_to_transaction = models.BooleanField(
+        default=True, verbose_name=_("Add description to transactions")
+    )
+    add_notes_to_transaction = models.BooleanField(
+        default=True, verbose_name=_("Add notes to transactions")
+    )
+
+    all_objects = models.Manager()  # Unfiltered manager
+    objects = GenericAccountOwnerManager()  # Default filtered manager
+
     class Meta:
         verbose_name = _("Recurring Transaction")
         verbose_name_plural = _("Recurring Transactions")
@@ -624,17 +762,19 @@ class RecurringTransaction(models.Model):
         )
 
     def create_transaction(self, date, reference_date):
-        created_transaction = Transaction.objects.create(
+        created_transaction = Transaction.all_objects.create(
             account=self.account,
             type=self.type,
             date=date,
             reference_date=reference_date.replace(day=1),
             amount=self.amount,
-            description=self.description,
+            description=(
+                self.description if self.add_description_to_transaction else ""
+            ),
             category=self.category,
             is_paid=False,
             recurring_transaction=self,
-            notes=self.notes,
+            notes=self.notes if self.add_notes_to_transaction else "",
         )
         if self.tags.exists():
             created_transaction.tags.set(self.tags.all())
@@ -708,9 +848,13 @@ class RecurringTransaction(models.Model):
         for existing_transaction in unpaid_transactions:
             # Update fields based on RecurringTransaction
             existing_transaction.amount = self.amount
-            existing_transaction.description = self.description
+            existing_transaction.description = (
+                self.description if self.add_description_to_transaction else ""
+            )
             existing_transaction.category = self.category
-            existing_transaction.notes = self.notes
+            existing_transaction.notes = (
+                self.notes if self.add_notes_to_transaction else ""
+            )
 
             # Update many-to-many relationships
             existing_transaction.tags.set(self.tags.all())

app/apps/transactions/tasks.py

@@ -34,7 +34,7 @@ def cleanup_deleted_transactions(timestamp=None):
 
         if not settings.ENABLE_SOFT_DELETE:
             # Hard delete all soft-deleted transactions
-            deleted_count, _ = Transaction.deleted_objects.all().hard_delete()
+            deleted_count, _ = Transaction.userless_deleted_objects.all().hard_delete()
             return (
                 f"Hard deleted {deleted_count} transactions (soft deletion disabled)."
             )
@@ -47,7 +47,9 @@ def cleanup_deleted_transactions(timestamp=None):
     invalidate()
 
     # Hard delete soft-deleted transactions older than the cutoff date
-    old_transactions = Transaction.deleted_objects.filter(deleted_at__lt=cutoff_date)
+    old_transactions = Transaction.userless_deleted_objects.filter(
+        deleted_at__lt=cutoff_date
+    )
     deleted_count, _ = old_transactions.hard_delete()
 
     return f"Hard deleted {deleted_count} objects older than {settings.KEEP_DELETED_TRANSACTIONS_FOR} days."

app/apps/transactions/urls.py

@@ -131,6 +131,16 @@ urlpatterns = [
         views.tag_delete,
         name="tag_delete",
     ),
+    path(
+        "tags/<int:tag_id>/take-ownership/",
+        views.tag_take_ownership,
+        name="tag_take_ownership",
+    ),
+    path(
+        "tags/<int:pk>/share/",
+        views.tag_share,
+        name="tag_share_settings",
+    ),
     path("entities/", views.entities_index, name="entities_index"),
     path("entities/list/", views.entities_list, name="entities_list"),
     path(
@@ -154,6 +164,16 @@ urlpatterns = [
         views.entity_delete,
         name="entity_delete",
     ),
+    path(
+        "entities/<int:entity_id>/take-ownership/",
+        views.entity_take_ownership,
+        name="entity_take_ownership",
+    ),
+    path(
+        "entities/<int:pk>/share/",
+        views.entity_share,
+        name="entity_share_settings",
+    ),
     path("categories/", views.categories_index, name="categories_index"),
     path("categories/list/", views.categories_list, name="categories_list"),
     path(
@@ -177,6 +197,16 @@ urlpatterns = [
         views.category_delete,
         name="category_delete",
     ),
+    path(
+        "categories/<int:pk>/share/",
+        views.category_share,
+        name="category_share_settings",
+    ),
+    path(
+        "categories/<int:category_id>/take-ownership/",
+        views.category_take_ownership,
+        name="category_take_ownership",
+    ),
     path(
         "installment-plans/",
         views.installment_plans_index,

app/apps/transactions/views/categories.py

@@ -8,6 +8,8 @@ from django.views.decorators.http import require_http_methods
 from apps.common.decorators.htmx import only_htmx
 from apps.transactions.forms import TransactionCategoryForm
 from apps.transactions.models import TransactionCategory
+from apps.common.models import SharedObject
+from apps.common.forms import SharedObjectForm
 
 
 @login_required
@@ -85,6 +87,16 @@ def category_add(request, **kwargs):
 def category_edit(request, category_id):
     category = get_object_or_404(TransactionCategory, id=category_id)
 
+    if category.owner and category.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
+
     if request.method == "POST":
         form = TransactionCategoryForm(request.POST, instance=category)
         if form.is_valid():
@@ -107,15 +119,77 @@ def category_edit(request, category_id):
     )
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def category_share(request, pk):
+    obj = get_object_or_404(TransactionCategory, id=pk)
+
+    if obj.owner and obj.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
+
+    if request.method == "POST":
+        form = SharedObjectForm(request.POST, instance=obj, user=request.user)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Configuration saved successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas",
+                },
+            )
+    else:
+        form = SharedObjectForm(instance=obj, user=request.user)
+
+    return render(
+        request,
+        "categories/fragments/share.html",
+        {"form": form, "object": obj},
+    )
+
+
 @only_htmx
 @login_required
 @require_http_methods(["DELETE"])
 def category_delete(request, category_id):
     category = get_object_or_404(TransactionCategory, id=category_id)
 
-    category.delete()
-
-    messages.success(request, _("Category deleted successfully"))
+    if category.owner != request.user and request.user in category.shared_with.all():
+        category.shared_with.remove(request.user)
+        messages.success(request, _("Item no longer shared with you"))
+    else:
+        category.delete()
+        messages.success(request, _("Category deleted successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas",
+        },
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def category_take_ownership(request, category_id):
+    category = get_object_or_404(TransactionCategory, id=category_id)
+
+    if not category.owner:
+        category.owner = request.user
+        category.visibility = SharedObject.Visibility.private
+        category.save()
+
+        messages.success(request, _("Ownership taken successfully"))
 
     return HttpResponse(
         status=204,

app/apps/transactions/views/entities.py

@@ -8,6 +8,8 @@ from django.views.decorators.http import require_http_methods
 from apps.common.decorators.htmx import only_htmx
 from apps.transactions.forms import TransactionEntityForm
 from apps.transactions.models import TransactionEntity
+from apps.common.models import SharedObject
+from apps.common.forms import SharedObjectForm
 
 
 @login_required
@@ -85,6 +87,16 @@ def entity_add(request, **kwargs):
 def entity_edit(request, entity_id):
     entity = get_object_or_404(TransactionEntity, id=entity_id)
 
+    if entity.owner and entity.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
+
     if request.method == "POST":
         form = TransactionEntityForm(request.POST, instance=entity)
         if form.is_valid():
@@ -113,9 +125,12 @@ def entity_edit(request, entity_id):
 def entity_delete(request, entity_id):
     entity = get_object_or_404(TransactionEntity, id=entity_id)
 
-    entity.delete()
-
-    messages.success(request, _("Entity deleted successfully"))
+    if entity.owner != request.user and request.user in entity.shared_with.all():
+        entity.shared_with.remove(request.user)
+        messages.success(request, _("Item no longer shared with you"))
+    else:
+        entity.delete()
+        messages.success(request, _("Entity deleted successfully"))
 
     return HttpResponse(
         status=204,
@@ -123,3 +138,62 @@ def entity_delete(request, entity_id):
             "HX-Trigger": "updated, hide_offcanvas",
         },
     )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def entity_take_ownership(request, entity_id):
+    entity = get_object_or_404(TransactionEntity, id=entity_id)
+
+    if not entity.owner:
+        entity.owner = request.user
+        entity.visibility = SharedObject.Visibility.private
+        entity.save()
+
+        messages.success(request, _("Ownership taken successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas",
+        },
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def entity_share(request, pk):
+    obj = get_object_or_404(TransactionEntity, id=pk)
+
+    if obj.owner and obj.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
+
+    if request.method == "POST":
+        form = SharedObjectForm(request.POST, instance=obj, user=request.user)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Configuration saved successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas",
+                },
+            )
+    else:
+        form = SharedObjectForm(instance=obj, user=request.user)
+
+    return render(
+        request,
+        "entities/fragments/share.html",
+        {"form": form, "object": obj},
+    )

app/apps/transactions/views/tags.py

@@ -8,6 +8,8 @@ from django.views.decorators.http import require_http_methods
 from apps.common.decorators.htmx import only_htmx
 from apps.transactions.forms import TransactionTagForm
 from apps.transactions.models import TransactionTag
+from apps.common.models import SharedObject
+from apps.common.forms import SharedObjectForm
 
 
 @login_required
@@ -85,6 +87,16 @@ def tag_add(request, **kwargs):
 def tag_edit(request, tag_id):
     tag = get_object_or_404(TransactionTag, id=tag_id)
 
+    if tag.owner and tag.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
+
     if request.method == "POST":
         form = TransactionTagForm(request.POST, instance=tag)
         if form.is_valid():
@@ -113,9 +125,12 @@ def tag_edit(request, tag_id):
 def tag_delete(request, tag_id):
     tag = get_object_or_404(TransactionTag, id=tag_id)
 
-    tag.delete()
-
-    messages.success(request, _("Tag deleted successfully"))
+    if tag.owner != request.user and request.user in tag.shared_with.all():
+        tag.shared_with.remove(request.user)
+        messages.success(request, _("Item no longer shared with you"))
+    else:
+        tag.delete()
+        messages.success(request, _("Tag deleted successfully"))
 
     return HttpResponse(
         status=204,
@@ -123,3 +138,62 @@ def tag_delete(request, tag_id):
             "HX-Trigger": "updated, hide_offcanvas",
         },
     )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def tag_take_ownership(request, tag_id):
+    tag = get_object_or_404(TransactionTag, id=tag_id)
+
+    if not tag.owner:
+        tag.owner = request.user
+        tag.visibility = SharedObject.Visibility.private
+        tag.save()
+
+        messages.success(request, _("Ownership taken successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas",
+        },
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def tag_share(request, pk):
+    obj = get_object_or_404(TransactionTag, id=pk)
+
+    if obj.owner and obj.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
+
+    if request.method == "POST":
+        form = SharedObjectForm(request.POST, instance=obj, user=request.user)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Configuration saved successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas",
+                },
+            )
+    else:
+        form = SharedObjectForm(instance=obj, user=request.user)
+
+    return render(
+        request,
+        "tags/fragments/share.html",
+        {"form": form, "object": obj},
+    )

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/apps/users/models.py

@@ -18,7 +18,7 @@ class User(AbstractUser):
     REQUIRED_FIELDS = []
 
     def __str__(self):
-        return f"{self.first_name} {self.last_name} ({self.email})"
+        return self.email
 
 
 class UserSettings(models.Model):

app/templates/account_groups/fragments/list.html

@@ -2,13 +2,13 @@
 <div class="container px-md-3 py-3 column-gap-5">
   <div class="tw-text-3xl fw-bold font-monospace tw-w-full mb-3">
     {% spaceless %}
-    <div>{% translate 'Account Groups' %}<span>
+      <div>{% translate 'Account Groups' %}<span>
       <a class="text-decoration-none tw-text-2xl p-1 category-action"
-                role="button"
-                data-bs-toggle="tooltip"
-                data-bs-title="{% translate "Add" %}"
-                hx-get="{% url 'account_group_add' %}"
-                hx-target="#generic-offcanvas">
+         role="button"
+         data-bs-toggle="tooltip"
+         data-bs-title="{% translate "Add" %}"
+         hx-get="{% url 'account_group_add' %}"
+         hx-target="#generic-offcanvas">
             <i class="fa-solid fa-circle-plus fa-fw"></i></a>
     </span></div>
     {% endspaceless %}
@@ -17,46 +17,64 @@
   <div class="card">
     <div class="card-body table-responsive">
       {% if account_groups %}
-      <c-config.search></c-config.search>
-      <table class="table table-hover">
-        <thead>
+        <c-config.search></c-config.search>
+        <table class="table table-hover">
+          <thead>
           <tr>
             <th scope="col" class="col-auto"></th>
             <th scope="col" class="col">{% translate 'Name' %}</th>
           </tr>
-        </thead>
-        <tbody>
+          </thead>
+          <tbody>
           {% for account_group in account_groups %}
-          <tr class="account_group">
-            <td class="col-auto">
-              <div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
-                <a class="btn btn-secondary btn-sm"
-                      role="button"
-                      data-bs-toggle="tooltip"
-                      data-bs-title="{% translate "Edit" %}"
-                      hx-get="{% url 'account_group_edit' pk=account_group.id %}"
-                      hx-target="#generic-offcanvas">
-                  <i class="fa-solid fa-pencil fa-fw"></i></a>
-                <a class="btn btn-secondary btn-sm text-danger"
-                        role="button"
-                        data-bs-toggle="tooltip"
-                        data-bs-title="{% translate "Delete" %}"
-                        hx-delete="{% url 'account_group_delete' pk=account_group.id %}"
-                        hx-trigger='confirmed'
-                        data-bypass-on-ctrl="true"
-                        data-title="{% translate "Are you sure?" %}"
-                        data-text="{% translate "You won't be able to revert this!" %}"
-                        data-confirm-text="{% translate "Yes, delete it!" %}"
-                        _="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
-              </div>
-            </td>
-            <td class="col">{{ account_group.name }}</td>
-          </tr>
+            <tr class="account_group">
+              <td class="col-auto">
+                <div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
+                  <a class="btn btn-secondary btn-sm"
+                     role="button"
+                     data-bs-toggle="tooltip"
+                     data-bs-title="{% translate "Edit" %}"
+                     hx-get="{% url 'account_group_edit' pk=account_group.id %}"
+                     hx-target="#generic-offcanvas">
+                    <i class="fa-solid fa-pencil fa-fw"></i></a>
+                  <a class="btn btn-secondary btn-sm text-danger"
+                     role="button"
+                     data-bs-toggle="tooltip"
+                     data-bs-title="{% translate "Delete" %}"
+                     hx-delete="{% url 'account_group_delete' pk=account_group.id %}"
+                     hx-trigger='confirmed'
+                     data-bypass-on-ctrl="true"
+                     data-title="{% translate "Are you sure?" %}"
+                     data-text="{% translate "You won't be able to revert this!" %}"
+                     data-confirm-text="{% translate "Yes, delete it!" %}"
+                     _="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
+                  {% if not account_group.owner %}
+                    <a class="btn btn-secondary btn-sm text-warning"
+                       role="button"
+                       data-bs-toggle="tooltip"
+                       data-bs-title="{% translate "Take ownership" %}"
+                       hx-get="{% url 'account_group_take_ownership' pk=account_group.id %}">
+                      <i class="fa-solid fa-crown fa-fw"></i></a>
+                  {% endif %}
+                  {% if user == account_group.owner %}
+                    <a class="btn btn-secondary btn-sm text-primary"
+                       role="button"
+                       hx-target="#generic-offcanvas"
+                       hx-swap="innerHTML"
+                       data-bs-toggle="tooltip"
+                       data-bs-title="{% translate "Share" %}"
+                       hx-get="{% url 'account_group_share_settings' pk=account_group.id %}">
+                      <i class="fa-solid fa-share fa-fw"></i></a>
+                  {% endif %}
+                </div>
+              </td>
+              <td class="col">{{ account_group.name }}</td>
+            </tr>
           {% endfor %}
-        </tbody>
-      </table>
+          </tbody>
+        </table>
       {% else %}
-      <c-msg.empty title="{% translate "No account groups" %}" remove-padding></c-msg.empty>
+        <c-msg.empty title="{% translate "No account groups" %}" remove-padding></c-msg.empty>
       {% endif %}
     </div>
   </div>

app/templates/account_groups/fragments/share.html

@@ -0,0 +1,11 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Share settings' %}{% endblock %}
+
+{% block body %}
+<form hx-post="{% url "account_groups_share_settings" pk=object.id %}" hx-target="#generic-offcanvas" novalidate>
+    {% crispy form %}
+</form>
+{% endblock %}

app/templates/accounts/fragments/list.html

@@ -53,6 +53,24 @@
                         data-text="{% translate "You won't be able to revert this!" %}"
                         data-confirm-text="{% translate "Yes, delete it!" %}"
                         _="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
+                {% if not account.owner %}
+                <a class="btn btn-secondary btn-sm text-primary"
+                 role="button"
+                 data-bs-toggle="tooltip"
+                 data-bs-title="{% translate "Take ownership" %}"
+                 hx-get="{% url 'account_take_ownership' pk=account.id %}">
+                <i class="fa-solid fa-crown fa-fw"></i></a>
+                {% endif %}
+                {% if user == account.owner %}
+                <a class="btn btn-secondary btn-sm text-primary"
+                 role="button"
+                 hx-target="#generic-offcanvas"
+                 hx-swap="innerHTML"
+                 data-bs-toggle="tooltip"
+                 data-bs-title="{% translate "Share" %}"
+                 hx-get="{% url 'account_share_settings' pk=account.id %}">
+                <i class="fa-solid fa-share fa-fw"></i></a>
+                {% endif %}
               </div>
             </td>
             <td class="col">{{ account.name }}</td>

app/templates/accounts/fragments/share.html

@@ -0,0 +1,11 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Share settings' %}{% endblock %}
+
+{% block body %}
+<form hx-post="{% url "account_share_settings" pk=object.id %}" hx-target="#generic-offcanvas" novalidate>
+    {% crispy form %}
+</form>
+{% endblock %}

app/templates/categories/fragments/share.html

@@ -0,0 +1,11 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Share settings' %}{% endblock %}
+
+{% block body %}
+<form hx-post="{% url "category_share_settings" pk=object.id %}" hx-target="#generic-offcanvas" novalidate>
+    {% crispy form %}
+</form>
+{% endblock %}

app/templates/categories/fragments/table.html

@@ -42,6 +42,24 @@
                  data-text="{% translate "You won't be able to revert this!" %}"
                  data-confirm-text="{% translate "Yes, delete it!" %}"
                  _="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
+              {% if not category.owner %}
+              <a class="btn btn-secondary btn-sm text-primary"
+                 role="button"
+                 data-bs-toggle="tooltip"
+                 data-bs-title="{% translate "Take ownership" %}"
+                 hx-get="{% url 'category_take_ownership' category_id=category.id %}">
+                <i class="fa-solid fa-crown fa-fw"></i></a>
+              {% endif %}
+              {% if user == category.owner %}
+                <a class="btn btn-secondary btn-sm text-primary"
+                 role="button"
+                 hx-target="#generic-offcanvas"
+                 hx-swap="innerHTML"
+                 data-bs-toggle="tooltip"
+                 data-bs-title="{% translate "Share" %}"
+                 hx-get="{% url 'category_share_settings' pk=category.id %}">
+                <i class="fa-solid fa-share fa-fw"></i></a>
+              {% endif %}
             </div>
           </td>
           <td class="col">{{ category.name }}</td>

app/templates/cotton/amount/display.html

@@ -1,8 +1,12 @@
 {% load currency_display %}
 
+{% if not divless %}
 <div class="{% if text_end %}text-end{% elif text_start %}text-start{% endif %}">
-  <span class="amount{% if color == 'grey' or color == "gray" %} tw-text-gray-500{% elif color == 'green' %} tw-text-green-400{% elif color == 'red' %} tw-text-red-400{% endif %}"
+{% endif %}
+  <span class="amount{% if color == 'grey' or color == "gray" %} tw-text-gray-500{% elif color == 'green' %} tw-text-green-400{% elif color == 'red' %} tw-text-red-400{% endif %} {{ custom_class }}"
        data-original-value="{% currency_display amount=amount prefix=prefix suffix=suffix decimal_places=decimal_places %}"
        data-amount="{{ amount|floatformat:"-40u" }}">
   </span><span>{{ slot }}</span>
+{% if not divless %}
 </div>
+{% endif %}

app/templates/cotton/transaction/item.html

@@ -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/dca/fragments/strategy/list.html

@@ -17,40 +17,59 @@
   <div class="row row-cols-1 row-cols-md-2 row-cols-lg-3 row-cols-xl-4 gy-3 gx-3">
     {% for strategy in strategies %}
       <div class="col">
-          <div class="card h-100">
-            <div class="card-header">
-              <span class="badge rounded-pill text-bg-secondary">{{ strategy.payment_currency.name }}</span> x <span class="badge rounded-pill text-bg-secondary">{{ strategy.target_currency.name }}</span>
-            </div>
-            <a href="{% url 'dca_strategy_detail_index' strategy_id=strategy.id %}" hx-boost="true" class="text-decoration-none card-body">
-              <div class="">
-                <div class="card-title tw-text-xl">{{ strategy.name }}</div>
-                <div class="card-text tw-text-gray-400">{{ strategy.notes }}</div>
-              </div>
-            </a>
-            <div class="card-footer text-end">
-              <a class="text-decoration-none tw-text-gray-400 p-1"
-                  role="button"
-                  data-bs-toggle="tooltip"
-                  data-bs-title="{% translate "Edit" %}"
-                  hx-get="{% url 'dca_strategy_edit' strategy_id=strategy.id %}"
-                  hx-target="#generic-offcanvas">
-                <i class="fa-solid fa-pencil fa-fw"></i>
-              </a>
-              <a class="text-danger text-decoration-none p-1"
-                  role="button"
-                  data-bs-toggle="tooltip"
-                  data-bs-title="{% translate "Delete" %}"
-                  hx-delete="{% url 'dca_strategy_delete' strategy_id=strategy.id %}"
-                  hx-trigger='confirmed'
-                  data-bypass-on-ctrl="true"
-                  data-title="{% translate "Are you sure?" %}"
-                  data-text="{% translate "You won't be able to revert this!" %}"
-                  data-confirm-text="{% translate "Yes, delete it!" %}"
-                  _="install prompt_swal">
-                <i class="fa-solid fa-trash fa-fw"></i>
-              </a>
-            </div>
+        <div class="card h-100">
+          <div class="card-header">
+            <span class="badge rounded-pill text-bg-secondary">{{ strategy.payment_currency.name }}</span> x <span
+              class="badge rounded-pill text-bg-secondary">{{ strategy.target_currency.name }}</span>
           </div>
+          <a href="{% url 'dca_strategy_detail_index' strategy_id=strategy.id %}" hx-boost="true"
+             class="text-decoration-none card-body">
+            <div class="">
+              <div class="card-title tw-text-xl">{{ strategy.name }}</div>
+              <div class="card-text tw-text-gray-400">{{ strategy.notes }}</div>
+            </div>
+          </a>
+          <div class="card-footer text-end">
+            <a class="text-decoration-none tw-text-gray-400 p-1"
+               role="button"
+               data-bs-toggle="tooltip"
+               data-bs-title="{% translate "Edit" %}"
+               hx-get="{% url 'dca_strategy_edit' strategy_id=strategy.id %}"
+               hx-target="#generic-offcanvas">
+              <i class="fa-solid fa-pencil fa-fw"></i>
+            </a>
+            <a class="text-danger text-decoration-none p-1"
+               role="button"
+               data-bs-toggle="tooltip"
+               data-bs-title="{% translate "Delete" %}"
+               hx-delete="{% url 'dca_strategy_delete' strategy_id=strategy.id %}"
+               hx-trigger='confirmed'
+               data-bypass-on-ctrl="true"
+               data-title="{% translate "Are you sure?" %}"
+               data-text="{% translate "You won't be able to revert this!" %}"
+               data-confirm-text="{% translate "Yes, delete it!" %}"
+               _="install prompt_swal">
+              <i class="fa-solid fa-trash fa-fw"></i>
+            </a>
+            {% if not strategy.owner %}
+              <a class="text-primary text-decoration-none p-1"
+                 role="button"
+                 data-bs-toggle="tooltip"
+                 data-bs-title="{% translate "Take ownership" %}"
+                 hx-get="{% url 'dca_strategy_take_ownership' strategy_id=strategy.id %}">
+                <i class="fa-solid fa-crown fa-fw"></i></a>
+            {% endif %}
+            {% if user == strategy.owner %}
+              <a class="text-primary text-decoration-none p-1"
+                 role="button"
+                 hx-target="#generic-offcanvas"
+                 data-bs-toggle="tooltip"
+                 data-bs-title="{% translate "Share" %}"
+                 hx-get="{% url 'dca_strategy_share_settings' pk=strategy.id %}">
+                <i class="fa-solid fa-share fa-fw"></i></a>
+            {% endif %}
+          </div>
+        </div>
       </div>
     {% endfor %}
   </div>

app/templates/dca/fragments/strategy/share.html

@@ -0,0 +1,11 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Share settings' %}{% endblock %}
+
+{% block body %}
+<form hx-post="{% url "dca_strategy_share_settings" pk=object.id %}" hx-target="#generic-offcanvas" novalidate>
+    {% crispy form %}
+</form>
+{% endblock %}

app/templates/entities/fragments/share.html

@@ -0,0 +1,11 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Share settings' %}{% endblock %}
+
+{% block body %}
+<form hx-post="{% url "entity_share_settings" pk=object.id %}" hx-target="#generic-offcanvas" novalidate>
+    {% crispy form %}
+</form>
+{% endblock %}

app/templates/entities/fragments/table.html

@@ -6,50 +6,68 @@
   <div class="show-loading" hx-get="{% url 'entities_table_archived' %}" hx-trigger="updated from:window"
        hx-swap="outerHTML">
 {% endif %}
-    {% if entities %}
-    <div class="table-responsive">
-      <c-config.search></c-config.search>
-      <table class="table table-hover">
-        <thead>
-        <tr>
-          <th scope="col" class="col-auto"></th>
-          <th scope="col" class="col">{% translate 'Name' %}</th>
+{% if entities %}
+  <div class="table-responsive">
+    <c-config.search></c-config.search>
+    <table class="table table-hover">
+      <thead>
+      <tr>
+        <th scope="col" class="col-auto"></th>
+        <th scope="col" class="col">{% translate 'Name' %}</th>
+      </tr>
+      </thead>
+      <tbody>
+      {% for entity in entities %}
+        <tr class="entity">
+          <td class="col-auto">
+            <div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
+              <a class="btn btn-secondary btn-sm"
+                 role="button"
+                 hx-swap="innerHTML"
+                 data-bs-toggle="tooltip"
+                 data-bs-title="{% translate "Edit" %}"
+                 hx-get="{% url 'entity_edit' entity_id=entity.id %}"
+                 hx-target="#generic-offcanvas">
+                <i class="fa-solid fa-pencil fa-fw"></i></a>
+              <a class="btn btn-secondary btn-sm text-danger"
+                 role="button"
+                 hx-swap="innerHTML"
+                 data-bs-toggle="tooltip"
+                 data-bs-title="{% translate "Delete" %}"
+                 hx-delete="{% url 'entity_delete' entity_id=entity.id %}"
+                 hx-trigger='confirmed'
+                 data-bypass-on-ctrl="true"
+                 data-title="{% translate "Are you sure?" %}"
+                 data-text="{% translate "You won't be able to revert this!" %}"
+                 data-confirm-text="{% translate "Yes, delete it!" %}"
+                 _="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
+              {% if not entity.owner %}
+                <a class="btn btn-secondary btn-sm text-warning"
+                   role="button"
+                   data-bs-toggle="tooltip"
+                   data-bs-title="{% translate "Take ownership" %}"
+                   hx-get="{% url 'entity_take_ownership' entity_id=entity.id %}">
+                  <i class="fa-solid fa-crown fa-fw"></i></a>
+              {% endif %}
+              {% if user == entity.owner %}
+                <a class="btn btn-secondary btn-sm text-primary"
+                   role="button"
+                   hx-target="#generic-offcanvas"
+                   hx-swap="innerHTML"
+                   data-bs-toggle="tooltip"
+                   data-bs-title="{% translate "Share" %}"
+                   hx-get="{% url 'entity_share_settings' pk=entity.id %}">
+                  <i class="fa-solid fa-share fa-fw"></i></a>
+              {% endif %}
+            </div>
+          </td>
+          <td class="col">{{ entity.name }}</td>
         </tr>
-        </thead>
-        <tbody>
-        {% for entity in entities %}
-          <tr class="entity">
-            <td class="col-auto">
-              <div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
-                <a class="btn btn-secondary btn-sm"
-                   role="button"
-                   hx-swap="innerHTML"
-                   data-bs-toggle="tooltip"
-                   data-bs-title="{% translate "Edit" %}"
-                   hx-get="{% url 'entity_edit' entity_id=entity.id %}"
-                   hx-target="#generic-offcanvas">
-                  <i class="fa-solid fa-pencil fa-fw"></i></a>
-                <a class="btn btn-secondary btn-sm text-danger"
-                   role="button"
-                   hx-swap="innerHTML"
-                   data-bs-toggle="tooltip"
-                   data-bs-title="{% translate "Delete" %}"
-                   hx-delete="{% url 'entity_delete' entity_id=entity.id %}"
-                   hx-trigger='confirmed'
-                   data-bypass-on-ctrl="true"
-                   data-title="{% translate "Are you sure?" %}"
-                   data-text="{% translate "You won't be able to revert this!" %}"
-                   data-confirm-text="{% translate "Yes, delete it!" %}"
-                   _="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
-              </div>
-            </td>
-            <td class="col">{{ entity.name }}</td>
-          </tr>
-        {% endfor %}
-        </tbody>
-      </table>
-    </div>
-    {% else %}
-      <c-msg.empty title="{% translate "No entities" %}" remove-padding></c-msg.empty>
-    {% endif %}
+      {% endfor %}
+      </tbody>
+    </table>
+  </div>
+{% else %}
+  <c-msg.empty title="{% translate "No entities" %}" remove-padding></c-msg.empty>
+{% endif %}
 </div>