locale(Portuguese (Brazil)): update translation

Currently translated at 100.0% (608 of 608 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

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

app/WYGIWYH/urls.py

@@ -49,4 +49,6 @@ urlpatterns = [
     path("", include("apps.dca.urls")),
     path("", include("apps.mini_tools.urls")),
     path("", include("apps.import_app.urls")),
+    path("", include("apps.export_app.urls")),
+    path("", include("apps.insights.urls")),
 ]

app/apps/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/models.py

@@ -1,24 +1,31 @@
+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"),)
 
     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 +62,13 @@ 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"),)
 
     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
@@ -48,9 +50,9 @@ class TransactionEntitySerializer(serializers.ModelSerializer):
 
 
 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 +90,9 @@ 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 +129,9 @@ 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()
 
@@ -192,5 +194,5 @@ 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 +8,18 @@ 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().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()
+    queryset = TransactionTag.objects.all().order_by("id")
     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()
+    queryset = TransactionEntity.objects.all().order_by("id")
     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()
+    queryset = InstallmentPlan.objects.all().order_by("id")
     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()
+    queryset = RecurringTransaction.objects.all().order_by("id")
     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):
@@ -12,15 +13,14 @@ class DynamicModelChoiceField(forms.ModelChoiceField):
         self.to_field_name = kwargs.pop("to_field_name", "pk")
 
         self.create_field = kwargs.pop("create_field", None)
-        if not self.create_field:
-            raise ValueError("The 'create_field' parameter is required.")
 
         self.queryset = kwargs.pop("queryset", model.objects.all())
-        super().__init__(queryset=self.queryset, *args, **kwargs)
-        self._created_instance = None
 
         self.widget = TomSelect(clear_button=True, create=True)
 
+        super().__init__(queryset=self.queryset, *args, **kwargs)
+        self._created_instance = None
+
     def to_python(self, value):
         if value in self.empty_values:
             return None
@@ -53,17 +53,27 @@ class DynamicModelChoiceField(forms.ModelChoiceField):
                 else:
                     raise self.model.DoesNotExist
             except self.model.DoesNotExist:
-                try:
-                    with transaction.atomic():
-                        instance, _ = self.model.objects.update_or_create(
-                            **{self.create_field: value}
-                        )
-                        self._created_instance = instance
-                        return instance
-                except Exception as e:
+                if self.create_field:
+                    try:
+                        with transaction.atomic():
+                            # 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(_("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):
@@ -86,8 +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.
@@ -119,33 +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})
         )
@@ -153,13 +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/common/widgets/datepicker.py

@@ -19,6 +19,8 @@ class AirDatePickerInput(widgets.DateInput):
         format=None,
         clear_button=True,
         auto_close=True,
+        read_only=True,
+        toggle_selected=None,
         *args,
         **kwargs,
     ):
@@ -26,6 +28,10 @@ class AirDatePickerInput(widgets.DateInput):
         super().__init__(attrs=attrs, format=format, *args, **kwargs)
         self.clear_button = clear_button
         self.auto_close = auto_close
+        self.read_only = read_only
+        self.toggle_selected = (
+            toggle_selected if isinstance(toggle_selected, bool) else self.clear_button
+        )
 
     @staticmethod
     def _get_current_language():
@@ -47,9 +53,13 @@ class AirDatePickerInput(widgets.DateInput):
         attrs["data-now-button-txt"] = _("Today")
         attrs["data-auto-close"] = str(self.auto_close).lower()
         attrs["data-clear-button"] = str(self.clear_button).lower()
+        attrs["data-toggle-selected"] = str(self.toggle_selected).lower()
         attrs["data-language"] = self._get_current_language()
         attrs["data-date-format"] = django_to_airdatepicker_datetime(self._get_format())
 
+        if self.read_only:
+            attrs["readonly"] = True
+
         return attrs
 
     def format_value(self, value):
@@ -89,6 +99,8 @@ class AirDateTimePickerInput(widgets.DateTimeInput):
         timepicker=True,
         clear_button=True,
         auto_close=True,
+        read_only=True,
+        toggle_selected=None,
         *args,
         **kwargs,
     ):
@@ -97,6 +109,10 @@ class AirDateTimePickerInput(widgets.DateTimeInput):
         self.timepicker = timepicker
         self.clear_button = clear_button
         self.auto_close = auto_close
+        self.read_only = read_only
+        self.toggle_selected = (
+            toggle_selected if isinstance(toggle_selected, bool) else self.clear_button
+        )
 
     @staticmethod
     def _get_current_language():
@@ -123,11 +139,15 @@ class AirDateTimePickerInput(widgets.DateTimeInput):
         attrs["data-now-button-txt"] = _("Now")
         attrs["data-timepicker"] = str(self.timepicker).lower()
         attrs["data-auto-close"] = str(self.auto_close).lower()
+        attrs["data-toggle-selected"] = str(self.toggle_selected).lower()
         attrs["data-clear-button"] = str(self.clear_button).lower()
         attrs["data-language"] = self._get_current_language()
         attrs["data-date-format"] = date_format
         attrs["data-time-format"] = time_format
 
+        if self.read_only:
+            attrs["readonly"] = True
+
         return attrs
 
     def format_value(self, value):
@@ -227,3 +247,56 @@ class AirMonthYearPickerInput(AirDatePickerInput):
             except (ValueError, KeyError):
                 return None
         return None
+
+
+class AirYearPickerInput(AirDatePickerInput):
+    def __init__(self, attrs=None, format=None, *args, **kwargs):
+        super().__init__(attrs=attrs, format=format, *args, **kwargs)
+        # Store the display format for AirDatepicker
+        self.display_format = "yyyy"
+        # Store the Python format for internal use
+        self.python_format = "%Y"
+
+    def build_attrs(self, base_attrs, extra_attrs=None):
+        attrs = super().build_attrs(base_attrs, extra_attrs)
+
+        # Add data attributes for AirDatepicker configuration
+        attrs["data-now-button-txt"] = _("Today")
+        attrs["data-date-format"] = "yyyy"
+
+        return attrs
+
+    def format_value(self, value):
+        """Format the value for display in the widget."""
+        if value:
+            self.attrs["data-value"] = (
+                value  # We use this to dynamically select the initial date on AirDatePicker
+            )
+
+        if value is None:
+            return ""
+        if isinstance(value, str):
+            try:
+                value = datetime.datetime.strptime(value, "%Y-%m-%d").date()
+            except ValueError:
+                return value
+        if isinstance(value, (datetime.datetime, datetime.date)):
+            # Use Django's date translation
+            return f"{value.year}"
+        return value
+
+    def value_from_datadict(self, data, files, name):
+        """Convert the value from the widget format back to a format Django can handle."""
+        value = super().value_from_datadict(data, files, name)
+        if value:
+            try:
+                # Split the value into month name and year
+                year_str = value
+                year = int(year_str)
+
+                if year:
+                    # Return the first day of the month in Django's expected format
+                    return datetime.date(year, 1, 1).strftime("%Y-%m-%d")
+            except (ValueError, KeyError):
+                return None
+        return None

app/apps/common/widgets/tom_select.py

@@ -1,4 +1,5 @@
 from django.forms import widgets, SelectMultiple
+from django.urls import reverse
 from django.utils.translation import gettext_lazy as _
 
 
@@ -129,3 +130,28 @@ class TomSelect(widgets.Select):
 
 class TomSelectMultiple(SelectMultiple, TomSelect):
     pass
+
+
+class TransactionSelect(TomSelect):
+    def __init__(self, income: bool = True, expense: bool = True, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.load_income = income
+        self.load_expense = expense
+        self.create = False
+
+    def build_attrs(self, base_attrs, extra_attrs=None):
+        attrs = super().build_attrs(base_attrs, extra_attrs)
+
+        if self.load_income and self.load_expense:
+            attrs["data-load"] = reverse("transactions_search")
+        elif self.load_income and not self.load_expense:
+            attrs["data-load"] = reverse(
+                "transactions_search", kwargs={"filter_type": "income"}
+            )
+        elif self.load_expense and not self.load_income:
+            attrs["data-load"] = reverse(
+                "transactions_search", kwargs={"filter_type": "expenses"}
+            )
+
+        return attrs

app/apps/currencies/exchange_rates/fetcher.py

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

app/apps/currencies/exchange_rates/providers.py

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

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

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

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

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

app/apps/currencies/models.py

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

app/apps/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

@@ -1,14 +1,22 @@
-from crispy_forms.bootstrap import FormActions
+from crispy_bootstrap5.bootstrap5 import Switch, BS5Accordion
+from crispy_forms.bootstrap import FormActions, AccordionGroup
 from crispy_forms.helper import FormHelper
-from crispy_forms.layout import Layout, Row, Column
+from crispy_forms.layout import Layout, Row, Column, HTML
 from django import forms
 from django.utils.translation import gettext_lazy as _
 
+from apps.accounts.models import Account
 from apps.common.widgets.crispy.submit import NoClassSubmit
 from apps.common.widgets.datepicker import AirDatePickerInput
 from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
 from apps.common.widgets.tom_select import TomSelect
 from apps.dca.models import DCAStrategy, DCAEntry
+from apps.common.widgets.tom_select import TransactionSelect
+from apps.transactions.models import Transaction, TransactionTag, TransactionCategory
+from apps.common.fields.forms.dynamic_select import (
+    DynamicModelChoiceField,
+    DynamicModelMultipleChoiceField,
+)
 
 
 class DCAStrategyForm(forms.ModelForm):
@@ -53,6 +61,75 @@ class DCAStrategyForm(forms.ModelForm):
 
 
 class DCAEntryForm(forms.ModelForm):
+    create_transaction = forms.BooleanField(
+        label=_("Create transaction"), initial=False, required=False
+    )
+
+    from_account = forms.ModelChoiceField(
+        queryset=Account.objects.filter(is_archived=False),
+        label=_("From Account"),
+        widget=TomSelect(clear_button=False, group_by="group"),
+        required=False,
+    )
+    to_account = forms.ModelChoiceField(
+        queryset=Account.objects.filter(is_archived=False),
+        label=_("To Account"),
+        widget=TomSelect(clear_button=False, group_by="group"),
+        required=False,
+    )
+
+    from_category = DynamicModelChoiceField(
+        create_field="name",
+        model=TransactionCategory,
+        required=False,
+        label=_("Category"),
+        queryset=TransactionCategory.objects.filter(active=True),
+    )
+    to_category = DynamicModelChoiceField(
+        create_field="name",
+        model=TransactionCategory,
+        required=False,
+        label=_("Category"),
+        queryset=TransactionCategory.objects.filter(active=True),
+    )
+
+    from_tags = DynamicModelMultipleChoiceField(
+        model=TransactionTag,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Tags"),
+        queryset=TransactionTag.objects.filter(active=True),
+    )
+    to_tags = DynamicModelMultipleChoiceField(
+        model=TransactionTag,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Tags"),
+        queryset=TransactionTag.objects.filter(active=True),
+    )
+
+    expense_transaction = DynamicModelChoiceField(
+        model=Transaction,
+        to_field_name="id",
+        label=_("Expense Transaction"),
+        required=False,
+        queryset=Transaction.objects.none(),
+        widget=TransactionSelect(clear_button=True, income=False, expense=True),
+        help_text=_("Type to search for a transaction to link to this entry"),
+    )
+
+    income_transaction = DynamicModelChoiceField(
+        model=Transaction,
+        to_field_name="id",
+        label=_("Income Transaction"),
+        required=False,
+        queryset=Transaction.objects.none(),
+        widget=TransactionSelect(clear_button=True, income=True, expense=False),
+        help_text=_("Type to search for a transaction to link to this entry"),
+    )
+
     class Meta:
         model = DCAEntry
         fields = [
@@ -60,13 +137,19 @@ class DCAEntryForm(forms.ModelForm):
             "amount_paid",
             "amount_received",
             "notes",
+            "expense_transaction",
+            "income_transaction",
         ]
         widgets = {
             "notes": forms.Textarea(attrs={"rows": 3}),
         }
 
     def __init__(self, *args, **kwargs):
+        strategy = kwargs.pop("strategy", None)
         super().__init__(*args, **kwargs)
+
+        self.strategy = strategy if strategy else self.instance.strategy
+
         self.helper = FormHelper()
         self.helper.form_tag = False
         self.helper.layout = Layout(
@@ -75,18 +158,66 @@ class DCAEntryForm(forms.ModelForm):
                 Column("amount_paid", css_class="form-group col-md-6"),
                 Column("amount_received", css_class="form-group col-md-6"),
             ),
-            Row(
-                Column("expense_transaction", css_class="form-group col-md-6"),
-                Column("income_transaction", css_class="form-group col-md-6"),
-            ),
             "notes",
+            BS5Accordion(
+                AccordionGroup(
+                    _("Create transaction"),
+                    Switch("create_transaction"),
+                    Row(
+                        Column(
+                            Row(
+                                Column(
+                                    "from_account",
+                                    css_class="form-group",
+                                ),
+                                css_class="form-row",
+                            ),
+                            Row(
+                                Column(
+                                    "from_category",
+                                    css_class="form-group col-md-6 mb-0",
+                                ),
+                                Column(
+                                    "from_tags", css_class="form-group col-md-6 mb-0"
+                                ),
+                                css_class="form-row",
+                            ),
+                        ),
+                        css_class="p-1 mx-1 my-3 border rounded-3",
+                    ),
+                    Row(
+                        Column(
+                            Row(
+                                Column(
+                                    "to_account",
+                                    css_class="form-group",
+                                ),
+                                css_class="form-row",
+                            ),
+                            Row(
+                                Column(
+                                    "to_category", css_class="form-group col-md-6 mb-0"
+                                ),
+                                Column("to_tags", css_class="form-group col-md-6 mb-0"),
+                                css_class="form-row",
+                            ),
+                        ),
+                        css_class="p-1 mx-1 my-3 border rounded-3",
+                    ),
+                    active=False,
+                ),
+                AccordionGroup(
+                    _("Link transaction"),
+                    "income_transaction",
+                    "expense_transaction",
+                ),
+                flush=False,
+                always_open=False,
+                css_class="mb-3",
+            ),
         )
 
         if self.instance and self.instance.pk:
-            # decimal_places = self.instance.account.currency.decimal_places
-            # self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput(
-            #     decimal_places=decimal_places
-            # )
             self.helper.layout.append(
                 FormActions(
                     NoClassSubmit(
@@ -95,7 +226,6 @@ class DCAEntryForm(forms.ModelForm):
                 ),
             )
         else:
-            # self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
             self.helper.layout.append(
                 FormActions(
                     NoClassSubmit(
@@ -107,3 +237,136 @@ class DCAEntryForm(forms.ModelForm):
         self.fields["amount_paid"].widget = ArbitraryDecimalDisplayNumberInput()
         self.fields["amount_received"].widget = ArbitraryDecimalDisplayNumberInput()
         self.fields["date"].widget = AirDatePickerInput(clear_button=False)
+
+        expense_transaction = None
+        income_transaction = None
+        if self.instance and self.instance.pk:
+            # Edit mode - get from instance
+            expense_transaction = self.instance.expense_transaction
+            income_transaction = self.instance.income_transaction
+        elif self.data.get("expense_transaction"):
+            # Form validation - get from submitted data
+            try:
+                expense_transaction = Transaction.objects.get(
+                    id=self.data["expense_transaction"]
+                )
+                income_transaction = Transaction.objects.get(
+                    id=self.data["income_transaction"]
+                )
+            except Transaction.DoesNotExist:
+                pass
+
+            # If we have a current transaction, ensure it's in the queryset
+        if income_transaction:
+            self.fields["income_transaction"].queryset = Transaction.objects.filter(
+                id=income_transaction.id
+            )
+        if expense_transaction:
+            self.fields["expense_transaction"].queryset = Transaction.objects.filter(
+                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()
+
+        if cleaned_data.get("create_transaction"):
+            from_account = cleaned_data.get("from_account")
+            to_account = cleaned_data.get("to_account")
+
+            if not from_account and not to_account:
+                raise forms.ValidationError(
+                    {
+                        "from_account": _("You must provide an account."),
+                        "to_account": _("You must provide an account."),
+                    }
+                )
+            elif not from_account and to_account:
+                raise forms.ValidationError(
+                    {"from_account": _("You must provide an account.")}
+                )
+            elif not to_account and from_account:
+                raise forms.ValidationError(
+                    {"to_account": _("You must provide an account.")}
+                )
+
+            if from_account == to_account:
+                raise forms.ValidationError(
+                    _("From and To accounts must be different.")
+                )
+
+        return cleaned_data
+
+    def save(self, **kwargs):
+        instance = super().save(commit=False)
+
+        if self.cleaned_data.get("create_transaction"):
+            from_account = self.cleaned_data["from_account"]
+            to_account = self.cleaned_data["to_account"]
+            from_amount = instance.amount_paid
+            to_amount = instance.amount_received
+            date = instance.date
+            description = _("DCA for %(strategy_name)s") % {
+                "strategy_name": self.strategy.name
+            }
+            from_category = self.cleaned_data.get("from_category")
+            to_category = self.cleaned_data.get("to_category")
+            notes = self.cleaned_data.get("notes")
+
+            # Create "From" transaction
+            from_transaction = Transaction.objects.create(
+                account=from_account,
+                type=Transaction.Type.EXPENSE,
+                is_paid=True,
+                date=date,
+                amount=from_amount,
+                description=description,
+                category=from_category,
+                notes=notes,
+            )
+            from_transaction.tags.set(self.cleaned_data.get("from_tags", []))
+
+            # Create "To" transaction
+            to_transaction = Transaction.objects.create(
+                account=to_account,
+                type=Transaction.Type.INCOME,
+                is_paid=True,
+                date=date,
+                amount=to_amount,
+                description=description,
+                category=to_category,
+                notes=notes,
+            )
+            to_transaction.tags.set(self.cleaned_data.get("to_tags", []))
+
+            instance.expense_transaction = from_transaction
+            instance.income_transaction = to_transaction
+        else:
+            if instance.expense_transaction:
+                instance.expense_transaction.amount = instance.amount_paid
+                instance.expense_transaction.save()
+            if instance.income_transaction:
+                instance.income_transaction.amount = instance.amount_received
+                instance.income_transaction.save()
+
+        instance.strategy = self.strategy
+        instance.save()
+
+        return instance

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)
@@ -155,11 +232,9 @@ def strategy_detail(request, strategy_id):
 def strategy_entry_add(request, strategy_id):
     strategy = get_object_or_404(DCAStrategy, id=strategy_id)
     if request.method == "POST":
-        form = DCAEntryForm(request.POST)
+        form = DCAEntryForm(request.POST, strategy=strategy)
         if form.is_valid():
-            entry = form.save(commit=False)
-            entry.strategy = strategy
-            entry.save()
+            entry = form.save()
             messages.success(request, _("Entry added successfully"))
 
             return HttpResponse(
@@ -169,7 +244,7 @@ def strategy_entry_add(request, strategy_id):
                 },
             )
     else:
-        form = DCAEntryForm()
+        form = DCAEntryForm(strategy=strategy)
 
     return render(
         request,

app/apps/export_app/admin.py

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

app/apps/export_app/apps.py

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

app/apps/export_app/forms.py

@@ -0,0 +1,198 @@
+from crispy_forms.bootstrap import FormActions
+from crispy_forms.helper import FormHelper
+from crispy_forms.layout import Layout, HTML
+from django import forms
+from django.utils.translation import gettext_lazy as _
+
+from apps.common.widgets.crispy.submit import NoClassSubmit
+
+
+class ExportForm(forms.Form):
+    users = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Users"),
+        initial=True,
+    )
+    accounts = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Accounts"),
+        initial=True,
+    )
+    currencies = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Currencies"),
+        initial=True,
+    )
+    transactions = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Transactions"),
+        initial=True,
+    )
+    categories = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Categories"),
+        initial=True,
+    )
+    tags = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Tags"),
+        initial=False,
+    )
+    entities = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Entities"),
+        initial=False,
+    )
+    recurring_transactions = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Recurring Transactions"),
+        initial=True,
+    )
+    installment_plans = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Installment Plans"),
+        initial=True,
+    )
+    exchange_rates = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Exchange Rates"),
+        initial=False,
+    )
+    exchange_rates_services = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Automatic Exchange Rates"),
+        initial=False,
+    )
+    rules = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Rules"),
+        initial=True,
+    )
+    dca = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("DCA"),
+        initial=False,
+    )
+    import_profiles = forms.BooleanField(
+        required=False,
+        widget=forms.CheckboxInput(),
+        label=_("Import Profiles"),
+        initial=True,
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+        self.helper.layout = Layout(
+            "users",
+            "accounts",
+            "currencies",
+            "transactions",
+            "categories",
+            "entities",
+            "tags",
+            "installment_plans",
+            "recurring_transactions",
+            "exchange_rates_services",
+            "exchange_rates",
+            "rules",
+            "dca",
+            "import_profiles",
+            FormActions(
+                NoClassSubmit(
+                    "submit", _("Export"), css_class="btn btn-outline-primary w-100"
+                ),
+            ),
+        )
+
+
+class RestoreForm(forms.Form):
+    zip_file = forms.FileField(
+        required=False,
+        help_text=_("Import a ZIP file exported from WYGIWYH"),
+        label=_("ZIP File"),
+    )
+    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"))
+    transactions_tags = forms.FileField(required=False, label=_("Tags"))
+    transactions_entities = forms.FileField(required=False, label=_("Entities"))
+    transactions = forms.FileField(required=False, label=_("Transactions"))
+    installment_plans = forms.FileField(required=False, label=_("Installment Plans"))
+    recurring_transactions = forms.FileField(
+        required=False, label=_("Recurring Transactions")
+    )
+    automatic_exchange_rates = forms.FileField(
+        required=False, label=_("Automatic Exchange Rates")
+    )
+    exchange_rates = forms.FileField(required=False, label=_("Exchange Rates"))
+    transaction_rules = forms.FileField(required=False, label=_("Transaction rules"))
+    transaction_rules_actions = forms.FileField(
+        required=False, label=_("Edit transaction action")
+    )
+    transaction_rules_update_or_create = forms.FileField(
+        required=False, label=_("Update or create transaction actions")
+    )
+    dca_strategies = forms.FileField(required=False, label=_("DCA Strategies"))
+    dca_entries = forms.FileField(required=False, label=_("DCA Entries"))
+    import_profiles = forms.FileField(required=False, label=_("Import Profiles"))
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+        self.helper.layout = Layout(
+            "zip_file",
+            HTML("<hr />"),
+            "users",
+            "accounts",
+            "currencies",
+            "transactions",
+            "transactions_categories",
+            "transactions_entities",
+            "transactions_tags",
+            "installment_plans",
+            "recurring_transactions",
+            "automatic_exchange_rates",
+            "exchange_rates",
+            "transaction_rules",
+            "transaction_rules_actions",
+            "transaction_rules_update_or_create",
+            "dca_strategies",
+            "dca_entries",
+            "import_profiles",
+            FormActions(
+                NoClassSubmit(
+                    "submit", _("Restore"), css_class="btn btn-outline-primary w-100"
+                ),
+            ),
+        )
+
+    def clean(self):
+        cleaned_data = super().clean()
+        if not cleaned_data.get("zip_file") and not any(
+            cleaned_data.get(field) for field in self.fields if field != "zip_file"
+        ):
+            raise forms.ValidationError(
+                _("Please upload either a ZIP file or at least one CSV file")
+            )
+        return cleaned_data

app/apps/export_app/models.py

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

app/apps/export_app/resources/accounts.py

@@ -0,0 +1,29 @@
+from import_export import fields, resources, widgets
+
+from apps.accounts.models import Account, AccountGroup
+from apps.export_app.widgets.foreign_key import AutoCreateForeignKeyWidget
+from apps.currencies.models import Currency
+
+
+class AccountResource(resources.ModelResource):
+    group = fields.Field(
+        attribute="group",
+        column_name="group",
+        widget=AutoCreateForeignKeyWidget(AccountGroup, "name"),
+    )
+    currency = fields.Field(
+        attribute="currency",
+        column_name="currency",
+        widget=widgets.ForeignKeyWidget(Currency, "name"),
+    )
+    exchange_currency = fields.Field(
+        attribute="exchange_currency",
+        column_name="exchange_currency",
+        widget=widgets.ForeignKeyWidget(Currency, "name"),
+    )
+
+    class Meta:
+        model = Account
+
+    def get_queryset(self):
+        return Account.all_objects.all()

app/apps/export_app/resources/currencies.py

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

app/apps/export_app/resources/dca.py

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

app/apps/export_app/resources/import_app.py

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

app/apps/export_app/resources/rules.py

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

app/apps/export_app/resources/transactions.py

@@ -0,0 +1,158 @@
+from import_export import fields, resources
+from import_export.widgets import ForeignKeyWidget
+
+from apps.accounts.models import Account
+from apps.export_app.widgets.foreign_key import AutoCreateForeignKeyWidget
+from apps.export_app.widgets.many_to_many import AutoCreateManyToManyWidget
+from apps.export_app.widgets.string import EmptyStringToNoneField
+from apps.transactions.models import (
+    Transaction,
+    TransactionCategory,
+    TransactionTag,
+    TransactionEntity,
+    RecurringTransaction,
+    InstallmentPlan,
+)
+from apps.export_app.widgets.numbers import UniversalDecimalWidget
+
+
+class TransactionResource(resources.ModelResource):
+    account = fields.Field(
+        attribute="account",
+        column_name="account",
+        widget=ForeignKeyWidget(Account, "name"),
+    )
+
+    category = fields.Field(
+        attribute="category",
+        column_name="category",
+        widget=AutoCreateForeignKeyWidget(TransactionCategory, "name"),
+    )
+
+    tags = fields.Field(
+        attribute="tags",
+        column_name="tags",
+        widget=AutoCreateManyToManyWidget(TransactionTag, field="name"),
+    )
+
+    entities = fields.Field(
+        attribute="entities",
+        column_name="entities",
+        widget=AutoCreateManyToManyWidget(TransactionEntity, field="name"),
+    )
+
+    internal_id = EmptyStringToNoneField(
+        column_name="internal_id", attribute="internal_id"
+    )
+
+    amount = fields.Field(
+        attribute="amount",
+        column_name="amount",
+        widget=UniversalDecimalWidget(),
+    )
+
+    class Meta:
+        model = Transaction
+
+    def get_queryset(self):
+        return Transaction.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(
+        attribute="account",
+        column_name="account",
+        widget=ForeignKeyWidget(Account, "name"),
+    )
+
+    category = fields.Field(
+        attribute="category",
+        column_name="category",
+        widget=AutoCreateForeignKeyWidget(TransactionCategory, "name"),
+    )
+
+    tags = fields.Field(
+        attribute="tags",
+        column_name="tags",
+        widget=AutoCreateManyToManyWidget(TransactionTag, field="name"),
+    )
+
+    entities = fields.Field(
+        attribute="entities",
+        column_name="entities",
+        widget=AutoCreateManyToManyWidget(TransactionEntity, field="name"),
+    )
+
+    amount = fields.Field(
+        attribute="amount",
+        column_name="amount",
+        widget=UniversalDecimalWidget(),
+    )
+
+    class Meta:
+        model = RecurringTransaction
+
+    def get_queryset(self):
+        return RecurringTransaction.all_objects.all()
+
+
+class InstallmentPlanResource(resources.ModelResource):
+    account = fields.Field(
+        attribute="account",
+        column_name="account",
+        widget=ForeignKeyWidget(Account, "name"),
+    )
+
+    category = fields.Field(
+        attribute="category",
+        column_name="category",
+        widget=AutoCreateForeignKeyWidget(TransactionCategory, "name"),
+    )
+
+    tags = fields.Field(
+        attribute="tags",
+        column_name="tags",
+        widget=AutoCreateManyToManyWidget(TransactionTag, field="name"),
+    )
+
+    entities = fields.Field(
+        attribute="entities",
+        column_name="entities",
+        widget=AutoCreateManyToManyWidget(TransactionEntity, field="name"),
+    )
+
+    installment_amount = fields.Field(
+        attribute="installment_amount",
+        column_name="installment_amount",
+        widget=UniversalDecimalWidget(),
+    )
+
+    class Meta:
+        model = InstallmentPlan
+
+    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/tests.py

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

app/apps/export_app/urls.py

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

app/apps/export_app/views.py

@@ -0,0 +1,292 @@
+import logging
+import zipfile
+from io import BytesIO
+
+from django.contrib import messages
+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
+from django.utils import timezone
+from django.utils.translation import gettext_lazy as _
+from django.views.decorators.http import require_http_methods
+from tablib import Dataset
+
+from apps.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.currencies import (
+    CurrencyResource,
+    ExchangeRateResource,
+    ExchangeRateServiceResource,
+)
+from apps.export_app.resources.dca import (
+    DCAStrategyResource,
+    DCAEntryResource,
+)
+from apps.export_app.resources.import_app import (
+    ImportProfileResource,
+)
+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")
+
+    if request.method == "POST":
+        form = ExportForm(request.POST)
+        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)
+            export_categories = form.cleaned_data.get("categories", False)
+            export_tags = form.cleaned_data.get("tags", False)
+            export_entities = form.cleaned_data.get("entities", False)
+            export_installment_plans = form.cleaned_data.get("installment_plans", False)
+            export_recurring_transactions = form.cleaned_data.get(
+                "recurring_transactions", False
+            )
+
+            export_exchange_rates_services = form.cleaned_data.get(
+                "exchange_rates_services", False
+            )
+            export_exchange_rates = form.cleaned_data.get("exchange_rates", False)
+            export_rules = form.cleaned_data.get("rules", False)
+            export_dca = form.cleaned_data.get("dca", False)
+            export_import_profiles = form.cleaned_data.get("import_profiles", False)
+
+            exports = []
+            if export_users:
+                exports.append((UserResource().export(), "users"))
+            if export_accounts:
+                exports.append((AccountResource().export(), "accounts"))
+            if export_currencies:
+                exports.append((CurrencyResource().export(), "currencies"))
+            if export_transactions:
+                exports.append((TransactionResource().export(), "transactions"))
+            if export_categories:
+                exports.append(
+                    (TransactionCategoyResource().export(), "transactions_categories")
+                )
+            if export_tags:
+                exports.append((TransactionTagResource().export(), "transactions_tags"))
+            if export_entities:
+                exports.append(
+                    (TransactionEntityResource().export(), "transactions_entities")
+                )
+            if export_installment_plans:
+                exports.append(
+                    (InstallmentPlanResource().export(), "installment_plans")
+                )
+            if export_recurring_transactions:
+                exports.append(
+                    (RecurringTransactionResource().export(), "recurring_transactions")
+                )
+            if export_exchange_rates_services:
+                exports.append(
+                    (ExchangeRateServiceResource().export(), "automatic_exchange_rates")
+                )
+            if export_exchange_rates:
+                exports.append((ExchangeRateResource().export(), "exchange_rates"))
+            if export_rules:
+                exports.append(
+                    (TransactionRuleResource().export(), "transaction_rules")
+                )
+                exports.append(
+                    (
+                        TransactionRuleActionResource().export(),
+                        "transaction_rules_actions",
+                    )
+                )
+                exports.append(
+                    (
+                        UpdateOrCreateTransactionRuleResource().export(),
+                        "transaction_rules_update_or_create",
+                    )
+                )
+            if export_dca:
+                exports.append((DCAStrategyResource().export(), "dca_strategies"))
+                exports.append(
+                    (
+                        DCAEntryResource().export(),
+                        "dca_entries",
+                    )
+                )
+            if export_import_profiles:
+                exports.append((ImportProfileResource().export(), "import_profiles"))
+
+            if len(exports) >= 2:
+                with zipfile.ZipFile(zip_buffer, "w", zipfile.ZIP_DEFLATED) as zip_file:
+                    for dataset, name in exports:
+                        zip_file.writestr(f"{name}.csv", dataset.csv)
+
+                response = HttpResponse(
+                    zip_buffer.getvalue(),
+                    content_type="application/zip",
+                    headers={
+                        "HX-Trigger": "hide_offcanvas, updated",
+                        "Content-Disposition": f'attachment; filename="{timestamp}_WYGIWYH_export.zip"',
+                    },
+                )
+                return response
+            elif len(exports) == 1:
+                dataset, name = exports[0]
+
+                response = HttpResponse(
+                    dataset.csv,
+                    content_type="text/csv",
+                    headers={
+                        "HX-Trigger": "hide_offcanvas, updated",
+                        "Content-Disposition": f'attachment; filename="{timestamp}_WYGIWYH_export_{name}.csv"',
+                    },
+                )
+                return response
+            else:
+                return HttpResponse(
+                    _("You have to select at least one export"),
+                )
+
+    else:
+        form = ExportForm()
+
+    return render(request, "export_app/fragments/export.html", context={"form": form})
+
+
+@only_htmx
+@login_required
+@user_passes_test(lambda u: u.is_superuser)
+@require_http_methods(["GET", "POST"])
+def import_form(request):
+    if request.method == "POST":
+        form = RestoreForm(request.POST, request.FILES)
+        if form.is_valid():
+            try:
+                process_imports(request, form.cleaned_data)
+                messages.success(request, _("Data restored successfully"))
+                return HttpResponse(
+                    status=204,
+                    headers={
+                        "HX-Trigger": "hide_offcanvas, updated",
+                    },
+                )
+            except Exception as e:
+                logger.error("Error importing", exc_info=e)
+                messages.error(
+                    request,
+                    _(
+                        "There was an error restoring your data. Check the logs for more details."
+                    ),
+                )
+    else:
+        form = RestoreForm()
+
+    response = render(request, "export_app/fragments/restore.html", {"form": form})
+    response["HX-Trigger"] = "updated"
+    return response
+
+
+def process_imports(request, cleaned_data):
+    # Define import order to handle dependencies
+    import_order = [
+        ("users", UserResource),
+        ("currencies", CurrencyResource),
+        (
+            "currencies",
+            CurrencyResource,
+        ),  # We do a double pass because exchange_currency may not exist when currency is initially created
+        ("accounts", AccountResource),
+        ("transactions_categories", TransactionCategoyResource),
+        ("transactions_tags", TransactionTagResource),
+        ("transactions_entities", TransactionEntityResource),
+        ("automatic_exchange_rates", ExchangeRateServiceResource),
+        ("exchange_rates", ExchangeRateResource),
+        ("installment_plans", InstallmentPlanResource),
+        ("recurring_transactions", RecurringTransactionResource),
+        ("transactions", TransactionResource),
+        ("dca_strategies", DCAStrategyResource),
+        ("dca_entries", DCAEntryResource),
+        ("import_profiles", ImportProfileResource),
+        ("transaction_rules", TransactionRuleResource),
+        ("transaction_rules_actions", TransactionRuleActionResource),
+        ("transaction_rules_update_or_create", UpdateOrCreateTransactionRuleResource),
+    ]
+
+    def import_dataset(content, resource_class, field_name):
+        try:
+            # Create a new resource instance
+            resource = resource_class()
+
+            # Create dataset from CSV content
+            dataset = Dataset()
+            dataset.load(content, format="csv")
+
+            # Perform the import
+            result = resource.import_data(
+                dataset,
+                dry_run=False,
+                raise_errors=True,
+                collect_failed_rows=True,
+                use_transactions=False,
+                skip_unchanged=True,
+            )
+
+            if result.has_errors():
+                raise ImportError(f"Failed rows: {result.failed_dataset}")
+
+            return result
+
+        except Exception as e:
+            logger.error(f"Error importing {field_name}: {str(e)}")
+            raise ImportError(f"Error importing {field_name}: {str(e)}")
+
+    with transaction.atomic():
+        files = {}
+
+        if zip_file := cleaned_data.get("zip_file"):
+            # Process ZIP file
+            with zipfile.ZipFile(zip_file) as z:
+                for filename in z.namelist():
+                    name = filename.replace(".csv", "")
+                    with z.open(filename) as f:
+                        content = f.read().decode("utf-8")
+
+                        files[name] = content
+
+            for field_name, resource_class in import_order:
+                if field_name in files.keys():
+                    content = files[field_name]
+                    import_dataset(content, resource_class, field_name)
+        else:
+            # Process individual files
+            for field_name, resource_class in import_order:
+                if csv_file := cleaned_data.get(field_name):
+                    content = csv_file.read().decode("utf-8")
+                    import_dataset(content, resource_class, field_name)

app/apps/export_app/widgets/foreign_key.py

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

app/apps/export_app/widgets/many_to_many.py

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

app/apps/export_app/widgets/numbers.py

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

app/apps/export_app/widgets/string.py

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

app/apps/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/admin.py

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

app/apps/insights/apps.py

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

app/apps/insights/forms.py

@@ -0,0 +1,131 @@
+from crispy_forms.helper import FormHelper
+from crispy_forms.layout import Layout, Field, Row, Column
+from django import forms
+from django.utils.translation import gettext_lazy as _
+
+from apps.common.widgets.datepicker import (
+    AirMonthYearPickerInput,
+    AirYearPickerInput,
+    AirDatePickerInput,
+)
+from apps.transactions.models import TransactionCategory
+from apps.common.widgets.tom_select import TomSelect
+
+
+class SingleMonthForm(forms.Form):
+    month = forms.DateField(
+        widget=AirMonthYearPickerInput(clear_button=False), label="", required=True
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.disable_csrf = True
+
+        self.helper.layout = Layout(Field("month"))
+
+
+class SingleYearForm(forms.Form):
+    year = forms.DateField(
+        widget=AirYearPickerInput(clear_button=False), label="", required=True
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.disable_csrf = True
+
+        self.helper.layout = Layout(Field("year"))
+
+
+class MonthRangeForm(forms.Form):
+    month_from = forms.DateField(
+        widget=AirMonthYearPickerInput(clear_button=False), label="", required=True
+    )
+    month_to = forms.DateField(
+        widget=AirMonthYearPickerInput(clear_button=False), label="", required=True
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.disable_csrf = True
+
+        self.helper.layout = Layout(
+            Row(
+                Column("month_from", css_class="form-group col-md-6"),
+                Column("month_to", css_class="form-group col-md-6"),
+            ),
+        )
+
+
+class YearRangeForm(forms.Form):
+    year_from = forms.DateField(
+        widget=AirYearPickerInput(clear_button=False), label="", required=True
+    )
+    year_to = forms.DateField(
+        widget=AirYearPickerInput(clear_button=False), label="", required=True
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.disable_csrf = True
+
+        self.helper.layout = Layout(
+            Row(
+                Column("year_from", css_class="form-group col-md-6"),
+                Column("year_to", css_class="form-group col-md-6"),
+            ),
+        )
+
+
+class DateRangeForm(forms.Form):
+    date_from = forms.DateField(
+        widget=AirDatePickerInput(clear_button=False), label="", required=True
+    )
+    date_to = forms.DateField(
+        widget=AirDatePickerInput(clear_button=False), label="", required=True
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.disable_csrf = True
+
+        self.helper.layout = Layout(
+            Row(
+                Column("date_from", css_class="form-group col-md-6"),
+                Column("date_to", css_class="form-group col-md-6"),
+                css_class="mb-0",
+            ),
+        )
+
+
+class CategoryForm(forms.Form):
+    category = forms.ModelChoiceField(
+        required=False,
+        label=_("Category"),
+        empty_label=_("Uncategorized"),
+        queryset=TransactionCategory.objects.filter(active=True),
+        widget=TomSelect(clear_button=True),
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.disable_csrf = True
+
+        self.helper.layout = Layout("category")

app/apps/insights/models.py

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

app/apps/insights/tests.py

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

app/apps/insights/urls.py

@@ -0,0 +1,52 @@
+from django.urls import path
+
+from . import views
+
+urlpatterns = [
+    path("insights/", views.index, name="insights_index"),
+    path(
+        "insights/sankey/account/",
+        views.sankey_by_account,
+        name="insights_sankey_by_account",
+    ),
+    path(
+        "insights/sankey/currency/",
+        views.sankey_by_currency,
+        name="insights_sankey_by_currency",
+    ),
+    path(
+        "insights/category-explorer/",
+        views.category_explorer_index,
+        name="category_explorer_index",
+    ),
+    path(
+        "insights/category-explorer/account/",
+        views.category_sum_by_account,
+        name="category_sum_by_account",
+    ),
+    path(
+        "insights/category-explorer/currency/",
+        views.category_sum_by_currency,
+        name="category_sum_by_currency",
+    ),
+    path(
+        "insights/category-overview/",
+        views.category_overview,
+        name="category_overview",
+    ),
+    path(
+        "insights/late-transactions/",
+        views.late_transactions,
+        name="insights_late_transactions",
+    ),
+    path(
+        "insights/latest-transactions/",
+        views.latest_transactions,
+        name="insights_latest_transactions",
+    ),
+    path(
+        "insights/emergency-fund/",
+        views.emergency_fund,
+        name="insights_emergency_fund",
+    ),
+]

app/apps/insights/utils/category_explorer.py

@@ -0,0 +1,161 @@
+from django.db.models import Sum, Case, When, F, DecimalField, Value
+from django.db.models.functions import Coalesce
+from django.utils.translation import gettext_lazy as _
+
+
+def get_category_sums_by_account(queryset, category=None):
+    """
+    Returns income/expense sums per account for a specific category.
+    """
+    sums = (
+        queryset.filter(category=category)
+        .values("account__name")
+        .annotate(
+            current_income=Coalesce(
+                Sum(
+                    Case(
+                        When(type="IN", is_paid=True, then="amount"),
+                        default=Value(0),
+                        output_field=DecimalField(max_digits=42, decimal_places=30),
+                    )
+                ),
+                Value(0),
+                output_field=DecimalField(max_digits=42, decimal_places=30),
+            ),
+            current_expense=Coalesce(
+                Sum(
+                    Case(
+                        When(type="EX", is_paid=True, then=-F("amount")),
+                        default=Value(0),
+                        output_field=DecimalField(max_digits=42, decimal_places=30),
+                    )
+                ),
+                Value(0),
+                output_field=DecimalField(max_digits=42, decimal_places=30),
+            ),
+            projected_income=Coalesce(
+                Sum(
+                    Case(
+                        When(type="IN", is_paid=False, then="amount"),
+                        default=Value(0),
+                        output_field=DecimalField(max_digits=42, decimal_places=30),
+                    )
+                ),
+                Value(0),
+                output_field=DecimalField(max_digits=42, decimal_places=30),
+            ),
+            projected_expense=Coalesce(
+                Sum(
+                    Case(
+                        When(type="EX", is_paid=False, then=-F("amount")),
+                        default=Value(0),
+                        output_field=DecimalField(max_digits=42, decimal_places=30),
+                    )
+                ),
+                Value(0),
+                output_field=DecimalField(max_digits=42, decimal_places=30),
+            ),
+        )
+        .order_by("account__name")
+    )
+
+    return {
+        "labels": [item["account__name"] for item in sums],
+        "datasets": [
+            {
+                "label": _("Current Income"),
+                "data": [float(item["current_income"]) for item in sums],
+            },
+            {
+                "label": _("Current Expenses"),
+                "data": [float(item["current_expense"]) for item in sums],
+            },
+            {
+                "label": _("Projected Income"),
+                "data": [float(item["projected_income"]) for item in sums],
+            },
+            {
+                "label": _("Projected Expenses"),
+                "data": [float(item["projected_expense"]) for item in sums],
+            },
+        ],
+    }
+
+
+def get_category_sums_by_currency(queryset, category=None):
+    """
+    Returns income/expense sums per currency for a specific category.
+    """
+    sums = (
+        queryset.filter(category=category)
+        .values("account__currency__name")
+        .annotate(
+            current_income=Coalesce(
+                Sum(
+                    Case(
+                        When(type="IN", is_paid=True, then="amount"),
+                        default=Value(0),
+                        output_field=DecimalField(max_digits=42, decimal_places=30),
+                    )
+                ),
+                Value(0),
+                output_field=DecimalField(max_digits=42, decimal_places=30),
+            ),
+            current_expense=Coalesce(
+                Sum(
+                    Case(
+                        When(type="EX", is_paid=True, then=-F("amount")),
+                        default=Value(0),
+                        output_field=DecimalField(max_digits=42, decimal_places=30),
+                    )
+                ),
+                Value(0),
+                output_field=DecimalField(max_digits=42, decimal_places=30),
+            ),
+            projected_income=Coalesce(
+                Sum(
+                    Case(
+                        When(type="IN", is_paid=False, then="amount"),
+                        default=Value(0),
+                        output_field=DecimalField(max_digits=42, decimal_places=30),
+                    )
+                ),
+                Value(0),
+                output_field=DecimalField(max_digits=42, decimal_places=30),
+            ),
+            projected_expense=Coalesce(
+                Sum(
+                    Case(
+                        When(type="EX", is_paid=False, then=-F("amount")),
+                        default=Value(0),
+                        output_field=DecimalField(max_digits=42, decimal_places=30),
+                    )
+                ),
+                Value(0),
+                output_field=DecimalField(max_digits=42, decimal_places=30),
+            ),
+        )
+        .order_by("account__currency__name")
+    )
+
+    return {
+        "labels": [item["account__currency__name"] for item in sums],
+        "datasets": [
+            {
+                "label": _("Current Income"),
+                "data": [float(item["current_income"]) for item in sums],
+            },
+            {
+                "label": _("Current Expenses"),
+                "data": [float(item["current_expense"]) for item in sums],
+            },
+            {
+                "label": _("Projected Income"),
+                "data": [float(item["projected_income"]) for item in sums],
+            },
+            {
+                "label": _("Projected Expenses"),
+                "data": [float(item["projected_expense"]) for item in sums],
+            },
+        ],
+    }

app/apps/insights/utils/category_overview.py

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

app/apps/insights/utils/sankey.py

@@ -0,0 +1,280 @@
+from django.utils.translation import gettext_lazy as _
+from decimal import Decimal
+from typing import Dict, List, TypedDict
+
+
+class SankeyNode(TypedDict):
+    name: str
+
+
+class SankeyFlow(TypedDict):
+    from_node: str
+    to_node: str
+    flow: float
+    currency: Dict
+    original_amount: float
+    percentage: float
+
+
+def generate_sankey_data_by_account(transactions_queryset):
+    """
+    Generates Sankey diagram data from transaction queryset using account as intermediary.
+    """
+    nodes: Dict[str, Dict] = {}
+    flows: List[SankeyFlow] = []
+
+    # Aggregate transactions
+    income_data = {}  # {(category, currency, account) -> amount}
+    expense_data = {}  # {(category, currency, account) -> amount}
+    total_income_by_currency = {}  # {currency -> amount}
+    total_expense_by_currency = {}  # {currency -> amount}
+    total_volume_by_currency = {}  # {currency -> amount}
+
+    for transaction in transactions_queryset:
+        currency = transaction.account.currency
+        account = transaction.account
+        category = transaction.category or _("Uncategorized")
+        key = (category, currency, account)
+        amount = transaction.amount
+
+        if transaction.type == "IN":
+            income_data[key] = income_data.get(key, Decimal("0")) + amount
+            total_income_by_currency[currency] = (
+                total_income_by_currency.get(currency, Decimal("0")) + amount
+            )
+        else:
+            expense_data[key] = expense_data.get(key, Decimal("0")) + amount
+            total_expense_by_currency[currency] = (
+                total_expense_by_currency.get(currency, Decimal("0")) + amount
+            )
+
+        total_volume_by_currency[currency] = (
+            total_volume_by_currency.get(currency, Decimal("0")) + amount
+        )
+
+    unique_accounts = {
+        account_id: idx
+        for idx, account_id in enumerate(
+            transactions_queryset.values_list("account", flat=True).distinct()
+        )
+    }
+
+    def get_node_priority(node_id: str) -> int:
+        """Get priority based on the account ID embedded in the node ID."""
+        account_id = int(node_id.split("_")[-1])
+        return unique_accounts[account_id]
+
+    def get_node_id(node_type: str, name: str, account_id: int) -> str:
+        """Generate unique node ID."""
+        return f"{node_type}_{name}_{account_id}".lower().replace(" ", "_")
+
+    def add_node(node_id: str, display_name: str) -> None:
+        """Add node with ID, display name and priority."""
+        nodes[node_id] = {
+            "id": node_id,
+            "name": display_name,
+            "priority": get_node_priority(node_id),
+        }
+
+    def add_flow(
+        from_node_id: str, to_node_id: str, amount: Decimal, currency, is_income: bool
+    ) -> None:
+        """
+        Add flow with percentage based on total transaction volume for the specific currency.
+        """
+        total_volume = total_volume_by_currency.get(currency, Decimal("0"))
+        percentage = (amount / total_volume) * 100 if total_volume else 0
+        scaled_flow = percentage / 100
+
+        flows.append(
+            {
+                "from_node": from_node_id,
+                "to_node": to_node_id,
+                "flow": float(scaled_flow),
+                "currency": {
+                    "code": currency.code,
+                    "prefix": currency.prefix,
+                    "suffix": currency.suffix,
+                    "decimal_places": currency.decimal_places,
+                },
+                "original_amount": float(amount),
+                "percentage": float(percentage),
+            }
+        )
+
+    # Process income
+    for (category, currency, account), amount in income_data.items():
+        category_node_id = get_node_id("income", category, account.id)
+        account_node_id = get_node_id("account", account.name, account.id)
+        add_node(category_node_id, str(category))
+        add_node(account_node_id, account.name)
+        add_flow(category_node_id, account_node_id, amount, currency, is_income=True)
+
+    # Process expenses
+    for (category, currency, account), amount in expense_data.items():
+        category_node_id = get_node_id("expense", category, account.id)
+        account_node_id = get_node_id("account", account.name, account.id)
+        add_node(category_node_id, str(category))
+        add_node(account_node_id, account.name)
+        add_flow(account_node_id, category_node_id, amount, currency, is_income=False)
+
+    # Calculate and add savings flows
+    savings_data = {}  # {(account, currency) -> amount}
+    for (category, currency, account), amount in income_data.items():
+        key = (account, currency)
+        savings_data[key] = savings_data.get(key, Decimal("0")) + amount
+    for (category, currency, account), amount in expense_data.items():
+        key = (account, currency)
+        savings_data[key] = savings_data.get(key, Decimal("0")) - amount
+
+    for (account, currency), amount in savings_data.items():
+        if amount > 0:
+            account_node_id = get_node_id("account", account.name, account.id)
+            savings_node_id = get_node_id("savings", _("Saved"), account.id)
+            add_node(savings_node_id, str(_("Saved")))
+            add_flow(account_node_id, savings_node_id, amount, currency, is_income=True)
+
+    # Calculate total across all currencies (for reference only)
+    total_amount = sum(float(amount) for amount in total_income_by_currency.values())
+
+    return {
+        "nodes": list(nodes.values()),
+        "flows": flows,
+        "total_amount": total_amount,
+        "total_by_currency": {
+            curr.code: float(amount)
+            for curr, amount in total_income_by_currency.items()
+        },
+    }
+
+
+def generate_sankey_data_by_currency(transactions_queryset):
+    """
+    Generates Sankey diagram data from transaction queryset, using currency as intermediary.
+    """
+    nodes: Dict[str, Dict] = {}
+    flows: List[SankeyFlow] = []
+
+    # Aggregate transactions
+    income_data = {}  # {(category, currency) -> amount}
+    expense_data = {}  # {(category, currency) -> amount}
+    total_income_by_currency = {}  # {currency -> amount}
+    total_expense_by_currency = {}  # {currency -> amount}
+    total_volume_by_currency = {}  # {currency -> amount}
+
+    for transaction in transactions_queryset:
+        currency = transaction.account.currency
+        category = transaction.category or _("Uncategorized")
+        key = (category, currency)
+        amount = transaction.amount
+
+        if transaction.type == "IN":
+            income_data[key] = income_data.get(key, Decimal("0")) + amount
+            total_income_by_currency[currency] = (
+                total_income_by_currency.get(currency, Decimal("0")) + amount
+            )
+        else:
+            expense_data[key] = expense_data.get(key, Decimal("0")) + amount
+            total_expense_by_currency[currency] = (
+                total_expense_by_currency.get(currency, Decimal("0")) + amount
+            )
+
+        total_volume_by_currency[currency] = (
+            total_volume_by_currency.get(currency, Decimal("0")) + amount
+        )
+
+    unique_currencies = {
+        currency_id: idx
+        for idx, currency_id in enumerate(
+            transactions_queryset.values_list("account__currency", flat=True).distinct()
+        )
+    }
+
+    def get_node_priority(node_id: str) -> int:
+        """Get priority based on the currency ID embedded in the node ID."""
+        currency_id = int(node_id.split("_")[-1])
+        return unique_currencies[currency_id]
+
+    def get_node_id(node_type: str, name: str, currency_id: int) -> str:
+        """Generate unique node ID including currency information."""
+        return f"{node_type}_{name}_{currency_id}".lower().replace(" ", "_")
+
+    def add_node(node_id: str, display_name: str) -> None:
+        """Add node with ID, display name and priority."""
+        nodes[node_id] = {
+            "id": node_id,
+            "name": display_name,
+            "priority": get_node_priority(node_id),
+        }
+
+    def add_flow(
+        from_node_id: str, to_node_id: str, amount: Decimal, currency, is_income: bool
+    ) -> None:
+        """
+        Add flow with percentage based on total transaction volume for the specific currency.
+        """
+        total_volume = total_volume_by_currency.get(currency, Decimal("0"))
+        percentage = (amount / total_volume) * 100 if total_volume else 0
+        scaled_flow = percentage / 100
+
+        flows.append(
+            {
+                "from_node": from_node_id,
+                "to_node": to_node_id,
+                "flow": float(scaled_flow),
+                "currency": {
+                    "code": currency.code,
+                    "name": currency.name,
+                    "prefix": currency.prefix,
+                    "suffix": currency.suffix,
+                    "decimal_places": currency.decimal_places,
+                },
+                "original_amount": float(amount),
+                "percentage": float(percentage),
+            }
+        )
+
+    # Process income
+    for (category, currency), amount in income_data.items():
+        category_node_id = get_node_id("income", category, currency.id)
+        currency_node_id = get_node_id("currency", currency.name, currency.id)
+        add_node(category_node_id, str(category))
+        add_node(currency_node_id, currency.name)
+        add_flow(category_node_id, currency_node_id, amount, currency, is_income=True)
+
+    # Process expenses
+    for (category, currency), amount in expense_data.items():
+        category_node_id = get_node_id("expense", category, currency.id)
+        currency_node_id = get_node_id("currency", currency.name, currency.id)
+        add_node(category_node_id, str(category))
+        add_node(currency_node_id, currency.name)
+        add_flow(currency_node_id, category_node_id, amount, currency, is_income=False)
+
+    # Calculate and add savings flows
+    savings_data = {}  # {currency -> amount}
+    for (category, currency), amount in income_data.items():
+        savings_data[currency] = savings_data.get(currency, Decimal("0")) + amount
+    for (category, currency), amount in expense_data.items():
+        savings_data[currency] = savings_data.get(currency, Decimal("0")) - amount
+
+    for currency, amount in savings_data.items():
+        if amount > 0:
+            currency_node_id = get_node_id("currency", currency.name, currency.id)
+            savings_node_id = get_node_id("savings", _("Saved"), currency.id)
+            add_node(savings_node_id, str(_("Saved")))
+            add_flow(
+                currency_node_id, savings_node_id, amount, currency, is_income=True
+            )
+
+    # Calculate total across all currencies (for reference only)
+    total_amount = sum(float(amount) for amount in total_income_by_currency.values())
+
+    return {
+        "nodes": list(nodes.values()),
+        "flows": flows,
+        "total_amount": total_amount,
+        "total_by_currency": {
+            curr.name: float(amount)
+            for curr, amount in total_income_by_currency.items()
+        },
+    }

app/apps/insights/utils/transactions.py

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

app/apps/insights/views.py

@@ -0,0 +1,266 @@
+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
+
+from apps.common.decorators.htmx import only_htmx
+from apps.insights.forms import (
+    SingleMonthForm,
+    SingleYearForm,
+    MonthRangeForm,
+    YearRangeForm,
+    DateRangeForm,
+    CategoryForm,
+)
+from apps.insights.utils.category_explorer import (
+    get_category_sums_by_account,
+    get_category_sums_by_currency,
+)
+from apps.insights.utils.sankey import (
+    generate_sankey_data_by_account,
+    generate_sankey_data_by_currency,
+)
+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
+@require_http_methods(["GET"])
+def index(request):
+    date = timezone.localdate(timezone.now())
+    month_form = SingleMonthForm(initial={"month": date.replace(day=1)})
+    year_form = SingleYearForm(initial={"year": date.replace(day=1)})
+    month_range_form = MonthRangeForm(
+        initial={
+            "month_from": date.replace(day=1),
+            "month_to": date.replace(day=1) + relativedelta(months=1),
+        }
+    )
+    year_range_form = YearRangeForm(
+        initial={
+            "year_from": date.replace(day=1, month=1),
+            "year_to": date.replace(day=1, month=1) + relativedelta(years=1),
+        }
+    )
+    date_range_form = DateRangeForm(
+        initial={
+            "date_from": date,
+            "date_to": date + relativedelta(months=1),
+        }
+    )
+
+    return render(
+        request,
+        "insights/pages/index.html",
+        context={
+            "month_form": month_form,
+            "year_form": year_form,
+            "month_range_form": month_range_form,
+            "year_range_form": year_range_form,
+            "date_range_form": date_range_form,
+        },
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def sankey_by_account(request):
+    # Get filtered transactions
+
+    transactions = get_transactions(request)
+
+    # Generate Sankey data
+    sankey_data = generate_sankey_data_by_account(transactions)
+
+    return render(
+        request,
+        "insights/fragments/sankey.html",
+        {"sankey_data": sankey_data, "type": "account"},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def sankey_by_currency(request):
+    # Get filtered transactions
+    transactions = get_transactions(request)
+
+    # Generate Sankey data
+    sankey_data = generate_sankey_data_by_currency(transactions)
+
+    return render(
+        request,
+        "insights/fragments/sankey.html",
+        {"sankey_data": sankey_data, "type": "currency"},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def category_explorer_index(request):
+    category_form = CategoryForm()
+
+    return render(
+        request,
+        "insights/fragments/category_explorer/index.html",
+        {"category_form": category_form},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def category_sum_by_account(request):
+    # Get filtered transactions
+    transactions = get_transactions(request, include_silent=True)
+
+    category = request.GET.get("category")
+
+    if category:
+        category = TransactionCategory.objects.get(id=category)
+
+        # Generate data
+        account_data = get_category_sums_by_account(transactions, category)
+    else:
+        account_data = get_category_sums_by_account(transactions, category=None)
+
+    return render(
+        request,
+        "insights/fragments/category_explorer/charts/account.html",
+        {"account_data": account_data},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def category_sum_by_currency(request):
+    # Get filtered transactions
+    transactions = get_transactions(request, include_silent=True)
+
+    category = request.GET.get("category")
+
+    if category:
+        category = TransactionCategory.objects.get(id=category)
+
+        # Generate data
+        currency_data = get_category_sums_by_currency(transactions, category)
+    else:
+        currency_data = get_category_sums_by_currency(transactions, category=None)
+
+    return render(
+        request,
+        "insights/fragments/category_explorer/charts/currency.html",
+        {"currency_data": currency_data},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def category_overview(request):
+    # Get filtered transactions
+    transactions = get_transactions(request, include_silent=True)
+
+    total_table = get_categories_totals(
+        transactions_queryset=transactions, ignore_empty=False
+    )
+
+    return render(
+        request,
+        "insights/fragments/category_overview/index.html",
+        {"total_table": total_table},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def latest_transactions(request):
+    limit = timezone.now() - relativedelta(days=3)
+    transactions = Transaction.objects.filter(created_at__gte=limit).order_by("-id")[
+        :30
+    ]
+
+    return render(
+        request,
+        "insights/fragments/latest_transactions.html",
+        {"transactions": transactions},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def late_transactions(request):
+    now = timezone.localdate(timezone.now())
+    transactions = Transaction.objects.filter(is_paid=False, date__lt=now)
+
+    return render(
+        request,
+        "insights/fragments/late_transactions.html",
+        {"transactions": transactions},
+    )
+
+
+@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

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

app/apps/mini_tools/views.py

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

app/apps/monthly_overview/views.py

@@ -77,22 +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",
-        )
+    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/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/models.py

@@ -2,8 +2,10 @@ 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)
@@ -11,6 +13,9 @@ class TransactionRule(models.Model):
     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 +302,8 @@ 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

@@ -1,17 +1,27 @@
-from django.dispatch import Signal, receiver
+from django.dispatch import receiver
 
-from apps.transactions.models import Transaction
+from apps.transactions.models import (
+    Transaction,
+    transaction_created,
+    transaction_updated,
+)
 from apps.rules.tasks import check_for_transaction_rules
-
-transaction_created = Signal()
-transaction_updated = Signal()
+from apps.common.middleware.thread_local import get_current_user
 
 
 @receiver(transaction_created)
 @receiver(transaction_updated)
 def transaction_changed_receiver(sender: Transaction, signal, **kwargs):
+    for dca_entry in sender.dca_expense_entries.all():
+        dca_entry.amount_paid = sender.amount
+        dca_entry.save()
+    for dca_entry in sender.dca_income_entries.all():
+        dca_entry.amount_received = sender.amount
+        dca_entry.save()
+
     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

@@ -4,6 +4,7 @@ from datetime import datetime, date
 
 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
 
@@ -18,6 +19,7 @@ from apps.transactions.models import (
     TransactionTag,
     TransactionEntity,
 )
+from apps.common.middleware.thread_local import write_current_user, delete_current_user
 
 logger = logging.getLogger(__name__)
 
@@ -25,8 +27,12 @@ logger = logging.getLogger(__name__)
 @app.task(name="check_for_transaction_rules")
 def check_for_transaction_rules(
     instance_id: int,
+    user_id: int,
     signal,
 ):
+    user = get_user_model().objects.get(id=user_id)
+    write_current_user(user)
+
     try:
         with cachalot_disabled():
             instance = Transaction.objects.get(id=instance_id)
@@ -91,8 +97,11 @@ def check_for_transaction_rules(
             "Error while executing 'check_for_transaction_rules' task",
             exc_info=True,
         )
+        delete_current_user()
         raise e
 
+    delete_current_user()
+
 
 def _get_names(instance):
     return {
@@ -131,14 +140,16 @@ 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):
@@ -63,7 +64,9 @@ class TransactionForm(forms.ModelForm):
     date = forms.DateField(label=_("Date"))
 
     reference_date = forms.DateField(
-        widget=AirMonthYearPickerInput(), label=_("Reference Date"), required=False
+        widget=AirMonthYearPickerInput(),
+        label=_("Reference Date"),
+        required=False,
     )
 
     class Meta:
@@ -92,20 +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
@@ -176,7 +189,6 @@ class TransactionForm(forms.ModelForm):
             ),
         )
 
-        self.fields["reference_date"].required = False
         self.fields["date"].widget = AirDatePickerInput(clear_button=False)
 
         if self.instance and self.instance.pk:
@@ -404,6 +416,24 @@ 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")
@@ -535,6 +565,18 @@ 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
@@ -780,6 +822,18 @@ 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"

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),
+        ),
+    ]