Merge pull request #164

feat: insights page

app/WYGIWYH/urls.py

@@ -49,4 +49,5 @@ urlpatterns = [
     path("", include("apps.dca.urls")),
     path("", include("apps.mini_tools.urls")),
     path("", include("apps.import_app.urls")),
+    path("", include("apps.insights.urls")),
 ]

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

@@ -12,15 +12,14 @@ 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
@@ -53,14 +52,19 @@ 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}
+                if self.create_field:
+                    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:
+                        raise ValidationError(
+                            self.error_messages["invalid_choice"], code="invalid_choice"
                         )
-                        self._created_instance = instance
-                        return instance
-                except Exception as e:
+                else:
                     raise ValidationError(
                         self.error_messages["invalid_choice"], code="invalid_choice"
                     )

app/apps/common/widgets/datepicker.py

@@ -227,3 +227,56 @@ 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/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 col-md-6 mb-0",
+                                ),
+                                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 col-md-6 mb-0",
+                                ),
+                                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 +237,118 @@ 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
+            )
+
+    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/views.py

@@ -155,11 +155,9 @@ 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 +167,7 @@ def strategy_entry_add(request, strategy_id):
                 },
             )
     else:
-        form = DCAEntryForm()
+        form = DCAEntryForm(strategy=strategy)
 
     return render(
         request,

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 +1,110 @@
+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,
+)
+
+
+class SingleMonthForm(forms.Form):
+    month = forms.DateField(
+        widget=AirMonthYearPickerInput(clear_button=False), label="", required=False
+    )
+
+    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=False
+    )
+
+    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=False
+    )
+    month_to = forms.DateField(
+        widget=AirMonthYearPickerInput(clear_button=False), label="", required=False
+    )
+
+    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=False
+    )
+    year_to = forms.DateField(
+        widget=AirYearPickerInput(clear_button=False), label="", required=False
+    )
+
+    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=False
+    )
+    date_to = forms.DateField(
+        widget=AirDatePickerInput(clear_button=False), label="", required=False
+    )
+
+    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",
+            ),
+        )

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 +1,17 @@
+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",
+    ),
+]

app/apps/insights/utils/sankey.py

@@ -0,0 +1,248 @@
+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
+        )
+
+    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 both ID and display name."""
+        nodes[node_id] = {"id": node_id, "name": display_name}
+
+    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
+        )
+
+    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 both ID and display name."""
+        nodes[node_id] = {"id": node_id, "name": display_name}
+
+    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 +1,94 @@
+from django.contrib.auth.decorators import login_required
+from django.shortcuts import render
+from django.utils import timezone
+from django.views.decorators.http import require_http_methods
+
+from dateutil.relativedelta import relativedelta
+
+from apps.transactions.models import Transaction
+from apps.insights.utils.sankey import (
+    generate_sankey_data_by_account,
+    generate_sankey_data_by_currency,
+)
+from apps.insights.forms import (
+    SingleMonthForm,
+    SingleYearForm,
+    MonthRangeForm,
+    YearRangeForm,
+    DateRangeForm,
+)
+from apps.common.decorators.htmx import only_htmx
+from apps.insights.utils.transactions import get_transactions
+
+
+@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", "POST"])
+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", "POST"])
+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"},
+    )

app/apps/monthly_overview/views.py

@@ -92,6 +92,8 @@ def transactions_list(request, month: int, year: int):
             "account__currency",
             "installment_plan",
             "entities",
+            "dca_expense_entries",
+            "dca_income_entries",
         )
     )
 

app/apps/rules/signals.py

@@ -1,15 +1,23 @@
-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()
-
 
 @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,
         signal=(

app/apps/transactions/models.py

@@ -1,22 +1,66 @@
 import logging
 
 from dateutil.relativedelta import relativedelta
+from django.conf import settings
 from django.core.validators import MinValueValidator
 from django.db import models, transaction
 from django.db.models import Q
+from django.dispatch import Signal
+from django.template.defaultfilters import date
 from django.utils import timezone
 from django.utils.translation import gettext_lazy as _
-from django.conf import settings
 
 from apps.common.fields.month_year import MonthYearModelField
 from apps.common.functions.decimals import truncate_decimal
+from apps.common.templatetags.decimal import localize_number, drop_trailing_zeros
 from apps.currencies.utils.convert import convert
 from apps.transactions.validators import validate_decimal_places, validate_non_negative
 
 logger = logging.getLogger()
 
 
+transaction_created = Signal()
+transaction_updated = Signal()
+
+
 class SoftDeleteQuerySet(models.QuerySet):
+    @staticmethod
+    def _emit_signals(instances, created=False):
+        """Helper to emit signals for multiple instances"""
+        for instance in instances:
+            if created:
+                transaction_created.send(sender=instance)
+            else:
+                transaction_updated.send(sender=instance)
+
+    def bulk_create(self, objs, emit_signal=True, **kwargs):
+        instances = super().bulk_create(objs, **kwargs)
+
+        if emit_signal:
+            self._emit_signals(instances, created=True)
+
+        return instances
+
+    def bulk_update(self, objs, fields, emit_signal=True, **kwargs):
+        result = super().bulk_update(objs, fields, **kwargs)
+
+        if emit_signal:
+            self._emit_signals(objs, created=False)
+
+        return result
+
+    def update(self, emit_signal=True, **kwargs):
+        # Get instances before update
+        instances = list(self)
+        result = super().update(**kwargs)
+
+        if emit_signal:
+            # Refresh instances to get new values
+            refreshed = self.model.objects.filter(pk__in=[obj.pk for obj in instances])
+            self._emit_signals(refreshed, created=False)
+
+        return result
+
     def delete(self):
         if not settings.ENABLE_SOFT_DELETE:
             # If soft deletion is disabled, perform a normal delete
@@ -274,7 +318,13 @@ class Transaction(models.Model):
 
     def __str__(self):
         type_display = self.get_type_display()
-        return f"{self.description} - {type_display} - {self.account} - {self.date}"
+        frmt_date = date(self.date, "SHORT_DATE_FORMAT")
+        account = self.account
+        tags = ", ".join([x.name for x in self.tags.all()]) or _("No tags")
+        category = self.category or _("No category")
+        amount = localize_number(drop_trailing_zeros(self.amount))
+        description = self.description or _("No description")
+        return f"[{frmt_date}][{type_display}][{account}] {description} • {category} • {tags} • {amount}"
 
 
 class InstallmentPlan(models.Model):

app/apps/transactions/urls.py

@@ -86,6 +86,16 @@ urlpatterns = [
         views.transactions_bulk_edit,
         name="transactions_bulk_edit",
     ),
+    path(
+        "transactions/json/search/",
+        views.get_recent_transactions,
+        name="transactions_search",
+    ),
+    path(
+        "transactions/json/search/<str:filter_type>/",
+        views.get_recent_transactions,
+        name="transactions_search",
+    ),
     path(
         "transaction/<int:transaction_id>/clone/",
         views.transaction_clone,

app/apps/transactions/views/actions.py

@@ -18,9 +18,6 @@ def bulk_pay_transactions(request):
     count = transactions.count()
     transactions.update(is_paid=True)
 
-    for transaction in transactions:
-        transaction_updated.send(sender=transaction)
-
     messages.success(
         request,
         ngettext_lazy(
@@ -45,9 +42,6 @@ def bulk_unpay_transactions(request):
     count = transactions.count()
     transactions.update(is_paid=False)
 
-    for transaction in transactions:
-        transaction_updated.send(sender=transaction)
-
     messages.success(
         request,
         ngettext_lazy(
@@ -94,7 +88,7 @@ def bulk_undelete_transactions(request):
     selected_transactions = request.GET.getlist("transactions", [])
     transactions = Transaction.deleted_objects.filter(id__in=selected_transactions)
     count = transactions.count()
-    transactions.update(deleted=False, deleted_at=None)
+    transactions.update(deleted=False, deleted_at=None, emit_signal=False)
 
     messages.success(
         request,

app/apps/transactions/views/transactions.py

@@ -4,14 +4,14 @@ from copy import deepcopy
 from django.contrib import messages
 from django.contrib.auth.decorators import login_required
 from django.core.paginator import Paginator
-from django.http import HttpResponse
+from django.db.models import Q
+from django.http import HttpResponse, JsonResponse
 from django.shortcuts import render, get_object_or_404
 from django.utils import timezone
 from django.utils.translation import gettext_lazy as _, ngettext_lazy
 from django.views.decorators.http import require_http_methods
 
 from apps.common.decorators.htmx import only_htmx
-from apps.common.utils.dicts import remove_falsey_entries
 from apps.rules.signals import transaction_created, transaction_updated
 from apps.transactions.filters import TransactionsFilter
 from apps.transactions.forms import (
@@ -363,6 +363,8 @@ def transaction_all_list(request):
         "account__currency",
         "installment_plan",
         "entities",
+        "dca_expense_entries",
+        "dca_income_entries",
     ).all()
 
     transactions = default_order(transactions, order=order)
@@ -395,6 +397,9 @@ def transaction_all_summary(request):
         "account__exchange_currency",
         "account__currency",
         "installment_plan",
+        "entities",
+        "dca_expense_entries",
+        "dca_income_entries",
     ).all()
 
     f = TransactionsFilter(request.GET, queryset=transactions)
@@ -426,6 +431,9 @@ def transaction_all_account_summary(request):
         "account__exchange_currency",
         "account__currency",
         "installment_plan",
+        "entities",
+        "dca_expense_entries",
+        "dca_income_entries",
     ).all()
 
     f = TransactionsFilter(request.GET, queryset=transactions)
@@ -453,6 +461,9 @@ def transaction_all_currency_summary(request):
         "account__exchange_currency",
         "account__currency",
         "installment_plan",
+        "entities",
+        "dca_expense_entries",
+        "dca_income_entries",
     ).all()
 
     f = TransactionsFilter(request.GET, queryset=transactions)
@@ -484,6 +495,9 @@ def transactions_trash_can_index(request):
     return render(request, "transactions/pages/trash.html")
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
 def transactions_trash_can_list(request):
     transactions = Transaction.deleted_objects.prefetch_related(
         "account",
@@ -493,6 +507,10 @@ def transactions_trash_can_list(request):
         "account__exchange_currency",
         "account__currency",
         "installment_plan",
+        "entities",
+        "entities",
+        "dca_expense_entries",
+        "dca_income_entries",
     ).all()
 
     return render(
@@ -500,3 +518,41 @@ def transactions_trash_can_list(request):
         "transactions/fragments/trash_list.html",
         {"transactions": transactions},
     )
+
+
+@login_required
+@require_http_methods(["GET"])
+def get_recent_transactions(request, filter_type=None):
+    """Return the 100 most recent non-deleted transactions with optional search."""
+    # Get search term from query params
+    search_term = request.GET.get("q", "").strip()
+
+    # Base queryset with selected fields
+    queryset = (
+        Transaction.objects.filter(deleted=False)
+        .select_related("account", "category")
+        .order_by("-created_at")
+    )
+
+    if filter_type:
+        if filter_type == "expenses":
+            queryset = queryset.filter(type=Transaction.Type.EXPENSE)
+        elif filter_type == "income":
+            queryset = queryset.filter(type=Transaction.Type.INCOME)
+
+    # Apply search if provided
+    if search_term:
+        queryset = queryset.filter(
+            Q(description__icontains=search_term)
+            | Q(notes__icontains=search_term)
+            | Q(internal_note__icontains=search_term)
+            | Q(tags__name__icontains=search_term)
+            | Q(category__name__icontains=search_term)
+        )
+
+    # Prepare data for JSON response
+    data = []
+    for t in queryset:
+        data.append({"text": str(t), "value": str(t.id)})
+
+    return JsonResponse(data, safe=False)

app/locale/de/LC_MESSAGES/django.po

@@ -2,13 +2,13 @@
 # Copyright (C) YEAR THE PACKAGE'S COPYRIGHT HOLDER
 # This file is distributed under the same license as the PACKAGE package.
 # FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
-#
+# 
 #, fuzzy
 msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-02-09 17:27-0300\n"
+"POT-Creation-Date: 2025-02-16 00:03-0300\n"
 "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
 "Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
 "Language-Team: LANGUAGE <LL@li.org>\n"
@@ -24,7 +24,7 @@ msgstr ""
 
 #: apps/accounts/forms.py:40 apps/accounts/forms.py:96
 #: apps/currencies/forms.py:53 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:142 apps/dca/forms.py:41 apps/dca/forms.py:93
+#: apps/currencies/forms.py:142 apps/dca/forms.py:49 apps/dca/forms.py:224
 #: apps/import_app/forms.py:34 apps/rules/forms.py:45 apps/rules/forms.py:87
 #: apps/rules/forms.py:359 apps/transactions/forms.py:190
 #: apps/transactions/forms.py:257 apps/transactions/forms.py:581
@@ -34,9 +34,9 @@ msgid "Update"
 msgstr ""
 
 #: apps/accounts/forms.py:48 apps/accounts/forms.py:104
-#: apps/common/widgets/tom_select.py:12 apps/currencies/forms.py:61
+#: apps/common/widgets/tom_select.py:13 apps/currencies/forms.py:61
 #: apps/currencies/forms.py:99 apps/currencies/forms.py:150
-#: apps/dca/forms.py:49 apps/dca/forms.py:102 apps/import_app/forms.py:42
+#: apps/dca/forms.py:57 apps/dca/forms.py:232 apps/import_app/forms.py:42
 #: apps/rules/forms.py:53 apps/rules/forms.py:95 apps/rules/forms.py:367
 #: apps/transactions/forms.py:174 apps/transactions/forms.py:199
 #: apps/transactions/forms.py:589 apps/transactions/forms.py:632
@@ -68,30 +68,32 @@ msgstr ""
 msgid "New balance"
 msgstr ""
 
-#: apps/accounts/forms.py:119 apps/rules/forms.py:168 apps/rules/forms.py:183
-#: apps/rules/models.py:32 apps/rules/models.py:280
-#: apps/transactions/forms.py:39 apps/transactions/forms.py:291
-#: apps/transactions/forms.py:298 apps/transactions/forms.py:478
-#: apps/transactions/forms.py:723 apps/transactions/models.py:159
-#: apps/transactions/models.py:328 apps/transactions/models.py:508
+#: apps/accounts/forms.py:119 apps/dca/forms.py:85 apps/dca/forms.py:92
+#: apps/rules/forms.py:168 apps/rules/forms.py:183 apps/rules/models.py:32
+#: apps/rules/models.py:280 apps/transactions/forms.py:39
+#: apps/transactions/forms.py:291 apps/transactions/forms.py:298
+#: apps/transactions/forms.py:478 apps/transactions/forms.py:723
+#: apps/transactions/models.py:203 apps/transactions/models.py:378
+#: apps/transactions/models.py:558
 msgid "Category"
 msgstr ""
 
-#: apps/accounts/forms.py:126 apps/rules/forms.py:171 apps/rules/forms.py:180
-#: apps/rules/models.py:33 apps/rules/models.py:284
-#: apps/transactions/filters.py:74 apps/transactions/forms.py:47
-#: apps/transactions/forms.py:307 apps/transactions/forms.py:315
-#: apps/transactions/forms.py:471 apps/transactions/forms.py:716
-#: apps/transactions/models.py:165 apps/transactions/models.py:330
-#: apps/transactions/models.py:512 templates/includes/navbar.html:105
-#: templates/tags/fragments/list.html:5 templates/tags/pages/index.html:4
+#: apps/accounts/forms.py:126 apps/dca/forms.py:101 apps/dca/forms.py:109
+#: apps/rules/forms.py:171 apps/rules/forms.py:180 apps/rules/models.py:33
+#: apps/rules/models.py:284 apps/transactions/filters.py:74
+#: apps/transactions/forms.py:47 apps/transactions/forms.py:307
+#: apps/transactions/forms.py:315 apps/transactions/forms.py:471
+#: apps/transactions/forms.py:716 apps/transactions/models.py:209
+#: apps/transactions/models.py:380 apps/transactions/models.py:562
+#: templates/includes/navbar.html:108 templates/tags/fragments/list.html:5
+#: templates/tags/pages/index.html:4
 msgid "Tags"
 msgstr ""
 
 #: apps/accounts/models.py:9 apps/accounts/models.py:21 apps/dca/models.py:14
 #: apps/import_app/models.py:14 apps/rules/models.py:10
-#: apps/transactions/models.py:67 apps/transactions/models.py:87
-#: apps/transactions/models.py:106
+#: apps/transactions/models.py:111 apps/transactions/models.py:131
+#: apps/transactions/models.py:150
 #: templates/account_groups/fragments/list.html:25
 #: templates/accounts/fragments/list.html:25
 #: templates/categories/fragments/table.html:16
@@ -112,7 +114,7 @@ msgstr ""
 
 #: apps/accounts/models.py:13 templates/account_groups/fragments/list.html:5
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/navbar.html:115
+#: templates/includes/navbar.html:118
 msgid "Account Groups"
 msgstr ""
 
@@ -153,15 +155,15 @@ msgstr ""
 #: apps/accounts/models.py:59 apps/rules/forms.py:160 apps/rules/forms.py:173
 #: apps/rules/models.py:24 apps/rules/models.py:236
 #: apps/transactions/forms.py:59 apps/transactions/forms.py:463
-#: apps/transactions/forms.py:708 apps/transactions/models.py:132
-#: apps/transactions/models.py:288 apps/transactions/models.py:490
+#: apps/transactions/forms.py:708 apps/transactions/models.py:176
+#: apps/transactions/models.py:338 apps/transactions/models.py:540
 msgid "Account"
 msgstr ""
 
 #: apps/accounts/models.py:60 apps/transactions/filters.py:53
 #: templates/accounts/fragments/list.html:5
-#: templates/accounts/pages/index.html:4 templates/includes/navbar.html:111
-#: templates/includes/navbar.html:113
+#: templates/accounts/pages/index.html:4 templates/includes/navbar.html:114
+#: templates/includes/navbar.html:116
 #: templates/monthly_overview/pages/overview.html:94
 #: templates/transactions/fragments/summary.html:12
 #: templates/transactions/pages/transactions.html:72
@@ -232,13 +234,13 @@ msgstr ""
 msgid "Either 'date' or 'reference_date' must be provided."
 msgstr ""
 
-#: apps/common/fields/forms/dynamic_select.py:127
-#: apps/common/fields/forms/dynamic_select.py:163
+#: apps/common/fields/forms/dynamic_select.py:131
+#: apps/common/fields/forms/dynamic_select.py:167
 msgid "Error creating new instance"
 msgstr ""
 
 #: apps/common/fields/forms/grouped_select.py:24
-#: apps/common/widgets/tom_select.py:91 apps/common/widgets/tom_select.py:94
+#: apps/common/widgets/tom_select.py:92 apps/common/widgets/tom_select.py:95
 msgid "Ungrouped"
 msgstr ""
 
@@ -330,6 +332,7 @@ msgid "Cache cleared successfully"
 msgstr ""
 
 #: apps/common/widgets/datepicker.py:47 apps/common/widgets/datepicker.py:186
+#: apps/common/widgets/datepicker.py:244
 msgid "Today"
 msgstr ""
 
@@ -337,18 +340,18 @@ msgstr ""
 msgid "Now"
 msgstr ""
 
-#: apps/common/widgets/tom_select.py:10
+#: apps/common/widgets/tom_select.py:11
 msgid "Remove"
 msgstr ""
 
-#: apps/common/widgets/tom_select.py:14
+#: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:174
 #: templates/monthly_overview/pages/overview.html:172
 #: templates/transactions/pages/transactions.html:17
 msgid "Clear"
 msgstr ""
 
-#: apps/common/widgets/tom_select.py:15
+#: apps/common/widgets/tom_select.py:16
 msgid "No results..."
 msgstr ""
 
@@ -363,7 +366,7 @@ msgstr ""
 #: apps/currencies/forms.py:69 apps/dca/models.py:156 apps/rules/forms.py:163
 #: apps/rules/forms.py:176 apps/rules/models.py:27 apps/rules/models.py:248
 #: apps/transactions/forms.py:63 apps/transactions/forms.py:319
-#: apps/transactions/models.py:142
+#: apps/transactions/models.py:186
 #: templates/dca/fragments/strategy/details.html:52
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:10
@@ -384,8 +387,8 @@ msgstr ""
 
 #: apps/currencies/models.py:40 apps/transactions/filters.py:60
 #: templates/currencies/fragments/list.html:5
-#: templates/currencies/pages/index.html:4 templates/includes/navbar.html:119
-#: templates/includes/navbar.html:121
+#: templates/currencies/pages/index.html:4 templates/includes/navbar.html:122
+#: templates/includes/navbar.html:124
 #: templates/monthly_overview/pages/overview.html:81
 #: templates/transactions/fragments/summary.html:8
 #: templates/transactions/pages/transactions.html:59
@@ -414,7 +417,7 @@ msgstr ""
 
 #: apps/currencies/models.py:74 templates/exchange_rates/fragments/list.html:6
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/navbar.html:123
+#: templates/includes/navbar.html:126
 msgid "Exchange Rates"
 msgstr ""
 
@@ -442,8 +445,8 @@ msgstr ""
 msgid "Service Type"
 msgstr ""
 
-#: apps/currencies/models.py:107 apps/transactions/models.py:71
-#: apps/transactions/models.py:90 apps/transactions/models.py:109
+#: apps/currencies/models.py:107 apps/transactions/models.py:115
+#: apps/transactions/models.py:134 apps/transactions/models.py:153
 #: templates/categories/fragments/list.html:21
 #: templates/entities/fragments/list.html:21
 #: templates/recurring_transactions/fragments/list.html:21
@@ -559,6 +562,48 @@ msgstr ""
 msgid "Services queued successfully"
 msgstr ""
 
+#: apps/dca/forms.py:65 apps/dca/forms.py:164
+msgid "Create transaction"
+msgstr ""
+
+#: apps/dca/forms.py:70 apps/transactions/forms.py:266
+msgid "From Account"
+msgstr ""
+
+#: apps/dca/forms.py:76 apps/transactions/forms.py:271
+msgid "To Account"
+msgstr ""
+
+#: apps/dca/forms.py:116 apps/dca/models.py:169
+msgid "Expense Transaction"
+msgstr ""
+
+#: apps/dca/forms.py:120 apps/dca/forms.py:130
+msgid "Type to search for a transaction to link to this entry"
+msgstr ""
+
+#: apps/dca/forms.py:126 apps/dca/models.py:177
+msgid "Income Transaction"
+msgstr ""
+
+#: apps/dca/forms.py:210
+msgid "Link transaction"
+msgstr ""
+
+#: apps/dca/forms.py:279 apps/dca/forms.py:280 apps/dca/forms.py:285
+#: apps/dca/forms.py:289
+msgid "You must provide an account."
+msgstr ""
+
+#: apps/dca/forms.py:294 apps/transactions/forms.py:413
+msgid "From and To accounts must be different."
+msgstr ""
+
+#: apps/dca/forms.py:308
+#, python-format
+msgid "DCA for %(strategy_name)s"
+msgstr ""
+
 #: apps/dca/models.py:17
 msgid "Target Currency"
 msgstr ""
@@ -569,8 +614,8 @@ msgstr ""
 
 #: apps/dca/models.py:27 apps/dca/models.py:179 apps/rules/forms.py:167
 #: apps/rules/forms.py:182 apps/rules/models.py:31 apps/rules/models.py:264
-#: apps/transactions/forms.py:333 apps/transactions/models.py:155
-#: apps/transactions/models.py:337 apps/transactions/models.py:518
+#: apps/transactions/forms.py:333 apps/transactions/models.py:199
+#: apps/transactions/models.py:387 apps/transactions/models.py:568
 msgid "Notes"
 msgstr ""
 
@@ -594,14 +639,6 @@ msgstr ""
 msgid "Amount Received"
 msgstr ""
 
-#: apps/dca/models.py:169
-msgid "Expense Transaction"
-msgstr ""
-
-#: apps/dca/models.py:177
-msgid "Income Transaction"
-msgstr ""
-
 #: apps/dca/models.py:184
 msgid "DCA Entry"
 msgstr ""
@@ -622,15 +659,15 @@ msgstr ""
 msgid "DCA strategy deleted successfully"
 msgstr ""
 
-#: apps/dca/views.py:163
+#: apps/dca/views.py:161
 msgid "Entry added successfully"
 msgstr ""
 
-#: apps/dca/views.py:190
+#: apps/dca/views.py:188
 msgid "Entry updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:216
+#: apps/dca/views.py:214
 msgid "Entry deleted successfully"
 msgstr ""
 
@@ -640,7 +677,7 @@ msgstr ""
 
 #: apps/import_app/forms.py:61
 #: templates/import_app/fragments/profiles/list.html:62
-#: templates/includes/navbar.html:131
+#: templates/includes/navbar.html:134
 msgid "Import"
 msgstr ""
 
@@ -708,6 +745,15 @@ msgstr ""
 msgid "Run deleted successfully"
 msgstr ""
 
+#: apps/insights/utils/sankey.py:37 apps/insights/utils/sankey.py:154
+msgid "Uncategorized"
+msgstr ""
+
+#: apps/insights/utils/sankey.py:118 apps/insights/utils/sankey.py:119
+#: apps/insights/utils/sankey.py:234 apps/insights/utils/sankey.py:235
+msgid "Saved"
+msgstr ""
+
 #: apps/rules/forms.py:20
 msgid "Run on creation"
 msgstr ""
@@ -724,7 +770,7 @@ msgstr ""
 msgid "Set field"
 msgstr ""
 
-#: apps/rules/forms.py:65
+#: apps/rules/forms.py:65 templates/insights/fragments/sankey.html:84
 msgid "To"
 msgstr ""
 
@@ -741,14 +787,14 @@ msgid "Operator"
 msgstr ""
 
 #: apps/rules/forms.py:161 apps/rules/forms.py:174 apps/rules/models.py:25
-#: apps/rules/models.py:240 apps/transactions/models.py:139
-#: apps/transactions/models.py:293 apps/transactions/models.py:496
+#: apps/rules/models.py:240 apps/transactions/models.py:183
+#: apps/transactions/models.py:343 apps/transactions/models.py:546
 msgid "Type"
 msgstr ""
 
 #: apps/rules/forms.py:162 apps/rules/forms.py:175 apps/rules/models.py:26
 #: apps/rules/models.py:244 apps/transactions/filters.py:23
-#: apps/transactions/models.py:141 templates/cotton/transaction/item.html:21
+#: apps/transactions/models.py:185 templates/cotton/transaction/item.html:21
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:12
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:16
@@ -758,41 +804,41 @@ msgstr ""
 #: apps/rules/forms.py:164 apps/rules/forms.py:177 apps/rules/models.py:28
 #: apps/rules/models.py:252 apps/transactions/forms.py:66
 #: apps/transactions/forms.py:322 apps/transactions/forms.py:492
-#: apps/transactions/models.py:143 apps/transactions/models.py:311
-#: apps/transactions/models.py:520
+#: apps/transactions/models.py:187 apps/transactions/models.py:361
+#: apps/transactions/models.py:570
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:165 apps/rules/forms.py:178 apps/rules/models.py:29
-#: apps/rules/models.py:256 apps/transactions/models.py:148
-#: apps/transactions/models.py:501
+#: apps/rules/models.py:256 apps/transactions/models.py:192
+#: apps/transactions/models.py:551 templates/insights/fragments/sankey.html:85
 msgid "Amount"
 msgstr ""
 
 #: apps/rules/forms.py:166 apps/rules/forms.py:179 apps/rules/models.py:11
 #: apps/rules/models.py:30 apps/rules/models.py:260
-#: apps/transactions/forms.py:325 apps/transactions/models.py:153
-#: apps/transactions/models.py:295 apps/transactions/models.py:504
+#: apps/transactions/forms.py:325 apps/transactions/models.py:197
+#: apps/transactions/models.py:345 apps/transactions/models.py:554
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:169 apps/rules/forms.py:184 apps/rules/models.py:268
-#: apps/transactions/models.py:192
+#: apps/transactions/models.py:236
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:170 apps/rules/forms.py:185 apps/rules/models.py:272
-#: apps/transactions/models.py:194
+#: apps/transactions/models.py:238
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:172 apps/rules/forms.py:181 apps/rules/models.py:34
 #: apps/rules/models.py:276 apps/transactions/filters.py:81
 #: apps/transactions/forms.py:55 apps/transactions/forms.py:486
-#: apps/transactions/forms.py:731 apps/transactions/models.py:117
-#: apps/transactions/models.py:170 apps/transactions/models.py:333
-#: apps/transactions/models.py:515 templates/entities/fragments/list.html:5
-#: templates/entities/pages/index.html:4 templates/includes/navbar.html:107
+#: apps/transactions/forms.py:731 apps/transactions/models.py:161
+#: apps/transactions/models.py:214 apps/transactions/models.py:383
+#: apps/transactions/models.py:565 templates/entities/fragments/list.html:5
+#: templates/entities/pages/index.html:4 templates/includes/navbar.html:110
 msgid "Entities"
 msgstr ""
 
@@ -946,7 +992,7 @@ msgid "Transaction Type"
 msgstr ""
 
 #: apps/transactions/filters.py:67 templates/categories/fragments/list.html:5
-#: templates/categories/pages/index.html:4 templates/includes/navbar.html:103
+#: templates/categories/pages/index.html:4 templates/includes/navbar.html:106
 msgid "Categories"
 msgstr ""
 
@@ -974,14 +1020,6 @@ msgstr ""
 msgid "More"
 msgstr ""
 
-#: apps/transactions/forms.py:266
-msgid "From Account"
-msgstr ""
-
-#: apps/transactions/forms.py:271
-msgid "To Account"
-msgstr ""
-
 #: apps/transactions/forms.py:278
 msgid "From Amount"
 msgstr ""
@@ -995,10 +1033,6 @@ msgstr ""
 msgid "Transfer"
 msgstr ""
 
-#: apps/transactions/forms.py:413
-msgid "From and To accounts must be different."
-msgstr ""
-
 #: apps/transactions/forms.py:610
 msgid "Tag name"
 msgstr ""
@@ -1019,44 +1053,44 @@ msgstr ""
 msgid "End date should be after the start date"
 msgstr ""
 
-#: apps/transactions/models.py:68
+#: apps/transactions/models.py:112
 msgid "Mute"
 msgstr ""
 
-#: apps/transactions/models.py:73
+#: apps/transactions/models.py:117
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:78
+#: apps/transactions/models.py:122
 msgid "Transaction Category"
 msgstr ""
 
-#: apps/transactions/models.py:79
+#: apps/transactions/models.py:123
 msgid "Transaction Categories"
 msgstr ""
 
-#: apps/transactions/models.py:92
+#: apps/transactions/models.py:136
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""
 
-#: apps/transactions/models.py:97 apps/transactions/models.py:98
+#: apps/transactions/models.py:141 apps/transactions/models.py:142
 msgid "Transaction Tags"
 msgstr ""
 
-#: apps/transactions/models.py:111
+#: apps/transactions/models.py:155
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:116
+#: apps/transactions/models.py:160
 msgid "Entity"
 msgstr ""
 
-#: apps/transactions/models.py:126
+#: apps/transactions/models.py:170
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1066,7 +1100,7 @@ msgstr ""
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:127
+#: apps/transactions/models.py:171
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1075,123 +1109,135 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:181 apps/transactions/models.py:340
+#: apps/transactions/models.py:225 apps/transactions/models.py:390
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:190 apps/transactions/models.py:541
+#: apps/transactions/models.py:234 apps/transactions/models.py:591
 msgid "Recurring Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:198
+#: apps/transactions/models.py:242
 msgid "Deleted"
 msgstr ""
 
-#: apps/transactions/models.py:203
+#: apps/transactions/models.py:247
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:211
+#: apps/transactions/models.py:255
 msgid "Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:212 templates/includes/navbar.html:54
-#: templates/includes/navbar.html:101
+#: apps/transactions/models.py:256 templates/includes/navbar.html:57
+#: templates/includes/navbar.html:104
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr ""
 
-#: apps/transactions/models.py:282
+#: apps/transactions/models.py:323 templates/tags/fragments/table.html:53
+msgid "No tags"
+msgstr ""
+
+#: apps/transactions/models.py:324
+msgid "No category"
+msgstr ""
+
+#: apps/transactions/models.py:326
+msgid "No description"
+msgstr ""
+
+#: apps/transactions/models.py:332
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:283 apps/users/models.py:26
+#: apps/transactions/models.py:333 apps/users/models.py:26
 #: templates/includes/navbar.html:26
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:284
+#: apps/transactions/models.py:334
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:285
+#: apps/transactions/models.py:335
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:298
+#: apps/transactions/models.py:348
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:303
+#: apps/transactions/models.py:353
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:304
+#: apps/transactions/models.py:354
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:309 apps/transactions/models.py:524
+#: apps/transactions/models.py:359 apps/transactions/models.py:574
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:313 apps/transactions/models.py:525
+#: apps/transactions/models.py:363 apps/transactions/models.py:575
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:318
+#: apps/transactions/models.py:368
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:321
+#: apps/transactions/models.py:371
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:341 templates/includes/navbar.html:69
+#: apps/transactions/models.py:391 templates/includes/navbar.html:72
 #: templates/installment_plans/fragments/list.html:5
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr ""
 
-#: apps/transactions/models.py:483
+#: apps/transactions/models.py:533
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:484
+#: apps/transactions/models.py:534
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:485
+#: apps/transactions/models.py:535
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:486
+#: apps/transactions/models.py:536
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:488
+#: apps/transactions/models.py:538
 #: templates/recurring_transactions/fragments/list.html:24
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:527
+#: apps/transactions/models.py:577
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:530
+#: apps/transactions/models.py:580
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:534
+#: apps/transactions/models.py:584
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:537
+#: apps/transactions/models.py:587
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:542 templates/includes/navbar.html:71
+#: apps/transactions/models.py:592 templates/includes/navbar.html:74
 #: templates/recurring_transactions/fragments/list.html:5
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
@@ -1207,35 +1253,35 @@ msgstr ""
 msgid "%(value)s is not a non-negative number"
 msgstr ""
 
-#: apps/transactions/views/actions.py:23
+#: apps/transactions/views/actions.py:24
 #, python-format
 msgid "%(count)s transaction marked as paid"
 msgid_plural "%(count)s transactions marked as paid"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/actions.py:47
+#: apps/transactions/views/actions.py:48
 #, python-format
 msgid "%(count)s transaction marked as not paid"
 msgid_plural "%(count)s transactions marked as not paid"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/actions.py:71
+#: apps/transactions/views/actions.py:72
 #, python-format
 msgid "%(count)s transaction deleted successfully"
 msgid_plural "%(count)s transactions deleted successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/actions.py:95
+#: apps/transactions/views/actions.py:96
 #, python-format
 msgid "%(count)s transaction restored successfully"
 msgid_plural "%(count)s transactions restored successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/actions.py:130
+#: apps/transactions/views/actions.py:131
 #, python-format
 msgid "%(count)s transaction duplicated successfully"
 msgid_plural "%(count)s transactions duplicated successfully"
@@ -1496,7 +1542,7 @@ msgstr ""
 #: templates/account_groups/fragments/list.html:36
 #: templates/accounts/fragments/list.html:41
 #: templates/categories/fragments/table.html:29
-#: templates/cotton/transaction/item.html:127
+#: templates/cotton/transaction/item.html:130
 #: templates/cotton/ui/transactions_action_bar.html:49
 #: templates/currencies/fragments/list.html:37
 #: templates/dca/fragments/strategy/details.html:67
@@ -1518,8 +1564,8 @@ msgstr ""
 #: templates/account_groups/fragments/list.html:43
 #: templates/accounts/fragments/list.html:48
 #: templates/categories/fragments/table.html:36
-#: templates/cotton/transaction/item.html:142
-#: templates/cotton/transaction/item.html:161
+#: templates/cotton/transaction/item.html:145
+#: templates/cotton/transaction/item.html:164
 #: templates/cotton/ui/deleted_transactions_action_bar.html:55
 #: templates/cotton/ui/transactions_action_bar.html:86
 #: templates/currencies/fragments/list.html:44
@@ -1544,8 +1590,8 @@ msgstr ""
 #: templates/account_groups/fragments/list.html:47
 #: templates/accounts/fragments/list.html:52
 #: templates/categories/fragments/table.html:41
-#: templates/cotton/transaction/item.html:146
-#: templates/cotton/transaction/item.html:165
+#: templates/cotton/transaction/item.html:149
+#: templates/cotton/transaction/item.html:168
 #: templates/cotton/ui/deleted_transactions_action_bar.html:57
 #: templates/cotton/ui/transactions_action_bar.html:88
 #: templates/currencies/fragments/list.html:48
@@ -1573,8 +1619,8 @@ msgstr ""
 #: templates/account_groups/fragments/list.html:48
 #: templates/accounts/fragments/list.html:53
 #: templates/categories/fragments/table.html:42
-#: templates/cotton/transaction/item.html:147
-#: templates/cotton/transaction/item.html:166
+#: templates/cotton/transaction/item.html:150
+#: templates/cotton/transaction/item.html:169
 #: templates/cotton/ui/deleted_transactions_action_bar.html:58
 #: templates/cotton/ui/transactions_action_bar.html:89
 #: templates/currencies/fragments/list.html:49
@@ -1595,8 +1641,8 @@ msgstr ""
 #: templates/account_groups/fragments/list.html:49
 #: templates/accounts/fragments/list.html:54
 #: templates/categories/fragments/table.html:43
-#: templates/cotton/transaction/item.html:148
-#: templates/cotton/transaction/item.html:167
+#: templates/cotton/transaction/item.html:151
+#: templates/cotton/transaction/item.html:170
 #: templates/currencies/fragments/list.html:50
 #: templates/dca/fragments/strategy/details.html:82
 #: templates/dca/fragments/strategy/list.html:48
@@ -1647,7 +1693,7 @@ msgstr ""
 msgid "Is Asset"
 msgstr ""
 
-#: templates/accounts/fragments/list.html:70
+#: templates/accounts/fragments/list.html:69
 msgid "No accounts"
 msgstr ""
 
@@ -1725,12 +1771,16 @@ msgstr ""
 msgid "Select"
 msgstr ""
 
-#: templates/cotton/transaction/item.html:134
+#: templates/cotton/transaction/item.html:56
+msgid "DCA"
+msgstr ""
+
+#: templates/cotton/transaction/item.html:137
 #: templates/cotton/ui/transactions_action_bar.html:78
 msgid "Duplicate"
 msgstr ""
 
-#: templates/cotton/transaction/item.html:155
+#: templates/cotton/transaction/item.html:158
 #: templates/cotton/ui/deleted_transactions_action_bar.html:47
 msgid "Restore"
 msgstr ""
@@ -2030,7 +2080,7 @@ msgid "Edit exchange rate"
 msgstr ""
 
 #: templates/exchange_rates/fragments/list.html:25
-#: templates/includes/navbar.html:58
+#: templates/includes/navbar.html:61
 #: templates/installment_plans/fragments/list.html:21
 #: templates/yearly_overview/pages/overview_by_account.html:92
 #: templates/yearly_overview/pages/overview_by_currency.html:94
@@ -2060,7 +2110,7 @@ msgstr ""
 
 #: templates/exchange_rates_services/fragments/list.html:6
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/navbar.html:133
+#: templates/includes/navbar.html:136
 msgid "Automatic Exchange Rates"
 msgstr ""
 
@@ -2197,52 +2247,56 @@ msgstr ""
 msgid "Current"
 msgstr ""
 
-#: templates/includes/navbar.html:63
+#: templates/includes/navbar.html:50
+msgid "Insights"
+msgstr ""
+
+#: templates/includes/navbar.html:66
 msgid "Trash Can"
 msgstr ""
 
-#: templates/includes/navbar.html:79
+#: templates/includes/navbar.html:82
 msgid "Tools"
 msgstr ""
 
-#: templates/includes/navbar.html:83
+#: templates/includes/navbar.html:86
 msgid "Dollar Cost Average Tracker"
 msgstr ""
 
-#: templates/includes/navbar.html:86
+#: templates/includes/navbar.html:89
 #: templates/mini_tools/unit_price_calculator.html:5
 #: templates/mini_tools/unit_price_calculator.html:10
 msgid "Unit Price Calculator"
 msgstr ""
 
-#: templates/includes/navbar.html:89
+#: templates/includes/navbar.html:92
 #: templates/mini_tools/currency_converter/currency_converter.html:8
 #: templates/mini_tools/currency_converter/currency_converter.html:15
 msgid "Currency Converter"
 msgstr ""
 
-#: templates/includes/navbar.html:98
+#: templates/includes/navbar.html:101
 msgid "Management"
 msgstr ""
 
-#: templates/includes/navbar.html:127
+#: templates/includes/navbar.html:130
 msgid "Automation"
 msgstr ""
 
-#: templates/includes/navbar.html:129 templates/rules/fragments/list.html:5
+#: templates/includes/navbar.html:132 templates/rules/fragments/list.html:5
 #: templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr ""
 
-#: templates/includes/navbar.html:143
+#: templates/includes/navbar.html:146
 msgid "Only use this if you know what you're doing"
 msgstr ""
 
-#: templates/includes/navbar.html:144
+#: templates/includes/navbar.html:147
 msgid "Django Admin"
 msgstr ""
 
-#: templates/includes/navbar.html:153
+#: templates/includes/navbar.html:156
 msgid "Calculator"
 msgstr ""
 
@@ -2274,6 +2328,44 @@ msgstr ""
 msgid "Confirm"
 msgstr ""
 
+#: templates/insights/fragments/sankey.html:83
+msgid "From"
+msgstr ""
+
+#: templates/insights/fragments/sankey.html:86
+msgid "Percentage"
+msgstr ""
+
+#: templates/insights/pages/index.html:33
+msgid "Month"
+msgstr ""
+
+#: templates/insights/pages/index.html:36
+#: templates/yearly_overview/pages/overview_by_account.html:61
+#: templates/yearly_overview/pages/overview_by_currency.html:63
+msgid "Year"
+msgstr ""
+
+#: templates/insights/pages/index.html:39
+msgid "Month Range"
+msgstr ""
+
+#: templates/insights/pages/index.html:42
+msgid "Year Range"
+msgstr ""
+
+#: templates/insights/pages/index.html:45
+msgid "Date Range"
+msgstr ""
+
+#: templates/insights/pages/index.html:74
+msgid "Account Flow"
+msgstr ""
+
+#: templates/insights/pages/index.html:81
+msgid "Currency Flow"
+msgstr ""
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr ""
@@ -2575,10 +2667,6 @@ msgstr ""
 msgid "Edit tag"
 msgstr ""
 
-#: templates/tags/fragments/table.html:53
-msgid "No tags"
-msgstr ""
-
 #: templates/transactions/fragments/add.html:5
 #: templates/transactions/pages/add.html:5
 msgid "New transaction"
@@ -2642,8 +2730,3 @@ msgstr ""
 #: templates/yearly_overview/pages/overview_by_currency.html:9
 msgid "Yearly Overview"
 msgstr ""
-
-#: templates/yearly_overview/pages/overview_by_account.html:61
-#: templates/yearly_overview/pages/overview_by_currency.html:63
-msgid "Year"
-msgstr ""

app/locale/pt_BR/LC_MESSAGES/django.po

@@ -8,8 +8,8 @@ msgid ""
 msgstr ""
 "Project-Id-Version: \n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-02-09 17:27-0300\n"
-"PO-Revision-Date: 2025-02-09 17:30-0300\n"
+"POT-Creation-Date: 2025-02-16 00:03-0300\n"
+"PO-Revision-Date: 2025-02-16 00:04-0300\n"
 "Last-Translator: Herculino Trotta\n"
 "Language-Team: \n"
 "Language: pt_BR\n"
@@ -25,7 +25,7 @@ msgstr "Nome do grupo"
 
 #: apps/accounts/forms.py:40 apps/accounts/forms.py:96
 #: apps/currencies/forms.py:53 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:142 apps/dca/forms.py:41 apps/dca/forms.py:93
+#: apps/currencies/forms.py:142 apps/dca/forms.py:49 apps/dca/forms.py:224
 #: apps/import_app/forms.py:34 apps/rules/forms.py:45 apps/rules/forms.py:87
 #: apps/rules/forms.py:359 apps/transactions/forms.py:190
 #: apps/transactions/forms.py:257 apps/transactions/forms.py:581
@@ -35,9 +35,9 @@ msgid "Update"
 msgstr "Atualizar"
 
 #: apps/accounts/forms.py:48 apps/accounts/forms.py:104
-#: apps/common/widgets/tom_select.py:12 apps/currencies/forms.py:61
+#: apps/common/widgets/tom_select.py:13 apps/currencies/forms.py:61
 #: apps/currencies/forms.py:99 apps/currencies/forms.py:150
-#: apps/dca/forms.py:49 apps/dca/forms.py:102 apps/import_app/forms.py:42
+#: apps/dca/forms.py:57 apps/dca/forms.py:232 apps/import_app/forms.py:42
 #: apps/rules/forms.py:53 apps/rules/forms.py:95 apps/rules/forms.py:367
 #: apps/transactions/forms.py:174 apps/transactions/forms.py:199
 #: apps/transactions/forms.py:589 apps/transactions/forms.py:632
@@ -69,30 +69,32 @@ msgstr "Grupo da Conta"
 msgid "New balance"
 msgstr "Novo saldo"
 
-#: apps/accounts/forms.py:119 apps/rules/forms.py:168 apps/rules/forms.py:183
-#: apps/rules/models.py:32 apps/rules/models.py:280
-#: apps/transactions/forms.py:39 apps/transactions/forms.py:291
-#: apps/transactions/forms.py:298 apps/transactions/forms.py:478
-#: apps/transactions/forms.py:723 apps/transactions/models.py:159
-#: apps/transactions/models.py:328 apps/transactions/models.py:508
+#: apps/accounts/forms.py:119 apps/dca/forms.py:85 apps/dca/forms.py:92
+#: apps/rules/forms.py:168 apps/rules/forms.py:183 apps/rules/models.py:32
+#: apps/rules/models.py:280 apps/transactions/forms.py:39
+#: apps/transactions/forms.py:291 apps/transactions/forms.py:298
+#: apps/transactions/forms.py:478 apps/transactions/forms.py:723
+#: apps/transactions/models.py:203 apps/transactions/models.py:378
+#: apps/transactions/models.py:558
 msgid "Category"
 msgstr "Categoria"
 
-#: apps/accounts/forms.py:126 apps/rules/forms.py:171 apps/rules/forms.py:180
-#: apps/rules/models.py:33 apps/rules/models.py:284
-#: apps/transactions/filters.py:74 apps/transactions/forms.py:47
-#: apps/transactions/forms.py:307 apps/transactions/forms.py:315
-#: apps/transactions/forms.py:471 apps/transactions/forms.py:716
-#: apps/transactions/models.py:165 apps/transactions/models.py:330
-#: apps/transactions/models.py:512 templates/includes/navbar.html:105
-#: templates/tags/fragments/list.html:5 templates/tags/pages/index.html:4
+#: apps/accounts/forms.py:126 apps/dca/forms.py:101 apps/dca/forms.py:109
+#: apps/rules/forms.py:171 apps/rules/forms.py:180 apps/rules/models.py:33
+#: apps/rules/models.py:284 apps/transactions/filters.py:74
+#: apps/transactions/forms.py:47 apps/transactions/forms.py:307
+#: apps/transactions/forms.py:315 apps/transactions/forms.py:471
+#: apps/transactions/forms.py:716 apps/transactions/models.py:209
+#: apps/transactions/models.py:380 apps/transactions/models.py:562
+#: templates/includes/navbar.html:108 templates/tags/fragments/list.html:5
+#: templates/tags/pages/index.html:4
 msgid "Tags"
 msgstr "Tags"
 
 #: apps/accounts/models.py:9 apps/accounts/models.py:21 apps/dca/models.py:14
 #: apps/import_app/models.py:14 apps/rules/models.py:10
-#: apps/transactions/models.py:67 apps/transactions/models.py:87
-#: apps/transactions/models.py:106
+#: apps/transactions/models.py:111 apps/transactions/models.py:131
+#: apps/transactions/models.py:150
 #: templates/account_groups/fragments/list.html:25
 #: templates/accounts/fragments/list.html:25
 #: templates/categories/fragments/table.html:16
@@ -113,7 +115,7 @@ msgstr "Grupo da Conta"
 
 #: apps/accounts/models.py:13 templates/account_groups/fragments/list.html:5
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/navbar.html:115
+#: templates/includes/navbar.html:118
 msgid "Account Groups"
 msgstr "Grupos da Conta"
 
@@ -157,15 +159,15 @@ msgstr ""
 #: apps/accounts/models.py:59 apps/rules/forms.py:160 apps/rules/forms.py:173
 #: apps/rules/models.py:24 apps/rules/models.py:236
 #: apps/transactions/forms.py:59 apps/transactions/forms.py:463
-#: apps/transactions/forms.py:708 apps/transactions/models.py:132
-#: apps/transactions/models.py:288 apps/transactions/models.py:490
+#: apps/transactions/forms.py:708 apps/transactions/models.py:176
+#: apps/transactions/models.py:338 apps/transactions/models.py:540
 msgid "Account"
 msgstr "Conta"
 
 #: apps/accounts/models.py:60 apps/transactions/filters.py:53
 #: templates/accounts/fragments/list.html:5
-#: templates/accounts/pages/index.html:4 templates/includes/navbar.html:111
-#: templates/includes/navbar.html:113
+#: templates/accounts/pages/index.html:4 templates/includes/navbar.html:114
+#: templates/includes/navbar.html:116
 #: templates/monthly_overview/pages/overview.html:94
 #: templates/transactions/fragments/summary.html:12
 #: templates/transactions/pages/transactions.html:72
@@ -236,13 +238,13 @@ msgstr "Dados da entidade inválidos. Forneça um ID ou nome."
 msgid "Either 'date' or 'reference_date' must be provided."
 msgstr "É necessário fornecer “date” ou “reference_date”."
 
-#: apps/common/fields/forms/dynamic_select.py:127
-#: apps/common/fields/forms/dynamic_select.py:163
+#: apps/common/fields/forms/dynamic_select.py:131
+#: apps/common/fields/forms/dynamic_select.py:167
 msgid "Error creating new instance"
 msgstr "Erro criando nova instância"
 
 #: apps/common/fields/forms/grouped_select.py:24
-#: apps/common/widgets/tom_select.py:91 apps/common/widgets/tom_select.py:94
+#: apps/common/widgets/tom_select.py:92 apps/common/widgets/tom_select.py:95
 msgid "Ungrouped"
 msgstr "Não agrupado"
 
@@ -334,6 +336,7 @@ msgid "Cache cleared successfully"
 msgstr "Cache limpo com sucesso"
 
 #: apps/common/widgets/datepicker.py:47 apps/common/widgets/datepicker.py:186
+#: apps/common/widgets/datepicker.py:244
 msgid "Today"
 msgstr "Hoje"
 
@@ -341,18 +344,18 @@ msgstr "Hoje"
 msgid "Now"
 msgstr "Agora"
 
-#: apps/common/widgets/tom_select.py:10
+#: apps/common/widgets/tom_select.py:11
 msgid "Remove"
 msgstr "Remover"
 
-#: apps/common/widgets/tom_select.py:14
+#: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:174
 #: templates/monthly_overview/pages/overview.html:172
 #: templates/transactions/pages/transactions.html:17
 msgid "Clear"
 msgstr "Limpar"
 
-#: apps/common/widgets/tom_select.py:15
+#: apps/common/widgets/tom_select.py:16
 msgid "No results..."
 msgstr "Sem resultados..."
 
@@ -367,7 +370,7 @@ msgstr "Sufixo"
 #: apps/currencies/forms.py:69 apps/dca/models.py:156 apps/rules/forms.py:163
 #: apps/rules/forms.py:176 apps/rules/models.py:27 apps/rules/models.py:248
 #: apps/transactions/forms.py:63 apps/transactions/forms.py:319
-#: apps/transactions/models.py:142
+#: apps/transactions/models.py:186
 #: templates/dca/fragments/strategy/details.html:52
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:10
@@ -388,8 +391,8 @@ msgstr "Casas Decimais"
 
 #: apps/currencies/models.py:40 apps/transactions/filters.py:60
 #: templates/currencies/fragments/list.html:5
-#: templates/currencies/pages/index.html:4 templates/includes/navbar.html:119
-#: templates/includes/navbar.html:121
+#: templates/currencies/pages/index.html:4 templates/includes/navbar.html:122
+#: templates/includes/navbar.html:124
 #: templates/monthly_overview/pages/overview.html:81
 #: templates/transactions/fragments/summary.html:8
 #: templates/transactions/pages/transactions.html:59
@@ -418,7 +421,7 @@ msgstr "Data e Tempo"
 
 #: apps/currencies/models.py:74 templates/exchange_rates/fragments/list.html:6
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/navbar.html:123
+#: templates/includes/navbar.html:126
 msgid "Exchange Rates"
 msgstr "Taxas de Câmbio"
 
@@ -446,8 +449,8 @@ msgstr "Nome do Serviço"
 msgid "Service Type"
 msgstr "Tipo de Serviço"
 
-#: apps/currencies/models.py:107 apps/transactions/models.py:71
-#: apps/transactions/models.py:90 apps/transactions/models.py:109
+#: apps/currencies/models.py:107 apps/transactions/models.py:115
+#: apps/transactions/models.py:134 apps/transactions/models.py:153
 #: templates/categories/fragments/list.html:21
 #: templates/entities/fragments/list.html:21
 #: templates/recurring_transactions/fragments/list.html:21
@@ -573,6 +576,48 @@ msgstr "Serviço apagado com sucesso"
 msgid "Services queued successfully"
 msgstr "Serviços marcados para execução com sucesso"
 
+#: apps/dca/forms.py:65 apps/dca/forms.py:164
+msgid "Create transaction"
+msgstr "Criar transação"
+
+#: apps/dca/forms.py:70 apps/transactions/forms.py:266
+msgid "From Account"
+msgstr "Conta de origem"
+
+#: apps/dca/forms.py:76 apps/transactions/forms.py:271
+msgid "To Account"
+msgstr "Conta de destino"
+
+#: apps/dca/forms.py:116 apps/dca/models.py:169
+msgid "Expense Transaction"
+msgstr "Transação de saída"
+
+#: apps/dca/forms.py:120 apps/dca/forms.py:130
+msgid "Type to search for a transaction to link to this entry"
+msgstr "Digite para buscar uma transação para conectar à esta entrada"
+
+#: apps/dca/forms.py:126 apps/dca/models.py:177
+msgid "Income Transaction"
+msgstr "Transação de entrada"
+
+#: apps/dca/forms.py:210
+msgid "Link transaction"
+msgstr "Conectar transação"
+
+#: apps/dca/forms.py:279 apps/dca/forms.py:280 apps/dca/forms.py:285
+#: apps/dca/forms.py:289
+msgid "You must provide an account."
+msgstr "Você deve informar uma conta."
+
+#: apps/dca/forms.py:294 apps/transactions/forms.py:413
+msgid "From and To accounts must be different."
+msgstr "As contas De e Para devem ser diferentes."
+
+#: apps/dca/forms.py:308
+#, python-format
+msgid "DCA for %(strategy_name)s"
+msgstr "CMP para %(strategy_name)s"
+
 #: apps/dca/models.py:17
 msgid "Target Currency"
 msgstr "Moeda de destino"
@@ -583,8 +628,8 @@ msgstr "Moeda de pagamento"
 
 #: apps/dca/models.py:27 apps/dca/models.py:179 apps/rules/forms.py:167
 #: apps/rules/forms.py:182 apps/rules/models.py:31 apps/rules/models.py:264
-#: apps/transactions/forms.py:333 apps/transactions/models.py:155
-#: apps/transactions/models.py:337 apps/transactions/models.py:518
+#: apps/transactions/forms.py:333 apps/transactions/models.py:199
+#: apps/transactions/models.py:387 apps/transactions/models.py:568
 msgid "Notes"
 msgstr "Notas"
 
@@ -608,14 +653,6 @@ msgstr "Quantia paga"
 msgid "Amount Received"
 msgstr "Quantia recebida"
 
-#: apps/dca/models.py:169
-msgid "Expense Transaction"
-msgstr "Transação de saída"
-
-#: apps/dca/models.py:177
-msgid "Income Transaction"
-msgstr "Transação de entrada"
-
 #: apps/dca/models.py:184
 msgid "DCA Entry"
 msgstr "Entrada CMP"
@@ -636,15 +673,15 @@ msgstr "Estratégia CMP atualizada com sucesso"
 msgid "DCA strategy deleted successfully"
 msgstr "Estratégia CMP apagada com sucesso"
 
-#: apps/dca/views.py:163
+#: apps/dca/views.py:161
 msgid "Entry added successfully"
 msgstr "Entrada adicionada com sucesso"
 
-#: apps/dca/views.py:190
+#: apps/dca/views.py:188
 msgid "Entry updated successfully"
 msgstr "Entrada atualizada com sucesso"
 
-#: apps/dca/views.py:216
+#: apps/dca/views.py:214
 msgid "Entry deleted successfully"
 msgstr "Entrada apagada com sucesso"
 
@@ -654,7 +691,7 @@ msgstr "Selecione um arquivo"
 
 #: apps/import_app/forms.py:61
 #: templates/import_app/fragments/profiles/list.html:62
-#: templates/includes/navbar.html:131
+#: templates/includes/navbar.html:134
 msgid "Import"
 msgstr "Importar"
 
@@ -722,6 +759,15 @@ msgstr "Importação adicionada à fila com sucesso"
 msgid "Run deleted successfully"
 msgstr "Importação apagada com sucesso"
 
+#: apps/insights/utils/sankey.py:37 apps/insights/utils/sankey.py:154
+msgid "Uncategorized"
+msgstr "Sem categoria"
+
+#: apps/insights/utils/sankey.py:118 apps/insights/utils/sankey.py:119
+#: apps/insights/utils/sankey.py:234 apps/insights/utils/sankey.py:235
+msgid "Saved"
+msgstr "Salvo"
+
 #: apps/rules/forms.py:20
 msgid "Run on creation"
 msgstr "Rodar na criação"
@@ -738,7 +784,7 @@ msgstr "Se..."
 msgid "Set field"
 msgstr "Definir campo"
 
-#: apps/rules/forms.py:65
+#: apps/rules/forms.py:65 templates/insights/fragments/sankey.html:84
 msgid "To"
 msgstr "Para"
 
@@ -755,14 +801,14 @@ msgid "Operator"
 msgstr "Operador"
 
 #: apps/rules/forms.py:161 apps/rules/forms.py:174 apps/rules/models.py:25
-#: apps/rules/models.py:240 apps/transactions/models.py:139
-#: apps/transactions/models.py:293 apps/transactions/models.py:496
+#: apps/rules/models.py:240 apps/transactions/models.py:183
+#: apps/transactions/models.py:343 apps/transactions/models.py:546
 msgid "Type"
 msgstr "Tipo"
 
 #: apps/rules/forms.py:162 apps/rules/forms.py:175 apps/rules/models.py:26
 #: apps/rules/models.py:244 apps/transactions/filters.py:23
-#: apps/transactions/models.py:141 templates/cotton/transaction/item.html:21
+#: apps/transactions/models.py:185 templates/cotton/transaction/item.html:21
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:12
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:16
@@ -772,41 +818,41 @@ msgstr "Pago"
 #: apps/rules/forms.py:164 apps/rules/forms.py:177 apps/rules/models.py:28
 #: apps/rules/models.py:252 apps/transactions/forms.py:66
 #: apps/transactions/forms.py:322 apps/transactions/forms.py:492
-#: apps/transactions/models.py:143 apps/transactions/models.py:311
-#: apps/transactions/models.py:520
+#: apps/transactions/models.py:187 apps/transactions/models.py:361
+#: apps/transactions/models.py:570
 msgid "Reference Date"
 msgstr "Data de Referência"
 
 #: apps/rules/forms.py:165 apps/rules/forms.py:178 apps/rules/models.py:29
-#: apps/rules/models.py:256 apps/transactions/models.py:148
-#: apps/transactions/models.py:501
+#: apps/rules/models.py:256 apps/transactions/models.py:192
+#: apps/transactions/models.py:551 templates/insights/fragments/sankey.html:85
 msgid "Amount"
 msgstr "Quantia"
 
 #: apps/rules/forms.py:166 apps/rules/forms.py:179 apps/rules/models.py:11
 #: apps/rules/models.py:30 apps/rules/models.py:260
-#: apps/transactions/forms.py:325 apps/transactions/models.py:153
-#: apps/transactions/models.py:295 apps/transactions/models.py:504
+#: apps/transactions/forms.py:325 apps/transactions/models.py:197
+#: apps/transactions/models.py:345 apps/transactions/models.py:554
 msgid "Description"
 msgstr "Descrição"
 
 #: apps/rules/forms.py:169 apps/rules/forms.py:184 apps/rules/models.py:268
-#: apps/transactions/models.py:192
+#: apps/transactions/models.py:236
 msgid "Internal Note"
 msgstr "Nota Interna"
 
 #: apps/rules/forms.py:170 apps/rules/forms.py:185 apps/rules/models.py:272
-#: apps/transactions/models.py:194
+#: apps/transactions/models.py:238
 msgid "Internal ID"
 msgstr "ID Interna"
 
 #: apps/rules/forms.py:172 apps/rules/forms.py:181 apps/rules/models.py:34
 #: apps/rules/models.py:276 apps/transactions/filters.py:81
 #: apps/transactions/forms.py:55 apps/transactions/forms.py:486
-#: apps/transactions/forms.py:731 apps/transactions/models.py:117
-#: apps/transactions/models.py:170 apps/transactions/models.py:333
-#: apps/transactions/models.py:515 templates/entities/fragments/list.html:5
-#: templates/entities/pages/index.html:4 templates/includes/navbar.html:107
+#: apps/transactions/forms.py:731 apps/transactions/models.py:161
+#: apps/transactions/models.py:214 apps/transactions/models.py:383
+#: apps/transactions/models.py:565 templates/entities/fragments/list.html:5
+#: templates/entities/pages/index.html:4 templates/includes/navbar.html:110
 msgid "Entities"
 msgstr "Entidades"
 
@@ -962,7 +1008,7 @@ msgid "Transaction Type"
 msgstr "Tipo de Transação"
 
 #: apps/transactions/filters.py:67 templates/categories/fragments/list.html:5
-#: templates/categories/pages/index.html:4 templates/includes/navbar.html:103
+#: templates/categories/pages/index.html:4 templates/includes/navbar.html:106
 msgid "Categories"
 msgstr "Categorias"
 
@@ -990,14 +1036,6 @@ msgstr "Quantia máxima"
 msgid "More"
 msgstr "Mais"
 
-#: apps/transactions/forms.py:266
-msgid "From Account"
-msgstr "Conta de origem"
-
-#: apps/transactions/forms.py:271
-msgid "To Account"
-msgstr "Conta de destino"
-
 #: apps/transactions/forms.py:278
 msgid "From Amount"
 msgstr "Quantia de origem"
@@ -1011,10 +1049,6 @@ msgstr "Quantia de destino"
 msgid "Transfer"
 msgstr "Transferir"
 
-#: apps/transactions/forms.py:413
-msgid "From and To accounts must be different."
-msgstr "As contas De e Para devem ser diferentes."
-
 #: apps/transactions/forms.py:610
 msgid "Tag name"
 msgstr "Nome da Tag"
@@ -1035,11 +1069,11 @@ msgstr "As categorias silenciadas não serão contabilizadas em seu total mensal
 msgid "End date should be after the start date"
 msgstr "Data final deve ser após data inicial"
 
-#: apps/transactions/models.py:68
+#: apps/transactions/models.py:112
 msgid "Mute"
 msgstr "Silenciada"
 
-#: apps/transactions/models.py:73
+#: apps/transactions/models.py:117
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"
@@ -1047,25 +1081,25 @@ msgstr ""
 "As categorias desativadas não poderão ser selecionadas ao criar novas "
 "transações"
 
-#: apps/transactions/models.py:78
+#: apps/transactions/models.py:122
 msgid "Transaction Category"
 msgstr "Categoria da Transação"
 
-#: apps/transactions/models.py:79
+#: apps/transactions/models.py:123
 msgid "Transaction Categories"
 msgstr "Categorias da Trasanção"
 
-#: apps/transactions/models.py:92
+#: apps/transactions/models.py:136
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""
 "As tags desativadas não poderão ser selecionadas ao criar novas transações"
 
-#: apps/transactions/models.py:97 apps/transactions/models.py:98
+#: apps/transactions/models.py:141 apps/transactions/models.py:142
 msgid "Transaction Tags"
 msgstr "Tags da Transação"
 
-#: apps/transactions/models.py:111
+#: apps/transactions/models.py:155
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"
@@ -1073,11 +1107,11 @@ msgstr ""
 "As entidades desativadas não poderão ser selecionadas ao criar novas "
 "transações"
 
-#: apps/transactions/models.py:116
+#: apps/transactions/models.py:160
 msgid "Entity"
 msgstr "Entidade"
 
-#: apps/transactions/models.py:126
+#: apps/transactions/models.py:170
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1087,7 +1121,7 @@ msgstr "Entidade"
 msgid "Income"
 msgstr "Renda"
 
-#: apps/transactions/models.py:127
+#: apps/transactions/models.py:171
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1096,123 +1130,135 @@ msgstr "Renda"
 msgid "Expense"
 msgstr "Despesa"
 
-#: apps/transactions/models.py:181 apps/transactions/models.py:340
+#: apps/transactions/models.py:225 apps/transactions/models.py:390
 msgid "Installment Plan"
 msgstr "Parcelamento"
 
-#: apps/transactions/models.py:190 apps/transactions/models.py:541
+#: apps/transactions/models.py:234 apps/transactions/models.py:591
 msgid "Recurring Transaction"
 msgstr "Transação Recorrente"
 
-#: apps/transactions/models.py:198
+#: apps/transactions/models.py:242
 msgid "Deleted"
 msgstr "Apagado"
 
-#: apps/transactions/models.py:203
+#: apps/transactions/models.py:247
 msgid "Deleted At"
 msgstr "Apagado Em"
 
-#: apps/transactions/models.py:211
+#: apps/transactions/models.py:255
 msgid "Transaction"
 msgstr "Transação"
 
-#: apps/transactions/models.py:212 templates/includes/navbar.html:54
-#: templates/includes/navbar.html:101
+#: apps/transactions/models.py:256 templates/includes/navbar.html:57
+#: templates/includes/navbar.html:104
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
 #: templates/transactions/pages/transactions.html:5
 msgid "Transactions"
 msgstr "Transações"
 
-#: apps/transactions/models.py:282
+#: apps/transactions/models.py:323 templates/tags/fragments/table.html:53
+msgid "No tags"
+msgstr "Nenhuma tag"
+
+#: apps/transactions/models.py:324
+msgid "No category"
+msgstr "Sem categoria"
+
+#: apps/transactions/models.py:326
+msgid "No description"
+msgstr "Sem descrição"
+
+#: apps/transactions/models.py:332
 msgid "Yearly"
 msgstr "Anual"
 
-#: apps/transactions/models.py:283 apps/users/models.py:26
+#: apps/transactions/models.py:333 apps/users/models.py:26
 #: templates/includes/navbar.html:26
 msgid "Monthly"
 msgstr "Mensal"
 
-#: apps/transactions/models.py:284
+#: apps/transactions/models.py:334
 msgid "Weekly"
 msgstr "Semanal"
 
-#: apps/transactions/models.py:285
+#: apps/transactions/models.py:335
 msgid "Daily"
 msgstr "Diária"
 
-#: apps/transactions/models.py:298
+#: apps/transactions/models.py:348
 msgid "Number of Installments"
 msgstr "Número de Parcelas"
 
-#: apps/transactions/models.py:303
+#: apps/transactions/models.py:353
 msgid "Installment Start"
 msgstr "Parcela inicial"
 
-#: apps/transactions/models.py:304
+#: apps/transactions/models.py:354
 msgid "The installment number to start counting from"
 msgstr "O número da parcela a partir do qual se inicia a contagem"
 
-#: apps/transactions/models.py:309 apps/transactions/models.py:524
+#: apps/transactions/models.py:359 apps/transactions/models.py:574
 msgid "Start Date"
 msgstr "Data de Início"
 
-#: apps/transactions/models.py:313 apps/transactions/models.py:525
+#: apps/transactions/models.py:363 apps/transactions/models.py:575
 msgid "End Date"
 msgstr "Data Final"
 
-#: apps/transactions/models.py:318
+#: apps/transactions/models.py:368
 msgid "Recurrence"
 msgstr "Recorrência"
 
-#: apps/transactions/models.py:321
+#: apps/transactions/models.py:371
 msgid "Installment Amount"
 msgstr "Valor da Parcela"
 
-#: apps/transactions/models.py:341 templates/includes/navbar.html:69
+#: apps/transactions/models.py:391 templates/includes/navbar.html:72
 #: templates/installment_plans/fragments/list.html:5
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
 msgstr "Parcelamentos"
 
-#: apps/transactions/models.py:483
+#: apps/transactions/models.py:533
 msgid "day(s)"
 msgstr "dia(s)"
 
-#: apps/transactions/models.py:484
+#: apps/transactions/models.py:534
 msgid "week(s)"
 msgstr "semana(s)"
 
-#: apps/transactions/models.py:485
+#: apps/transactions/models.py:535
 msgid "month(s)"
 msgstr "mês(es)"
 
-#: apps/transactions/models.py:486
+#: apps/transactions/models.py:536
 msgid "year(s)"
 msgstr "ano(s)"
 
-#: apps/transactions/models.py:488
+#: apps/transactions/models.py:538
 #: templates/recurring_transactions/fragments/list.html:24
 msgid "Paused"
 msgstr "Pausado"
 
-#: apps/transactions/models.py:527
+#: apps/transactions/models.py:577
 msgid "Recurrence Type"
 msgstr "Tipo de recorrência"
 
-#: apps/transactions/models.py:530
+#: apps/transactions/models.py:580
 msgid "Recurrence Interval"
 msgstr "Intervalo de recorrência"
 
-#: apps/transactions/models.py:534
+#: apps/transactions/models.py:584
 msgid "Last Generated Date"
 msgstr "Última data gerada"
 
-#: apps/transactions/models.py:537
+#: apps/transactions/models.py:587
 msgid "Last Generated Reference Date"
 msgstr "Última data de referência gerada"
 
-#: apps/transactions/models.py:542 templates/includes/navbar.html:71
+#: apps/transactions/models.py:592 templates/includes/navbar.html:74
 #: templates/recurring_transactions/fragments/list.html:5
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
@@ -1228,35 +1274,35 @@ msgstr "%(value)s tem muitas casas decimais. O máximo é 30."
 msgid "%(value)s is not a non-negative number"
 msgstr "%(value)s não é um número positivo"
 
-#: apps/transactions/views/actions.py:23
+#: apps/transactions/views/actions.py:24
 #, python-format
 msgid "%(count)s transaction marked as paid"
 msgid_plural "%(count)s transactions marked as paid"
 msgstr[0] "%(count)s transação marcada como paga"
 msgstr[1] "%(count)s transações marcadas como paga"
 
-#: apps/transactions/views/actions.py:47
+#: apps/transactions/views/actions.py:48
 #, python-format
 msgid "%(count)s transaction marked as not paid"
 msgid_plural "%(count)s transactions marked as not paid"
 msgstr[0] "%(count)s transação marcada como não paga"
 msgstr[1] "%(count)s transações marcadas como não paga"
 
-#: apps/transactions/views/actions.py:71
+#: apps/transactions/views/actions.py:72
 #, python-format
 msgid "%(count)s transaction deleted successfully"
 msgid_plural "%(count)s transactions deleted successfully"
 msgstr[0] "%(count)s transação apagada com sucesso"
 msgstr[1] "%(count)s transações apagadas com sucesso"
 
-#: apps/transactions/views/actions.py:95
+#: apps/transactions/views/actions.py:96
 #, python-format
 msgid "%(count)s transaction restored successfully"
 msgid_plural "%(count)s transactions restored successfully"
 msgstr[0] "%(count)s transação restaurada com sucesso"
 msgstr[1] "%(count)s transações restauradas com sucesso"
 
-#: apps/transactions/views/actions.py:130
+#: apps/transactions/views/actions.py:131
 #, python-format
 msgid "%(count)s transaction duplicated successfully"
 msgid_plural "%(count)s transactions duplicated successfully"
@@ -1517,7 +1563,7 @@ msgstr "Ações"
 #: templates/account_groups/fragments/list.html:36
 #: templates/accounts/fragments/list.html:41
 #: templates/categories/fragments/table.html:29
-#: templates/cotton/transaction/item.html:127
+#: templates/cotton/transaction/item.html:130
 #: templates/cotton/ui/transactions_action_bar.html:49
 #: templates/currencies/fragments/list.html:37
 #: templates/dca/fragments/strategy/details.html:67
@@ -1539,8 +1585,8 @@ msgstr "Editar"
 #: templates/account_groups/fragments/list.html:43
 #: templates/accounts/fragments/list.html:48
 #: templates/categories/fragments/table.html:36
-#: templates/cotton/transaction/item.html:142
-#: templates/cotton/transaction/item.html:161
+#: templates/cotton/transaction/item.html:145
+#: templates/cotton/transaction/item.html:164
 #: templates/cotton/ui/deleted_transactions_action_bar.html:55
 #: templates/cotton/ui/transactions_action_bar.html:86
 #: templates/currencies/fragments/list.html:44
@@ -1565,8 +1611,8 @@ msgstr "Apagar"
 #: templates/account_groups/fragments/list.html:47
 #: templates/accounts/fragments/list.html:52
 #: templates/categories/fragments/table.html:41
-#: templates/cotton/transaction/item.html:146
-#: templates/cotton/transaction/item.html:165
+#: templates/cotton/transaction/item.html:149
+#: templates/cotton/transaction/item.html:168
 #: templates/cotton/ui/deleted_transactions_action_bar.html:57
 #: templates/cotton/ui/transactions_action_bar.html:88
 #: templates/currencies/fragments/list.html:48
@@ -1594,8 +1640,8 @@ msgstr "Tem certeza?"
 #: templates/account_groups/fragments/list.html:48
 #: templates/accounts/fragments/list.html:53
 #: templates/categories/fragments/table.html:42
-#: templates/cotton/transaction/item.html:147
-#: templates/cotton/transaction/item.html:166
+#: templates/cotton/transaction/item.html:150
+#: templates/cotton/transaction/item.html:169
 #: templates/cotton/ui/deleted_transactions_action_bar.html:58
 #: templates/cotton/ui/transactions_action_bar.html:89
 #: templates/currencies/fragments/list.html:49
@@ -1616,8 +1662,8 @@ msgstr "Você não será capaz de reverter isso!"
 #: templates/account_groups/fragments/list.html:49
 #: templates/accounts/fragments/list.html:54
 #: templates/categories/fragments/table.html:43
-#: templates/cotton/transaction/item.html:148
-#: templates/cotton/transaction/item.html:167
+#: templates/cotton/transaction/item.html:151
+#: templates/cotton/transaction/item.html:170
 #: templates/currencies/fragments/list.html:50
 #: templates/dca/fragments/strategy/details.html:82
 #: templates/dca/fragments/strategy/list.html:48
@@ -1668,7 +1714,7 @@ msgstr "Editar conta"
 msgid "Is Asset"
 msgstr "É ativo"
 
-#: templates/accounts/fragments/list.html:70
+#: templates/accounts/fragments/list.html:69
 msgid "No accounts"
 msgstr "Nenhuma conta"
 
@@ -1746,12 +1792,16 @@ msgstr "Buscar"
 msgid "Select"
 msgstr "Selecionar"
 
-#: templates/cotton/transaction/item.html:134
+#: templates/cotton/transaction/item.html:56
+msgid "DCA"
+msgstr "CMP"
+
+#: templates/cotton/transaction/item.html:137
 #: templates/cotton/ui/transactions_action_bar.html:78
 msgid "Duplicate"
 msgstr "Duplicar"
 
-#: templates/cotton/transaction/item.html:155
+#: templates/cotton/transaction/item.html:158
 #: templates/cotton/ui/deleted_transactions_action_bar.html:47
 msgid "Restore"
 msgstr "Restaurar"
@@ -2052,7 +2102,7 @@ msgid "Edit exchange rate"
 msgstr "Editar taxa de câmbio"
 
 #: templates/exchange_rates/fragments/list.html:25
-#: templates/includes/navbar.html:58
+#: templates/includes/navbar.html:61
 #: templates/installment_plans/fragments/list.html:21
 #: templates/yearly_overview/pages/overview_by_account.html:92
 #: templates/yearly_overview/pages/overview_by_currency.html:94
@@ -2082,7 +2132,7 @@ msgstr "Navegação por página"
 
 #: templates/exchange_rates_services/fragments/list.html:6
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/navbar.html:133
+#: templates/includes/navbar.html:136
 msgid "Automatic Exchange Rates"
 msgstr "Taxas de Câmbio Automáticas"
 
@@ -2221,52 +2271,56 @@ msgstr "Patrimônio"
 msgid "Current"
 msgstr "Atual"
 
-#: templates/includes/navbar.html:63
+#: templates/includes/navbar.html:50
+msgid "Insights"
+msgstr "Insights"
+
+#: templates/includes/navbar.html:66
 msgid "Trash Can"
 msgstr "Lixeira"
 
-#: templates/includes/navbar.html:79
+#: templates/includes/navbar.html:82
 msgid "Tools"
 msgstr "Ferramentas"
 
-#: templates/includes/navbar.html:83
+#: templates/includes/navbar.html:86
 msgid "Dollar Cost Average Tracker"
 msgstr "Rastreador de Custo Médio Ponderado"
 
-#: templates/includes/navbar.html:86
+#: templates/includes/navbar.html:89
 #: templates/mini_tools/unit_price_calculator.html:5
 #: templates/mini_tools/unit_price_calculator.html:10
 msgid "Unit Price Calculator"
 msgstr "Calculadora de preço unitário"
 
-#: templates/includes/navbar.html:89
+#: templates/includes/navbar.html:92
 #: templates/mini_tools/currency_converter/currency_converter.html:8
 #: templates/mini_tools/currency_converter/currency_converter.html:15
 msgid "Currency Converter"
 msgstr "Conversor de Moeda"
 
-#: templates/includes/navbar.html:98
+#: templates/includes/navbar.html:101
 msgid "Management"
 msgstr "Gerenciar"
 
-#: templates/includes/navbar.html:127
+#: templates/includes/navbar.html:130
 msgid "Automation"
 msgstr "Automação"
 
-#: templates/includes/navbar.html:129 templates/rules/fragments/list.html:5
+#: templates/includes/navbar.html:132 templates/rules/fragments/list.html:5
 #: templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr "Regras"
 
-#: templates/includes/navbar.html:143
+#: templates/includes/navbar.html:146
 msgid "Only use this if you know what you're doing"
 msgstr "Só use isso se você souber o que está fazendo"
 
-#: templates/includes/navbar.html:144
+#: templates/includes/navbar.html:147
 msgid "Django Admin"
 msgstr "Django Admin"
 
-#: templates/includes/navbar.html:153
+#: templates/includes/navbar.html:156
 msgid "Calculator"
 msgstr "Calculadora"
 
@@ -2299,6 +2353,44 @@ msgstr "Cancelar"
 msgid "Confirm"
 msgstr "Confirmar"
 
+#: templates/insights/fragments/sankey.html:83
+msgid "From"
+msgstr "De"
+
+#: templates/insights/fragments/sankey.html:86
+msgid "Percentage"
+msgstr "Porcentagem"
+
+#: templates/insights/pages/index.html:33
+msgid "Month"
+msgstr "Mês"
+
+#: templates/insights/pages/index.html:36
+#: templates/yearly_overview/pages/overview_by_account.html:61
+#: templates/yearly_overview/pages/overview_by_currency.html:63
+msgid "Year"
+msgstr "Ano"
+
+#: templates/insights/pages/index.html:39
+msgid "Month Range"
+msgstr "Intervalo de Mês"
+
+#: templates/insights/pages/index.html:42
+msgid "Year Range"
+msgstr "Intervalo de Ano"
+
+#: templates/insights/pages/index.html:45
+msgid "Date Range"
+msgstr "Intervalo de Data"
+
+#: templates/insights/pages/index.html:74
+msgid "Account Flow"
+msgstr "Fluxo de Conta"
+
+#: templates/insights/pages/index.html:81
+msgid "Currency Flow"
+msgstr "Fluxo de Moeda"
+
 #: templates/installment_plans/fragments/add.html:5
 msgid "Add installment plan"
 msgstr "Adicionar parcelamento"
@@ -2605,10 +2697,6 @@ msgstr "Adicionar tag"
 msgid "Edit tag"
 msgstr "Editar tag"
 
-#: templates/tags/fragments/table.html:53
-msgid "No tags"
-msgstr "Nenhuma tag"
-
 #: templates/transactions/fragments/add.html:5
 #: templates/transactions/pages/add.html:5
 msgid "New transaction"
@@ -2673,10 +2761,10 @@ msgstr "Mostrar valores"
 msgid "Yearly Overview"
 msgstr "Visão Anual"
 
-#: templates/yearly_overview/pages/overview_by_account.html:61
-#: templates/yearly_overview/pages/overview_by_currency.html:63
-msgid "Year"
-msgstr "Ano"
+#, fuzzy
+#~| msgid "Tags"
+#~ msgid "No Tags"
+#~ msgstr "Tags"
 
 #, fuzzy
 #~| msgid "Start Date"
@@ -2872,9 +2960,6 @@ msgstr "Ano"
 #~ msgid "Is an asset account?"
 #~ msgstr "É uma conta de ativos?"
 
-#~ msgid "Month"
-#~ msgstr "Mês"
-
 #~ msgid ""
 #~ "This transaction is part of a Installment Plan, you can't delete it "
 #~ "directly."

app/templates/cotton/transaction/item.html

@@ -44,13 +44,16 @@
           {#      Description#}
           <div class="mb-2 mb-lg-1 text-white tw-text-base">
             {% spaceless %}
-              <span>{{ transaction.description }}</span>
+              <span class="{% if transaction.description %}me-2{% endif %}">{{ transaction.description }}</span>
               {% if transaction.installment_plan and transaction.installment_id %}
                 <span
-                    class="badge text-bg-secondary ms-2">{{ transaction.installment_id }}/{{ transaction.installment_plan.installment_total_number }}</span>
+                    class="badge text-bg-secondary">{{ transaction.installment_id }}/{{ transaction.installment_plan.installment_total_number }}</span>
               {% endif %}
               {% if transaction.recurring_transaction %}
-                <span class="text-primary tw-text-xs ms-2"><i class="fa-solid fa-arrows-rotate fa-fw"></i></span>
+                <span class="text-primary tw-text-xs"><i class="fa-solid fa-arrows-rotate fa-fw"></i></span>
+              {% endif %}
+              {% if transaction.dca_expense_entries.all or transaction.dca_income_entries.all %}
+                <span class="badge text-bg-secondary">{% trans 'DCA' %}</span>
               {% endif %}
             {% endspaceless %}
           </div>

app/templates/includes/navbar.html

@@ -46,8 +46,11 @@
                    href="{% url 'net_worth_projected' %}">{% translate 'Projected' %}</a></li>
           </ul>
         </li>
+        <li class="nav-item">
+          <a class="nav-link {% active_link views='insights_index' %}" href="{% url 'insights_index' %}">{% trans 'Insights' %}</a>
+        </li>
         <li class="nav-item dropdown">
-          <a class="nav-link dropdown-toggle {% active_link views='installment_plans_index||recurring_trasanctions_index||transactions_all_index' %}"
+          <a class="nav-link dropdown-toggle {% active_link views='installment_plans_index||recurring_trasanctions_index||transactions_all_index||transactions_trash_index' %}"
              href="#" role="button"
              data-bs-toggle="dropdown"
              aria-expanded="false">
@@ -91,7 +94,7 @@
           </ul>
         </li>
         <li class="nav-item dropdown">
-          <a class="nav-link dropdown-toggle {% active_link views='tags_index||entities_index||categories_index||accounts_index||account_groups_index||currencies_index||exchange_rates_index||rules_index' %}"
+          <a class="nav-link dropdown-toggle {% active_link views='tags_index||entities_index||categories_index||accounts_index||account_groups_index||currencies_index||exchange_rates_index||rules_index||import_profiles_index||automatic_exchange_rates_index' %}"
              href="#" role="button"
              data-bs-toggle="dropdown"
              aria-expanded="false">

app/templates/includes/scripts/hyperscript/init_date_picker.html

@@ -17,6 +17,10 @@
       for x in datepickers
         MonthYearPicker(it)
       end
+      set datepickers to <.airyearpickerinput/> in me
+      for x in datepickers
+        YearPicker(it)
+      end
     end
   end
 </script>

app/templates/insights/fragments/sankey.html

@@ -0,0 +1,120 @@
+{% load i18n %}
+
+{% if type == 'account' %}
+<div class="show-loading" hx-get="{% url 'insights_sankey_by_account' %}" hx-trigger="updated from:window" hx-swap="outerHTML" hx-include="#picker-form, #picker-type">
+{% else %}
+<div class="show-loading" hx-get="{% url 'insights_sankey_by_currency' %}" hx-trigger="updated from:window" hx-swap="outerHTML" hx-include="#picker-form, #picker-type">
+{% endif %}
+  <div class="chart-container position-relative tw-min-h-[60vh] tw-max-h-[60vh] tw-h-full tw-w-full"
+       id="sankeyContainer"
+       _="init call setupSankeyChart() end">
+    <canvas id="sankeyChart"></canvas>
+  </div>
+</div>
+
+<script>
+    var data = {{ sankey_data|safe }};
+
+    function setupSankeyChart(chartId = 'sankeyChart') {
+        function formatCurrency(value, currency) {
+            return new Intl.NumberFormat(undefined, {
+                minimumFractionDigits: currency.decimal_places,
+                maximumFractionDigits: currency.decimal_places
+            }).format(value);
+        }
+
+        // Create labels object mapping node IDs to display names
+        const labels = data.nodes.reduce((acc, node) => {
+            acc[node.id] = node.name;
+            return acc;
+        }, {});
+
+        // Define colors for each node based on its type
+        const colors = {};
+        data.nodes.forEach(node => {
+            if (node.id.startsWith('income_')) {
+                colors[node.id] = '#4dde80';  // Green for income
+            } else if (node.id.startsWith('expense_')) {
+                colors[node.id] = '#f87171';  // Red for expenses
+            } else {
+                colors[node.id] = '#fbb700';  // Primary for others
+            }
+        });
+
+        // Color getter functions
+        const getColor = (nodeId) => colors[nodeId];
+        const getHover = (nodeId) => colors[nodeId];
+
+        // Format data for Chart.js
+        const chartData = {
+            datasets: [{
+                data: data.flows.map(flow => ({
+                    from: flow.from_node,
+                    to: flow.to_node,
+                    flow: flow.flow
+                })),
+                labels: labels,
+                colorFrom: (c) => getColor(c.dataset.data[c.dataIndex].from),
+                colorTo: (c) => getColor(c.dataset.data[c.dataIndex].to),
+                hoverColorFrom: (c) => getHover(c.dataset.data[c.dataIndex].from),
+                hoverColorTo: (c) => getHover(c.dataset.data[c.dataIndex].to),
+                colorMode: 'gradient',
+                alpha: 0.5,
+                size: 'max',
+                color: "white"
+            }]
+        };
+
+        const config = {
+            type: 'sankey',
+            data: chartData,
+            options: {
+                responsive: true,
+                maintainAspectRatio: false,
+                plugins: {
+                    tooltip: {
+                        callbacks: {
+                            label: (context) => {
+                                const flow = data.flows[context.dataIndex];
+                                const fromNode = data.nodes.find(n => n.id === flow.from_node);
+                                const toNode = data.nodes.find(n => n.id === flow.to_node);
+                                const formattedValue = formatCurrency(flow.original_amount, flow.currency);
+                                return [
+                                    `{% trans 'From' %}: ${fromNode.name}`,
+                                    `{% trans 'To' %}: ${toNode.name}`,
+                                    `{% trans 'Amount' %}: ${flow.currency.prefix}${formattedValue}${flow.currency.suffix}`,
+                                    `{% trans 'Percentage' %}: ${flow.percentage.toFixed(2)}%`
+                                ];
+                            }
+                        }
+                    },
+                    legend: {
+                        display: false
+                    },
+                    title: {
+                        display: false,
+                    }
+                }
+            }
+        };
+
+        // Destroy existing chart if it exists
+        const existingChart = Chart.getChart(chartId);
+        if (existingChart) {
+            existingChart.destroy();
+        }
+
+        // Create new chart
+        var chart = new Chart(
+            document.getElementById(chartId),
+            config
+        );
+        window.addEventListener('resize', () => {
+            chart.resize();
+        });
+        document.addEventListener('fullscreenchange', function () {
+            console.log('oi');
+            chart.resize();
+        });
+    }
+</script>

app/templates/insights/pages/index.html

@@ -0,0 +1,94 @@
+{% extends "layouts/base.html" %}
+{% load crispy_forms_tags %}
+{% load i18n %}
+
+{% block content %}
+  <div class="container-fluid">
+    <div class="row my-3">
+      <div class="col-lg-2 col-md-3 mb-3 mb-md-0">
+        <div class="">
+          <div class="mb-2 w-100 d-lg-inline-flex d-grid gap-2 flex-wrap justify-content-lg-center" role="group"
+               _="on change
+                    set type to event.target.value
+                    add .tw-hidden to <#picker-form > div:not(.tw-hidden)/>
+
+                    if type == 'month'
+                      remove .tw-hidden from #month-form
+                    end
+                    if type == 'year'
+                      remove .tw-hidden from #year-form
+                    end
+                    if type == 'month-range'
+                      remove .tw-hidden from #month-range-form
+                    end
+                    if type == 'year-range'
+                      remove .tw-hidden from #year-range-form
+                    end
+                    if type == 'date-range'
+                      remove .tw-hidden from #date-range-form
+                    end
+                    then trigger updated"
+               id="picker-type">
+            <input type="radio" class="btn-check" name="type" value="month" id="monthradio" autocomplete="off" checked>
+            <label class="btn btn-sm btn-outline-primary flex-grow-1" for="monthradio">{% translate 'Month' %}</label>
+
+            <input type="radio" class="btn-check" name="type" value="year" id="yearradio" autocomplete="off">
+            <label class="btn btn-sm btn-outline-primary flex-grow-1" for="yearradio">{% translate 'Year' %}</label>
+
+            <input type="radio" class="btn-check" name="type" value="month-range" id="monthrangeradio" autocomplete="off">
+            <label class="btn btn-sm btn-outline-primary flex-grow-1" for="monthrangeradio">{% translate 'Month Range' %}</label>
+
+            <input type="radio" class="btn-check" name="type" value="year-range" id="yearrangeradio" autocomplete="off">
+            <label class="btn btn-sm btn-outline-primary flex-grow-1" for="yearrangeradio">{% translate 'Year Range' %}</label>
+
+            <input type="radio" class="btn-check" name="type" value="date-range" id="daterangeradio" autocomplete="off">
+            <label class="btn btn-sm btn-outline-primary flex-grow-1" for="daterangeradio">{% translate 'Date Range' %}</label>
+          </div>
+          <form id="picker-form"
+               _="install init_datepicker
+                  on change trigger updated">
+            <div id="month-form" class="">
+              {% crispy month_form %}
+            </div>
+            <div id="year-form" class="tw-hidden">
+              {% crispy year_form %}
+            </div>
+            <div id="month-range-form" class="tw-hidden">
+              {% crispy month_range_form %}
+            </div>
+            <div id="year-range-form" class="tw-hidden">
+              {% crispy year_range_form %}
+            </div>
+            <div id="date-range-form" class="tw-hidden">
+              {% crispy date_range_form %}
+            </div>
+          </form>
+        </div>
+        <hr class="mt-0">
+        <div class="nav flex-column nav-pills" id="v-pills-tab" role="tablist"
+             aria-orientation="vertical">
+          <button class="nav-link" id="v-pills-tab" data-bs-toggle="pill" data-bs-target="#v-pills-content"
+                  type="button" role="tab" aria-controls="v-pills-content" aria-selected="false"
+                  hx-get="{% url 'insights_sankey_by_account' %}" hx-include="#picker-form, #picker-type"
+                  hx-indicator="#tab-content"
+                  hx-target="#tab-content">{% trans 'Account Flow' %}
+          </button>
+          <button class="nav-link" id="v-pills-tab" data-bs-toggle="pill" data-bs-target="#v-pills-content"
+                  type="button" role="tab" aria-controls="v-pills-content" aria-selected="false"
+                  hx-get="{% url 'insights_sankey_by_currency' %}"
+                  hx-include="#picker-form, #picker-type"
+                  hx-indicator="#tab-content"
+                  hx-target="#tab-content">{% trans 'Currency Flow' %}
+          </button>
+        </div>
+      </div>
+      <div class="col-md-9 col-lg-10">
+        <div class="tab-content w-100" id="v-pills-tabContent">
+          <div class="tab-pane fade" id="v-pills-content" role="tabpanel" tabindex="0">
+            <div id="tab-content" class="show-loading"></div>
+          </div>
+        </div>
+      </div>
+    </div>
+  </div>
+{% endblock %}

docker/prod/procrastinate/start

@@ -10,6 +10,4 @@ until [ -f /tmp/migrations_complete ]; do
     sleep 2
 done
 
-rm -f /tmp/migrations_complete
-
 exec python manage.py procrastinate worker

frontend/package-lock.json

@@ -24,6 +24,7 @@
         "babel-loader": "^8.2.3",
         "bootstrap": "^5.3.3",
         "chart.js": "^4.4.6",
+        "chartjs-chart-sankey": "^0.14.0",
         "clean-webpack-plugin": "^4.0.0",
         "copy-webpack-plugin": "^11.0.0",
         "core-js": "^3.20.3",
@@ -3235,6 +3236,15 @@
         "pnpm": ">=8"
       }
     },
+    "node_modules/chartjs-chart-sankey": {
+      "version": "0.14.0",
+      "resolved": "https://registry.npmjs.org/chartjs-chart-sankey/-/chartjs-chart-sankey-0.14.0.tgz",
+      "integrity": "sha512-MrU3lE73TE9kALy4MjWFlfcwf4R1EN/DBvhHxmv9n4AHap//JLKjlJTLIZwHsUjDsYo0B8PuMkrJODwfirEZUA==",
+      "license": "MIT",
+      "peerDependencies": {
+        "chart.js": ">=3.3.0"
+      }
+    },
     "node_modules/chokidar": {
       "version": "3.6.0",
       "resolved": "https://registry.npmjs.org/chokidar/-/chokidar-3.6.0.tgz",

frontend/package.json

@@ -37,6 +37,7 @@
     "babel-loader": "^8.2.3",
     "bootstrap": "^5.3.3",
     "chart.js": "^4.4.6",
+    "chartjs-chart-sankey": "^0.14.0",
     "clean-webpack-plugin": "^4.0.0",
     "copy-webpack-plugin": "^11.0.0",
     "core-js": "^3.20.3",

frontend/src/application/charts.js

@@ -1,2 +1,5 @@
 import Chart from 'chart.js/auto';
+import {SankeyController, Flow} from 'chartjs-chart-sankey';
+
+Chart.register(SankeyController, Flow);
 window.Chart = Chart;

frontend/src/application/datepicker.js

@@ -168,3 +168,75 @@ window.MonthYearPicker = function createDynamicDatePicker(element) {
     }
     return new AirDatepicker(element, opts);
 };
+
+window.YearPicker = function createDynamicDatePicker(element) {
+    let todayButton = {
+        content: element.dataset.nowButtonTxt,
+        onClick: (dp) => {
+            let date = new Date();
+            dp.selectDate(date, {updateTime: true});
+            dp.setViewDate(date);
+        }
+    }
+
+    let isOnMobile = isMobile();
+
+    let baseOpts = {
+        isMobile: isOnMobile,
+        view: 'years',
+        minView: 'years',
+        dateFormat: 'yyyy',
+        autoClose: element.dataset.autoClose === 'true',
+        buttons: element.dataset.clearButton === 'true' ? ['clear', todayButton] : [todayButton],
+        locale: locales[element.dataset.language],
+        onSelect: ({date, formattedDate, datepicker}) => {
+            const _event = new CustomEvent("change", {
+                bubbles: true,
+            });
+            datepicker.$el.dispatchEvent(_event);
+        }
+    };
+
+    const positionConfig = !isOnMobile ? {
+        position({$datepicker, $target, $pointer, done}) {
+            let popper = createPopper($target, $datepicker, {
+                placement: 'bottom',
+                modifiers: [
+                    {
+                        name: 'flip',
+                        options: {
+                            padding: {
+                                top: 64
+                            }
+                        }
+                    },
+                    {
+                        name: 'offset',
+                        options: {
+                            offset: [0, 20]
+                        }
+                    },
+                    {
+                        name: 'arrow',
+                        options: {
+                            element: $pointer
+                        }
+                    }
+                ]
+            });
+
+            return function completeHide() {
+                popper.destroy();
+                done();
+            };
+        }
+    } : {};
+
+    let opts = {...baseOpts, ...positionConfig};
+
+    if (element.dataset.value) {
+        opts["selectedDates"] = [new Date(element.dataset.value  + "T00:00:00")];
+        opts["startDate"] = [new Date(element.dataset.value  + "T00:00:00")];
+    }
+    return new AirDatepicker(element, opts);
+};

frontend/src/application/select.js

@@ -3,71 +3,84 @@ import * as Popper from "@popperjs/core";
 
 
 window.TomSelect = function createDynamicTomSelect(element) {
-  // Basic configuration
-  const config = {
-    plugins: {},
+    // Basic configuration
+    const config = {
+        plugins: {},
 
-    // Extract 'create' option from data attribute
-    create: element.dataset.create === 'true',
-    copyClassesToDropdown: true,
-    allowEmptyOption: element.dataset.allowEmptyOption === 'true',
-    render: {
-        no_results: function () {
-            return `<div class="no-results">${element.dataset.txtNoResults || 'No results...'}</div>`;
+        // Extract 'create' option from data attribute
+        create: element.dataset.create === 'true',
+        copyClassesToDropdown: true,
+        allowEmptyOption: element.dataset.allowEmptyOption === 'true',
+        render: {
+            no_results: function () {
+                return `<div class="no-results">${element.dataset.txtNoResults || 'No results...'}</div>`;
+            },
+            option_create: function (data, escape) {
+                return `<div class="create">${element.dataset.txtCreate || 'Add'} <strong>${escape(data.input)}</strong>&hellip;</div>`;
+            },
         },
-        option_create: function(data, escape) {
-			return `<div class="create">${element.dataset.txtCreate || 'Add'} <strong>${escape(data.input)}</strong>&hellip;</div>`;
-		},
-    },
 
-    onInitialize: function () {
-        this.popper = Popper.createPopper(this.control, this.dropdown, {
-            placement: "bottom-start",
-            modifiers: [
-                {
-                    name: "sameWidth",
-                    enabled: true,
-                    fn: ({state}) => {
-                        state.styles.popper.width = `${state.rects.reference.width}px`;
+        onInitialize: function () {
+            this.popper = Popper.createPopper(this.control, this.dropdown, {
+                placement: "bottom-start",
+                modifiers: [
+                    {
+                        name: "sameWidth",
+                        enabled: true,
+                        fn: ({state}) => {
+                            state.styles.popper.width = `${state.rects.reference.width}px`;
+                        },
+                        phase: "beforeWrite",
+                        requires: ["computeStyles"],
                     },
-                    phase: "beforeWrite",
-                    requires: ["computeStyles"],
-                },
-                {
-                    name: 'flip',
-                    options: {
-                      fallbackPlacements: ['top-start'],
+                    {
+                        name: 'flip',
+                        options: {
+                            fallbackPlacements: ['top-start'],
+                        },
                     },
-               },
-            ]
+                ]
 
-        });
+            });
 
-    },
-    onDropdownOpen: function () {
-        this.popper.update();
-    }
-  };
+        },
+        onDropdownOpen: function () {
+            this.popper.update();
+        }
+    };
 
-  if (element.dataset.checkboxes === 'true') {
-      config.plugins.checkbox_options = {
+    if (element.dataset.checkboxes === 'true') {
+        config.plugins.checkbox_options = {
             'checkedClassNames': ['ts-checked'],
             'uncheckedClassNames': ['ts-unchecked'],
         };
-  }
+    }
 
-  if (element.dataset.clearButton === 'true') {
-      config.plugins.clear_button = {
+    if (element.dataset.clearButton === 'true') {
+        config.plugins.clear_button = {
             'title': element.dataset.txtClear || 'Clear',
         };
-  }
+    }
 
-  if (element.dataset.removeButton === 'true') {
-      config.plugins.remove_button = {
+    if (element.dataset.removeButton === 'true') {
+        config.plugins.remove_button = {
             'title': element.dataset.txtRemove || 'Remove',
         };
-  }
+    }
 
-  // Create and return the TomSelect instance
-  return new TomSelect(element, config);
+    if (element.dataset.load) {
+        config.load = function (query, callback) {
+            let url = element.dataset.load + '?q=' + encodeURIComponent(query);
+            fetch(url)
+                .then(response => response.json())
+                .then(json => {
+                    callback(json);
+                }).catch(() => {
+                callback();
+            });
+        };
+    }
+
+    // Create and return the TomSelect instance
+    return new TomSelect(element, config);
 };

frontend/src/styles/_animations.scss

@@ -78,6 +78,7 @@
 .show-loading.htmx-request {
   position: relative;
   top: 0;
+  min-height: 100px;
 
   &::before {
     content: "";

frontend/src/styles/style.scss

@@ -50,7 +50,7 @@ select[multiple] {
   padding: 0 8px !important;
 }
 
-.transaction:has(input[type="checkbox"]:checked) > .transaction-item {
+.transaction:has(input[type="checkbox"]:checked) > div > .transaction-item {
   background-color: $primary-bg-subtle-dark;
 }