remove deprecated International Monetary Fund exchange rate data source

- Refactor `setTransactionSuitableDestinationAmount` in transactions store to handle account ID changes and avoid logic duplication.
- Recalculate transfer-in amount when changing accounts, while preserving manual edits by verifying previous exchange rate relationships.
- Clean up redundant calculation logic in `TransactionEditPageBase.ts`.

.gitea/workflows/docker-release.yml

@@ -10,7 +10,7 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v4
+        uses: actions/checkout@v5
 
       - name: Docker meta
         id: meta
@@ -25,14 +25,15 @@ jobs:
 
       - name: Set up QEMU
         uses: docker/setup-qemu-action@v3
-        with:
-          image: tonistiigi/binfmt:qemu-v8.1.5
 
       - name: Set up Docker Buildx
         uses: docker/setup-buildx-action@v3
 
       - name: Set up the environment
+        id: setup
         run: |
+          echo "build_unix_time=$(date '+%s')" >> "$GITHUB_OUTPUT"
+          echo "build_date=$(date '+%Y%m%d')" >> "$GITHUB_OUTPUT"
           sed -r -i 's#FROM( --.*)? (.*:.*)?#FROM\1 ${{ secrets.DOCKER_REPO }}/mirrors/\2#g' Dockerfile
           cat >> docker/custom-backend-pre-setup.sh <<EOF
           #!/bin/sh
@@ -55,6 +56,8 @@ jobs:
           build-args: |
             RELEASE_BUILD=1
             BUILD_PIPELINE=1
+            BUILD_UNIXTIME=${{ steps.setup.outputs.build_unix_time }}
+            BUILD_DATE=${{ steps.setup.outputs.build_date }}
             CHECK_3RD_API=${{ vars.CHECK_3RD_API }}
             SKIP_TESTS=${{ vars.SKIP_TESTS }}
           tags: ${{ steps.meta.outputs.tags }}

.gitea/workflows/docker-snapshot.yml

@@ -10,7 +10,7 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v4
+        uses: actions/checkout@v5
 
       - name: Docker meta
         id: meta
@@ -25,14 +25,15 @@ jobs:
 
       - name: Set up QEMU
         uses: docker/setup-qemu-action@v3
-        with:
-          image: tonistiigi/binfmt:qemu-v8.1.5
 
       - name: Set up Docker Buildx
         uses: docker/setup-buildx-action@v3
 
       - name: Set up the environment
+        id: setup
         run: |
+          echo "build_unix_time=$(date '+%s')" >> "$GITHUB_OUTPUT"
+          echo "build_date=$(date '+%Y%m%d')" >> "$GITHUB_OUTPUT"
           sed -r -i 's#FROM( --.*)? (.*:.*)?#FROM\1 ${{ secrets.DOCKER_REPO }}/mirrors/\2#g' Dockerfile
           cat >> docker/custom-backend-pre-setup.sh <<EOF
           #!/bin/sh
@@ -54,6 +55,8 @@ jobs:
           push: true
           build-args: |
             BUILD_PIPELINE=1
+            BUILD_UNIXTIME=${{ steps.setup.outputs.build_unix_time }}
+            BUILD_DATE=${{ steps.setup.outputs.build_date }}
             CHECK_3RD_API=${{ vars.CHECK_3RD_API }}
             SKIP_TESTS=${{ vars.SKIP_TESTS }}
           tags: ${{ steps.meta.outputs.tags }}

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -0,0 +1,69 @@
+name: Bug Report
+description: Report a bug in ezBookkeeping
+body:
+  - type: checkboxes
+    id: checkboxes
+    attributes:
+      label: Before You Submit
+      description: Please check whether the following items have been completed.
+      options:
+        - label: I've already checked this bug hasn't been raised in [issues](https://github.com/mayswind/ezbookkeeping/issues)
+          required: true
+
+  - type: textarea
+    id: description
+    attributes:
+      label: Description
+      description: Please provide a brief description of this bug.
+    validations:
+      required: true
+
+  - type: textarea
+    id: reproduction-steps
+    attributes:
+      label: Steps to reproduce
+      description: Please describe the steps to reproduce this bug.
+      placeholder: |
+        1.
+        2.
+        3.
+    validations:
+      required: true
+
+  - type: input
+    id: ezbookkeeping-version
+    attributes:
+      label: ezBookkeeping Version
+      description: ezBookkeeping version and commit hash of your instance, e.g. "v1.0.0 (20e2444)"
+    validations:
+      required: true
+
+  - type: input
+    id: server-os
+    attributes:
+      label: Server Operating System
+      description: The operating system information you are using to deploy ezBookkeeping, e.g "Debian GNU/Linux 11 amd64"
+
+  - type: input
+    id: server-database
+    attributes:
+      label: Database
+      description: The database system you are using, e.g. "MariaDB v11.7.2"
+
+  - type: dropdown
+    id: reproduce-on-demo-site
+    attributes:
+      label: Can you reproduce this bug on the ezBookkeeping demo site?
+      description: |
+        ezBookkeeping demo site: https://ezbookkeeping-demo.mayswind.net/
+      options:
+        - "No"
+        - "Yes"
+    validations:
+      required: true
+
+  - type: textarea
+    id: additional-context
+    attributes:
+      label: Additional information
+      description: If you can, provide any related screenshots or logs here.

.github/ISSUE_TEMPLATE/config.yml

@@ -0,0 +1,8 @@
+blank_issues_enabled: false
+contact_links:
+  - name: Frequently Asked Questions
+    url: https://ezbookkeeping.mayswind.net/faq
+    about: Please check whether your question has already been mentioned here.
+  - name: Usage Questions
+    url: https://github.com/mayswind/ezbookkeeping/discussions/categories/q-a
+    about: Questions about using ezBookkeeping can be discussed in GitHub Discussions.

.github/ISSUE_TEMPLATE/feature-request.yml

@@ -0,0 +1,25 @@
+name: Feature Request
+description: Request a feature or enhancement for ezBookkeeping
+body:
+  - type: checkboxes
+    id: checkboxes
+    attributes:
+      label: Before You Submit
+      description: Please check whether the following items have been completed.
+      options:
+        - label: I've already checked this request hasn't been raised in [issues](https://github.com/mayswind/ezbookkeeping/issues)
+          required: true
+
+  - type: textarea
+    id: description
+    attributes:
+      label: Feature Description
+      description: Please describe your feature request.
+    validations:
+      required: true
+
+  - type: textarea
+    id: additional-context
+    attributes:
+      label: Additional information
+      description: If you can, provide any other context or screenshots about this feature request here.

.github/actions/build-linux-docker-and-package/action.yml

@@ -0,0 +1,124 @@
+name: Build docker image and package for linux
+
+inputs:
+  release-build:
+    required: false
+    type: string
+  build-unix-time:
+    required: false
+    type: string
+  build-date:
+    required: false
+    type: string
+  check-3rd-api:
+    required: false
+    type: string
+  skip-tests:
+    required: false
+    type: string
+  platform:
+    required: true
+    type: string
+  platform-name:
+    required: true
+    type: string
+  docker-push:
+    required: true
+    type: boolean
+  docker-image-name:
+    required: true
+    type: string
+  docker-username:
+    required: false
+    type: string
+  docker-password:
+    required: false
+    type: string
+  docker-bake-meta-file-path:
+    required: true
+    type: string
+  docker-bake-meta-artifact-name:
+    required: true
+    type: string
+  docker-bake-digests-file-path:
+    required: true
+    type: string
+  docker-bake-digests-artifact-name-prefix:
+    required: true
+    type: string
+  package-file-name-prefix:
+    required: true
+    type: string
+  package-artifact-name-prefix:
+    required: true
+    type: string
+
+runs:
+  using: "composite"
+  steps:
+    - name: Set up QEMU
+      uses: docker/setup-qemu-action@v3
+
+    - name: Download docker bake meta artifact
+      uses: actions/download-artifact@v4
+      with:
+        name: ${{ inputs.docker-bake-meta-artifact-name }}
+        path: ${{ runner.temp }}
+
+    - name: Set up Docker Buildx
+      uses: docker/setup-buildx-action@v3
+
+    - name: Login to DockerHub
+      if: ${{ inputs.docker-username != '' && inputs.docker-password != '' }}
+      uses: docker/login-action@v3
+      with:
+        username: ${{ inputs.docker-username }}
+        password: ${{ inputs.docker-password }}
+
+    - name: Build docker for ${{ inputs.platform-name }}
+      id: bake
+      uses: docker/bake-action@v6
+      with:
+        files: |
+          ./docker-bake.hcl
+          cwd://${{ inputs.docker-bake-meta-file-path }}
+        source: .
+        targets: image
+        set: |
+          *.tags=${{ inputs.docker-image-name }}
+          *.platform=${{ inputs.platform }}
+          *.args.RELEASE_BUILD=${{ inputs.release-build }}
+          *.args.BUILD_PIPELINE=1
+          *.args.BUILD_UNIXTIME=${{ inputs.build-unix-time }}
+          *.args.BUILD_DATE=${{ inputs.build-date }}
+          *.args.CHECK_3RD_API=${{ inputs.check-3rd-api }}
+          *.args.SKIP_TESTS=${{ inputs.skip-tests }}
+          *.output=type=image,push-by-digest=true,name-canonical=true,push=${{ inputs.docker-push }}
+          *.output+=type=local,dest=${{ runner.temp }}/package
+
+    - name: Export digests file for ${{ inputs.platform-name }}
+      shell: bash
+      run: |
+        digest="${{ fromJSON(steps.bake.outputs.metadata).image['containerimage.digest'] }}"
+        mkdir -p ${{ inputs.docker-bake-digests-file-path }}
+        touch "${{ inputs.docker-bake-digests-file-path }}/${digest#sha256:}"
+
+    - name: Build package file for ${{ inputs.platform-name }}
+      shell: bash
+      run: |
+        cd ${{ runner.temp }}/package/ezbookkeeping
+        tar -czf ${{ runner.temp }}/${{ inputs.package-file-name-prefix }}-${{ inputs.platform-name }}.tar.gz *
+
+    - name: Upload ${{ inputs.platform-name }} digests artifact
+      uses: actions/upload-artifact@v4
+      with:
+        name: ${{ inputs.docker-bake-digests-artifact-name-prefix }}-${{ inputs.platform-name }}
+        path: ${{ inputs.docker-bake-digests-file-path }}/*
+        if-no-files-found: error
+
+    - name: Upload artifact for ${{ inputs.platform-name }}
+      uses: actions/upload-artifact@v4
+      with:
+        name: ${{ inputs.package-artifact-name-prefix }}-${{ inputs.platform-name }}
+        path: ${{ runner.temp }}/${{ inputs.package-file-name-prefix }}-${{ inputs.platform-name }}.tar.gz
+        if-no-files-found: error

.github/actions/build-windows-backend/action.yml

@@ -0,0 +1,76 @@
+name: Build backend file for windows
+
+inputs:
+  go-version:
+    required: false
+    default: "1.25.5"
+  mingw-version:
+    required: false
+    default: "15.2.0"
+  mingw-revison:
+    required: false
+    default: "v13-rev0"
+  release-build:
+    required: false
+    type: string
+  build-unix-time:
+    required: false
+    type: string
+  build-date:
+    required: false
+    type: string
+  check-3rd-api:
+    required: false
+    type: string
+  skip-tests:
+    required: false
+    type: string
+  backend-artifact-name-prefix:
+    required: true
+    type: string
+
+runs:
+  using: "composite"
+  steps:
+    - name: Set up Go
+      uses: actions/setup-go@v6
+      with:
+        go-version: ${{ inputs.go-version }}
+
+    - name: Install MinGW
+      shell: pwsh
+      run: |
+        $mingwVersion = "${{ inputs.mingw-version }}"
+        $mingwRevision = "${{ inputs.mingw-revison }}"
+        $url = "https://github.com/niXman/mingw-builds-binaries/releases/download/${mingwVersion}-rt_${mingwRevision}/x86_64-${mingwVersion}-release-posix-seh-ucrt-rt_${mingwRevision}.7z"
+        $archive = "C:\mingw.7z"
+        $mingwDir = "C:\mingw64"
+
+        Write-Host "Downloading MinGW from ${url}"
+        Invoke-WebRequest -Uri ${url} -OutFile ${archive}
+
+        Remove-Item -Recurse -Force ${mingwDir}
+        New-Item -ItemType Directory -Path ${mingwDir}
+
+        Write-Host "Extracting MinGW to ${mingwDir}"
+        7z x ${archive} -oC:\
+        "${mingwDir}\bin" | Out-File -FilePath $env:GITHUB_PATH -Encoding utf8 -Append
+
+    - name: Build backend for windows-x64
+      shell: pwsh
+      env:
+        RELEASE_BUILD: "${{ inputs.release-build }}"
+        BUILD_PIPELINE: "1"
+        BUILD_UNIXTIME: "${{ inputs.build-unix-time }}"
+        BUILD_DATE: "${{ inputs.build-date }}"
+        CHECK_3RD_API: "${{ inputs.check-3rd-api }}"
+        SKIP_TESTS: "${{ inputs.skip-tests }}"
+      run: |
+        .\build.ps1 backend
+
+    - name: Upload windows backend artifact
+      uses: actions/upload-artifact@v4
+      with:
+        name: ${{ inputs.backend-artifact-name-prefix }}-windows-x64
+        path: ezbookkeeping.exe
+        if-no-files-found: error

.github/actions/build-windows-package/action.yml

@@ -0,0 +1,57 @@
+name: Build packages for windows
+
+inputs:
+  package-file-name-prefix:
+    required: true
+    type: string
+  package-artifact-name-prefix:
+    required: true
+    type: string
+  backend-artifact-name-prefix:
+    required: true
+    type: string
+
+runs:
+  using: "composite"
+  steps:
+    - name: Download windows-x64 backend file
+      uses: actions/download-artifact@v4
+      with:
+        name: ${{ inputs.backend-artifact-name-prefix }}-windows-x64
+        path: ${{ runner.temp }}\backend
+
+    - name: Download linux-amd64 packaged files
+      uses: actions/download-artifact@v4
+      with:
+        name: ${{ inputs.package-artifact-name-prefix }}-linux-amd64
+        path: ${{ runner.temp }}\package
+
+    - name: Extract frontend files from linux-amd64 package
+      shell: pwsh
+      run: |
+        New-Item -ItemType Directory -Path package
+        tar -xzf (Get-ChildItem ${{ runner.temp }}\package\${{ inputs.package-file-name-prefix }}-linux-amd64.tar.gz) -C package
+
+    - name: Package windows-x64 package
+      shell: pwsh
+      run: |
+        New-Item -ItemType Directory -Path "ezbookkeeping"
+        New-Item -ItemType Directory -Path "ezbookkeeping\data"
+        New-Item -ItemType Directory -Path "ezbookkeeping\storage"
+        New-Item -ItemType Directory -Path "ezbookkeeping\log"
+        Copy-Item ${{ runner.temp }}\backend\ezbookkeeping.exe -Destination ezbookkeeping\
+        Copy-Item -Recurse -Force package\public -Destination ezbookkeeping\public
+        Copy-Item -Recurse -Force conf -Destination ezbookkeeping\conf
+        Copy-Item -Recurse -Force templates -Destination ezbookkeeping\templates
+        Copy-Item .\LICENSE -Destination ezbookkeeping\
+        Push-Location ezbookkeeping
+        7z a -r -tzip -mx9 ..\${{ inputs.package-file-name-prefix }}-windows-x64.zip *
+        Pop-Location
+        Remove-Item -Recurse -Force ezbookkeeping
+
+    - name: Upload windows artifact
+      uses: actions/upload-artifact@v4
+      with:
+        name: ${{ inputs.package-artifact-name-prefix }}-windows-x64
+        path: ${{ inputs.package-file-name-prefix }}-windows-x64.zip
+        if-no-files-found: error

.github/actions/push-linux-docker/action.yml

@@ -0,0 +1,58 @@
+name: Push linux docker multi-arch image to registry
+
+inputs:
+  docker-image-name:
+    required: true
+    type: string
+  docker-username:
+    required: true
+    type: string
+  docker-password:
+    required: true
+    type: string
+  docker-bake-meta-file-path:
+    required: true
+    type: string
+  docker-bake-meta-artifact-name:
+    required: true
+    type: string
+  docker-bake-digests-file-path:
+    required: true
+    type: string
+  docker-bake-digests-artifact-name-prefix:
+    required: true
+    type: string
+  docker-image-tags:
+    required: true
+    type: string
+
+runs:
+  using: "composite"
+  steps:
+    - name: Download docker bake meta artifact
+      uses: actions/download-artifact@v4
+      with:
+        name: ${{ inputs.docker-bake-meta-artifact-name }}
+        path: ${{ runner.temp }}
+
+    - name: Download digests artifact
+      uses: actions/download-artifact@v4
+      with:
+        pattern: ${{ inputs.docker-bake-digests-artifact-name-prefix }}-*
+        merge-multiple: true
+        path: ${{ inputs.docker-bake-digests-file-path }}
+
+    - name: Set up Docker Buildx
+      uses: docker/setup-buildx-action@v3
+
+    - name: Login to DockerHub
+      uses: docker/login-action@v3
+      with:
+        username: ${{ inputs.docker-username }}
+        password: ${{ inputs.docker-password }}
+
+    - name: Create manifest and push
+      shell: bash
+      working-directory: ${{ inputs.docker-bake-digests-file-path }}
+      run: |
+        docker buildx imagetools create $(echo "${{ inputs.docker-image-tags }}" | xargs -I {} echo -n " -t {}") $(printf '${{ inputs.docker-image-name }}@sha256:%s ' *)

.github/workflows/build-non-main-branch.yml

@@ -0,0 +1,149 @@
+name: Build for Non-Main Branches
+
+on:
+  push:
+    branches-ignore:
+      - main
+
+jobs:
+  setup:
+    runs-on: ubuntu-latest
+    outputs:
+      build-unix-time: ${{ steps.variable.outputs.build_unix_time }}
+      build-date: ${{ steps.variable.outputs.build_date }}
+      docker-tags: ${{ steps.meta.outputs.tags }}
+      docker-labels: ${{ steps.meta.outputs.labels }}
+      ezbookkeeping-docker-bake-meta-file-path: ${{ steps.variable.outputs.ezbookkeeping_docker_bake_meta_file_path }}
+      ezbookkeeping-docker-bake-meta-artifact-name: ${{ steps.variable.outputs.ezbookkeeping_docker_bake_meta_artifact_name }}
+      ezbookkeeping-docker-digests-file-path: ${{ steps.variable.outputs.ezbookkeeping_docker_digests_file_path }}
+      ezbookkeeping-docker-digests-artifact-name-prefix: ${{ steps.variable.outputs.ezbookkeeping_docker_digests_artifact_name_prefix }}
+      ezbookkeeping-package-file-name-prefix: ${{ steps.variable.outputs.ezbookkeeping_package_file_name_prefix }}
+      ezbookkeeping-package-artifact-name-prefix: ${{ steps.variable.outputs.ezbookkeeping_package_artifact_name_prefix }}
+      ezbookkeeping-backend-artifact-name-prefix: ${{ steps.variable.outputs.ezbookkeeping_backend_artifact_name_prefix }}
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - name: Docker meta
+        id: meta
+        uses: docker/metadata-action@v5
+        with:
+          images: |
+            ${{ vars.DOCKER_IMAGE_NAME }}
+          tags: |
+            type=raw,value=dev-${{ github.run_id }}
+
+      - name: Set up variables
+        id: variable
+        run: |
+          echo "build_unix_time=$(date '+%s')" >> "$GITHUB_OUTPUT"
+          echo "build_date=$(date '+%Y%m%d')" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_docker_bake_meta_file_path=${{ runner.temp }}/bake-meta.json" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_docker_bake_meta_artifact_name=ezbookkeeping-build-dev-docker-bake-meta-${{ github.run_id }}" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_docker_digests_file_path=${{ runner.temp }}/digests" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_docker_digests_artifact_name_prefix=ezbookkeeping-build-dev-digests-${{ github.run_id }}" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_package_file_name_prefix=ezbookkeeping-dev-package-${{ github.run_id }}" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_package_artifact_name_prefix=ezbookkeeping-build-dev-package-${{ github.run_id }}" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_backend_artifact_name_prefix=ezbookkeeping-build-dev-backend-${{ github.run_id }}" >> "$GITHUB_OUTPUT"
+
+      - name: Rename docker bake meta file
+        run: |
+          mv "${{ steps.meta.outputs.bake-file }}" "${{ steps.variable.outputs.ezbookkeeping_docker_bake_meta_file_path }}"
+
+      - name: Upload docker bake meta artifact
+        uses: actions/upload-artifact@v4
+        with:
+          name: ${{ steps.variable.outputs.ezbookkeeping_docker_bake_meta_artifact_name }}
+          path: ${{ steps.variable.outputs.ezbookkeeping_docker_bake_meta_file_path }}
+          if-no-files-found: error
+
+  build-linux-docker-and-package-x86:
+    runs-on: ubuntu-24.04
+    needs:
+      - setup
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - uses: ./.github/actions/build-linux-docker-and-package
+        with:
+          build-unix-time: ${{ needs.setup.outputs.build-unix-time }}
+          build-date: ${{ needs.setup.outputs.build-date }}
+          check-3rd-api: ${{ vars.CHECK_3RD_API }}
+          skip-tests: ${{ vars.SKIP_TESTS }}
+          platform: linux/amd64
+          platform-name: linux-amd64
+          docker-push: false
+          docker-image-name: ${{ vars.DOCKER_IMAGE_NAME }}
+          docker-bake-meta-file-path: ${{ needs.setup.outputs.ezbookkeeping-docker-bake-meta-file-path }}
+          docker-bake-meta-artifact-name: ${{ needs.setup.outputs.ezbookkeeping-docker-bake-meta-artifact-name }}
+          docker-bake-digests-file-path: ${{ needs.setup.outputs.ezbookkeeping-docker-digests-file-path }}
+          docker-bake-digests-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-docker-digests-artifact-name-prefix }}
+          package-file-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-file-name-prefix }}
+          package-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-artifact-name-prefix }}
+
+  build-linux-docker-and-package-arm:
+    runs-on: ubuntu-24.04-arm
+    needs:
+      - setup
+    strategy:
+      matrix:
+        include:
+          - platform: linux/arm64/v8
+            platform-name: linux-arm64
+          - platform: linux/arm/v7
+            platform-name: linux-armv7
+          - platform: linux/arm/v6
+            platform-name: linux-armv6
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - uses: ./.github/actions/build-linux-docker-and-package
+        with:
+          build-unix-time: ${{ needs.setup.outputs.build-unix-time }}
+          build-date: ${{ needs.setup.outputs.build-date }}
+          check-3rd-api: ${{ vars.CHECK_3RD_API }}
+          skip-tests: ${{ vars.SKIP_TESTS }}
+          platform: ${{ matrix.platform }}
+          platform-name: ${{ matrix.platform-name }}
+          docker-push: false
+          docker-image-name: ${{ vars.DOCKER_IMAGE_NAME }}
+          docker-bake-meta-file-path: ${{ needs.setup.outputs.ezbookkeeping-docker-bake-meta-file-path }}
+          docker-bake-meta-artifact-name: ${{ needs.setup.outputs.ezbookkeeping-docker-bake-meta-artifact-name }}
+          docker-bake-digests-file-path: ${{ needs.setup.outputs.ezbookkeeping-docker-digests-file-path }}
+          docker-bake-digests-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-docker-digests-artifact-name-prefix }}
+          package-file-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-file-name-prefix }}
+          package-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-artifact-name-prefix }}
+
+  build-windows-backend:
+    needs:
+      - setup
+    runs-on: windows-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - uses: ./.github/actions/build-windows-backend
+        with:
+          build-unix-time: ${{ needs.setup.outputs.build-unix-time }}
+          build-date: ${{ needs.setup.outputs.build-date }}
+          check-3rd-api: ${{ vars.CHECK_3RD_API }}
+          skip-tests: ${{ vars.SKIP_TESTS }}
+          backend-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-backend-artifact-name-prefix }}
+
+  build-windows-package:
+    needs:
+      - setup
+      - build-windows-backend
+      - build-linux-docker-and-package-x86
+    runs-on: windows-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - uses: ./.github/actions/build-windows-package
+        with:
+          package-file-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-file-name-prefix }}
+          package-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-artifact-name-prefix }}
+          backend-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-backend-artifact-name-prefix }}

.github/workflows/build-release.yml

@@ -0,0 +1,204 @@
+name: Build Release
+
+on:
+  push:
+    tags:
+      - "v*.*.*"
+
+jobs:
+  setup:
+    runs-on: ubuntu-latest
+    outputs:
+      build-unix-time: ${{ steps.variable.outputs.build_unix_time }}
+      build-date: ${{ steps.variable.outputs.build_date }}
+      docker-version: ${{ steps.meta.outputs.version }}
+      docker-tags: ${{ steps.meta.outputs.tags }}
+      docker-labels: ${{ steps.meta.outputs.labels }}
+      ezbookkeeping-docker-bake-meta-file-path: ${{ steps.variable.outputs.ezbookkeeping_docker_bake_meta_file_path }}
+      ezbookkeeping-docker-bake-meta-artifact-name: ${{ steps.variable.outputs.ezbookkeeping_docker_bake_meta_artifact_name }}
+      ezbookkeeping-docker-digests-file-path: ${{ steps.variable.outputs.ezbookkeeping_docker_digests_file_path }}
+      ezbookkeeping-docker-digests-artifact-name-prefix: ${{ steps.variable.outputs.ezbookkeeping_docker_digests_artifact_name_prefix }}
+      ezbookkeeping-package-file-name-prefix: ${{ steps.variable.outputs.ezbookkeeping_package_file_name_prefix }}
+      ezbookkeeping-package-artifact-name-prefix: ${{ steps.variable.outputs.ezbookkeeping_package_artifact_name_prefix }}
+      ezbookkeeping-backend-artifact-name-prefix: ${{ steps.variable.outputs.ezbookkeeping_backend_artifact_name_prefix }}
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - name: Docker meta
+        id: meta
+        uses: docker/metadata-action@v5
+        with:
+          images: |
+            ${{ vars.DOCKER_IMAGE_NAME }}
+          tags: |
+            type=semver,pattern={{version}}
+            type=semver,pattern={{major}}.{{minor}}
+            type=raw,value=latest
+
+      - name: Set up variables
+        id: variable
+        run: |
+          echo "build_unix_time=$(date '+%s')" >> "$GITHUB_OUTPUT"
+          echo "build_date=$(date '+%Y%m%d')" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_docker_bake_meta_file_path=${{ runner.temp }}/bake-meta.json" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_docker_bake_meta_artifact_name=ezbookkeeping-build-release-docker-bake-meta-${{ github.run_id }}" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_docker_digests_file_path=${{ runner.temp }}/digests" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_docker_digests_artifact_name_prefix=ezbookkeeping-build-release-digests-${{ github.run_id }}" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_package_file_name_prefix=ezbookkeeping-${{ github.ref_name }}" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_package_artifact_name_prefix=ezbookkeeping-build-release-package-${{ github.run_id }}" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_backend_artifact_name_prefix=ezbookkeeping-build-release-backend-${{ github.run_id }}" >> "$GITHUB_OUTPUT"
+
+      - name: Rename docker bake meta file
+        run: |
+          mv "${{ steps.meta.outputs.bake-file }}" "${{ steps.variable.outputs.ezbookkeeping_docker_bake_meta_file_path }}"
+
+      - name: Upload docker bake meta artifact
+        uses: actions/upload-artifact@v4
+        with:
+          name: ${{ steps.variable.outputs.ezbookkeeping_docker_bake_meta_artifact_name }}
+          path: ${{ steps.variable.outputs.ezbookkeeping_docker_bake_meta_file_path }}
+          if-no-files-found: error
+
+  build-linux-docker-and-package-x86:
+    runs-on: ubuntu-24.04
+    needs:
+      - setup
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - uses: ./.github/actions/build-linux-docker-and-package
+        with:
+          release-build: 1
+          build-unix-time: ${{ needs.setup.outputs.build-unix-time }}
+          build-date: ${{ needs.setup.outputs.build-date }}
+          check-3rd-api: ${{ vars.CHECK_3RD_API }}
+          skip-tests: ${{ vars.SKIP_TESTS }}
+          platform: linux/amd64
+          platform-name: linux-amd64
+          docker-push: true
+          docker-image-name: ${{ vars.DOCKER_IMAGE_NAME }}
+          docker-username: ${{ vars.DOCKER_USERNAME }}
+          docker-password: ${{ secrets.DOCKER_PASSWORD }}
+          docker-bake-meta-file-path: ${{ needs.setup.outputs.ezbookkeeping-docker-bake-meta-file-path }}
+          docker-bake-meta-artifact-name: ${{ needs.setup.outputs.ezbookkeeping-docker-bake-meta-artifact-name }}
+          docker-bake-digests-file-path: ${{ needs.setup.outputs.ezbookkeeping-docker-digests-file-path }}
+          docker-bake-digests-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-docker-digests-artifact-name-prefix }}
+          package-file-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-file-name-prefix }}
+          package-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-artifact-name-prefix }}
+
+  build-linux-docker-and-package-arm:
+    runs-on: ubuntu-24.04-arm
+    needs:
+      - setup
+    strategy:
+      matrix:
+        include:
+          - platform: linux/arm64/v8
+            platform-name: linux-arm64
+          - platform: linux/arm/v7
+            platform-name: linux-armv7
+          - platform: linux/arm/v6
+            platform-name: linux-armv6
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - uses: ./.github/actions/build-linux-docker-and-package
+        with:
+          release-build: 1
+          build-unix-time: ${{ needs.setup.outputs.build-unix-time }}
+          build-date: ${{ needs.setup.outputs.build-date }}
+          check-3rd-api: ${{ vars.CHECK_3RD_API }}
+          skip-tests: ${{ vars.SKIP_TESTS }}
+          platform: ${{ matrix.platform }}
+          platform-name: ${{ matrix.platform-name }}
+          docker-push: true
+          docker-image-name: ${{ vars.DOCKER_IMAGE_NAME }}
+          docker-username: ${{ vars.DOCKER_USERNAME }}
+          docker-password: ${{ secrets.DOCKER_PASSWORD }}
+          docker-bake-meta-file-path: ${{ needs.setup.outputs.ezbookkeeping-docker-bake-meta-file-path }}
+          docker-bake-meta-artifact-name: ${{ needs.setup.outputs.ezbookkeeping-docker-bake-meta-artifact-name }}
+          docker-bake-digests-file-path: ${{ needs.setup.outputs.ezbookkeeping-docker-digests-file-path }}
+          docker-bake-digests-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-docker-digests-artifact-name-prefix }}
+          package-file-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-file-name-prefix }}
+          package-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-artifact-name-prefix }}
+
+  push-linux-docker:
+    needs:
+      - setup
+      - build-linux-docker-and-package-x86
+      - build-linux-docker-and-package-arm
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - uses: ./.github/actions/push-linux-docker
+        with:
+          docker-image-name: ${{ vars.DOCKER_IMAGE_NAME }}
+          docker-username: ${{ vars.DOCKER_USERNAME }}
+          docker-password: ${{ secrets.DOCKER_PASSWORD }}
+          docker-bake-meta-file-path: ${{ needs.setup.outputs.ezbookkeeping-docker-bake-meta-file-path }}
+          docker-bake-meta-artifact-name: ${{ needs.setup.outputs.ezbookkeeping-docker-bake-meta-artifact-name }}
+          docker-bake-digests-file-path: ${{ needs.setup.outputs.ezbookkeeping-docker-digests-file-path }}
+          docker-bake-digests-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-docker-digests-artifact-name-prefix }}
+          docker-image-tags: ${{ needs.setup.outputs.docker-tags }}
+
+  build-windows-backend:
+    needs:
+      - setup
+    runs-on: windows-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - uses: ./.github/actions/build-windows-backend
+        with:
+          release-build: 1
+          build-unix-time: ${{ needs.setup.outputs.build-unix-time }}
+          build-date: ${{ needs.setup.outputs.build-date }}
+          check-3rd-api: ${{ vars.CHECK_3RD_API }}
+          skip-tests: ${{ vars.SKIP_TESTS }}
+          backend-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-backend-artifact-name-prefix }}
+
+  build-windows-package:
+    needs:
+      - setup
+      - build-windows-backend
+      - build-linux-docker-and-package-x86
+    runs-on: windows-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - uses: ./.github/actions/build-windows-package
+        with:
+          package-file-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-file-name-prefix }}
+          package-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-artifact-name-prefix }}
+          backend-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-backend-artifact-name-prefix }}
+
+  publish-release:
+    runs-on: ubuntu-latest
+    needs:
+      - setup
+      - build-linux-docker-and-package-x86
+      - build-linux-docker-and-package-arm
+      - build-windows-package
+      - push-linux-docker
+    steps:
+      - name: Download all packaged files
+        uses: actions/download-artifact@v4
+        with:
+          pattern: ${{ needs.setup.outputs.ezbookkeeping-package-artifact-name-prefix }}-*
+          merge-multiple: true
+          path: release-files
+
+      - name: Publish Release ${{ github.ref_name }}
+        uses: softprops/action-gh-release@v2
+        with:
+          name: ${{ github.ref_name }}
+          tag_name: ${{ github.ref_name }}
+          files: ./release-files/*
+          draft: true

.github/workflows/build-snapshot.yml

@@ -0,0 +1,177 @@
+name: Build Snapshot
+
+on:
+  push:
+    branches:
+      - main
+
+jobs:
+  setup:
+    runs-on: ubuntu-latest
+    outputs:
+      build-unix-time: ${{ steps.variable.outputs.build_unix_time }}
+      build-date: ${{ steps.variable.outputs.build_date }}
+      docker-version: ${{ steps.meta.outputs.version }}
+      docker-tags: ${{ steps.meta.outputs.tags }}
+      docker-labels: ${{ steps.meta.outputs.labels }}
+      ezbookkeeping-docker-bake-meta-file-path: ${{ steps.variable.outputs.ezbookkeeping_docker_bake_meta_file_path }}
+      ezbookkeeping-docker-bake-meta-artifact-name: ${{ steps.variable.outputs.ezbookkeeping_docker_bake_meta_artifact_name }}
+      ezbookkeeping-docker-digests-file-path: ${{ steps.variable.outputs.ezbookkeeping_docker_digests_file_path }}
+      ezbookkeeping-docker-digests-artifact-name-prefix: ${{ steps.variable.outputs.ezbookkeeping_docker_digests_artifact_name_prefix }}
+      ezbookkeeping-package-file-name-prefix: ${{ steps.variable.outputs.ezbookkeeping_package_file_name_prefix }}
+      ezbookkeeping-package-artifact-name-prefix: ${{ steps.variable.outputs.ezbookkeeping_package_artifact_name_prefix }}
+      ezbookkeeping-backend-artifact-name-prefix: ${{ steps.variable.outputs.ezbookkeeping_backend_artifact_name_prefix }}
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - name: Docker meta
+        id: meta
+        uses: docker/metadata-action@v5
+        with:
+          images: |
+            ${{ vars.DOCKER_IMAGE_NAME }}
+          tags: |
+            type=raw,value=SNAPSHOT-{{date 'YYYYMMDD'}}-${{ github.run_id }}
+            type=raw,value=SNAPSHOT-{{date 'YYYYMMDD'}}
+            type=raw,value=latest-snapshot
+
+      - name: Set up variables
+        id: variable
+        run: |
+          echo "build_unix_time=$(date '+%s')" >> "$GITHUB_OUTPUT"
+          echo "build_date=$(date '+%Y%m%d')" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_docker_bake_meta_file_path=${{ runner.temp }}/bake-meta.json" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_docker_bake_meta_artifact_name=ezbookkeeping-build-dev-docker-bake-meta-${{ github.run_id }}" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_docker_digests_file_path=${{ runner.temp }}/digests" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_docker_digests_artifact_name_prefix=ezbookkeeping-build-dev-digests-${{ github.run_id }}" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_package_file_name_prefix=ezbookkeeping-dev-package-${{ github.run_id }}" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_package_artifact_name_prefix=ezbookkeeping-build-dev-package-${{ github.run_id }}" >> "$GITHUB_OUTPUT"
+          echo "ezbookkeeping_backend_artifact_name_prefix=ezbookkeeping-build-dev-backend-${{ github.run_id }}" >> "$GITHUB_OUTPUT"
+
+      - name: Rename docker bake meta file
+        run: |
+          mv "${{ steps.meta.outputs.bake-file }}" "${{ steps.variable.outputs.ezbookkeeping_docker_bake_meta_file_path }}"
+
+      - name: Upload docker bake meta artifact
+        uses: actions/upload-artifact@v4
+        with:
+          name: ${{ steps.variable.outputs.ezbookkeeping_docker_bake_meta_artifact_name }}
+          path: ${{ steps.variable.outputs.ezbookkeeping_docker_bake_meta_file_path }}
+          if-no-files-found: error
+
+  build-linux-docker-and-package-x86:
+    runs-on: ubuntu-24.04
+    needs:
+      - setup
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - uses: ./.github/actions/build-linux-docker-and-package
+        with:
+          build-unix-time: ${{ needs.setup.outputs.build-unix-time }}
+          build-date: ${{ needs.setup.outputs.build-date }}
+          check-3rd-api: ${{ vars.CHECK_3RD_API }}
+          skip-tests: ${{ vars.SKIP_TESTS }}
+          platform: linux/amd64
+          platform-name: linux-amd64
+          docker-push: true
+          docker-image-name: ${{ vars.DOCKER_IMAGE_NAME }}
+          docker-username: ${{ vars.DOCKER_USERNAME }}
+          docker-password: ${{ secrets.DOCKER_PASSWORD }}
+          docker-bake-meta-file-path: ${{ needs.setup.outputs.ezbookkeeping-docker-bake-meta-file-path }}
+          docker-bake-meta-artifact-name: ${{ needs.setup.outputs.ezbookkeeping-docker-bake-meta-artifact-name }}
+          docker-bake-digests-file-path: ${{ needs.setup.outputs.ezbookkeeping-docker-digests-file-path }}
+          docker-bake-digests-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-docker-digests-artifact-name-prefix }}
+          package-file-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-file-name-prefix }}
+          package-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-artifact-name-prefix }}
+
+  build-linux-docker-and-package-arm:
+    runs-on: ubuntu-24.04-arm
+    needs:
+      - setup
+    strategy:
+      matrix:
+        include:
+          - platform: linux/arm64/v8
+            platform-name: linux-arm64
+          - platform: linux/arm/v7
+            platform-name: linux-armv7
+          - platform: linux/arm/v6
+            platform-name: linux-armv6
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - uses: ./.github/actions/build-linux-docker-and-package
+        with:
+          build-unix-time: ${{ needs.setup.outputs.build-unix-time }}
+          build-date: ${{ needs.setup.outputs.build-date }}
+          check-3rd-api: ${{ vars.CHECK_3RD_API }}
+          skip-tests: ${{ vars.SKIP_TESTS }}
+          platform: ${{ matrix.platform }}
+          platform-name: ${{ matrix.platform-name }}
+          docker-push: true
+          docker-image-name: ${{ vars.DOCKER_IMAGE_NAME }}
+          docker-username: ${{ vars.DOCKER_USERNAME }}
+          docker-password: ${{ secrets.DOCKER_PASSWORD }}
+          docker-bake-meta-file-path: ${{ needs.setup.outputs.ezbookkeeping-docker-bake-meta-file-path }}
+          docker-bake-meta-artifact-name: ${{ needs.setup.outputs.ezbookkeeping-docker-bake-meta-artifact-name }}
+          docker-bake-digests-file-path: ${{ needs.setup.outputs.ezbookkeeping-docker-digests-file-path }}
+          docker-bake-digests-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-docker-digests-artifact-name-prefix }}
+          package-file-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-file-name-prefix }}
+          package-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-artifact-name-prefix }}
+
+  push-linux-docker:
+    needs:
+      - setup
+      - build-linux-docker-and-package-x86
+      - build-linux-docker-and-package-arm
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - uses: ./.github/actions/push-linux-docker
+        with:
+          docker-image-name: ${{ vars.DOCKER_IMAGE_NAME }}
+          docker-username: ${{ vars.DOCKER_USERNAME }}
+          docker-password: ${{ secrets.DOCKER_PASSWORD }}
+          docker-bake-meta-file-path: ${{ needs.setup.outputs.ezbookkeeping-docker-bake-meta-file-path }}
+          docker-bake-meta-artifact-name: ${{ needs.setup.outputs.ezbookkeeping-docker-bake-meta-artifact-name }}
+          docker-bake-digests-file-path: ${{ needs.setup.outputs.ezbookkeeping-docker-digests-file-path }}
+          docker-bake-digests-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-docker-digests-artifact-name-prefix }}
+          docker-image-tags: ${{ needs.setup.outputs.docker-tags }}
+
+  build-windows-backend:
+    needs:
+      - setup
+    runs-on: windows-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - uses: ./.github/actions/build-windows-backend
+        with:
+          build-unix-time: ${{ needs.setup.outputs.build-unix-time }}
+          build-date: ${{ needs.setup.outputs.build-date }}
+          check-3rd-api: ${{ vars.CHECK_3RD_API }}
+          skip-tests: ${{ vars.SKIP_TESTS }}
+          backend-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-backend-artifact-name-prefix }}
+
+  build-windows-package:
+    needs:
+      - setup
+      - build-windows-backend
+      - build-linux-docker-and-package-x86
+    runs-on: windows-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - uses: ./.github/actions/build-windows-package
+        with:
+          package-file-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-file-name-prefix }}
+          package-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-package-artifact-name-prefix }}
+          backend-artifact-name-prefix: ${{ needs.setup.outputs.ezbookkeeping-backend-artifact-name-prefix }}

.github/workflows/docker-release.yml

@@ -1,57 +0,0 @@
-name: Docker Release
-
-on:
-  push:
-    tags:
-      - v*
-
-jobs:
-  build:
-    runs-on: ubuntu-latest
-    steps:
-      - name: Checkout
-        uses: actions/checkout@v4
-
-      - name: Docker meta
-        id: meta
-        uses: docker/metadata-action@v5
-        with:
-          images: |
-            ${{ secrets.DOCKER_USERNAME }}/ezbookkeeping
-          tags: |
-            type=semver,pattern={{version}}
-            type=semver,pattern={{major}}.{{minor}}
-            type=raw,value=latest
-
-      - name: Set up QEMU
-        uses: docker/setup-qemu-action@v3
-        with:
-          image: tonistiigi/binfmt:qemu-v8.1.5
-
-      - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v3
-
-      - name: Login to DockerHub
-        uses: docker/login-action@v3
-        with:
-          username: ${{ secrets.DOCKER_USERNAME }}
-          password: ${{ secrets.DOCKER_PASSWORD }}
-
-      - name: Build and push
-        uses: docker/build-push-action@v6
-        with:
-          file: Dockerfile
-          context: .
-          platforms: |
-            linux/amd64
-            linux/arm64/v8
-            linux/arm/v7
-            linux/arm/v6
-          push: true
-          build-args: |
-            RELEASE_BUILD=1
-            BUILD_PIPELINE=1
-            CHECK_3RD_API=${{ vars.CHECK_3RD_API }}
-            SKIP_TESTS=${{ vars.SKIP_TESTS }}
-          tags: ${{ steps.meta.outputs.tags }}
-          labels: ${{ steps.meta.outputs.labels }}

.github/workflows/docker-snapshot.yml

@@ -1,55 +0,0 @@
-name: Docker Snapshot
-
-on:
-  push:
-    branches:
-      - main
-
-jobs:
-  build:
-    runs-on: ubuntu-latest
-    steps:
-      - name: Checkout
-        uses: actions/checkout@v4
-
-      - name: Docker meta
-        id: meta
-        uses: docker/metadata-action@v5
-        with:
-          images: |
-            ${{ secrets.DOCKER_USERNAME }}/ezbookkeeping
-          tags: |
-            type=raw,value=SNAPSHOT-{{date 'YYYYMMDD'}}
-            type=raw,value=latest-snapshot
-
-      - name: Set up QEMU
-        uses: docker/setup-qemu-action@v3
-        with:
-          image: tonistiigi/binfmt:qemu-v8.1.5
-
-      - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v3
-
-      - name: Login to DockerHub
-        uses: docker/login-action@v3
-        with:
-          username: ${{ secrets.DOCKER_USERNAME }}
-          password: ${{ secrets.DOCKER_PASSWORD }}
-
-      - name: Build and push
-        uses: docker/build-push-action@v6
-        with:
-          file: Dockerfile
-          context: .
-          platforms: |
-            linux/amd64
-            linux/arm64/v8
-            linux/arm/v7
-            linux/arm/v6
-          push: true
-          build-args: |
-            BUILD_PIPELINE=1
-            CHECK_3RD_API=${{ vars.CHECK_3RD_API }}
-            SKIP_TESTS=${{ vars.SKIP_TESTS }}
-          tags: ${{ steps.meta.outputs.tags }}
-          labels: ${{ steps.meta.outputs.labels }}

.github/workflows/non-main-branch-build.yml

@@ -1,32 +0,0 @@
-name: Docker Snapshot
-
-on:
-  push:
-    branches-ignore:
-      - main
-
-jobs:
-  build:
-    runs-on: ubuntu-latest
-    steps:
-      -
-        name: Checkout
-        uses: actions/checkout@v4
-      -
-        name: Login to DockerHub
-        uses: docker/login-action@v3
-        with:
-          username: ${{ secrets.DOCKER_USERNAME }}
-          password: ${{ secrets.DOCKER_PASSWORD }}
-      -
-        name: Build
-        uses: docker/build-push-action@v6
-        with:
-          file: Dockerfile
-          context: .
-          platforms: linux/amd64
-          push: false
-          build-args: |
-            BUILD_PIPELINE=1
-            CHECK_3RD_API=${{ vars.CHECK_3RD_API }}
-            SKIP_TESTS=${{ vars.SKIP_TESTS }}

Dockerfile

@@ -1,11 +1,15 @@
 # Build backend binary file
-FROM golang:1.24.4-alpine3.22 AS be-builder
+FROM golang:1.25.5-alpine3.23 AS be-builder
 ARG RELEASE_BUILD
 ARG BUILD_PIPELINE
+ARG BUILD_UNIXTIME
+ARG BUILD_DATE
 ARG CHECK_3RD_API
 ARG SKIP_TESTS
 ENV RELEASE_BUILD=$RELEASE_BUILD
 ENV BUILD_PIPELINE=$BUILD_PIPELINE
+ENV BUILD_UNIXTIME=$BUILD_UNIXTIME
+ENV BUILD_DATE=$BUILD_DATE
 ENV CHECK_3RD_API=$CHECK_3RD_API
 ENV SKIP_TESTS=$SKIP_TESTS
 WORKDIR /go/src/github.com/mayswind/ezbookkeeping
@@ -15,11 +19,15 @@ RUN apk add git gcc g++ libc-dev
 RUN ./build.sh backend
 
 # Build frontend files
-FROM --platform=$BUILDPLATFORM node:22.16.0-alpine3.22 AS fe-builder
+FROM --platform=$BUILDPLATFORM node:24.12.0-alpine3.23 AS fe-builder
 ARG RELEASE_BUILD
 ARG BUILD_PIPELINE
+ARG BUILD_UNIXTIME
+ARG BUILD_DATE
 ENV RELEASE_BUILD=$RELEASE_BUILD
 ENV BUILD_PIPELINE=$BUILD_PIPELINE
+ENV BUILD_UNIXTIME=$BUILD_UNIXTIME
+ENV BUILD_DATE=$BUILD_DATE
 WORKDIR /go/src/github.com/mayswind/ezbookkeeping
 COPY . .
 RUN docker/frontend-build-pre-setup.sh
@@ -27,7 +35,7 @@ RUN apk add git
 RUN ./build.sh frontend
 
 # Package docker image
-FROM alpine:3.22.0
+FROM alpine:3.23.2
 LABEL maintainer="MaysWind <i@mayswind.net>"
 RUN addgroup -S -g 1000 ezbookkeeping && adduser -S -G ezbookkeeping -u 1000 ezbookkeeping
 RUN apk --no-cache add tzdata

LICENSE

@@ -1,6 +1,6 @@
 MIT License
 
-Copyright (c) 2020-2025 MaysWind (i@mayswind.net)
+Copyright (c) 2020-2026 MaysWind (i@mayswind.net)
 
 Permission is hereby granted, free of charge, to any person obtaining a copy
 of this software and associated documentation files (the "Software"), to deal

README.md

@@ -1,14 +1,19 @@
 # ezBookkeeping
 [![License](https://img.shields.io/badge/license-MIT-green.svg)](https://github.com/mayswind/ezbookkeeping/blob/master/LICENSE)
-[![Latest Build](https://img.shields.io/github/actions/workflow/status/mayswind/ezbookkeeping/docker-snapshot.yml?branch=main)](https://github.com/mayswind/ezbookkeeping/actions)
 [![Go Report](https://goreportcard.com/badge/github.com/mayswind/ezbookkeeping)](https://goreportcard.com/report/github.com/mayswind/ezbookkeeping)
-[![Latest Docker Image Size](https://img.shields.io/docker/image-size/mayswind/ezbookkeeping.svg?style=flat)](https://hub.docker.com/r/mayswind/ezbookkeeping)
 [![Latest Release](https://img.shields.io/github/release/mayswind/ezbookkeeping.svg?style=flat)](https://github.com/mayswind/ezbookkeeping/releases)
+[![Latest Build](https://img.shields.io/github/actions/workflow/status/mayswind/ezbookkeeping/build-snapshot.yml?branch=main)](https://github.com/mayswind/ezbookkeeping/actions)
+[![Latest Docker Image Size](https://img.shields.io/docker/image-size/mayswind/ezbookkeeping.svg?style=flat)](https://hub.docker.com/r/mayswind/ezbookkeeping)
+[![Docker Pulls](https://img.shields.io/docker/pulls/mayswind/ezbookkeeping)](https://hub.docker.com/r/mayswind/ezbookkeeping)
+[![Ask DeepWiki](https://deepwiki.com/badge.svg)](https://deepwiki.com/mayswind/ezbookkeeping)
+
+[![Recommend By HelloGitHub](https://api.hellogithub.com/v1/widgets/recommend.svg?rid=ded5af09da574ec1811ddb154f1b2093&claim_uid=LT7EZxeBukCnh0K)](https://hellogithub.com/en/repository/mayswind/ezbookkeeping)
+[![Trending](https://trendshift.io/api/badge/repositories/12917)](https://trendshift.io/repositories/12917)
 
 ## Introduction
-ezBookkeeping is a lightweight, self-hosted personal finance app with a sleek, user-friendly interface and powerful bookkeeping features. Built with simplicity and portability in mind, it's easy to deploy, easy to use, and requires minimal system resources — perfect for microservers, NAS devices, and even Raspberry Pi.
+ezBookkeeping is a lightweight, self-hosted personal finance app with a user-friendly interface and powerful bookkeeping features. It's easy to deploy, and you can start it with just one single Docker command. Designed to be resource-efficient and highly scalable, it can run smoothly on devices as small as a Raspberry Pi, or scale up to NAS, MicroServers, and even large cluster environments.
 
-The app is fully cross-platform and device-friendly — you can use it seamlessly on **mobile, tablet, and desktop devices**. With support for PWA (Progressive Web Apps), you can even [add it to your mobile home screen](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/mobile/add_to_home_screen.gif) and use it like a native app.
+ezBookkeeping offers tailored interfaces for both mobile and desktop devices. With support for PWA (Progressive Web Apps), you can even [add it to your mobile home screen](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/mobile/add_to_home_screen.gif) and use it like a native app.
 
 Live Demo: [https://ezbookkeeping-demo.mayswind.net](https://ezbookkeeping-demo.mayswind.net)
 
@@ -27,6 +32,7 @@ Live Demo: [https://ezbookkeeping-demo.mayswind.net](https://ezbookkeeping-demo.
     - PWA support for native-like mobile experience
     - Dark mode
 - **AI-Powered Features**
+    - Receipt image recognition
     - Supports MCP (Model Context Protocol) for AI integration
 - **Powerful Bookkeeping**
     - Two-level accounts and categories
@@ -79,7 +85,7 @@ Download the latest release: [https://github.com/mayswind/ezbookkeeping/releases
 By default, ezBookkeeping listens on port 8080. You can then visit `http://{YOUR_HOST_ADDRESS}:8080/` .
 
 ### Build from Source
-Make sure you have [Golang](https://golang.org/), [GCC](http://gcc.gnu.org/), [Node.js](https://nodejs.org/) and [NPM](https://www.npmjs.com/) installed. Then download the source code, and follow these steps:
+Make sure you have [Golang](https://golang.org/), [GCC](https://gcc.gnu.org/), [Node.js](https://nodejs.org/) and [NPM](https://www.npmjs.com/) installed. Then download the source code, and follow these steps:
 
 **Linux / macOS**
 
@@ -91,6 +97,10 @@ All the files will be packaged in `ezbookkeeping.tar.gz`.
 
     > .\build.bat package -o ezbookkeeping.zip
 
+or
+
+    PS > .\build.ps1 package -Output ezbookkeeping.zip
+
 All the files will be packaged in `ezbookkeeping.zip`.
 
 You can also build a Docker image. Make sure you have [Docker](https://www.docker.com/) installed, then follow these steps:
@@ -100,7 +110,7 @@ You can also build a Docker image. Make sure you have [Docker](https://www.docke
     $ ./build.sh docker
 
 ## Contributing
-We welcome contributions of all kinds!
+We welcome contributions of all kinds.
 
 Found a bug? [Submit an issue](https://github.com/mayswind/ezbookkeeping/issues)
 
@@ -108,10 +118,10 @@ Want to contribute code? Feel free to fork and send a pull request.
 
 Contributions of all kinds — bug reports, feature suggestions, documentation improvements, or code — are highly appreciated.
 
-Check out our [Contributor Graph](https://github.com/mayswind/ezbookkeeping/graphs/contributors) to see the amazing people who’ve already helped.
+Check out our [Contributor Graph](https://github.com/mayswind/ezbookkeeping/graphs/contributors) to see the amazing people who've already helped.
 
 ## Translating
-Help make ezBookkeeping accessible to users around the world! If you want to contribute a translation, please refer to our [translation guide](https://ezbookkeeping.mayswind.net/translating).
+Help make ezBookkeeping accessible to users around the world. If you want to contribute a translation, please refer to our [translation guide](https://ezbookkeeping.mayswind.net/translating).
 
 Currently available translations:
 
@@ -119,21 +129,29 @@ Currently available translations:
 | --- | --- | --- |
 | de | Deutsch | [@chrgm](https://github.com/chrgm) |
 | en | English | / |
-| es | Español | [@Miguelonlonlon](https://github.com/Miguelonlonlon) |
+| es | Español | [@Miguelonlonlon](https://github.com/Miguelonlonlon), [@abrugues](https://github.com/abrugues), [@AndresTeller](https://github.com/AndresTeller), [@diegofercri](https://github.com/diegofercri) |
+| fr | Français | [@brieucdlf](https://github.com/brieucdlf) |
 | it | Italiano | [@waron97](https://github.com/waron97) |
 | ja | 日本語 | [@tkymmm](https://github.com/tkymmm) |
+| kn | ಕನ್ನಡ | [@Darshanbm05](https://github.com/Darshanbm05) |
+| ko | 한국어 | [@overworks](https://github.com/overworks) |
+| nl | Nederlands | [@automagics](https://github.com/automagics) |
 | pt-BR | Português (Brasil) | [@thecodergus](https://github.com/thecodergus) |
 | ru | Русский | [@artegoser](https://github.com/artegoser) |
+| sl | Slovenščina | [@thehijacker](https://github.com/thehijacker) |
+| ta | தமிழ் | [@hhharsha36](https://github.com/hhharsha36) |
+| th | ไทย | [@natthavat28](https://github.com/natthavat28) |
+| tr | Türkçe | [@aydnykn](https://github.com/aydnykn) |
 | uk | Українська | [@nktlitvinenko](https://github.com/nktlitvinenko) |
 | vi | Tiếng Việt | [@f97](https://github.com/f97) |
 | zh-Hans | 中文 (简体) | / |
 | zh-Hant | 中文 (繁體) | / |
 
-Don't see your language? Help us add it!
+Don't see your language? Help us add it.
 
 ## Documentation
-1. [English](http://ezbookkeeping.mayswind.net)
-1. [中文 (简体)](http://ezbookkeeping.mayswind.net/zh_Hans)
+1. [English](https://ezbookkeeping.mayswind.net)
+1. [中文 (简体)](https://ezbookkeeping.mayswind.net/zh_Hans)
 
 ## License
 [MIT](https://github.com/mayswind/ezbookkeeping/blob/master/LICENSE)

build.bat

@@ -8,8 +8,8 @@ set "RELEASE=%RELEASE_BUILD%"
 set "RELEASE_TYPE=unknown"
 set "VERSION="
 set "COMMIT_HASH="
-set "BUILD_UNIXTIME="
-set "BUILD_DATE="
+set "BUILD_UNIXTIME=%BUILD_UNIXTIME%"
+set "BUILD_DATE=%BUILD_DATE%"
 set "PACKAGE_FILENAME="
 for /f %%a in ('"prompt $E$S & echo on & for %%b in (1) do rem"') do set "ESC=%%a"
 
@@ -112,9 +112,15 @@ goto :pre_parse_args
     set VERSION=%VERSION: =%
     set VERSION=%VERSION:,=%
     set VERSION=%VERSION:"=%
-    for /f %%x in ('git rev-parse --short HEAD') do set "COMMIT_HASH=%%x"
-    call :set_unixtime BUILD_UNIXTIME
-    call :set_date BUILD_DATE
+    for /f %%x in ('git rev-parse --short^=7 HEAD') do set "COMMIT_HASH=%%x"
+
+    if "%BUILD_UNIXTIME%"=="" (
+        call :set_unixtime BUILD_UNIXTIME
+    )
+
+    if "%BUILD_DATE%"=="" (
+        call :set_date BUILD_DATE
+    )
 
 :main
     if "%TYPE%"=="backend"  call :build_backend & goto :end
@@ -261,7 +267,7 @@ goto :pre_parse_args
         goto :end
     )
 
-    call 7z a -r -tzip -mx9 ..\%package_file_name% package *
+    call 7z a -r -tzip -mx9 ..\%package_file_name% *
 
     cd ..
     endlocal

build.ps1

@@ -0,0 +1,237 @@
+param(
+    [string]$Type,
+    [switch]$NoLint,
+    [switch]$NoTest,
+    [string]$Output,
+    [switch]$Release,
+    [switch]$Help
+)
+
+$script:SkipTests = $env:SKIP_TESTS
+$script:ReleaseType = "unknown"
+$script:Version = ""
+$script:CommitHash = ""
+$script:BuildUnixTime = $env:BUILD_UNIXTIME
+$script:BuildDate = $env:BUILD_DATE
+
+function Write-Red($msg) {
+    Write-Host $msg -ForegroundColor Red
+}
+
+function Check-Dependency {
+    param([string[]]$commands)
+    foreach ($cmd in $commands) {
+        if (-not (Get-Command $cmd -ErrorAction SilentlyContinue)) {
+            Write-Red "Error: `"$cmd`" is required."
+            exit 127
+        }
+    }
+}
+
+function Show-Help {
+    Write-Host "ezBookkeeping build script for Windows PowerShell"
+    Write-Host ""
+    Write-Host "Usage:"
+    Write-Host "    build.ps1 type [options]"
+    Write-Host ""
+    Write-Host "Types:"
+    Write-Host "    backend            Build backend binary file"
+    Write-Host "    frontend           Build frontend files"
+    Write-Host "    package            Build package archive"
+    Write-Host ""
+    Write-Host "Options:"
+    Write-Host "    -Release           Build release (The script will use environment variable `"RELEASE_BUILD`" to detect whether this is release building by default)"
+    Write-Host "    -Output <filename> Package file name (for `"package`" type only)"
+    Write-Host "    -NoLint            Do not execute lint check before building"
+    Write-Host "    -NoTest            Do not execute unit testing before building (You can use environment variable `"SKIP_TESTS`" to skip specified tests)"
+    Write-Host "    -Help              Show help"
+}
+
+function Parse-Args {
+    if (-not $Type) {
+        Show-Help
+        exit 0
+    }
+
+    if ($Release -or $env:RELEASE_BUILD) {
+        $script:ReleaseType = "release"
+    } else {
+        $script:ReleaseType = "snapshot"
+    }
+}
+
+function Check-Type-Dependencies {
+    Check-Dependency "git"
+
+    switch ($Type.ToLower()) {
+        "backend"  {
+            Check-Dependency "go","gcc"
+        }
+        "frontend" {
+            Check-Dependency "node","npm"
+        }
+        "package"  {
+            Check-Dependency "go","gcc","node","npm","7z"
+        }
+    }
+}
+
+function Set-Build-Parameters {
+    $script:Version = (Get-Content package.json | ConvertFrom-Json).version
+    $script:CommitHash = git rev-parse --short=7 HEAD
+
+    if (-not $BuildUnixTime) {
+        $script:BuildUnixTime = [int][double]::Parse((Get-Date -UFormat %s))
+    }
+
+    if (-not $BuildDate) {
+        $script:BuildDate = Get-Date -Format "yyyyMMdd"
+    }
+}
+
+function Build-Backend {
+    Write-Host "Pulling backend dependencies..."
+    go get .
+
+    if (-not $NoLint) {
+        Write-Host "Executing backend lint checking..."
+        go vet -v .\...
+
+        if ($LASTEXITCODE -ne 0) {
+            Write-Red "Error: Failed to pass lint checking"
+            exit 1
+        }
+    }
+
+    if (-not $NoTest) {
+        Write-Host "Executing backend unit testing..."
+        go clean -cache
+
+        if (-not $SkipTests) {
+            go test .\... -v
+        } else {
+            Write-Host "(Skip unit test `"$SkipTests`")"
+            go test .\... -v -skip "$SkipTests"
+        }
+
+        if ($LASTEXITCODE -ne 0) {
+            Write-Red "Error: Failed to pass unit testing"
+            exit 1
+        }
+    }
+
+    $backend_build_extra_arguments = "-X main.Version=$Version "
+    $backend_build_extra_arguments = "$backend_build_extra_arguments -X main.CommitHash=$CommitHash"
+
+    if (-not $Release) {
+        $backend_build_extra_arguments += " -X main.BuildUnixTime=$BuildUnixTime"
+    }
+
+    Write-Host "Building backend binary file ($ReleaseType)..."
+
+    $env:CGO_ENABLED = 1
+    go build -a -v -trimpath -tags timetzdata -ldflags "-w -s -linkmode external -extldflags '-static' $backend_build_extra_arguments" -o ezbookkeeping.exe ezbookkeeping.go
+
+    Remove-Item Env:\CGO_ENABLED -ErrorAction SilentlyContinue
+}
+
+function Build-Frontend {
+    Write-Host "Pulling frontend dependencies..."
+    npm install
+
+    if (-not $NoLint) {
+        Write-Host "Executing frontend lint checking..."
+        npm run lint
+
+        if ($LASTEXITCODE -ne 0) {
+            Write-Red "Error: Failed to pass lint checking"
+            exit 1
+        }
+    }
+
+    if (-not $NoTest) {
+        Write-Host "Executing frontend unit testing..."
+
+        npm run test
+
+        if ($LASTEXITCODE -ne 0) {
+            Write-Red "Error: Failed to pass unit testing"
+            exit 1
+        }
+    }
+
+    Write-Host "Building frontend files ($ReleaseType)..."
+
+    if (-not $Release) {
+        $env:buildUnixTime = $BuildUnixTime
+        npm run build
+        Remove-Item Env:\buildUnixTime -ErrorAction SilentlyContinue
+    } else {
+        npm run build
+    }
+}
+
+function Build-Package {
+    $packageFileName = "ezbookkeeping-$Version"
+
+    if (-not $Release) {
+        $packageFileName = "$packageFileName-$BuildDate"
+    }
+
+    $packageFileName = "$packageFileName-windows.zip"
+
+    if ($Output) {
+        $packageFileName = $Output
+    }
+
+    Write-Host "Building package archive '$packageFileName' ($ReleaseType)..."
+
+    Build-Backend
+    Build-Frontend
+
+    Remove-Item package -Recurse -Force -ErrorAction SilentlyContinue
+    New-Item -ItemType Directory -Path "package"
+    New-Item -ItemType Directory -Path "package\data"
+    New-Item -ItemType Directory -Path "package\storage"
+    New-Item -ItemType Directory -Path "package\log"
+
+    Copy-Item ezbookkeeping.exe package\
+    Copy-Item dist package\public -Recurse
+    Copy-Item conf package\conf -Recurse
+    Copy-Item templates package\templates -Recurse
+    Copy-Item LICENSE package\
+
+    Push-Location package
+    7z a -r -tzip -mx9 "..\$packageFileName" *
+    Pop-Location
+}
+
+function Main {
+    if ($Help) {
+        Show-Help
+        exit 0
+    }
+
+    Parse-Args
+    Check-Type-Dependencies
+    Set-Build-Parameters
+
+    switch ($Type) {
+        "backend"  {
+            Build-Backend
+        }
+        "frontend" {
+            Build-Frontend
+        }
+        "package"  {
+            Build-Package
+        }
+        default    {
+            Write-Red "Invalid type: $Type"
+            Show-Help
+            exit 2
+        }
+    }
+}
+
+Main

build.sh

@@ -8,7 +8,8 @@ RELEASE=${RELEASE_BUILD:-"0"}
 RELEASE_TYPE="unknown"
 VERSION=""
 COMMIT_HASH=""
-BUILD_UNIXTIME=""
+BUILD_UNIXTIME="${BUILD_UNIXTIME}"
+BUILD_DATE="${BUILD_DATE}"
 PACKAGE_FILENAME=""
 DOCKER_TAG=""
 
@@ -117,8 +118,15 @@ check_type_dependencies() {
 
 set_build_parameters() {
     VERSION="$(grep '"version": ' package.json | awk -F ':' '{print $2}' | tr -d ' ' | tr -d ',' | tr -d '"')"
-    COMMIT_HASH="$(git rev-parse --short HEAD)"
-    BUILD_UNIXTIME="$(date '+%s')"
+    COMMIT_HASH="$(git rev-parse --short=7 HEAD)"
+
+    if [ -z "$BUILD_UNIXTIME" ]; then
+        BUILD_UNIXTIME="$(date '+%s')"
+    fi
+
+    if [ -z "$BUILD_DATE" ]; then
+        BUILD_DATE="$(date '+%Y%m%d')"
+    fi
 }
 
 build_backend() {
@@ -203,7 +211,7 @@ build_package() {
     package_file_name="$VERSION";
 
     if [ "$RELEASE" = "0" ]; then
-        package_file_name="$package_file_name-$(date '+%Y%m%d')"
+        package_file_name="$package_file_name-$BUILD_DATE"
     fi
 
     package_file_name="ezbookkeeping-$package_file_name-$(arch).tar.gz"
@@ -237,7 +245,7 @@ build_docker() {
     docker_tag="$VERSION"
 
     if [ "$RELEASE" = "0" ]; then
-        docker_tag="SNAPSHOT-$(date '+%Y%m%d')";
+        docker_tag="SNAPSHOT-$BUILD_DATE";
     fi
 
     docker_tag="ezbookkeeping:$docker_tag"

cmd/database.go

@@ -101,6 +101,14 @@ func updateAllDatabaseTablesStructure(c *core.CliContext) error {
 
 	log.BootInfof(c, "[database.updateAllDatabaseTablesStructure] transaction category table maintained successfully")
 
+	err = datastore.Container.UserDataStore.SyncStructs(new(models.TransactionTagGroup))
+
+	if err != nil {
+		return err
+	}
+
+	log.BootInfof(c, "[database.updateAllDatabaseTablesStructure] transaction tag group table maintained successfully")
+
 	err = datastore.Container.UserDataStore.SyncStructs(new(models.TransactionTag))
 
 	if err != nil {
@@ -149,5 +157,21 @@ func updateAllDatabaseTablesStructure(c *core.CliContext) error {
 
 	log.BootInfof(c, "[database.updateAllDatabaseTablesStructure] user application cloud settings table maintained successfully")
 
+	err = datastore.Container.UserDataStore.SyncStructs(new(models.UserExternalAuth))
+
+	if err != nil {
+		return err
+	}
+
+	log.BootInfof(c, "[database.updateAllDatabaseTablesStructure] user external auth table maintained successfully")
+
+	err = datastore.Container.UserDataStore.SyncStructs(new(models.InsightsExplorer))
+
+	if err != nil {
+		return err
+	}
+
+	log.BootInfof(c, "[database.updateAllDatabaseTablesStructure] insights explorer table maintained successfully")
+
 	return nil
 }

cmd/initializer.go

@@ -9,6 +9,7 @@ import (
 	"github.com/mayswind/ezbookkeeping/pkg/datastore"
 	"github.com/mayswind/ezbookkeeping/pkg/duplicatechecker"
 	"github.com/mayswind/ezbookkeeping/pkg/exchangerates"
+	"github.com/mayswind/ezbookkeeping/pkg/llm"
 	"github.com/mayswind/ezbookkeeping/pkg/log"
 	"github.com/mayswind/ezbookkeeping/pkg/mail"
 	"github.com/mayswind/ezbookkeeping/pkg/settings"
@@ -90,6 +91,15 @@ func initializeSystem(c *core.CliContext) (*settings.Config, error) {
 		return nil, err
 	}
 
+	err = llm.InitializeLargeLanguageModelProvider(config)
+
+	if err != nil {
+		if !isDisableBootLog {
+			log.BootErrorf(c, "[initializer.initializeSystem] initializes large language model provider failed, because %s", err.Error())
+		}
+		return nil, err
+	}
+
 	err = uuid.InitializeUuidGenerator(config)
 
 	if err != nil {
@@ -152,11 +162,47 @@ func getConfigWithoutSensitiveData(config *settings.Config) *settings.Config {
 		return config
 	}
 
-	clonedConfig.DatabaseConfig.DatabasePassword = "****"
-	clonedConfig.SMTPConfig.SMTPPasswd = "****"
-	clonedConfig.MinIOConfig.SecretAccessKey = "****"
-	clonedConfig.SecretKey = "****"
-	clonedConfig.AmapApplicationSecret = "****"
+	if clonedConfig.DatabaseConfig.DatabasePassword != "" {
+		clonedConfig.DatabaseConfig.DatabasePassword = "****"
+	}
+
+	if clonedConfig.SMTPConfig.SMTPPasswd != "" {
+		clonedConfig.SMTPConfig.SMTPPasswd = "****"
+	}
+
+	if clonedConfig.MinIOConfig.SecretAccessKey != "" {
+		clonedConfig.MinIOConfig.SecretAccessKey = "****"
+	}
+
+	if clonedConfig.SecretKey != "" {
+		clonedConfig.SecretKey = "****"
+	}
+
+	if clonedConfig.AmapApplicationSecret != "" {
+		clonedConfig.AmapApplicationSecret = "****"
+	}
+
+	if clonedConfig.WebDAVConfig != nil && clonedConfig.WebDAVConfig.Password != "" {
+		clonedConfig.WebDAVConfig.Password = "****"
+	}
+
+	if clonedConfig.ReceiptImageRecognitionLLMConfig != nil {
+		if clonedConfig.ReceiptImageRecognitionLLMConfig.OpenAIAPIKey != "" {
+			clonedConfig.ReceiptImageRecognitionLLMConfig.OpenAIAPIKey = "****"
+		}
+
+		if clonedConfig.ReceiptImageRecognitionLLMConfig.OpenAICompatibleAPIKey != "" {
+			clonedConfig.ReceiptImageRecognitionLLMConfig.OpenAICompatibleAPIKey = "****"
+		}
+
+		if clonedConfig.ReceiptImageRecognitionLLMConfig.OpenRouterAPIKey != "" {
+			clonedConfig.ReceiptImageRecognitionLLMConfig.OpenRouterAPIKey = "****"
+		}
+	}
+
+	if clonedConfig.OAuth2ClientSecret != "" {
+		clonedConfig.OAuth2ClientSecret = "****"
+	}
 
 	return clonedConfig
 }

cmd/user_data.go

@@ -264,7 +264,26 @@ var UserData = &cli.Command{
 					Name:     "type",
 					Aliases:  []string{"t"},
 					Required: false,
-					Usage:    "Specific token type, supports \"normal\" and \"mcp\", default is \"normal\"",
+					Usage:    "Specific token type, supports \"api\" and \"mcp\", default is \"api\"",
+				},
+				&cli.Int64Flag{
+					Name:     "expiresInSeconds",
+					Aliases:  []string{"e"},
+					Required: true,
+					Usage:    "Token expiration time in seconds (0 - 4294967295, 0 means no expiration).",
+				},
+			},
+		},
+		{
+			Name:   "user-session-revoke",
+			Usage:  "Revoke the specified user session",
+			Action: bindAction(revokeUserToken),
+			Flags: []cli.Flag{
+				&cli.StringFlag{
+					Name:     "token",
+					Aliases:  []string{"t"},
+					Required: false,
+					Usage:    "Specific token content",
 				},
 			},
 		},
@@ -709,17 +728,23 @@ func createNewUserToken(c *core.CliContext) error {
 
 	username := c.String("username")
 	tokenType := c.String("type")
+	expiresInSeconds := c.Int64("expiresInSeconds")
 
 	if tokenType == "" {
-		tokenType = "normal"
+		tokenType = "api"
 	}
 
-	if tokenType != "normal" && tokenType != "mcp" {
+	if tokenType != "api" && tokenType != "mcp" {
 		log.CliErrorf(c, "[user_data.createNewUserToken] token type is invalid")
 		return nil
 	}
 
-	token, tokenString, err := clis.UserData.CreateNewUserToken(c, username, tokenType)
+	if expiresInSeconds < 0 || expiresInSeconds > 4294967295 {
+		log.CliErrorf(c, "[user_data.createNewUserToken] expiresInSeconds is out of range (0 - 4294967295)")
+		return nil
+	}
+
+	token, tokenString, err := clis.UserData.CreateNewUserToken(c, username, tokenType, expiresInSeconds)
 
 	if err != nil {
 		log.CliErrorf(c, "[user_data.createNewUserToken] error occurs when creating user token")
@@ -732,6 +757,26 @@ func createNewUserToken(c *core.CliContext) error {
 	return nil
 }
 
+func revokeUserToken(c *core.CliContext) error {
+	_, err := initializeSystem(c)
+
+	if err != nil {
+		return err
+	}
+
+	token := c.String("token")
+	err = clis.UserData.RevokeUserToken(c, token)
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.revokeUserToken] error occurs when revoking user token")
+		return err
+	}
+
+	log.CliInfof(c, "[user_data.revokeUserToken] the specified user token has been revoked successfully")
+
+	return nil
+}
+
 func clearUserTokens(c *core.CliContext) error {
 	_, err := initializeSystem(c)
 
@@ -913,15 +958,18 @@ func printUserInfo(user *models.User) {
 	fmt.Printf("[DefaultCurrency] %s\n", user.DefaultCurrency)
 	fmt.Printf("[FirstDayOfWeek] %s (%d)\n", user.FirstDayOfWeek, user.FirstDayOfWeek)
 	fmt.Printf("[FiscalYearStart] %s (%d)\n", user.FiscalYearStart, user.FiscalYearStart)
+	fmt.Printf("[CalendarDisplayType] %s (%d)\n", user.CalendarDisplayType, user.CalendarDisplayType)
+	fmt.Printf("[DateDisplayType] %s (%d)\n", user.DateDisplayType, user.DateDisplayType)
 	fmt.Printf("[LongDateFormat] %s (%d)\n", user.LongDateFormat, user.LongDateFormat)
 	fmt.Printf("[ShortDateFormat] %s (%d)\n", user.ShortDateFormat, user.ShortDateFormat)
 	fmt.Printf("[LongTimeFormat] %s (%d)\n", user.LongTimeFormat, user.LongTimeFormat)
 	fmt.Printf("[ShortTimeFormat] %s (%d)\n", user.ShortTimeFormat, user.ShortTimeFormat)
 	fmt.Printf("[FiscalYearFormat] %s (%d)\n", user.FiscalYearFormat, user.FiscalYearFormat)
+	fmt.Printf("[CurrencyDisplayType] %s (%d)\n", user.CurrencyDisplayType, user.CurrencyDisplayType)
+	fmt.Printf("[NumeralSystem] %s (%d)\n", user.NumeralSystem, user.NumeralSystem)
 	fmt.Printf("[DecimalSeparator] %s (%d)\n", user.DecimalSeparator, user.DecimalSeparator)
 	fmt.Printf("[DigitGroupingSymbol] %s (%d)\n", user.DigitGroupingSymbol, user.DigitGroupingSymbol)
 	fmt.Printf("[DigitGrouping] %s (%d)\n", user.DigitGrouping, user.DigitGrouping)
-	fmt.Printf("[CurrencyDisplayType] %s (%d)\n", user.CurrencyDisplayType, user.CurrencyDisplayType)
 	fmt.Printf("[CoordinateDisplayType] %s (%d)\n", user.CoordinateDisplayType, user.CoordinateDisplayType)
 	fmt.Printf("[ExpenseAmountColor] %s (%d)\n", user.ExpenseAmountColor, user.ExpenseAmountColor)
 	fmt.Printf("[IncomeAmountColor] %s (%d)\n", user.IncomeAmountColor, user.IncomeAmountColor)

cmd/utility.go

@@ -81,13 +81,13 @@ func sendTestMail(c *core.CliContext) error {
 		return err
 	}
 
-	if !config.EnableSMTP || mail.Container.Current == nil {
+	if !config.EnableSMTP {
 		return errs.ErrSMTPServerNotEnabled
 	}
 
 	toAddress := c.String("to")
 
-	err = mail.Container.Current.SendMail(&mail.MailMessage{
+	err = mail.Container.SendMail(&mail.MailMessage{
 		To:      toAddress,
 		Subject: "ezBookkeeping test e-mail",
 		Body:    "This is a test e-mail",

cmd/webserver.go

@@ -15,6 +15,7 @@ import (
 	"github.com/urfave/cli/v3"
 
 	"github.com/mayswind/ezbookkeeping/pkg/api"
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/cron"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
@@ -72,6 +73,13 @@ func startWebServer(c *core.CliContext) error {
 		return err
 	}
 
+	err = oauth2.InitializeOAuth2Provider(config)
+
+	if err != nil {
+		log.BootErrorf(c, "[webserver.startWebServer] initializes oauth 2.0 provider failed, because %s", err.Error())
+		return err
+	}
+
 	err = cron.InitializeCronJobSchedulerContainer(c, config, true)
 
 	if err != nil {
@@ -79,7 +87,7 @@ func startWebServer(c *core.CliContext) error {
 		return err
 	}
 
-	serverInfo := fmt.Sprintf("current server id is %d, current instance id is %d", requestid.Container.Current.GetCurrentServerUniqId(), requestid.Container.Current.GetCurrentInstanceUniqId())
+	serverInfo := fmt.Sprintf("current server id is %d, current instance id is %d", requestid.Container.GetCurrentServerUniqId(), requestid.Container.GetCurrentInstanceUniqId())
 	uuidServerInfo := ""
 	if config.UuidGeneratorType == settings.InternalUuidGeneratorType {
 		uuidServerInfo = fmt.Sprintf(", current uuid server id is %d", config.UuidServerId)
@@ -104,9 +112,11 @@ func startWebServer(c *core.CliContext) error {
 		_ = v.RegisterValidation("notBlank", validators.NotBlank)
 		_ = v.RegisterValidation("validUsername", validators.ValidUsername)
 		_ = v.RegisterValidation("validEmail", validators.ValidEmail)
+		_ = v.RegisterValidation("validNickname", validators.ValidNickname)
 		_ = v.RegisterValidation("validCurrency", validators.ValidCurrency)
 		_ = v.RegisterValidation("validHexRGBColor", validators.ValidHexRGBColor)
 		_ = v.RegisterValidation("validAmountFilter", validators.ValidAmountFilter)
+		_ = v.RegisterValidation("validTagFilter", validators.ValidTagFilter)
 		_ = v.RegisterValidation("validFiscalYearStart", validators.ValidateFiscalYearStart)
 	}
 
@@ -167,7 +177,7 @@ func startWebServer(c *core.CliContext) error {
 
 	if config.AvatarProvider == core.USER_AVATAR_PROVIDER_INTERNAL {
 		avatarRoute := router.Group("/avatar")
-		avatarRoute.Use(bindMiddleware(middlewares.JWTAuthorizationByQueryString))
+		avatarRoute.Use(bindMiddleware(middlewares.JWTAuthorizationByQueryString(config)))
 		{
 			avatarRoute.GET("/:fileName", bindImage(api.Users.UserGetAvatarHandler))
 		}
@@ -175,7 +185,7 @@ func startWebServer(c *core.CliContext) error {
 
 	if config.EnableTransactionPictures {
 		pictureRoute := router.Group("/pictures")
-		pictureRoute.Use(bindMiddleware(middlewares.JWTAuthorizationByQueryString))
+		pictureRoute.Use(bindMiddleware(middlewares.JWTAuthorizationByQueryString(config)))
 		{
 			pictureRoute.GET("/:fileName", bindImage(api.TransactionPictures.TransactionPictureGetHandler))
 		}
@@ -184,7 +194,7 @@ func startWebServer(c *core.CliContext) error {
 	router.GET("/healthz.json", bindApi(api.Healths.HealthStatusHandler))
 
 	proxyRoute := router.Group("/proxy")
-	proxyRoute.Use(bindMiddleware(middlewares.JWTAuthorizationByQueryString))
+	proxyRoute.Use(bindMiddleware(middlewares.JWTAuthorizationByQueryString(config)))
 	{
 		if config.EnableMapDataFetchProxy {
 			if config.MapProvider == settings.OpenStreetMapProvider ||
@@ -208,7 +218,7 @@ func startWebServer(c *core.CliContext) error {
 
 	if config.MapProvider == settings.AmapProvider && config.AmapSecurityVerificationMethod == settings.AmapSecurityVerificationInternalProxyMethod {
 		amapApiProxyRoute := router.Group("/_AMapService")
-		amapApiProxyRoute.Use(bindMiddleware(middlewares.JWTAuthorizationByCookie))
+		amapApiProxyRoute.Use(bindMiddleware(middlewares.JWTAuthorizationByCookie(config)))
 		{
 			amapApiProxyRoute.GET("/*action", bindProxy(api.AmapApis.AmapApiProxyHandler))
 		}
@@ -226,7 +236,7 @@ func startWebServer(c *core.CliContext) error {
 		mcpRoute.Use(bindMiddleware(middlewares.RequestId(config)))
 		mcpRoute.Use(bindMiddleware(middlewares.RequestLog))
 		mcpRoute.Use(bindMiddleware(middlewares.MCPServerIpLimit(config)))
-		mcpRoute.Use(bindMiddleware(middlewares.JWTMCPAuthorization))
+		mcpRoute.Use(bindMiddleware(middlewares.JWTMCPAuthorization(config)))
 		{
 			mcpRoute.POST("", bindJSONRPCApi(map[string]core.JSONRPCApiHandlerFunc{
 				"initialize":     api.ModelContextProtocols.InitializeHandler,
@@ -242,23 +252,43 @@ func startWebServer(c *core.CliContext) error {
 		}
 	}
 
+	if config.EnableOAuth2Login {
+		oauth2Route := router.Group("/oauth2")
+		oauth2Route.Use(bindMiddleware(middlewares.RequestId(config)))
+		oauth2Route.Use(bindMiddleware(middlewares.RequestLog))
+		{
+			oauth2Route.GET("/login", bindRedirect(api.OAuth2Authentications.LoginHandler))
+			oauth2Route.GET("/callback", bindRedirect(api.OAuth2Authentications.CallbackHandler))
+		}
+	}
+
 	apiRoute := router.Group("/api")
 
 	apiRoute.Use(bindMiddleware(middlewares.RequestId(config)))
 	apiRoute.Use(bindMiddleware(middlewares.RequestLog))
 	{
-		apiRoute.POST("/authorize.json", bindApiWithTokenUpdate(api.Authorizations.AuthorizeHandler, config))
+		if config.EnableInternalAuth {
+			apiRoute.POST("/authorize.json", bindApiWithTokenUpdate(api.Authorizations.AuthorizeHandler, config))
+		}
 
-		if config.EnableTwoFactor {
+		if config.EnableInternalAuth && config.EnableTwoFactor {
 			twoFactorRoute := apiRoute.Group("/2fa")
-			twoFactorRoute.Use(bindMiddleware(middlewares.JWTTwoFactorAuthorization))
+			twoFactorRoute.Use(bindMiddleware(middlewares.JWTTwoFactorAuthorization(config)))
 			{
 				twoFactorRoute.POST("/authorize.json", bindApiWithTokenUpdate(api.Authorizations.TwoFactorAuthorizeHandler, config))
 				twoFactorRoute.POST("/recovery.json", bindApiWithTokenUpdate(api.Authorizations.TwoFactorAuthorizeByRecoveryCodeHandler, config))
 			}
 		}
 
-		if config.EnableUserRegister {
+		if config.EnableOAuth2Login {
+			oauth2Route := apiRoute.Group("/oauth2")
+			oauth2Route.Use(bindMiddleware(middlewares.JWTOAuth2CallbackAuthorization(config)))
+			{
+				oauth2Route.POST("/authorize.json", bindApiWithTokenUpdate(api.Authorizations.OAuth2CallbackAuthorizeHandler, config))
+			}
+		}
+
+		if config.EnableInternalAuth && config.EnableUserRegister {
 			apiRoute.POST("/register.json", bindApiWithTokenUpdate(api.Users.UserRegisterHandler, config))
 		}
 
@@ -266,17 +296,17 @@ func startWebServer(c *core.CliContext) error {
 			apiRoute.POST("/verify_email/resend.json", bindApi(api.Users.UserSendVerifyEmailByUnloginUserHandler))
 
 			emailVerifyRoute := apiRoute.Group("/verify_email")
-			emailVerifyRoute.Use(bindMiddleware(middlewares.JWTEmailVerifyAuthorization))
+			emailVerifyRoute.Use(bindMiddleware(middlewares.JWTEmailVerifyAuthorization(config)))
 			{
 				emailVerifyRoute.POST("/by_token.json", bindApi(api.Users.UserEmailVerifyHandler))
 			}
 		}
 
-		if config.EnableUserForgetPassword {
+		if config.EnableInternalAuth && config.EnableUserForgetPassword {
 			apiRoute.POST("/forget_password/request.json", bindApi(api.ForgetPasswords.UserForgetPasswordRequestHandler))
 
 			resetPasswordRoute := apiRoute.Group("/forget_password/reset")
-			resetPasswordRoute.Use(bindMiddleware(middlewares.JWTResetPasswordAuthorization))
+			resetPasswordRoute.Use(bindMiddleware(middlewares.JWTResetPasswordAuthorization(config)))
 			{
 				resetPasswordRoute.POST("/by_token.json", bindApi(api.ForgetPasswords.UserResetPasswordHandler))
 			}
@@ -285,10 +315,11 @@ func startWebServer(c *core.CliContext) error {
 		apiRoute.GET("/logout.json", bindApiWithTokenUpdate(api.Tokens.TokenRevokeCurrentHandler, config))
 
 		apiV1Route := apiRoute.Group("/v1")
-		apiV1Route.Use(bindMiddleware(middlewares.JWTAuthorization))
+		apiV1Route.Use(bindMiddleware(middlewares.JWTAuthorization(config)))
 		{
 			// Tokens
 			apiV1Route.GET("/tokens/list.json", bindApi(api.Tokens.TokenListHandler))
+			apiV1Route.POST("/tokens/generate/api.json", bindApi(api.Tokens.TokenGenerateAPIHandler))
 			apiV1Route.POST("/tokens/generate/mcp.json", bindApi(api.Tokens.TokenGenerateMCPHandler))
 			apiV1Route.POST("/tokens/revoke.json", bindApi(api.Tokens.TokenRevokeHandler))
 			apiV1Route.POST("/tokens/revoke_all.json", bindApi(api.Tokens.TokenRevokeAllHandler))
@@ -307,6 +338,12 @@ func startWebServer(c *core.CliContext) error {
 				apiV1Route.POST("/users/verify_email/resend.json", bindApi(api.Users.UserSendVerifyEmailByLoginedUserHandler))
 			}
 
+			// External Authentications
+			if config.EnableOAuth2Login {
+				apiV1Route.GET("/users/external_auth/list.json", bindApi(api.UserExternalAuths.ExternalAuthListHanlder))
+				apiV1Route.POST("/users/external_auth/unlink.json", bindApi(api.UserExternalAuths.UnlinkExternalAuthHandler))
+			}
+
 			// Application Cloud Settings
 			apiV1Route.GET("/users/settings/cloud/get.json", bindApi(api.UserApplicationCloudSettings.ApplicationSettingsGetHandler))
 			apiV1Route.POST("/users/settings/cloud/update.json", bindApi(api.UserApplicationCloudSettings.ApplicationSettingsUpdateHandler))
@@ -323,7 +360,9 @@ func startWebServer(c *core.CliContext) error {
 
 			// Data
 			apiV1Route.GET("/data/statistics.json", bindApi(api.DataManagements.DataStatisticsHandler))
-			apiV1Route.POST("/data/clear.json", bindApi(api.DataManagements.ClearDataHandler))
+			apiV1Route.POST("/data/clear/all.json", bindApi(api.DataManagements.ClearAllDataHandler))
+			apiV1Route.POST("/data/clear/transactions.json", bindApi(api.DataManagements.ClearAllTransactionsHandler))
+			apiV1Route.POST("/data/clear/transactions/by_account.json", bindApi(api.DataManagements.ClearAllTransactionsByAccountHandler))
 
 			if config.EnableDataExport {
 				apiV1Route.GET("/data/export.csv", bindCsv(api.DataManagements.ExportDataToEzbookkeepingCSVHandler))
@@ -344,12 +383,16 @@ func startWebServer(c *core.CliContext) error {
 			apiV1Route.GET("/transactions/count.json", bindApi(api.Transactions.TransactionCountHandler))
 			apiV1Route.GET("/transactions/list.json", bindApi(api.Transactions.TransactionListHandler))
 			apiV1Route.GET("/transactions/list/by_month.json", bindApi(api.Transactions.TransactionMonthListHandler))
+			apiV1Route.GET("/transactions/list/all.json", bindApi(api.Transactions.TransactionListAllHandler))
+			apiV1Route.GET("/transactions/reconciliation_statements.json", bindApi(api.Transactions.TransactionReconciliationStatementHandler))
 			apiV1Route.GET("/transactions/statistics.json", bindApi(api.Transactions.TransactionStatisticsHandler))
 			apiV1Route.GET("/transactions/statistics/trends.json", bindApi(api.Transactions.TransactionStatisticsTrendsHandler))
+			apiV1Route.GET("/transactions/statistics/asset_trends.json", bindApi(api.Transactions.TransactionStatisticsAssetTrendsHandler))
 			apiV1Route.GET("/transactions/amounts.json", bindApi(api.Transactions.TransactionAmountsHandler))
 			apiV1Route.GET("/transactions/get.json", bindApi(api.Transactions.TransactionGetHandler))
 			apiV1Route.POST("/transactions/add.json", bindApi(api.Transactions.TransactionCreateHandler))
 			apiV1Route.POST("/transactions/modify.json", bindApi(api.Transactions.TransactionModifyHandler))
+			apiV1Route.POST("/transactions/move/all.json", bindApi(api.Transactions.TransactionMoveAllBetweenAccountsHandler))
 			apiV1Route.POST("/transactions/delete.json", bindApi(api.Transactions.TransactionDeleteHandler))
 
 			if config.EnableDataImport {
@@ -375,6 +418,14 @@ func startWebServer(c *core.CliContext) error {
 			apiV1Route.POST("/transaction/categories/move.json", bindApi(api.TransactionCategories.CategoryMoveHandler))
 			apiV1Route.POST("/transaction/categories/delete.json", bindApi(api.TransactionCategories.CategoryDeleteHandler))
 
+			// Transaction Tag Groups
+			apiV1Route.GET("/transaction/tags/groups/list.json", bindApi(api.TransactionTagGroups.TagGroupListHandler))
+			apiV1Route.GET("/transaction/tags/groups/get.json", bindApi(api.TransactionTagGroups.TagGroupGetHandler))
+			apiV1Route.POST("/transaction/tags/groups/add.json", bindApi(api.TransactionTagGroups.TagGroupCreateHandler))
+			apiV1Route.POST("/transaction/tags/groups/modify.json", bindApi(api.TransactionTagGroups.TagGroupModifyHandler))
+			apiV1Route.POST("/transaction/tags/groups/move.json", bindApi(api.TransactionTagGroups.TagGroupMoveHandler))
+			apiV1Route.POST("/transaction/tags/groups/delete.json", bindApi(api.TransactionTagGroups.TagGroupDeleteHandler))
+
 			// Transaction Tags
 			apiV1Route.GET("/transaction/tags/list.json", bindApi(api.TransactionTags.TagListHandler))
 			apiV1Route.GET("/transaction/tags/get.json", bindApi(api.TransactionTags.TagGetHandler))
@@ -394,6 +445,22 @@ func startWebServer(c *core.CliContext) error {
 			apiV1Route.POST("/transaction/templates/move.json", bindApi(api.TransactionTemplates.TemplateMoveHandler))
 			apiV1Route.POST("/transaction/templates/delete.json", bindApi(api.TransactionTemplates.TemplateDeleteHandler))
 
+			// Insights Explorers
+			apiV1Route.GET("/insights/explorers/list.json", bindApi(api.InsightsExplorers.InsightsExplorerListHandler))
+			apiV1Route.GET("/insights/explorers/get.json", bindApi(api.InsightsExplorers.InsightsExplorerGetHandler))
+			apiV1Route.POST("/insights/explorers/add.json", bindApi(api.InsightsExplorers.InsightsExplorerCreateHandler))
+			apiV1Route.POST("/insights/explorers/modify.json", bindApi(api.InsightsExplorers.InsightsExplorerModifyHandler))
+			apiV1Route.POST("/insights/explorers/hide.json", bindApi(api.InsightsExplorers.InsightsExplorerHideHandler))
+			apiV1Route.POST("/insights/explorers/move.json", bindApi(api.InsightsExplorers.InsightsExplorerMoveHandler))
+			apiV1Route.POST("/insights/explorers/delete.json", bindApi(api.InsightsExplorers.InsightsExplorerDeleteHandler))
+
+			// Large Language Models
+			if config.ReceiptImageRecognitionLLMConfig != nil && config.ReceiptImageRecognitionLLMConfig.LLMProvider != "" {
+				if config.TransactionFromAIImageRecognition {
+					apiV1Route.POST("/llm/transactions/recognize_receipt_image.json", bindApi(api.LargeLanguageModels.RecognizeReceiptImageHandler))
+				}
+			}
+
 			// Exchange Rates
 			apiV1Route.GET("/exchange_rates/latest.json", bindApi(api.ExchangeRates.LatestExchangeRateHandler))
 			apiV1Route.POST("/exchange_rates/user_custom/update.json", bindApi(api.ExchangeRates.UserCustomExchangeRateUpdateHandler))
@@ -433,6 +500,19 @@ func bindMiddleware(fn core.MiddlewareHandlerFunc) gin.HandlerFunc {
 	}
 }
 
+func bindRedirect(fn core.RedirectHandlerFunc) gin.HandlerFunc {
+	return func(ginCtx *gin.Context) {
+		c := core.WrapWebContext(ginCtx)
+		url, err := fn(c)
+
+		if err != nil {
+			utils.PrintJsonErrorResult(c, err)
+		} else {
+			c.Redirect(http.StatusFound, url)
+		}
+	}
+}
+
 func bindApi(fn core.ApiHandlerFunc) gin.HandlerFunc {
 	return func(ginCtx *gin.Context) {
 		c := core.WrapWebContext(ginCtx)
@@ -521,7 +601,7 @@ func bindCachedJs(fn core.DataHandlerFunc, store persistence.CacheStore) gin.Han
 		if err != nil {
 			utils.PrintDataErrorResult(c, "text/javascript", err)
 		} else {
-			utils.PrintDataSuccessResult(c, "text/javascript", "", result)
+			utils.PrintDataSuccessResult(c, "text/javascript; charset=utf-8", "", result)
 		}
 	})
 }
@@ -534,7 +614,7 @@ func bindCsv(fn core.DataHandlerFunc) gin.HandlerFunc {
 		if err != nil {
 			utils.PrintDataErrorResult(c, "text/text", err)
 		} else {
-			utils.PrintDataSuccessResult(c, "text/csv", fileName, result)
+			utils.PrintDataSuccessResult(c, "text/csv; charset=utf-8", fileName, result)
 		}
 	}
 }
@@ -547,7 +627,7 @@ func bindTsv(fn core.DataHandlerFunc) gin.HandlerFunc {
 		if err != nil {
 			utils.PrintDataErrorResult(c, "text/text", err)
 		} else {
-			utils.PrintDataSuccessResult(c, "text/tab-separated-values", fileName, result)
+			utils.PrintDataSuccessResult(c, "text/tab-separated-values; charset=utf-8", fileName, result)
 		}
 	}
 }

conf/ezbookkeeping.ini

@@ -1,7 +1,4 @@
 [global]
-# Application instance name
-app_name = ezBookkeeping
-
 # Either "production", "development"
 mode = production
 
@@ -18,7 +15,7 @@ http_port = 8080
 # The domain name used to access ezBookkeeping
 domain = localhost
 
-# The full url used to access ezBookkeeping in browser
+# The full url used to access ezBookkeeping in browser, supports placeholders: %(protocol)s, %(domain)s, %(http_port)s
 root_url = %(protocol)s://%(domain)s:%(http_port)s/
 
 # https certification and its key file
@@ -37,6 +34,9 @@ enable_gzip = false
 # Set to true to log each request and execution time
 log_request = true
 
+# Add X-Request-Id header to response to track user request or error, default is true
+request_id_header = true
+
 [mcp]
 # Set to true to enable MCP (Model Context Protocol) server (via http / https web server) for AI/LLM access
 enable_mcp = false
@@ -115,7 +115,7 @@ log_file_max_size = 104857600
 log_file_max_days = 7
 
 [storage]
-# Object storage type, supports "local_filesystem" and "minio" currently
+# Object storage type, supports "local_filesystem", "minio" and "webdav" currently
 type = local_filesystem
 
 # For "local_filesystem" storage only, the storage root path (relative or absolute path)
@@ -139,6 +139,82 @@ minio_bucket = ezbookkeeping
 # For "minio" storage only, the root path to store files in minio
 minio_root_path = /
 
+# For "webdav" storage only, the webdav url
+webdav_url =
+
+# For "webdav" storage only, the webdav username
+webdav_username =
+
+# For "webdav" storage only, the webdav password
+webdav_password =
+
+# For "webdav" storage only, the webdav root path to store files
+webdav_root_path = /
+
+# For "webdav" storage only, requesting webdav url timeout (0 - 4294967295 milliseconds)
+# Set to 0 to disable timeout for requesting webdav url, default is 10000 (10 seconds)
+webdav_request_timeout = 10000
+
+# For "webdav" storage only, proxy for requesting webdav url, supports "system" (use system proxy), "none" (do not use proxy), or proxy URL which starts with "http://", "https://" or "socks5://", default is "system"
+webdav_proxy = system
+
+# For "webdav" storage only, set to true to skip tls verification when connect webdav
+webdav_skip_tls_verify = false
+
+[llm]
+# Set to true to enable creating transactions from AI image recognition results, requires "llm_provider" and its related model id to be configured properly in "llm_image_recognition" section
+transaction_from_ai_image_recognition = false
+
+# Maximum allowed AI recognition picture file size (1 - 4294967295 bytes)
+max_ai_recognition_picture_size = 10485760
+
+[llm_image_recognition]
+# Large Language Model (LLM) provider for receipt image recognition, supports the following types: "openai", "openai_compatible", "openrouter", "ollama", "google_ai"
+llm_provider =
+
+# For "openai" llm provider only, OpenAI API secret key, please visit https://platform.openai.com/api-keys for more information
+openai_api_key =
+
+# For "openai" llm provider only, receipt image recognition model for creating transactions from images
+openai_model_id =
+
+# For "openai_compatible" llm provider only, OpenAI compatible API base url, e.g. "https://api.openai.com/v1/"
+openai_compatible_base_url =
+
+# For "openai_compatible" llm provider only, OpenAI compatible API secret key
+openai_compatible_api_key =
+
+# For "openai_compatible" llm provider only, receipt image recognition model for creating transactions from images
+openai_compatible_model_id =
+
+# For "openrouter" llm provider only, OpenRouter API key, please visit https://openrouter.ai/settings/keys for more information
+openrouter_api_key =
+
+# For "openrouter" llm provider only, receipt image recognition model for creating transactions from images
+openrouter_model_id =
+
+# For "ollama" llm provider only, Ollama server url, e.g. "http://127.0.0.1:11434/"
+ollama_server_url =
+
+# For "ollama" llm provider only, receipt image recognition model for creating transactions from images
+ollama_model_id =
+
+# For "google_ai" llm provider only, Google AI Studio API key, please visit https://aistudio.google.com/apikey for more information
+google_ai_api_key =
+
+# For "google_ai" llm provider only, receipt image recognition model for creating transactions from images
+google_ai_model_id =
+
+# Requesting large language model api timeout (0 - 4294967295 milliseconds)
+# Set to 0 to disable timeout for requesting large language model api, default is 60000 (60 seconds)
+request_timeout = 60000
+
+# Proxy for ezbookkeeping server requesting large language model api, supports "system" (use system proxy), "none" (do not use proxy), or proxy URL which starts with "http://", "https://" or "socks5://", default is "system"
+proxy = system
+
+# Set to true to skip tls verification when request large language model api
+skip_tls_verify = false
+
 [uuid]
 # Uuid generator type, supports "internal" currently
 generator_type = internal
@@ -168,9 +244,6 @@ enable_create_scheduled_transaction = true
 # Used for signing, you must change it to keep your user data safe before you first run ezBookkeeping
 secret_key =
 
-# Set to true to enable two-factor authorization
-enable_two_factor = true
-
 # Token expired seconds (60 - 4294967295), default is 2592000 (30 days)
 token_expired_time = 2592000
 
@@ -187,14 +260,81 @@ email_verify_token_expired_time = 3600
 # Password reset token expired seconds (60 - 4294967295), default is 3600 (60 minutes)
 password_reset_token_expired_time = 3600
 
+# Set to true to enable API token generation
+enable_api_token = false
+
 # Maximum count of password / token check failures (0 - 4294967295) per IP per minute (use the above duplicate checker), default is 5, set to 0 to disable
 max_failures_per_ip_per_minute = 5
 
 # Maximum count of password / token check failures (0 - 4294967295) per user per minute (use the above duplicate checker), default is 5, set to 0 to disable
 max_failures_per_user_per_minute = 5
 
-# Add X-Request-Id header to response to track user request or error, default is true
-request_id_header = true
+[auth]
+# Set to true to enable internal authentication
+enable_internal_auth = true
+
+# Set to true to enable OAuth 2.0 authentication
+enable_oauth2_auth = false
+
+# For "internal" authentication only, set to true to enable two-factor authorization
+enable_two_factor = true
+
+# For "internal" authentication only, set to true to allow users to reset password
+enable_forget_password = true
+
+# For "internal" authentication only, set to true to require email must be verified when use forget password
+forget_password_require_email_verify = false
+
+# For "oauth2" authentication only, OAuth 2.0 provider, supports "oidc", "nextcloud", "gitea" and "github" currently
+oauth2_provider =
+
+# For "oauth2" authentication only, OAuth 2.0 client ID
+oauth2_client_id =
+
+# For "oauth2" authentication only, OAuth 2.0 client secret
+oauth2_client_secret =
+
+# For "oauth2" authentication only, OAuth 2.0 provider user identifier claim name, supports "email" and "username", default is "email"
+oauth2_user_identifier = email
+
+# For "oauth2" authentication only, set to true to use PKCE
+oauth2_use_pkce = false
+
+# For "oauth2" authentication only, if the user returned by OAuth 2.0 is not registered, automatically create a new user (requires "enable_register" to be set to true)
+oauth2_auto_register = true
+
+# For "oauth2" authentication only, OAuth 2.0 state expired seconds (60 - 4294967295), default is 300 (5 minutes)
+oauth2_state_expired_time = 300
+
+# For "oauth2" authentication only, requesting OAuth 2.0 api timeout (0 - 4294967295 milliseconds)
+# Set to 0 to disable timeout for requesting OAuth 2.0 api, default is 10000 (10 seconds)
+oauth2_request_timeout = 10000
+
+# For "oauth2" authentication only, proxy for ezbookkeeping server requesting OAuth 2.0 api, supports "system" (use system proxy), "none" (do not use proxy), or proxy URL which starts with "http://", "https://" or "socks5://", default is "system"
+oauth2_proxy = system
+
+# For "oauth2" authentication only, set to true to skip tls verification when request OAuth 2.0 api
+oauth2_skip_tls_verify = false
+
+# For "oauth2" authentication and "oidc" OAuth 2.0 provider only, OIDC provider issuer url. Make sure the ".well-known" directory is available under this path. For example, if it's set to "https://auth.example.com", the discovery URL should be "https://auth.example.com/.well-known/openid-configuration".
+oidc_provider_base_url =
+
+# For "oauth2" authentication and "oidc" OAuth 2.0 provider only, set to true to check whether the issuer url in the discovery response matches the above "oidc_provider_base_url"
+oidc_provider_check_issuer_url = true
+
+# For "oauth2" authentication and "oidc" OAuth 2.0 provider only, set to true to replace the text "Connect ID" in the "Log in with Connect ID" button with the below custom provider name
+enable_oidc_display_name = false
+
+# For "oauth2" authentication and "oidc" OAuth 2.0 provider only, the custom provider name to replace the text in the "Log in with Connect ID" button, it supports multi-language configuration
+# Add an underscore and a language tag after the setting key to configure the display name in that language
+# For example, oidc_custom_display_name_zh_hans means the display name in Chinese (Simplified)
+oidc_custom_display_name =
+
+# For "oauth2" authentication and "nextcloud" OAuth 2.0 provider only, Nextcloud base url, e.g. "https://cloud.example.org/"
+nextcloud_base_url =
+
+# For "oauth2" authentication and "gitea" OAuth 2.0 provider only, Gitea base url, e.g. "https://git.example.com/"
+gitea_base_url =
 
 [user]
 # Set to true to allow users to register account by themselves
@@ -206,12 +346,6 @@ enable_email_verify = false
 # Set to true to require email must be verified when login
 enable_force_email_verify = false
 
-# Set to true to allow users to reset password
-enable_forget_password = true
-
-# Set to true to require email must be verified when use forget password
-forget_password_require_email_verify = false
-
 # Set to true to allow users to upload transaction pictures
 enable_transaction_picture = true
 
@@ -245,6 +379,10 @@ max_user_avatar_size = 1048576
 # 11: Clear All Data
 # 12: Sync Application Settings
 # 13: MCP (Model Context Protocol) Access
+# 14: Create Transactions from AI Image Recognition
+# 15: OAuth 2.0 Login
+# 16: Unlink Third-party Login
+# 17: Generate API Token
 default_feature_restrictions =
 
 [data]
@@ -371,7 +509,6 @@ custom_map_tile_server_default_zoom_level = 14
 # "swiss_national_bank": https://www.snb.ch/en/the-snb/mandates-goals/statistics/statistics-pub/current_interest_exchange_rates
 # "national_bank_of_ukraine": https://bank.gov.ua/ua/markets/exchangerates
 # "central_bank_of_uzbekistan": https://cbu.uz/en/arkhiv-kursov-valyut/
-# "international_monetary_fund": https://www.imf.org/external/np/fin/data/param_rms_mth.aspx
 # "user_custom": users set their own exchange rates data in the UI
 data_source = euro_central_bank
 

contributors.json

@@ -0,0 +1,70 @@
+{
+    "code": [
+        "jiangshengwu",
+        "vigdail",
+        "f97",
+        "Miguelonlonlon",
+        "seb26",
+        "nktlitvinenko",
+        "lvdou-bing",
+        "dshemin",
+        "lucdsouza",
+        "OuIChien"
+    ],
+    "translators": {
+        "de": [
+            "chrgm"
+        ],
+        "en": [],
+        "es": [
+            "Miguelonlonlon",
+            "abrugues",
+            "AndresTeller",
+            "diegofercri"
+        ],
+        "fr": [
+            "brieucdlf"
+        ],
+        "it": [
+            "waron97"
+        ],
+        "ja": [
+            "tkymmm"
+        ],
+        "kn": [
+            "Darshanbm05"
+        ],
+        "ko": [
+            "overworks"
+        ],
+        "nl": [
+            "automagics"
+        ],
+        "pt-BR": [
+            "thecodergus"
+        ],
+        "ru": [
+            "artegoser"
+        ],
+        "sl": [
+            "thehijacker"
+        ],
+        "ta": [
+            "hhharsha36"
+        ],
+        "th": [
+            "natthavat28"
+        ],
+        "tr": [
+            "aydnykn"
+        ],
+        "uk": [
+            "nktlitvinenko"
+        ],
+        "vi": [
+            "f97"
+        ],
+        "zh-Hans": [],
+        "zh-Hant": []
+    }
+}

docker-bake.hcl

@@ -0,0 +1,34 @@
+variable "DEFAULT_TAG" {
+  default = "ezbookkeeping:local"
+}
+
+// Special target: https://github.com/docker/metadata-action#bake-definition
+target "docker-metadata-action" {
+  tags = ["${DEFAULT_TAG}"]
+}
+
+// Default target if none specified
+group "default" {
+  targets = ["image-local"]
+}
+
+target "image" {
+  inherits = ["docker-metadata-action"]
+  context = "./"
+  dockerfile = "Dockerfile"
+}
+
+target "image-local" {
+  inherits = ["image"]
+  output = ["type=docker"]
+}
+
+target "image-all" {
+  inherits = ["image"]
+  platforms = [
+    "linux/amd64",
+    "linux/arm64",
+    "linux/arm/v7",
+    "linux/arm/v6"
+  ]
+}

etc/systemd/ezbookkeeping.service

@@ -1,5 +1,5 @@
 [Unit]
-Description=ezBookkeeping, a lightweight, self-hosted personal finance app with a sleek, user-friendly interface and powerful bookkeeping features.
+Description=ezBookkeeping, a lightweight, self-hosted personal finance app with a user-friendly interface and powerful bookkeeping features.
 After=syslog.target
 After=network.target
 After=mariadb.service mysqld.service postgresql.service

ezbookkeeping.go

@@ -32,7 +32,7 @@ func main() {
 
 	cmd := &cli.Command{
 		Name:    "ezBookkeeping",
-		Usage:   "A lightweight, self-hosted personal finance app with a sleek, user-friendly interface and powerful bookkeeping features.",
+		Usage:   "A lightweight, self-hosted personal finance app with a user-friendly interface and powerful bookkeeping features.",
 		Version: GetFullVersion(),
 		Commands: []*cli.Command{
 			cmd.WebServer,

go.mod

@@ -1,34 +1,37 @@
 module github.com/mayswind/ezbookkeeping
 
-go 1.24
+go 1.25
 
 require (
-	github.com/boombuler/barcode v1.0.2
+	github.com/boombuler/barcode v1.1.0
+	github.com/coreos/go-oidc/v3 v3.17.0
 	github.com/extrame/xls v0.0.2-0.20200426124601-4a6cf263071b
-	github.com/gin-contrib/cache v1.4.0
-	github.com/gin-contrib/gzip v1.2.3
-	github.com/gin-gonic/gin v1.10.1
-	github.com/go-co-op/gocron/v2 v2.16.2
-	github.com/go-playground/validator/v10 v10.26.0
-	github.com/go-sql-driver/mysql v1.9.2
-	github.com/golang-jwt/jwt/v5 v5.2.2
+	github.com/gin-contrib/cache v1.4.1
+	github.com/gin-contrib/gzip v1.2.5
+	github.com/gin-gonic/gin v1.11.0
+	github.com/go-co-op/gocron/v2 v2.18.2
+	github.com/go-playground/validator/v10 v10.28.0
+	github.com/go-sql-driver/mysql v1.9.3
+	github.com/golang-jwt/jwt/v5 v5.3.0
+	github.com/invopop/jsonschema v0.13.0
 	github.com/lib/pq v1.10.9
-	github.com/mattn/go-sqlite3 v1.14.28
-	github.com/minio/minio-go/v7 v7.0.92
+	github.com/mattn/go-sqlite3 v1.14.32
+	github.com/minio/minio-go/v7 v7.0.97
 	github.com/patrickmn/go-cache v2.1.0+incompatible
 	github.com/pquerna/otp v1.5.0
 	github.com/sirupsen/logrus v1.9.3
-	github.com/stretchr/testify v1.10.0
-	github.com/urfave/cli/v3 v3.3.3
+	github.com/stretchr/testify v1.11.1
+	github.com/urfave/cli/v3 v3.6.1
 	github.com/wk8/go-ordered-map/v2 v2.1.8
-	github.com/xuri/excelize/v2 v2.9.0
-	golang.org/x/crypto v0.38.0
-	golang.org/x/net v0.40.0
-	golang.org/x/text v0.25.0
+	github.com/xuri/excelize/v2 v2.10.0
+	golang.org/x/crypto v0.46.0
+	golang.org/x/net v0.48.0
+	golang.org/x/oauth2 v0.34.0
+	golang.org/x/text v0.32.0
 	gopkg.in/ini.v1 v1.67.0
 	gopkg.in/mail.v2 v2.3.1
 	xorm.io/builder v0.3.13
-	xorm.io/xorm v1.3.9
+	xorm.io/xorm v1.3.11
 )
 
 require (
@@ -36,44 +39,49 @@ require (
 	github.com/bahlo/generic-list-go v0.2.0 // indirect
 	github.com/bradfitz/gomemcache v0.0.0-20250403215159-8d39553ac7cf // indirect
 	github.com/buger/jsonparser v1.1.1 // indirect
-	github.com/bytedance/sonic v1.13.2 // indirect
-	github.com/bytedance/sonic/loader v0.2.4 // indirect
+	github.com/bytedance/gopkg v0.1.3 // indirect
+	github.com/bytedance/sonic v1.14.1 // indirect
+	github.com/bytedance/sonic/loader v0.3.0 // indirect
 	github.com/cespare/xxhash/v2 v2.3.0 // indirect
 	github.com/chenzhuoyu/base64x v0.0.0-20230717121745-296ad89f973d // indirect
 	github.com/chenzhuoyu/iasm v0.9.1 // indirect
-	github.com/cloudwego/base64x v0.1.5 // indirect
+	github.com/cloudwego/base64x v0.1.6 // indirect
 	github.com/cloudwego/iasm v0.2.0 // indirect
 	github.com/cpuguy83/go-md2man/v2 v2.0.5 // indirect
 	github.com/davecgh/go-spew v1.1.1 // indirect
 	github.com/dustin/go-humanize v1.0.1 // indirect
 	github.com/extrame/goyymmdd v0.0.0-20210114090516-7cc815f00d1a // indirect
 	github.com/extrame/ole2 v0.0.0-20160812065207-d69429661ad7 // indirect
-	github.com/gabriel-vasile/mimetype v1.4.9 // indirect
+	github.com/gabriel-vasile/mimetype v1.4.10 // indirect
 	github.com/gin-contrib/sse v1.1.0 // indirect
 	github.com/go-ini/ini v1.67.0 // indirect
+	github.com/go-jose/go-jose/v4 v4.1.3 // indirect
 	github.com/go-playground/locales v0.14.1 // indirect
 	github.com/go-playground/universal-translator v0.18.1 // indirect
 	github.com/goccy/go-json v0.10.5 // indirect
+	github.com/goccy/go-yaml v1.18.0 // indirect
 	github.com/golang/snappy v0.0.4 // indirect
 	github.com/gomodule/redigo v1.9.2 // indirect
 	github.com/google/uuid v1.6.0 // indirect
-	github.com/invopop/jsonschema v0.13.0 // indirect
 	github.com/jonboulle/clockwork v0.5.0 // indirect
 	github.com/json-iterator/go v1.1.12 // indirect
 	github.com/klauspost/compress v1.18.0 // indirect
-	github.com/klauspost/cpuid/v2 v2.2.10 // indirect
+	github.com/klauspost/cpuid/v2 v2.3.0 // indirect
+	github.com/klauspost/crc32 v1.3.0 // indirect
 	github.com/leodido/go-urn v1.4.0 // indirect
 	github.com/mailru/easyjson v0.7.7 // indirect
 	github.com/mattn/go-isatty v0.0.20 // indirect
 	github.com/memcachier/mc/v3 v3.0.3 // indirect
-	github.com/minio/crc64nvme v1.0.1 // indirect
+	github.com/minio/crc64nvme v1.1.0 // indirect
 	github.com/minio/md5-simd v1.1.2 // indirect
 	github.com/modern-go/concurrent v0.0.0-20180306012644-bacd9c7ef1dd // indirect
 	github.com/modern-go/reflect2 v1.0.2 // indirect
 	github.com/mohae/deepcopy v0.0.0-20170929034955-c48cc78d4826 // indirect
 	github.com/pelletier/go-toml/v2 v2.2.4 // indirect
-	github.com/philhofer/fwd v1.1.3-0.20240916144458-20a13a1f6b7c // indirect
+	github.com/philhofer/fwd v1.2.0 // indirect
 	github.com/pmezard/go-difflib v1.0.0 // indirect
+	github.com/quic-go/qpack v0.5.1 // indirect
+	github.com/quic-go/quic-go v0.55.0 // indirect
 	github.com/richardlehane/mscfb v1.0.4 // indirect
 	github.com/richardlehane/msoleps v1.0.4 // indirect
 	github.com/robfig/cron/v3 v3.0.1 // indirect
@@ -82,17 +90,20 @@ require (
 	github.com/russross/blackfriday/v2 v2.1.0 // indirect
 	github.com/syndtr/goleveldb v1.0.0 // indirect
 	github.com/tealeg/xlsx v1.0.5 // indirect
-	github.com/tiendc/go-deepcopy v1.6.0 // indirect
+	github.com/tiendc/go-deepcopy v1.7.1 // indirect
 	github.com/tinylib/msgp v1.3.0 // indirect
 	github.com/twitchyliquid64/golang-asm v0.15.1 // indirect
-	github.com/ugorji/go/codec v1.2.12 // indirect
+	github.com/ugorji/go/codec v1.3.0 // indirect
 	github.com/xrash/smetrics v0.0.0-20240521201337-686a1a2994c1 // indirect
 	github.com/xuri/efp v0.0.1 // indirect
-	github.com/xuri/nfp v0.0.1 // indirect
-	golang.org/x/arch v0.17.0 // indirect
+	github.com/xuri/nfp v0.0.2-0.20250530014748-2ddeb826f9a9 // indirect
+	golang.org/x/arch v0.22.0 // indirect
 	golang.org/x/exp v0.0.0-20240613232115-7f521ea00fb8 // indirect
-	golang.org/x/sys v0.33.0 // indirect
-	google.golang.org/protobuf v1.36.6 // indirect
+	golang.org/x/mod v0.30.0 // indirect
+	golang.org/x/sync v0.19.0 // indirect
+	golang.org/x/sys v0.39.0 // indirect
+	golang.org/x/tools v0.39.0 // indirect
+	google.golang.org/protobuf v1.36.10 // indirect
 	gopkg.in/alexcesaro/quotedprintable.v3 v3.0.0-20150716171945-2caba252f4dc // indirect
 	gopkg.in/yaml.v3 v3.0.1 // indirect
 )

go.sum

@@ -4,19 +4,20 @@ gitea.com/xorm/sqlfiddle v0.0.0-20180821085327-62ce714f951a/go.mod h1:EXuID2Zs0p
 github.com/bahlo/generic-list-go v0.2.0 h1:5sz/EEAK+ls5wF+NeqDpk5+iNdMDXrh3z3nPnH1Wvgk=
 github.com/bahlo/generic-list-go v0.2.0/go.mod h1:2KvAjgMlE5NNynlg/5iLrrCCZ2+5xWbdbCW3pNTGyYg=
 github.com/boombuler/barcode v1.0.1-0.20190219062509-6c824513bacc/go.mod h1:paBWMcWSl3LHKBqUq+rly7CNSldXjb2rDl3JlRe0mD8=
-github.com/boombuler/barcode v1.0.2 h1:79yrbttoZrLGkL/oOI8hBrUKucwOL0oOjUgEguGMcJ4=
-github.com/boombuler/barcode v1.0.2/go.mod h1:paBWMcWSl3LHKBqUq+rly7CNSldXjb2rDl3JlRe0mD8=
+github.com/boombuler/barcode v1.1.0 h1:ChaYjBR63fr4LFyGn8E8nt7dBSt3MiU3zMOZqFvVkHo=
+github.com/boombuler/barcode v1.1.0/go.mod h1:paBWMcWSl3LHKBqUq+rly7CNSldXjb2rDl3JlRe0mD8=
 github.com/bradfitz/gomemcache v0.0.0-20250403215159-8d39553ac7cf h1:TqhNAT4zKbTdLa62d2HDBFdvgSbIGB3eJE8HqhgiL9I=
 github.com/bradfitz/gomemcache v0.0.0-20250403215159-8d39553ac7cf/go.mod h1:r5xuitiExdLAJ09PR7vBVENGvp4ZuTBeWTGtxuX3K+c=
 github.com/buger/jsonparser v1.1.1 h1:2PnMjfWD7wBILjqQbt530v576A/cAbQvEW9gGIpYMUs=
 github.com/buger/jsonparser v1.1.1/go.mod h1:6RYKKt7H4d4+iWqouImQ9R2FZql3VbhNgx27UK13J/0=
+github.com/bytedance/gopkg v0.1.3 h1:TPBSwH8RsouGCBcMBktLt1AymVo2TVsBVCY4b6TnZ/M=
+github.com/bytedance/gopkg v0.1.3/go.mod h1:576VvJ+eJgyCzdjS+c4+77QF3p7ubbtiKARP3TxducM=
 github.com/bytedance/sonic v1.5.0/go.mod h1:ED5hyg4y6t3/9Ku1R6dU/4KyJ48DZ4jPhfY1O2AihPM=
 github.com/bytedance/sonic v1.10.0-rc/go.mod h1:ElCzW+ufi8qKqNW0FY314xriJhyJhuoJ3gFZdAHF7NM=
-github.com/bytedance/sonic v1.13.2 h1:8/H1FempDZqC4VqjptGo14QQlJx8VdZJegxs6wwfqpQ=
-github.com/bytedance/sonic v1.13.2/go.mod h1:o68xyaF9u2gvVBuGHPlUVCy+ZfmNNO5ETf1+KgkJhz4=
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@@ -40,32 +43,36 @@ github.com/extrame/ole2 v0.0.0-20160812065207-d69429661ad7/go.mod h1:GPpMrAfHdb8
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@@ -87,8 +94,10 @@ github.com/klauspost/compress v1.18.0 h1:c/Cqfb0r+Yi+JtIEq73FWXVkRonBlf0CRNYc8Zt
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@@ -125,12 +133,16 @@ github.com/patrickmn/go-cache v2.1.0+incompatible h1:HRMgzkcYKYpi3C8ajMPV8OFXaaR
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+github.com/quic-go/quic-go v0.55.0/go.mod h1:DR51ilwU1uE164KuWXhinFcKWGlEjzys2l8zUl5Ss1U=
 github.com/richardlehane/mscfb v1.0.4 h1:WULscsljNPConisD5hR0+OyZjwK46Pfyr6mPu5ZawpM=
 github.com/richardlehane/mscfb v1.0.4/go.mod h1:YzVpcZg9czvAuhk9T+a3avCpcFPMUWm7gK3DypaEsUk=
 github.com/richardlehane/msoleps v1.0.1/go.mod h1:BWev5JBpU9Ko2WAgmZEuiz4/u3ZYTKbjLycmwiWUfWg=
@@ -153,50 +165,59 @@ github.com/stretchr/testify v1.7.0/go.mod h1:6Fq8oRcR53rry900zMqJjRRixrwX3KX962/
 github.com/stretchr/testify v1.7.1/go.mod h1:6Fq8oRcR53rry900zMqJjRRixrwX3KX962/h/Wwjteg=
 github.com/stretchr/testify v1.8.0/go.mod h1:yNjHg4UonilssWZ8iaSj1OCr/vHnekPRkoO+kdMU+MU=
 github.com/stretchr/testify v1.8.1/go.mod h1:w2LPCIKwWwSfY2zedu0+kehJoqGctiVI29o6fzry7u4=
-github.com/stretchr/testify v1.10.0 h1:Xv5erBjTwe/5IxqUQTdXv5kgmIvbHo3QQyRwhJsOfJA=
-github.com/stretchr/testify v1.10.0/go.mod h1:r2ic/lqez/lEtzL7wO/rwa5dbSLXVDPFyf8C91i36aY=
+github.com/stretchr/testify v1.11.1 h1:7s2iGBzp5EwR7/aIZr8ao5+dra3wiQyKjjFuvgVKu7U=
+github.com/stretchr/testify v1.11.1/go.mod h1:wZwfW3scLgRK+23gO65QZefKpKQRnfz6sD981Nm4B6U=
 github.com/syndtr/goleveldb v1.0.0 h1:fBdIW9lB4Iz0n9khmH8w27SJ3QEJ7+IgjPEwGSZiFdE=
 github.com/syndtr/goleveldb v1.0.0/go.mod h1:ZVVdQEZoIme9iO1Ch2Jdy24qqXrMMOU6lpPAyBWyWuQ=
 github.com/tealeg/xlsx v1.0.5 h1:+f8oFmvY8Gw1iUXzPk+kz+4GpbDZPK1FhPiQRd+ypgE=
 github.com/tealeg/xlsx v1.0.5/go.mod h1:btRS8dz54TDnvKNosuAqxrM1QgN1udgk9O34bDCnORM=
-github.com/tiendc/go-deepcopy v1.6.0/go.mod h1:toXoeQoUqXOOS/X4sKuiAoSk6elIdqc0pN7MTgOOo2I=
+github.com/tiendc/go-deepcopy v1.7.1 h1:LnubftI6nYaaMOcaz0LphzwraqN8jiWTwm416sitff4=
+github.com/tiendc/go-deepcopy v1.7.1/go.mod h1:4bKjNC2r7boYOkD2IOuZpYjmlDdzjbpTRyCx+goBCJQ=
 github.com/tinylib/msgp v1.3.0 h1:ULuf7GPooDaIlbyvgAxBV/FI7ynli6LZ1/nVUNu+0ww=
 github.com/tinylib/msgp v1.3.0/go.mod h1:ykjzy2wzgrlvpDCRc4LA8UXy6D8bzMSuAF3WD57Gok0=
 github.com/twitchyliquid64/golang-asm v0.15.1 h1:SU5vSMR7hnwNxj24w34ZyCi/FmDZTkS4MhqMhdFk5YI=
 github.com/twitchyliquid64/golang-asm v0.15.1/go.mod h1:a1lVb/DtPvCB8fslRZhAngC2+aY1QWCk3Cedj/Gdt08=
-github.com/ugorji/go/codec v1.2.12 h1:9LC83zGrHhuUA9l16C9AHXAqEV/2wBQ4nkvumAE65EE=
-github.com/ugorji/go/codec v1.2.12/go.mod h1:UNopzCgEMSXjBc6AOMqYvWC1ktqTAfzJZUZgYf6w6lg=
-github.com/urfave/cli/v3 v3.3.3 h1:byCBaVdIXuLPIDm5CYZRVG6NvT7tv1ECqdU4YzlEa3I=
-github.com/urfave/cli/v3 v3.3.3/go.mod h1:FJSKtM/9AiiTOJL4fJ6TbMUkxBXn7GO9guZqoZtpYpo=
+github.com/ugorji/go/codec v1.3.0 h1:Qd2W2sQawAfG8XSvzwhBeoGq71zXOC/Q1E9y/wUcsUA=
+github.com/ugorji/go/codec v1.3.0/go.mod h1:pRBVtBSKl77K30Bv8R2P+cLSGaTtex6fsA2Wjqmfxj4=
+github.com/urfave/cli/v3 v3.6.1 h1:j8Qq8NyUawj/7rTYdBGrxcH7A/j7/G8Q5LhWEW4G3Mo=
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 github.com/wk8/go-ordered-map/v2 v2.1.8 h1:5h/BUHu93oj4gIdvHHHGsScSTMijfx5PeYkE/fJgbpc=
 github.com/wk8/go-ordered-map/v2 v2.1.8/go.mod h1:5nJHM5DyteebpVlHnWMV0rPz6Zp7+xBAnxjb1X5vnTw=
 github.com/xrash/smetrics v0.0.0-20240521201337-686a1a2994c1/go.mod h1:Ohn+xnUBiLI6FVj/9LpzZWtj1/D6lUovWYBkxHVV3aM=
 github.com/xuri/efp v0.0.1 h1:fws5Rv3myXyYni8uwj2qKjVaRP30PdjeYe2Y6FDsCL8=
 github.com/xuri/efp v0.0.1/go.mod h1:ybY/Jr0T0GTCnYjKqmdwxyxn2BQf2RcQIIvex5QldPI=
-github.com/xuri/excelize/v2 v2.9.0 h1:1tgOaEq92IOEumR1/JfYS/eR0KHOCsRv/rYXXh6YJQE=
-github.com/xuri/excelize/v2 v2.9.0/go.mod h1:uqey4QBZ9gdMeWApPLdhm9x+9o2lq4iVmjiLfBS5hdE=
-github.com/xuri/nfp v0.0.1 h1:MDamSGatIvp8uOmDP8FnmjuQpu90NzdJxo7242ANR9Q=
-github.com/xuri/nfp v0.0.1/go.mod h1:WwHg+CVyzlv/TX9xqBFXEZAuxOPxn2k1GNHwG41IIUQ=
+github.com/xuri/excelize/v2 v2.10.0 h1:8aKsP7JD39iKLc6dH5Tw3dgV3sPRh8uRVXu/fMstfW4=
+github.com/xuri/excelize/v2 v2.10.0/go.mod h1:SC5TzhQkaOsTWpANfm+7bJCldzcnU/jrhqkTi/iBHBU=
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+github.com/xuri/nfp v0.0.2-0.20250530014748-2ddeb826f9a9/go.mod h1:WwHg+CVyzlv/TX9xqBFXEZAuxOPxn2k1GNHwG41IIUQ=
 golang.org/x/arch v0.0.0-20210923205945-b76863e36670/go.mod h1:5om86z9Hs0C8fWVUuoMHwpExlXzs5Tkyp9hOrfG7pp8=
-golang.org/x/arch v0.17.0 h1:4O3dfLzd+lQewptAHqjewQZQDyEdejz3VwgeYwkZneU=
-golang.org/x/arch v0.17.0/go.mod h1:bdwinDaKcfZUGpH09BB7ZmOfhalA8lQdzl62l8gGWsk=
-golang.org/x/crypto v0.38.0 h1:jt+WWG8IZlBnVbomuhg2Mdq0+BBQaHbtqHEFEigjUV8=
-golang.org/x/crypto v0.38.0/go.mod h1:MvrbAqul58NNYPKnOra203SB9vpuZW0e+RRZV+Ggqjw=
+golang.org/x/arch v0.22.0 h1:c/Zle32i5ttqRXjdLyyHZESLD/bB90DCU1g9l/0YBDI=
+golang.org/x/arch v0.22.0/go.mod h1:dNHoOeKiyja7GTvF9NJS1l3Z2yntpQNzgrjh1cU103A=
+golang.org/x/crypto v0.46.0 h1:cKRW/pmt1pKAfetfu+RCEvjvZkA9RimPbh7bhFjGVBU=
+golang.org/x/crypto v0.46.0/go.mod h1:Evb/oLKmMraqjZ2iQTwDwvCtJkczlDuTmdJXoZVzqU0=
 golang.org/x/exp v0.0.0-20240613232115-7f521ea00fb8/go.mod h1:jj3sYF3dwk5D+ghuXyeI3r5MFf+NT2An6/9dOA95KSI=
+golang.org/x/mod v0.30.0 h1:fDEXFVZ/fmCKProc/yAXXUijritrDzahmwwefnjoPFk=
+golang.org/x/mod v0.30.0/go.mod h1:lAsf5O2EvJeSFMiBxXDki7sCgAxEUcZHXoXMKT4GJKc=
 golang.org/x/net v0.0.0-20180906233101-161cd47e91fd/go.mod h1:mL1N/T3taQHkDXs73rZJwtUhF3w3ftmwwsq0BUmARs4=
-golang.org/x/net v0.40.0 h1:79Xs7wF06Gbdcg4kdCCIQArK11Z1hr5POQ6+fIYHNuY=
-golang.org/x/net v0.40.0/go.mod h1:y0hY0exeL2Pku80/zKK7tpntoX23cqL3Oa6njdgRtds=
+golang.org/x/net v0.48.0 h1:zyQRTTrjc33Lhh0fBgT/H3oZq9WuvRR5gPC70xpDiQU=
+golang.org/x/net v0.48.0/go.mod h1:+ndRgGjkh8FGtu1w1FGbEC31if4VrNVMuKTgcAAnQRY=
+golang.org/x/oauth2 v0.34.0 h1:hqK/t4AKgbqWkdkcAeI8XLmbK+4m4G5YeQRrmiotGlw=
+golang.org/x/oauth2 v0.34.0/go.mod h1:lzm5WQJQwKZ3nwavOZ3IS5Aulzxi68dUSgRHujetwEA=
 golang.org/x/sync v0.0.0-20180314180146-1d60e4601c6f/go.mod h1:RxMgew5VJxzue5/jJTE5uejpjVlOe/izrB70Jof72aM=
+golang.org/x/sync v0.19.0 h1:vV+1eWNmZ5geRlYjzm2adRgW2/mcpevXNg50YZtPCE4=
+golang.org/x/sync v0.19.0/go.mod h1:9KTHXmSnoGruLpwFjVSX0lNNA75CykiMECbovNTZqGI=
 golang.org/x/sys v0.0.0-20180909124046-d0be0721c37e/go.mod h1:STP8DvDyc/dI5b8T5hshtkjS+E42TnysNCUPdjciGhY=
 golang.org/x/sys v0.0.0-20220715151400-c0bba94af5f8/go.mod h1:oPkhp1MJrh7nUepCBck5+mAzfO9JrbApNNgaTdGDITg=
 golang.org/x/sys v0.6.0/go.mod h1:oPkhp1MJrh7nUepCBck5+mAzfO9JrbApNNgaTdGDITg=
-golang.org/x/sys v0.33.0 h1:q3i8TbbEz+JRD9ywIRlyRAQbM0qF7hu24q3teo2hbuw=
-golang.org/x/sys v0.33.0/go.mod h1:BJP2sWEmIv4KK5OTEluFJCKSidICx8ciO85XgH3Ak8k=
+golang.org/x/sys v0.39.0 h1:CvCKL8MeisomCi6qNZ+wbb0DN9E5AATixKsvNtMoMFk=
+golang.org/x/sys v0.39.0/go.mod h1:OgkHotnGiDImocRcuBABYBEXf8A9a87e/uXjp9XT3ks=
 golang.org/x/text v0.3.0/go.mod h1:NqM8EUOU14njkJ3fqMW+pc6Ldnwhi/IjpwHt7yyuwOQ=
-golang.org/x/text v0.25.0 h1:qVyWApTSYLk/drJRO5mDlNYskwQznZmkpV2c8q9zls4=
-golang.org/x/text v0.25.0/go.mod h1:WEdwpYrmk1qmdHvhkSTNPm3app7v4rsT8F2UD6+VHIA=
-google.golang.org/protobuf v1.36.6 h1:z1NpPI8ku2WgiWnf+t9wTPsn6eP1L7ksHUlkfLvd9xY=
-google.golang.org/protobuf v1.36.6/go.mod h1:jduwjTPXsFjZGTmRluh+L6NjiWu7pchiJ2/5YcXBHnY=
+golang.org/x/text v0.32.0 h1:ZD01bjUt1FQ9WJ0ClOL5vxgxOI/sVCNgX1YtKwcY0mU=
+golang.org/x/text v0.32.0/go.mod h1:o/rUWzghvpD5TXrTIBuJU77MTaN0ljMWE47kxGJQ7jY=
+golang.org/x/tools v0.39.0 h1:ik4ho21kwuQln40uelmciQPp9SipgNDdrafrYA4TmQQ=
+golang.org/x/tools v0.39.0/go.mod h1:JnefbkDPyD8UU2kI5fuf8ZX4/yUeh9W877ZeBONxUqQ=
+google.golang.org/protobuf v1.36.10 h1:AYd7cD/uASjIL6Q9LiTjz8JLcrh/88q5UObnmY3aOOE=
+google.golang.org/protobuf v1.36.10/go.mod h1:HTf+CrKn2C3g5S8VImy6tdcUvCska2kB7j23XfzDpco=
 gopkg.in/alexcesaro/quotedprintable.v3 v3.0.0-20150716171945-2caba252f4dc h1:2gGKlE2+asNV9m7xrywl36YYNnBG5ZQ0r/BOOxqPpmk=
 gopkg.in/alexcesaro/quotedprintable.v3 v3.0.0-20150716171945-2caba252f4dc/go.mod h1:m7x9LTH6d71AHyAX77c9yqWCCa3UKHcVEj9y7hAtKDk=
 gopkg.in/check.v1 v0.0.0-20161208181325-20d25e280405/go.mod h1:Co6ibVJAznAaIkqp8huTwlJQCZ016jof/cbN4VW5Yz0=
@@ -215,5 +236,5 @@ nullprogram.com/x/optparse v1.0.0/go.mod h1:KdyPE+Igbe0jQUrVfMqDMeJQIJZEuyV7pjYm
 rsc.io/pdf v0.1.1/go.mod h1:n8OzWcQ6Sp37PL01nO98y4iUCRdTGarVfzxY20ICaU4=
 xorm.io/builder v0.3.13 h1:a3jmiVVL19psGeXx8GIurTp7p0IIgqeDmwhcR6BAOAo=
 xorm.io/builder v0.3.13/go.mod h1:aUW0S9eb9VCaPohFCH3j7czOx1PMW3i1HrSzbLYGBSE=
-xorm.io/xorm v1.3.9 h1:TUovzS0ko+IQ1XnNLfs5dqK1cJl1H5uHpWbWqAQ04nU=
-xorm.io/xorm v1.3.9/go.mod h1:LsCCffeeYp63ssk0pKumP6l96WZcHix7ChpurcLNuMw=
+xorm.io/xorm v1.3.11 h1:i4tlVUASogb0ZZFJHA7dZqoRU2pUpUsutnNdaOlFyMI=
+xorm.io/xorm v1.3.11/go.mod h1:cs0ePc8O4a0jD78cNvD+0VFwhqotTvLQZv372QsDw7Q=

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ezbookkeeping",
-  "version": "0.10.0",
+  "version": "1.3.2",
   "private": true,
   "repository": {
     "type": "git",
@@ -20,64 +20,72 @@
   },
   "dependencies": {
     "@mdi/js": "^7.4.47",
-    "@vuepic/vue-datepicker": "^11.0.2",
-    "axios": "^1.9.0",
+    "@vuepic/vue-datepicker": "^12.1.0",
+    "axios": "^1.13.2",
     "cbor-js": "^0.1.0",
+    "chardet": "^2.1.1",
     "clipboard": "^2.0.11",
     "crypto-js": "^4.2.0",
     "dom7": "^4.0.6",
-    "echarts": "^5.6.0",
-    "framework7": "^8.3.4",
+    "echarts": "^6.0.0",
+    "framework7": "^9.0.2",
     "framework7-icons": "^5.0.5",
-    "framework7-vue": "^8.3.4",
+    "framework7-vue": "^9.0.2",
+    "jalaali-js": "^1.2.8",
     "leaflet": "^1.9.4",
     "line-awesome": "^1.3.0",
     "moment": "^2.30.1",
     "moment-timezone": "^0.6.0",
-    "pinia": "^3.0.2",
+    "pinia": "^3.0.4",
     "register-service-worker": "^1.7.2",
     "skeleton-elements": "^4.0.1",
-    "swiper": "^10.2.0",
+    "swiper": "^12.0.3",
     "ua-parser-js": "^1.0.39",
-    "vue": "^3.5.16",
-    "vue-echarts": "^7.0.3",
-    "vue-i18n": "^11.1.5",
-    "vue-router": "^4.5.1",
+    "vue": "^3.5.25",
+    "vue-echarts": "^8.0.1",
+    "vue-i18n": "^11.2.2",
+    "vue-router": "^4.6.4",
     "vue3-perfect-scrollbar": "^2.0.0",
     "vuedraggable": "^4.1.0",
-    "vuetify": "^3.8.7"
+    "vuetify": "^3.11.3"
   },
   "devDependencies": {
-    "@jest/globals": "^29.7.0",
-    "@tsconfig/node22": "^22.0.2",
+    "@jest/globals": "^30.2.0",
+    "@tsconfig/node24": "^24.0.3",
     "@types/cbor-js": "^0.1.1",
     "@types/crypto-js": "^4.2.2",
     "@types/git-rev-sync": "^2.0.2",
-    "@types/jest": "^29.5.14",
-    "@types/node": "^22.15.29",
+    "@types/jalaali-js": "^1.2.0",
+    "@types/jest": "^30.0.0",
+    "@types/node": "^24.1.0",
     "@types/ua-parser-js": "^0.7.39",
-    "@vitejs/plugin-vue": "^5.2.4",
-    "@vue/eslint-config-typescript": "^14.5.0",
-    "@vue/tsconfig": "^0.7.0",
-    "cross-env": "^7.0.3",
-    "eslint": "^9.28.0",
-    "eslint-plugin-vue": "^10.1.0",
+    "@vitejs/plugin-vue": "^6.0.3",
+    "@vue/eslint-config-typescript": "^14.6.0",
+    "@vue/tsconfig": "^0.8.1",
+    "cross-env": "^10.1.0",
+    "eslint": "^9.39.1",
+    "eslint-plugin-vue": "^10.6.2",
     "git-rev-sync": "^3.0.2",
-    "jest": "^29.7.0",
-    "postcss-preset-env": "^10.2.0",
-    "sass": "^1.89.1",
-    "ts-jest": "^29.3.4",
+    "jest": "^30.2.0",
+    "postcss-preset-env": "^10.5.0",
+    "sass": "^1.96.0",
+    "ts-jest": "^29.4.6",
     "ts-node": "^10.9.2",
-    "typescript": "^5.8.3",
-    "vite": "^6.3.5",
-    "vite-plugin-checker": "^0.9.3",
-    "vite-plugin-pwa": "^1.0.0",
-    "vite-plugin-vuetify": "^2.1.1",
-    "vue-tsc": "^2.2.10"
+    "typescript": "^5.9.3",
+    "vite": "^7.2.7",
+    "vite-plugin-checker": "^0.12.0",
+    "vite-plugin-pwa": "^1.2.0",
+    "vite-plugin-vuetify": "^2.1.2",
+    "vue-tsc": "^3.1.8"
   },
   "browserslist": [
-    "> 1%",
-    "last 2 versions",
+    "last 5 Chrome versions",
+    "last 5 Firefox versions",
+    "last 5 Safari versions",
+    "last 5 Edge versions",
+    "last 5 ChromeAndroid versions",
+    "last 5 iOS versions",
+    "not IE <= 11",
     "not dead"
   ]
 }

pkg/api/accounts.go

@@ -150,10 +150,10 @@ func (a *AccountsApi) AccountCreateHandler(c *core.WebContext) (any, *errs.Error
 		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
-	utcOffset, err := c.GetClientTimezoneOffset()
+	clientTimezone, err := c.GetClientTimezone()
 
 	if err != nil {
-		log.Warnf(c, "[accounts.AccountCreateHandler] cannot get client timezone offset, because %s", err.Error())
+		log.Warnf(c, "[accounts.AccountCreateHandler] cannot get client timezone, because %s", err.Error())
 		return nil, errs.ErrClientTimezoneOffsetInvalid
 	}
 
@@ -278,7 +278,7 @@ func (a *AccountsApi) AccountCreateHandler(c *core.WebContext) (any, *errs.Error
 		}
 	}
 
-	err = a.accounts.CreateAccounts(c, mainAccount, accountCreateReq.BalanceTime, childrenAccounts, childrenAccountBalanceTimes, utcOffset)
+	err = a.accounts.CreateAccounts(c, mainAccount, accountCreateReq.BalanceTime, childrenAccounts, childrenAccountBalanceTimes, clientTimezone)
 
 	if err != nil {
 		log.Errorf(c, "[accounts.AccountCreateHandler] failed to create account \"id:%d\" for user \"uid:%d\", because %s", mainAccount.AccountId, uid, err.Error())
@@ -315,10 +315,10 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 		return nil, errs.ErrAccountIdInvalid
 	}
 
-	utcOffset, err := c.GetClientTimezoneOffset()
+	clientTimezone, err := c.GetClientTimezone()
 
 	if err != nil {
-		log.Warnf(c, "[accounts.AccountModifyHandler] cannot get client timezone offset, because %s", err.Error())
+		log.Warnf(c, "[accounts.AccountModifyHandler] cannot get client timezone, because %s", err.Error())
 		return nil, errs.ErrClientTimezoneOffsetInvalid
 	}
 
@@ -437,6 +437,17 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 	toUpdateAccount := a.getToUpdateAccount(uid, &accountModifyReq, mainAccount, false)
 
 	if toUpdateAccount != nil {
+		if toUpdateAccount.Category != mainAccount.Category {
+			maxOrderId, err := a.accounts.GetMaxDisplayOrder(c, uid, toUpdateAccount.Category)
+
+			if err != nil {
+				log.Errorf(c, "[accounts.AccountModifyHandler] failed to get max display order for user \"uid:%d\", because %s", uid, err.Error())
+				return nil, errs.Or(err, errs.ErrOperationFailed)
+			}
+
+			toUpdateAccount.DisplayOrder = maxOrderId + 1
+		}
+
 		anythingUpdate = true
 		toUpdateAccounts = append(toUpdateAccounts, toUpdateAccount)
 	}
@@ -521,7 +532,7 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 		}
 	}
 
-	err = a.accounts.ModifyAccounts(c, mainAccount, toUpdateAccounts, toAddAccounts, toAddAccountBalanceTimes, toDeleteAccountIds, utcOffset)
+	err = a.accounts.ModifyAccounts(c, mainAccount, toUpdateAccounts, toAddAccounts, toAddAccountBalanceTimes, toDeleteAccountIds, clientTimezone)
 
 	if err != nil {
 		log.Errorf(c, "[accounts.AccountModifyHandler] failed to update account \"id:%d\" for user \"uid:%d\", because %s", accountModifyReq.Id, uid, err.Error())
@@ -542,7 +553,6 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 
 		account.Type = oldAccount.Type
 		account.ParentAccountId = oldAccount.ParentAccountId
-		account.DisplayOrder = oldAccount.DisplayOrder
 		account.Currency = oldAccount.Currency
 		account.Balance = oldAccount.Balance
 
@@ -762,15 +772,16 @@ func (a *AccountsApi) getToUpdateAccount(uid int64, accountModifyReq *models.Acc
 	}
 
 	newAccount := &models.Account{
-		AccountId: oldAccount.AccountId,
-		Uid:       uid,
-		Name:      accountModifyReq.Name,
-		Category:  accountModifyReq.Category,
-		Icon:      accountModifyReq.Icon,
-		Color:     accountModifyReq.Color,
-		Comment:   accountModifyReq.Comment,
-		Extend:    newAccountExtend,
-		Hidden:    accountModifyReq.Hidden,
+		AccountId:    oldAccount.AccountId,
+		Uid:          uid,
+		Name:         accountModifyReq.Name,
+		DisplayOrder: oldAccount.DisplayOrder,
+		Category:     accountModifyReq.Category,
+		Icon:         accountModifyReq.Icon,
+		Color:        accountModifyReq.Color,
+		Comment:      accountModifyReq.Comment,
+		Extend:       newAccountExtend,
+		Hidden:       accountModifyReq.Hidden,
 	}
 
 	if newAccount.Name != oldAccount.Name ||

pkg/api/authorizations.go

@@ -1,6 +1,9 @@
 package api
 
 import (
+	"encoding/json"
+	"errors"
+
 	"github.com/pquerna/otp/totp"
 
 	"github.com/mayswind/ezbookkeeping/pkg/avatars"
@@ -22,6 +25,7 @@ type AuthorizationsApi struct {
 	userAppCloudSettings    *services.UserApplicationCloudSettingsService
 	tokens                  *services.TokenService
 	twoFactorAuthorizations *services.TwoFactorAuthorizationService
+	userExternalAuths       *services.UserExternalAuthService
 }
 
 // Initialize a authorization api singleton instance
@@ -48,11 +52,16 @@ var (
 		userAppCloudSettings:    services.UserApplicationCloudSettings,
 		tokens:                  services.Tokens,
 		twoFactorAuthorizations: services.TwoFactorAuthorizations,
+		userExternalAuths:       services.UserExternalAuths,
 	}
 )
 
 // AuthorizeHandler verifies and authorizes current login request
 func (a *AuthorizationsApi) AuthorizeHandler(c *core.WebContext) (any, *errs.Error) {
+	if !a.CurrentConfig().EnableInternalAuth {
+		return nil, errs.ErrCannotLoginByPassword
+	}
+
 	var credential models.UserLoginRequest
 	err := c.ShouldBindJSON(&credential)
 
@@ -141,6 +150,7 @@ func (a *AuthorizationsApi) AuthorizeHandler(c *core.WebContext) (any, *errs.Err
 	}
 
 	c.SetTokenClaims(claims)
+	c.SetTokenContext("")
 
 	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, user.Uid)
 	var applicationCloudSettingSlice *models.ApplicationCloudSettingSlice = nil
@@ -151,7 +161,7 @@ func (a *AuthorizationsApi) AuthorizeHandler(c *core.WebContext) (any, *errs.Err
 		applicationCloudSettingSlice = &userApplicationCloudSettings.Settings
 	}
 
-	log.Infof(c, "[authorizations.AuthorizeHandler] user \"uid:%d\" has logined, token type is %d, token will be expired at %d", user.Uid, claims.Type, claims.ExpiresAt)
+	log.Infof(c, "[authorizations.AuthorizeHandler] user \"uid:%d\" has logged in, token type is %d, token will be expired at %d", user.Uid, claims.Type, claims.ExpiresAt)
 
 	authResp := a.getAuthResponse(c, token, twoFactorEnable, user, applicationCloudSettingSlice)
 	return authResp, nil
@@ -159,6 +169,10 @@ func (a *AuthorizationsApi) AuthorizeHandler(c *core.WebContext) (any, *errs.Err
 
 // TwoFactorAuthorizeHandler verifies and authorizes current 2fa login by passcode
 func (a *AuthorizationsApi) TwoFactorAuthorizeHandler(c *core.WebContext) (any, *errs.Error) {
+	if !a.CurrentConfig().EnableInternalAuth {
+		return nil, errs.ErrCannotLoginByPassword
+	}
+
 	var credential models.TwoFactorLoginRequest
 	err := c.ShouldBindJSON(&credential)
 
@@ -198,7 +212,7 @@ func (a *AuthorizationsApi) TwoFactorAuthorizeHandler(c *core.WebContext) (any,
 	user, err := a.users.GetUserById(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[authorizations.TwoFactorAuthorizeHandler] failed to get user \"uid:%d\" info, because %s", user.Uid, err.Error())
+		log.Errorf(c, "[authorizations.TwoFactorAuthorizeHandler] failed to get user \"uid:%d\" info, because %s", uid, err.Error())
 		return nil, errs.ErrUserNotFound
 	}
 
@@ -228,6 +242,7 @@ func (a *AuthorizationsApi) TwoFactorAuthorizeHandler(c *core.WebContext) (any,
 
 	c.SetTextualToken(token)
 	c.SetTokenClaims(claims)
+	c.SetTokenContext("")
 
 	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, user.Uid)
 	var applicationCloudSettingSlice *models.ApplicationCloudSettingSlice = nil
@@ -246,6 +261,10 @@ func (a *AuthorizationsApi) TwoFactorAuthorizeHandler(c *core.WebContext) (any,
 
 // TwoFactorAuthorizeByRecoveryCodeHandler verifies and authorizes current 2fa login by recovery code
 func (a *AuthorizationsApi) TwoFactorAuthorizeByRecoveryCodeHandler(c *core.WebContext) (any, *errs.Error) {
+	if !a.CurrentConfig().EnableInternalAuth {
+		return nil, errs.ErrCannotLoginByPassword
+	}
+
 	var credential models.TwoFactorRecoveryCodeLoginRequest
 	err := c.ShouldBindJSON(&credential)
 
@@ -276,7 +295,7 @@ func (a *AuthorizationsApi) TwoFactorAuthorizeByRecoveryCodeHandler(c *core.WebC
 	user, err := a.users.GetUserById(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[authorizations.TwoFactorAuthorizeByRecoveryCodeHandler] failed to get user \"uid:%d\" info, because %s", user.Uid, err.Error())
+		log.Errorf(c, "[authorizations.TwoFactorAuthorizeByRecoveryCodeHandler] failed to get user \"uid:%d\" info, because %s", uid, err.Error())
 		return nil, errs.ErrUserNotFound
 	}
 
@@ -322,6 +341,7 @@ func (a *AuthorizationsApi) TwoFactorAuthorizeByRecoveryCodeHandler(c *core.WebC
 
 	c.SetTextualToken(token)
 	c.SetTokenClaims(claims)
+	c.SetTokenContext("")
 
 	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, user.Uid)
 	var applicationCloudSettingSlice *models.ApplicationCloudSettingSlice = nil
@@ -338,6 +358,184 @@ func (a *AuthorizationsApi) TwoFactorAuthorizeByRecoveryCodeHandler(c *core.WebC
 	return authResp, nil
 }
 
+// OAuth2CallbackAuthorizeHandler verifies and authorizes current OAuth 2.0 callback login
+func (a *AuthorizationsApi) OAuth2CallbackAuthorizeHandler(c *core.WebContext) (any, *errs.Error) {
+	if !a.CurrentConfig().EnableOAuth2Login {
+		return nil, errs.ErrOAuth2NotEnabled
+	}
+
+	var credential models.OAuth2CallbackLoginRequest
+	err := c.ShouldBindJSON(&credential)
+
+	if err != nil {
+		log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	var tokenContext models.OAuth2CallbackTokenContext
+	err = json.Unmarshal([]byte(c.GetTokenContext()), &tokenContext)
+
+	if err != nil {
+		log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] parse token context failed, because %s", err.Error())
+		return nil, errs.ErrOperationFailed
+	}
+
+	if !tokenContext.ExternalAuthType.IsValid() {
+		log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] external auth type \"%s\" is invalid", tokenContext.ExternalAuthType)
+		return nil, errs.ErrInvalidOAuth2Provider
+	}
+
+	uid := c.GetCurrentUid()
+	err = a.CheckFailureCount(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] cannot auth for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrFailureCountLimitReached)
+	}
+
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] failed to get user \"uid:%d\" info, because %s", uid, err.Error())
+		return nil, errs.ErrUserNotFound
+	}
+
+	if user.Disabled {
+		log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] user \"uid:%d\" is disabled", user.Uid)
+		return nil, errs.ErrUserIsDisabled
+	}
+
+	if a.CurrentConfig().EnableUserForceVerifyEmail && !user.EmailVerified {
+		log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] user \"uid:%d\" has not verified email", user.Uid)
+		return nil, errs.ErrEmailIsNotVerified
+	}
+
+	oldTokenClaims := c.GetTokenClaims()
+
+	if oldTokenClaims.Type == core.USER_TOKEN_TYPE_OAUTH2_CALLBACK_REQUIRE_VERIFY {
+		if credential.Password == "" {
+			return nil, errs.ErrPasswordIsEmpty
+		}
+
+		if !a.users.IsPasswordEqualsUserPassword(credential.Password, user) {
+			failureCheckErr := a.CheckAndIncreaseFailureCount(c, uid)
+
+			if failureCheckErr != nil {
+				log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] cannot login for user \"uid:%d\", because %s", user.Uid, failureCheckErr.Error())
+				return nil, errs.Or(failureCheckErr, errs.ErrFailureCountLimitReached)
+			}
+
+			return nil, errs.ErrUserPasswordWrong
+		}
+
+		if a.CurrentConfig().EnableTwoFactor {
+			twoFactorSetting, err := a.twoFactorAuthorizations.GetUserTwoFactorSettingByUid(c, uid)
+
+			if err != nil && !errors.Is(err, errs.ErrTwoFactorIsNotEnabled) {
+				log.Errorf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] failed to check two-factor setting for user \"uid:%d\", because %s", user.Uid, err.Error())
+				return nil, errs.Or(err, errs.ErrSystemError)
+			}
+
+			if twoFactorSetting != nil {
+				if credential.Passcode == "" {
+					return nil, errs.ErrPasscodeEmpty
+				}
+
+				if !totp.Validate(credential.Passcode, twoFactorSetting.Secret) {
+					log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] passcode is invalid for user \"uid:%d\"", uid)
+
+					err = a.CheckAndIncreaseFailureCount(c, uid)
+
+					if err != nil {
+						log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] cannot auth for user \"uid:%d\", because %s", uid, err.Error())
+						return nil, errs.Or(err, errs.ErrFailureCountLimitReached)
+					}
+
+					return nil, errs.ErrPasscodeInvalid
+				}
+			}
+		}
+
+		userExternalAuth := &models.UserExternalAuth{
+			Uid:              user.Uid,
+			ExternalAuthType: tokenContext.ExternalAuthType,
+			ExternalUsername: tokenContext.ExternalUsername,
+			ExternalEmail:    tokenContext.ExternalEmail,
+		}
+
+		err = a.userExternalAuths.CreateUserExternalAuth(c, userExternalAuth)
+
+		if err != nil {
+			log.Errorf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] failed to create user external auth for user \"uid:%d\", because %s", user.Uid, err.Error())
+			return nil, errs.Or(err, errs.ErrOperationFailed)
+		}
+
+		log.Infof(c, "[authorizations.OAuth2CallbackAuthorizeHandler] user external auth has been created for user \"uid:%d\"", user.Uid)
+	} else if oldTokenClaims.Type == core.USER_TOKEN_TYPE_OAUTH2_CALLBACK {
+		_, err = a.userExternalAuths.GetUserExternalAuthByUid(c, uid, tokenContext.ExternalAuthType)
+
+		if err != nil {
+			log.Errorf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] failed to get user external auth for user \"uid:%d\", because %s", uid, err.Error())
+			return nil, errs.Or(err, errs.ErrUserExternalAuthNotFound)
+		}
+	} else {
+		return nil, errs.ErrSystemError
+	}
+
+	err = a.tokens.DeleteTokenByClaims(c, oldTokenClaims)
+
+	if err != nil {
+		log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] failed to revoke temporary token \"utid:%s\" for user \"uid:%d\", because %s", oldTokenClaims.UserTokenId, user.Uid, err.Error())
+	}
+
+	var token string
+	var claims *core.UserTokenClaims
+
+	if credential.Token != "" {
+		_, claims, _, err = a.tokens.ParseToken(c, credential.Token)
+
+		if err != nil {
+			log.Errorf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] failed to parse token, because %s", err.Error())
+			return nil, errs.ErrInvalidToken
+		}
+
+		if claims.Uid != user.Uid {
+			log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] oauth 2.0 user \"uid:%d\" does not match current user \"uid:%d\"", user.Uid, claims.Uid)
+			token = ""
+			claims = nil
+		} else {
+			token = credential.Token
+		}
+	}
+
+	if token == "" {
+		token, claims, err = a.tokens.CreateToken(c, user)
+
+		if err != nil {
+			log.Errorf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] failed to create token for user \"uid:%d\", because %s", user.Uid, err.Error())
+			return nil, errs.ErrTokenGenerating
+		}
+	}
+
+	c.SetTextualToken(token)
+	c.SetTokenClaims(claims)
+	c.SetTokenContext("")
+
+	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, user.Uid)
+	var applicationCloudSettingSlice *models.ApplicationCloudSettingSlice = nil
+
+	if err != nil {
+		log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] failed to get latest user application cloud settings for user \"uid:%d\", because %s", user.Uid, err.Error())
+	} else if userApplicationCloudSettings != nil && len(userApplicationCloudSettings.Settings) > 0 {
+		applicationCloudSettingSlice = &userApplicationCloudSettings.Settings
+	}
+
+	log.Infof(c, "[authorizations.OAuth2CallbackAuthorizeHandler] user \"uid:%d\" has logged in, token will be expired at %d", user.Uid, claims.ExpiresAt)
+
+	authResp := a.getAuthResponse(c, token, false, user, applicationCloudSettingSlice)
+	return authResp, nil
+}
+
 func (a *AuthorizationsApi) getAuthResponse(c *core.WebContext, token string, need2FA bool, user *models.User, applicationCloudSettings *models.ApplicationCloudSettingSlice) *models.AuthResponse {
 	return &models.AuthResponse{
 		Token:                    token,

pkg/api/base.go

@@ -3,6 +3,7 @@ package api
 import (
 	"fmt"
 	"sort"
+	"time"
 
 	"github.com/mayswind/ezbookkeeping/pkg/avatars"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
@@ -23,7 +24,7 @@ type ApiUsingConfig struct {
 
 // CurrentConfig returns the current config
 func (a *ApiUsingConfig) CurrentConfig() *settings.Config {
-	return a.container.Current
+	return a.container.GetCurrentConfig()
 }
 
 // GetTransactionPictureInfoResponse returns the view-object of transaction picture basic info according to the transaction picture model
@@ -53,15 +54,15 @@ func (a *ApiUsingConfig) GetAfterRegisterNotificationContent(userLanguage string
 		language = clientLanguage
 	}
 
-	if !a.container.Current.AfterRegisterNotification.Enabled {
+	if !a.CurrentConfig().AfterRegisterNotification.Enabled {
 		return ""
 	}
 
-	if multiLanguageContent, exists := a.container.Current.AfterRegisterNotification.MultiLanguageContent[language]; exists {
+	if multiLanguageContent, exists := a.CurrentConfig().AfterRegisterNotification.MultiLanguageContent[language]; exists {
 		return multiLanguageContent
 	}
 
-	return a.container.Current.AfterRegisterNotification.DefaultContent
+	return a.CurrentConfig().AfterRegisterNotification.DefaultContent
 }
 
 // GetAfterLoginNotificationContent returns the notification content displayed each time users log in
@@ -72,15 +73,15 @@ func (a *ApiUsingConfig) GetAfterLoginNotificationContent(userLanguage string, c
 		language = clientLanguage
 	}
 
-	if !a.container.Current.AfterLoginNotification.Enabled {
+	if !a.CurrentConfig().AfterLoginNotification.Enabled {
 		return ""
 	}
 
-	if multiLanguageContent, exists := a.container.Current.AfterLoginNotification.MultiLanguageContent[language]; exists {
+	if multiLanguageContent, exists := a.CurrentConfig().AfterLoginNotification.MultiLanguageContent[language]; exists {
 		return multiLanguageContent
 	}
 
-	return a.container.Current.AfterLoginNotification.DefaultContent
+	return a.CurrentConfig().AfterLoginNotification.DefaultContent
 }
 
 // GetAfterOpenNotificationContent returns the notification content displayed each time users open the app
@@ -91,15 +92,15 @@ func (a *ApiUsingConfig) GetAfterOpenNotificationContent(userLanguage string, cl
 		language = clientLanguage
 	}
 
-	if !a.container.Current.AfterOpenNotification.Enabled {
+	if !a.CurrentConfig().AfterOpenNotification.Enabled {
 		return ""
 	}
 
-	if multiLanguageContent, exists := a.container.Current.AfterOpenNotification.MultiLanguageContent[language]; exists {
+	if multiLanguageContent, exists := a.CurrentConfig().AfterOpenNotification.MultiLanguageContent[language]; exists {
 		return multiLanguageContent
 	}
 
-	return a.container.Current.AfterOpenNotification.DefaultContent
+	return a.CurrentConfig().AfterOpenNotification.DefaultContent
 }
 
 // ApiUsingDuplicateChecker represents an api that need to use duplicate checker
@@ -113,6 +114,11 @@ func (a *ApiUsingDuplicateChecker) GetSubmissionRemark(checkerType duplicatechec
 	return a.container.GetSubmissionRemark(checkerType, uid, identification)
 }
 
+// SetSubmissionRemarkWithCustomExpiration saves the identification and remark by the current duplicate checker with custom expiration time
+func (a *ApiUsingDuplicateChecker) SetSubmissionRemarkWithCustomExpiration(checkerType duplicatechecker.DuplicateCheckerType, uid int64, identification string, remark string, expiration time.Duration) {
+	a.container.SetSubmissionRemarkWithCustomExpiration(checkerType, uid, identification, remark, expiration)
+}
+
 // SetSubmissionRemarkIfEnable saves the identification and remark by the current duplicate checker if the duplicate submission check is enabled
 func (a *ApiUsingDuplicateChecker) SetSubmissionRemarkIfEnable(checkerType duplicatechecker.DuplicateCheckerType, uid int64, identification string, remark string) {
 	if a.CurrentConfig().EnableDuplicateSubmissionsCheck {
@@ -120,6 +126,11 @@ func (a *ApiUsingDuplicateChecker) SetSubmissionRemarkIfEnable(checkerType dupli
 	}
 }
 
+// RemoveSubmissionRemark removes the identification and remark by the current duplicate checker
+func (a *ApiUsingDuplicateChecker) RemoveSubmissionRemark(checkerType duplicatechecker.DuplicateCheckerType, uid int64, identification string) {
+	a.container.RemoveSubmissionRemark(checkerType, uid, identification)
+}
+
 // RemoveSubmissionRemarkIfEnable removes the identification and remark by the current duplicate checker if the duplicate submission check is enabled
 func (a *ApiUsingDuplicateChecker) RemoveSubmissionRemarkIfEnable(checkerType duplicatechecker.DuplicateCheckerType, uid int64, identification string) {
 	if a.CurrentConfig().EnableDuplicateSubmissionsCheck {

pkg/api/data_managements.go

@@ -2,6 +2,7 @@ package api
 
 import (
 	"fmt"
+	"math"
 	"strings"
 	"time"
 
@@ -15,6 +16,7 @@ import (
 	"github.com/mayswind/ezbookkeeping/pkg/utils"
 )
 
+const pageCountForClearTransactions = 1000
 const pageCountForDataExport = 1000
 
 // DataManagementsApi represents data management api
@@ -26,9 +28,11 @@ type DataManagementsApi struct {
 	transactions            *services.TransactionService
 	categories              *services.TransactionCategoryService
 	tags                    *services.TransactionTagService
+	tagGroups               *services.TransactionTagGroupService
 	pictures                *services.TransactionPictureService
 	templates               *services.TransactionTemplateService
 	userCustomExchangeRates *services.UserCustomExchangeRatesService
+	insightsExploreres      *services.InsightsExplorerService
 }
 
 // Initialize a data management api singleton instance
@@ -43,9 +47,11 @@ var (
 		transactions:            services.Transactions,
 		categories:              services.TransactionCategories,
 		tags:                    services.TransactionTags,
+		tagGroups:               services.TransactionTagGroups,
 		pictures:                services.TransactionPictures,
 		templates:               services.TransactionTemplates,
 		userCustomExchangeRates: services.UserCustomExchangeRates,
+		insightsExploreres:      services.InsightsExplorers,
 	}
 )
 
@@ -97,6 +103,13 @@ func (a *DataManagementsApi) DataStatisticsHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrOperationFailed
 	}
 
+	totalInsightsExplorerCount, err := a.insightsExploreres.GetTotalInsightsExplorersCountByUid(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[data_managements.DataStatisticsHandler] failed to get total insights explorer count for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.ErrOperationFailed
+	}
+
 	totalTransactionTemplateCount, err := a.templates.GetTotalNormalTemplateCountByUid(c, uid)
 
 	if err != nil {
@@ -117,6 +130,7 @@ func (a *DataManagementsApi) DataStatisticsHandler(c *core.WebContext) (any, *er
 		TotalTransactionTagCount:       totalTransactionTagCount,
 		TotalTransactionCount:          totalTransactionCount,
 		TotalTransactionPictureCount:   totalTransactionPictureCount,
+		TotalInsightsExplorerCount:     totalInsightsExplorerCount,
 		TotalTransactionTemplateCount:  totalTransactionTemplateCount,
 		TotalScheduledTransactionCount: totalScheduledTransactionCount,
 	}
@@ -124,13 +138,13 @@ func (a *DataManagementsApi) DataStatisticsHandler(c *core.WebContext) (any, *er
 	return dataStatisticsResp, nil
 }
 
-// ClearDataHandler deletes all user data
-func (a *DataManagementsApi) ClearDataHandler(c *core.WebContext) (any, *errs.Error) {
+// ClearAllDataHandler deletes all user data
+func (a *DataManagementsApi) ClearAllDataHandler(c *core.WebContext) (any, *errs.Error) {
 	var clearDataReq models.ClearDataRequest
 	err := c.ShouldBindJSON(&clearDataReq)
 
 	if err != nil {
-		log.Warnf(c, "[data_managements.ClearDataHandler] parse request failed, because %s", err.Error())
+		log.Warnf(c, "[data_managements.ClearAllDataHandler] parse request failed, because %s", err.Error())
 		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
@@ -139,7 +153,7 @@ func (a *DataManagementsApi) ClearDataHandler(c *core.WebContext) (any, *errs.Er
 
 	if err != nil {
 		if !errs.IsCustomError(err) {
-			log.Warnf(c, "[data_managements.ClearDataHandler] failed to get user for user \"uid:%d\", because %s", uid, err.Error())
+			log.Warnf(c, "[data_managements.ClearAllDataHandler] failed to get user for user \"uid:%d\", because %s", uid, err.Error())
 		}
 
 		return nil, errs.ErrUserNotFound
@@ -156,39 +170,148 @@ func (a *DataManagementsApi) ClearDataHandler(c *core.WebContext) (any, *errs.Er
 	err = a.templates.DeleteAllTemplates(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ClearDataHandler] failed to delete all transaction templates, because %s", err.Error())
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all transaction templates, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	err = a.transactions.DeleteAllTransactions(c, uid)
+	err = a.transactions.DeleteAllTransactions(c, uid, true)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ClearDataHandler] failed to delete all transactions, because %s", err.Error())
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all transactions, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
 	err = a.categories.DeleteAllCategories(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ClearDataHandler] failed to delete all transaction categories, because %s", err.Error())
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all transaction categories, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
 	err = a.tags.DeleteAllTags(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ClearDataHandler] failed to delete all transaction tags, because %s", err.Error())
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all transaction tags, because %s", err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	err = a.tagGroups.DeleteAllTagGroups(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all transaction tag groups, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
 	err = a.userCustomExchangeRates.DeleteAllCustomExchangeRates(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ClearDataHandler] failed to delete all user custom exchange rates, because %s", err.Error())
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all user custom exchange rates, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	log.Infof(c, "[data_managements.ClearDataHandler] user \"uid:%d\" has cleared all data", uid)
+	err = a.insightsExploreres.DeleteAllInsightsExplorers(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all insights explorers, because %s", err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[data_managements.ClearAllDataHandler] user \"uid:%d\" has cleared all data", uid)
+	return true, nil
+}
+
+// ClearAllTransactionsHandler deletes all transactions
+func (a *DataManagementsApi) ClearAllTransactionsHandler(c *core.WebContext) (any, *errs.Error) {
+	var clearDataReq models.ClearDataRequest
+	err := c.ShouldBindJSON(&clearDataReq)
+
+	if err != nil {
+		log.Warnf(c, "[data_managements.ClearAllTransactionsHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		if !errs.IsCustomError(err) {
+			log.Warnf(c, "[data_managements.ClearAllTransactionsHandler] failed to get user for user \"uid:%d\", because %s", uid, err.Error())
+		}
+
+		return nil, errs.ErrUserNotFound
+	}
+
+	if !a.users.IsPasswordEqualsUserPassword(clearDataReq.Password, user) {
+		return nil, errs.ErrUserPasswordWrong
+	}
+
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_CLEAR_ALL_DATA) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	err = a.transactions.DeleteAllTransactions(c, uid, false)
+
+	if err != nil {
+		log.Errorf(c, "[data_managements.ClearAllTransactionsHandler] failed to delete all transactions, because %s", err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[data_managements.ClearAllTransactionsHandler] user \"uid:%d\" has cleared all transactions", uid)
+	return true, nil
+}
+
+// ClearAllTransactionsByAccountHandler deletes all transactions of specified account
+func (a *DataManagementsApi) ClearAllTransactionsByAccountHandler(c *core.WebContext) (any, *errs.Error) {
+	var clearDataReq models.ClearAccountTransactionsRequest
+	err := c.ShouldBindJSON(&clearDataReq)
+
+	if err != nil {
+		log.Warnf(c, "[data_managements.ClearAllTransactionsByAccountHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		if !errs.IsCustomError(err) {
+			log.Warnf(c, "[data_managements.ClearAllTransactionsByAccountHandler] failed to get user for user \"uid:%d\", because %s", uid, err.Error())
+		}
+
+		return nil, errs.ErrUserNotFound
+	}
+
+	if !a.users.IsPasswordEqualsUserPassword(clearDataReq.Password, user) {
+		return nil, errs.ErrUserPasswordWrong
+	}
+
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_CLEAR_ALL_DATA) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	account, err := a.accounts.GetAccountByAccountId(c, uid, clearDataReq.AccountId)
+
+	if err != nil {
+		log.Errorf(c, "[data_managements.ClearAllTransactionsByAccountHandler] failed to get account \"id:%d\" for user \"uid:%d\", because %s", uid, clearDataReq.AccountId, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	if account.Hidden {
+		return nil, errs.ErrCannotDeleteTransactionInHiddenAccount
+	}
+
+	if account.Type == models.ACCOUNT_TYPE_MULTI_SUB_ACCOUNTS {
+		return nil, errs.ErrCannotDeleteTransactionInParentAccount
+	}
+
+	err = a.transactions.DeleteAllTransactionsOfAccount(c, uid, account.AccountId, pageCountForClearTransactions)
+
+	if err != nil {
+		log.Errorf(c, "[data_managements.ClearAllTransactionsByAccountHandler] failed to delete all transactions in account \"id:%d\", because %s", account.AccountId, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[data_managements.ClearAllTransactionsByAccountHandler] user \"uid:%d\" has cleared all transactions in account \"id:%d\"", uid, account.AccountId)
 	return true, nil
 }
 
@@ -201,17 +324,15 @@ func (a *DataManagementsApi) getExportedFileContent(c *core.WebContext, fileType
 	err := c.ShouldBindQuery(&exportTransactionDataReq)
 
 	if err != nil {
-		log.Warnf(c, "[data_managements.ExportDataHandler] parse request failed, because %s", err.Error())
+		log.Warnf(c, "[data_managements.getExportedFileContent] parse request failed, because %s", err.Error())
 		return nil, "", errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
-	timezone := time.Local
-	utcOffset, err := c.GetClientTimezoneOffset()
+	clientTimezone, err := c.GetClientTimezone()
 
 	if err != nil {
-		log.Warnf(c, "[data_managements.ExportDataHandler] cannot get client timezone offset, because %s", err.Error())
-	} else {
-		timezone = time.FixedZone("Client Timezone", int(utcOffset)*60)
+		log.Warnf(c, "[data_managements.getExportedFileContent] cannot get client timezone, because %s", err.Error())
+		clientTimezone = time.Local
 	}
 
 	uid := c.GetCurrentUid()
@@ -219,7 +340,7 @@ func (a *DataManagementsApi) getExportedFileContent(c *core.WebContext, fileType
 
 	if err != nil {
 		if !errs.IsCustomError(err) {
-			log.Warnf(c, "[data_managements.ExportDataHandler] failed to get user for user \"uid:%d\", because %s", uid, err.Error())
+			log.Warnf(c, "[data_managements.getExportedFileContent] failed to get user for user \"uid:%d\", because %s", uid, err.Error())
 		}
 
 		return nil, "", errs.ErrUserNotFound
@@ -232,28 +353,28 @@ func (a *DataManagementsApi) getExportedFileContent(c *core.WebContext, fileType
 	accounts, err := a.accounts.GetAllAccountsByUid(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ExportDataHandler] failed to get all accounts for user \"uid:%d\", because %s", uid, err.Error())
+		log.Errorf(c, "[data_managements.getExportedFileContent] failed to get all accounts for user \"uid:%d\", because %s", uid, err.Error())
 		return nil, "", errs.ErrOperationFailed
 	}
 
 	categories, err := a.categories.GetAllCategoriesByUid(c, uid, 0, -1)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ExportDataHandler] failed to get categories for user \"uid:%d\", because %s", uid, err.Error())
+		log.Errorf(c, "[data_managements.getExportedFileContent] failed to get categories for user \"uid:%d\", because %s", uid, err.Error())
 		return nil, "", errs.ErrOperationFailed
 	}
 
 	tags, err := a.tags.GetAllTagsByUid(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ExportDataHandler] failed to get tags for user \"uid:%d\", because %s", uid, err.Error())
+		log.Errorf(c, "[data_managements.getExportedFileContent] failed to get tags for user \"uid:%d\", because %s", uid, err.Error())
 		return nil, "", errs.ErrOperationFailed
 	}
 
 	tagIndexes, err := a.tags.GetAllTagIdsMapOfAllTransactions(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ExportDataHandler] failed to get tag index for user \"uid:%d\", because %s", uid, err.Error())
+		log.Errorf(c, "[data_managements.getExportedFileContent] failed to get tag index for user \"uid:%d\", because %s", uid, err.Error())
 		return nil, "", errs.ErrOperationFailed
 	}
 
@@ -264,30 +385,30 @@ func (a *DataManagementsApi) getExportedFileContent(c *core.WebContext, fileType
 	allAccountIds, err := a.accounts.GetAccountOrSubAccountIds(c, exportTransactionDataReq.AccountIds, uid)
 
 	if err != nil {
-		log.Warnf(c, "[data_managements.ExportDataHandler] get account error, because %s", err.Error())
+		log.Warnf(c, "[data_managements.getExportedFileContent] get account error, because %s", err.Error())
 		return nil, "", errs.Or(err, errs.ErrOperationFailed)
 	}
 
 	allCategoryIds, err := a.categories.GetCategoryOrSubCategoryIds(c, exportTransactionDataReq.CategoryIds, uid)
 
 	if err != nil {
-		log.Warnf(c, "[data_managements.ExportDataHandler] get transaction category error, because %s", err.Error())
+		log.Warnf(c, "[data_managements.getExportedFileContent] get transaction category error, because %s", err.Error())
 		return nil, "", errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	var allTagIds []int64
-	noTags := exportTransactionDataReq.TagIds == "none"
+	noTags := exportTransactionDataReq.TagFilter == models.TransactionNoTagFilterValue
+	var tagFilters []*models.TransactionTagFilter
 
 	if !noTags {
-		allTagIds, err = a.tags.GetTagIds(exportTransactionDataReq.TagIds)
+		tagFilters, err = models.ParseTransactionTagFilter(exportTransactionDataReq.TagFilter)
 
 		if err != nil {
-			log.Warnf(c, "[data_managements.ExportDataHandler] get transaction tag ids error, because %s", err.Error())
+			log.Warnf(c, "[data_managements.getExportedFileContent] parse transaction tag filters error, because %s", err.Error())
 			return nil, "", errs.Or(err, errs.ErrOperationFailed)
 		}
 	}
 
-	maxTransactionTime := utils.GetMaxTransactionTimeFromUnixTime(time.Now().Unix())
+	maxTransactionTime := int64(math.MaxInt64)
 	minTransactionTime := int64(0)
 
 	if exportTransactionDataReq.MaxTime > 0 {
@@ -298,10 +419,10 @@ func (a *DataManagementsApi) getExportedFileContent(c *core.WebContext, fileType
 		minTransactionTime = utils.GetMinTransactionTimeFromUnixTime(exportTransactionDataReq.MinTime)
 	}
 
-	allTransactions, err := a.transactions.GetAllSpecifiedTransactions(c, uid, maxTransactionTime, minTransactionTime, exportTransactionDataReq.Type, allCategoryIds, allAccountIds, allTagIds, noTags, exportTransactionDataReq.TagFilterType, exportTransactionDataReq.AmountFilter, exportTransactionDataReq.Keyword, pageCountForDataExport, true)
+	allTransactions, err := a.transactions.GetAllSpecifiedTransactions(c, uid, maxTransactionTime, minTransactionTime, exportTransactionDataReq.Type, allCategoryIds, allAccountIds, tagFilters, noTags, exportTransactionDataReq.AmountFilter, exportTransactionDataReq.Keyword, pageCountForDataExport, true)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ExportDataHandler] failed to all transactions user \"uid:%d\", because %s", uid, err.Error())
+		log.Errorf(c, "[data_managements.getExportedFileContent] failed to all transactions user \"uid:%d\", because %s", uid, err.Error())
 		return nil, "", errs.ErrOperationFailed
 	}
 
@@ -314,17 +435,17 @@ func (a *DataManagementsApi) getExportedFileContent(c *core.WebContext, fileType
 	result, err := dataExporter.ToExportedContent(c, uid, allTransactions, accountMap, categoryMap, tagMap, tagIndexes)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ExportDataHandler] failed to get csv format exported data for \"uid:%d\", because %s", uid, err.Error())
+		log.Errorf(c, "[data_managements.getExportedFileContent] failed to get exported data for \"uid:%d\", because %s", uid, err.Error())
 		return nil, "", errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	fileName := a.getFileName(user, timezone, fileType)
+	fileName := a.getFileName(user, clientTimezone, fileType)
 
 	return result, fileName, nil
 }
 
-func (a *DataManagementsApi) getFileName(user *models.User, timezone *time.Location, fileExtension string) string {
-	currentTime := utils.FormatUnixTimeToLongDateTimeWithoutSecond(time.Now().Unix(), timezone)
+func (a *DataManagementsApi) getFileName(user *models.User, clientTimezone *time.Location, fileExtension string) string {
+	currentTime := utils.FormatUnixTimeToLongDateTimeWithoutSecond(time.Now().Unix(), clientTimezone)
 	currentTime = strings.Replace(currentTime, "-", "_", -1)
 	currentTime = strings.Replace(currentTime, " ", "_", -1)
 	currentTime = strings.Replace(currentTime, ":", "_", -1)

pkg/api/exchange_rates.go

@@ -30,13 +30,7 @@ var (
 
 // LatestExchangeRateHandler returns latest exchange rate data
 func (a *ExchangeRatesApi) LatestExchangeRateHandler(c *core.WebContext) (any, *errs.Error) {
-	dataSource := exchangerates.Container.Current
-
-	if dataSource == nil {
-		return nil, errs.ErrInvalidExchangeRatesDataSource
-	}
-
-	exchangeRateResponse, err := dataSource.GetLatestExchangeRates(c, c.GetCurrentUid(), a.container.Current)
+	exchangeRateResponse, err := exchangerates.Container.GetLatestExchangeRates(c, c.GetCurrentUid(), a.CurrentConfig())
 
 	if err != nil {
 		return nil, errs.Or(err, errs.ErrOperationFailed)

pkg/api/explorers.go

@@ -0,0 +1,274 @@
+package api
+
+import (
+	"encoding/json"
+	"sort"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/services"
+)
+
+// InsightsExplorersApi represents insights explorers api
+type InsightsExplorersApi struct {
+	insightsExploreres *services.InsightsExplorerService
+}
+
+// Initialize a insights explorers api singleton instance
+var (
+	InsightsExplorers = &InsightsExplorersApi{
+		insightsExploreres: services.InsightsExplorers,
+	}
+)
+
+// InsightsExplorerListHandler returns insights explorer list of current user
+func (a *InsightsExplorersApi) InsightsExplorerListHandler(c *core.WebContext) (any, *errs.Error) {
+	uid := c.GetCurrentUid()
+	explorers, err := a.insightsExploreres.GetAllInsightsExplorerNamesByUid(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[explorers.InsightsExplorerListHandler] failed to get insights explorers for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	explorerResps := make(models.InsightsExplorerInfoResponseSlice, len(explorers))
+
+	for i := 0; i < len(explorers); i++ {
+		explorerResps[i], err = explorers[i].ToInsightsExplorerInfoResponse()
+
+		if err != nil {
+			log.Errorf(c, "[explorers.InsightsExplorerListHandler] failed to get insights explorer response for user \"uid:%d\", because %s", uid, err.Error())
+			return nil, errs.ErrInsightsExplorerDataInvalid
+		}
+	}
+
+	sort.Sort(explorerResps)
+
+	return explorerResps, nil
+}
+
+// InsightsExplorerGetHandler returns one specific insights explorer of current user
+func (a *InsightsExplorersApi) InsightsExplorerGetHandler(c *core.WebContext) (any, *errs.Error) {
+	var explorerGetReq models.InsightsExplorerGetRequest
+	err := c.ShouldBindQuery(&explorerGetReq)
+
+	if err != nil {
+		log.Warnf(c, "[explorers.InsightsExplorerGetHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	explorer, err := a.insightsExploreres.GetInsightsExplorerByExplorerId(c, uid, explorerGetReq.Id)
+
+	if err != nil {
+		log.Errorf(c, "[explorers.InsightsExplorerGetHandler] failed to get insights explorer \"id:%d\" for user \"uid:%d\", because %s", explorerGetReq.Id, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	explorerResp, err := explorer.ToInsightsExplorerInfoResponse()
+
+	if err != nil {
+		log.Errorf(c, "[explorers.InsightsExplorerGetHandler] failed to get insights explorer response for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.ErrInsightsExplorerDataInvalid
+	}
+
+	return explorerResp, nil
+}
+
+// InsightsExplorerCreateHandler saves a new insights explorer by request parameters for current user
+func (a *InsightsExplorersApi) InsightsExplorerCreateHandler(c *core.WebContext) (any, *errs.Error) {
+	var explorerCreateReq models.InsightsExplorerCreateRequest
+	err := c.ShouldBindJSON(&explorerCreateReq)
+
+	if err != nil {
+		log.Warnf(c, "[explorers.InsightsExplorerCreateHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+
+	maxOrderId, err := a.insightsExploreres.GetMaxDisplayOrder(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[explorers.InsightsExplorerCreateHandler] failed to get max display order for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	explorer, err := a.createNewInsightsExplorerModel(uid, &explorerCreateReq, maxOrderId+1)
+
+	if err != nil {
+		log.Errorf(c, "[explorers.InsightsExplorerCreateHandler] failed to parse insights explorer data for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.ErrInsightsExplorerDataInvalid
+	}
+
+	err = a.insightsExploreres.CreateInsightsExplorer(c, explorer)
+
+	if err != nil {
+		log.Errorf(c, "[explorers.InsightsExplorerCreateHandler] failed to create insights explorer \"id:%d\" for user \"uid:%d\", because %s", explorer.ExplorerId, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[explorers.InsightsExplorerCreateHandler] user \"uid:%d\" has created a new insights explorer \"id:%d\" successfully", uid, explorer.ExplorerId)
+
+	explorerResp, err := explorer.ToInsightsExplorerInfoResponse()
+
+	if err != nil {
+		log.Errorf(c, "[explorers.InsightsExplorerCreateHandler] failed to get insights explorer response for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.ErrInsightsExplorerDataInvalid
+	}
+
+	return explorerResp, nil
+}
+
+// InsightsExplorerModifyHandler saves an existed insights explorer by request parameters for current user
+func (a *InsightsExplorersApi) InsightsExplorerModifyHandler(c *core.WebContext) (any, *errs.Error) {
+	var explorerModifyReq models.InsightsExplorerModifyRequest
+	err := c.ShouldBindJSON(&explorerModifyReq)
+
+	if err != nil {
+		log.Warnf(c, "[explorers.InsightsExplorerModifyHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	explorer, err := a.insightsExploreres.GetInsightsExplorerByExplorerId(c, uid, explorerModifyReq.Id)
+
+	if err != nil {
+		log.Errorf(c, "[explorers.InsightsExplorerModifyHandler] failed to get insights explorer \"id:%d\" for user \"uid:%d\", because %s", explorerModifyReq.Id, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	newData, err := json.Marshal(explorerModifyReq.Data)
+
+	if err != nil {
+		log.Errorf(c, "[explorers.InsightsExplorerModifyHandler] failed to parse insights explorer data for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.ErrInsightsExplorerDataInvalid
+	}
+
+	newExplorer := &models.InsightsExplorer{
+		ExplorerId: explorer.ExplorerId,
+		Uid:        uid,
+		Name:       explorerModifyReq.Name,
+		Data:       string(newData),
+	}
+
+	if newExplorer.Name == explorer.Name && newExplorer.Data == explorer.Data {
+		return nil, errs.ErrNothingWillBeUpdated
+	}
+
+	err = a.insightsExploreres.ModifyInsightsExplorer(c, newExplorer)
+
+	if err != nil {
+		log.Errorf(c, "[explorers.InsightsExplorerModifyHandler] failed to update insights explorer \"id:%d\" for user \"uid:%d\", because %s", explorerModifyReq.Id, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[explorers.InsightsExplorerModifyHandler] user \"uid:%d\" has updated insights explorer \"id:%d\" successfully", uid, explorerModifyReq.Id)
+
+	explorer.Name = newExplorer.Name
+	explorer.Data = newExplorer.Data
+	explorerResp, err := explorer.ToInsightsExplorerInfoResponse()
+
+	if err != nil {
+		log.Errorf(c, "[explorers.InsightsExplorerModifyHandler] failed to get insights explorer response for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.ErrInsightsExplorerDataInvalid
+	}
+
+	return explorerResp, nil
+}
+
+// InsightsExplorerHideHandler hides a insights explorer by request parameters for current user
+func (a *InsightsExplorersApi) InsightsExplorerHideHandler(c *core.WebContext) (any, *errs.Error) {
+	var explorerHideReq models.InsightsExplorerHideRequest
+	err := c.ShouldBindJSON(&explorerHideReq)
+
+	if err != nil {
+		log.Warnf(c, "[explorers.InsightsExplorerHideHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	err = a.insightsExploreres.HideInsightsExplorer(c, uid, []int64{explorerHideReq.Id}, explorerHideReq.Hidden)
+
+	if err != nil {
+		log.Errorf(c, "[explorers.InsightsExplorerHideHandler] failed to hide insights explorer \"id:%d\" for user \"uid:%d\", because %s", explorerHideReq.Id, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[explorers.InsightsExplorerHideHandler] user \"uid:%d\" has hidden insights explorer \"id:%d\"", uid, explorerHideReq.Id)
+	return true, nil
+}
+
+// InsightsExplorerMoveHandler moves display order of existed insights explorers by request parameters for current user
+func (a *InsightsExplorersApi) InsightsExplorerMoveHandler(c *core.WebContext) (any, *errs.Error) {
+	var explorerMoveReq models.InsightsExplorerMoveRequest
+	err := c.ShouldBindJSON(&explorerMoveReq)
+
+	if err != nil {
+		log.Warnf(c, "[explorers.InsightsExplorerMoveHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	explorers := make([]*models.InsightsExplorer, len(explorerMoveReq.NewDisplayOrders))
+
+	for i := 0; i < len(explorerMoveReq.NewDisplayOrders); i++ {
+		newDisplayOrder := explorerMoveReq.NewDisplayOrders[i]
+		explorer := &models.InsightsExplorer{
+			Uid:          uid,
+			ExplorerId:   newDisplayOrder.Id,
+			DisplayOrder: newDisplayOrder.DisplayOrder,
+		}
+
+		explorers[i] = explorer
+	}
+
+	err = a.insightsExploreres.ModifyInsightsExplorerDisplayOrders(c, uid, explorers)
+
+	if err != nil {
+		log.Errorf(c, "[explorers.InsightsExplorerMoveHandler] failed to move insights explorers for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[explorers.InsightsExplorerMoveHandler] user \"uid:%d\" has moved insights explorers", uid)
+	return true, nil
+}
+
+// InsightsExplorerDeleteHandler deletes an existed insights explorer by request parameters for current user
+func (a *InsightsExplorersApi) InsightsExplorerDeleteHandler(c *core.WebContext) (any, *errs.Error) {
+	var explorerDeleteReq models.InsightsExplorerDeleteRequest
+	err := c.ShouldBindJSON(&explorerDeleteReq)
+
+	if err != nil {
+		log.Warnf(c, "[explorers.InsightsExplorerDeleteHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	err = a.insightsExploreres.DeleteInsightsExplorer(c, uid, explorerDeleteReq.Id)
+
+	if err != nil {
+		log.Errorf(c, "[explorers.InsightsExplorerDeleteHandler] failed to delete insights explorer \"id:%d\" for user \"uid:%d\", because %s", explorerDeleteReq.Id, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[explorers.InsightsExplorerDeleteHandler] user \"uid:%d\" has deleted insights explorer \"id:%d\"", uid, explorerDeleteReq.Id)
+	return true, nil
+}
+
+func (a *InsightsExplorersApi) createNewInsightsExplorerModel(uid int64, explorerCreateReq *models.InsightsExplorerCreateRequest, order int32) (*models.InsightsExplorer, error) {
+	data, err := json.Marshal(explorerCreateReq.Data)
+
+	if err != nil {
+		return nil, err
+	}
+
+	return &models.InsightsExplorer{
+		Uid:          uid,
+		Name:         explorerCreateReq.Name,
+		Data:         string(data),
+		DisplayOrder: order,
+	}, nil
+}

pkg/api/forget_passwords.go

@@ -4,6 +4,7 @@ import (
 	"time"
 
 	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/duplicatechecker"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 	"github.com/mayswind/ezbookkeeping/pkg/log"
 	"github.com/mayswind/ezbookkeeping/pkg/models"
@@ -14,6 +15,7 @@ import (
 // ForgetPasswordsApi represents user forget password api
 type ForgetPasswordsApi struct {
 	ApiUsingConfig
+	ApiUsingDuplicateChecker
 	users           *services.UserService
 	tokens          *services.TokenService
 	forgetPasswords *services.ForgetPasswordService
@@ -25,6 +27,12 @@ var (
 		ApiUsingConfig: ApiUsingConfig{
 			container: settings.Container,
 		},
+		ApiUsingDuplicateChecker: ApiUsingDuplicateChecker{
+			ApiUsingConfig: ApiUsingConfig{
+				container: settings.Container,
+			},
+			container: duplicatechecker.Container,
+		},
 		users:           services.Users,
 		tokens:          services.Tokens,
 		forgetPasswords: services.ForgetPasswords,
@@ -41,6 +49,13 @@ func (a *ForgetPasswordsApi) UserForgetPasswordRequestHandler(c *core.WebContext
 		return nil, errs.ErrEmailIsEmptyOrInvalid
 	}
 
+	err = a.CheckFailureCount(c, 0)
+
+	if err != nil {
+		log.Warnf(c, "[forget_passwords.UserForgetPasswordRequestHandler] cannot send forget password mail to \"%s\", because %s", request.Email, err.Error())
+		return nil, errs.Or(err, errs.ErrFailureCountLimitReached)
+	}
+
 	user, err := a.users.GetUserByEmail(c, request.Email)
 
 	if err != nil {
@@ -48,6 +63,13 @@ func (a *ForgetPasswordsApi) UserForgetPasswordRequestHandler(c *core.WebContext
 			log.Errorf(c, "[forget_passwords.UserForgetPasswordRequestHandler] failed to get user, because %s", err.Error())
 		}
 
+		failureCheckErr := a.CheckAndIncreaseFailureCount(c, 0)
+
+		if failureCheckErr != nil {
+			log.Warnf(c, "[forget_passwords.UserForgetPasswordRequestHandler] cannot send forget password mail to \"%s\", because %s", request.Email, failureCheckErr.Error())
+			return nil, errs.Or(failureCheckErr, errs.ErrFailureCountLimitReached)
+		}
+
 		return nil, errs.ErrUserNotFound
 	}
 
@@ -124,7 +146,7 @@ func (a *ForgetPasswordsApi) UserResetPasswordHandler(c *core.WebContext) (any,
 
 	if user.Email != request.Email {
 		log.Warnf(c, "[forget_passwords.UserResetPasswordHandler] request email not equals the user email")
-		return nil, errs.ErrEmptyIsInvalid
+		return nil, errs.ErrEmailIsInvalid
 	}
 
 	if a.users.IsPasswordEqualsUserPassword(request.Password, user) {

pkg/api/large_language_models.go

@@ -0,0 +1,376 @@
+package api
+
+import (
+	"bytes"
+	"encoding/json"
+	"io"
+	"strings"
+	"time"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/llm"
+	"github.com/mayswind/ezbookkeeping/pkg/llm/data"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/services"
+	"github.com/mayswind/ezbookkeeping/pkg/settings"
+	"github.com/mayswind/ezbookkeeping/pkg/templates"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+// LargeLanguageModelsApi represents large language models api
+type LargeLanguageModelsApi struct {
+	ApiUsingConfig
+	transactionCategories *services.TransactionCategoryService
+	transactionTags       *services.TransactionTagService
+	accounts              *services.AccountService
+	users                 *services.UserService
+}
+
+// Initialize a large language models api singleton instance
+var (
+	LargeLanguageModels = &LargeLanguageModelsApi{
+		ApiUsingConfig: ApiUsingConfig{
+			container: settings.Container,
+		},
+		transactionCategories: services.TransactionCategories,
+		transactionTags:       services.TransactionTags,
+		accounts:              services.Accounts,
+		users:                 services.Users,
+	}
+)
+
+// RecognizeReceiptImageHandler returns the recognized receipt image result
+func (a *LargeLanguageModelsApi) RecognizeReceiptImageHandler(c *core.WebContext) (any, *errs.Error) {
+	if a.CurrentConfig().ReceiptImageRecognitionLLMConfig == nil || a.CurrentConfig().ReceiptImageRecognitionLLMConfig.LLMProvider == "" || !a.CurrentConfig().TransactionFromAIImageRecognition {
+		return nil, errs.ErrLargeLanguageModelProviderNotEnabled
+	}
+
+	clientTimezone, err := c.GetClientTimezone()
+
+	if err != nil {
+		log.Warnf(c, "[large_language_models.RecognizeReceiptImageHandler] cannot get client timezone, because %s", err.Error())
+		return nil, errs.ErrClientTimezoneOffsetInvalid
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		if !errs.IsCustomError(err) {
+			log.Warnf(c, "[large_language_models.RecognizeReceiptImageHandler] failed to get user for user \"uid:%d\", because %s", uid, err.Error())
+		}
+
+		return false, errs.ErrUserNotFound
+	}
+
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_CREATE_TRANSACTION_FROM_AI_IMAGE_RECOGNITION) {
+		return false, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	form, err := c.MultipartForm()
+
+	if err != nil {
+		log.Errorf(c, "[large_language_models.RecognizeReceiptImageHandler] failed to get multi-part form data for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.ErrParameterInvalid
+	}
+
+	imageFiles := form.File["image"]
+
+	if len(imageFiles) < 1 {
+		log.Warnf(c, "[large_language_models.RecognizeReceiptImageHandler] there is no image in request for user \"uid:%d\"", uid)
+		return nil, errs.ErrNoAIRecognitionImage
+	}
+
+	if imageFiles[0].Size < 1 {
+		log.Warnf(c, "[large_language_models.RecognizeReceiptImageHandler] the size of image in request is zero for user \"uid:%d\"", uid)
+		return nil, errs.ErrAIRecognitionImageIsEmpty
+	}
+
+	if imageFiles[0].Size > int64(a.CurrentConfig().MaxAIRecognitionPictureFileSize) {
+		log.Warnf(c, "[large_language_models.RecognizeReceiptImageHandler] the upload file size \"%d\" exceeds the maximum size \"%d\" of image for user \"uid:%d\"", imageFiles[0].Size, a.CurrentConfig().MaxAIRecognitionPictureFileSize, uid)
+		return nil, errs.ErrExceedMaxAIRecognitionImageFileSize
+	}
+
+	fileExtension := utils.GetFileNameExtension(imageFiles[0].Filename)
+	contentType := utils.GetImageContentType(fileExtension)
+
+	if contentType == "" {
+		log.Warnf(c, "[large_language_models.RecognizeReceiptImageHandler] the file extension \"%s\" of image in request is not supported for user \"uid:%d\"", fileExtension, uid)
+		return nil, errs.ErrImageTypeNotSupported
+	}
+
+	imageFile, err := imageFiles[0].Open()
+
+	if err != nil {
+		log.Errorf(c, "[large_language_models.RecognizeReceiptImageHandler] failed to get image file from request for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.ErrOperationFailed
+	}
+
+	defer imageFile.Close()
+
+	imageData, err := io.ReadAll(imageFile)
+
+	if err != nil {
+		log.Errorf(c, "[large_language_models.RecognizeReceiptImageHandler] failed to read image file from request for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.ErrOperationFailed
+	}
+
+	accounts, err := a.accounts.GetAllAccountsByUid(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[large_language_models.RecognizeReceiptImageHandler] failed to get all accounts for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	accountMap := a.accounts.GetVisibleAccountNameMapByList(accounts)
+	accountNames := make([]string, 0, len(accounts))
+
+	for i := 0; i < len(accounts); i++ {
+		if accounts[i].Hidden || accounts[i].Type == models.ACCOUNT_TYPE_MULTI_SUB_ACCOUNTS {
+			continue
+		}
+
+		accountNames = append(accountNames, accounts[i].Name)
+	}
+
+	categories, err := a.transactionCategories.GetAllCategoriesByUid(c, uid, 0, -1)
+
+	if err != nil {
+		log.Errorf(c, "[large_language_models.RecognizeReceiptImageHandler] failed to get categories for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	incomeCategoryMap := make(map[string]*models.TransactionCategory)
+	incomeCategoryNames := make([]string, 0)
+
+	expenseCategoryMap := make(map[string]*models.TransactionCategory)
+	expenseCategoryNames := make([]string, 0)
+
+	transferCategoryMap := make(map[string]*models.TransactionCategory)
+	transferCategoryNames := make([]string, 0)
+
+	for i := 0; i < len(categories); i++ {
+		category := categories[i]
+
+		if category.Hidden || category.ParentCategoryId == models.LevelOneTransactionCategoryParentId {
+			continue
+		}
+
+		if category.Type == models.CATEGORY_TYPE_INCOME {
+			incomeCategoryMap[category.Name] = category
+			incomeCategoryNames = append(incomeCategoryNames, category.Name)
+		} else if category.Type == models.CATEGORY_TYPE_EXPENSE {
+			expenseCategoryMap[category.Name] = category
+			expenseCategoryNames = append(expenseCategoryNames, category.Name)
+		} else if category.Type == models.CATEGORY_TYPE_TRANSFER {
+			transferCategoryMap[category.Name] = category
+			transferCategoryNames = append(transferCategoryNames, category.Name)
+		}
+	}
+
+	tags, err := a.transactionTags.GetAllTagsByUid(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[large_language_models.RecognizeReceiptImageHandler] failed to get tags for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	tagMap := a.transactionTags.GetVisibleTagNameMapByList(tags)
+	tagNames := make([]string, 0, len(tags))
+
+	for i := 0; i < len(tags); i++ {
+		if tags[i].Hidden {
+			continue
+		}
+
+		tagNames = append(tagNames, tags[i].Name)
+	}
+
+	systemPrompt, err := templates.GetTemplate(templates.SYSTEM_PROMPT_RECEIPT_IMAGE_RECOGNITION)
+
+	if err != nil {
+		log.Errorf(c, "[large_language_models.RecognizeReceiptImageHandler] failed to get system prompt template for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	systemPromptParams := map[string]any{
+		"CurrentDateTime":          utils.FormatUnixTimeToLongDateTime(time.Now().Unix(), clientTimezone),
+		"AllExpenseCategoryNames":  strings.Join(expenseCategoryNames, "\n"),
+		"AllIncomeCategoryNames":   strings.Join(incomeCategoryNames, "\n"),
+		"AllTransferCategoryNames": strings.Join(transferCategoryNames, "\n"),
+		"AllAccountNames":          strings.Join(accountNames, "\n"),
+		"AllTagNames":              strings.Join(tagNames, "\n"),
+	}
+
+	var bodyBuffer bytes.Buffer
+	err = systemPrompt.Execute(&bodyBuffer, systemPromptParams)
+
+	if err != nil {
+		log.Errorf(c, "[large_language_models.RecognizeReceiptImageHandler] failed to get final system prompt from template for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	llmRequest := &data.LargeLanguageModelRequest{
+		Stream:                false,
+		SystemPrompt:          strings.ReplaceAll(bodyBuffer.String(), "\r\n", "\n"),
+		UserPrompt:            imageData,
+		UserPromptType:        data.LARGE_LANGUAGE_MODEL_REQUEST_PROMPT_TYPE_IMAGE_URL,
+		UserPromptContentType: contentType,
+	}
+
+	llmResponse, err := llm.Container.GetJsonResponseByReceiptImageRecognitionModel(c, c.GetCurrentUid(), a.CurrentConfig(), llmRequest)
+
+	if err != nil {
+		log.Errorf(c, "[large_language_models.RecognizeReceiptImageHandler] failed to get llm response user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	if llmResponse == nil || len(llmResponse.Content) == 0 || strings.HasPrefix(llmResponse.Content, "{}") {
+		return nil, errs.ErrNoTransactionInformationInImage
+	}
+
+	var result *models.RecognizedReceiptImageResult
+
+	if err := json.Unmarshal([]byte(llmResponse.Content), &result); err != nil {
+		log.Errorf(c, "[large_language_models.RecognizeReceiptImageHandler] failed to unmarshal recognized receipt image result from llm response \"%s\" for user \"uid:%d\", because %s", llmResponse.Content, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	return a.parseRecognizedReceiptImageResponse(c, uid, clientTimezone, result, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+}
+
+func (a *LargeLanguageModelsApi) parseRecognizedReceiptImageResponse(c *core.WebContext, uid int64, clientTimezone *time.Location, recognizedResult *models.RecognizedReceiptImageResult, accountMap map[string]*models.Account, expenseCategoryMap map[string]*models.TransactionCategory, incomeCategoryMap map[string]*models.TransactionCategory, transferCategoryMap map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (*models.RecognizedReceiptImageResponse, *errs.Error) {
+	recognizedReceiptImageResponse := &models.RecognizedReceiptImageResponse{
+		Type: models.TRANSACTION_TYPE_EXPENSE,
+	}
+
+	if recognizedResult == nil {
+		log.Errorf(c, "[large_language_models.parseRecognizedReceiptImageResponse] recoginzed result is null")
+		return nil, errs.ErrNoTransactionInformationInImage
+	}
+
+	if recognizedResult.Type == "income" {
+		recognizedReceiptImageResponse.Type = models.TRANSACTION_TYPE_INCOME
+
+		if len(recognizedResult.CategoryName) > 0 {
+			category, exists := incomeCategoryMap[recognizedResult.CategoryName]
+
+			if exists {
+				recognizedReceiptImageResponse.CategoryId = category.CategoryId
+			}
+		}
+	} else if recognizedResult.Type == "expense" {
+		recognizedReceiptImageResponse.Type = models.TRANSACTION_TYPE_EXPENSE
+
+		if len(recognizedResult.CategoryName) > 0 {
+			category, exists := expenseCategoryMap[recognizedResult.CategoryName]
+
+			if exists {
+				recognizedReceiptImageResponse.CategoryId = category.CategoryId
+			}
+		}
+	} else if recognizedResult.Type == "transfer" {
+		recognizedReceiptImageResponse.Type = models.TRANSACTION_TYPE_TRANSFER
+
+		if len(recognizedResult.CategoryName) > 0 {
+			category, exists := transferCategoryMap[recognizedResult.CategoryName]
+
+			if exists {
+				recognizedReceiptImageResponse.CategoryId = category.CategoryId
+			}
+		}
+	} else if len(recognizedResult.Type) == 0 {
+		return nil, errs.ErrNoTransactionInformationInImage
+	} else {
+		log.Errorf(c, "[large_language_models.parseRecognizedReceiptImageResponse] recoginzed transaction type \"%s\" is invalid", recognizedResult.Type)
+		return nil, errs.ErrOperationFailed
+	}
+
+	if len(recognizedResult.Time) > 0 {
+		longDateTime := a.getLongDateTime(recognizedResult.Time)
+		timestamp, err := utils.ParseFromLongDateTimeInTimeZone(longDateTime, clientTimezone)
+
+		if err != nil {
+			log.Warnf(c, "[large_language_models.parseRecognizedReceiptImageResponse] recoginzed time \"%s\" is invalid", recognizedResult.Time)
+		} else {
+			recognizedReceiptImageResponse.Time = timestamp.Unix()
+		}
+	}
+
+	if len(recognizedResult.Amount) > 0 {
+		amount, err := utils.ParseAmount(recognizedResult.Amount)
+
+		if err != nil {
+			log.Errorf(c, "[large_language_models.parseRecognizedReceiptImageResponse] recoginzed amount \"%s\" is invalid", recognizedResult.Amount)
+			return nil, errs.ErrOperationFailed
+		}
+
+		recognizedReceiptImageResponse.SourceAmount = amount
+
+		if recognizedReceiptImageResponse.Type == models.TRANSACTION_TYPE_TRANSFER && len(recognizedResult.DestinationAmount) > 0 {
+			destinationAmount, err := utils.ParseAmount(recognizedResult.DestinationAmount)
+
+			if err != nil {
+				log.Errorf(c, "[large_language_models.parseRecognizedReceiptImageResponse] recoginzed destination amount \"%s\" is invalid", recognizedResult.DestinationAmount)
+				return nil, errs.ErrOperationFailed
+			}
+
+			recognizedReceiptImageResponse.DestinationAmount = destinationAmount
+		}
+	}
+
+	if len(recognizedResult.AccountName) > 0 {
+		account, exists := accountMap[recognizedResult.AccountName]
+
+		if exists {
+			recognizedReceiptImageResponse.SourceAccountId = account.AccountId
+		}
+	}
+
+	if len(recognizedResult.DestinationAccountName) > 0 {
+		account, exists := accountMap[recognizedResult.DestinationAccountName]
+
+		if exists {
+			recognizedReceiptImageResponse.DestinationAccountId = account.AccountId
+		}
+	}
+
+	if len(recognizedResult.TagNames) > 0 {
+		tagIds := make([]string, 0, len(recognizedResult.TagNames))
+
+		for i := 0; i < len(recognizedResult.TagNames); i++ {
+			tagName := recognizedResult.TagNames[i]
+			tag, exists := tagMap[tagName]
+
+			if exists {
+				tagIds = append(tagIds, utils.Int64ToString(tag.TagId))
+			}
+		}
+
+		recognizedReceiptImageResponse.TagIds = tagIds
+	}
+
+	if len(recognizedResult.Description) > 0 {
+		recognizedReceiptImageResponse.Comment = recognizedResult.Description
+	}
+
+	return recognizedReceiptImageResponse, nil
+}
+
+func (a *LargeLanguageModelsApi) getLongDateTime(dateTime string) string {
+	if utils.IsValidLongDateTimeFormat(dateTime) {
+		return dateTime
+	}
+
+	if utils.IsValidLongDateTimeWithoutSecondFormat(dateTime) {
+		return dateTime + ":00"
+	}
+
+	if utils.IsValidLongDateFormat(dateTime) {
+		return dateTime + " 00:00:00"
+	}
+
+	return dateTime
+}

pkg/api/map_image_proxies.go

@@ -5,11 +5,12 @@ import (
 	"net/http/httputil"
 	"net/url"
 	"strings"
+	"sync"
 
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/httpclient"
 	"github.com/mayswind/ezbookkeeping/pkg/settings"
-	"github.com/mayswind/ezbookkeeping/pkg/utils"
 )
 
 const openStreetMapTileImageUrlFormat = "https://tile.openstreetmap.org/{z}/{x}/{y}.png"                                                                                                                              // https://tile.openstreetmap.org/{z}/{x}/{y}.png
@@ -25,6 +26,8 @@ const tianDiTuMapAnnotationUrlFormat = "https://t0.tianditu.gov.cn/cva_w/wmts?SE
 // MapImageProxy represents map image proxy
 type MapImageProxy struct {
 	ApiUsingConfig
+	mutex     sync.Mutex
+	transport *http.Transport
 }
 
 // Initialize a map image proxy singleton instance
@@ -36,6 +39,18 @@ var (
 	}
 )
 
+func (p *MapImageProxy) initializeHttpTransport() {
+	p.mutex.Lock()
+	defer p.mutex.Unlock()
+
+	if p.transport != nil {
+		return
+	}
+
+	p.transport = http.DefaultTransport.(*http.Transport).Clone()
+	httpclient.SetProxyUrl(p.transport, p.CurrentConfig().MapProxy)
+}
+
 // MapTileImageProxyHandler returns map tile image
 func (p *MapImageProxy) MapTileImageProxyHandler(c *core.WebContext) (*httputil.ReverseProxy, *errs.Error) {
 	return p.mapImageProxyHandler(c, func(c *core.WebContext, mapProvider string) (string, *errs.Error) {
@@ -109,8 +124,9 @@ func (p *MapImageProxy) mapImageProxyHandler(c *core.WebContext, fn func(c *core
 		return nil, err
 	}
 
-	transport := http.DefaultTransport.(*http.Transport).Clone()
-	utils.SetProxyUrl(transport, p.CurrentConfig().MapProxy)
+	if p.transport == nil {
+		p.initializeHttpTransport()
+	}
 
 	director := func(req *http.Request) {
 		imageRawUrl := targetUrl
@@ -126,7 +142,7 @@ func (p *MapImageProxy) mapImageProxyHandler(c *core.WebContext, fn func(c *core
 	}
 
 	return &httputil.ReverseProxy{
-		Transport: transport,
+		Transport: p.transport,
 		Director:  director,
 	}, nil
 }

pkg/api/model_context_protocols.go

@@ -3,8 +3,6 @@ package api
 import (
 	"encoding/json"
 
-	"github.com/gin-gonic/gin"
-
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 	"github.com/mayswind/ezbookkeeping/pkg/log"
@@ -15,7 +13,7 @@ import (
 	"github.com/mayswind/ezbookkeeping/pkg/utils"
 )
 
-const mcpServerName = "ezBookkeeping-mcp"
+const mcpServerName = core.ApplicationName + "-mcp"
 
 // ModelContextProtocolAPI represents model context protocol api
 type ModelContextProtocolAPI struct {
@@ -104,7 +102,7 @@ func (a *ModelContextProtocolAPI) InitializeHandler(c *core.WebContext, jsonRPCR
 		},
 		ServerInfo: &mcp.MCPImplementation{
 			Name:    mcpServerName,
-			Title:   a.CurrentConfig().AppName,
+			Title:   core.ApplicationName,
 			Version: settings.Version,
 		},
 	}
@@ -233,7 +231,7 @@ func (a *ModelContextProtocolAPI) CallToolHandler(c *core.WebContext, jsonRPCReq
 
 // PingHandler return the ping response for model context protocol
 func (a *ModelContextProtocolAPI) PingHandler(c *core.WebContext, jsonRPCRequest *core.JSONRPCRequest) (any, *errs.Error) {
-	return gin.H{}, nil
+	return core.O{}, nil
 }
 
 // GetTransactionService implements the MCPAvailableServices interface

pkg/api/oauth2_authentications.go

@@ -0,0 +1,423 @@
+package api
+
+import (
+	"encoding/json"
+	"errors"
+	"fmt"
+	"net/url"
+	"strings"
+
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/duplicatechecker"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/locales"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/services"
+	"github.com/mayswind/ezbookkeeping/pkg/settings"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+	"github.com/mayswind/ezbookkeeping/pkg/validators"
+)
+
+const oauth2CallbackPageUrlSuccessFormat = "%sdesktop#/oauth2_callback?platform=%s&provider=%s&token=%s"
+const oauth2CallbackPageUrlNeedVerifyFormat = "%sdesktop#/oauth2_callback?platform=%s&provider=%s&userName=%s&token=%s"
+const oauth2CallbackPageUrlFailedFormat = "%sdesktop#/oauth2_callback?errorCode=%d&errorMessage=%s"
+const oauth2CallbackPageUrlErrorMessageFormat = "%sdesktop#/oauth2_callback?errorMessage=%s"
+
+// OAuth2AuthenticationApi represents OAuth 2.0 authorization api
+type OAuth2AuthenticationApi struct {
+	ApiUsingConfig
+	ApiUsingDuplicateChecker
+	users             *services.UserService
+	tokens            *services.TokenService
+	userExternalAuths *services.UserExternalAuthService
+}
+
+// Initialize a OAuth 2.0 authentication api singleton instance
+var (
+	OAuth2Authentications = &OAuth2AuthenticationApi{
+		ApiUsingConfig: ApiUsingConfig{
+			container: settings.Container,
+		},
+		ApiUsingDuplicateChecker: ApiUsingDuplicateChecker{
+			ApiUsingConfig: ApiUsingConfig{
+				container: settings.Container,
+			},
+			container: duplicatechecker.Container,
+		},
+		users:             services.Users,
+		tokens:            services.Tokens,
+		userExternalAuths: services.UserExternalAuths,
+	}
+)
+
+// LoginHandler handles user login request via OAuth 2.0
+func (a *OAuth2AuthenticationApi) LoginHandler(c *core.WebContext) (string, *errs.Error) {
+	var oauth2LoginReq models.OAuth2LoginRequest
+	err := c.ShouldBindQuery(&oauth2LoginReq)
+
+	if err != nil {
+		log.Warnf(c, "[oauth2_authentications.LoginHandler] parse request failed, because %s", err.Error())
+		return a.redirectToFailedCallbackPage(c, errs.NewIncompleteOrIncorrectSubmissionError(err))
+	}
+
+	if oauth2LoginReq.Platform != "mobile" && oauth2LoginReq.Platform != "desktop" {
+		return a.redirectToFailedCallbackPage(c, errs.ErrInvalidOAuth2LoginRequest)
+	}
+
+	found, remark := a.GetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_OAUTH2_REDIRECT, 0, oauth2LoginReq.ClientSessionId)
+
+	if found {
+		log.Errorf(c, "[oauth2_authentications.LoginHandler] another oauth 2.0 state \"%s\" has been processing for client session id \"%s\"", remark, oauth2LoginReq.ClientSessionId)
+		return a.redirectToFailedCallbackPage(c, errs.ErrRepeatedRequest)
+	}
+
+	uid := int64(0)
+
+	if oauth2LoginReq.Token != "" {
+		_, claims, _, err := a.tokens.ParseToken(c, oauth2LoginReq.Token)
+
+		if err != nil {
+			log.Errorf(c, "[oauth2_authentications.LoginHandler] failed to parse token, because %s", err.Error())
+			return a.redirectToFailedCallbackPage(c, errs.ErrInvalidToken)
+		}
+
+		uid = claims.Uid
+		user, err := a.users.GetUserById(c, uid)
+
+		if err != nil && !errors.Is(err, errs.ErrUserNotFound) {
+			log.Errorf(c, "[oauth2_authentications.LoginHandler] failed to get user by id %d, because %s", uid, err.Error())
+			return a.redirectToFailedCallbackPage(c, errs.Or(err, errs.ErrOperationFailed))
+		}
+
+		if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_OAUTH2_LOGIN) {
+			return a.redirectToFailedCallbackPage(c, errs.ErrNotPermittedToPerformThisAction)
+		}
+	}
+
+	verifier, err := utils.GetRandomNumberOrLowercaseLetter(64)
+
+	if err != nil {
+		log.Errorf(c, "[oauth2_authentications.LoginHandler] failed to generate random string for oauth 2.0 state, because %s", err.Error())
+		return a.redirectToFailedCallbackPage(c, errs.ErrSystemError)
+	}
+
+	remark = fmt.Sprintf("%s|%s|%d|%s", oauth2LoginReq.Platform, oauth2LoginReq.ClientSessionId, uid, verifier)
+	state := fmt.Sprintf("%s|%s|%s", oauth2LoginReq.Platform, oauth2LoginReq.ClientSessionId, utils.MD5EncodeToString([]byte(remark)))
+
+	redirectUrl, err := oauth2.GetOAuth2AuthUrl(c, state, verifier)
+
+	if err != nil {
+		log.Errorf(c, "[oauth2_authentications.LoginHandler] failed to get oauth 2.0 auth url, because %s", err.Error())
+		return a.redirectToFailedCallbackPage(c, errs.Or(err, errs.ErrSystemError))
+	}
+
+	a.SetSubmissionRemarkWithCustomExpiration(duplicatechecker.DUPLICATE_CHECKER_TYPE_OAUTH2_REDIRECT, 0, oauth2LoginReq.ClientSessionId, remark, a.CurrentConfig().OAuth2StateExpiredTimeDuration)
+
+	return redirectUrl, nil
+}
+
+// CallbackHandler handles OAuth 2.0 callback request
+func (a *OAuth2AuthenticationApi) CallbackHandler(c *core.WebContext) (string, *errs.Error) {
+	var oauth2CallbackReq models.OAuth2CallbackRequest
+	err := c.ShouldBindQuery(&oauth2CallbackReq)
+
+	if err != nil {
+		log.Warnf(c, "[oauth2_authentications.CallbackHandler] parse request failed, because %s", err.Error())
+		return a.redirectToFailedCallbackPage(c, errs.NewIncompleteOrIncorrectSubmissionError(err))
+	}
+
+	if oauth2CallbackReq.State == "" {
+		return a.redirectToFailedCallbackPage(c, errs.ErrMissingOAuth2State)
+	}
+
+	if oauth2CallbackReq.Code == "" {
+		if oauth2CallbackReq.ErrorDescription != "" {
+			log.Errorf(c, "[oauth2_authentications.CallbackHandler] oauth 2.0 provider returned error: %s, description: %s", oauth2CallbackReq.Error, oauth2CallbackReq.ErrorDescription)
+			return a.redirectToErrorMessageCallbackPage(c, oauth2CallbackReq.ErrorDescription)
+		}
+
+		return a.redirectToFailedCallbackPage(c, errs.ErrMissingOAuth2Code)
+	}
+
+	platform := ""
+	clientSessionId := ""
+
+	stateParts := strings.Split(oauth2CallbackReq.State, "|")
+
+	if len(stateParts) == 3 {
+		platform = stateParts[0]
+		clientSessionId = stateParts[1]
+	} else {
+		return a.redirectToFailedCallbackPage(c, errs.ErrInvalidOAuth2State)
+	}
+
+	if platform != "mobile" && platform != "desktop" {
+		return a.redirectToFailedCallbackPage(c, errs.ErrInvalidOAuth2LoginRequest)
+	}
+
+	found, remark := a.GetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_OAUTH2_REDIRECT, 0, clientSessionId)
+
+	if !found {
+		log.Errorf(c, "[oauth2_authentications.CallbackHandler] cannot find oauth 2.0 state in duplicate checker for client session id \"%s\"", clientSessionId)
+		return a.redirectToFailedCallbackPage(c, errs.ErrInvalidOAuth2Callback)
+	}
+
+	remarkParts := strings.Split(remark, "|")
+
+	if len(remarkParts) != 4 || remarkParts[0] != platform || remarkParts[1] != clientSessionId {
+		log.Errorf(c, "[oauth2_authentications.CallbackHandler] invalid oauth 2.0 state \"%s\" in duplicate checker for client session id \"%s\"", remark, clientSessionId)
+		return a.redirectToFailedCallbackPage(c, errs.ErrInvalidOAuth2State)
+	}
+
+	uid, err := utils.StringToInt64(remarkParts[2])
+
+	if err != nil {
+		log.Errorf(c, "[oauth2_authentications.CallbackHandler] invalid uid \"%s\" in oauth 2.0 state \"%s\"", remarkParts[2], remark)
+		return a.redirectToFailedCallbackPage(c, errs.ErrInvalidOAuth2State)
+	}
+
+	verifier := remarkParts[3]
+	expectedRemark := fmt.Sprintf("%s|%s|%d|%s", platform, clientSessionId, uid, verifier)
+	expectedState := fmt.Sprintf("%s|%s|%s", platform, clientSessionId, utils.MD5EncodeToString([]byte(expectedRemark)))
+
+	if oauth2CallbackReq.State != expectedState {
+		log.Errorf(c, "[oauth2_authentications.CallbackHandler] mismatched random string in oauth 2.0 state, expected \"%s\", got \"%s\"", expectedState, oauth2CallbackReq.State)
+		return a.redirectToFailedCallbackPage(c, errs.ErrInvalidOAuth2State)
+	}
+
+	a.RemoveSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_OAUTH2_REDIRECT, 0, clientSessionId)
+
+	oauth2Token, err := oauth2.GetOAuth2Token(c, oauth2CallbackReq.Code, verifier)
+
+	if err != nil {
+		log.Errorf(c, "[oauth2_authentications.CallbackHandler] failed to retrieve oauth 2.0 token, because %s", err.Error())
+		return a.redirectToFailedCallbackPage(c, errs.Or(err, errs.ErrCannotRetrieveOAuth2Token))
+	}
+
+	oauth2UserInfo, err := oauth2.GetOAuth2UserInfo(c, oauth2Token)
+
+	if err != nil {
+		log.Errorf(c, "[oauth2_authentications.CallbackHandler] failed to retrieve oauth 2.0 user info, because %s", err.Error())
+		return a.redirectToFailedCallbackPage(c, errs.Or(err, errs.ErrInvalidOAuth2Token))
+	}
+
+	if oauth2UserInfo == nil {
+		log.Errorf(c, "[oauth2_authentications.CallbackHandler] failed to retrieve oauth 2.0 user info, because user info is nil")
+		return a.redirectToFailedCallbackPage(c, errs.ErrCannotRetrieveUserInfo)
+	}
+
+	log.Infof(c, "[oauth2_authentications.CallbackHandler] oauth 2.0 user info, userName: %s, email: %s", oauth2UserInfo.UserName, oauth2UserInfo.Email)
+
+	if oauth2UserInfo.UserName == "" && oauth2UserInfo.Email == "" {
+		return a.redirectToFailedCallbackPage(c, errs.ErrOAuth2UserNameAndEmailEmpty)
+	}
+
+	if a.CurrentConfig().OAuth2UserIdentifier == settings.OAuth2UserIdentifierEmail && oauth2UserInfo.Email == "" {
+		log.Errorf(c, "[oauth2_authentications.CallbackHandler] invalid oauth 2.0 user info, email is empty")
+		return a.redirectToFailedCallbackPage(c, errs.ErrOAuth2EmailEmpty)
+	}
+
+	if a.CurrentConfig().OAuth2UserIdentifier == settings.OAuth2UserIdentifierUsername && oauth2UserInfo.UserName == "" {
+		log.Errorf(c, "[oauth2_authentications.CallbackHandler] invalid oauth 2.0 user info, userName is empty")
+		return a.redirectToFailedCallbackPage(c, errs.ErrOAuth2UserNameEmpty)
+	}
+
+	userExternalAuthType := oauth2.GetExternalUserAuthType()
+	var userExternalAuth *models.UserExternalAuth
+
+	if a.CurrentConfig().OAuth2UserIdentifier == settings.OAuth2UserIdentifierEmail {
+		userExternalAuth, err = a.userExternalAuths.GetUserExternalAuthByExternalEmail(c, oauth2UserInfo.Email, userExternalAuthType)
+	} else if a.CurrentConfig().OAuth2UserIdentifier == settings.OAuth2UserIdentifierUsername {
+		userExternalAuth, err = a.userExternalAuths.GetUserExternalAuthByExternalUserName(c, oauth2UserInfo.UserName, userExternalAuthType)
+	} else {
+		return a.redirectToFailedCallbackPage(c, errs.ErrNotSupported)
+	}
+
+	if err != nil && !errors.Is(err, errs.ErrUserExternalAuthNotFound) {
+		log.Errorf(c, "[oauth2_authentications.CallbackHandler] failed to get user external auth, because %s", err.Error())
+		return a.redirectToFailedCallbackPage(c, errs.Or(err, errs.ErrOperationFailed))
+	}
+
+	if uid != 0 && userExternalAuth != nil && userExternalAuth.Uid != uid {
+		log.Errorf(c, "[oauth2_authentications.CallbackHandler] oauth 2.0 external auth has been bound to another user \"uid:%d\", current user \"uid:%d\"", userExternalAuth.Uid, uid)
+		return a.redirectToFailedCallbackPage(c, errs.ErrOAuth2UserAlreadyBoundToAnotherUser)
+	}
+
+	var user *models.User
+
+	if err == nil { // user already bound to external auth, redirect to success page
+		user, err = a.users.GetUserById(c, userExternalAuth.Uid)
+
+		if err != nil {
+			log.Errorf(c, "[oauth2_authentications.CallbackHandler] failed to get user by id %d, because %s", userExternalAuth.Uid, err.Error())
+			return a.redirectToFailedCallbackPage(c, errs.Or(err, errs.ErrOperationFailed))
+		}
+	} else { // errors.Is(err, errs.ErrUserExternalAuthNotFound) // user not bound to external auth, try to bind or register new user
+		if uid != 0 {
+			user, err = a.users.GetUserById(c, uid)
+
+			if err != nil && !errors.Is(err, errs.ErrUserNotFound) {
+				log.Errorf(c, "[oauth2_authentications.CallbackHandler] failed to get user by id %d, because %s", uid, err.Error())
+				return a.redirectToFailedCallbackPage(c, errs.Or(err, errs.ErrOperationFailed))
+			}
+		} else {
+			if a.CurrentConfig().OAuth2UserIdentifier == settings.OAuth2UserIdentifierEmail {
+				user, err = a.users.GetUserByEmail(c, oauth2UserInfo.Email)
+			} else if a.CurrentConfig().OAuth2UserIdentifier == settings.OAuth2UserIdentifierUsername {
+				user, err = a.users.GetUserByUsername(c, oauth2UserInfo.UserName)
+			} else {
+				err = errs.ErrNotSupported
+			}
+
+			if err != nil && !errors.Is(err, errs.ErrUserNotFound) {
+				log.Errorf(c, "[oauth2_authentications.CallbackHandler] failed to get user, because %s", err.Error())
+				return a.redirectToFailedCallbackPage(c, errs.Or(err, errs.ErrOperationFailed))
+			}
+		}
+
+		if user == nil && a.CurrentConfig().EnableUserRegister && a.CurrentConfig().OAuth2AutoRegister {
+			if oauth2UserInfo.UserName == "" {
+				return a.redirectToFailedCallbackPage(c, errs.ErrOAuth2UserNameEmptyCannotRegister)
+			}
+
+			if oauth2UserInfo.Email == "" {
+				return a.redirectToFailedCallbackPage(c, errs.ErrOAuth2EmailEmptyCannotRegister)
+			}
+
+			userName := strings.TrimSpace(oauth2UserInfo.UserName)
+			email := strings.TrimSpace(oauth2UserInfo.Email)
+			nickName := strings.TrimSpace(oauth2UserInfo.NickName)
+			languageCode := ""
+			currencyCode := "USD"
+
+			if nickName == "" {
+				nickName = userName
+			}
+
+			if !utils.IsValidUsername(userName) {
+				return a.redirectToFailedCallbackPage(c, errs.ErrUserNameIsInvalid)
+			}
+
+			if !utils.IsValidEmail(email) {
+				return a.redirectToFailedCallbackPage(c, errs.ErrEmailIsInvalid)
+			}
+
+			if !utils.IsValidNickName(nickName) {
+				return a.redirectToFailedCallbackPage(c, errs.ErrNickNameIsInvalid)
+			}
+
+			if _, exists := locales.AllLanguages[oauth2UserInfo.LanguageCode]; exists {
+				languageCode = oauth2UserInfo.LanguageCode
+			}
+
+			if _, exists := validators.AllCurrencyNames[oauth2UserInfo.CurrencyCode]; exists {
+				currencyCode = oauth2UserInfo.CurrencyCode
+			}
+
+			user = &models.User{
+				Username:             userName,
+				Email:                email,
+				Nickname:             nickName,
+				Language:             languageCode,
+				DefaultCurrency:      currencyCode,
+				FirstDayOfWeek:       oauth2UserInfo.FirstDayOfWeek,
+				FiscalYearStart:      core.FISCAL_YEAR_START_DEFAULT,
+				TransactionEditScope: models.TRANSACTION_EDIT_SCOPE_ALL,
+				FeatureRestriction:   a.CurrentConfig().DefaultFeatureRestrictions,
+			}
+
+			if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_OAUTH2_LOGIN) {
+				return a.redirectToFailedCallbackPage(c, errs.ErrNotPermittedToPerformThisAction)
+			}
+
+			err = a.users.CreateUser(c, user, true)
+
+			if err != nil {
+				log.Errorf(c, "[oauth2_authentications.CallbackHandler] failed to create user \"%s\", because %s", user.Username, err.Error())
+				return a.redirectToFailedCallbackPage(c, errs.Or(err, errs.ErrOperationFailed))
+			}
+
+			log.Infof(c, "[oauth2_authentications.CallbackHandler] user \"%s\" has registered successfully, uid is %d", user.Username, user.Uid)
+
+			userExternalAuth = &models.UserExternalAuth{
+				Uid:              user.Uid,
+				ExternalAuthType: userExternalAuthType,
+				ExternalUsername: oauth2UserInfo.UserName,
+				ExternalEmail:    oauth2UserInfo.Email,
+			}
+
+			err = a.userExternalAuths.CreateUserExternalAuth(c, userExternalAuth)
+
+			if err != nil {
+				log.Errorf(c, "[oauth2_authentications.CallbackHandler] failed to create user external auth for user \"uid:%d\", because %s", user.Uid, err.Error())
+				return a.redirectToFailedCallbackPage(c, errs.Or(err, errs.ErrOperationFailed))
+			}
+
+			log.Infof(c, "[oauth2_authentications.CallbackHandler] user external auth has been created for user \"uid:%d\"", user.Uid)
+		} else if user == nil {
+			return a.redirectToFailedCallbackPage(c, errs.ErrOAuth2AutoRegistrationNotEnabled)
+		}
+	}
+
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_OAUTH2_LOGIN) {
+		return a.redirectToFailedCallbackPage(c, errs.ErrNotPermittedToPerformThisAction)
+	}
+
+	if userExternalAuth == nil {
+		tokenContext, err := json.Marshal(&models.OAuth2CallbackTokenContext{
+			ExternalAuthType: userExternalAuthType,
+			ExternalUsername: oauth2UserInfo.UserName,
+			ExternalEmail:    oauth2UserInfo.Email,
+		})
+
+		if err != nil {
+			log.Errorf(c, "[oauth2_authentications.CallbackHandler] failed to marshal oauth 2.0 callback verify token context, because %s", err.Error())
+			return a.redirectToFailedCallbackPage(c, errs.ErrOperationFailed)
+		}
+
+		token, _, err := a.tokens.CreateOAuth2CallbackRequireVerifyToken(c, user, string(tokenContext))
+
+		if err != nil {
+			log.Errorf(c, "[oauth2_authentications.CallbackHandler] failed to create oauth 2.0 callback verify token, because %s", err.Error())
+			return a.redirectToFailedCallbackPage(c, errs.ErrTokenGenerating)
+		}
+
+		return a.redirectToVerifyCallbackPage(c, platform, userExternalAuthType, user.Username, token)
+	} else {
+		tokenContext, err := json.Marshal(&models.OAuth2CallbackTokenContext{
+			ExternalAuthType: userExternalAuthType,
+		})
+
+		if err != nil {
+			log.Errorf(c, "[oauth2_authentications.CallbackHandler] failed to marshal oauth 2.0 callback token context, because %s", err.Error())
+			return a.redirectToFailedCallbackPage(c, errs.ErrOperationFailed)
+		}
+
+		token, _, err := a.tokens.CreateOAuth2CallbackToken(c, user, string(tokenContext))
+
+		if err != nil {
+			log.Errorf(c, "[oauth2_authentications.CallbackHandler] failed to create oauth 2.0 callback token, because %s", err.Error())
+			return a.redirectToFailedCallbackPage(c, errs.ErrTokenGenerating)
+		}
+
+		return a.redirectToSuccessCallbackPage(c, platform, userExternalAuthType, token)
+	}
+}
+
+func (a *OAuth2AuthenticationApi) redirectToSuccessCallbackPage(c *core.WebContext, platform string, externalAuthType core.UserExternalAuthType, token string) (string, *errs.Error) {
+	return fmt.Sprintf(oauth2CallbackPageUrlSuccessFormat, a.CurrentConfig().RootUrl, platform, externalAuthType, url.QueryEscape(token)), nil
+}
+
+func (a *OAuth2AuthenticationApi) redirectToVerifyCallbackPage(c *core.WebContext, platform string, externalAuthType core.UserExternalAuthType, userName string, token string) (string, *errs.Error) {
+	return fmt.Sprintf(oauth2CallbackPageUrlNeedVerifyFormat, a.CurrentConfig().RootUrl, platform, externalAuthType, userName, url.QueryEscape(token)), nil
+}
+
+func (a *OAuth2AuthenticationApi) redirectToFailedCallbackPage(c *core.WebContext, err *errs.Error) (string, *errs.Error) {
+	return fmt.Sprintf(oauth2CallbackPageUrlFailedFormat, a.CurrentConfig().RootUrl, err.Code(), url.QueryEscape(utils.GetDisplayErrorMessage(err))), nil
+}
+
+func (a *OAuth2AuthenticationApi) redirectToErrorMessageCallbackPage(c *core.WebContext, message string) (string, *errs.Error) {
+	return fmt.Sprintf(oauth2CallbackPageUrlErrorMessageFormat, a.CurrentConfig().RootUrl, url.QueryEscape(message)), nil
+}

pkg/api/server_settings.go

@@ -35,18 +35,33 @@ func (a *ServerSettingsApi) ServerSettingsJavascriptHandler(c *core.WebContext)
 	builder := &strings.Builder{}
 	builder.WriteString(ezbookkeepingServerSettingsJavascriptFileHeader)
 
-	a.appendBooleanSetting(builder, "r", config.EnableUserRegister)
-	a.appendBooleanSetting(builder, "f", config.EnableUserForgetPassword)
+	a.appendBooleanSetting(builder, "a", config.EnableInternalAuth)
+	a.appendBooleanSetting(builder, "o", config.EnableOAuth2Login)
+	a.appendBooleanSetting(builder, "r", config.EnableInternalAuth && config.EnableUserRegister)
+	a.appendBooleanSetting(builder, "f", config.EnableInternalAuth && config.EnableUserForgetPassword)
+	a.appendBooleanSetting(builder, "t", config.EnableAPIToken)
 	a.appendBooleanSetting(builder, "v", config.EnableUserVerifyEmail)
 	a.appendBooleanSetting(builder, "p", config.EnableTransactionPictures)
 	a.appendBooleanSetting(builder, "s", config.EnableScheduledTransaction)
 	a.appendBooleanSetting(builder, "e", config.EnableDataExport)
 	a.appendBooleanSetting(builder, "i", config.EnableDataImport)
 
+	a.appendStringSetting(builder, "op", config.OAuth2Provider)
+
+	if config.OAuth2Provider == settings.OAuth2ProviderOIDC && config.OAuth2OIDCCustomDisplayNameConfig.Enabled {
+		a.appendMultiLanguageTipSetting(builder, "ocn", config.OAuth2OIDCCustomDisplayNameConfig)
+	}
+
 	if config.EnableMCPServer {
 		a.appendBooleanSetting(builder, "mcp", config.EnableMCPServer)
 	}
 
+	if config.ReceiptImageRecognitionLLMConfig != nil && config.ReceiptImageRecognitionLLMConfig.LLMProvider != "" {
+		if config.TransactionFromAIImageRecognition {
+			a.appendBooleanSetting(builder, "llmt", config.TransactionFromAIImageRecognition)
+		}
+	}
+
 	if config.LoginPageTips.Enabled {
 		a.appendMultiLanguageTipSetting(builder, "lpt", config.LoginPageTips)
 	}
@@ -132,7 +147,7 @@ func (a *ServerSettingsApi) appendStringSetting(builder *strings.Builder, key st
 	builder.WriteString(";\n")
 }
 
-func (a *ServerSettingsApi) appendMultiLanguageTipSetting(builder *strings.Builder, key string, value settings.TipConfig) {
+func (a *ServerSettingsApi) appendMultiLanguageTipSetting(builder *strings.Builder, key string, value settings.MultiLanguageContentConfig) {
 	builder.WriteString(ezbookkeepingServerSettingsGlobalVariableFullName)
 	builder.WriteString("[")
 	a.appendEncodedString(builder, key)

pkg/api/tokens.go

@@ -69,7 +69,9 @@ func (a *TokensApi) TokenListHandler(c *core.WebContext) (any, *errs.Error) {
 			tokenResp.IsCurrent = true
 		}
 
-		if token.TokenType == core.USER_TOKEN_TYPE_MCP && token.UserAgent != services.TokenUserAgentCreatedViaCli {
+		if token.TokenType == core.USER_TOKEN_TYPE_API && token.UserAgent != services.TokenUserAgentCreatedViaCli {
+			tokenResp.UserAgent = services.TokenUserAgentForAPI
+		} else if token.TokenType == core.USER_TOKEN_TYPE_MCP && token.UserAgent != services.TokenUserAgentCreatedViaCli {
 			tokenResp.UserAgent = services.TokenUserAgentForMCP
 		}
 
@@ -81,6 +83,53 @@ func (a *TokensApi) TokenListHandler(c *core.WebContext) (any, *errs.Error) {
 	return tokenResps, nil
 }
 
+// TokenGenerateAPIHandler generates a new API token for current user
+func (a *TokensApi) TokenGenerateAPIHandler(c *core.WebContext) (any, *errs.Error) {
+	if !a.CurrentConfig().EnableAPIToken {
+		return nil, errs.ErrAPITokenNotEnabled
+	}
+
+	var generateAPITokenReq models.TokenGenerateAPIRequest
+	err := c.ShouldBindJSON(&generateAPITokenReq)
+
+	if err != nil {
+		log.Warnf(c, "[tokens.TokenGenerateAPIHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[tokens.TokenGenerateAPIHandler] failed to get user \"uid:%d\" info, because %s", uid, err.Error())
+		return nil, errs.ErrUserNotFound
+	}
+
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_GENERATE_API_TOKEN) {
+		return false, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	if !a.users.IsPasswordEqualsUserPassword(generateAPITokenReq.Password, user) {
+		return nil, errs.ErrUserPasswordWrong
+	}
+
+	token, claims, err := a.tokens.CreateAPIToken(c, user, generateAPITokenReq.ExpiredInSeconds)
+
+	if err != nil {
+		log.Errorf(c, "[tokens.TokenGenerateAPIHandler] failed to create api token for user \"uid:%d\", because %s", user.Uid, err.Error())
+		return nil, errs.Or(err, errs.ErrTokenGenerating)
+	}
+
+	log.Infof(c, "[tokens.TokenGenerateAPIHandler] user \"uid:%d\" has generated api token, new token will be expired at %d", user.Uid, claims.ExpiresAt)
+
+	generateAPITokenResp := &models.TokenGenerateAPIResponse{
+		Token:      token,
+		APIBaseUrl: a.CurrentConfig().RootUrl + "api",
+	}
+
+	return generateAPITokenResp, nil
+}
+
 // TokenGenerateMCPHandler generates a new MCP token for current user
 func (a *TokensApi) TokenGenerateMCPHandler(c *core.WebContext) (any, *errs.Error) {
 	if !a.CurrentConfig().EnableMCPServer {
@@ -111,7 +160,7 @@ func (a *TokensApi) TokenGenerateMCPHandler(c *core.WebContext) (any, *errs.Erro
 		return nil, errs.ErrUserPasswordWrong
 	}
 
-	token, claims, err := a.tokens.CreateMCPToken(c, user)
+	token, claims, err := a.tokens.CreateMCPToken(c, user, generateMCPTokenReq.ExpiredInSeconds)
 
 	if err != nil {
 		log.Errorf(c, "[tokens.TokenGenerateMCPHandler] failed to create mcp token for user \"uid:%d\", because %s", user.Uid, err.Error())
@@ -130,7 +179,13 @@ func (a *TokensApi) TokenGenerateMCPHandler(c *core.WebContext) (any, *errs.Erro
 
 // TokenRevokeCurrentHandler revokes current token of current user
 func (a *TokensApi) TokenRevokeCurrentHandler(c *core.WebContext) (any, *errs.Error) {
-	_, claims, err := a.tokens.ParseTokenByHeader(c)
+	tokenString := c.GetTokenStringFromHeader()
+
+	if tokenString == "" {
+		return false, errs.ErrTokenIsEmpty
+	}
+
+	_, claims, _, err := a.tokens.ParseToken(c, tokenString)
 
 	if err != nil {
 		return nil, errs.Or(err, errs.NewIncompleteOrIncorrectSubmissionError(err))
@@ -338,6 +393,7 @@ func (a *TokensApi) TokenRefreshHandler(c *core.WebContext) (any, *errs.Error) {
 
 	c.SetTextualToken(token)
 	c.SetTokenClaims(claims)
+	c.SetTokenContext("")
 
 	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, user.Uid)
 	var applicationCloudSettingSlice *models.ApplicationCloudSettingSlice = nil

pkg/api/transaction_categories.go

@@ -214,6 +214,7 @@ func (a *TransactionCategoriesApi) CategoryModifyHandler(c *core.WebContext) (an
 		Uid:              uid,
 		ParentCategoryId: categoryModifyReq.ParentId,
 		Name:             categoryModifyReq.Name,
+		DisplayOrder:     category.DisplayOrder,
 		Icon:             categoryModifyReq.Icon,
 		Color:            categoryModifyReq.Color,
 		Comment:          categoryModifyReq.Comment,
@@ -259,6 +260,15 @@ func (a *TransactionCategoriesApi) CategoryModifyHandler(c *core.WebContext) (an
 		if toPrimaryCategory.ParentCategoryId != models.LevelOneTransactionCategoryParentId {
 			return nil, errs.Or(err, errs.ErrNotAllowUseSecondaryTransactionAsPrimaryCategory)
 		}
+
+		maxOrderId, err := a.categories.GetMaxSubCategoryDisplayOrder(c, uid, category.Type, newCategory.ParentCategoryId)
+
+		if err != nil {
+			log.Errorf(c, "[transaction_categories.CategoryModifyHandler] failed to get max display order for user \"uid:%d\", because %s", uid, err.Error())
+			return nil, errs.Or(err, errs.ErrOperationFailed)
+		}
+
+		newCategory.DisplayOrder = maxOrderId + 1
 	}
 
 	err = a.categories.ModifyCategory(c, newCategory)
@@ -271,7 +281,6 @@ func (a *TransactionCategoriesApi) CategoryModifyHandler(c *core.WebContext) (an
 	log.Infof(c, "[transaction_categories.CategoryModifyHandler] user \"uid:%d\" has updated category \"id:%d\" successfully", uid, categoryModifyReq.Id)
 
 	newCategory.Type = category.Type
-	newCategory.DisplayOrder = category.DisplayOrder
 	categoryResp := newCategory.ToTransactionCategoryInfoResponse()
 
 	return categoryResp, nil

pkg/api/transaction_tag_groups.go

@@ -0,0 +1,210 @@
+package api
+
+import (
+	"sort"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/services"
+)
+
+// TransactionTagGroupsApi represents transaction tag group api
+type TransactionTagGroupsApi struct {
+	tagGroups *services.TransactionTagGroupService
+}
+
+// Initialize a transaction tag group api singleton instance
+var (
+	TransactionTagGroups = &TransactionTagGroupsApi{
+		tagGroups: services.TransactionTagGroups,
+	}
+)
+
+// TagGroupListHandler returns transaction tag group list of current user
+func (a *TransactionTagGroupsApi) TagGroupListHandler(c *core.WebContext) (any, *errs.Error) {
+	uid := c.GetCurrentUid()
+	tagGroups, err := a.tagGroups.GetAllTagGroupsByUid(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[transaction_tag_groups.TagGroupListHandler] failed to get tag groups for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	tagGroupResps := make(models.TransactionTagGroupInfoResponseSlice, len(tagGroups))
+
+	for i := 0; i < len(tagGroups); i++ {
+		tagGroupResps[i] = tagGroups[i].ToTransactionTagGroupInfoResponse()
+	}
+
+	sort.Sort(tagGroupResps)
+
+	return tagGroupResps, nil
+}
+
+// TagGroupGetHandler returns one specific transaction tag group of current user
+func (a *TransactionTagGroupsApi) TagGroupGetHandler(c *core.WebContext) (any, *errs.Error) {
+	var tagGroupGetReq models.TransactionTagGroupGetRequest
+	err := c.ShouldBindQuery(&tagGroupGetReq)
+
+	if err != nil {
+		log.Warnf(c, "[transaction_tag_groups.TagGroupGetHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	tagGroup, err := a.tagGroups.GetTagGroupByTagGroupId(c, uid, tagGroupGetReq.Id)
+
+	if err != nil {
+		log.Errorf(c, "[transaction_tag_groups.TagGroupGetHandler] failed to get tag group \"id:%d\" for user \"uid:%d\", because %s", tagGroupGetReq.Id, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	tagGroupResp := tagGroup.ToTransactionTagGroupInfoResponse()
+
+	return tagGroupResp, nil
+}
+
+// TagGroupCreateHandler saves a new transaction tag group by request parameters for current user
+func (a *TransactionTagGroupsApi) TagGroupCreateHandler(c *core.WebContext) (any, *errs.Error) {
+	var tagGroupCreateReq models.TransactionTagGroupCreateRequest
+	err := c.ShouldBindJSON(&tagGroupCreateReq)
+
+	if err != nil {
+		log.Warnf(c, "[transaction_tag_groups.TagGroupCreateHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+
+	maxOrderId, err := a.tagGroups.GetMaxDisplayOrder(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[transaction_tag_groups.TagGroupCreateHandler] failed to get max display order for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	tagGroup := a.createNewTagGroupModel(uid, &tagGroupCreateReq, maxOrderId+1)
+
+	err = a.tagGroups.CreateTagGroup(c, tagGroup)
+
+	if err != nil {
+		log.Errorf(c, "[transaction_tag_groups.TagGroupCreateHandler] failed to create tag group \"id:%d\" for user \"uid:%d\", because %s", tagGroup.TagGroupId, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[transaction_tag_groups.TagGroupCreateHandler] user \"uid:%d\" has created a new tag group \"id:%d\" successfully", uid, tagGroup.TagGroupId)
+
+	tagGroupResp := tagGroup.ToTransactionTagGroupInfoResponse()
+
+	return tagGroupResp, nil
+}
+
+// TagGroupModifyHandler saves an existed transaction tag group by request parameters for current user
+func (a *TransactionTagGroupsApi) TagGroupModifyHandler(c *core.WebContext) (any, *errs.Error) {
+	var tagGroupModifyReq models.TransactionTagGroupModifyRequest
+	err := c.ShouldBindJSON(&tagGroupModifyReq)
+
+	if err != nil {
+		log.Warnf(c, "[transaction_tag_groups.TagGroupModifyHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	tagGroup, err := a.tagGroups.GetTagGroupByTagGroupId(c, uid, tagGroupModifyReq.Id)
+
+	if err != nil {
+		log.Errorf(c, "[transaction_tag_groups.TagGroupModifyHandler] failed to get tag group \"id:%d\" for user \"uid:%d\", because %s", tagGroupModifyReq.Id, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	newTagGroup := &models.TransactionTagGroup{
+		TagGroupId: tagGroup.TagGroupId,
+		Uid:        uid,
+		Name:       tagGroupModifyReq.Name,
+	}
+
+	if newTagGroup.Name == tagGroup.Name {
+		return nil, errs.ErrNothingWillBeUpdated
+	}
+
+	err = a.tagGroups.ModifyTagGroup(c, newTagGroup)
+
+	if err != nil {
+		log.Errorf(c, "[transaction_tag_groups.TagGroupModifyHandler] failed to update tag group \"id:%d\" for user \"uid:%d\", because %s", tagGroupModifyReq.Id, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[transaction_tag_groups.TagGroupModifyHandler] user \"uid:%d\" has updated tag group \"id:%d\" successfully", uid, tagGroupModifyReq.Id)
+
+	tagGroup.Name = newTagGroup.Name
+	tagGroupResp := tagGroup.ToTransactionTagGroupInfoResponse()
+
+	return tagGroupResp, nil
+}
+
+// TagGroupMoveHandler moves display order of existed transaction tag groups by request parameters for current user
+func (a *TransactionTagGroupsApi) TagGroupMoveHandler(c *core.WebContext) (any, *errs.Error) {
+	var tagGroupMoveReq models.TransactionTagGroupMoveRequest
+	err := c.ShouldBindJSON(&tagGroupMoveReq)
+
+	if err != nil {
+		log.Warnf(c, "[transaction_tag_groups.TagGroupMoveHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	tagGroups := make([]*models.TransactionTagGroup, len(tagGroupMoveReq.NewDisplayOrders))
+
+	for i := 0; i < len(tagGroupMoveReq.NewDisplayOrders); i++ {
+		newDisplayOrder := tagGroupMoveReq.NewDisplayOrders[i]
+		tagGroup := &models.TransactionTagGroup{
+			Uid:          uid,
+			TagGroupId:   newDisplayOrder.Id,
+			DisplayOrder: newDisplayOrder.DisplayOrder,
+		}
+
+		tagGroups[i] = tagGroup
+	}
+
+	err = a.tagGroups.ModifyTagGroupDisplayOrders(c, uid, tagGroups)
+
+	if err != nil {
+		log.Errorf(c, "[transaction_tag_groups.TagGroupMoveHandler] failed to move tag groups for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[transaction_tag_groups.TagGroupMoveHandler] user \"uid:%d\" has moved tag groups", uid)
+	return true, nil
+}
+
+// TagGroupDeleteHandler deletes an existed transaction tag group by request parameters for current user
+func (a *TransactionTagGroupsApi) TagGroupDeleteHandler(c *core.WebContext) (any, *errs.Error) {
+	var tagGroupDeleteReq models.TransactionTagGroupDeleteRequest
+	err := c.ShouldBindJSON(&tagGroupDeleteReq)
+
+	if err != nil {
+		log.Warnf(c, "[transaction_tag_groups.TagGroupDeleteHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	err = a.tagGroups.DeleteTagGroup(c, uid, tagGroupDeleteReq.Id)
+
+	if err != nil {
+		log.Errorf(c, "[transaction_tag_groups.TagGroupDeleteHandler] failed to delete tag group \"id:%d\" for user \"uid:%d\", because %s", tagGroupDeleteReq.Id, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[transaction_tag_groups.TagGroupDeleteHandler] user \"uid:%d\" has deleted tag group \"id:%d\"", uid, tagGroupDeleteReq.Id)
+	return true, nil
+}
+
+func (a *TransactionTagGroupsApi) createNewTagGroupModel(uid int64, tagGroupCreateReq *models.TransactionTagGroupCreateRequest, order int32) *models.TransactionTagGroup {
+	return &models.TransactionTagGroup{
+		Uid:          uid,
+		Name:         tagGroupCreateReq.Name,
+		DisplayOrder: order,
+	}
+}

pkg/api/transaction_tags.go

@@ -78,7 +78,7 @@ func (a *TransactionTagsApi) TagCreateHandler(c *core.WebContext) (any, *errs.Er
 
 	uid := c.GetCurrentUid()
 
-	maxOrderId, err := a.tags.GetMaxDisplayOrder(c, uid)
+	maxOrderId, err := a.tags.GetMaxDisplayOrder(c, uid, tagCreateReq.GroupId)
 
 	if err != nil {
 		log.Errorf(c, "[transaction_tags.TagCreateHandler] failed to get max display order for user \"uid:%d\", because %s", uid, err.Error())
@@ -111,9 +111,16 @@ func (a *TransactionTagsApi) TagCreateBatchHandler(c *core.WebContext) (any, *er
 		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
+	for i := 0; i < len(tagCreateBatchReq.Tags); i++ {
+		if tagCreateBatchReq.Tags[i].GroupId != tagCreateBatchReq.GroupId {
+			log.Warnf(c, "[transaction_tags.TagCreateBatchHandler] the group id \"%d\" of tag#%d is inconsistent with the batch group id \"%d\"", tagCreateBatchReq.Tags[i].GroupId, i, tagCreateBatchReq.GroupId)
+			return nil, errs.ErrTransactionTagGroupIdInvalid
+		}
+	}
+
 	uid := c.GetCurrentUid()
 
-	maxOrderId, err := a.tags.GetMaxDisplayOrder(c, uid)
+	maxOrderId, err := a.tags.GetMaxDisplayOrder(c, uid, tagCreateBatchReq.GroupId)
 
 	if err != nil {
 		log.Errorf(c, "[transaction_tags.TagCreateBatchHandler] failed to get max display order for user \"uid:%d\", because %s", uid, err.Error())
@@ -161,16 +168,31 @@ func (a *TransactionTagsApi) TagModifyHandler(c *core.WebContext) (any, *errs.Er
 	}
 
 	newTag := &models.TransactionTag{
-		TagId: tag.TagId,
-		Uid:   uid,
-		Name:  tagModifyReq.Name,
+		TagId:        tag.TagId,
+		Uid:          uid,
+		Name:         tagModifyReq.Name,
+		TagGroupId:   tagModifyReq.GroupId,
+		DisplayOrder: tag.DisplayOrder,
 	}
 
-	if newTag.Name == tag.Name {
+	tagNameChanged := newTag.Name != tag.Name
+
+	if !tagNameChanged && newTag.TagGroupId == tag.TagGroupId {
 		return nil, errs.ErrNothingWillBeUpdated
 	}
 
-	err = a.tags.ModifyTag(c, newTag)
+	if newTag.TagGroupId != tag.TagGroupId {
+		maxOrderId, err := a.tags.GetMaxDisplayOrder(c, uid, newTag.TagGroupId)
+
+		if err != nil {
+			log.Errorf(c, "[transaction_tags.TagModifyHandler] failed to get max display order for user \"uid:%d\", because %s", uid, err.Error())
+			return nil, errs.Or(err, errs.ErrOperationFailed)
+		}
+
+		newTag.DisplayOrder = maxOrderId + 1
+	}
+
+	err = a.tags.ModifyTag(c, newTag, tagNameChanged)
 
 	if err != nil {
 		log.Errorf(c, "[transaction_tags.TagModifyHandler] failed to update tag \"id:%d\" for user \"uid:%d\", because %s", tagModifyReq.Id, uid, err.Error())
@@ -180,6 +202,8 @@ func (a *TransactionTagsApi) TagModifyHandler(c *core.WebContext) (any, *errs.Er
 	log.Infof(c, "[transaction_tags.TagModifyHandler] user \"uid:%d\" has updated tag \"id:%d\" successfully", uid, tagModifyReq.Id)
 
 	tag.Name = newTag.Name
+	tag.TagGroupId = newTag.TagGroupId
+	tag.DisplayOrder = newTag.DisplayOrder
 	tagResp := tag.ToTransactionTagInfoResponse()
 
 	return tagResp, nil
@@ -268,6 +292,7 @@ func (a *TransactionTagsApi) createNewTagModel(uid int64, tagCreateReq *models.T
 	return &models.TransactionTag{
 		Uid:          uid,
 		Name:         tagCreateReq.Name,
+		TagGroupId:   tagCreateReq.GroupId,
 		DisplayOrder: order,
 	}
 }
@@ -278,6 +303,7 @@ func (a *TransactionTagsApi) createNewTagModels(uid int64, tagCreateBatchReq *mo
 	for i := 0; i < len(tagCreateBatchReq.Tags); i++ {
 		tagCreateReq := tagCreateBatchReq.Tags[i]
 		tag := a.createNewTagModel(uid, tagCreateReq, order+int32(i))
+		tag.TagGroupId = tagCreateBatchReq.GroupId
 		tags[i] = tag
 	}
 

pkg/api/transactions.go

@@ -4,8 +4,10 @@ import (
 	"encoding/json"
 	"fmt"
 	"io"
+	"math"
 	"sort"
 	"strings"
+	"time"
 
 	orderedmap "github.com/wk8/go-ordered-map/v2"
 
@@ -22,6 +24,8 @@ import (
 	"github.com/mayswind/ezbookkeeping/pkg/utils"
 )
 
+const pageCountForAccountStatement = 1000
+
 // TransactionsApi represents transaction api
 type TransactionsApi struct {
 	ApiUsingConfig
@@ -81,19 +85,19 @@ func (a *TransactionsApi) TransactionCountHandler(c *core.WebContext) (any, *err
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	var allTagIds []int64
-	noTags := transactionCountReq.TagIds == "none"
+	noTags := transactionCountReq.TagFilter == models.TransactionNoTagFilterValue
+	var tagFilters []*models.TransactionTagFilter
 
 	if !noTags {
-		allTagIds, err = a.transactionTags.GetTagIds(transactionCountReq.TagIds)
+		tagFilters, err = models.ParseTransactionTagFilter(transactionCountReq.TagFilter)
 
 		if err != nil {
-			log.Warnf(c, "[transactions.TransactionCountHandler] get transaction tag ids error, because %s", err.Error())
+			log.Warnf(c, "[transactions.TransactionCountHandler] parse transaction filters error, because %s", err.Error())
 			return nil, errs.Or(err, errs.ErrOperationFailed)
 		}
 	}
 
-	totalCount, err := a.transactions.GetTransactionCount(c, uid, transactionCountReq.MaxTime, transactionCountReq.MinTime, transactionCountReq.Type, allCategoryIds, allAccountIds, allTagIds, noTags, transactionCountReq.TagFilterType, transactionCountReq.AmountFilter, transactionCountReq.Keyword)
+	totalCount, err := a.transactions.GetTransactionCount(c, uid, transactionCountReq.MaxTime, transactionCountReq.MinTime, transactionCountReq.Type, allCategoryIds, allAccountIds, tagFilters, noTags, transactionCountReq.AmountFilter, transactionCountReq.Keyword)
 
 	if err != nil {
 		log.Errorf(c, "[transactions.TransactionCountHandler] failed to get transaction count for user \"uid:%d\", because %s", uid, err.Error())
@@ -117,10 +121,10 @@ func (a *TransactionsApi) TransactionListHandler(c *core.WebContext) (any, *errs
 		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
-	utcOffset, err := c.GetClientTimezoneOffset()
+	clientTimezone, err := c.GetClientTimezone()
 
 	if err != nil {
-		log.Warnf(c, "[transactions.TransactionListHandler] cannot get client timezone offset, because %s", err.Error())
+		log.Warnf(c, "[transactions.TransactionListHandler] cannot get client timezone, because %s", err.Error())
 		return nil, errs.ErrClientTimezoneOffsetInvalid
 	}
 
@@ -149,14 +153,14 @@ func (a *TransactionsApi) TransactionListHandler(c *core.WebContext) (any, *errs
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	var allTagIds []int64
-	noTags := transactionListReq.TagIds == "none"
+	noTags := transactionListReq.TagFilter == models.TransactionNoTagFilterValue
+	var tagFilters []*models.TransactionTagFilter
 
 	if !noTags {
-		allTagIds, err = a.transactionTags.GetTagIds(transactionListReq.TagIds)
+		tagFilters, err = models.ParseTransactionTagFilter(transactionListReq.TagFilter)
 
 		if err != nil {
-			log.Warnf(c, "[transactions.TransactionListHandler] get transaction tag ids error, because %s", err.Error())
+			log.Warnf(c, "[transactions.TransactionListHandler] parse transaction tag filters error, because %s", err.Error())
 			return nil, errs.Or(err, errs.ErrOperationFailed)
 		}
 	}
@@ -164,7 +168,7 @@ func (a *TransactionsApi) TransactionListHandler(c *core.WebContext) (any, *errs
 	var totalCount int64
 
 	if transactionListReq.WithCount {
-		totalCount, err = a.transactions.GetTransactionCount(c, uid, transactionListReq.MaxTime, transactionListReq.MinTime, transactionListReq.Type, allCategoryIds, allAccountIds, allTagIds, noTags, transactionListReq.TagFilterType, transactionListReq.AmountFilter, transactionListReq.Keyword)
+		totalCount, err = a.transactions.GetTransactionCount(c, uid, transactionListReq.MaxTime, transactionListReq.MinTime, transactionListReq.Type, allCategoryIds, allAccountIds, tagFilters, noTags, transactionListReq.AmountFilter, transactionListReq.Keyword)
 
 		if err != nil {
 			log.Errorf(c, "[transactions.TransactionListHandler] failed to get transaction count for user \"uid:%d\", because %s", uid, err.Error())
@@ -172,7 +176,7 @@ func (a *TransactionsApi) TransactionListHandler(c *core.WebContext) (any, *errs
 		}
 	}
 
-	transactions, err := a.transactions.GetTransactionsByMaxTime(c, uid, transactionListReq.MaxTime, transactionListReq.MinTime, transactionListReq.Type, allCategoryIds, allAccountIds, allTagIds, noTags, transactionListReq.TagFilterType, transactionListReq.AmountFilter, transactionListReq.Keyword, transactionListReq.Page, transactionListReq.Count, true, true)
+	transactions, err := a.transactions.GetTransactionsByMaxTime(c, uid, transactionListReq.MaxTime, transactionListReq.MinTime, transactionListReq.Type, allCategoryIds, allAccountIds, tagFilters, noTags, transactionListReq.AmountFilter, transactionListReq.Keyword, transactionListReq.Page, transactionListReq.Count, true, true)
 
 	if err != nil {
 		log.Errorf(c, "[transactions.TransactionListHandler] failed to get transactions earlier than \"%d\" for user \"uid:%d\", because %s", transactionListReq.MaxTime, uid, err.Error())
@@ -188,7 +192,7 @@ func (a *TransactionsApi) TransactionListHandler(c *core.WebContext) (any, *errs
 		transactions = transactions[:transactionListReq.Count]
 	}
 
-	transactionResult, err := a.getTransactionResponseListResult(c, user, transactions, utcOffset, transactionListReq.WithPictures, transactionListReq.TrimAccount, transactionListReq.TrimCategory, transactionListReq.TrimTag)
+	transactionResult, err := a.getTransactionResponseListResult(c, user, transactions, clientTimezone, transactionListReq.WithPictures, transactionListReq.TrimAccount, transactionListReq.TrimCategory, transactionListReq.TrimTag)
 
 	if err != nil {
 		log.Errorf(c, "[transactions.TransactionListHandler] failed to assemble transaction result for user \"uid:%d\", because %s", uid, err.Error())
@@ -220,10 +224,10 @@ func (a *TransactionsApi) TransactionMonthListHandler(c *core.WebContext) (any,
 		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
-	utcOffset, err := c.GetClientTimezoneOffset()
+	clientTimezone, err := c.GetClientTimezone()
 
 	if err != nil {
-		log.Warnf(c, "[transactions.TransactionMonthListHandler] cannot get client timezone offset, because %s", err.Error())
+		log.Warnf(c, "[transactions.TransactionMonthListHandler] cannot get client timezone, because %s", err.Error())
 		return nil, errs.ErrClientTimezoneOffsetInvalid
 	}
 
@@ -252,26 +256,26 @@ func (a *TransactionsApi) TransactionMonthListHandler(c *core.WebContext) (any,
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	var allTagIds []int64
-	noTags := transactionListReq.TagIds == "none"
+	noTags := transactionListReq.TagFilter == models.TransactionNoTagFilterValue
+	var tagFilters []*models.TransactionTagFilter
 
 	if !noTags {
-		allTagIds, err = a.transactionTags.GetTagIds(transactionListReq.TagIds)
+		tagFilters, err = models.ParseTransactionTagFilter(transactionListReq.TagFilter)
 
 		if err != nil {
-			log.Warnf(c, "[transactions.TransactionMonthListHandler] get transaction tag ids error, because %s", err.Error())
+			log.Warnf(c, "[transactions.TransactionMonthListHandler] parse transaction tag filters error, because %s", err.Error())
 			return nil, errs.Or(err, errs.ErrOperationFailed)
 		}
 	}
 
-	transactions, err := a.transactions.GetTransactionsInMonthByPage(c, uid, transactionListReq.Year, transactionListReq.Month, transactionListReq.Type, allCategoryIds, allAccountIds, allTagIds, noTags, transactionListReq.TagFilterType, transactionListReq.AmountFilter, transactionListReq.Keyword)
+	transactions, err := a.transactions.GetTransactionsInMonthByPage(c, uid, transactionListReq.Year, transactionListReq.Month, transactionListReq.Type, allCategoryIds, allAccountIds, tagFilters, noTags, transactionListReq.AmountFilter, transactionListReq.Keyword)
 
 	if err != nil {
 		log.Errorf(c, "[transactions.TransactionMonthListHandler] failed to get transactions in month \"%d-%d\" for user \"uid:%d\", because %s", transactionListReq.Year, transactionListReq.Month, uid, err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	transactionResult, err := a.getTransactionResponseListResult(c, user, transactions, utcOffset, transactionListReq.WithPictures, transactionListReq.TrimAccount, transactionListReq.TrimCategory, transactionListReq.TrimTag)
+	transactionResult, err := a.getTransactionResponseListResult(c, user, transactions, clientTimezone, transactionListReq.WithPictures, transactionListReq.TrimAccount, transactionListReq.TrimCategory, transactionListReq.TrimTag)
 
 	if err != nil {
 		log.Errorf(c, "[transactions.TransactionMonthListHandler] failed to assemble transaction result for user \"uid:%d\", because %s", uid, err.Error())
@@ -286,6 +290,196 @@ func (a *TransactionsApi) TransactionMonthListHandler(c *core.WebContext) (any,
 	return transactionResps, nil
 }
 
+// TransactionListAllHandler returns all transaction list of current user
+func (a *TransactionsApi) TransactionListAllHandler(c *core.WebContext) (any, *errs.Error) {
+	var transactionAllListReq models.TransactionAllListRequest
+	err := c.ShouldBindQuery(&transactionAllListReq)
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionListAllHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	clientTimezone, err := c.GetClientTimezone()
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionListAllHandler] cannot get client timezone, because %s", err.Error())
+		return nil, errs.ErrClientTimezoneOffsetInvalid
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		if !errs.IsCustomError(err) {
+			log.Errorf(c, "[transactions.TransactionListAllHandler] failed to get user, because %s", err.Error())
+		}
+
+		return nil, errs.ErrUserNotFound
+	}
+
+	allAccountIds, err := a.accounts.GetAccountOrSubAccountIds(c, transactionAllListReq.AccountIds, uid)
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionListAllHandler] get account error, because %s", err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	allCategoryIds, err := a.transactionCategories.GetCategoryOrSubCategoryIds(c, transactionAllListReq.CategoryIds, uid)
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionListAllHandler] get transaction category error, because %s", err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	noTags := transactionAllListReq.TagFilter == models.TransactionNoTagFilterValue
+	var tagFilters []*models.TransactionTagFilter
+
+	if !noTags {
+		tagFilters, err = models.ParseTransactionTagFilter(transactionAllListReq.TagFilter)
+
+		if err != nil {
+			log.Warnf(c, "[transactions.TransactionListAllHandler] parse transaction tag filters error, because %s", err.Error())
+			return nil, errs.Or(err, errs.ErrOperationFailed)
+		}
+	}
+
+	maxTransactionTime := int64(math.MaxInt64)
+	minTransactionTime := int64(0)
+
+	if transactionAllListReq.EndTime > 0 {
+		maxTransactionTime = utils.GetMaxTransactionTimeFromUnixTime(transactionAllListReq.EndTime)
+	}
+
+	if transactionAllListReq.StartTime > 0 {
+		minTransactionTime = utils.GetMinTransactionTimeFromUnixTime(transactionAllListReq.StartTime)
+	}
+
+	allTransactions, err := a.transactions.GetAllSpecifiedTransactions(c, uid, maxTransactionTime, minTransactionTime, transactionAllListReq.Type, allCategoryIds, allAccountIds, tagFilters, noTags, transactionAllListReq.AmountFilter, transactionAllListReq.Keyword, pageCountForDataExport, true)
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionListAllHandler] failed to get all transactions for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	transactionResult, err := a.getTransactionResponseListResult(c, user, allTransactions, clientTimezone, transactionAllListReq.WithPictures, transactionAllListReq.TrimAccount, transactionAllListReq.TrimCategory, transactionAllListReq.TrimTag)
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionListAllHandler] failed to assemble transaction result for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	return transactionResult, nil
+}
+
+// TransactionReconciliationStatementHandler returns transaction reconciliation statement list of current user
+func (a *TransactionsApi) TransactionReconciliationStatementHandler(c *core.WebContext) (any, *errs.Error) {
+	var reconciliationStatementRequest models.TransactionReconciliationStatementRequest
+	err := c.ShouldBindQuery(&reconciliationStatementRequest)
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionReconciliationStatementHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	clientTimezone, err := c.GetClientTimezone()
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionReconciliationStatementHandler] cannot get client timezone, because %s", err.Error())
+		return nil, errs.ErrClientTimezoneOffsetInvalid
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		if !errs.IsCustomError(err) {
+			log.Errorf(c, "[transactions.TransactionReconciliationStatementHandler] failed to get user, because %s", err.Error())
+		}
+
+		return nil, errs.ErrUserNotFound
+	}
+
+	account, err := a.accounts.GetAccountByAccountId(c, uid, reconciliationStatementRequest.AccountId)
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionReconciliationStatementHandler] failed to get account \"id:%d\" for user \"uid:%d\", because %s", reconciliationStatementRequest.AccountId, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	if account.Type != models.ACCOUNT_TYPE_SINGLE_ACCOUNT {
+		log.Errorf(c, "[transactions.TransactionReconciliationStatementHandler] account \"id:%d\" for user \"uid:%d\" is not a single account", reconciliationStatementRequest.AccountId, uid)
+		return nil, errs.ErrAccountTypeInvalid
+	}
+
+	maxTransactionTime := int64(0)
+
+	if reconciliationStatementRequest.EndTime > 0 {
+		maxTransactionTime = utils.GetMaxTransactionTimeFromUnixTime(reconciliationStatementRequest.EndTime)
+	}
+
+	minTransactionTime := int64(0)
+
+	if reconciliationStatementRequest.StartTime > 0 {
+		minTransactionTime = utils.GetMinTransactionTimeFromUnixTime(reconciliationStatementRequest.StartTime)
+	}
+
+	transactionsWithAccountBalance, totalInflows, totalOutflows, openingBalance, closingBalance, err := a.transactions.GetAllTransactionsInOneAccountWithAccountBalanceByMaxTime(c, uid, pageCountForAccountStatement, maxTransactionTime, minTransactionTime, reconciliationStatementRequest.AccountId, account.Category)
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionReconciliationStatementHandler] failed to get transactions from \"%d\" to \"%d\" for user \"uid:%d\", because %s", reconciliationStatementRequest.StartTime, reconciliationStatementRequest.EndTime, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	transactions := make([]*models.Transaction, len(transactionsWithAccountBalance))
+	transactionAccountBalanceMap := make(map[int64]*models.TransactionWithAccountBalance, len(transactionsWithAccountBalance))
+
+	for i := 0; i < len(transactionsWithAccountBalance); i++ {
+		transactionWithBalance := transactionsWithAccountBalance[i]
+		transactions[i] = transactionWithBalance.Transaction
+		transactionAccountBalanceMap[transactionWithBalance.TransactionId] = transactionWithBalance
+		transactionAccountBalanceMap[transactionWithBalance.RelatedId] = transactionWithBalance
+	}
+
+	transactionResult, err := a.getTransactionResponseListResult(c, user, transactions, clientTimezone, false, true, true, true)
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionReconciliationStatementHandler] failed to assemble transaction result for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	responseItems := make([]*models.TransactionReconciliationStatementResponseItem, len(transactionResult))
+
+	for i := 0; i < len(transactionResult); i++ {
+		transactionResult := transactionResult[i]
+		accountOpeningBalance := int64(0)
+		accountClosingBalance := int64(0)
+
+		if transactionWithBalance, exists := transactionAccountBalanceMap[transactionResult.Id]; exists {
+			accountOpeningBalance = transactionWithBalance.AccountOpeningBalance
+			accountClosingBalance = transactionWithBalance.AccountClosingBalance
+		} else {
+			log.Warnf(c, "[transactions.TransactionReconciliationStatementHandler] missing account balance for transaction \"id:%d\" of user \"uid:%d\"", transactionResult.Id, uid)
+		}
+
+		responseItems[i] = &models.TransactionReconciliationStatementResponseItem{
+			TransactionInfoResponse: transactionResult,
+			AccountOpeningBalance:   accountOpeningBalance,
+			AccountClosingBalance:   accountClosingBalance,
+		}
+	}
+
+	reconciliationStatementResp := &models.TransactionReconciliationStatementResponse{
+		Transactions:   responseItems,
+		TotalInflows:   totalInflows,
+		TotalOutflows:  totalOutflows,
+		OpeningBalance: openingBalance,
+		ClosingBalance: closingBalance,
+	}
+
+	return reconciliationStatementResp, nil
+}
+
 // TransactionStatisticsHandler returns transaction statistics of current user
 func (a *TransactionsApi) TransactionStatisticsHandler(c *core.WebContext) (any, *errs.Error) {
 	var statisticReq models.TransactionStatisticRequest
@@ -296,27 +490,27 @@ func (a *TransactionsApi) TransactionStatisticsHandler(c *core.WebContext) (any,
 		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
-	utcOffset, err := c.GetClientTimezoneOffset()
+	clientTimezone, err := c.GetClientTimezone()
 
 	if err != nil {
-		log.Warnf(c, "[transactions.TransactionStatisticsHandler] cannot get client timezone offset, because %s", err.Error())
+		log.Warnf(c, "[transactions.TransactionStatisticsHandler] cannot get client timezone, because %s", err.Error())
 		return nil, errs.ErrClientTimezoneOffsetInvalid
 	}
 
-	var allTagIds []int64
-	noTags := statisticReq.TagIds == "none"
+	noTags := statisticReq.TagFilter == models.TransactionNoTagFilterValue
+	var tagFilters []*models.TransactionTagFilter
 
 	if !noTags {
-		allTagIds, err = a.transactionTags.GetTagIds(statisticReq.TagIds)
+		tagFilters, err = models.ParseTransactionTagFilter(statisticReq.TagFilter)
 
 		if err != nil {
-			log.Warnf(c, "[transactions.TransactionStatisticsHandler] get transaction tag ids error, because %s", err.Error())
+			log.Warnf(c, "[transactions.TransactionStatisticsHandler] parse transaction tag filters error, because %s", err.Error())
 			return nil, errs.Or(err, errs.ErrOperationFailed)
 		}
 	}
 
 	uid := c.GetCurrentUid()
-	totalAmounts, err := a.transactions.GetAccountsAndCategoriesTotalIncomeAndExpense(c, uid, statisticReq.StartTime, statisticReq.EndTime, allTagIds, noTags, statisticReq.TagFilterType, statisticReq.Keyword, utcOffset, statisticReq.UseTransactionTimezone)
+	totalAmounts, err := a.transactions.GetAccountsAndCategoriesTotalInflowAndOutflow(c, uid, statisticReq.StartTime, statisticReq.EndTime, tagFilters, noTags, statisticReq.Keyword, clientTimezone, statisticReq.UseTransactionTimezone)
 
 	if err != nil {
 		log.Errorf(c, "[transactions.TransactionStatisticsHandler] failed to get accounts and categories total income and expense for user \"uid:%d\", because %s", uid, err.Error())
@@ -337,6 +531,11 @@ func (a *TransactionsApi) TransactionStatisticsHandler(c *core.WebContext) (any,
 			AccountId:   totalAmountItem.AccountId,
 			TotalAmount: totalAmountItem.Amount,
 		}
+
+		if totalAmountItem.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT || totalAmountItem.Type == models.TRANSACTION_DB_TYPE_TRANSFER_IN {
+			statisticResp.Items[i].RelatedAccountId = totalAmountItem.RelatedAccountId
+			statisticResp.Items[i].RelatedAccountType, _ = totalAmountItem.Type.ToTransactionRelatedAccountType()
+		}
 	}
 
 	return statisticResp, nil
@@ -352,10 +551,10 @@ func (a *TransactionsApi) TransactionStatisticsTrendsHandler(c *core.WebContext)
 		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
-	utcOffset, err := c.GetClientTimezoneOffset()
+	clientTimezone, err := c.GetClientTimezone()
 
 	if err != nil {
-		log.Warnf(c, "[transactions.TransactionStatisticsTrendsHandler] cannot get client timezone offset, because %s", err.Error())
+		log.Warnf(c, "[transactions.TransactionStatisticsTrendsHandler] cannot get client timezone, because %s", err.Error())
 		return nil, errs.ErrClientTimezoneOffsetInvalid
 	}
 
@@ -366,20 +565,20 @@ func (a *TransactionsApi) TransactionStatisticsTrendsHandler(c *core.WebContext)
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	var allTagIds []int64
-	noTags := statisticTrendsReq.TagIds == "none"
+	noTags := statisticTrendsReq.TagFilter == models.TransactionNoTagFilterValue
+	var tagFilters []*models.TransactionTagFilter
 
 	if !noTags {
-		allTagIds, err = a.transactionTags.GetTagIds(statisticTrendsReq.TagIds)
+		tagFilters, err = models.ParseTransactionTagFilter(statisticTrendsReq.TagFilter)
 
 		if err != nil {
-			log.Warnf(c, "[transactions.TransactionStatisticsTrendsHandler] get transaction tag ids error, because %s", err.Error())
+			log.Warnf(c, "[transactions.TransactionStatisticsTrendsHandler] parse transaction tag filters error, because %s", err.Error())
 			return nil, errs.Or(err, errs.ErrOperationFailed)
 		}
 	}
 
 	uid := c.GetCurrentUid()
-	allMonthlyTotalAmounts, err := a.transactions.GetAccountsAndCategoriesMonthlyIncomeAndExpense(c, uid, startYear, startMonth, endYear, endMonth, allTagIds, noTags, statisticTrendsReq.TagFilterType, statisticTrendsReq.Keyword, utcOffset, statisticTrendsReq.UseTransactionTimezone)
+	allMonthlyTotalAmounts, err := a.transactions.GetAccountsAndCategoriesMonthlyInflowAndOutflow(c, uid, startYear, startMonth, endYear, endMonth, tagFilters, noTags, statisticTrendsReq.Keyword, clientTimezone, statisticTrendsReq.UseTransactionTimezone)
 
 	if err != nil {
 		log.Errorf(c, "[transactions.TransactionStatisticsTrendsHandler] failed to get accounts and categories total income and expense for user \"uid:%d\", because %s", uid, err.Error())
@@ -402,6 +601,11 @@ func (a *TransactionsApi) TransactionStatisticsTrendsHandler(c *core.WebContext)
 				AccountId:   totalAmountItem.AccountId,
 				TotalAmount: totalAmountItem.Amount,
 			}
+
+			if totalAmountItem.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT || totalAmountItem.Type == models.TRANSACTION_DB_TYPE_TRANSFER_IN {
+				monthlyStatisticResp.Items[i].RelatedAccountId = totalAmountItem.RelatedAccountId
+				monthlyStatisticResp.Items[i].RelatedAccountType, _ = totalAmountItem.Type.ToTransactionRelatedAccountType()
+			}
 		}
 
 		statisticTrendsResp = append(statisticTrendsResp, monthlyStatisticResp)
@@ -412,6 +616,71 @@ func (a *TransactionsApi) TransactionStatisticsTrendsHandler(c *core.WebContext)
 	return statisticTrendsResp, nil
 }
 
+// TransactionStatisticsAssetTrendsHandler returns transaction statistics asset trends of current user
+func (a *TransactionsApi) TransactionStatisticsAssetTrendsHandler(c *core.WebContext) (any, *errs.Error) {
+	var statisticAssetTrendsReq models.TransactionStatisticAssetTrendsRequest
+	err := c.ShouldBindQuery(&statisticAssetTrendsReq)
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionStatisticsAssetTrendsHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	clientTimezone, err := c.GetClientTimezone()
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionStatisticsAssetTrendsHandler] cannot get client timezone, because %s", err.Error())
+		return nil, errs.ErrClientTimezoneOffsetInvalid
+	}
+
+	uid := c.GetCurrentUid()
+
+	maxTransactionTime := int64(0)
+
+	if statisticAssetTrendsReq.EndTime > 0 {
+		maxTransactionTime = utils.GetMaxTransactionTimeFromUnixTime(statisticAssetTrendsReq.EndTime)
+	}
+
+	minTransactionTime := int64(0)
+
+	if statisticAssetTrendsReq.StartTime > 0 {
+		minTransactionTime = utils.GetMinTransactionTimeFromUnixTime(statisticAssetTrendsReq.StartTime)
+	}
+
+	accountDailyBalances, err := a.transactions.GetAllAccountsDailyOpeningAndClosingBalance(c, uid, maxTransactionTime, minTransactionTime, clientTimezone)
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionStatisticsAssetTrendsHandler] failed to get transactions from \"%d\" to \"%d\" for user \"uid:%d\", because %s", statisticAssetTrendsReq.StartTime, statisticAssetTrendsReq.EndTime, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	statisticAssetTrendsResp := make(models.TransactionStatisticAssetTrendsResponseItemSlice, 0)
+
+	for yearMonthDay, dailyAccountBalances := range accountDailyBalances {
+		dailyStatisticResp := &models.TransactionStatisticAssetTrendsResponseItem{
+			Year:  yearMonthDay / 10000,
+			Month: (yearMonthDay % 10000) / 100,
+			Day:   yearMonthDay % 100,
+			Items: make([]*models.TransactionStatisticAssetTrendsResponseDataItem, len(dailyAccountBalances)),
+		}
+
+		for i := 0; i < len(dailyAccountBalances); i++ {
+			accountBalance := dailyAccountBalances[i]
+			dailyStatisticResp.Items[i] = &models.TransactionStatisticAssetTrendsResponseDataItem{
+				AccountId:             accountBalance.AccountId,
+				AccountOpeningBalance: accountBalance.AccountOpeningBalance,
+				AccountClosingBalance: accountBalance.AccountClosingBalance,
+			}
+		}
+
+		statisticAssetTrendsResp = append(statisticAssetTrendsResp, dailyStatisticResp)
+	}
+
+	sort.Sort(statisticAssetTrendsResp)
+
+	return statisticAssetTrendsResp, nil
+}
+
 // TransactionAmountsHandler returns transaction amounts of current user
 func (a *TransactionsApi) TransactionAmountsHandler(c *core.WebContext) (any, *errs.Error) {
 	var transactionAmountsReq models.TransactionAmountsRequest
@@ -439,10 +708,29 @@ func (a *TransactionsApi) TransactionAmountsHandler(c *core.WebContext) (any, *e
 		return nil, errs.ErrQueryItemsTooMuch
 	}
 
-	utcOffset, err := c.GetClientTimezoneOffset()
+	excludeAccountIds := make([]int64, 0)
+	excludeCategoryIds := make([]int64, 0)
+
+	if transactionAmountsReq.ExcludeAccountIds != "" {
+		excludeAccountIds, err = utils.StringArrayToInt64Array(strings.Split(transactionAmountsReq.ExcludeAccountIds, ","))
+
+		if err != nil {
+			return nil, errs.ErrAccountIdInvalid
+		}
+	}
+
+	if transactionAmountsReq.ExcludeCategoryIds != "" {
+		excludeCategoryIds, err = utils.StringArrayToInt64Array(strings.Split(transactionAmountsReq.ExcludeCategoryIds, ","))
+
+		if err != nil {
+			return nil, errs.ErrTransactionCategoryIdInvalid
+		}
+	}
+
+	clientTimezone, err := c.GetClientTimezone()
 
 	if err != nil {
-		log.Warnf(c, "[transactions.TransactionAmountsHandler] cannot get client timezone offset, because %s", err.Error())
+		log.Warnf(c, "[transactions.TransactionAmountsHandler] cannot get client timezone, because %s", err.Error())
 		return nil, errs.ErrClientTimezoneOffsetInvalid
 	}
 
@@ -461,7 +749,7 @@ func (a *TransactionsApi) TransactionAmountsHandler(c *core.WebContext) (any, *e
 	for i := 0; i < len(requestItems); i++ {
 		requestItem := requestItems[i]
 
-		incomeAmounts, expenseAmounts, err := a.transactions.GetAccountsTotalIncomeAndExpense(c, uid, requestItem.StartTime, requestItem.EndTime, utcOffset, transactionAmountsReq.UseTransactionTimezone)
+		incomeAmounts, expenseAmounts, err := a.transactions.GetAccountsTotalIncomeAndExpense(c, uid, requestItem.StartTime, requestItem.EndTime, excludeAccountIds, excludeCategoryIds, clientTimezone, transactionAmountsReq.UseTransactionTimezone)
 
 		if err != nil {
 			log.Errorf(c, "[transactions.TransactionAmountsHandler] failed to get transaction amounts item for user \"uid:%d\", because %s", uid, err.Error())
@@ -542,10 +830,10 @@ func (a *TransactionsApi) TransactionGetHandler(c *core.WebContext) (any, *errs.
 		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
-	utcOffset, err := c.GetClientTimezoneOffset()
+	clientTimezone, err := c.GetClientTimezone()
 
 	if err != nil {
-		log.Warnf(c, "[transactions.TransactionGetHandler] cannot get client timezone offset, because %s", err.Error())
+		log.Warnf(c, "[transactions.TransactionGetHandler] cannot get client timezone, because %s", err.Error())
 		return nil, errs.ErrClientTimezoneOffsetInvalid
 	}
 
@@ -631,7 +919,7 @@ func (a *TransactionsApi) TransactionGetHandler(c *core.WebContext) (any, *errs.
 		}
 	}
 
-	transactionEditable := transaction.IsEditable(user, utcOffset, accountMap[transaction.AccountId], accountMap[transaction.RelatedAccountId])
+	transactionEditable := transaction.IsEditable(user, clientTimezone, accountMap[transaction.AccountId], accountMap[transaction.RelatedAccountId])
 	transactionTagIds := allTransactionTagIds[transaction.TransactionId]
 	transactionResp := transaction.ToTransactionInfoResponse(transactionTagIds, transactionEditable)
 
@@ -672,6 +960,13 @@ func (a *TransactionsApi) TransactionCreateHandler(c *core.WebContext) (any, *er
 		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
+	clientTimezone, err := c.GetClientTimezone()
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionCreateHandler] cannot get client timezone, because %s", err.Error())
+		return nil, errs.ErrClientTimezoneOffsetInvalid
+	}
+
 	tagIds, err := utils.StringArrayToInt64Array(transactionCreateReq.TagIds)
 
 	if err != nil {
@@ -699,7 +994,7 @@ func (a *TransactionsApi) TransactionCreateHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrTransactionTypeInvalid
 	}
 
-	if transactionCreateReq.Type == models.TRANSACTION_TYPE_MODIFY_BALANCE && transactionCreateReq.CategoryId > 0 {
+	if transactionCreateReq.Type == models.TRANSACTION_TYPE_MODIFY_BALANCE && transactionCreateReq.CategoryId != 0 {
 		log.Warnf(c, "[transactions.TransactionCreateHandler] balance modification transaction cannot set category id")
 		return nil, errs.ErrBalanceModificationTransactionCannotSetCategory
 	}
@@ -729,7 +1024,7 @@ func (a *TransactionsApi) TransactionCreateHandler(c *core.WebContext) (any, *er
 	}
 
 	transaction := a.createNewTransactionModel(uid, &transactionCreateReq, c.ClientIP())
-	transactionEditable := user.CanEditTransactionByTransactionTime(transaction.TransactionTime, transactionCreateReq.UtcOffset)
+	transactionEditable := user.CanEditTransactionByTransactionTime(transaction.TransactionTime, clientTimezone)
 
 	if !transactionEditable {
 		return nil, errs.ErrCannotCreateTransactionWithThisTransactionTime
@@ -802,6 +1097,13 @@ func (a *TransactionsApi) TransactionModifyHandler(c *core.WebContext) (any, *er
 		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
+	clientTimezone, err := c.GetClientTimezone()
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionModifyHandler] cannot get client timezone, because %s", err.Error())
+		return nil, errs.ErrClientTimezoneOffsetInvalid
+	}
+
 	tagIds, err := utils.StringArrayToInt64Array(transactionModifyReq.TagIds)
 
 	if err != nil {
@@ -847,6 +1149,14 @@ func (a *TransactionsApi) TransactionModifyHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrTransactionTypeInvalid
 	}
 
+	if transaction.Type == models.TRANSACTION_DB_TYPE_MODIFY_BALANCE && transactionModifyReq.CategoryId != 0 {
+		log.Warnf(c, "[transactions.TransactionModifyHandler] balance modification transaction cannot set category id")
+		return nil, errs.ErrBalanceModificationTransactionCannotSetCategory
+	} else if transaction.Type != models.TRANSACTION_DB_TYPE_MODIFY_BALANCE && transactionModifyReq.CategoryId == 0 {
+		log.Warnf(c, "[transactions.TransactionModifyHandler] non-balance modification transaction must set category id")
+		return nil, errs.ErrIncompleteOrIncorrectSubmission
+	}
+
 	allTransactionTagIds, err := a.transactionTags.GetAllTagIdsOfTransactions(c, uid, []int64{transaction.TransactionId})
 
 	if err != nil {
@@ -907,8 +1217,8 @@ func (a *TransactionsApi) TransactionModifyHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrNothingWillBeUpdated
 	}
 
-	transactionEditable := user.CanEditTransactionByTransactionTime(transaction.TransactionTime, transaction.TimezoneUtcOffset)
-	newTransactionEditable := user.CanEditTransactionByTransactionTime(newTransaction.TransactionTime, transactionModifyReq.UtcOffset)
+	transactionEditable := user.CanEditTransactionByTransactionTime(transaction.TransactionTime, clientTimezone)
+	newTransactionEditable := user.CanEditTransactionByTransactionTime(newTransaction.TransactionTime, clientTimezone)
 
 	if !transactionEditable || !newTransactionEditable {
 		return nil, errs.ErrCannotModifyTransactionWithThisTransactionTime
@@ -977,6 +1287,63 @@ func (a *TransactionsApi) TransactionModifyHandler(c *core.WebContext) (any, *er
 	return newTransactionResp, nil
 }
 
+// TransactionMoveAllBetweenAccountsHandler moves all transactions from one account to another account for current user
+func (a *TransactionsApi) TransactionMoveAllBetweenAccountsHandler(c *core.WebContext) (any, *errs.Error) {
+	var transactionMoveReq models.TransactionMoveBetweenAccountsRequest
+	err := c.ShouldBindJSON(&transactionMoveReq)
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionMoveAllBetweenAccountsHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	if transactionMoveReq.FromAccountId == transactionMoveReq.ToAccountId {
+		return nil, errs.ErrCannotMoveTransactionToSameAccount
+	}
+
+	uid := c.GetCurrentUid()
+	accountMap, err := a.accounts.GetAccountsByAccountIds(c, uid, []int64{transactionMoveReq.FromAccountId, transactionMoveReq.ToAccountId})
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionMoveAllBetweenAccountsHandler] failed to get accounts for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	fromAccount, exists := accountMap[transactionMoveReq.FromAccountId]
+
+	if !exists {
+		return nil, errs.ErrSourceAccountNotFound
+	}
+
+	toAccount, exists := accountMap[transactionMoveReq.ToAccountId]
+
+	if !exists {
+		return nil, errs.ErrDestinationAccountNotFound
+	}
+
+	if fromAccount.Hidden || toAccount.Hidden {
+		return nil, errs.ErrCannotMoveTransactionFromOrToHiddenAccount
+	}
+
+	if fromAccount.Type == models.ACCOUNT_TYPE_MULTI_SUB_ACCOUNTS || toAccount.Type == models.ACCOUNT_TYPE_MULTI_SUB_ACCOUNTS {
+		return nil, errs.ErrCannotMoveTransactionFromOrToParentAccount
+	}
+
+	if fromAccount.Currency != toAccount.Currency {
+		return nil, errs.ErrCannotMoveTransactionBetweenAccountsWithDifferentCurrencies
+	}
+
+	err = a.transactions.MoveAllTransactionsBetweenAccounts(c, uid, transactionMoveReq.FromAccountId, transactionMoveReq.ToAccountId)
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionMoveAllBetweenAccountsHandler] failed to move all transactions from account \"id:%d\" to account \"id:%d\" for user \"uid:%d\", because %s", transactionMoveReq.FromAccountId, transactionMoveReq.ToAccountId, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[transactions.TransactionMoveAllBetweenAccountsHandler] user \"uid:%d\" has moved all transactions from account \"id:%d\" to account \"id:%d\" successfully", uid, transactionMoveReq.FromAccountId, transactionMoveReq.ToAccountId)
+	return true, nil
+}
+
 // TransactionDeleteHandler deletes an existed transaction by request parameters for current user
 func (a *TransactionsApi) TransactionDeleteHandler(c *core.WebContext) (any, *errs.Error) {
 	var transactionDeleteReq models.TransactionDeleteRequest
@@ -987,10 +1354,10 @@ func (a *TransactionsApi) TransactionDeleteHandler(c *core.WebContext) (any, *er
 		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
-	utcOffset, err := c.GetClientTimezoneOffset()
+	clientTimezone, err := c.GetClientTimezone()
 
 	if err != nil {
-		log.Warnf(c, "[transactions.TransactionDeleteHandler] cannot get client timezone offset, because %s", err.Error())
+		log.Warnf(c, "[transactions.TransactionDeleteHandler] cannot get client timezone, because %s", err.Error())
 		return nil, errs.ErrClientTimezoneOffsetInvalid
 	}
 
@@ -1017,7 +1384,7 @@ func (a *TransactionsApi) TransactionDeleteHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrTransactionTypeInvalid
 	}
 
-	transactionEditable := user.CanEditTransactionByTransactionTime(transaction.TransactionTime, utcOffset)
+	transactionEditable := user.CanEditTransactionByTransactionTime(transaction.TransactionTime, clientTimezone)
 
 	if !transactionEditable {
 		return nil, errs.ErrCannotDeleteTransactionWithThisTransactionTime
@@ -1121,10 +1488,10 @@ func (a *TransactionsApi) TransactionParseImportFileHandler(c *core.WebContext)
 		return nil, errs.ErrParameterInvalid
 	}
 
-	utcOffset, err := c.GetClientTimezoneOffset()
+	clientTimezone, err := c.GetClientTimezone()
 
 	if err != nil {
-		log.Warnf(c, "[transactions.TransactionParseImportFileHandler] cannot get client timezone offset, because %s", err.Error())
+		log.Warnf(c, "[transactions.TransactionParseImportFileHandler] cannot get client timezone, because %s", err.Error())
 		return nil, errs.ErrClientTimezoneOffsetInvalid
 	}
 
@@ -1136,6 +1503,15 @@ func (a *TransactionsApi) TransactionParseImportFileHandler(c *core.WebContext)
 
 	fileType := fileTypes[0]
 
+	textualOptions := form.Value["options"]
+	textualOption := ""
+
+	if len(textualOptions) > 0 {
+		textualOption = textualOptions[0]
+	}
+
+	additionalOptions := converter.ParseImporterOptions(textualOption)
+
 	var dataImporter converter.TransactionDataImporter
 
 	if converters.IsCustomDelimiterSeparatedValuesFileType(fileType) {
@@ -1310,9 +1686,9 @@ func (a *TransactionsApi) TransactionParseImportFileHandler(c *core.WebContext)
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	tagMap := a.transactionTags.GetTagNameMapByList(tags)
+	tagMap := a.transactionTags.GetVisibleTagNameMapByList(tags)
 
-	parsedTransactions, _, _, _, _, _, err := dataImporter.ParseImportedData(c, user, fileData, utcOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+	parsedTransactions, _, _, _, _, _, err := dataImporter.ParseImportedData(c, user, fileData, clientTimezone, additionalOptions, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
 
 	if err != nil {
 		log.Errorf(c, "[transactions.TransactionParseImportFileHandler] failed to parse imported data for user \"uid:%d\", because %s", user.Uid, err.Error())
@@ -1343,6 +1719,13 @@ func (a *TransactionsApi) TransactionImportHandler(c *core.WebContext) (any, *er
 		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
+	clientTimezone, err := c.GetClientTimezone()
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionImportHandler] cannot get client timezone, because %s", err.Error())
+		return nil, errs.ErrClientTimezoneOffsetInvalid
+	}
+
 	uid := c.GetCurrentUid()
 
 	if a.CurrentConfig().EnableDuplicateSubmissionsCheck && transactionImportReq.ClientSessionId != "" {
@@ -1388,7 +1771,7 @@ func (a *TransactionsApi) TransactionImportHandler(c *core.WebContext) (any, *er
 			return nil, errs.ErrTransactionTypeInvalid
 		}
 
-		if transactionCreateReq.Type == models.TRANSACTION_TYPE_MODIFY_BALANCE && transactionCreateReq.CategoryId > 0 {
+		if transactionCreateReq.Type == models.TRANSACTION_TYPE_MODIFY_BALANCE && transactionCreateReq.CategoryId != 0 {
 			log.Warnf(c, "[transactions.TransactionImportHandler] balance modification transaction \"index:%d\" cannot set category id", i)
 			return nil, errs.ErrBalanceModificationTransactionCannotSetCategory
 		}
@@ -1428,7 +1811,7 @@ func (a *TransactionsApi) TransactionImportHandler(c *core.WebContext) (any, *er
 	for i := 0; i < len(transactionImportReq.Transactions); i++ {
 		transactionCreateReq := transactionImportReq.Transactions[i]
 		transaction := a.createNewTransactionModel(uid, transactionCreateReq, c.ClientIP())
-		transactionEditable := user.CanEditTransactionByTransactionTime(transaction.TransactionTime, transactionCreateReq.UtcOffset)
+		transactionEditable := user.CanEditTransactionByTransactionTime(transaction.TransactionTime, clientTimezone)
 
 		if !transactionEditable {
 			return nil, errs.ErrCannotCreateTransactionWithThisTransactionTime
@@ -1545,7 +1928,7 @@ func (a *TransactionsApi) getTransactionTagInfoResponses(tagIds []int64, allTran
 	return allTags
 }
 
-func (a *TransactionsApi) getTransactionResponseListResult(c *core.WebContext, user *models.User, transactions []*models.Transaction, utcOffset int16, withPictures bool, trimAccount bool, trimCategory bool, trimTag bool) (models.TransactionInfoResponseSlice, error) {
+func (a *TransactionsApi) getTransactionResponseListResult(c *core.WebContext, user *models.User, transactions []*models.Transaction, clientTimezone *time.Location, withPictures bool, trimAccount bool, trimCategory bool, trimTag bool) (models.TransactionInfoResponseSlice, error) {
 	uid := user.Uid
 	transactionIds := make([]int64, len(transactions))
 	accountIds := make([]int64, 0, len(transactions)*2)
@@ -1624,7 +2007,7 @@ func (a *TransactionsApi) getTransactionResponseListResult(c *core.WebContext, u
 			transaction = a.transactions.GetRelatedTransferTransaction(transaction)
 		}
 
-		transactionEditable := transaction.IsEditable(user, utcOffset, allAccounts[transaction.AccountId], allAccounts[transaction.RelatedAccountId])
+		transactionEditable := transaction.IsEditable(user, clientTimezone, allAccounts[transaction.AccountId], allAccounts[transaction.RelatedAccountId])
 		transactionTagIds := allTransactionTagIds[transaction.TransactionId]
 		result[i] = transaction.ToTransactionInfoResponse(transactionTagIds, transactionEditable)
 

pkg/api/twofactor_authorizations.go

@@ -85,7 +85,7 @@ func (a *TwoFactorAuthorizationsApi) TwoFactorEnableRequestHandler(c *core.WebCo
 		return nil, errs.ErrNotPermittedToPerformThisAction
 	}
 
-	key, err := a.twoFactorAuthorizations.GenerateTwoFactorSecret(c, user)
+	key, err := a.twoFactorAuthorizations.GenerateTwoFactorSecret(c, user, c.GetClientLocale())
 
 	if err != nil {
 		log.Errorf(c, "[twofactor_authorizations.TwoFactorEnableRequestHandler] failed to generate two-factor secret, because %s", err.Error())
@@ -205,6 +205,7 @@ func (a *TwoFactorAuthorizationsApi) TwoFactorEnableConfirmHandler(c *core.WebCo
 
 	c.SetTextualToken(token)
 	c.SetTokenClaims(claims)
+	c.SetTokenContext("")
 
 	log.Infof(c, "[twofactor_authorizations.TwoFactorEnableConfirmHandler] user \"uid:%d\" token refreshed, new token will be expired at %d", user.Uid, claims.ExpiresAt)
 

pkg/api/user_app_cloud_settings.go

@@ -2,6 +2,7 @@ package api
 
 import (
 	"encoding/json"
+	"time"
 
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
@@ -74,115 +75,129 @@ func (a *UserApplicationCloudSettingsApi) ApplicationSettingsUpdateHandler(c *co
 		return false, errs.ErrNotPermittedToPerformThisAction
 	}
 
-	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, uid)
+	var userApplicationCloudSettings *models.UserApplicationCloudSetting
 
-	if err != nil {
-		log.Errorf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] failed to get latest user application cloud settings for user \"uid:%d\", because %s", uid, err.Error())
-		return false, errs.Or(err, errs.ErrOperationFailed)
-	}
+	// Retry up to 3 times
+	for i := 0; i < 3; i++ {
+		userApplicationCloudSettings, err = a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, uid)
 
-	oldApplicationCloudSettingsMap := make(map[string]models.ApplicationCloudSetting)
-
-	if userApplicationCloudSettings != nil {
-		for _, setting := range userApplicationCloudSettings.Settings {
-			oldApplicationCloudSettingsMap[setting.SettingKey] = setting
+		if err != nil {
+			log.Errorf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] failed to get latest user application cloud settings for user \"uid:%d\" (try count %d), because %s", uid, i+1, err.Error())
+			return false, errs.Or(err, errs.ErrOperationFailed)
 		}
-	}
 
-	// Check if the full update settings are the same as the existing settings
-	if userAppCloudSettingUpdateReq.FullUpdate {
-		if len(userAppCloudSettingUpdateReq.Settings) == len(oldApplicationCloudSettingsMap) {
-			needUpdate := false
+		oldApplicationCloudSettingsMap := make(map[string]models.ApplicationCloudSetting)
+		lastUpdateTime := int64(0)
+
+		if userApplicationCloudSettings != nil {
+			for _, setting := range userApplicationCloudSettings.Settings {
+				oldApplicationCloudSettingsMap[setting.SettingKey] = setting
+			}
+
+			lastUpdateTime = userApplicationCloudSettings.UpdatedUnixTime
+		}
+
+		// Check if the full update settings are the same as the existing settings
+		if userAppCloudSettingUpdateReq.FullUpdate {
+			if len(userAppCloudSettingUpdateReq.Settings) == len(oldApplicationCloudSettingsMap) {
+				needUpdate := false
+
+				for _, setting := range userAppCloudSettingUpdateReq.Settings {
+					oldSetting, exists := oldApplicationCloudSettingsMap[setting.SettingKey]
+
+					if !exists || oldSetting.SettingValue != setting.SettingValue {
+						needUpdate = true
+						break
+					}
+				}
+
+				if !needUpdate {
+					return false, errs.ErrNothingWillBeUpdated
+				}
+			}
+		} else { // Check if the partial update settings are the same as the existing settings or the settings to update are not set to sync
+			needUpdate := true
 
 			for _, setting := range userAppCloudSettingUpdateReq.Settings {
-				oldSetting, exists := oldApplicationCloudSettingsMap[setting.SettingKey]
+				cloudSetting, exists := oldApplicationCloudSettingsMap[setting.SettingKey]
 
-				if !exists || oldSetting.SettingValue != setting.SettingValue {
-					needUpdate = true
-					break
+				if !exists {
+					needUpdate = false
+					log.Infof(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" is not set to sync (try count %d)", setting.SettingKey, i+1)
+				} else if cloudSetting.SettingValue == setting.SettingValue {
+					needUpdate = false
+					log.Infof(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" value \"%s\" is not changed, no need to update (try count %d)", setting.SettingKey, setting.SettingValue, i+1)
 				}
 			}
 
 			if !needUpdate {
-				return false, errs.ErrNothingWillBeUpdated
+				log.Infof(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] no user application cloud settings need to update for user \"uid:%d\" (try count %d)", uid, i+1)
+				return true, nil
+			}
+		}
+
+		newApplicationCloudSettingsMap := make(map[string]models.ApplicationCloudSetting)
+		var newApplicationCloudSettingSlice models.ApplicationCloudSettingSlice
+
+		if userAppCloudSettingUpdateReq.FullUpdate {
+			log.Infof(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user \"uid:%d\" application cloud settings force update, will overwrite all existing settings (try count %d)", uid, i+1)
+		} else {
+			if len(oldApplicationCloudSettingsMap) > 0 {
+				log.Infof(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user \"uid:%d\" application cloud settings exists, try to merge it with request settings (try count %d)", uid, i+1)
+				newApplicationCloudSettingsMap = oldApplicationCloudSettingsMap
 			}
 		}
-	} else { // Check if the partial update settings are the same as the existing settings or the settings to update are not set to sync
-		needUpdate := true
 
 		for _, setting := range userAppCloudSettingUpdateReq.Settings {
-			cloudSetting, exists := oldApplicationCloudSettingsMap[setting.SettingKey]
+			newApplicationCloudSettingsMap[setting.SettingKey] = setting
+		}
+
+		for settingKey, setting := range newApplicationCloudSettingsMap {
+			settingType, exists := models.ALL_ALLOWED_CLOUD_SYNC_APP_SETTING_KEY_TYPES[settingKey]
 
 			if !exists {
-				needUpdate = false
-				log.Infof(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" is not set to sync", setting.SettingKey)
-			} else if cloudSetting.SettingValue == setting.SettingValue {
-				needUpdate = false
-				log.Infof(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" value \"%s\" is not changed, no need to update", setting.SettingKey, setting.SettingValue)
-			}
-		}
-
-		if !needUpdate {
-			log.Infof(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] no user application cloud settings need to update for user \"uid:%d\"", uid)
-			return false, nil
-		}
-	}
-
-	newApplicationCloudSettingsMap := make(map[string]models.ApplicationCloudSetting)
-	var newApplicationCloudSettingSlice models.ApplicationCloudSettingSlice
-
-	if userAppCloudSettingUpdateReq.FullUpdate {
-		log.Infof(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user \"uid:%d\" application cloud settings force update, will overwrite all existing settings", uid)
-	} else {
-		if len(oldApplicationCloudSettingsMap) > 0 {
-			log.Infof(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user \"uid:%d\" application cloud settings exists, try to merge it with request settings", uid)
-			newApplicationCloudSettingsMap = oldApplicationCloudSettingsMap
-		}
-	}
-
-	for _, setting := range userAppCloudSettingUpdateReq.Settings {
-		newApplicationCloudSettingsMap[setting.SettingKey] = setting
-	}
-
-	for settingKey, setting := range newApplicationCloudSettingsMap {
-		settingType, exists := models.ALL_ALLOWED_CLOUD_SYNC_APP_SETTING_KEY_TYPES[settingKey]
-
-		if !exists {
-			log.Warnf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" is not supported to sync", settingKey)
-			continue
-		}
-
-		if settingType == models.USER_APPLICATION_CLOUD_SETTING_TYPE_STRING {
-			// Do Nothing
-		} else if settingType == models.USER_APPLICATION_CLOUD_SETTING_TYPE_NUMBER {
-			_, err := utils.StringToFloat64(setting.SettingValue)
-
-			if err != nil {
-				log.Warnf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" has invalid number value \"%s\"", settingKey, setting.SettingValue)
+				log.Warnf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" is not supported to sync (try count %d)", settingKey, i+1)
 				continue
 			}
-		} else if settingType == models.USER_APPLICATION_CLOUD_SETTING_TYPE_BOOLEAN {
-			if setting.SettingValue != "true" && setting.SettingValue != "false" {
-				log.Warnf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" has invalid boolean value \"%s\"", settingKey, setting.SettingValue)
-				continue
-			}
-		} else if settingType == models.USER_APPLICATION_CLOUD_SETTING_TYPE_STRING_BOOLEAN_MAP {
-			var settingValueMap map[string]bool
-			err := json.Unmarshal([]byte(setting.SettingValue), &settingValueMap)
 
-			if err != nil {
-				log.Warnf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" has invalid map value \"%s\", because %s", settingKey, setting.SettingValue, err.Error())
+			if settingType == models.USER_APPLICATION_CLOUD_SETTING_TYPE_STRING {
+				// Do Nothing
+			} else if settingType == models.USER_APPLICATION_CLOUD_SETTING_TYPE_NUMBER {
+				_, err := utils.StringToFloat64(setting.SettingValue)
+
+				if err != nil {
+					log.Warnf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" has invalid number value \"%s\" (try count %d)", settingKey, setting.SettingValue, i+1)
+					continue
+				}
+			} else if settingType == models.USER_APPLICATION_CLOUD_SETTING_TYPE_BOOLEAN {
+				if setting.SettingValue != "true" && setting.SettingValue != "false" {
+					log.Warnf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" has invalid boolean value \"%s\" (try count %d)", settingKey, setting.SettingValue, i+1)
+					continue
+				}
+			} else if settingType == models.USER_APPLICATION_CLOUD_SETTING_TYPE_STRING_BOOLEAN_MAP {
+				var settingValueMap map[string]bool
+				err := json.Unmarshal([]byte(setting.SettingValue), &settingValueMap)
+
+				if err != nil {
+					log.Warnf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" has invalid map value \"%s\" (try count %d), because %s", settingKey, setting.SettingValue, i+1, err.Error())
+					continue
+				}
+			} else {
+				log.Warnf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" has unknown type \"%s\" (try count %d)", settingKey, settingType, i+1)
 				continue
 			}
-		} else {
-			log.Warnf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" has unknown type \"%s\"", settingKey, settingType)
-			continue
+
+			newApplicationCloudSettingSlice = append(newApplicationCloudSettingSlice, setting)
 		}
 
-		newApplicationCloudSettingSlice = append(newApplicationCloudSettingSlice, setting)
-	}
+		err = a.userAppCloudSettings.UpdateUserApplicationCloudSettings(c, uid, newApplicationCloudSettingSlice, userAppCloudSettingUpdateReq.FullUpdate, lastUpdateTime)
 
-	err = a.userAppCloudSettings.UpdateUserApplicationCloudSettings(c, uid, newApplicationCloudSettingSlice)
+		if err == nil {
+			break
+		}
+
+		time.Sleep(100 * time.Millisecond) // Wait for 100 milliseconds before retrying
+	}
 
 	if err != nil {
 		log.Errorf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] failed to update user application cloud settings for user \"uid:%d\", because %s", uid, err.Error())

pkg/api/user_external_auths.go

@@ -0,0 +1,108 @@
+package api
+
+import (
+	"sort"
+
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/services"
+)
+
+// UserExternalAuthsApi represents user external auth api
+type UserExternalAuthsApi struct {
+	users             *services.UserService
+	userExternalAuths *services.UserExternalAuthService
+}
+
+// Initialize a user external auth api singleton instance
+var (
+	UserExternalAuths = &UserExternalAuthsApi{
+		users:             services.Users,
+		userExternalAuths: services.UserExternalAuths,
+	}
+)
+
+// ExternalAuthListHanlder returns external authentications list of current user
+func (a *UserExternalAuthsApi) ExternalAuthListHanlder(c *core.WebContext) (any, *errs.Error) {
+	uid := c.GetCurrentUid()
+	userExternalAuths, err := a.userExternalAuths.GetUserAllExternalAuthsByUid(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[user_external_auths.ExternalAuthListHanlder] failed to get all external authentications for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	userExternalAuthResps := make(models.UserExternalAuthInfoResponsesSlice, 0, len(userExternalAuths)+1)
+	currentExternalAuthType := oauth2.GetExternalUserAuthType()
+	hasCurrentExternalAuth := false
+
+	for i := 0; i < len(userExternalAuths); i++ {
+		userExternalAuth := userExternalAuths[i]
+
+		if userExternalAuth.ExternalAuthType == currentExternalAuthType {
+			hasCurrentExternalAuth = true
+		}
+
+		userExternalAuthResps = append(userExternalAuthResps, userExternalAuth.ToUserExternalAuthInfoResponse())
+	}
+
+	if !hasCurrentExternalAuth {
+		userExternalAuthResps = append(userExternalAuthResps, &models.UserExternalAuthInfoResponse{
+			ExternalAuthCategory: currentExternalAuthType.GetCategory(),
+			ExternalAuthType:     currentExternalAuthType,
+			Linked:               false,
+		})
+	}
+
+	sort.Sort(userExternalAuthResps)
+
+	return userExternalAuthResps, nil
+}
+
+// UnlinkExternalAuthHandler unlinks external authentication for current user
+func (a *UserExternalAuthsApi) UnlinkExternalAuthHandler(c *core.WebContext) (any, *errs.Error) {
+	var externalAuthLinkReq models.UserExternalAuthUnlinkRequest
+	err := c.ShouldBindJSON(&externalAuthLinkReq)
+
+	if err != nil {
+		log.Warnf(c, "[user_external_auths.UnlinkExternalAuthHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		if !errs.IsCustomError(err) {
+			log.Warnf(c, "[user_external_auths.UnlinkExternalAuthHandler] failed to get user for user \"uid:%d\", because %s", uid, err.Error())
+		}
+
+		return nil, errs.ErrUserNotFound
+	}
+
+	if !a.users.IsPasswordEqualsUserPassword(externalAuthLinkReq.Password, user) {
+		return nil, errs.ErrUserPasswordWrong
+	}
+
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_UNLINK_THIRD_PARTY_LOGIN) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	externalAuthType := core.UserExternalAuthType(externalAuthLinkReq.ExternalAuthType)
+
+	if !externalAuthType.IsValid() {
+		return nil, errs.ErrUserExternalAuthNotFound
+	}
+
+	err = a.userExternalAuths.DeleteUserExternalAuth(c, uid, externalAuthType)
+
+	if err != nil {
+		log.Errorf(c, "[user_external_auths.UnlinkExternalAuthHandler] failed to unlink external authentication \"%s\" for user \"uid:%d\", because %s", externalAuthLinkReq.ExternalAuthType, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	return true, nil
+}

pkg/api/users.go

@@ -83,7 +83,7 @@ func (a *UsersApi) UserRegisterHandler(c *core.WebContext) (any, *errs.Error) {
 		FeatureRestriction:   a.CurrentConfig().DefaultFeatureRestrictions,
 	}
 
-	err = a.users.CreateUser(c, user)
+	err = a.users.CreateUser(c, user, false)
 
 	if err != nil {
 		log.Errorf(c, "[users.UserRegisterHandler] failed to create user \"%s\", because %s", user.Username, err.Error())
@@ -142,8 +142,9 @@ func (a *UsersApi) UserRegisterHandler(c *core.WebContext) (any, *errs.Error) {
 	authResp.Token = token
 	c.SetTextualToken(token)
 	c.SetTokenClaims(claims)
+	c.SetTokenContext("")
 
-	log.Infof(c, "[users.UserRegisterHandler] user \"uid:%d\" has logined, token will be expired at %d", user.Uid, claims.ExpiresAt)
+	log.Infof(c, "[users.UserRegisterHandler] user \"uid:%d\" has logged in, token will be expired at %d", user.Uid, claims.ExpiresAt)
 
 	return authResp, nil
 }
@@ -205,6 +206,7 @@ func (a *UsersApi) UserEmailVerifyHandler(c *core.WebContext) (any, *errs.Error)
 
 		c.SetTextualToken(token)
 		c.SetTokenClaims(claims)
+		c.SetTokenContext("")
 
 		log.Infof(c, "[users.UserEmailVerifyHandler] user \"uid:%d\" token created, new token will be expired at %d", user.Uid, claims.ExpiresAt)
 	}
@@ -275,7 +277,7 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 			return nil, errs.ErrNotPermittedToPerformThisAction
 		}
 
-		if !a.users.IsPasswordEqualsUserPassword(userUpdateReq.OldPassword, user) {
+		if user.Password != "" && !a.users.IsPasswordEqualsUserPassword(userUpdateReq.OldPassword, user) {
 			return nil, errs.ErrUserPasswordWrong
 		}
 
@@ -359,6 +361,24 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 		userNew.FiscalYearStart = core.FISCAL_YEAR_START_INVALID
 	}
 
+	if userUpdateReq.CalendarDisplayType != nil && *userUpdateReq.CalendarDisplayType != user.CalendarDisplayType {
+		user.CalendarDisplayType = *userUpdateReq.CalendarDisplayType
+		userNew.CalendarDisplayType = *userUpdateReq.CalendarDisplayType
+		modifyProfileBasicInfo = true
+		anythingUpdate = true
+	} else {
+		userNew.CalendarDisplayType = core.CALENDAR_DISPLAY_TYPE_INVALID
+	}
+
+	if userUpdateReq.DateDisplayType != nil && *userUpdateReq.DateDisplayType != user.DateDisplayType {
+		user.DateDisplayType = *userUpdateReq.DateDisplayType
+		userNew.DateDisplayType = *userUpdateReq.DateDisplayType
+		modifyProfileBasicInfo = true
+		anythingUpdate = true
+	} else {
+		userNew.DateDisplayType = core.DATE_DISPLAY_TYPE_INVALID
+	}
+
 	if userUpdateReq.LongDateFormat != nil && *userUpdateReq.LongDateFormat != user.LongDateFormat {
 		user.LongDateFormat = *userUpdateReq.LongDateFormat
 		userNew.LongDateFormat = *userUpdateReq.LongDateFormat
@@ -404,6 +424,24 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 		userNew.FiscalYearFormat = core.FISCAL_YEAR_FORMAT_INVALID
 	}
 
+	if userUpdateReq.CurrencyDisplayType != nil && *userUpdateReq.CurrencyDisplayType != user.CurrencyDisplayType {
+		user.CurrencyDisplayType = *userUpdateReq.CurrencyDisplayType
+		userNew.CurrencyDisplayType = *userUpdateReq.CurrencyDisplayType
+		modifyProfileBasicInfo = true
+		anythingUpdate = true
+	} else {
+		userNew.CurrencyDisplayType = core.CURRENCY_DISPLAY_TYPE_INVALID
+	}
+
+	if userUpdateReq.NumeralSystem != nil && *userUpdateReq.NumeralSystem != user.NumeralSystem {
+		user.NumeralSystem = *userUpdateReq.NumeralSystem
+		userNew.NumeralSystem = *userUpdateReq.NumeralSystem
+		modifyProfileBasicInfo = true
+		anythingUpdate = true
+	} else {
+		userNew.NumeralSystem = core.NUMERAL_SYSTEM_INVALID
+	}
+
 	if userUpdateReq.DecimalSeparator != nil && *userUpdateReq.DecimalSeparator != user.DecimalSeparator {
 		user.DecimalSeparator = *userUpdateReq.DecimalSeparator
 		userNew.DecimalSeparator = *userUpdateReq.DecimalSeparator
@@ -431,15 +469,6 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 		userNew.DigitGrouping = core.DIGIT_GROUPING_TYPE_INVALID
 	}
 
-	if userUpdateReq.CurrencyDisplayType != nil && *userUpdateReq.CurrencyDisplayType != user.CurrencyDisplayType {
-		user.CurrencyDisplayType = *userUpdateReq.CurrencyDisplayType
-		userNew.CurrencyDisplayType = *userUpdateReq.CurrencyDisplayType
-		modifyProfileBasicInfo = true
-		anythingUpdate = true
-	} else {
-		userNew.CurrencyDisplayType = core.CURRENCY_DISPLAY_TYPE_INVALID
-	}
-
 	if userUpdateReq.CoordinateDisplayType != nil && *userUpdateReq.CoordinateDisplayType != user.CoordinateDisplayType {
 		user.CoordinateDisplayType = *userUpdateReq.CoordinateDisplayType
 		userNew.CoordinateDisplayType = *userUpdateReq.CoordinateDisplayType
@@ -561,6 +590,7 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 		resp.NewToken = token
 		c.SetTextualToken(token)
 		c.SetTokenClaims(claims)
+		c.SetTokenContext("")
 
 		log.Infof(c, "[users.UserUpdateProfileHandler] user \"uid:%d\" token refreshed, new token will be expired at %d", user.Uid, claims.ExpiresAt)
 

pkg/auth/oauth2/data/oauth2_user_info.go

@@ -0,0 +1,13 @@
+package data
+
+import "github.com/mayswind/ezbookkeeping/pkg/core"
+
+// OAuth2UserInfo represents the user info retrieved from OAuth 2.0 provider
+type OAuth2UserInfo struct {
+	UserName       string
+	Email          string
+	NickName       string
+	LanguageCode   string
+	CurrencyCode   string
+	FirstDayOfWeek core.WeekDay
+}

pkg/auth/oauth2/oauth2_authentication.go

@@ -0,0 +1,122 @@
+package oauth2
+
+import (
+	"net/http"
+
+	"golang.org/x/oauth2"
+
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/data"
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/provider"
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/provider/gitea"
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/provider/github"
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/provider/nextcloud"
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/provider/oidc"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/httpclient"
+	"github.com/mayswind/ezbookkeeping/pkg/settings"
+)
+
+// OAuth2Container contains the current OAuth 2.0 authentication provider
+type OAuth2Container struct {
+	current              provider.OAuth2Provider
+	usePKCE              bool
+	oauth2HttpClient     *http.Client
+	externalUserAuthType core.UserExternalAuthType
+}
+
+// Initialize a OAuth 2.0 container singleton instance
+var (
+	Container = &OAuth2Container{}
+)
+
+// InitializeOAuth2Provider initializes the current OAuth 2.0 provider according to the config
+func InitializeOAuth2Provider(config *settings.Config) error {
+	if !config.EnableOAuth2Login {
+		return nil
+	}
+
+	if config.OAuth2ClientID == "" || config.OAuth2ClientSecret == "" || config.OAuth2UserIdentifier == "" || config.OAuth2Provider == "" {
+		return errs.ErrInvalidOAuth2Config
+	}
+
+	var err error
+	var oauth2Provider provider.OAuth2Provider
+	var externalUserAuthType core.UserExternalAuthType
+	redirectUrl := config.RootUrl + "oauth2/callback"
+
+	if config.OAuth2Provider == settings.OAuth2ProviderOIDC {
+		oauth2Provider, err = oidc.NewOIDCProvider(config, redirectUrl)
+		externalUserAuthType = core.USER_EXTERNAL_AUTH_TYPE_OAUTH2_OIDC
+	} else if config.OAuth2Provider == settings.OAuth2ProviderNextcloud {
+		oauth2Provider, err = nextcloud.NewNextcloudOAuth2Provider(config, redirectUrl)
+		externalUserAuthType = core.USER_EXTERNAL_AUTH_TYPE_OAUTH2_NEXTCLOUD
+	} else if config.OAuth2Provider == settings.OAuth2ProviderGitea {
+		oauth2Provider, err = gitea.NewGiteaOAuth2Provider(config, redirectUrl)
+		externalUserAuthType = core.USER_EXTERNAL_AUTH_TYPE_OAUTH2_GITEA
+	} else if config.OAuth2Provider == settings.OAuth2ProviderGithub {
+		oauth2Provider, err = github.NewGithubOAuth2Provider(config, redirectUrl)
+		externalUserAuthType = core.USER_EXTERNAL_AUTH_TYPE_OAUTH2_GITHUB
+	} else {
+		return errs.ErrInvalidOAuth2Provider
+	}
+
+	if err != nil {
+		return err
+	}
+
+	Container.current = oauth2Provider
+	Container.usePKCE = config.OAuth2UsePKCE
+	Container.oauth2HttpClient = httpclient.NewHttpClient(config.OAuth2RequestTimeout, config.OAuth2Proxy, config.OAuth2SkipTLSVerify, settings.GetUserAgent(), config.EnableDebugLog)
+	Container.externalUserAuthType = externalUserAuthType
+
+	return nil
+}
+
+// GetOAuth2AuthUrl returns the OAuth 2.0 authentication url
+func GetOAuth2AuthUrl(c core.Context, state string, verifier string) (string, error) {
+	if Container.current == nil {
+		return "", errs.ErrOAuth2NotEnabled
+	}
+
+	var opts []oauth2.AuthCodeOption
+
+	if Container.usePKCE {
+		opts = append(opts, oauth2.S256ChallengeOption(verifier))
+	}
+
+	return Container.current.GetOAuth2AuthUrl(wrapOAuth2Context(c, Container.oauth2HttpClient), state, opts...)
+}
+
+// GetOAuth2Token exchanges the authorization code for an OAuth 2.0 token
+func GetOAuth2Token(c core.Context, code string, verifier string) (*oauth2.Token, error) {
+	if Container.current == nil || Container.oauth2HttpClient == nil {
+		return nil, errs.ErrOAuth2NotEnabled
+	}
+
+	var opts []oauth2.AuthCodeOption
+
+	if Container.usePKCE {
+		opts = append(opts, oauth2.VerifierOption(verifier))
+	}
+
+	return Container.current.GetOAuth2Token(wrapOAuth2Context(c, Container.oauth2HttpClient), code, opts...)
+}
+
+// GetOAuth2UserInfo retrieves the OAuth 2.0 user info using the provided OAuth 2.0 token
+func GetOAuth2UserInfo(c core.Context, token *oauth2.Token) (*data.OAuth2UserInfo, error) {
+	if Container.current == nil || Container.oauth2HttpClient == nil {
+		return nil, errs.ErrOAuth2NotEnabled
+	}
+
+	if token == nil {
+		return nil, errs.ErrInvalidOAuth2Token
+	}
+
+	return Container.current.GetUserInfo(wrapOAuth2Context(c, Container.oauth2HttpClient), token)
+}
+
+// GetExternalUserAuthType returns the external user auth type of the current OAuth 2.0 provider
+func GetExternalUserAuthType() core.UserExternalAuthType {
+	return Container.externalUserAuthType
+}

pkg/auth/oauth2/oauth2_context.go

@@ -0,0 +1,31 @@
+package oauth2
+
+import (
+	"net/http"
+
+	"golang.org/x/oauth2"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+)
+
+// OAuth2Context represents the context for OAuth 2.0 operations
+type OAuth2Context struct {
+	core.Context
+	httpClient *http.Client
+}
+
+// Value returns the value associated with key
+func (c *OAuth2Context) Value(key any) any {
+	if key == oauth2.HTTPClient {
+		return c.httpClient
+	}
+
+	return c.Context.Value(key)
+}
+
+func wrapOAuth2Context(ctx core.Context, httpClient *http.Client) core.Context {
+	return &OAuth2Context{
+		Context:    ctx,
+		httpClient: httpClient,
+	}
+}

pkg/auth/oauth2/provider/common/common_oauth2_provider.go

@@ -0,0 +1,108 @@
+package common
+
+import (
+	"io"
+	"net/http"
+
+	"golang.org/x/oauth2"
+
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/data"
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/provider"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/httpclient"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/settings"
+)
+
+// CommonOAuth2Provider represents common OAuth 2.0 provider
+type CommonOAuth2Provider struct {
+	provider.OAuth2Provider
+	oauth2Config *oauth2.Config
+	dataSource   CommonOAuth2DataSource
+}
+
+// CommonOAuth2DataSource defines the structure of OAuth 2.0 data source
+type CommonOAuth2DataSource interface {
+	// GetAuthUrl returns the authentication url of the data source
+	GetAuthUrl() string
+
+	// GetTokenUrl returns the token url of the data source
+	GetTokenUrl() string
+
+	// GetUserInfoRequest returns the user info request of the data source
+	GetUserInfoRequest() (*http.Request, error)
+
+	// GetScopes returns the scopes required by the data source
+	GetScopes() []string
+
+	// ParseUserInfo returns the user info by parsing the response body
+	ParseUserInfo(c core.Context, body []byte) (*data.OAuth2UserInfo, error)
+}
+
+// GetOAuth2AuthUrl returns the authentication url of the common OAuth 2.0 provider
+func (p *CommonOAuth2Provider) GetOAuth2AuthUrl(c core.Context, state string, opts ...oauth2.AuthCodeOption) (string, error) {
+	return p.oauth2Config.AuthCodeURL(state, opts...), nil
+}
+
+// GetOAuth2Token returns the OAuth 2.0 token of the common OAuth 2.0 provider
+func (p *CommonOAuth2Provider) GetOAuth2Token(c core.Context, code string, opts ...oauth2.AuthCodeOption) (*oauth2.Token, error) {
+	return p.oauth2Config.Exchange(c, code, opts...)
+}
+
+// GetUserInfo returns the user info by the common OAuth 2.0 provider
+func (p *CommonOAuth2Provider) GetUserInfo(c core.Context, oauth2Token *oauth2.Token) (*data.OAuth2UserInfo, error) {
+	req, err := p.dataSource.GetUserInfoRequest()
+
+	if err != nil {
+		log.Errorf(c, "[common_oauth2_provider.GetUserInfo] failed to get user info request, because %s", err.Error())
+		return nil, errs.ErrFailedToRequestRemoteApi
+	}
+
+	oauth2Client := oauth2.NewClient(c, oauth2.StaticTokenSource(oauth2Token))
+
+	req = req.WithContext(httpclient.CustomHttpResponseLog(c, func(data []byte) {
+		log.Debugf(c, "[common_oauth2_provider.GetUserInfo] response is %s", data)
+	}))
+
+	resp, err := oauth2Client.Do(req)
+
+	if err != nil {
+		log.Errorf(c, "[common_oauth2_provider.GetUserInfo] failed to get user info response, because %s", err.Error())
+		return nil, errs.ErrFailedToRequestRemoteApi
+	}
+
+	defer resp.Body.Close()
+	body, err := io.ReadAll(resp.Body)
+
+	if resp.StatusCode != 200 {
+		log.Errorf(c, "[common_oauth2_provider.GetUserInfo] failed to get user info response, because response code is %d", resp.StatusCode)
+		return nil, errs.ErrFailedToRequestRemoteApi
+	}
+
+	return p.dataSource.ParseUserInfo(c, body)
+}
+
+// GetDataSource returns the data source of the common OAuth 2.0 provider
+func (p *CommonOAuth2Provider) GetDataSource() CommonOAuth2DataSource {
+	return p.dataSource
+}
+
+// NewCommonOAuth2Provider returns a new common OAuth 2.0 provider
+func NewCommonOAuth2Provider(config *settings.Config, redirectUrl string, dataSource CommonOAuth2DataSource) *CommonOAuth2Provider {
+	oauth2Config := &oauth2.Config{
+		ClientID:     config.OAuth2ClientID,
+		ClientSecret: config.OAuth2ClientSecret,
+		Endpoint: oauth2.Endpoint{
+			AuthURL:  dataSource.GetAuthUrl(),
+			TokenURL: dataSource.GetTokenUrl(),
+		},
+		RedirectURL: redirectUrl,
+		Scopes:      dataSource.GetScopes(),
+	}
+
+	return &CommonOAuth2Provider{
+		oauth2Config: oauth2Config,
+		dataSource:   dataSource,
+	}
+}

pkg/auth/oauth2/provider/gitea/gitea_oauth2_datasource.go

@@ -0,0 +1,95 @@
+package gitea
+
+import (
+	"encoding/json"
+	"net/http"
+
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/data"
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/provider"
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/provider/common"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/settings"
+)
+
+type giteaUserInfoResponse struct {
+	Login    string `json:"login"`
+	FullName string `json:"full_name"`
+	Email    string `json:"email"`
+}
+
+// GiteaOAuth2DataSource represents Gitea OAuth 2.0 data source
+type GiteaOAuth2DataSource struct {
+	common.CommonOAuth2DataSource
+	baseUrl string
+}
+
+// GetAuthUrl returns the authentication url of the Gitea data source
+func (s *GiteaOAuth2DataSource) GetAuthUrl() string {
+	// Reference: https://docs.gitea.com/development/oauth2-provider
+	return s.baseUrl + "login/oauth/authorize"
+}
+
+// GetTokenUrl returns the token url of the Gitea data source
+func (s *GiteaOAuth2DataSource) GetTokenUrl() string {
+	// Reference: https://docs.gitea.com/development/oauth2-provider
+	return s.baseUrl + "login/oauth/access_token"
+}
+
+// GetUserInfoRequest returns the user info request of the Gitea data source
+func (s *GiteaOAuth2DataSource) GetUserInfoRequest() (*http.Request, error) {
+	// Reference: https://gitea.com/api/swagger#/user/userGetCurrent
+	req, err := http.NewRequest("GET", s.baseUrl+"api/v1/user", nil)
+
+	if err != nil {
+		return nil, err
+	}
+
+	req.Header.Set("Accept", "application/json")
+	return req, nil
+}
+
+// GetScopes returns the scopes required by the Gitea provider
+func (s *GiteaOAuth2DataSource) GetScopes() []string {
+	return []string{"read:user"}
+}
+
+// ParseUserInfo returns the user info by parsing the response body
+func (s *GiteaOAuth2DataSource) ParseUserInfo(c core.Context, body []byte) (*data.OAuth2UserInfo, error) {
+	userInfoResp := &giteaUserInfoResponse{}
+	err := json.Unmarshal(body, &userInfoResp)
+
+	if err != nil {
+		log.Warnf(c, "[gitea_oauth2_datasource.ParseUserInfo] failed to parse user profile response body, because %s", err.Error())
+		return nil, errs.ErrCannotRetrieveUserInfo
+	}
+
+	if userInfoResp.Login == "" {
+		log.Warnf(c, "[gitea_oauth2_datasource.ParseUserInfo] invalid user profile response body")
+		return nil, errs.ErrCannotRetrieveUserInfo
+	}
+
+	return &data.OAuth2UserInfo{
+		UserName: userInfoResp.Login,
+		Email:    userInfoResp.Email,
+		NickName: userInfoResp.FullName,
+	}, nil
+}
+
+// NewGiteaOAuth2Provider creates a new Gitea OAuth 2.0 provider instance
+func NewGiteaOAuth2Provider(config *settings.Config, redirectUrl string) (provider.OAuth2Provider, error) {
+	if len(config.OAuth2GiteaBaseUrl) < 1 {
+		return nil, errs.ErrInvalidOAuth2Config
+	}
+
+	baseUrl := config.OAuth2GiteaBaseUrl
+
+	if baseUrl[len(baseUrl)-1] != '/' {
+		baseUrl += "/"
+	}
+
+	return common.NewCommonOAuth2Provider(config, redirectUrl, &GiteaOAuth2DataSource{
+		baseUrl: baseUrl,
+	}), nil
+}

pkg/auth/oauth2/provider/gitea/gitea_oauth2_datasource_test.go

@@ -0,0 +1,71 @@
+package gitea
+
+import (
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/provider/common"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/settings"
+)
+
+func TestNewGiteaOAuth2Provider(t *testing.T) {
+	provider, err := NewGiteaOAuth2Provider(&settings.Config{
+		OAuth2GiteaBaseUrl: "https://example.com/",
+	}, "")
+	assert.Nil(t, err)
+	assert.Equal(t, "https://example.com/login/oauth/authorize", provider.(*common.CommonOAuth2Provider).GetDataSource().GetAuthUrl())
+	assert.Equal(t, "https://example.com/login/oauth/access_token", provider.(*common.CommonOAuth2Provider).GetDataSource().GetTokenUrl())
+
+	provider, err = NewGiteaOAuth2Provider(&settings.Config{
+		OAuth2GiteaBaseUrl: "https://example.com",
+	}, "")
+	assert.Nil(t, err)
+	assert.Equal(t, "https://example.com/login/oauth/authorize", provider.(*common.CommonOAuth2Provider).GetDataSource().GetAuthUrl())
+	assert.Equal(t, "https://example.com/login/oauth/access_token", provider.(*common.CommonOAuth2Provider).GetDataSource().GetTokenUrl())
+
+	provider, err = NewGiteaOAuth2Provider(&settings.Config{}, "")
+	assert.Equal(t, errs.ErrInvalidOAuth2Config, err)
+}
+
+func TestGiteaOAuth2Datasource_GetUserInfoRequest(t *testing.T) {
+	datasource := &GiteaOAuth2DataSource{baseUrl: "https://example.com/"}
+	req, err := datasource.GetUserInfoRequest()
+
+	assert.Nil(t, err)
+	assert.Equal(t, "GET", req.Method)
+	assert.Equal(t, "https://example.com/api/v1/user", req.URL.String())
+	assert.Equal(t, "application/json", req.Header.Get("Accept"))
+}
+
+func TestGiteaOAuth2Datasource_ParseUserInfo_Success(t *testing.T) {
+	datasource := &GiteaOAuth2DataSource{}
+	responseContent := `{
+		"login": "user1",
+		"full_name": "User",
+		"email": "user1@example.com"
+	}`
+	info, err := datasource.ParseUserInfo(core.NewNullContext(), []byte(responseContent))
+
+	assert.Nil(t, err)
+	assert.Equal(t, "user1", info.UserName)
+	assert.Equal(t, "user1@example.com", info.Email)
+	assert.Equal(t, "User", info.NickName)
+}
+
+func TestGiteaOAuth2Datasource_ParseUserInfo_InvalidJson(t *testing.T) {
+	datasource := &GiteaOAuth2DataSource{}
+	_, err := datasource.ParseUserInfo(core.NewNullContext(), []byte("invalid"))
+
+	assert.Equal(t, errs.ErrCannotRetrieveUserInfo, err)
+}
+
+func TestGiteaOAuth2Datasource_ParseUserInfo_EmptyLogin(t *testing.T) {
+	datasource := &GiteaOAuth2DataSource{}
+	responseContent := `{"login": ""}`
+	_, err := datasource.ParseUserInfo(core.NewNullContext(), []byte(responseContent))
+
+	assert.Equal(t, errs.ErrCannotRetrieveUserInfo, err)
+}

pkg/auth/oauth2/provider/github/github_oauth2_provider.go

@@ -0,0 +1,193 @@
+package github
+
+import (
+	"encoding/json"
+	"io"
+	"net/http"
+
+	"golang.org/x/oauth2"
+
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/data"
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/provider"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/httpclient"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/settings"
+)
+
+const githubOAuth2AuthUrl = "https://github.com/login/oauth/authorize"     // Reference: https://docs.github.com/en/apps/oauth-apps/building-oauth-apps/authorizing-oauth-apps
+const githubOAuth2TokenUrl = "https://github.com/login/oauth/access_token" // Reference: https://docs.github.com/en/apps/oauth-apps/building-oauth-apps/authorizing-oauth-apps
+const githubUserProfileApiUrl = "https://api.github.com/user"              // Reference: https://docs.github.com/en/rest/users/users
+const githubUserEmailApiUrl = "https://api.github.com/user/emails"         // Reference: https://docs.github.com/en/rest/users/emails
+
+var githubOAuth2Scopes = []string{"user:email"}
+
+type githubUserProfileResponse struct {
+	Login string `json:"login"`
+	Name  string `json:"name"`
+	Email string `json:"email"`
+}
+
+type githubUserEmailsResponse struct {
+	Email    string `json:"email"`
+	Primary  bool   `json:"primary"`
+	Verified bool   `json:"verified"`
+}
+
+// GithubOAuth2Provider represents Github OAuth 2.0 provider
+type GithubOAuth2Provider struct {
+	provider.OAuth2Provider
+	oauth2Config *oauth2.Config
+}
+
+// GetOAuth2AuthUrl returns the authentication url of the GitHub OAuth 2.0 provider
+func (p *GithubOAuth2Provider) GetOAuth2AuthUrl(c core.Context, state string, opts ...oauth2.AuthCodeOption) (string, error) {
+	return p.oauth2Config.AuthCodeURL(state, opts...), nil
+}
+
+// GetOAuth2Token returns the OAuth 2.0 token of the GitHub OAuth 2.0 provider
+func (p *GithubOAuth2Provider) GetOAuth2Token(c core.Context, code string, opts ...oauth2.AuthCodeOption) (*oauth2.Token, error) {
+	return p.oauth2Config.Exchange(c, code, opts...)
+}
+
+// GetUserInfo returns the user info by the Github OAuth 2.0 provider
+func (p *GithubOAuth2Provider) GetUserInfo(c core.Context, oauth2Token *oauth2.Token) (*data.OAuth2UserInfo, error) {
+	// first get user name and nick name from user profile
+	req, err := p.buildAPIRequest(githubUserProfileApiUrl)
+
+	if err != nil {
+		log.Errorf(c, "[github_oauth2_provider.GetUserInfo] failed to get user info request, because %s", err.Error())
+		return nil, errs.ErrFailedToRequestRemoteApi
+	}
+
+	oauth2Client := oauth2.NewClient(c, oauth2.StaticTokenSource(oauth2Token))
+
+	req = req.WithContext(httpclient.CustomHttpResponseLog(c, func(data []byte) {
+		log.Debugf(c, "[github_oauth2_provider.GetUserInfo] user profile response is %s", data)
+	}))
+
+	resp, err := oauth2Client.Do(req)
+
+	if err != nil {
+		log.Errorf(c, "[github_oauth2_provider.GetUserInfo] failed to get user info response, because %s", err.Error())
+		return nil, errs.ErrFailedToRequestRemoteApi
+	}
+
+	defer resp.Body.Close()
+	body, err := io.ReadAll(resp.Body)
+
+	if resp.StatusCode != 200 {
+		log.Errorf(c, "[github_oauth2_provider.GetUserInfo] failed to get user info response, because response code is %d", resp.StatusCode)
+		return nil, errs.ErrFailedToRequestRemoteApi
+	}
+
+	userProfileResp, err := p.parseUserProfile(c, body)
+
+	if err != nil {
+		return nil, err
+	}
+
+	// then get user primary email
+	req, err = p.buildAPIRequest(githubUserEmailApiUrl)
+
+	if err != nil {
+		log.Errorf(c, "[github_oauth2_provider.GetUserInfo] failed to get user emails request, because %s", err.Error())
+		return nil, errs.ErrFailedToRequestRemoteApi
+	}
+
+	req = req.WithContext(httpclient.CustomHttpResponseLog(c, func(data []byte) {
+		log.Debugf(c, "[github_oauth2_provider.GetUserInfo] user emails response is %s", data)
+	}))
+
+	resp, err = oauth2Client.Do(req)
+
+	if err != nil {
+		log.Errorf(c, "[github_oauth2_provider.GetUserInfo] failed to get user emails response, because %s", err.Error())
+		return nil, errs.ErrFailedToRequestRemoteApi
+	}
+
+	defer resp.Body.Close()
+	body, err = io.ReadAll(resp.Body)
+
+	if resp.StatusCode != 200 {
+		log.Errorf(c, "[github_oauth2_provider.GetUserInfo] failed to get user emails response, because response code is %d", resp.StatusCode)
+		return nil, errs.ErrFailedToRequestRemoteApi
+	}
+
+	email, err := p.parsePrimaryEmail(c, body)
+
+	if err != nil {
+		return nil, err
+	}
+
+	return &data.OAuth2UserInfo{
+		UserName: userProfileResp.Login,
+		Email:    email,
+		NickName: userProfileResp.Name,
+	}, nil
+}
+
+func (p *GithubOAuth2Provider) parseUserProfile(c core.Context, body []byte) (*githubUserProfileResponse, error) {
+	userProfileResp := &githubUserProfileResponse{}
+	err := json.Unmarshal(body, &userProfileResp)
+
+	if err != nil {
+		log.Warnf(c, "[github_oauth2_provider.parseUserProfile] failed to parse user profile response body, because %s", err.Error())
+		return nil, errs.ErrCannotRetrieveUserInfo
+	}
+
+	if userProfileResp.Login == "" {
+		log.Warnf(c, "[github_oauth2_provider.parseUserProfile] invalid user profile response body")
+		return nil, errs.ErrCannotRetrieveUserInfo
+	}
+
+	return userProfileResp, nil
+}
+
+func (p *GithubOAuth2Provider) parsePrimaryEmail(c core.Context, body []byte) (string, error) {
+	emailsResp := make([]githubUserEmailsResponse, 0)
+	err := json.Unmarshal(body, &emailsResp)
+
+	if err != nil {
+		log.Warnf(c, "[github_oauth2_provider.parsePrimaryEmail] failed to parse user emails response body, because %s", err.Error())
+		return "", errs.ErrCannotRetrieveUserInfo
+	}
+
+	for _, emailEntry := range emailsResp {
+		if emailEntry.Primary && emailEntry.Verified {
+			return emailEntry.Email, nil
+		}
+	}
+
+	return "", nil
+}
+
+func (p *GithubOAuth2Provider) buildAPIRequest(url string) (*http.Request, error) {
+	req, err := http.NewRequest("GET", url, nil)
+
+	if err != nil {
+		return nil, err
+	}
+
+	req.Header.Set("Accept", "application/vnd.github+json")
+	return req, nil
+}
+
+// NewGithubOAuth2Provider creates a new Github OAuth 2.0 provider instance
+func NewGithubOAuth2Provider(config *settings.Config, redirectUrl string) (provider.OAuth2Provider, error) {
+	oauth2Config := &oauth2.Config{
+		ClientID:     config.OAuth2ClientID,
+		ClientSecret: config.OAuth2ClientSecret,
+		Endpoint: oauth2.Endpoint{
+			AuthURL:  githubOAuth2AuthUrl,
+			TokenURL: githubOAuth2TokenUrl,
+		},
+		RedirectURL: redirectUrl,
+		Scopes:      githubOAuth2Scopes,
+	}
+
+	return &GithubOAuth2Provider{
+		oauth2Config: oauth2Config,
+	}, nil
+}

pkg/auth/oauth2/provider/github/github_oauth2_provider_test.go

@@ -0,0 +1,95 @@
+package github
+
+import (
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+)
+
+func TestGithubOAuth2Datasource_ParseUserProfile_Success(t *testing.T) {
+	datasource := &GithubOAuth2Provider{}
+	responseContent := `{
+		"login": "octocat",
+		"id": 1,
+		"node_id": "MDQ6VXNlcjE=",
+		"avatar_url": "https://github.com/images/error/octocat_happy.gif",
+		"gravatar_id": "",
+		"url": "https://api.github.com/users/octocat",
+		"html_url": "https://github.com/octocat",
+		"followers_url": "https://api.github.com/users/octocat/followers",
+		"following_url": "https://api.github.com/users/octocat/following{/other_user}",
+		"gists_url": "https://api.github.com/users/octocat/gists{/gist_id}",
+		"starred_url": "https://api.github.com/users/octocat/starred{/owner}{/repo}",
+		"subscriptions_url": "https://api.github.com/users/octocat/subscriptions",
+		"organizations_url": "https://api.github.com/users/octocat/orgs",
+		"repos_url": "https://api.github.com/users/octocat/repos",
+		"events_url": "https://api.github.com/users/octocat/events{/privacy}",
+		"received_events_url": "https://api.github.com/users/octocat/received_events",
+		"type": "User",
+		"site_admin": false,
+		"name": "monalisa octocat",
+		"company": "GitHub",
+		"blog": "https://github.com/blog",
+		"location": "San Francisco",
+		"email": "octocat@github.com",
+		"hireable": false,
+		"bio": "There once was...",
+		"twitter_username": "monatheoctocat",
+		"public_repos": 2,
+		"public_gists": 1,
+		"followers": 20,
+		"following": 0,
+		"created_at": "2008-01-14T04:33:35Z",
+		"updated_at": "2008-01-14T04:33:35Z",
+		"private_gists": 81,
+		"total_private_repos": 100,
+		"owned_private_repos": 100,
+		"disk_usage": 10000,
+		"collaborators": 8,
+		"two_factor_authentication": true,
+		"plan": {
+			"name": "Medium",
+			"space": 400,
+			"private_repos": 20,
+			"collaborators": 0
+		}
+	}`
+	info, err := datasource.parseUserProfile(core.NewNullContext(), []byte(responseContent))
+
+	assert.Nil(t, err)
+	assert.Equal(t, "octocat", info.Login)
+	assert.Equal(t, "monalisa octocat", info.Name)
+}
+
+func TestGithubOAuth2Datasource_ParseUserProfile_EmptyLogin(t *testing.T) {
+	datasource := &GithubOAuth2Provider{}
+	responseContent := `{"login": ""}`
+	_, err := datasource.parseUserProfile(core.NewNullContext(), []byte(responseContent))
+
+	assert.Equal(t, errs.ErrCannotRetrieveUserInfo, err)
+}
+
+func TestGithubOAuth2Datasource_ParsePrimaryEmail(t *testing.T) {
+	datasource := &GithubOAuth2Provider{}
+	responseContent := `[
+	    {
+			"email": "foo@bar.com",
+			"primary": false,
+			"verified": true,
+			"visibility": null
+		},
+	    {
+			"email": "octocat@github.com",
+			"primary": true,
+			"verified": true,
+			"visibility": "public"
+	    }
+	]`
+	email, err := datasource.parsePrimaryEmail(core.NewNullContext(), []byte(responseContent))
+
+	assert.Nil(t, err)
+	assert.Equal(t, "octocat@github.com", email)
+}

pkg/auth/oauth2/provider/nextcloud/nextcloud_oauth2_datasource.go

@@ -0,0 +1,114 @@
+package nextcloud
+
+import (
+	"encoding/json"
+	"net/http"
+
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/data"
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/provider"
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/provider/common"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/settings"
+)
+
+type nextcloudUserInfoResponse struct {
+	OCS *struct {
+		Meta *struct {
+			Status     string `json:"status"`
+			StatusCode int    `json:"statuscode"`
+		} `json:"meta"`
+		Data *struct {
+			ID          string `json:"id"`
+			Email       string `json:"email"`
+			DisplayName string `json:"display-name"`
+		} `json:"data"`
+	} `json:"ocs"`
+}
+
+// NextcloudOAuth2DataSource represents Nextcloud OAuth 2.0 data source
+type NextcloudOAuth2DataSource struct {
+	common.CommonOAuth2DataSource
+	baseUrl string
+}
+
+// GetAuthUrl returns the authentication url of the Nextcloud data source
+func (s *NextcloudOAuth2DataSource) GetAuthUrl() string {
+	// Reference: https://docs.nextcloud.com/server/stable/developer_manual/_static/openapi.html#/operations/oauth2-login_redirector-authorize
+	return s.baseUrl + "apps/oauth2/authorize"
+}
+
+// GetTokenUrl returns the token url of the Nextcloud data source
+func (s *NextcloudOAuth2DataSource) GetTokenUrl() string {
+	// Reference: https://docs.nextcloud.com/server/stable/developer_manual/_static/openapi.html#/operations/oauth2-oauth_api-get-token
+	return s.baseUrl + "apps/oauth2/api/v1/token"
+}
+
+// GetUserInfoRequest returns the user info request of the Nextcloud data source
+func (s *NextcloudOAuth2DataSource) GetUserInfoRequest() (*http.Request, error) {
+	// Reference: https://docs.nextcloud.com/server/stable/developer_manual/_static/openapi.html#/operations/provisioning_api-users-get-current-user
+	req, err := http.NewRequest("GET", s.baseUrl+"ocs/v2.php/cloud/user", nil)
+
+	if err != nil {
+		return nil, err
+	}
+
+	req.Header.Set("Accept", "application/json")
+	req.Header.Set("OCS-APIRequest", "true")
+	return req, nil
+}
+
+// GetScopes returns the scopes required by the Nextcloud provider
+func (s *NextcloudOAuth2DataSource) GetScopes() []string {
+	return []string{}
+}
+
+// ParseUserInfo returns the user info by parsing the response body
+func (s *NextcloudOAuth2DataSource) ParseUserInfo(c core.Context, body []byte) (*data.OAuth2UserInfo, error) {
+	userInfoResp := &nextcloudUserInfoResponse{}
+	err := json.Unmarshal(body, &userInfoResp)
+
+	if err != nil {
+		log.Warnf(c, "[nextcloud_oauth2_datasource.ParseUserInfo] failed to parse user info response body, because %s", err.Error())
+		return nil, errs.ErrCannotRetrieveUserInfo
+	}
+
+	if userInfoResp.OCS == nil || userInfoResp.OCS.Meta == nil || userInfoResp.OCS.Data == nil {
+		log.Warnf(c, "[nextcloud_oauth2_datasource.ParseUserInfo] invalid user info response body")
+		return nil, errs.ErrCannotRetrieveUserInfo
+	}
+
+	if userInfoResp.OCS.Meta.StatusCode != 200 {
+		log.Warnf(c, "[nextcloud_oauth2_datasource.ParseUserInfo] user info response status code is %d", userInfoResp.OCS.Meta.StatusCode)
+		return nil, errs.ErrCannotRetrieveUserInfo
+	}
+
+	if userInfoResp.OCS.Data.ID == "" {
+		log.Warnf(c, "[nextcloud_oauth2_datasource.ParseUserInfo] user info id is empty")
+		return nil, errs.ErrCannotRetrieveUserInfo
+	}
+
+	return &data.OAuth2UserInfo{
+		UserName: userInfoResp.OCS.Data.ID,
+		Email:    userInfoResp.OCS.Data.Email,
+		NickName: userInfoResp.OCS.Data.DisplayName,
+	}, nil
+}
+
+// NewNextcloudOAuth2Provider creates a new Nextcloud OAuth 2.0 provider instance
+func NewNextcloudOAuth2Provider(config *settings.Config, redirectUrl string) (provider.OAuth2Provider, error) {
+	if len(config.OAuth2NextcloudBaseUrl) < 1 {
+		return nil, errs.ErrInvalidOAuth2Config
+	}
+
+	baseUrl := config.OAuth2NextcloudBaseUrl
+
+	if baseUrl[len(baseUrl)-1] != '/' {
+		baseUrl += "/"
+	}
+
+	return common.NewCommonOAuth2Provider(config, redirectUrl, &NextcloudOAuth2DataSource{
+		baseUrl: baseUrl,
+	}), nil
+}

pkg/auth/oauth2/provider/nextcloud/nextcloud_oauth2_datasource_test.go

@@ -0,0 +1,116 @@
+package nextcloud
+
+import (
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/provider/common"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/settings"
+)
+
+func TestNewNextcloudOAuth2Provider(t *testing.T) {
+	provider, err := NewNextcloudOAuth2Provider(&settings.Config{
+		OAuth2NextcloudBaseUrl: "https://example.com/",
+	}, "")
+	assert.Nil(t, err)
+	assert.Equal(t, "https://example.com/apps/oauth2/authorize", provider.(*common.CommonOAuth2Provider).GetDataSource().GetAuthUrl())
+	assert.Equal(t, "https://example.com/apps/oauth2/api/v1/token", provider.(*common.CommonOAuth2Provider).GetDataSource().GetTokenUrl())
+
+	provider, err = NewNextcloudOAuth2Provider(&settings.Config{
+		OAuth2NextcloudBaseUrl: "https://example.com/index.php",
+	}, "")
+	assert.Nil(t, err)
+	assert.Equal(t, "https://example.com/index.php/apps/oauth2/authorize", provider.(*common.CommonOAuth2Provider).GetDataSource().GetAuthUrl())
+	assert.Equal(t, "https://example.com/index.php/apps/oauth2/api/v1/token", provider.(*common.CommonOAuth2Provider).GetDataSource().GetTokenUrl())
+
+	provider, err = NewNextcloudOAuth2Provider(&settings.Config{}, "")
+	assert.Equal(t, errs.ErrInvalidOAuth2Config, err)
+}
+
+func TestNextcloudOAuth2Datasource_GetUserInfoRequest(t *testing.T) {
+	datasource := &NextcloudOAuth2DataSource{baseUrl: "https://example.com/"}
+	req, err := datasource.GetUserInfoRequest()
+
+	assert.Nil(t, err)
+	assert.Equal(t, "GET", req.Method)
+	assert.Equal(t, "https://example.com/ocs/v2.php/cloud/user", req.URL.String())
+	assert.Equal(t, "application/json", req.Header.Get("Accept"))
+	assert.Equal(t, "true", req.Header.Get("OCS-APIRequest"))
+}
+
+func TestNextcloudOAuth2Datasource_ParseUserInfo_Success(t *testing.T) {
+	datasource := &NextcloudOAuth2DataSource{}
+	responseContent := `{
+		"ocs": {
+			"meta": {
+				"status": "ok",
+				"statuscode": 200
+			},
+			"data": {
+				"id": "user1",
+				"email": "user1@example.com",
+				"display-name": "User"
+			}
+		}
+	}`
+	info, err := datasource.ParseUserInfo(core.NewNullContext(), []byte(responseContent))
+
+	assert.Nil(t, err)
+	assert.Equal(t, "user1", info.UserName)
+	assert.Equal(t, "user1@example.com", info.Email)
+	assert.Equal(t, "User", info.NickName)
+}
+
+func TestNextcloudOAuth2Datasource_ParseUserInfo_InvalidJson(t *testing.T) {
+	datasource := &NextcloudOAuth2DataSource{}
+	_, err := datasource.ParseUserInfo(core.NewNullContext(), []byte("invalid"))
+
+	assert.Equal(t, errs.ErrCannotRetrieveUserInfo, err)
+}
+
+func TestNextcloudOAuth2Datasource_ParseUserInfo_MissingFields(t *testing.T) {
+	datasource := &NextcloudOAuth2DataSource{}
+	responseContent := `{"ocs": {}}`
+	_, err := datasource.ParseUserInfo(core.NewNullContext(), []byte(responseContent))
+
+	assert.Equal(t, errs.ErrCannotRetrieveUserInfo, err)
+}
+
+func TestNextcloudOAuth2Datasource_ParseUserInfo_Non200StatusCode(t *testing.T) {
+	datasource := &NextcloudOAuth2DataSource{}
+	responseContent := `{
+		"ocs": {
+			"meta": {
+				"status": "error",
+				"statuscode": 400
+			},
+			"data": {}
+		}
+	}`
+	_, err := datasource.ParseUserInfo(core.NewNullContext(), []byte(responseContent))
+
+	assert.Equal(t, errs.ErrCannotRetrieveUserInfo, err)
+}
+
+func TestNextcloudOAuth2Datasource_ParseUserInfo_EmptyID(t *testing.T) {
+	datasource := &NextcloudOAuth2DataSource{}
+	responseContent := `{
+		"ocs": {
+			"meta": {
+				"status": "ok",
+				"statuscode": 200
+			},
+			"data": {
+				"id": "",
+				"email": "user1@example.com",
+				"display-name": "User One"
+			}
+		}
+	}`
+	_, err := datasource.ParseUserInfo(core.NewNullContext(), []byte(responseContent))
+
+	assert.Equal(t, errs.ErrCannotRetrieveUserInfo, err)
+}

pkg/auth/oauth2/provider/oauth2_provider.go

@@ -0,0 +1,20 @@
+package provider
+
+import (
+	"golang.org/x/oauth2"
+
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/data"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+)
+
+// OAuth2Provider defines the structure of OAuth 2.0 provider
+type OAuth2Provider interface {
+	// GetOAuth2AuthUrl returns the authentication url of the provider
+	GetOAuth2AuthUrl(c core.Context, state string, opts ...oauth2.AuthCodeOption) (string, error)
+
+	// GetOAuth2Token returns the OAuth 2.0 token of the provider
+	GetOAuth2Token(c core.Context, code string, opts ...oauth2.AuthCodeOption) (*oauth2.Token, error)
+
+	// GetUserInfo returns the user info
+	GetUserInfo(c core.Context, oauth2Token *oauth2.Token) (*data.OAuth2UserInfo, error)
+}

pkg/auth/oauth2/provider/oidc/oidc_provider.go

@@ -0,0 +1,188 @@
+package oidc
+
+import (
+	"context"
+
+	"golang.org/x/oauth2"
+
+	"github.com/coreos/go-oidc/v3/oidc"
+
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/data"
+	"github.com/mayswind/ezbookkeeping/pkg/auth/oauth2/provider"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/httpclient"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/settings"
+)
+
+// OIDCClaims represents OIDC claims
+type OIDCClaims struct {
+	PreferredUserName string `json:"preferred_username"`
+	UserName          string `json:"username"`
+	Name              string `json:"name"`
+	Email             string `json:"email"`
+}
+
+// OIDCProvider represents OIDC provider
+type OIDCProvider struct {
+	provider.OAuth2Provider
+	oidcIssuerURL      string
+	oidcCheckIssuerURL bool
+	redirectUrl        string
+	oauth2ClientID     string
+	oauth2ClientSecret string
+	oauth2Config       *oauth2.Config
+	oidcProvider       *oidc.Provider
+	oidcVerifier       *oidc.IDTokenVerifier
+}
+
+// GetOAuth2AuthUrl returns the authentication url of the OIDC provider
+func (p *OIDCProvider) GetOAuth2AuthUrl(c core.Context, state string, opts ...oauth2.AuthCodeOption) (string, error) {
+	oauth2Config, err := p.getOAuth2Config(c)
+
+	if err != nil {
+		return "", err
+	}
+
+	return oauth2Config.AuthCodeURL(state, opts...), nil
+}
+
+// GetOAuth2Token returns the OAuth 2.0 token of the OIDC provider
+func (p *OIDCProvider) GetOAuth2Token(c core.Context, code string, opts ...oauth2.AuthCodeOption) (*oauth2.Token, error) {
+	oauth2Config, err := p.getOAuth2Config(c)
+
+	if err != nil {
+		return nil, err
+	}
+
+	return oauth2Config.Exchange(c, code, opts...)
+}
+
+// GetUserInfo returns the user info by the OIDC provider
+func (p *OIDCProvider) GetUserInfo(c core.Context, oauth2Token *oauth2.Token) (*data.OAuth2UserInfo, error) {
+	_, err := p.getOAuth2Config(c)
+
+	if err != nil {
+		return nil, err
+	}
+
+	rawIDToken, ok := oauth2Token.Extra("id_token").(string)
+
+	if !ok {
+		log.Errorf(c, "[oidc_provider.GetUserInfo] missing \"id_token\" field in oauth 2.0 token")
+		return nil, errs.ErrInvalidOAuth2Token
+	}
+
+	idToken, err := p.oidcVerifier.Verify(c, rawIDToken)
+
+	if err != nil {
+		log.Errorf(c, "[oidc_provider.GetUserInfo] failed to verify \"id_token\" field in oauth 2.0 token, because %s", err.Error())
+		return nil, errs.ErrInvalidOAuth2Token
+	}
+
+	var claims OIDCClaims
+	err = idToken.Claims(&claims)
+
+	if err != nil {
+		log.Errorf(c, "[oidc_provider.GetUserInfo] failed to parse claims in oauth 2.0 token, because %s", err.Error())
+		return nil, errs.ErrInvalidOAuth2Token
+	}
+
+	userName := claims.PreferredUserName
+	email := claims.Email
+	nickName := claims.Name
+
+	if userName == "" || email == "" || nickName == "" {
+		userInfo, err := p.oidcProvider.UserInfo(httpclient.CustomHttpResponseLog(c, func(data []byte) {
+			log.Debugf(c, "[oidc_provider.GetUserInfo] response is %s", data)
+		}), oauth2.StaticTokenSource(oauth2Token))
+
+		if err != nil {
+			log.Errorf(c, "[oidc_provider.GetUserInfo] failed to get user info, because %s", err.Error())
+			return nil, errs.ErrCannotRetrieveUserInfo
+		}
+
+		err = userInfo.Claims(&claims)
+
+		if err != nil {
+			log.Errorf(c, "[oidc_provider.GetUserInfo] failed to parse user info, because %s", err.Error())
+			return nil, errs.ErrCannotRetrieveUserInfo
+		}
+
+		if userName == "" {
+			userName = claims.PreferredUserName
+		}
+
+		if userName == "" {
+			userName = claims.UserName
+		}
+
+		if email == "" {
+			email = claims.Email
+		}
+
+		if nickName == "" {
+			nickName = claims.Name
+		}
+	}
+
+	return &data.OAuth2UserInfo{
+		UserName: userName,
+		Email:    email,
+		NickName: nickName,
+	}, nil
+}
+
+func (p *OIDCProvider) getOAuth2Config(c core.Context) (*oauth2.Config, error) {
+	if p.oauth2Config != nil {
+		return p.oauth2Config, nil
+	}
+
+	var ctx context.Context = c
+
+	if !p.oidcCheckIssuerURL {
+		ctx = oidc.InsecureIssuerURLContext(c, p.oidcIssuerURL)
+	}
+
+	oidcProvider, err := oidc.NewProvider(ctx, p.oidcIssuerURL)
+
+	if err != nil {
+		log.Errorf(c, "[oidc_provider.getOAuth2Config] failed to create oidc provider, because %s", err.Error())
+		return nil, err
+	}
+
+	oidcVerifier := oidcProvider.Verifier(&oidc.Config{
+		ClientID:        p.oauth2ClientID,
+		SkipIssuerCheck: !p.oidcCheckIssuerURL,
+	})
+
+	oauth2Config := &oauth2.Config{
+		ClientID:     p.oauth2ClientID,
+		ClientSecret: p.oauth2ClientSecret,
+		Endpoint:     oidcProvider.Endpoint(),
+		RedirectURL:  p.redirectUrl,
+		Scopes:       []string{oidc.ScopeOpenID, "profile", "email"},
+	}
+
+	p.oauth2Config = oauth2Config
+	p.oidcProvider = oidcProvider
+	p.oidcVerifier = oidcVerifier
+	return oauth2Config, nil
+}
+
+// NewOIDCProvider returns a new OIDC provider
+func NewOIDCProvider(config *settings.Config, redirectUrl string) (*OIDCProvider, error) {
+	if len(config.OAuth2OIDCProviderIssuerURL) < 1 {
+		return nil, errs.ErrInvalidOAuth2Config
+	}
+
+	return &OIDCProvider{
+		oidcIssuerURL:      config.OAuth2OIDCProviderIssuerURL,
+		oidcCheckIssuerURL: config.OAuth2OIDCProviderCheckIssuerURL,
+		redirectUrl:        redirectUrl,
+		oauth2ClientID:     config.OAuth2ClientID,
+		oauth2ClientSecret: config.OAuth2ClientSecret,
+		oauth2Config:       nil,
+	}, nil
+}

pkg/avatars/avatar_provider_container.go

@@ -9,7 +9,7 @@ import (
 
 // AvatarProviderContainer contains the current user avatar provider
 type AvatarProviderContainer struct {
-	Current AvatarProvider
+	current AvatarProvider
 }
 
 // Initialize a user avatar provider container singleton instance
@@ -20,13 +20,13 @@ var (
 // InitializeAvatarProvider initializes the current user avatar provider according to the config
 func InitializeAvatarProvider(config *settings.Config) error {
 	if config.AvatarProvider == core.USER_AVATAR_PROVIDER_INTERNAL {
-		Container.Current = NewInternalStorageAvatarProvider(config)
+		Container.current = NewInternalStorageAvatarProvider(config)
 		return nil
 	} else if config.AvatarProvider == core.USER_AVATAR_PROVIDER_GRAVATAR {
-		Container.Current = NewGravatarAvatarProvider()
+		Container.current = NewGravatarAvatarProvider()
 		return nil
 	} else if config.AvatarProvider == "" {
-		Container.Current = NewNullAvatarProvider()
+		Container.current = NewNullAvatarProvider()
 		return nil
 	}
 
@@ -35,5 +35,9 @@ func InitializeAvatarProvider(config *settings.Config) error {
 
 // GetAvatarUrl returns the avatar url by the current user avatar provider
 func (p *AvatarProviderContainer) GetAvatarUrl(user *models.User) string {
-	return p.Current.GetAvatarUrl(user)
+	if p.current == nil {
+		return ""
+	}
+
+	return p.current.GetAvatarUrl(user)
 }

pkg/cli/base.go

@@ -9,5 +9,5 @@ type CliUsingConfig struct {
 
 // CurrentConfig returns the current config
 func (l *CliUsingConfig) CurrentConfig() *settings.Config {
-	return l.container.Current
+	return l.container.GetCurrentConfig()
 }

pkg/cli/user_data.go

@@ -5,6 +5,7 @@ import (
 	"time"
 
 	"github.com/mayswind/ezbookkeeping/pkg/converters"
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 	"github.com/mayswind/ezbookkeeping/pkg/log"
@@ -91,7 +92,7 @@ func (l *UserDataCli) AddNewUser(c *core.CliContext, username string, email stri
 		FeatureRestriction:   l.CurrentConfig().DefaultFeatureRestrictions,
 	}
 
-	err := l.users.CreateUser(c, user)
+	err := l.users.CreateUser(c, user, false)
 
 	if err != nil {
 		log.CliErrorf(c, "[user_data.AddNewUser] failed to create user \"%s\", because %s", user.Username, err.Error())
@@ -405,7 +406,7 @@ func (l *UserDataCli) ListUserTokens(c *core.CliContext, username string) ([]*mo
 }
 
 // CreateNewUserToken returns a new token for the specified user
-func (l *UserDataCli) CreateNewUserToken(c *core.CliContext, username string, tokenType string) (*models.TokenRecord, string, error) {
+func (l *UserDataCli) CreateNewUserToken(c *core.CliContext, username string, tokenType string, expiresInSeconds int64) (*models.TokenRecord, string, error) {
 	if username == "" {
 		log.CliErrorf(c, "[user_data.CreateNewUserToken] user name is empty")
 		return nil, "", errs.ErrUsernameIsEmpty
@@ -421,7 +422,17 @@ func (l *UserDataCli) CreateNewUserToken(c *core.CliContext, username string, to
 	var token string
 	var tokenRecord *models.TokenRecord
 
-	if tokenType == "mcp" {
+	if tokenType == "api" {
+		if !l.CurrentConfig().EnableAPIToken {
+			return nil, "", errs.ErrAPITokenNotEnabled
+		}
+
+		if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_GENERATE_API_TOKEN) {
+			return nil, "", errs.ErrNotPermittedToPerformThisAction
+		}
+
+		token, tokenRecord, err = l.tokens.CreateAPITokenViaCli(c, user, expiresInSeconds)
+	} else if tokenType == "mcp" {
 		if !l.CurrentConfig().EnableMCPServer {
 			return nil, "", errs.ErrMCPServerNotEnabled
 		}
@@ -430,9 +441,7 @@ func (l *UserDataCli) CreateNewUserToken(c *core.CliContext, username string, to
 			return nil, "", errs.ErrNotPermittedToPerformThisAction
 		}
 
-		token, tokenRecord, err = l.tokens.CreateMCPTokenViaCli(c, user)
-	} else if tokenType == "normal" {
-		token, tokenRecord, err = l.tokens.CreateTokenViaCli(c, user)
+		token, tokenRecord, err = l.tokens.CreateMCPTokenViaCli(c, user, expiresInSeconds)
 	} else {
 		return nil, "", errs.ErrParameterInvalid
 	}
@@ -445,6 +454,39 @@ func (l *UserDataCli) CreateNewUserToken(c *core.CliContext, username string, to
 	return tokenRecord, token, nil
 }
 
+// RevokeUserToken revokes the specified token of the user
+func (l *UserDataCli) RevokeUserToken(c *core.CliContext, token string) error {
+	_, claims, _, err := l.tokens.ParseToken(c, token)
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.RevokeUserToken] failed to parse token, because %s", err.Error())
+		return err
+	}
+
+	userTokenId, err := utils.StringToInt64(claims.UserTokenId)
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.RevokeUserToken] failed to get user token id, because %s", err.Error())
+		return err
+	}
+
+	tokenRecord := &models.TokenRecord{
+		Uid:             claims.Uid,
+		UserTokenId:     userTokenId,
+		CreatedUnixTime: claims.IssuedAt,
+	}
+
+	tokenId := l.tokens.GenerateTokenId(tokenRecord)
+	err = l.tokens.DeleteToken(c, tokenRecord)
+
+	if err != nil {
+		log.Errorf(c, "[user_data.RevokeUserToken] failed to revoke token \"id:%s\" for user \"uid:%d\", because %s", tokenId, claims.Uid, err.Error())
+		return err
+	}
+
+	return nil
+}
+
 // ClearUserTokens clears all tokens of the specified user
 func (l *UserDataCli) ClearUserTokens(c *core.CliContext, username string) error {
 	if username == "" {
@@ -777,7 +819,7 @@ func (l *UserDataCli) ImportTransaction(c *core.CliContext, username string, fil
 		return err
 	}
 
-	parsedTransactions, newAccounts, newSubExpenseCategories, newSubIncomeCategories, newSubTransferCategories, newTags, err := dataImporter.ParseImportedData(c, user, data, utils.GetTimezoneOffsetMinutes(time.Local), accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+	parsedTransactions, newAccounts, newSubExpenseCategories, newSubIncomeCategories, newSubTransferCategories, newTags, err := dataImporter.ParseImportedData(c, user, data, time.Local, converter.DefaultImporterOptions, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
 
 	if err != nil {
 		log.CliErrorf(c, "[user_data.ImportTransaction] failed to parse imported data for \"%s\", because %s", username, err.Error())
@@ -924,7 +966,7 @@ func (l *UserDataCli) getUserEssentialDataForImport(c *core.CliContext, uid int6
 		return nil, nil, nil, nil, nil, err
 	}
 
-	tagMap = l.tags.GetTagNameMapByList(tags)
+	tagMap = l.tags.GetVisibleTagNameMapByList(tags)
 
 	return accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap, nil
 }

pkg/converters/alipay/alipay_app_transaction_data_csv_file_importer.go

@@ -10,7 +10,7 @@ var (
 	AlipayAppTransactionDataCsvFileImporter = &alipayAppTransactionDataCsvFileImporter{
 		alipayTransactionDataCsvFileImporter{
 			fileHeaderLine:         "------------------------------------------------------------------------------------",
-			dataHeaderStartContent: "支付宝（中国）网络技术有限公司  电子客户回单",
+			dataHeaderStartContent: []string{"支付宝（中国）网络技术有限公司  电子客户回单", "支付宝支付科技有限公司  电子客户回单"},
 			originalColumnNames: alipayTransactionColumnNames{
 				timeColumnName:           "交易时间",
 				categoryColumnName:       "交易分类",

pkg/converters/alipay/alipay_transaction_data_csv_file_importer.go

@@ -2,21 +2,18 @@ package alipay
 
 import (
 	"bytes"
-	"encoding/csv"
-	"io"
-	"strings"
+	"time"
 
 	"golang.org/x/text/encoding/simplifiedchinese"
 	"golang.org/x/text/transform"
 
 	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
-	csvdatatable "github.com/mayswind/ezbookkeeping/pkg/converters/csv"
+	"github.com/mayswind/ezbookkeeping/pkg/converters/csv"
 	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 	"github.com/mayswind/ezbookkeeping/pkg/log"
 	"github.com/mayswind/ezbookkeeping/pkg/models"
-	"github.com/mayswind/ezbookkeeping/pkg/utils"
 )
 
 var alipayTransactionSupportedColumns = map[datatable.TransactionDataTableColumn]bool{
@@ -51,17 +48,23 @@ type alipayTransactionColumnNames struct {
 // alipayTransactionDataCsvFileImporter defines the structure of alipay csv importer for transaction data
 type alipayTransactionDataCsvFileImporter struct {
 	fileHeaderLine         string
-	dataHeaderStartContent string
+	dataHeaderStartContent []string
 	dataBottomEndLineRune  rune
 	originalColumnNames    alipayTransactionColumnNames
 }
 
 // ParseImportedData returns the imported data by parsing the alipay transaction csv data
-func (c *alipayTransactionDataCsvFileImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
+func (c *alipayTransactionDataCsvFileImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezone *time.Location, additionalOptions converter.TransactionDataImporterOptions, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
 	enc := simplifiedchinese.GB18030
 	reader := transform.NewReader(bytes.NewReader(data), enc.NewDecoder())
 
-	dataTable, err := c.createNewAlipayBasicDataTable(ctx, reader, c.fileHeaderLine, c.dataHeaderStartContent, c.dataBottomEndLineRune)
+	csvDataTable, err := csv.CreateNewCsvBasicDataTable(ctx, reader, false)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	dataTable, err := createNewAlipayTransactionBasicDataTable(ctx, csvDataTable, c.fileHeaderLine, c.dataHeaderStartContent, c.dataBottomEndLineRune)
 
 	if err != nil {
 		return nil, nil, nil, nil, nil, nil, err
@@ -81,82 +84,5 @@ func (c *alipayTransactionDataCsvFileImporter) ParseImportedData(ctx core.Contex
 	transactionDataTable := datatable.CreateNewTransactionDataTableFromCommonDataTable(commonDataTable, alipayTransactionSupportedColumns, transactionRowParser)
 	dataTableImporter := converter.CreateNewSimpleImporterWithTypeNameMapping(alipayTransactionTypeNameMapping)
 
-	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezoneOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
-}
-
-func (c *alipayTransactionDataCsvFileImporter) createNewAlipayBasicDataTable(ctx core.Context, reader io.Reader, fileHeaderLine string, dataHeaderStartContent string, dataBottomEndLineRune rune) (datatable.BasicDataTable, error) {
-	csvReader := csv.NewReader(reader)
-	csvReader.FieldsPerRecord = -1
-
-	allOriginalLines := make([][]string, 0)
-	hasFileHeader := false
-	foundContentBeforeDataHeaderLine := false
-
-	for {
-		items, err := csvReader.Read()
-
-		if err == io.EOF {
-			break
-		}
-
-		if err != nil {
-			log.Errorf(ctx, "[alipay_transaction_data_csv_file_importer.createNewAlipayBasicDataTable] cannot parse alipay csv data, because %s", err.Error())
-			return nil, errs.ErrInvalidCSVFile
-		}
-
-		if !hasFileHeader {
-			if len(items) <= 0 {
-				continue
-			} else if strings.Index(items[0], fileHeaderLine) == 0 {
-				hasFileHeader = true
-				continue
-			} else {
-				log.Warnf(ctx, "[alipay_transaction_data_csv_file_importer.createNewAlipayBasicDataTable] read unexpected line before read file header, line content is %s", strings.Join(items, ","))
-				continue
-			}
-		}
-
-		if !foundContentBeforeDataHeaderLine {
-			if len(items) <= 0 {
-				continue
-			} else if strings.Index(items[0], dataHeaderStartContent) >= 0 {
-				foundContentBeforeDataHeaderLine = true
-				continue
-			} else {
-				continue
-			}
-		}
-
-		if foundContentBeforeDataHeaderLine {
-			if len(items) <= 0 {
-				continue
-			} else if len(items) == 1 && dataBottomEndLineRune > 0 && utils.ContainsOnlyOneRune(items[0], dataBottomEndLineRune) {
-				break
-			}
-
-			for i := 0; i < len(items); i++ {
-				items[i] = strings.Trim(items[i], " ")
-			}
-
-			if len(allOriginalLines) > 0 && len(items) < len(allOriginalLines[0]) {
-				log.Errorf(ctx, "[alipay_transaction_data_csv_file_importer.createNewAlipayBasicDataTable] cannot parse row \"index:%d\", because may missing some columns (column count %d in data row is less than header column count %d)", len(allOriginalLines), len(items), len(allOriginalLines[0]))
-				return nil, errs.ErrFewerFieldsInDataRowThanInHeaderRow
-			}
-
-			allOriginalLines = append(allOriginalLines, items)
-		}
-	}
-
-	if !hasFileHeader || !foundContentBeforeDataHeaderLine {
-		return nil, errs.ErrInvalidFileHeader
-	}
-
-	if len(allOriginalLines) < 2 {
-		log.Errorf(ctx, "[alipay_transaction_data_csv_file_importer.createNewAlipayBasicDataTable] cannot parse import data, because data table row count is less 1")
-		return nil, errs.ErrNotFoundTransactionDataInFile
-	}
-
-	dataTable := csvdatatable.CreateNewCustomCsvBasicDataTable(allOriginalLines)
-
-	return dataTable, nil
+	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezone, additionalOptions, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
 }

pkg/converters/alipay/alipay_transaction_data_csv_file_importer_test.go

@@ -8,6 +8,7 @@ import (
 
 	"golang.org/x/text/encoding/simplifiedchinese"
 
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 	"github.com/mayswind/ezbookkeeping/pkg/models"
@@ -15,7 +16,7 @@ import (
 )
 
 func TestAlipayCsvFileImporterParseImportedData_MinimumValidData(t *testing.T) {
-	converter := AlipayWebTransactionDataCsvFileImporter
+	importer := AlipayWebTransactionDataCsvFileImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -35,7 +36,7 @@ func TestAlipayCsvFileImporterParseImportedData_MinimumValidData(t *testing.T) {
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
 
-	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := converter.ParseImportedData(context, user, []byte(data), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := importer.ParseImportedData(context, user, []byte(data), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 4, len(allNewTransactions))
@@ -94,7 +95,7 @@ func TestAlipayCsvFileImporterParseImportedData_MinimumValidData(t *testing.T) {
 }
 
 func TestAlipayCsvFileImporterParseImportedData_ParseRefundTransaction(t *testing.T) {
-	converter := AlipayWebTransactionDataCsvFileImporter
+	importer := AlipayWebTransactionDataCsvFileImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -102,6 +103,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseRefundTransaction(t *testin
 		DefaultCurrency: "CNY",
 	}
 
+	// refund
 	data1, err := simplifiedchinese.GB18030.NewEncoder().String("支付宝交易记录明细查询\n" +
 		"账号:[xxx@xxx.xxx]\n" +
 		"起始日期:[2024-01-01 00:00:00]    终止日期:[2024-09-01 23:59:59]\n" +
@@ -111,7 +113,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseRefundTransaction(t *testin
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
 
-	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(data1), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(data1), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 
 	assert.Equal(t, int64(1234567890), allNewTransactions[0].Uid)
@@ -121,6 +123,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseRefundTransaction(t *testin
 	assert.Equal(t, "", allNewTransactions[0].OriginalSourceAccountName)
 	assert.Equal(t, "", allNewTransactions[0].OriginalCategoryName)
 
+	// tax refund
 	data2, err := simplifiedchinese.GB18030.NewEncoder().String("支付宝交易记录明细查询\n" +
 		"账号:[xxx@xxx.xxx]\n" +
 		"起始日期:[2024-01-01 00:00:00]    终止日期:[2024-09-01 23:59:59]\n" +
@@ -130,7 +133,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseRefundTransaction(t *testin
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
 
-	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data2), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data2), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 
 	assert.Equal(t, int64(1234567890), allNewTransactions[0].Uid)
@@ -141,8 +144,48 @@ func TestAlipayCsvFileImporterParseImportedData_ParseRefundTransaction(t *testin
 	assert.Equal(t, "", allNewTransactions[0].OriginalCategoryName)
 }
 
+func TestAlipayCsvFileImporterParseImportedData_ParseInvestmentRefundTransaction(t *testing.T) {
+	importer := AlipayAppTransactionDataCsvFileImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	data1, err := simplifiedchinese.GB18030.NewEncoder().String("------------------------------------------------------------------------------------\n" +
+		"导出信息：\n" +
+		"姓名：xxx\n" +
+		"支付宝账户：xxx@xxx.xxx\n" +
+		"起始时间：[2024-01-01 00:00:00]    终止时间：[2024-09-01 23:59:59]\n" +
+		"导出交易类型：[全部]\n" +
+		"------------------------支付宝（中国）网络技术有限公司  电子客户回单------------------------\n" +
+		"交易时间,交易对方,商品说明,收/支,金额,收/付款方式,交易状态,\n" +
+		"2024-09-01 01:00:00,Test Account2,xxx-买入,不计收支,0.01,Test Account,退款成功,\n" +
+		"2024-09-01 02:00:00,Test Account2,xxx-买入退款,不计收支,0.01,Test Account,退款成功,\n")
+
+	allNewTransactions, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(data1), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
+	assert.Nil(t, err)
+
+	assert.Equal(t, 2, len(allNewTransactions))
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[0].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[0].Type)
+	assert.Equal(t, "2024-09-01 01:00:00", utils.FormatUnixTimeToLongDateTime(utils.GetUnixTimeFromTransactionTime(allNewTransactions[0].TransactionTime), time.UTC))
+	assert.Equal(t, int64(1), allNewTransactions[0].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[0].OriginalSourceAccountName)
+	assert.Equal(t, "Test Account2", allNewTransactions[0].OriginalDestinationAccountName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[1].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[1].Type)
+	assert.Equal(t, "2024-09-01 02:00:00", utils.FormatUnixTimeToLongDateTime(utils.GetUnixTimeFromTransactionTime(allNewTransactions[1].TransactionTime), time.UTC))
+	assert.Equal(t, int64(1), allNewTransactions[1].Amount)
+	assert.Equal(t, "Test Account2", allNewTransactions[1].OriginalSourceAccountName)
+	assert.Equal(t, "Test Account", allNewTransactions[1].OriginalDestinationAccountName)
+}
+
 func TestAlipayCsvFileImporterParseImportedData_ParseInvalidTime(t *testing.T) {
-	converter := AlipayWebTransactionDataCsvFileImporter
+	importer := AlipayWebTransactionDataCsvFileImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -159,7 +202,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseInvalidTime(t *testing.T) {
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data1), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data1), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrTransactionTimeInvalid.Message)
 
 	data2, err := simplifiedchinese.GB18030.NewEncoder().String("支付宝交易记录明细查询\n" +
@@ -171,12 +214,12 @@ func TestAlipayCsvFileImporterParseImportedData_ParseInvalidTime(t *testing.T) {
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data2), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data2), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrTransactionTimeInvalid.Message)
 }
 
 func TestAlipayCsvFileImporterParseImportedData_ParseInvalidType(t *testing.T) {
-	converter := AlipayWebTransactionDataCsvFileImporter
+	importer := AlipayWebTransactionDataCsvFileImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -193,12 +236,12 @@ func TestAlipayCsvFileImporterParseImportedData_ParseInvalidType(t *testing.T) {
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrNotFoundTransactionDataInFile.Message)
 }
 
 func TestAlipayCsvFileImporterParseImportedData_ParseAccountName(t *testing.T) {
-	converter := AlipayWebTransactionDataCsvFileImporter
+	importer := AlipayWebTransactionDataCsvFileImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -216,7 +259,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseAccountName(t *testing.T) {
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
 
-	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(data1), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(data1), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 1, len(allNewTransactions))
@@ -232,7 +275,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseAccountName(t *testing.T) {
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
 
-	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data2), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data2), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 1, len(allNewTransactions))
@@ -248,7 +291,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseAccountName(t *testing.T) {
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
 
-	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data3), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data3), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 1, len(allNewTransactions))
@@ -265,7 +308,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseAccountName(t *testing.T) {
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
 
-	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data4), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data4), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 1, len(allNewTransactions))
@@ -282,7 +325,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseAccountName(t *testing.T) {
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
 
-	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data5), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data5), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 1, len(allNewTransactions))
@@ -299,7 +342,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseAccountName(t *testing.T) {
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
 
-	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data6), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data6), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 1, len(allNewTransactions))
@@ -316,7 +359,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseAccountName(t *testing.T) {
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
 
-	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data7), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data7), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 1, len(allNewTransactions))
@@ -325,7 +368,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseAccountName(t *testing.T) {
 }
 
 func TestAlipayCsvFileImporterParseImportedData_ParseCategory(t *testing.T) {
-	converter := AlipayAppTransactionDataCsvFileImporter
+	importer := AlipayAppTransactionDataCsvFileImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -346,7 +389,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseCategory(t *testing.T) {
 		"2024-09-01 23:59:59,Test Category3,充值-普通充值,不计收支,0.05,交易成功,\n")
 	assert.Nil(t, err)
 
-	allNewTransactions, _, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, _, err := converter.ParseImportedData(context, user, []byte(data1), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, _, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, _, err := importer.ParseImportedData(context, user, []byte(data1), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 3, len(allNewTransactions))
@@ -365,7 +408,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseCategory(t *testing.T) {
 }
 
 func TestAlipayCsvFileImporterParseImportedData_ParseRelatedAccount(t *testing.T) {
-	converter := AlipayAppTransactionDataCsvFileImporter
+	importer := AlipayAppTransactionDataCsvFileImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -380,42 +423,114 @@ func TestAlipayCsvFileImporterParseImportedData_ParseRelatedAccount(t *testing.T
 		"起始时间：[2024-01-01 00:00:00]    终止时间：[2024-09-01 23:59:59]\n" +
 		"导出交易类型：[全部]\n" +
 		"------------------------支付宝（中国）网络技术有限公司  电子客户回单------------------------\n" +
-		"交易时间,商品说明,收/支,金额,收/付款方式,交易状态,\n" +
-		"2024-09-01 03:45:07,余额宝-单次转入,不计收支,0.01,Test Account,交易成功,\n" +
-		"2024-09-01 05:07:29,信用卡还款,不计收支,0.02,Test Account2,交易成功,\n")
+		"交易时间,交易对方,商品说明,收/支,金额,收/付款方式,交易状态,备注,\n" +
+		"2024-09-01 00:00:00,xxx,xxx-收益发放,不计收支,0.01,Test Account,交易成功,earning,\n" +
+		"2024-09-01 01:00:00,Test Account2,xxx-买入,不计收支,0.01,Test Account,交易成功,purchase investment,\n" +
+		"2024-09-01 02:00:00,Test Account2,xxx-卖出至xxx,不计收支,0.01,Test Account,交易成功,sell investment,\n" +
+		"2024-09-01 03:00:00,xxx,充值-普通充值,不计收支,0.01,Test Account,交易成功,transfer to alipay wallet,\n" +
+		"2024-09-01 04:00:00,Test Account3,提现-实时提现,不计收支,0.01,Test Account,交易成功,transfer from alipay wallet,\n" +
+		"2024-09-01 05:00:00,Test Account3,xxx-单次转入,不计收支,0.01,Test Account,交易成功,transfer in,\n" +
+		"2024-09-01 06:00:00,Test Account3,xxx-转出到银行卡,不计收支,0.01,Test Account,交易成功,transfer out,\n" +
+		"2024-09-01 07:00:00,Test Account3,转账xxx,不计收支,0.01,Test Account,交易成功,transfer,\n" +
+		"2024-09-01 08:00:00,Test Account4,信用卡还款,不计收支,0.01,Test Account,还款成功,repayment,\n")
 	assert.Nil(t, err)
 
-	allNewTransactions, allNewAccounts, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(data1), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, allNewAccounts, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(data1), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 
-	assert.Equal(t, 2, len(allNewTransactions))
-	assert.Equal(t, 3, len(allNewAccounts))
+	assert.Equal(t, 9, len(allNewTransactions))
+	assert.Equal(t, 6, len(allNewAccounts))
 
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_INCOME, allNewTransactions[0].Type)
 	assert.Equal(t, int64(1234567890), allNewTransactions[0].Uid)
 	assert.Equal(t, int64(1), allNewTransactions[0].Amount)
 	assert.Equal(t, "Test Account", allNewTransactions[0].OriginalSourceAccountName)
 	assert.Equal(t, "", allNewTransactions[0].OriginalDestinationAccountName)
+	assert.Equal(t, "earning", allNewTransactions[0].Comment)
 
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[1].Type)
 	assert.Equal(t, int64(1234567890), allNewTransactions[1].Uid)
-	assert.Equal(t, int64(2), allNewTransactions[1].Amount)
-	assert.Equal(t, "Test Account2", allNewTransactions[1].OriginalSourceAccountName)
-	assert.Equal(t, "", allNewTransactions[1].OriginalDestinationAccountName)
+	assert.Equal(t, int64(1), allNewTransactions[1].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[1].OriginalSourceAccountName)
+	assert.Equal(t, "Test Account2", allNewTransactions[1].OriginalDestinationAccountName)
+	assert.Equal(t, "purchase investment", allNewTransactions[1].Comment)
+
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[2].Type)
+	assert.Equal(t, int64(1234567890), allNewTransactions[2].Uid)
+	assert.Equal(t, int64(1), allNewTransactions[2].Amount)
+	assert.Equal(t, "Test Account2", allNewTransactions[2].OriginalSourceAccountName)
+	assert.Equal(t, "Test Account", allNewTransactions[2].OriginalDestinationAccountName)
+	assert.Equal(t, "sell investment", allNewTransactions[2].Comment)
+
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[3].Type)
+	assert.Equal(t, int64(1234567890), allNewTransactions[3].Uid)
+	assert.Equal(t, int64(1), allNewTransactions[3].Amount)
+	assert.Equal(t, "", allNewTransactions[3].OriginalSourceAccountName)
+	assert.Equal(t, "Alipay", allNewTransactions[3].OriginalDestinationAccountName)
+	assert.Equal(t, "transfer to alipay wallet", allNewTransactions[3].Comment)
+
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[4].Type)
+	assert.Equal(t, int64(1234567890), allNewTransactions[4].Uid)
+	assert.Equal(t, int64(1), allNewTransactions[4].Amount)
+	assert.Equal(t, "Alipay", allNewTransactions[4].OriginalSourceAccountName)
+	assert.Equal(t, "Test Account3", allNewTransactions[4].OriginalDestinationAccountName)
+	assert.Equal(t, "transfer from alipay wallet", allNewTransactions[4].Comment)
+
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[5].Type)
+	assert.Equal(t, int64(1234567890), allNewTransactions[5].Uid)
+	assert.Equal(t, int64(1), allNewTransactions[5].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[5].OriginalSourceAccountName)
+	assert.Equal(t, "Test Account3", allNewTransactions[5].OriginalDestinationAccountName)
+	assert.Equal(t, "transfer in", allNewTransactions[5].Comment)
+
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[6].Type)
+	assert.Equal(t, int64(1234567890), allNewTransactions[6].Uid)
+	assert.Equal(t, int64(1), allNewTransactions[6].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[6].OriginalSourceAccountName)
+	assert.Equal(t, "Test Account3", allNewTransactions[6].OriginalDestinationAccountName)
+	assert.Equal(t, "transfer out", allNewTransactions[6].Comment)
+
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[7].Type)
+	assert.Equal(t, int64(1234567890), allNewTransactions[7].Uid)
+	assert.Equal(t, int64(1), allNewTransactions[7].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[7].OriginalSourceAccountName)
+	assert.Equal(t, "Test Account3", allNewTransactions[7].OriginalDestinationAccountName)
+	assert.Equal(t, "transfer", allNewTransactions[7].Comment)
+
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[8].Type)
+	assert.Equal(t, int64(1234567890), allNewTransactions[8].Uid)
+	assert.Equal(t, int64(1), allNewTransactions[8].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[8].OriginalSourceAccountName)
+	assert.Equal(t, "Test Account4", allNewTransactions[8].OriginalDestinationAccountName)
+	assert.Equal(t, "repayment", allNewTransactions[8].Comment)
 
 	assert.Equal(t, int64(1234567890), allNewAccounts[0].Uid)
 	assert.Equal(t, "Test Account", allNewAccounts[0].Name)
 	assert.Equal(t, "CNY", allNewAccounts[0].Currency)
 
 	assert.Equal(t, int64(1234567890), allNewAccounts[1].Uid)
-	assert.Equal(t, "", allNewAccounts[1].Name)
+	assert.Equal(t, "Test Account2", allNewAccounts[1].Name)
 	assert.Equal(t, "CNY", allNewAccounts[1].Currency)
 
 	assert.Equal(t, int64(1234567890), allNewAccounts[2].Uid)
-	assert.Equal(t, "Test Account2", allNewAccounts[2].Name)
+	assert.Equal(t, "", allNewAccounts[2].Name)
 	assert.Equal(t, "CNY", allNewAccounts[2].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[3].Uid)
+	assert.Equal(t, "Alipay", allNewAccounts[3].Name)
+	assert.Equal(t, "CNY", allNewAccounts[3].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[4].Uid)
+	assert.Equal(t, "Test Account3", allNewAccounts[4].Name)
+	assert.Equal(t, "CNY", allNewAccounts[4].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[5].Uid)
+	assert.Equal(t, "Test Account4", allNewAccounts[5].Name)
+	assert.Equal(t, "CNY", allNewAccounts[5].Currency)
 }
 
 func TestAlipayCsvFileImporterParseImportedData_ParseDescription(t *testing.T) {
-	converter := AlipayWebTransactionDataCsvFileImporter
+	importer := AlipayWebTransactionDataCsvFileImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -432,7 +547,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseDescription(t *testing.T) {
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
 
-	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(data1), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(data1), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 1, len(allNewTransactions))
@@ -447,7 +562,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseDescription(t *testing.T) {
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
 
-	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data2), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data2), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 1, len(allNewTransactions))
@@ -455,7 +570,7 @@ func TestAlipayCsvFileImporterParseImportedData_ParseDescription(t *testing.T) {
 }
 
 func TestAlipayCsvFileImporterParseImportedData_SkipClosedIncomeOrTransferTransaction(t *testing.T) {
-	converter := AlipayWebTransactionDataCsvFileImporter
+	importer := AlipayWebTransactionDataCsvFileImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -472,12 +587,12 @@ func TestAlipayCsvFileImporterParseImportedData_SkipClosedIncomeOrTransferTransa
 		"2024-09-01 23:59:59 ,充值-普通充值             ,0.05   ,不计收支    ,交易关闭    ,\n" +
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrNotFoundTransactionDataInFile.Message)
 }
 
 func TestAlipayCsvFileImporterParseImportedData_SkipUnknownProductTransferTransaction(t *testing.T) {
-	converter := AlipayWebTransactionDataCsvFileImporter
+	importer := AlipayWebTransactionDataCsvFileImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -493,12 +608,12 @@ func TestAlipayCsvFileImporterParseImportedData_SkipUnknownProductTransferTransa
 		"2024-09-01 23:59:59 ,xxxx                ,0.05   ,不计收支    ,交易成功    ,\n" +
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrNotFoundTransactionDataInFile.Message)
 }
 
 func TestAlipayCsvFileImporterParseImportedData_SkipUnknownStatusTransaction(t *testing.T) {
-	converter := AlipayWebTransactionDataCsvFileImporter
+	importer := AlipayWebTransactionDataCsvFileImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -514,12 +629,12 @@ func TestAlipayCsvFileImporterParseImportedData_SkipUnknownStatusTransaction(t *
 		"2024-09-01 01:23:45 ,xxxx            ,0.12   ,收入      ,xxxx    ,\n" +
 		"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrNotFoundTransactionDataInFile.Message)
 }
 
 func TestAlipayCsvFileImporterParseImportedData_MissingFileHeader(t *testing.T) {
-	converter := AlipayWebTransactionDataCsvFileImporter
+	importer := AlipayWebTransactionDataCsvFileImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -533,15 +648,15 @@ func TestAlipayCsvFileImporterParseImportedData_MissingFileHeader(t *testing.T)
 			"------------------------------------------------------------------------------------\n")
 	assert.Nil(t, err)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrInvalidFileHeader.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(""), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(""), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrInvalidFileHeader.Message)
 }
 
 func TestAlipayCsvFileImporterParseImportedData_MissingRequiredColumn(t *testing.T) {
-	converter := AlipayWebTransactionDataCsvFileImporter
+	importer := AlipayWebTransactionDataCsvFileImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -557,7 +672,7 @@ func TestAlipayCsvFileImporterParseImportedData_MissingRequiredColumn(t *testing
 		"金额（元）,收/支     ,交易状态    ,\n" +
 		"0.12   ,收入      ,交易成功    ,\n" +
 		"------------------------------------------------------------------------------------\n")
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data1), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data1), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrMissingRequiredFieldInHeaderRow.Message)
 
 	// Missing Amount Column
@@ -568,7 +683,7 @@ func TestAlipayCsvFileImporterParseImportedData_MissingRequiredColumn(t *testing
 		"交易创建时间              ,收/支     ,交易状态    ,\n" +
 		"2024-09-01 12:34:56 ,收入      ,交易成功    ,\n" +
 		"------------------------------------------------------------------------------------\n")
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data2), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data2), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrMissingRequiredFieldInHeaderRow.Message)
 
 	// Missing Status Column
@@ -579,7 +694,7 @@ func TestAlipayCsvFileImporterParseImportedData_MissingRequiredColumn(t *testing
 		"交易创建时间              ,金额（元）,收/支     ,\n" +
 		"2024-09-01 12:34:56 ,0.12   ,收入      ,\n" +
 		"------------------------------------------------------------------------------------\n")
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data3), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data3), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrMissingRequiredFieldInHeaderRow.Message)
 
 	// Missing Type Column
@@ -590,12 +705,12 @@ func TestAlipayCsvFileImporterParseImportedData_MissingRequiredColumn(t *testing
 		"交易创建时间              ,金额（元）,交易状态    ,\n" +
 		"2024-09-01 12:34:56 ,0.12   ,交易成功    ,\n" +
 		"------------------------------------------------------------------------------------\n")
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data4), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data4), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrMissingRequiredFieldInHeaderRow.Message)
 }
 
 func TestAlipayCsvFileImporterParseImportedData_NoTransactionData(t *testing.T) {
-	converter := AlipayWebTransactionDataCsvFileImporter
+	importer := AlipayWebTransactionDataCsvFileImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -609,6 +724,6 @@ func TestAlipayCsvFileImporterParseImportedData_NoTransactionData(t *testing.T)
 		"---------------------------------交易记录明细列表------------------------------------\n" +
 		"交易创建时间              ,金额（元）,收/支     ,交易状态    ,\n" +
 		"------------------------------------------------------------------------------------\n")
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(data1), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(data1), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrNotFoundTransactionDataInFile.Message)
 }

pkg/converters/alipay/alipay_transaction_data_extrator.go

@@ -0,0 +1,78 @@
+package alipay
+
+import (
+	"strings"
+
+	"github.com/mayswind/ezbookkeeping/pkg/converters/csv"
+	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+func createNewAlipayTransactionBasicDataTable(ctx core.Context, originalDataTable datatable.BasicDataTable, fileHeaderLine string, dataHeaderStartContent []string, dataBottomEndLineRune rune) (datatable.BasicDataTable, error) {
+	iterator := originalDataTable.DataRowIterator()
+	allOriginalLines := make([][]string, 0)
+	hasFileHeader := false
+	foundContentBeforeDataHeaderLine := false
+
+	for iterator.HasNext() {
+		row := iterator.Next()
+
+		if !hasFileHeader {
+			if row.ColumnCount() <= 0 {
+				continue
+			} else if strings.Index(row.GetData(0), fileHeaderLine) == 0 {
+				hasFileHeader = true
+				continue
+			} else {
+				log.Warnf(ctx, "[alipay_transaction_data_extrator.createNewAlipayTransactionBasicDataTable] read unexpected line in row \"%s\" before read file header", iterator.CurrentRowId())
+				continue
+			}
+		}
+
+		if !foundContentBeforeDataHeaderLine {
+			if row.ColumnCount() <= 0 {
+				continue
+			} else if utils.ContainsAnyString(row.GetData(0), dataHeaderStartContent) {
+				foundContentBeforeDataHeaderLine = true
+				continue
+			} else {
+				continue
+			}
+		}
+
+		if foundContentBeforeDataHeaderLine {
+			if row.ColumnCount() <= 0 {
+				continue
+			} else if row.ColumnCount() == 1 && dataBottomEndLineRune > 0 && utils.ContainsOnlyOneRune(row.GetData(0), dataBottomEndLineRune) {
+				break
+			}
+
+			items := make([]string, row.ColumnCount())
+
+			for i := 0; i < row.ColumnCount(); i++ {
+				items[i] = strings.Trim(row.GetData(i), " ")
+			}
+
+			if len(allOriginalLines) > 0 && len(items) < len(allOriginalLines[0]) {
+				log.Errorf(ctx, "[alipay_transaction_data_extrator.createNewAlipayTransactionBasicDataTable] cannot parse row \"%s\", because may missing some columns (column count %d in data row is less than header column count %d)", iterator.CurrentRowId(), len(items), len(allOriginalLines[0]))
+				return nil, errs.ErrFewerFieldsInDataRowThanInHeaderRow
+			}
+
+			allOriginalLines = append(allOriginalLines, items)
+		}
+	}
+
+	if !hasFileHeader || !foundContentBeforeDataHeaderLine {
+		return nil, errs.ErrInvalidFileHeader
+	}
+
+	if len(allOriginalLines) < 2 {
+		log.Errorf(ctx, "[alipay_transaction_data_extrator.createNewAlipayTransactionBasicDataTable] cannot parse import data, because data table row count is less 1")
+		return nil, errs.ErrNotFoundTransactionDataInFile
+	}
+
+	return csv.CreateNewCustomCsvBasicDataTable(allOriginalLines, true), nil
+}

pkg/converters/alipay/alipay_transaction_data_row_parser.go

@@ -13,15 +13,21 @@ import (
 
 const alipayTransactionDataStatusSuccessName = "交易成功"
 const alipayTransactionDataStatusPaymentSuccessName = "支付成功"
+const alipayTransactionDataStatusPendingGoodsReceiptConfirmationName = "等待确认收货"
 const alipayTransactionDataStatusRepaymentSuccessName = "还款成功"
 const alipayTransactionDataStatusClosedName = "交易关闭"
 const alipayTransactionDataStatusRefundSuccessName = "退款成功"
 const alipayTransactionDataStatusTaxRefundSuccessName = "退税成功"
 
+const alipayTransactionDataProductNameEarningText = "-收益发放"
+const alipayTransactionDataProductNamePurchaseInvestmentText = "-买入"
+const alipayTransactionDataProductNamePurchaseInvestmentRefundText = "-买入退款"
+const alipayTransactionDataProductNameSellInvestmentRefundText = "-卖出"
 const alipayTransactionDataProductNameTransferToAlipayPrefix = "充值-"
 const alipayTransactionDataProductNameTransferFromAlipayPrefix = "提现-"
 const alipayTransactionDataProductNameTransferInText = "转入"
 const alipayTransactionDataProductNameTransferOutText = "转出"
+const alipayTransactionDataProductNameTransferText = "转账"
 const alipayTransactionDataProductNameRepaymentText = "还款"
 
 // alipayTransactionDataRowParser defines the structure of alipay transaction data row parser
@@ -41,6 +47,7 @@ func (p *alipayTransactionDataRowParser) Parse(ctx core.Context, user *models.Us
 
 	if dataRow.GetData(p.columns.statusColumnName) != alipayTransactionDataStatusSuccessName &&
 		dataRow.GetData(p.columns.statusColumnName) != alipayTransactionDataStatusPaymentSuccessName &&
+		dataRow.GetData(p.columns.statusColumnName) != alipayTransactionDataStatusPendingGoodsReceiptConfirmationName &&
 		dataRow.GetData(p.columns.statusColumnName) != alipayTransactionDataStatusRepaymentSuccessName &&
 		dataRow.GetData(p.columns.statusColumnName) != alipayTransactionDataStatusClosedName &&
 		dataRow.GetData(p.columns.statusColumnName) != alipayTransactionDataStatusRefundSuccessName &&
@@ -127,11 +134,29 @@ func (p *alipayTransactionDataRowParser) Parse(ctx core.Context, user *models.Us
 			}
 
 			if statusName == alipayTransactionDataStatusRefundSuccessName {
-				data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = alipayTransactionTypeNameMapping[models.TRANSACTION_TYPE_INCOME]
-				data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = relatedAccountName
-				data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = ""
+				if len(productName) > len(alipayTransactionDataProductNamePurchaseInvestmentText) && strings.Index(productName, alipayTransactionDataProductNamePurchaseInvestmentText) == len(productName)-len(alipayTransactionDataProductNamePurchaseInvestmentText) { // purchase investment
+					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = relatedAccountName
+					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = targetName
+				} else if len(productName) > len(alipayTransactionDataProductNamePurchaseInvestmentRefundText) && strings.Index(productName, alipayTransactionDataProductNamePurchaseInvestmentRefundText) == len(productName)-len(alipayTransactionDataProductNamePurchaseInvestmentRefundText) { // purchase investment refund
+					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = targetName
+					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = relatedAccountName
+				} else {
+					data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = alipayTransactionTypeNameMapping[models.TRANSACTION_TYPE_INCOME]
+					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = relatedAccountName
+					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = ""
+				}
 			} else {
-				if strings.Index(productName, alipayTransactionDataProductNameTransferToAlipayPrefix) == 0 { // transfer to alipay wallet
+				if len(productName) > len(alipayTransactionDataProductNameEarningText) && strings.Index(productName, alipayTransactionDataProductNameEarningText) == len(productName)-len(alipayTransactionDataProductNameEarningText) { // earning
+					data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = alipayTransactionTypeNameMapping[models.TRANSACTION_TYPE_INCOME]
+					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = relatedAccountName
+					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = targetName
+				} else if len(productName) > len(alipayTransactionDataProductNamePurchaseInvestmentText) && strings.Index(productName, alipayTransactionDataProductNamePurchaseInvestmentText) == len(productName)-len(alipayTransactionDataProductNamePurchaseInvestmentText) { // purchase investment
+					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = relatedAccountName
+					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = targetName
+				} else if strings.Index(productName, alipayTransactionDataProductNameSellInvestmentRefundText) >= 0 { // sell investment
+					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = targetName
+					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = relatedAccountName
+				} else if strings.Index(productName, alipayTransactionDataProductNameTransferToAlipayPrefix) == 0 { // transfer to alipay wallet
 					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = ""
 					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = localeTextItems.DataConverterTextItems.Alipay
 				} else if strings.Index(productName, alipayTransactionDataProductNameTransferFromAlipayPrefix) == 0 { // transfer from alipay wallet
@@ -143,6 +168,9 @@ func (p *alipayTransactionDataRowParser) Parse(ctx core.Context, user *models.Us
 				} else if strings.Index(productName, alipayTransactionDataProductNameTransferOutText) >= 0 { // transfer out
 					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = relatedAccountName
 					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = targetName
+				} else if strings.Index(productName, alipayTransactionDataProductNameTransferText) >= 0 { // transfer
+					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = relatedAccountName
+					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = targetName
 				} else if strings.Index(productName, alipayTransactionDataProductNameRepaymentText) >= 0 { // repayment
 					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = relatedAccountName
 					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = targetName

pkg/converters/alipay/alipay_web_transaction_data_csv_file_importer.go

@@ -10,7 +10,7 @@ var (
 	AlipayWebTransactionDataCsvFileImporter = &alipayWebTransactionDataCsvFileImporter{
 		alipayTransactionDataCsvFileImporter{
 			fileHeaderLine:         "支付宝交易记录明细查询",
-			dataHeaderStartContent: "交易记录明细列表",
+			dataHeaderStartContent: []string{"交易记录明细列表"},
 			dataBottomEndLineRune:  '-',
 			originalColumnNames: alipayTransactionColumnNames{
 				timeColumnName:           "交易创建时间",

pkg/converters/beancount/beancount_amount_expression_evaluator.go

@@ -1,15 +1,20 @@
 package beancount
 
 import (
-	"fmt"
-	"strconv"
+	"math/big"
 	"strings"
 
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
 )
 
+const maxAllowedDecimalCount = 6
+const normalizeFactor = int64(1000000)
+const normalizedDecimalsMaxZeroString = "000000"
+const normalizedNumberToAmountFactor = int64(10000) // 1000000 / 100
+
 var operatorPriority = map[rune]int{
 	'+': 1,
 	'-': 1,
@@ -17,6 +22,44 @@ var operatorPriority = map[rune]int{
 	'/': 2,
 }
 
+func normalizeNumber(textualNumber string) (*big.Int, error) {
+	decimalSeparatorPos := strings.Index(textualNumber, ".")
+
+	if decimalSeparatorPos < 0 {
+		result := big.NewInt(0)
+		_, ok := result.SetString(textualNumber+normalizedDecimalsMaxZeroString, 10)
+
+		if !ok {
+			return nil, errs.ErrAmountInvalid
+		}
+
+		return result, nil
+	}
+
+	integer := utils.SubString(textualNumber, 0, decimalSeparatorPos)
+	decimals := utils.SubString(textualNumber, decimalSeparatorPos+1, len(textualNumber))
+
+	if len(decimals) > maxAllowedDecimalCount {
+		return nil, errs.ErrAmountInvalid
+	}
+
+	paddedDecimals := utils.SubString(decimals+normalizedDecimalsMaxZeroString, 0, maxAllowedDecimalCount)
+	result := big.NewInt(0)
+	_, ok := result.SetString(integer+paddedDecimals, 10)
+
+	if !ok {
+		return nil, errs.ErrAmountInvalid
+	}
+
+	return result, nil
+}
+
+func denormalizeNumberToTextualAmount(num *big.Int) string {
+	result := big.NewInt(0).Add(num, big.NewInt(0)) // make a copy of num
+	result = result.Div(result, big.NewInt(normalizedNumberToAmountFactor))
+	return utils.FormatAmount(result.Int64())
+}
+
 func toPostfixExprTokens(ctx core.Context, expr string) ([]string, error) {
 	finalTokens := make([]string, 0)
 	operatorStack := make([]rune, 0)
@@ -117,8 +160,8 @@ func toPostfixExprTokens(ctx core.Context, expr string) ([]string, error) {
 	return finalTokens, nil
 }
 
-func evaluatePostfixExpr(ctx core.Context, tokens []string) (float64, error) {
-	stack := make([]float64, 0)
+func evaluatePostfixExpr(ctx core.Context, tokens []string) (*big.Int, error) {
+	stack := make([]*big.Int, 0)
 
 	for i := 0; i < len(tokens); i++ {
 		token := tokens[i]
@@ -127,7 +170,7 @@ func evaluatePostfixExpr(ctx core.Context, tokens []string) (float64, error) {
 		case "+", "-", "*", "/": // operators
 			if len(stack) < 2 {
 				log.Warnf(ctx, "[beancount_amount_expression_evaluator.evaluatePostfixExpr] cannot evaluate expression \"%s\", because not enough operands", strings.Join(tokens, " "))
-				return 0, errs.ErrInvalidAmountExpression
+				return nil, errs.ErrInvalidAmountExpression
 			}
 
 			// pop the top two operands
@@ -138,39 +181,41 @@ func evaluatePostfixExpr(ctx core.Context, tokens []string) (float64, error) {
 			stack = stack[:len(stack)-1]
 
 			// evaluate the operation
-			var result float64
+			result := big.NewInt(0)
 			switch token {
 			case "+":
-				result = a + b
+				result.Add(a, b)
 			case "-":
-				result = a - b
+				result.Sub(a, b)
 			case "*":
-				result = a * b
+				result.Mul(a, b)
+				result.Div(result, big.NewInt(normalizeFactor))
 			case "/":
-				if b == 0 {
+				if b.Int64() == 0 {
 					log.Warnf(ctx, "[beancount_amount_expression_evaluator.evaluatePostfixExpr] cannot evaluate expression \"%s\", because division by zero", strings.Join(tokens, " "))
-					return 0, errs.ErrInvalidAmountExpression
+					return nil, errs.ErrInvalidAmountExpression
 				}
-				result = a / b
+				result.Mul(a, big.NewInt(normalizeFactor))
+				result.Div(result, b)
 			}
 
 			// push the result back to the stack
 			stack = append(stack, result)
 		default: // operands
-			num, err := strconv.ParseFloat(token, 64)
+			normalizedNum, err := normalizeNumber(token)
 
 			if err != nil {
 				log.Warnf(ctx, "[beancount_amount_expression_evaluator.evaluatePostfixExpr] cannot evaluate expression \"%s\", because containing invalid number", strings.Join(tokens, " "))
-				return 0, errs.ErrInvalidAmountExpression
+				return nil, errs.ErrInvalidAmountExpression
 			}
 
-			stack = append(stack, num)
+			stack = append(stack, normalizedNum)
 		}
 	}
 
 	if len(stack) != 1 {
 		log.Warnf(ctx, "[beancount_amount_expression_evaluator.evaluatePostfixExpr] cannot evaluate expression \"%s\", because missing operator", strings.Join(tokens, " "))
-		return 0, errs.ErrInvalidAmountExpression
+		return nil, errs.ErrInvalidAmountExpression
 	}
 
 	return stack[0], nil
@@ -193,5 +238,5 @@ func evaluateBeancountAmountExpression(ctx core.Context, expr string) (string, e
 		return "", err
 	}
 
-	return fmt.Sprintf("%.2f", result), nil
+	return denormalizeNumberToTextualAmount(result), nil
 }

pkg/converters/beancount/beancount_amount_expression_evaluator_test.go

@@ -1,6 +1,7 @@
 package beancount
 
 import (
+	"math/big"
 	"testing"
 
 	"github.com/stretchr/testify/assert"
@@ -97,23 +98,23 @@ func TestEvaluatePostfixExpr_ValidExpression(t *testing.T) {
 
 	result, err := evaluatePostfixExpr(context, []string{"1", "2", "+"})
 	assert.Nil(t, err)
-	assert.Equal(t, float64(3), result)
+	assert.Equal(t, big.NewInt(3000000), result)
 
 	result, err = evaluatePostfixExpr(context, []string{"5", "3", "-"})
 	assert.Nil(t, err)
-	assert.Equal(t, float64(2), result)
+	assert.Equal(t, big.NewInt(2000000), result)
 
 	result, err = evaluatePostfixExpr(context, []string{"4", "3", "*"})
 	assert.Nil(t, err)
-	assert.Equal(t, float64(12), result)
+	assert.Equal(t, big.NewInt(12000000), result)
 
 	result, err = evaluatePostfixExpr(context, []string{"6", "2", "/"})
 	assert.Nil(t, err)
-	assert.Equal(t, float64(3), result)
+	assert.Equal(t, big.NewInt(3000000), result)
 
 	result, err = evaluatePostfixExpr(context, []string{"1", "2", "3", "*", "+", "4", "2", "/", "-"})
 	assert.Nil(t, err)
-	assert.Equal(t, float64(5), result)
+	assert.Equal(t, big.NewInt(5000000), result)
 }
 
 func TestEvaluatePostfixExpr_InvalidExpression(t *testing.T) {
@@ -179,6 +180,18 @@ func TestEvaluateBeancountAmountExpression_ValidExpression(t *testing.T) {
 	result, err = evaluateBeancountAmountExpression(context, "(((2+3)))*(((((-5+7)))))")
 	assert.Nil(t, err)
 	assert.Equal(t, "10.00", result)
+
+	result, err = evaluateBeancountAmountExpression(context, "3.5+0.1")
+	assert.Nil(t, err)
+	assert.Equal(t, "3.60", result)
+
+	result, err = evaluateBeancountAmountExpression(context, "3.55+0.11")
+	assert.Nil(t, err)
+	assert.Equal(t, "3.66", result)
+
+	result, err = evaluateBeancountAmountExpression(context, "3.555+0.111")
+	assert.Nil(t, err)
+	assert.Equal(t, "3.66", result)
 }
 
 func TestEvaluateBeancountAmountExpression_InvalidExpression(t *testing.T) {
@@ -213,4 +226,10 @@ func TestEvaluateBeancountAmountExpression_InvalidExpression(t *testing.T) {
 
 	_, err = evaluateBeancountAmountExpression(context, "1)*(2")
 	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluateBeancountAmountExpression(context, "0.abcd+1")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluateBeancountAmountExpression(context, "0.1234567+1")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
 }

pkg/converters/beancount/beancount_transaction_data_file_importer.go

@@ -1,6 +1,8 @@
 package beancount
 
 import (
+	"time"
+
 	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/models"
@@ -24,7 +26,7 @@ var (
 )
 
 // ParseImportedData returns the imported data by parsing the Beancount transaction data
-func (c *beancountTransactionDataImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
+func (c *beancountTransactionDataImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezone *time.Location, additionalOptions converter.TransactionDataImporterOptions, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
 	beancountDataReader, err := createNewBeancountDataReader(ctx, data)
 
 	if err != nil {
@@ -45,5 +47,5 @@ func (c *beancountTransactionDataImporter) ParseImportedData(ctx core.Context, u
 
 	dataTableImporter := converter.CreateNewImporterWithTypeNameMapping(beancountTransactionTypeNameMapping, "", "", BEANCOUNT_TRANSACTION_TAG_SEPARATOR)
 
-	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezoneOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezone, additionalOptions, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
 }

pkg/converters/beancount/beancount_transaction_data_file_importer_test.go

@@ -2,9 +2,11 @@ package beancount
 
 import (
 	"testing"
+	"time"
 
 	"github.com/stretchr/testify/assert"
 
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 	"github.com/mayswind/ezbookkeeping/pkg/models"
@@ -12,7 +14,7 @@ import (
 )
 
 func TestBeancountTransactionDataFileParseImportedData_MinimumValidData(t *testing.T) {
-	converter := BeancountTransactionDataImporter
+	importer := BeancountTransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -20,7 +22,7 @@ func TestBeancountTransactionDataFileParseImportedData_MinimumValidData(t *testi
 		DefaultCurrency: "CNY",
 	}
 
-	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := converter.ParseImportedData(context, user, []byte(
+	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := importer.ParseImportedData(context, user, []byte(
 		"2024-09-01 *\n"+
 			"  Equity:Opening-Balances -123.45 CNY\n"+
 			"  Assets:TestAccount 123.45 CNY\n"+
@@ -32,7 +34,7 @@ func TestBeancountTransactionDataFileParseImportedData_MinimumValidData(t *testi
 			"  Expenses:TestCategory2 1.00 CNY\n"+
 			"2024-09-04 *\n"+
 			"  Assets:TestAccount -0.05 CNY\n"+
-			"  Assets:TestAccount2 0.05 CNY\n"), 0, nil, nil, nil, nil, nil)
+			"  Assets:TestAccount2 0.05 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 
 	assert.Nil(t, err)
 
@@ -91,7 +93,7 @@ func TestBeancountTransactionDataFileParseImportedData_MinimumValidData(t *testi
 }
 
 func TestBeancountTransactionDataFileParseImportedData_MinimumValidData2(t *testing.T) {
-	converter := BeancountTransactionDataImporter
+	importer := BeancountTransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -99,7 +101,7 @@ func TestBeancountTransactionDataFileParseImportedData_MinimumValidData2(t *test
 		DefaultCurrency: "CNY",
 	}
 
-	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := converter.ParseImportedData(context, user, []byte(
+	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := importer.ParseImportedData(context, user, []byte(
 		"2024-09-01 *\n"+
 			"  Assets:TestAccount 123.45 CNY\n"+
 			"  Equity:Opening-Balances -123.45 CNY\n"+
@@ -111,7 +113,7 @@ func TestBeancountTransactionDataFileParseImportedData_MinimumValidData2(t *test
 			"  Assets:TestAccount -1.00 CNY\n"+
 			"2024-09-04 *\n"+
 			"  Assets:TestAccount2 0.05 CNY\n"+
-			"  Assets:TestAccount -0.05 CNY\n"), 0, nil, nil, nil, nil, nil)
+			"  Assets:TestAccount -0.05 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 
 	assert.Nil(t, err)
 
@@ -170,7 +172,7 @@ func TestBeancountTransactionDataFileParseImportedData_MinimumValidData2(t *test
 }
 
 func TestBeancountTransactionDataFileParseImportedData_ParseInvalidTime(t *testing.T) {
-	converter := BeancountTransactionDataImporter
+	importer := BeancountTransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -178,15 +180,15 @@ func TestBeancountTransactionDataFileParseImportedData_ParseInvalidTime(t *testi
 		DefaultCurrency: "CNY",
 	}
 
-	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
 		"2024/09/01 *\n"+
 			"  Equity:Opening-Balances -123.45 CNY\n"+
-			"  Assets:TestAccount 123.45 CNY\n"), 0, nil, nil, nil, nil, nil)
+			"  Assets:TestAccount 123.45 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrNotFoundTransactionDataInFile.Message)
 }
 
 func TestBeancountTransactionDataFileParseImportedData_ParseValidCurrency(t *testing.T) {
-	converter := BeancountTransactionDataImporter
+	importer := BeancountTransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -194,10 +196,10 @@ func TestBeancountTransactionDataFileParseImportedData_ParseValidCurrency(t *tes
 		DefaultCurrency: "CNY",
 	}
 
-	allNewTransactions, allNewAccounts, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+	allNewTransactions, allNewAccounts, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
 		"2024-09-01 * \"Payee Name\" \"Hello\nWorld\"\n"+
 			"  Assets:TestAccount -0.12 USD\n"+
-			"  Assets:TestAccount2 0.84 CNY\n"), 0, nil, nil, nil, nil, nil)
+			"  Assets:TestAccount2 0.84 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 
 	assert.Nil(t, err)
 
@@ -222,7 +224,7 @@ func TestBeancountTransactionDataFileParseImportedData_ParseValidCurrency(t *tes
 }
 
 func TestBeancountTransactionDataFileParseImportedData_ParseInvalidAmount(t *testing.T) {
-	converter := BeancountTransactionDataImporter
+	importer := BeancountTransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -230,21 +232,21 @@ func TestBeancountTransactionDataFileParseImportedData_ParseInvalidAmount(t *tes
 		DefaultCurrency: "CNY",
 	}
 
-	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
 		"2024-09-01 *\n"+
 			"  Equity:Opening-Balances -abc CNY\n"+
-			"  Assets:TestAccount abc CNY\n"), 0, nil, nil, nil, nil, nil)
+			"  Assets:TestAccount abc CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		"2024-09-01 *\n"+
 			"  Equity:Opening-Balances -1/0 CNY\n"+
-			"  Assets:TestAccount 1/0 CNY\n"), 0, nil, nil, nil, nil, nil)
+			"  Assets:TestAccount 1/0 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
 }
 
 func TestBeancountTransactionDataFileParseImportedData_ParseDescription(t *testing.T) {
-	converter := BeancountTransactionDataImporter
+	importer := BeancountTransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -252,13 +254,13 @@ func TestBeancountTransactionDataFileParseImportedData_ParseDescription(t *testi
 		DefaultCurrency: "CNY",
 	}
 
-	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+	allNewTransactions, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
 		"2024-09-01 * \"foo    bar\t#test\n\"\n"+
 			"  Equity:Opening-Balances -123.45 CNY\n"+
 			"  Assets:TestAccount 123.45 CNY\n"+
 			"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
 			"  Income:TestCategory -0.12 CNY\n"+
-			"  Assets:TestAccount 0.12 CNY\n"), 0, nil, nil, nil, nil, nil)
+			"  Assets:TestAccount 0.12 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 
 	assert.Nil(t, err)
 
@@ -269,7 +271,7 @@ func TestBeancountTransactionDataFileParseImportedData_ParseDescription(t *testi
 }
 
 func TestBeancountTransactionDataFileParseImportedData_InvalidTransaction(t *testing.T) {
-	converter := BeancountTransactionDataImporter
+	importer := BeancountTransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -277,33 +279,33 @@ func TestBeancountTransactionDataFileParseImportedData_InvalidTransaction(t *tes
 		DefaultCurrency: "CNY",
 	}
 
-	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
 		"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
 			"  Assets:TestAccount 0.11 CNY\n"+
-			"  Assets:TestAccount2 0.11 CNY\n"), 0, nil, nil, nil, nil, nil)
+			"  Assets:TestAccount2 0.11 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
 			"  Expenses:TestCategory -0.11 CNY\n"+
-			"  Expenses:TestCategory2 0.11 CNY\n"), 0, nil, nil, nil, nil, nil)
+			"  Expenses:TestCategory2 0.11 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrThereAreNotSupportedTransactionType.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
 			"  Income:TestCategory -0.11 CNY\n"+
-			"  Income:TestCategory2 0.11 CNY\n"), 0, nil, nil, nil, nil, nil)
+			"  Income:TestCategory2 0.11 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrThereAreNotSupportedTransactionType.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
 			"  Equity:TestCategory -0.11 CNY\n"+
-			"  Equity:TestCategory2 0.11 CNY\n"), 0, nil, nil, nil, nil, nil)
+			"  Equity:TestCategory2 0.11 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrThereAreNotSupportedTransactionType.Message)
 }
 
 func TestBeancountTransactionDataFileParseImportedData_NotSupportedToParseSplitTransaction(t *testing.T) {
-	converter := BeancountTransactionDataImporter
+	importer := BeancountTransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -311,16 +313,16 @@ func TestBeancountTransactionDataFileParseImportedData_NotSupportedToParseSplitT
 		DefaultCurrency: "CNY",
 	}
 
-	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
 		"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
 			"  Assets:TestAccount -0.23 CNY\n"+
 			"  Assets:TestAccount2 0.11 CNY\n"+
-			"  Assets:TestAccount3 0.12 CNY\n"), 0, nil, nil, nil, nil, nil)
+			"  Assets:TestAccount3 0.12 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrNotSupportedSplitTransactions.Message)
 }
 
 func TestBeancountTransactionDataFileParseImportedData_MissingTransactionRequiredData(t *testing.T) {
-	converter := BeancountTransactionDataImporter
+	importer := BeancountTransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -329,30 +331,30 @@ func TestBeancountTransactionDataFileParseImportedData_MissingTransactionRequire
 	}
 
 	// Missing Transaction Time
-	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
 		"* \"narration\"\n"+
 			"  Equity:Opening-Balances -123.45 CNY\n"+
-			"  Assets:TestAccount 123.45 CNY\n"), 0, nil, nil, nil, nil, nil)
+			"  Assets:TestAccount 123.45 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrNotFoundTransactionDataInFile.Message)
 
 	// Missing Account Name
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		"2024-09-01 * \"narration\"\n"+
 			"  Equity:Opening-Balances -123.45 CNY\n"+
-			"   123.45 CNY\n"), 0, nil, nil, nil, nil, nil)
+			"   123.45 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
 
 	// Missing Amount
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		"2024-09-01 * \"narration\"\n"+
 			"  Equity:Opening-Balances\n"+
-			"  Assets:TestAccount\n"), 0, nil, nil, nil, nil, nil)
+			"  Assets:TestAccount\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
 
 	// Missing Commodity
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		"2024-09-01 * \"narration\"\n"+
 			"  Equity:Opening-Balances -123.45\n"+
-			"  Assets:TestAccount 123.45\n"), 0, nil, nil, nil, nil, nil)
+			"  Assets:TestAccount 123.45\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
 }

pkg/converters/camt/camt_data.go

@@ -9,11 +9,20 @@ const (
 	CAMT_INDICATOR_DEBIT  camtCreditDebitIndicator = "DBIT"
 )
 
+type camt052File struct {
+	XMLName                     xml.Name                         `xml:"Document"`
+	BankToCustomerAccountReport *camtBankToCustomerAccountReport `xml:"BkToCstmrAcctRpt"`
+}
+
 type camt053File struct {
 	XMLName                 xml.Name                     `xml:"Document"`
 	BankToCustomerStatement *camtBankToCustomerStatement `xml:"BkToCstmrStmt"`
 }
 
+type camtBankToCustomerAccountReport struct {
+	Statements []*camtStatement `xml:"Rpt"`
+}
+
 type camtBankToCustomerStatement struct {
 	Statements []*camtStatement `xml:"Stmt"`
 }

pkg/converters/camt/camt_data_reader.go

@@ -10,11 +10,30 @@ import (
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 )
 
+// camt052FileReader defines the structure of camt.052 file reader
+type camt052FileReader struct {
+	xmlDecoder *xml.Decoder
+}
+
 // camt053FileReader defines the structure of camt.053 file reader
 type camt053FileReader struct {
 	xmlDecoder *xml.Decoder
 }
 
+// read returns the imported camt.052 data
+// Reference: https://www.iso20022.org/message-set/1196/download
+func (r *camt052FileReader) read(ctx core.Context) (*camt052File, error) {
+	file := &camt052File{}
+
+	err := r.xmlDecoder.Decode(&file)
+
+	if err != nil {
+		return nil, err
+	}
+
+	return file, nil
+}
+
 // read returns the imported camt.053 data
 // Reference: https://www.iso20022.org/message-set/1196/download
 func (r *camt053FileReader) read(ctx core.Context) (*camt053File, error) {
@@ -29,6 +48,19 @@ func (r *camt053FileReader) read(ctx core.Context) (*camt053File, error) {
 	return file, nil
 }
 
+func createNewCamt052FileReader(data []byte) (*camt052FileReader, error) {
+	if len(data) > 5 && data[0] == 0x3C && data[1] == 0x3F && data[2] == 0x78 && data[3] == 0x6D && data[4] == 0x6C { // <?xml
+		xmlDecoder := xml.NewDecoder(bytes.NewReader(data))
+		xmlDecoder.CharsetReader = charset.NewReaderLabel
+
+		return &camt052FileReader{
+			xmlDecoder: xmlDecoder,
+		}, nil
+	}
+
+	return nil, errs.ErrInvalidXmlFile
+}
+
 func createNewCamt053FileReader(data []byte) (*camt053FileReader, error) {
 	if len(data) > 5 && data[0] == 0x3C && data[1] == 0x3F && data[2] == 0x78 && data[3] == 0x6D && data[4] == 0x6C { // <?xml
 		xmlDecoder := xml.NewDecoder(bytes.NewReader(data))

pkg/converters/camt/camt_statement_transaction_data_table.go

@@ -231,7 +231,7 @@ func (t *camtStatementTransactionDataRowIterator) parseTransaction(ctx core.Cont
 		}
 
 		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = utils.FormatUnixTimeToLongDateTime(dateTime.Unix(), dateTime.Location())
-		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] = utils.FormatTimezoneOffset(dateTime.Location())
+		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] = utils.FormatTimezoneOffset(dateTime.Unix(), dateTime.Location())
 	} else if entry.BookingDate != nil && entry.BookingDate.Date != "" {
 		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = fmt.Sprintf("%s 00:00:00", entry.BookingDate.Date)
 		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] = datatable.TRANSACTION_DATA_TABLE_TIMEZONE_NOT_AVAILABLE
@@ -303,12 +303,12 @@ func (t *camtStatementTransactionDataRowIterator) parseTransaction(ctx core.Cont
 	return data, nil
 }
 
-func createNewCamtStatementTransactionDataTable(file *camt053File) (*camtStatementTransactionDataTable, error) {
-	if file == nil || file.BankToCustomerStatement == nil || len(file.BankToCustomerStatement.Statements) == 0 {
+func createNewCamtStatementTransactionDataTable(camtStatements []*camtStatement) (*camtStatementTransactionDataTable, error) {
+	if len(camtStatements) == 0 {
 		return nil, errs.ErrNotFoundTransactionDataInFile
 	}
 
 	return &camtStatementTransactionDataTable{
-		allStatements: file.BankToCustomerStatement.Statements,
+		allStatements: camtStatements,
 	}, nil
 }

pkg/converters/camt/camt_transaction_data_file_importer.go

@@ -1,8 +1,11 @@
 package camt
 
 import (
+	"time"
+
 	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
 	"github.com/mayswind/ezbookkeeping/pkg/models"
 	"github.com/mayswind/ezbookkeeping/pkg/utils"
 )
@@ -13,17 +16,51 @@ var camtTransactionTypeNameMapping = map[models.TransactionType]string{
 	models.TRANSACTION_TYPE_TRANSFER: utils.IntToString(int(models.TRANSACTION_TYPE_TRANSFER)),
 }
 
+// camt052TransactionDataImporter defines the structure of camt.052 file importer for transaction data
+type camt052TransactionDataImporter struct {
+}
+
 // camt053TransactionDataImporter defines the structure of camt.053 file importer for transaction data
 type camt053TransactionDataImporter struct {
 }
 
-// Initialize a camt.053 transaction data importer singleton instance
+// Initialize camt.052 and camt.053 transaction data importer singleton instances
 var (
+	Camt052TransactionDataImporter = &camt052TransactionDataImporter{}
 	Camt053TransactionDataImporter = &camt053TransactionDataImporter{}
 )
 
+// ParseImportedData returns the imported data by parsing the camt.052 file transaction data
+func (c *camt052TransactionDataImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezone *time.Location, additionalOptions converter.TransactionDataImporterOptions, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
+	camt052DataReader, err := createNewCamt052FileReader(data)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	camt052Data, err := camt052DataReader.read(ctx)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	if camt052Data.BankToCustomerAccountReport == nil || camt052Data.BankToCustomerAccountReport.Statements == nil {
+		return nil, nil, nil, nil, nil, nil, errs.ErrNotFoundTransactionDataInFile
+	}
+
+	transactionDataTable, err := createNewCamtStatementTransactionDataTable(camt052Data.BankToCustomerAccountReport.Statements)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	dataTableImporter := converter.CreateNewSimpleImporterWithTypeNameMapping(camtTransactionTypeNameMapping)
+
+	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezone, additionalOptions, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+}
+
 // ParseImportedData returns the imported data by parsing the camt.053 file transaction data
-func (c *camt053TransactionDataImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
+func (c *camt053TransactionDataImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezone *time.Location, additionalOptions converter.TransactionDataImporterOptions, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
 	camt053DataReader, err := createNewCamt053FileReader(data)
 
 	if err != nil {
@@ -36,7 +73,11 @@ func (c *camt053TransactionDataImporter) ParseImportedData(ctx core.Context, use
 		return nil, nil, nil, nil, nil, nil, err
 	}
 
-	transactionDataTable, err := createNewCamtStatementTransactionDataTable(camt053Data)
+	if camt053Data.BankToCustomerStatement == nil || camt053Data.BankToCustomerStatement.Statements == nil {
+		return nil, nil, nil, nil, nil, nil, errs.ErrNotFoundTransactionDataInFile
+	}
+
+	transactionDataTable, err := createNewCamtStatementTransactionDataTable(camt053Data.BankToCustomerStatement.Statements)
 
 	if err != nil {
 		return nil, nil, nil, nil, nil, nil, err
@@ -44,5 +85,5 @@ func (c *camt053TransactionDataImporter) ParseImportedData(ctx core.Context, use
 
 	dataTableImporter := converter.CreateNewSimpleImporterWithTypeNameMapping(camtTransactionTypeNameMapping)
 
-	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezoneOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezone, additionalOptions, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
 }

pkg/converters/camt/camt_transaction_data_file_importer_test.go

@@ -2,17 +2,19 @@ package camt
 
 import (
 	"testing"
+	"time"
 
 	"github.com/stretchr/testify/assert"
 
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 	"github.com/mayswind/ezbookkeeping/pkg/models"
 	"github.com/mayswind/ezbookkeeping/pkg/utils"
 )
 
-func TestCamt053TransactionDataFileParseImportedData_MinimumValidData(t *testing.T) {
-	converter := Camt053TransactionDataImporter
+func TestCamt052TransactionDataFileParseImportedData_MinimumValidData(t *testing.T) {
+	importer := Camt052TransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -20,7 +22,110 @@ func TestCamt053TransactionDataFileParseImportedData_MinimumValidData(t *testing
 		DefaultCurrency: "CNY",
 	}
 
-	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := converter.ParseImportedData(context, user, []byte(
+	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := importer.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.052.001.02">
+			<BkToCstmrAcctRpt>
+				<Rpt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T01:23:45+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>DBIT</CdtDbtInd>
+						<Amt Ccy="CNY">0.12</Amt>
+					</Ntry>
+				</Rpt>
+				<Rpt>
+					<Acct>
+						<Id>
+							<Othr>
+								<Id>456</Id>
+							</Othr>
+						</Id>
+						<Ccy>USD</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T23:59:59+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="USD">1.23</Amt>
+					</Ntry>
+				</Rpt>
+			</BkToCstmrAcctRpt>
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+
+	assert.Equal(t, 3, len(allNewTransactions))
+	assert.Equal(t, 2, len(allNewAccounts))
+	assert.Equal(t, 1, len(allNewSubExpenseCategories))
+	assert.Equal(t, 1, len(allNewSubIncomeCategories))
+	assert.Equal(t, 0, len(allNewSubTransferCategories))
+	assert.Equal(t, 0, len(allNewTags))
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[0].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_INCOME, allNewTransactions[0].Type)
+	assert.Equal(t, int64(1725125025), utils.GetUnixTimeFromTransactionTime(allNewTransactions[0].TransactionTime))
+	assert.Equal(t, int64(12345), allNewTransactions[0].Amount)
+	assert.Equal(t, "123", allNewTransactions[0].OriginalSourceAccountName)
+	assert.Equal(t, "CNY", allNewTransactions[0].OriginalSourceAccountCurrency)
+	assert.Equal(t, "", allNewTransactions[0].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[1].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_EXPENSE, allNewTransactions[1].Type)
+	assert.Equal(t, int64(1725165296), utils.GetUnixTimeFromTransactionTime(allNewTransactions[1].TransactionTime))
+	assert.Equal(t, int64(12), allNewTransactions[1].Amount)
+	assert.Equal(t, "123", allNewTransactions[1].OriginalSourceAccountName)
+	assert.Equal(t, "CNY", allNewTransactions[1].OriginalSourceAccountCurrency)
+	assert.Equal(t, "", allNewTransactions[1].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[2].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_INCOME, allNewTransactions[2].Type)
+	assert.Equal(t, int64(1725206399), utils.GetUnixTimeFromTransactionTime(allNewTransactions[2].TransactionTime))
+	assert.Equal(t, int64(123), allNewTransactions[2].Amount)
+	assert.Equal(t, "456", allNewTransactions[2].OriginalSourceAccountName)
+	assert.Equal(t, "USD", allNewTransactions[2].OriginalSourceAccountCurrency)
+	assert.Equal(t, "", allNewTransactions[2].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[0].Uid)
+	assert.Equal(t, "123", allNewAccounts[0].Name)
+	assert.Equal(t, "CNY", allNewAccounts[0].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[1].Uid)
+	assert.Equal(t, "456", allNewAccounts[1].Name)
+	assert.Equal(t, "USD", allNewAccounts[1].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewSubExpenseCategories[0].Uid)
+	assert.Equal(t, "", allNewSubExpenseCategories[0].Name)
+
+	assert.Equal(t, int64(1234567890), allNewSubIncomeCategories[0].Uid)
+	assert.Equal(t, "", allNewSubIncomeCategories[0].Name)
+}
+
+func TestCamt053TransactionDataFileParseImportedData_MinimumValidData(t *testing.T) {
+	importer := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -64,7 +169,7 @@ func TestCamt053TransactionDataFileParseImportedData_MinimumValidData(t *testing
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 
 	assert.Nil(t, err)
 
@@ -115,7 +220,7 @@ func TestCamt053TransactionDataFileParseImportedData_MinimumValidData(t *testing
 }
 
 func TestCamt053TransactionDataFileParseImportedData_ParseValidTransactionTime(t *testing.T) {
-	converter := Camt053TransactionDataImporter
+	importer := Camt053TransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -123,7 +228,7 @@ func TestCamt053TransactionDataFileParseImportedData_ParseValidTransactionTime(t
 		DefaultCurrency: "CNY",
 	}
 
-	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+	allNewTransactions, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -157,7 +262,7 @@ func TestCamt053TransactionDataFileParseImportedData_ParseValidTransactionTime(t
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 
 	assert.Nil(t, err)
 	assert.Equal(t, 3, len(allNewTransactions))
@@ -168,7 +273,7 @@ func TestCamt053TransactionDataFileParseImportedData_ParseValidTransactionTime(t
 }
 
 func TestCamt053TransactionDataFileParseImportedData_ParseInvalidTransactionTime(t *testing.T) {
-	converter := Camt053TransactionDataImporter
+	importer := Camt053TransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -176,7 +281,7 @@ func TestCamt053TransactionDataFileParseImportedData_ParseInvalidTransactionTime
 		DefaultCurrency: "CNY",
 	}
 
-	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -196,10 +301,10 @@ func TestCamt053TransactionDataFileParseImportedData_ParseInvalidTransactionTime
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrTransactionTimeInvalid.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -219,10 +324,10 @@ func TestCamt053TransactionDataFileParseImportedData_ParseInvalidTransactionTime
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrTransactionTimeInvalid.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -242,10 +347,10 @@ func TestCamt053TransactionDataFileParseImportedData_ParseInvalidTransactionTime
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrTransactionTimeInvalid.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -265,12 +370,12 @@ func TestCamt053TransactionDataFileParseImportedData_ParseInvalidTransactionTime
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrTransactionTimeInvalid.Message)
 }
 
 func TestCamt053TransactionDataFileParseImportedData_ParseTransactionValidAmountAndCurrency(t *testing.T) {
-	converter := Camt053TransactionDataImporter
+	importer := Camt053TransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -278,7 +383,7 @@ func TestCamt053TransactionDataFileParseImportedData_ParseTransactionValidAmount
 		DefaultCurrency: "CNY",
 	}
 
-	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+	allNewTransactions, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -314,7 +419,7 @@ func TestCamt053TransactionDataFileParseImportedData_ParseTransactionValidAmount
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 
 	assert.Nil(t, err)
 	assert.Equal(t, 2, len(allNewTransactions))
@@ -323,7 +428,7 @@ func TestCamt053TransactionDataFileParseImportedData_ParseTransactionValidAmount
 	assert.Equal(t, "USD", allNewTransactions[1].OriginalSourceAccountCurrency)
 	assert.Equal(t, int64(10023), allNewTransactions[1].Amount)
 
-	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	allNewTransactions, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -365,7 +470,7 @@ func TestCamt053TransactionDataFileParseImportedData_ParseTransactionValidAmount
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 
 	assert.Nil(t, err)
 	assert.Equal(t, 2, len(allNewTransactions))
@@ -374,7 +479,7 @@ func TestCamt053TransactionDataFileParseImportedData_ParseTransactionValidAmount
 	assert.Equal(t, "USD", allNewTransactions[1].OriginalSourceAccountCurrency)
 	assert.Equal(t, int64(9999), allNewTransactions[1].Amount)
 
-	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	allNewTransactions, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -403,14 +508,14 @@ func TestCamt053TransactionDataFileParseImportedData_ParseTransactionValidAmount
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 
 	assert.Nil(t, err)
 	assert.Equal(t, 1, len(allNewTransactions))
 	assert.Equal(t, "USD", allNewTransactions[0].OriginalSourceAccountCurrency)
 	assert.Equal(t, int64(12345), allNewTransactions[0].Amount)
 
-	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	allNewTransactions, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -430,7 +535,7 @@ func TestCamt053TransactionDataFileParseImportedData_ParseTransactionValidAmount
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 
 	assert.Nil(t, err)
 	assert.Equal(t, 1, len(allNewTransactions))
@@ -439,7 +544,7 @@ func TestCamt053TransactionDataFileParseImportedData_ParseTransactionValidAmount
 }
 
 func TestCamt053TransactionDataFileParseImportedData_ParseTransactionInvalidAmountAndCurrency(t *testing.T) {
-	converter := Camt053TransactionDataImporter
+	importer := Camt053TransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -447,7 +552,7 @@ func TestCamt053TransactionDataFileParseImportedData_ParseTransactionInvalidAmou
 		DefaultCurrency: "CNY",
 	}
 
-	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -467,10 +572,10 @@ func TestCamt053TransactionDataFileParseImportedData_ParseTransactionInvalidAmou
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -498,10 +603,10 @@ func TestCamt053TransactionDataFileParseImportedData_ParseTransactionInvalidAmou
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -529,12 +634,12 @@ func TestCamt053TransactionDataFileParseImportedData_ParseTransactionInvalidAmou
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
 }
 
 func TestCamt053TransactionDataFileParseImportedData_ParseDescription(t *testing.T) {
-	converter := Camt053TransactionDataImporter
+	importer := Camt053TransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -542,7 +647,7 @@ func TestCamt053TransactionDataFileParseImportedData_ParseDescription(t *testing
 		DefaultCurrency: "CNY",
 	}
 
-	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+	allNewTransactions, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -572,13 +677,13 @@ func TestCamt053TransactionDataFileParseImportedData_ParseDescription(t *testing
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 
 	assert.Nil(t, err)
 	assert.Equal(t, 1, len(allNewTransactions))
 	assert.Equal(t, "Test Transaction", allNewTransactions[0].Comment)
 
-	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	allNewTransactions, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -607,13 +712,13 @@ func TestCamt053TransactionDataFileParseImportedData_ParseDescription(t *testing
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 
 	assert.Nil(t, err)
 	assert.Equal(t, 1, len(allNewTransactions))
 	assert.Equal(t, "Test Line 1\nTest Line 2", allNewTransactions[0].Comment)
 
-	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	allNewTransactions, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -634,7 +739,7 @@ func TestCamt053TransactionDataFileParseImportedData_ParseDescription(t *testing
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 
 	assert.Nil(t, err)
 	assert.Equal(t, 1, len(allNewTransactions))
@@ -642,7 +747,7 @@ func TestCamt053TransactionDataFileParseImportedData_ParseDescription(t *testing
 }
 
 func TestCamt053TransactionDataFileParseImportedData_MissingAccountNode(t *testing.T) {
-	converter := Camt053TransactionDataImporter
+	importer := Camt053TransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -650,7 +755,7 @@ func TestCamt053TransactionDataFileParseImportedData_MissingAccountNode(t *testi
 		DefaultCurrency: "CNY",
 	}
 
-	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -664,12 +769,12 @@ func TestCamt053TransactionDataFileParseImportedData_MissingAccountNode(t *testi
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrMissingAccountData.Message)
 }
 
 func TestCamt053TransactionDataFileParseImportedData_MissingTransactionRequiredNode(t *testing.T) {
-	converter := Camt053TransactionDataImporter
+	importer := Camt053TransactionDataImporter
 	context := core.NewNullContext()
 
 	user := &models.User{
@@ -677,7 +782,7 @@ func TestCamt053TransactionDataFileParseImportedData_MissingTransactionRequiredN
 		DefaultCurrency: "CNY",
 	}
 
-	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -694,10 +799,10 @@ func TestCamt053TransactionDataFileParseImportedData_MissingTransactionRequiredN
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrMissingTransactionTime.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -716,10 +821,10 @@ func TestCamt053TransactionDataFileParseImportedData_MissingTransactionRequiredN
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrTransactionTypeInvalid.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -738,10 +843,10 @@ func TestCamt053TransactionDataFileParseImportedData_MissingTransactionRequiredN
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
 		`<?xml version="1.0" encoding="UTF-8"?>
 		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
 			<BkToCstmrStmt>
@@ -760,6 +865,6 @@ func TestCamt053TransactionDataFileParseImportedData_MissingTransactionRequiredN
 					</Ntry>
 				</Stmt>
 			</BkToCstmrStmt>
-		</Document>`), 0, nil, nil, nil, nil, nil)
+		</Document>`), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrAccountCurrencyInvalid.Message)
 }

pkg/converters/converter/data_table_transaction_data_exporter.go

@@ -28,10 +28,11 @@ func (c *DataTableTransactionDataExporter) BuildExportedContent(ctx core.Context
 		}
 
 		dataRowMap := make(map[datatable.TransactionDataTableColumn]string, 15)
+		transactionUnixTime := utils.GetUnixTimeFromTransactionTime(transaction.TransactionTime)
 		transactionTimeZone := time.FixedZone("Transaction Timezone", int(transaction.TimezoneUtcOffset)*60)
 
-		dataRowMap[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = utils.FormatUnixTimeToLongDateTime(utils.GetUnixTimeFromTransactionTime(transaction.TransactionTime), transactionTimeZone)
-		dataRowMap[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] = utils.FormatTimezoneOffset(transactionTimeZone)
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = utils.FormatUnixTimeToLongDateTime(transactionUnixTime, transactionTimeZone)
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] = utils.FormatTimezoneOffset(transactionUnixTime, transactionTimeZone)
 		dataRowMap[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = dataTableBuilder.ReplaceDelimiters(c.getDisplayTransactionTypeName(transaction.Type))
 		dataRowMap[datatable.TRANSACTION_DATA_TABLE_CATEGORY] = c.getExportedTransactionCategoryName(dataTableBuilder, transaction.CategoryId, categoryMap)
 		dataRowMap[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] = c.getExportedTransactionSubCategoryName(dataTableBuilder, transaction.CategoryId, categoryMap)

pkg/converters/converter/data_table_transaction_data_importer.go

@@ -3,6 +3,7 @@ package converter
 import (
 	"sort"
 	"strings"
+	"time"
 
 	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
@@ -29,7 +30,7 @@ type DataTableTransactionDataImporter struct {
 }
 
 // ParseImportedData returns the imported transaction data
-func (c *DataTableTransactionDataImporter) ParseImportedData(ctx core.Context, user *models.User, dataTable datatable.TransactionDataTable, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
+func (c *DataTableTransactionDataImporter) ParseImportedData(ctx core.Context, user *models.User, dataTable datatable.TransactionDataTable, defaultTimezone *time.Location, additionalOptions TransactionDataImporterOptions, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
 	if dataTable.TransactionRowCount() < 1 {
 		log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse import data for user \"uid:%d\", because data table row count is less 1", user.Uid)
 		return nil, nil, nil, nil, nil, nil, errs.ErrNotFoundTransactionDataInFile
@@ -94,7 +95,7 @@ func (c *DataTableTransactionDataImporter) ParseImportedData(ctx core.Context, u
 			continue
 		}
 
-		timezoneOffset := defaultTimezoneOffset
+		timezone := defaultTimezone
 
 		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE) &&
 			dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE) != datatable.TRANSACTION_DATA_TABLE_TIMEZONE_NOT_AVAILABLE {
@@ -105,10 +106,10 @@ func (c *DataTableTransactionDataImporter) ParseImportedData(ctx core.Context, u
 				return nil, nil, nil, nil, nil, nil, errs.ErrTransactionTimeZoneInvalid
 			}
 
-			timezoneOffset = utils.GetTimezoneOffsetMinutes(transactionTimezone)
+			timezone = transactionTimezone
 		}
 
-		transactionTime, err := utils.ParseFromLongDateTime(dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME), timezoneOffset)
+		transactionTime, err := utils.ParseFromLongDateTimeInTimeZone(dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME), timezone)
 
 		if err != nil {
 			log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse time \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME), dataRowIndex, user.Uid, err.Error())
@@ -303,6 +304,7 @@ func (c *DataTableTransactionDataImporter) ParseImportedData(ctx core.Context, u
 
 		var tagIds []string
 		var tagNames []string
+		tagNamesMap := make(map[string]bool)
 
 		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_TAGS) {
 			var tagNameItems []string
@@ -320,19 +322,39 @@ func (c *DataTableTransactionDataImporter) ParseImportedData(ctx core.Context, u
 					continue
 				}
 
-				tag, exists := tagMap[tagName]
+				allNewTags, tagIds, tagNames = c.addTag(user, tagName, tagNamesMap, tagMap, allNewTags, tagIds, tagNames)
+			}
+		}
 
-				if !exists {
-					tag = c.createNewTransactionTagModel(user.Uid, tagName)
-					allNewTags = append(allNewTags, tag)
-					tagMap[tagName] = tag
-				}
+		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_PAYEE) && additionalOptions.IsPayeeAsTag() {
+			payee := dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_PAYEE)
 
-				if tag != nil {
-					tagIds = append(tagIds, utils.Int64ToString(tag.TagId))
-				}
+			if payee != "" {
+				allNewTags, tagIds, tagNames = c.addTag(user, payee, tagNamesMap, tagMap, allNewTags, tagIds, tagNames)
+			}
+		}
 
-				tagNames = append(tagNames, tagName)
+		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_MEMBER) && additionalOptions.IsMemberAsTag() {
+			member := dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_MEMBER)
+
+			if member != "" {
+				allNewTags, tagIds, tagNames = c.addTag(user, member, tagNamesMap, tagMap, allNewTags, tagIds, tagNames)
+			}
+		}
+
+		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_PROJECT) && additionalOptions.IsProjectAsTag() {
+			project := dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_PROJECT)
+
+			if project != "" {
+				allNewTags, tagIds, tagNames = c.addTag(user, project, tagNamesMap, tagMap, allNewTags, tagIds, tagNames)
+			}
+		}
+
+		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_MERCHANT) && additionalOptions.IsMerchantAsTag() {
+			merchant := dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_MERCHANT)
+
+			if merchant != "" {
+				allNewTags, tagIds, tagNames = c.addTag(user, merchant, tagNamesMap, tagMap, allNewTags, tagIds, tagNames)
 			}
 		}
 
@@ -342,13 +364,17 @@ func (c *DataTableTransactionDataImporter) ParseImportedData(ctx core.Context, u
 			description = dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_DESCRIPTION)
 		}
 
+		if description == "" && additionalOptions.IsPayeeAsDescription() && dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_PAYEE) {
+			description = dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_PAYEE)
+		}
+
 		transaction := &models.ImportTransaction{
 			Transaction: &models.Transaction{
 				Uid:                  user.Uid,
 				Type:                 transactionDbType,
 				CategoryId:           categoryId,
 				TransactionTime:      utils.GetMinTransactionTimeFromUnixTime(transactionTime.Unix()),
-				TimezoneUtcOffset:    timezoneOffset,
+				TimezoneUtcOffset:    utils.GetTimezoneOffsetMinutes(transactionTime.Unix(), timezone),
 				AccountId:            account.AccountId,
 				Amount:               amount,
 				HideAmount:           false,
@@ -459,6 +485,27 @@ func (c *DataTableTransactionDataImporter) getTransactionCategory(categories map
 	return subCategory, exists
 }
 
+func (c *DataTableTransactionDataImporter) addTag(user *models.User, tagName string, tagNamesMap map[string]bool, tagMap map[string]*models.TransactionTag, allNewTags []*models.TransactionTag, tagIds []string, tagNames []string) ([]*models.TransactionTag, []string, []string) {
+	if tagName != "" && !tagNamesMap[tagName] {
+		tag, exists := tagMap[tagName]
+
+		if !exists {
+			tag = c.createNewTransactionTagModel(user.Uid, tagName)
+			allNewTags = append(allNewTags, tag)
+			tagMap[tagName] = tag
+		}
+
+		if tag != nil {
+			tagIds = append(tagIds, utils.Int64ToString(tag.TagId))
+		}
+
+		tagNames = append(tagNames, tagName)
+		tagNamesMap[tagName] = true
+	}
+
+	return allNewTags, tagIds, tagNames
+}
+
 func (c *DataTableTransactionDataImporter) createNewAccountModel(uid int64, accountName string, currency string) *models.Account {
 	return &models.Account{
 		Uid:      uid,

pkg/converters/converter/transaction_data_converter.go

@@ -1,6 +1,8 @@
 package converter
 
 import (
+	"time"
+
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/models"
 )
@@ -14,7 +16,7 @@ type TransactionDataExporter interface {
 // TransactionDataImporter defines the structure of transaction data importer
 type TransactionDataImporter interface {
 	// ParseImportedData returns the imported data
-	ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error)
+	ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezone *time.Location, additionalOptions TransactionDataImporterOptions, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error)
 }
 
 // TransactionDataConverter defines the structure of transaction data converter

pkg/converters/converter/transaction_data_importer_options.go

@@ -0,0 +1,118 @@
+package converter
+
+import "strings"
+
+// TransactionDataImporterOptions defines the options for transaction data importer
+type TransactionDataImporterOptions struct {
+	payeeAsTag         bool
+	payeeAsDescription bool
+	memberAsTag        bool
+	projectAsTag       bool
+	merchantAsTag      bool
+}
+
+// DefaultImporterOptions provides the default options for transaction data importer
+var DefaultImporterOptions = TransactionDataImporterOptions{
+	payeeAsTag:         false,
+	payeeAsDescription: false,
+	memberAsTag:        false,
+	projectAsTag:       false,
+	merchantAsTag:      false,
+}
+
+// IsPayeeAsTag returns whether to import payee as tag
+func (o TransactionDataImporterOptions) IsPayeeAsTag() bool {
+	return o.payeeAsTag
+}
+
+// IsPayeeAsDescription returns whether to import payee as description
+func (o TransactionDataImporterOptions) IsPayeeAsDescription() bool {
+	return o.payeeAsDescription
+}
+
+// IsMemberAsTag returns whether to import member as tag
+func (o TransactionDataImporterOptions) IsMemberAsTag() bool {
+	return o.memberAsTag
+}
+
+// IsProjectAsTag returns whether to import project as tag
+func (o TransactionDataImporterOptions) IsProjectAsTag() bool {
+	return o.projectAsTag
+}
+
+// IsMerchantAsTag returns whether to import merchant as tag
+func (o TransactionDataImporterOptions) IsMerchantAsTag() bool {
+	return o.merchantAsTag
+}
+
+// WithPayeeAsTag sets the option to import payee as tag
+func (o TransactionDataImporterOptions) WithPayeeAsTag() TransactionDataImporterOptions {
+	cloned := o.Clone()
+	cloned.payeeAsTag = true
+	return cloned
+}
+
+// WithPayeeAsDescription sets the option to import payee as description
+func (o TransactionDataImporterOptions) WithPayeeAsDescription() TransactionDataImporterOptions {
+	cloned := o.Clone()
+	cloned.payeeAsDescription = true
+	return cloned
+}
+
+// WithMemberAsTag sets the option to import member as tag
+func (o TransactionDataImporterOptions) WithMemberAsTag() TransactionDataImporterOptions {
+	cloned := o.Clone()
+	cloned.memberAsTag = true
+	return cloned
+}
+
+// WithProjectAsTag sets the option to import project as tag
+func (o TransactionDataImporterOptions) WithProjectAsTag() TransactionDataImporterOptions {
+	cloned := o.Clone()
+	cloned.projectAsTag = true
+	return cloned
+}
+
+// WithMerchantAsTag sets the option to import merchant as tag
+func (o TransactionDataImporterOptions) WithMerchantAsTag() TransactionDataImporterOptions {
+	cloned := o.Clone()
+	cloned.merchantAsTag = true
+	return cloned
+}
+
+// Clone creates a copy of the options instance
+func (o TransactionDataImporterOptions) Clone() TransactionDataImporterOptions {
+	return TransactionDataImporterOptions{
+		payeeAsTag:         o.payeeAsTag,
+		payeeAsDescription: o.payeeAsDescription,
+		memberAsTag:        o.memberAsTag,
+		projectAsTag:       o.projectAsTag,
+		merchantAsTag:      o.merchantAsTag,
+	}
+}
+
+// ParseImporterOptions parses the textual options to the instance
+func ParseImporterOptions(s string) TransactionDataImporterOptions {
+	options := TransactionDataImporterOptions{}
+
+	if s == "" {
+		return options
+	}
+
+	for _, option := range strings.Split(s, ",") {
+		switch option {
+		case "payeeAsTag":
+			options.payeeAsTag = true
+		case "payeeAsDescription":
+			options.payeeAsDescription = true
+		case "memberAsTag":
+			options.memberAsTag = true
+		case "projectAsTag":
+			options.projectAsTag = true
+		case "merchantAsTag":
+			options.merchantAsTag = true
+		}
+	}
+
+	return options
+}

pkg/converters/converter/transaction_data_importer_options_test.go

@@ -0,0 +1,110 @@
+package converter
+
+import (
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+)
+
+func TestParseImporterOptions(t *testing.T) {
+	actualValue := ParseImporterOptions("payeeAsTag,memberAsTag")
+	expectedValue := TransactionDataImporterOptions{
+		payeeAsTag:    true,
+		memberAsTag:   true,
+		projectAsTag:  false,
+		merchantAsTag: false,
+	}
+	assert.Equal(t, expectedValue, actualValue)
+	assert.Equal(t, true, actualValue.IsPayeeAsTag())
+	assert.Equal(t, true, actualValue.IsMemberAsTag())
+	assert.Equal(t, false, actualValue.IsProjectAsTag())
+	assert.Equal(t, false, actualValue.IsMerchantAsTag())
+
+	actualValue = ParseImporterOptions("")
+	expectedValue = TransactionDataImporterOptions{
+		payeeAsTag:    false,
+		memberAsTag:   false,
+		projectAsTag:  false,
+		merchantAsTag: false,
+	}
+	assert.Equal(t, expectedValue, actualValue)
+	assert.Equal(t, false, actualValue.IsPayeeAsTag())
+	assert.Equal(t, false, actualValue.IsMemberAsTag())
+	assert.Equal(t, false, actualValue.IsProjectAsTag())
+	assert.Equal(t, false, actualValue.IsMerchantAsTag())
+}
+
+func TestParseImporterOptions_WithAllOptions(t *testing.T) {
+	actualValue := ParseImporterOptions("payeeAsTag,payeeAsDescription,memberAsTag,projectAsTag,merchantAsTag")
+	expectedValue := TransactionDataImporterOptions{
+		payeeAsTag:         true,
+		payeeAsDescription: true,
+		memberAsTag:        true,
+		projectAsTag:       true,
+		merchantAsTag:      true,
+	}
+	assert.Equal(t, expectedValue, actualValue)
+	assert.Equal(t, true, actualValue.IsPayeeAsTag())
+	assert.Equal(t, true, actualValue.IsPayeeAsDescription())
+	assert.Equal(t, true, actualValue.IsMemberAsTag())
+	assert.Equal(t, true, actualValue.IsProjectAsTag())
+	assert.Equal(t, true, actualValue.IsMerchantAsTag())
+}
+
+func TestParseImporterOptions_WithInvalidOptions(t *testing.T) {
+	actualValue := ParseImporterOptions("invalidOption,payeeAsTag,memberAsTag")
+	expectedValue := TransactionDataImporterOptions{
+		payeeAsTag:    true,
+		memberAsTag:   true,
+		projectAsTag:  false,
+		merchantAsTag: false,
+	}
+	assert.Equal(t, expectedValue, actualValue)
+	assert.Equal(t, true, actualValue.IsPayeeAsTag())
+	assert.Equal(t, true, actualValue.IsMemberAsTag())
+	assert.Equal(t, false, actualValue.IsProjectAsTag())
+	assert.Equal(t, false, actualValue.IsMerchantAsTag())
+
+	actualValue = ParseImporterOptions("invalidOption")
+	expectedValue = TransactionDataImporterOptions{
+		payeeAsTag:    false,
+		memberAsTag:   false,
+		projectAsTag:  false,
+		merchantAsTag: false,
+	}
+	assert.Equal(t, expectedValue, actualValue)
+	assert.Equal(t, false, actualValue.IsPayeeAsTag())
+	assert.Equal(t, false, actualValue.IsMemberAsTag())
+	assert.Equal(t, false, actualValue.IsProjectAsTag())
+	assert.Equal(t, false, actualValue.IsMerchantAsTag())
+}
+
+func TestParseImporterOptions_Clone(t *testing.T) {
+	original := TransactionDataImporterOptions{
+		payeeAsTag:         true,
+		payeeAsDescription: false,
+		memberAsTag:        false,
+		projectAsTag:       true,
+		merchantAsTag:      false,
+	}
+
+	cloned := original.Clone()
+	assert.Equal(t, original, cloned)
+
+	// Modify cloned options and verify original options are not affected
+	cloned.payeeAsTag = false
+	cloned.payeeAsDescription = true
+	cloned.memberAsTag = true
+
+	assert.Equal(t, true, original.payeeAsTag)
+	assert.Equal(t, false, original.payeeAsDescription)
+	assert.Equal(t, false, original.memberAsTag)
+	assert.Equal(t, true, original.projectAsTag)
+	assert.Equal(t, false, original.merchantAsTag)
+
+	assert.Equal(t, false, cloned.payeeAsTag)
+	assert.Equal(t, true, cloned.payeeAsDescription)
+	assert.Equal(t, true, cloned.memberAsTag)
+	assert.Equal(t, true, cloned.projectAsTag)
+	assert.Equal(t, false, cloned.merchantAsTag)
+}

pkg/converters/csv/csv_file_basic_data_table.go

@@ -13,7 +13,8 @@ import (
 
 // CsvFileBasicDataTable defines the structure of csv data table
 type CsvFileBasicDataTable struct {
-	allLines [][]string
+	allLines     [][]string
+	hasTitleLine bool
 }
 
 // CsvFileBasicDataTableRow defines the structure of csv data table row
@@ -34,7 +35,11 @@ func (t *CsvFileBasicDataTable) DataRowCount() int {
 		return 0
 	}
 
-	return len(t.allLines) - 1
+	if t.hasTitleLine {
+		return len(t.allLines) - 1
+	} else {
+		return len(t.allLines)
+	}
 }
 
 // HeaderColumnNames returns the header column name list
@@ -43,14 +48,24 @@ func (t *CsvFileBasicDataTable) HeaderColumnNames() []string {
 		return nil
 	}
 
-	return t.allLines[0]
+	if t.hasTitleLine {
+		return t.allLines[0]
+	} else {
+		return nil
+	}
 }
 
 // DataRowIterator returns the iterator of data row
 func (t *CsvFileBasicDataTable) DataRowIterator() datatable.BasicDataTableRowIterator {
+	startIndex := -1
+
+	if t.hasTitleLine {
+		startIndex = 0
+	}
+
 	return &CsvFileBasicDataTableRowIterator{
 		dataTable:    t,
-		currentIndex: 0,
+		currentIndex: startIndex,
 	}
 }
 
@@ -95,18 +110,19 @@ func (t *CsvFileBasicDataTableRowIterator) Next() datatable.BasicDataTableRow {
 }
 
 // CreateNewCsvBasicDataTable returns comma separated values data table by io readers
-func CreateNewCsvBasicDataTable(ctx core.Context, reader io.Reader) (datatable.BasicDataTable, error) {
-	return createNewCsvFileBasicDataTable(ctx, reader, ',')
+func CreateNewCsvBasicDataTable(ctx core.Context, reader io.Reader, hasTitleLine bool) (datatable.BasicDataTable, error) {
+	return createNewCsvFileBasicDataTable(ctx, reader, ',', hasTitleLine)
 }
 
 // CreateNewCustomCsvBasicDataTable returns character separated values data table by io readers
-func CreateNewCustomCsvBasicDataTable(allLines [][]string) datatable.BasicDataTable {
+func CreateNewCustomCsvBasicDataTable(allLines [][]string, hasTitleLine bool) datatable.BasicDataTable {
 	return &CsvFileBasicDataTable{
-		allLines: allLines,
+		allLines:     allLines,
+		hasTitleLine: hasTitleLine,
 	}
 }
 
-func createNewCsvFileBasicDataTable(ctx core.Context, reader io.Reader, separator rune) (*CsvFileBasicDataTable, error) {
+func createNewCsvFileBasicDataTable(ctx core.Context, reader io.Reader, separator rune, hasTitleLine bool) (*CsvFileBasicDataTable, error) {
 	csvReader := csv.NewReader(reader)
 	csvReader.Comma = separator
 	csvReader.FieldsPerRecord = -1
@@ -133,6 +149,7 @@ func createNewCsvFileBasicDataTable(ctx core.Context, reader io.Reader, separato
 	}
 
 	return &CsvFileBasicDataTable{
-		allLines: allLines,
+		allLines:     allLines,
+		hasTitleLine: hasTitleLine,
 	}, nil
 }

pkg/converters/csv/csv_file_basic_data_table_test.go

@@ -14,7 +14,17 @@ func TestCsvFileBasicDataTableDataRowCount(t *testing.T) {
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
-	})
+	}, false)
+
+	assert.Equal(t, 3, datatable.DataRowCount())
+}
+
+func TestCsvFileBasicDataTableDataRowCount_HasTitleLine(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
+		{"A1", "B1", "C1"},
+		{"A2", "B2", "C2"},
+		{"A3", "B3", "C3"},
+	}, true)
 
 	assert.Equal(t, 2, datatable.DataRowCount())
 }
@@ -22,14 +32,16 @@ func TestCsvFileBasicDataTableDataRowCount(t *testing.T) {
 func TestCsvFileBasicDataTableDataRowCount_OnlyHeaderLine(t *testing.T) {
 	datatable := CreateNewCustomCsvBasicDataTable([][]string{
 		{"A1", "B1", "C1"},
-	})
+	}, true)
 
 	assert.Equal(t, 0, datatable.DataRowCount())
 }
 
 func TestCsvFileBasicDataTableDataRowCount_EmptyContent(t *testing.T) {
-	datatable := CreateNewCustomCsvBasicDataTable([][]string{})
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{}, false)
+	assert.Equal(t, 0, datatable.DataRowCount())
 
+	datatable = CreateNewCustomCsvBasicDataTable([][]string{}, true)
 	assert.Equal(t, 0, datatable.DataRowCount())
 }
 
@@ -38,14 +50,16 @@ func TestCsvFileBasicDataTableHeaderColumnNames(t *testing.T) {
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
-	})
+	}, true)
 
 	assert.EqualValues(t, []string{"A1", "B1", "C1"}, datatable.HeaderColumnNames())
 }
 
 func TestCsvFileBasicDataTableHeaderColumnNames_EmptyContent(t *testing.T) {
-	datatable := CreateNewCustomCsvBasicDataTable([][]string{})
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{}, false)
+	assert.Nil(t, datatable.HeaderColumnNames())
 
+	datatable = CreateNewCustomCsvBasicDataTable([][]string{}, true)
 	assert.Nil(t, datatable.HeaderColumnNames())
 }
 
@@ -54,7 +68,34 @@ func TestCsvFileBasicDataTableRowIterator(t *testing.T) {
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
-	})
+	}, false)
+
+	iterator := datatable.DataRowIterator()
+	assert.True(t, iterator.HasNext())
+
+	// data row 1
+	assert.NotNil(t, iterator.Next())
+	assert.True(t, iterator.HasNext())
+
+	// data row 2
+	assert.NotNil(t, iterator.Next())
+	assert.True(t, iterator.HasNext())
+
+	// data row 3
+	assert.NotNil(t, iterator.Next())
+	assert.False(t, iterator.HasNext())
+
+	// not existed data row 4
+	assert.Nil(t, iterator.Next())
+	assert.False(t, iterator.HasNext())
+}
+
+func TestCsvFileBasicDataTableRowIterator_HasTitleLine(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
+		{"A1", "B1", "C1"},
+		{"A2", "B2", "C2"},
+		{"A3", "B3", "C3"},
+	}, true)
 
 	iterator := datatable.DataRowIterator()
 	assert.True(t, iterator.HasNext())
@@ -81,7 +122,7 @@ func TestCsvFileBasicDataTableRowColumnCount(t *testing.T) {
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
-	})
+	}, true)
 
 	iterator := datatable.DataRowIterator()
 
@@ -97,7 +138,32 @@ func TestCsvFileBasicDataTableRowGetData(t *testing.T) {
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
-	})
+	}, false)
+
+	iterator := datatable.DataRowIterator()
+
+	row1 := iterator.Next()
+	assert.Equal(t, "A1", row1.GetData(0))
+	assert.Equal(t, "B1", row1.GetData(1))
+	assert.Equal(t, "C1", row1.GetData(2))
+
+	row2 := iterator.Next()
+	assert.Equal(t, "A2", row2.GetData(0))
+	assert.Equal(t, "B2", row2.GetData(1))
+	assert.Equal(t, "C2", row2.GetData(2))
+
+	row3 := iterator.Next()
+	assert.Equal(t, "A3", row3.GetData(0))
+	assert.Equal(t, "B3", row3.GetData(1))
+	assert.Equal(t, "C3", row3.GetData(2))
+}
+
+func TestCsvFileBasicDataTableRowGetData_HasTitleLine(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
+		{"A1", "B1", "C1"},
+		{"A2", "B2", "C2"},
+		{"A3", "B3", "C3"},
+	}, true)
 
 	iterator := datatable.DataRowIterator()
 
@@ -117,7 +183,7 @@ func TestCsvFileBasicDataTableRowGetData_GetNotExistedColumnData(t *testing.T) {
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
-	})
+	}, true)
 
 	iterator := datatable.DataRowIterator()
 
@@ -130,7 +196,7 @@ func TestCreateNewCsvBasicDataTable(t *testing.T) {
 	reader := bytes.NewReader([]byte("A1,B1,C1\n" +
 		"A2,B2,C2\n" +
 		"A3,B3,C3\n"))
-	datatable, err := CreateNewCsvBasicDataTable(context, reader)
+	datatable, err := CreateNewCsvBasicDataTable(context, reader, true)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 2, datatable.DataRowCount())
@@ -160,7 +226,7 @@ func TestCreateNewCsvBasicDataTable_SkipBlankLine(t *testing.T) {
 		"A2,B2,C2\n" +
 		"\n" +
 		"A3,B3,C3\n"))
-	datatable, err := CreateNewCsvBasicDataTable(context, reader)
+	datatable, err := CreateNewCsvBasicDataTable(context, reader, true)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 2, datatable.DataRowCount())

pkg/converters/datatable/basic_data_table_test.go

@@ -0,0 +1,65 @@
+package datatable
+
+type testBasicDataTable struct {
+	headerColumns []string
+	rows          []*testBasicDataTableRow
+}
+
+type testBasicDataTableRow struct {
+	rowId      string
+	rowColumns []string
+}
+
+type testBasicDataTableRowIterator struct {
+	rows         []*testBasicDataTableRow
+	currentIndex int
+}
+
+func (t *testBasicDataTable) HeaderColumnNames() []string {
+	return t.headerColumns
+}
+
+func (t *testBasicDataTable) DataRowCount() int {
+	return len(t.rows)
+}
+
+func (t *testBasicDataTable) DataRowIterator() BasicDataTableRowIterator {
+	return &testBasicDataTableRowIterator{
+		rows:         t.rows,
+		currentIndex: -1,
+	}
+}
+
+func (r *testBasicDataTableRow) ColumnCount() int {
+	return len(r.rowColumns)
+}
+
+func (r *testBasicDataTableRow) GetData(columnIndex int) string {
+	if columnIndex < 0 || columnIndex >= len(r.rowColumns) {
+		return ""
+	}
+
+	return r.rowColumns[columnIndex]
+}
+
+func (t *testBasicDataTableRowIterator) HasNext() bool {
+	return t.currentIndex+1 < len(t.rows)
+}
+
+func (t *testBasicDataTableRowIterator) CurrentRowId() string {
+	if t.currentIndex >= len(t.rows) {
+		return ""
+	}
+
+	return t.rows[t.currentIndex].rowId
+}
+
+func (t *testBasicDataTableRowIterator) Next() BasicDataTableRow {
+	if t.currentIndex+1 >= len(t.rows) {
+		return nil
+	}
+
+	t.currentIndex++
+	row := t.rows[t.currentIndex]
+	return row
+}

pkg/converters/datatable/basic_data_table_to_common_data_table_wrapper_test.go

@@ -0,0 +1,108 @@
+package datatable
+
+import (
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+)
+
+func TestBasicDataTableToCommonDataTableWrapper_HeaderColumnCount(t *testing.T) {
+	columns := []string{"Col1", "Col2", "Col3"}
+	basicDataTable := &testBasicDataTable{
+		headerColumns: columns,
+		rows:          []*testBasicDataTableRow{},
+	}
+
+	commonDataTable := CreateNewCommonDataTableFromBasicDataTable(basicDataTable)
+	assert.Equal(t, len(columns), commonDataTable.HeaderColumnCount())
+}
+
+func TestBasicDataTableToCommonDataTableWrapper_HasColumn(t *testing.T) {
+	columns := []string{"Col1", "Col2", "Col3"}
+	basicDataTable := &testBasicDataTable{
+		headerColumns: columns,
+		rows:          []*testBasicDataTableRow{},
+	}
+
+	commonDataTable := CreateNewCommonDataTableFromBasicDataTable(basicDataTable)
+
+	assert.True(t, commonDataTable.HasColumn("Col1"))
+	assert.True(t, commonDataTable.HasColumn("Col2"))
+	assert.True(t, commonDataTable.HasColumn("Col3"))
+
+	assert.False(t, commonDataTable.HasColumn("Col4"))
+	assert.False(t, commonDataTable.HasColumn(""))
+}
+
+func TestBasicDataTableToCommonDataTableWrapper_DataRowCount(t *testing.T) {
+	columns := []string{"Col1", "Col2", "Col3"}
+	rows := []*testBasicDataTableRow{
+		{
+			rowId:      "1",
+			rowColumns: []string{"A1", "B1", "C1"},
+		},
+		{
+			rowId:      "2",
+			rowColumns: []string{"A2", "B2", "C2"},
+		},
+		{
+			rowId:      "3",
+			rowColumns: []string{"A3", "B3", "C3"},
+		},
+	}
+
+	basicDataTable := &testBasicDataTable{
+		headerColumns: columns,
+		rows:          rows,
+	}
+
+	commonDataTable := CreateNewCommonDataTableFromBasicDataTable(basicDataTable)
+	assert.Equal(t, len(rows), commonDataTable.DataRowCount())
+}
+
+func TestBasicDataTableToCommonDataTableWrapper_DataRowIterator(t *testing.T) {
+	columns := []string{"Col1", "Col2", "Col3"}
+	rows := []*testBasicDataTableRow{
+		{
+			rowId:      "1",
+			rowColumns: []string{"A1", "B1", "C1"},
+		},
+		{
+			rowId:      "2",
+			rowColumns: []string{"A2", "B2", "C2"},
+		},
+	}
+
+	basicDataTable := &testBasicDataTable{
+		headerColumns: columns,
+		rows:          rows,
+	}
+
+	commonDataTable := CreateNewCommonDataTableFromBasicDataTable(basicDataTable)
+	iterator := commonDataTable.DataRowIterator()
+
+	assert.True(t, iterator.HasNext())
+	firstRow := iterator.Next()
+	assert.NotNil(t, firstRow)
+	assert.Equal(t, len(columns), firstRow.ColumnCount())
+	assert.True(t, firstRow.HasData("Col1"))
+	assert.True(t, firstRow.HasData("Col2"))
+	assert.True(t, firstRow.HasData("Col3"))
+	assert.Equal(t, "A1", firstRow.GetData("Col1"))
+	assert.Equal(t, "B1", firstRow.GetData("Col2"))
+	assert.Equal(t, "C1", firstRow.GetData("Col3"))
+
+	assert.True(t, iterator.HasNext())
+	secondRow := iterator.Next()
+	assert.NotNil(t, secondRow)
+	assert.Equal(t, len(columns), secondRow.ColumnCount())
+	assert.True(t, secondRow.HasData("Col1"))
+	assert.True(t, secondRow.HasData("Col2"))
+	assert.True(t, secondRow.HasData("Col3"))
+	assert.Equal(t, "A2", secondRow.GetData("Col1"))
+	assert.Equal(t, "B2", secondRow.GetData("Col2"))
+	assert.Equal(t, "C2", secondRow.GetData("Col3"))
+
+	assert.False(t, iterator.HasNext())
+	assert.Nil(t, iterator.Next())
+}

pkg/converters/datatable/basic_data_table_to_transaction_data_table_wrapper_test.go

@@ -0,0 +1,220 @@
+package datatable
+
+import (
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+)
+
+type testTransactionDataRowParser struct {
+}
+
+func (p *testTransactionDataRowParser) Parse(rowData map[TransactionDataTableColumn]string) (map[TransactionDataTableColumn]string, bool, error) {
+	rowData[TRANSACTION_DATA_TABLE_DESCRIPTION] = "Test Description"
+	return rowData, true, nil
+}
+
+func (p *testTransactionDataRowParser) GetAddedColumns() []TransactionDataTableColumn {
+	return []TransactionDataTableColumn{TRANSACTION_DATA_TABLE_DESCRIPTION}
+}
+
+func TestBasicDataTableToTransactionDataTableWrapper_HasColumn(t *testing.T) {
+	columns := []string{"TransactionTime", "TransactionType", "Amount"}
+	basicDataTable := &testBasicDataTable{
+		headerColumns: columns,
+		rows:          []*testBasicDataTableRow{},
+	}
+
+	columnMapping := map[TransactionDataTableColumn]string{
+		TRANSACTION_DATA_TABLE_TRANSACTION_TIME: "TransactionTime",
+		TRANSACTION_DATA_TABLE_TRANSACTION_TYPE: "TransactionType",
+		TRANSACTION_DATA_TABLE_AMOUNT:           "Amount",
+	}
+
+	transactionDataTable := CreateNewTransactionDataTableFromBasicDataTable(basicDataTable, columnMapping)
+
+	assert.True(t, transactionDataTable.HasColumn(TRANSACTION_DATA_TABLE_TRANSACTION_TIME))
+	assert.True(t, transactionDataTable.HasColumn(TRANSACTION_DATA_TABLE_TRANSACTION_TYPE))
+	assert.True(t, transactionDataTable.HasColumn(TRANSACTION_DATA_TABLE_AMOUNT))
+
+	assert.False(t, transactionDataTable.HasColumn(TRANSACTION_DATA_TABLE_DESCRIPTION))
+	assert.False(t, transactionDataTable.HasColumn(TRANSACTION_DATA_TABLE_CATEGORY))
+}
+
+func TestBasicDataTableToTransactionDataTableWrapper_TransactionRowCount(t *testing.T) {
+	columns := []string{"TransactionTime", "TransactionType", "Amount"}
+	rows := []*testBasicDataTableRow{
+		{
+			rowId:      "1",
+			rowColumns: []string{"2024-01-01", "1", "100"},
+		},
+		{
+			rowId:      "2",
+			rowColumns: []string{"2024-01-02", "2", "200"},
+		},
+		{
+			rowId:      "3",
+			rowColumns: []string{"2024-01-03", "1", "300"},
+		},
+	}
+
+	basicDataTable := &testBasicDataTable{
+		headerColumns: columns,
+		rows:          rows,
+	}
+
+	columnMapping := map[TransactionDataTableColumn]string{
+		TRANSACTION_DATA_TABLE_TRANSACTION_TIME: "TransactionTime",
+		TRANSACTION_DATA_TABLE_TRANSACTION_TYPE: "TransactionType",
+		TRANSACTION_DATA_TABLE_AMOUNT:           "Amount",
+	}
+
+	transactionDataTable := CreateNewTransactionDataTableFromBasicDataTable(basicDataTable, columnMapping)
+	assert.Equal(t, len(rows), transactionDataTable.TransactionRowCount())
+}
+
+func TestBasicDataTableToTransactionDataTableWrapper_TransactionRowIterator(t *testing.T) {
+	columns := []string{"TransactionTime", "TransactionType", "Amount"}
+	rows := []*testBasicDataTableRow{
+		{
+			rowId:      "1",
+			rowColumns: []string{"2024-01-01", "1", "100"},
+		},
+		{
+			rowId:      "2",
+			rowColumns: []string{"2024-01-02", "2", "200"},
+		},
+	}
+
+	basicDataTable := &testBasicDataTable{
+		headerColumns: columns,
+		rows:          rows,
+	}
+
+	columnMapping := map[TransactionDataTableColumn]string{
+		TRANSACTION_DATA_TABLE_TRANSACTION_TIME: "TransactionTime",
+		TRANSACTION_DATA_TABLE_TRANSACTION_TYPE: "TransactionType",
+		TRANSACTION_DATA_TABLE_AMOUNT:           "Amount",
+	}
+
+	transactionDataTable := CreateNewTransactionDataTableFromBasicDataTable(basicDataTable, columnMapping)
+	iterator := transactionDataTable.TransactionRowIterator()
+
+	assert.True(t, iterator.HasNext())
+	firstRow, err := iterator.Next(nil, nil)
+	assert.Nil(t, err)
+	assert.NotNil(t, firstRow)
+	assert.True(t, firstRow.IsValid())
+	assert.Equal(t, "2024-01-01", firstRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TIME))
+	assert.Equal(t, "1", firstRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TYPE))
+	assert.Equal(t, "100", firstRow.GetData(TRANSACTION_DATA_TABLE_AMOUNT))
+
+	assert.True(t, iterator.HasNext())
+	secondRow, err := iterator.Next(nil, nil)
+	assert.Nil(t, err)
+	assert.NotNil(t, secondRow)
+	assert.True(t, secondRow.IsValid())
+	assert.Equal(t, "2024-01-02", secondRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TIME))
+	assert.Equal(t, "2", secondRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TYPE))
+	assert.Equal(t, "200", secondRow.GetData(TRANSACTION_DATA_TABLE_AMOUNT))
+
+	assert.False(t, iterator.HasNext())
+	emptyRow, err := iterator.Next(nil, nil)
+	assert.Nil(t, err)
+	assert.Nil(t, emptyRow)
+}
+
+func TestBasicDataTableToTransactionDataTableWrapper_TransactionRowIterator_EmptyRow(t *testing.T) {
+	columns := []string{"TransactionTime", "TransactionType", "Amount"}
+	rows := []*testBasicDataTableRow{
+		{
+			rowId:      "1",
+			rowColumns: []string{""},
+		},
+	}
+
+	basicDataTable := &testBasicDataTable{
+		headerColumns: columns,
+		rows:          rows,
+	}
+
+	columnMapping := map[TransactionDataTableColumn]string{
+		TRANSACTION_DATA_TABLE_TRANSACTION_TIME: "TransactionTime",
+		TRANSACTION_DATA_TABLE_TRANSACTION_TYPE: "TransactionType",
+		TRANSACTION_DATA_TABLE_AMOUNT:           "Amount",
+	}
+
+	transactionDataTable := CreateNewTransactionDataTableFromBasicDataTable(basicDataTable, columnMapping)
+	iterator := transactionDataTable.TransactionRowIterator()
+
+	assert.True(t, iterator.HasNext())
+	row, err := iterator.Next(nil, nil)
+	assert.Nil(t, err)
+	assert.NotNil(t, row)
+	assert.False(t, row.IsValid())
+}
+
+func TestBasicDataTableToTransactionDataTableWrapper_TransactionRowIterator_InvalidRow(t *testing.T) {
+	columns := []string{"TransactionTime", "TransactionType", "Amount"}
+	rows := []*testBasicDataTableRow{
+		{
+			rowId:      "1",
+			rowColumns: []string{"2024-01-01", "1"},
+		},
+	}
+
+	basicDataTable := &testBasicDataTable{
+		headerColumns: columns,
+		rows:          rows,
+	}
+
+	columnMapping := map[TransactionDataTableColumn]string{
+		TRANSACTION_DATA_TABLE_TRANSACTION_TIME: "TransactionTime",
+		TRANSACTION_DATA_TABLE_TRANSACTION_TYPE: "TransactionType",
+		TRANSACTION_DATA_TABLE_AMOUNT:           "Amount",
+	}
+
+	transactionDataTable := CreateNewTransactionDataTableFromBasicDataTable(basicDataTable, columnMapping)
+	iterator := transactionDataTable.TransactionRowIterator()
+
+	assert.True(t, iterator.HasNext())
+	row, err := iterator.Next(nil, nil)
+	assert.NotNil(t, err)
+	assert.Equal(t, errs.ErrFewerFieldsInDataRowThanInHeaderRow, err)
+	assert.Nil(t, row)
+}
+
+func TestBasicDataTableToTransactionDataTableWrapper_TransactionRowIterator_WithRowParserAddedColumn(t *testing.T) {
+	columns := []string{"TransactionTime", "TransactionType", "Amount"}
+	rows := []*testBasicDataTableRow{
+		{
+			rowId:      "1",
+			rowColumns: []string{"2024-01-01", "1", "100"},
+		},
+	}
+
+	basicDataTable := &testBasicDataTable{
+		headerColumns: columns,
+		rows:          rows,
+	}
+
+	columnMapping := map[TransactionDataTableColumn]string{
+		TRANSACTION_DATA_TABLE_TRANSACTION_TIME: "TransactionTime",
+		TRANSACTION_DATA_TABLE_TRANSACTION_TYPE: "TransactionType",
+		TRANSACTION_DATA_TABLE_AMOUNT:           "Amount",
+		TRANSACTION_DATA_TABLE_DESCRIPTION:      "Description",
+	}
+
+	transactionDataTable := CreateNewTransactionDataTableFromBasicDataTableWithRowParser(basicDataTable, columnMapping, &testTransactionDataRowParser{})
+	assert.True(t, transactionDataTable.HasColumn(TRANSACTION_DATA_TABLE_DESCRIPTION))
+
+	iterator := transactionDataTable.TransactionRowIterator()
+	assert.True(t, iterator.HasNext())
+	row, err := iterator.Next(nil, nil)
+	assert.Nil(t, err)
+	assert.NotNil(t, row)
+	assert.True(t, row.IsValid())
+	assert.Equal(t, "Test Description", row.GetData(TRANSACTION_DATA_TABLE_DESCRIPTION))
+}

pkg/converters/datatable/common_data_table_to_transaction_data_table_wrapper_test.go

@@ -0,0 +1,258 @@
+package datatable
+
+import (
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+)
+
+type testCommonDataTable struct {
+	headerColumns []string
+	dataRows      []*testCommonDataTableRow
+}
+
+type testCommonDataTableRow struct {
+	rowId   string
+	rowData map[string]string
+}
+
+type testCommonDataTableRowIterator struct {
+	dataTable    *testCommonDataTable
+	currentIndex int
+}
+
+func (t *testCommonDataTable) DataRowCount() int {
+	return len(t.dataRows)
+}
+
+func (t *testCommonDataTable) HeaderColumnCount() int {
+	return len(t.headerColumns)
+}
+
+func (t *testCommonDataTable) HasColumn(columnName string) bool {
+	for _, header := range t.headerColumns {
+		if header == columnName {
+			return true
+		}
+	}
+	return false
+}
+
+func (t *testCommonDataTable) DataRowIterator() CommonDataTableRowIterator {
+	return &testCommonDataTableRowIterator{
+		dataTable:    t,
+		currentIndex: -1,
+	}
+}
+
+func (t *testCommonDataTableRow) GetData(dataKey string) string {
+	return t.rowData[dataKey]
+}
+
+func (t *testCommonDataTableRow) HasData(dataKey string) bool {
+	_, exists := t.rowData[dataKey]
+	return exists
+}
+
+func (t *testCommonDataTableRow) ColumnCount() int {
+	return len(t.rowData)
+}
+
+func (t *testCommonDataTableRowIterator) HasNext() bool {
+	return t.currentIndex+1 < len(t.dataTable.dataRows)
+}
+
+func (t *testCommonDataTableRowIterator) Next() CommonDataTableRow {
+	if !t.HasNext() {
+		return nil
+	}
+
+	t.currentIndex++
+	return t.dataTable.dataRows[t.currentIndex]
+}
+
+func (t *testCommonDataTableRowIterator) CurrentRowId() string {
+	if t.currentIndex < 0 || t.currentIndex >= len(t.dataTable.dataRows) {
+		return ""
+	}
+
+	return t.dataTable.dataRows[t.currentIndex].rowId
+}
+
+type testCommonTransactionDataRowParser struct {
+	returnError bool
+}
+
+func (p *testCommonTransactionDataRowParser) Parse(ctx core.Context, user *models.User, dataRow CommonDataTableRow, rowId string) (map[TransactionDataTableColumn]string, bool, error) {
+	if p.returnError {
+		return nil, false, errs.ErrOperationFailed
+	}
+
+	rowData := make(map[TransactionDataTableColumn]string)
+	rowData[TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = dataRow.GetData("TransactionTime")
+	rowData[TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = dataRow.GetData("TransactionType")
+	rowData[TRANSACTION_DATA_TABLE_AMOUNT] = dataRow.GetData("Amount")
+	rowData[TRANSACTION_DATA_TABLE_DESCRIPTION] = "Test Description"
+	return rowData, true, nil
+}
+
+func TestCommonDataTableToTransactionDataTableWrapper_HasColumn(t *testing.T) {
+	basicDataTable := &testCommonDataTable{
+		headerColumns: []string{"TransactionTime", "TransactionType", "Amount"},
+		dataRows:      []*testCommonDataTableRow{},
+	}
+
+	supportedColumns := map[TransactionDataTableColumn]bool{
+		TRANSACTION_DATA_TABLE_TRANSACTION_TIME: true,
+		TRANSACTION_DATA_TABLE_TRANSACTION_TYPE: true,
+		TRANSACTION_DATA_TABLE_AMOUNT:           true,
+	}
+
+	transactionDataTable := CreateNewTransactionDataTableFromCommonDataTable(basicDataTable, supportedColumns, &testCommonTransactionDataRowParser{})
+
+	assert.True(t, transactionDataTable.HasColumn(TRANSACTION_DATA_TABLE_TRANSACTION_TIME))
+	assert.True(t, transactionDataTable.HasColumn(TRANSACTION_DATA_TABLE_TRANSACTION_TYPE))
+	assert.True(t, transactionDataTable.HasColumn(TRANSACTION_DATA_TABLE_AMOUNT))
+
+	assert.False(t, transactionDataTable.HasColumn(TRANSACTION_DATA_TABLE_CATEGORY))
+	assert.False(t, transactionDataTable.HasColumn(TRANSACTION_DATA_TABLE_DESCRIPTION))
+}
+
+func TestCommonDataTableToTransactionDataTableWrapper_TransactionRowCount(t *testing.T) {
+	rows := []*testCommonDataTableRow{
+		{
+			rowId: "1",
+			rowData: map[string]string{
+				"TransactionTime": "2024-01-01",
+				"TransactionType": "1",
+				"Amount":          "100",
+			},
+		},
+		{
+			rowId: "2",
+			rowData: map[string]string{
+				"TransactionTime": "2024-01-02",
+				"TransactionType": "2",
+				"Amount":          "200",
+			},
+		},
+		{
+			rowId: "3",
+			rowData: map[string]string{
+				"TransactionTime": "2024-01-03",
+				"TransactionType": "1",
+				"Amount":          "300",
+			},
+		},
+	}
+
+	basicDataTable := &testCommonDataTable{
+		headerColumns: []string{"TransactionTime", "TransactionType", "Amount"},
+		dataRows:      rows,
+	}
+
+	supportedColumns := map[TransactionDataTableColumn]bool{
+		TRANSACTION_DATA_TABLE_TRANSACTION_TIME: true,
+		TRANSACTION_DATA_TABLE_TRANSACTION_TYPE: true,
+		TRANSACTION_DATA_TABLE_AMOUNT:           true,
+	}
+
+	transactionDataTable := CreateNewTransactionDataTableFromCommonDataTable(basicDataTable, supportedColumns, &testCommonTransactionDataRowParser{})
+	assert.Equal(t, len(rows), transactionDataTable.TransactionRowCount())
+}
+
+func TestCommonDataTableToTransactionDataTableWrapper_TransactionRowIterator(t *testing.T) {
+	rows := []*testCommonDataTableRow{
+		{
+			rowId: "1",
+			rowData: map[string]string{
+				"TransactionTime": "2024-01-01",
+				"TransactionType": "1",
+				"Amount":          "100",
+			},
+		},
+		{
+			rowId: "2",
+			rowData: map[string]string{
+				"TransactionTime": "2024-01-02",
+				"TransactionType": "2",
+				"Amount":          "200",
+			},
+		},
+	}
+
+	basicDataTable := &testCommonDataTable{
+		headerColumns: []string{"TransactionTime", "TransactionType", "Amount"},
+		dataRows:      rows,
+	}
+
+	supportedColumns := map[TransactionDataTableColumn]bool{
+		TRANSACTION_DATA_TABLE_TRANSACTION_TIME: true,
+		TRANSACTION_DATA_TABLE_TRANSACTION_TYPE: true,
+		TRANSACTION_DATA_TABLE_AMOUNT:           true,
+	}
+
+	transactionDataTable := CreateNewTransactionDataTableFromCommonDataTable(basicDataTable, supportedColumns, &testCommonTransactionDataRowParser{})
+	iterator := transactionDataTable.TransactionRowIterator()
+
+	assert.True(t, iterator.HasNext())
+	firstRow, err := iterator.Next(nil, nil)
+	assert.Nil(t, err)
+	assert.NotNil(t, firstRow)
+	assert.True(t, firstRow.IsValid())
+	assert.Equal(t, "2024-01-01", firstRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TIME))
+	assert.Equal(t, "1", firstRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TYPE))
+	assert.Equal(t, "100", firstRow.GetData(TRANSACTION_DATA_TABLE_AMOUNT))
+	assert.Equal(t, "", firstRow.GetData(TRANSACTION_DATA_TABLE_DESCRIPTION))
+
+	assert.True(t, iterator.HasNext())
+	secondRow, err := iterator.Next(nil, nil)
+	assert.Nil(t, err)
+	assert.NotNil(t, secondRow)
+	assert.True(t, secondRow.IsValid())
+	assert.Equal(t, "2024-01-02", secondRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TIME))
+	assert.Equal(t, "2", secondRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TYPE))
+	assert.Equal(t, "200", secondRow.GetData(TRANSACTION_DATA_TABLE_AMOUNT))
+	assert.Equal(t, "", secondRow.GetData(TRANSACTION_DATA_TABLE_DESCRIPTION))
+
+	assert.False(t, iterator.HasNext())
+	emptyRow, err := iterator.Next(nil, nil)
+	assert.Nil(t, err)
+	assert.Nil(t, emptyRow)
+}
+
+func TestCommonDataTableToTransactionDataTableWrapper_TransactionRowIterator_EOF(t *testing.T) {
+	rows := []*testCommonDataTableRow{
+		{
+			rowId: "1",
+			rowData: map[string]string{
+				"TransactionTime": "2024-01-01",
+				"TransactionType": "1",
+				"Amount":          "100",
+			},
+		},
+	}
+
+	basicDataTable := &testCommonDataTable{
+		headerColumns: []string{"TransactionTime", "TransactionType", "Amount"},
+		dataRows:      rows,
+	}
+
+	supportedColumns := map[TransactionDataTableColumn]bool{
+		TRANSACTION_DATA_TABLE_TRANSACTION_TIME: true,
+		TRANSACTION_DATA_TABLE_TRANSACTION_TYPE: true,
+		TRANSACTION_DATA_TABLE_AMOUNT:           true,
+	}
+
+	transactionDataTable := CreateNewTransactionDataTableFromCommonDataTable(basicDataTable, supportedColumns, &testCommonTransactionDataRowParser{returnError: true})
+	iterator := transactionDataTable.TransactionRowIterator()
+
+	assert.True(t, iterator.HasNext())
+	row, err := iterator.Next(nil, nil)
+	assert.EqualError(t, err, errs.ErrOperationFailed.Message)
+	assert.Nil(t, row)
+}

pkg/converters/datatable/sub_basic_data_table.go

@@ -0,0 +1,87 @@
+package datatable
+
+// SubBasicDataTable defines the structure of sub basic data table
+type SubBasicDataTable struct {
+	baseTable BasicDataTable
+	fromIndex int
+	toIndex   int
+}
+
+// SubBasicDataTableRowIterator defines the structure of sub basic data table row iterator
+type SubBasicDataTableRowIterator struct {
+	dataTable     *SubBasicDataTable
+	innerIterator BasicDataTableRowIterator
+	currentIndex  int
+}
+
+// DataRowCount returns the total count of data row
+func (t *SubBasicDataTable) DataRowCount() int {
+	return t.toIndex - t.fromIndex
+}
+
+// HeaderColumnNames returns the header column name list
+func (t *SubBasicDataTable) HeaderColumnNames() []string {
+	return t.baseTable.HeaderColumnNames()
+}
+
+// DataRowIterator returns the iterator of data row
+func (t *SubBasicDataTable) DataRowIterator() BasicDataTableRowIterator {
+	innerIterator := t.baseTable.DataRowIterator()
+	currentIndex := -1
+
+	// skip rows until reaching the fromIndex
+	for currentIndex = -1; currentIndex < t.fromIndex-1 && innerIterator.HasNext(); currentIndex++ {
+		innerIterator.Next()
+	}
+
+	return &SubBasicDataTableRowIterator{
+		dataTable:     t,
+		innerIterator: innerIterator,
+		currentIndex:  currentIndex,
+	}
+}
+
+// HasNext returns whether the iterator does not reach the end
+func (t *SubBasicDataTableRowIterator) HasNext() bool {
+	return t.currentIndex+1 < t.dataTable.toIndex && t.innerIterator.HasNext()
+}
+
+// CurrentRowId returns current row id
+func (t *SubBasicDataTableRowIterator) CurrentRowId() string {
+	return t.innerIterator.CurrentRowId()
+}
+
+// Next returns the next basic data row
+func (t *SubBasicDataTableRowIterator) Next() BasicDataTableRow {
+	if t.currentIndex+1 >= t.dataTable.toIndex {
+		return nil
+	}
+
+	t.currentIndex++
+	return t.innerIterator.Next()
+}
+
+// CreateSubBasicTable returns a sub basic data table that references a portion of the original table
+func CreateSubBasicTable(dataTable BasicDataTable, fromIndex, toIndex int) *SubBasicDataTable {
+	if fromIndex < 0 {
+		fromIndex = 0
+	}
+
+	if fromIndex > dataTable.DataRowCount() {
+		fromIndex = dataTable.DataRowCount()
+	}
+
+	if toIndex > dataTable.DataRowCount() {
+		toIndex = dataTable.DataRowCount()
+	}
+
+	if toIndex < fromIndex {
+		toIndex = fromIndex
+	}
+
+	return &SubBasicDataTable{
+		baseTable: dataTable,
+		fromIndex: fromIndex,
+		toIndex:   toIndex,
+	}
+}

pkg/converters/datatable/sub_basic_data_table_test.go

@@ -0,0 +1,140 @@
+package datatable
+
+import (
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+)
+
+func TestCreateSubBasicTable_WithValidInput(t *testing.T) {
+	columns := []string{"Col1", "Col2", "Col3"}
+	rows := []*testBasicDataTableRow{
+		{
+			rowId:      "1",
+			rowColumns: []string{"A1", "B1", "C1"},
+		},
+		{
+			rowId:      "2",
+			rowColumns: []string{"A2", "B2", "C2"},
+		},
+		{
+			rowId:      "3",
+			rowColumns: []string{"A3", "B3", "C3"},
+		},
+	}
+
+	basicDataTable := &testBasicDataTable{
+		headerColumns: columns,
+		rows:          rows,
+	}
+
+	subTable := CreateSubBasicTable(basicDataTable, 1, 2)
+	assert.Equal(t, 1, subTable.DataRowCount())
+	assert.Equal(t, columns, subTable.HeaderColumnNames())
+}
+
+func TestCreateSubBasicTable_WithInvalidInput(t *testing.T) {
+	columns := []string{"Col1", "Col2", "Col3"}
+	rows := []*testBasicDataTableRow{
+		{
+			rowId:      "1",
+			rowColumns: []string{"A1", "B1", "C1"},
+		},
+		{
+			rowId:      "2",
+			rowColumns: []string{"A2", "B2", "C2"},
+		},
+	}
+
+	basicDataTable := &testBasicDataTable{
+		headerColumns: columns,
+		rows:          rows,
+	}
+
+	subTable := CreateSubBasicTable(basicDataTable, -1, 2)
+	assert.Equal(t, 0, subTable.fromIndex)
+	assert.Equal(t, 2, subTable.toIndex)
+
+	subTable = CreateSubBasicTable(basicDataTable, 5, 2)
+	assert.Equal(t, 2, subTable.fromIndex)
+	assert.Equal(t, 2, subTable.toIndex)
+
+	subTable = CreateSubBasicTable(basicDataTable, 0, 5)
+	assert.Equal(t, 0, subTable.fromIndex)
+	assert.Equal(t, 2, subTable.toIndex)
+
+	subTable = CreateSubBasicTable(basicDataTable, 2, 1)
+	assert.Equal(t, 2, subTable.fromIndex)
+	assert.Equal(t, 2, subTable.toIndex)
+}
+
+func TestSubBasicDataTable_DataRowIterator(t *testing.T) {
+	columns := []string{"Col1", "Col2", "Col3"}
+	rows := []*testBasicDataTableRow{
+		{
+			rowId:      "1",
+			rowColumns: []string{"A1", "B1", "C1"},
+		},
+		{
+			rowId:      "2",
+			rowColumns: []string{"A2", "B2", "C2"},
+		},
+		{
+			rowId:      "3",
+			rowColumns: []string{"A3", "B3", "C3"},
+		},
+	}
+
+	basicDataTable := &testBasicDataTable{
+		headerColumns: columns,
+		rows:          rows,
+	}
+
+	subTable := CreateSubBasicTable(basicDataTable, 1, 3)
+	iterator := subTable.DataRowIterator()
+
+	assert.True(t, iterator.HasNext())
+	firstRow := iterator.Next()
+	assert.NotNil(t, firstRow)
+	assert.Equal(t, "2", iterator.CurrentRowId())
+	assert.Equal(t, "A2", firstRow.GetData(0))
+	assert.Equal(t, "B2", firstRow.GetData(1))
+	assert.Equal(t, "C2", firstRow.GetData(2))
+
+	assert.True(t, iterator.HasNext())
+	secondRow := iterator.Next()
+	assert.NotNil(t, secondRow)
+	assert.Equal(t, "3", iterator.CurrentRowId())
+	assert.Equal(t, "A3", secondRow.GetData(0))
+	assert.Equal(t, "B3", secondRow.GetData(1))
+	assert.Equal(t, "C3", secondRow.GetData(2))
+
+	assert.False(t, iterator.HasNext())
+	assert.Nil(t, iterator.Next())
+}
+
+func TestSubBasicDataTable_EmptyDataRange(t *testing.T) {
+	columns := []string{"Col1", "Col2", "Col3"}
+	rows := []*testBasicDataTableRow{
+		{
+			rowId:      "1",
+			rowColumns: []string{"A1", "B1", "C1"},
+		},
+		{
+			rowId:      "2",
+			rowColumns: []string{"A2", "B2", "C2"},
+		},
+	}
+
+	basicDataTable := &testBasicDataTable{
+		headerColumns: columns,
+		rows:          rows,
+	}
+
+	subTable := CreateSubBasicTable(basicDataTable, 1, 1)
+	assert.Equal(t, 0, subTable.DataRowCount())
+
+	iterator := subTable.DataRowIterator()
+	assert.False(t, iterator.HasNext())
+	assert.Nil(t, iterator.Next())
+}

pkg/converters/datatable/transaction_data_table.go

@@ -72,6 +72,10 @@ const (
 	TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION      TransactionDataTableColumn = 12
 	TRANSACTION_DATA_TABLE_TAGS                     TransactionDataTableColumn = 13
 	TRANSACTION_DATA_TABLE_DESCRIPTION              TransactionDataTableColumn = 14
+	TRANSACTION_DATA_TABLE_PAYEE                    TransactionDataTableColumn = 101
+	TRANSACTION_DATA_TABLE_MEMBER                   TransactionDataTableColumn = 102
+	TRANSACTION_DATA_TABLE_PROJECT                  TransactionDataTableColumn = 103
+	TRANSACTION_DATA_TABLE_MERCHANT                 TransactionDataTableColumn = 104
 )
 
 // TRANSACTION_DATA_TABLE_TIMEZONE_NOT_AVAILABLE represents the constant for timezone not available