fix the incorrect transaction type and amount when importing some Firefly III data

* Add "This fiscal year", "Last fiscal year" as date range options in Transaction Details to filter transactions to those periods
* Add fiscal year ranges to Statistics & Trend Analysis
* Add "fiscal year start date" to user profile settings, allowing the user to select any date of the calendar year as the start of the fiscal year
* Add "fiscal year format" to user profile settings, allowing the user to specify how financial year date labels should appear

Implementation notes:
* The default fiscal year start is January 1 and the default fiscal year display format is "FY 2025"
* Fiscal year start date (month number & day number) are stored together in db as a uint16, high byte & low byte respectively
* February 29 is disallowed as a fiscal year start date, since it is never used as a convention in any country
* Jest is added to the project as a dev dependency, for unit tests in frontend

Signed-off-by: Sebastian Reategui <seb.reategui@gmail.com>

.eslintrc.js

@@ -1,16 +0,0 @@
-module.exports = {
-    'root': true,
-    'env': {
-        'node': true
-    },
-    'extends': [
-        'eslint:recommended',
-        'plugin:vue/vue3-essential'
-    ],
-    'rules': {
-        'vue/no-use-v-if-with-v-for': 'off',
-        'vue/valid-v-slot': ['error', {
-            allowModifiers: true,
-        }]
-    }
-}

.gitea/workflows/deploy.yml

@@ -0,0 +1,17 @@
+name: Deploy Docker Image
+
+on:
+  workflow_dispatch
+
+jobs:
+  build:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Execute custom script
+        run: |
+          cat >> deploy.sh <<EOF
+          #!/bin/sh
+          ${{ vars.CUSTOM_DEPLOY_SCRIPTS }}
+          EOF
+          chmod +x deploy.sh
+          ./deploy.sh

.gitea/workflows/docker-release.yml

@@ -10,11 +10,11 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
 
       - name: Docker meta
         id: meta
-        uses: docker/metadata-action@v4
+        uses: docker/metadata-action@v5
         with:
           images: |
             ${{ secrets.DOCKER_REPO }}/mayswind/ezbookkeeping
@@ -24,10 +24,12 @@ jobs:
             type=raw,value=latest
 
       - name: Set up QEMU
-        uses: docker/setup-qemu-action@v2
+        uses: docker/setup-qemu-action@v3
+        with:
+          image: tonistiigi/binfmt:qemu-v8.1.5
 
       - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v2
+        uses: docker/setup-buildx-action@v3
 
       - name: Set up the environment
         run: |
@@ -44,7 +46,7 @@ jobs:
           chmod +x docker/custom-frontend-pre-setup.sh
 
       - name: Build and push
-        uses: docker/build-push-action@v4
+        uses: docker/build-push-action@v6
         with:
           file: Dockerfile
           context: .
@@ -52,5 +54,8 @@ jobs:
           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 }}

.gitea/workflows/docker-snapshot.yml

@@ -10,11 +10,11 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
 
       - name: Docker meta
         id: meta
-        uses: docker/metadata-action@v4
+        uses: docker/metadata-action@v5
         with:
           images: |
             ${{ secrets.DOCKER_REPO }}/mayswind/ezbookkeeping
@@ -24,10 +24,12 @@ jobs:
             type=sha,format=short,prefix=SNAPSHOT-
 
       - name: Set up QEMU
-        uses: docker/setup-qemu-action@v2
+        uses: docker/setup-qemu-action@v3
+        with:
+          image: tonistiigi/binfmt:qemu-v8.1.5
 
       - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v2
+        uses: docker/setup-buildx-action@v3
 
       - name: Set up the environment
         run: |
@@ -44,11 +46,15 @@ jobs:
           chmod +x docker/custom-frontend-pre-setup.sh
 
       - name: Build and push
-        uses: docker/build-push-action@v4
+        uses: docker/build-push-action@v6
         with:
           file: Dockerfile
           context: .
           platforms: ${{ vars.BUILD_SNAPSHOT_PLATFORMS }}
           push: true
+          build-args: |
+            BUILD_PIPELINE=1
+            CHECK_3RD_API=${{ vars.CHECK_3RD_API }}
+            SKIP_TESTS=${{ vars.SKIP_TESTS }}
           tags: ${{ steps.meta.outputs.tags }}
           labels: ${{ steps.meta.outputs.labels }}

.github/workflows/docker-release.yml

@@ -10,11 +10,11 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
 
       - name: Docker meta
         id: meta
-        uses: docker/metadata-action@v4
+        uses: docker/metadata-action@v5
         with:
           images: |
             ${{ secrets.DOCKER_USERNAME }}/ezbookkeeping
@@ -24,19 +24,21 @@ jobs:
             type=raw,value=latest
 
       - name: Set up QEMU
-        uses: docker/setup-qemu-action@v2
+        uses: docker/setup-qemu-action@v3
+        with:
+          image: tonistiigi/binfmt:qemu-v8.1.5
 
       - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v2
+        uses: docker/setup-buildx-action@v3
 
       - name: Login to DockerHub
-        uses: docker/login-action@v2
+        uses: docker/login-action@v3
         with:
           username: ${{ secrets.DOCKER_USERNAME }}
           password: ${{ secrets.DOCKER_PASSWORD }}
 
       - name: Build and push
-        uses: docker/build-push-action@v4
+        uses: docker/build-push-action@v6
         with:
           file: Dockerfile
           context: .
@@ -48,5 +50,8 @@ jobs:
           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 }}
+          labels: ${{ steps.meta.outputs.labels }}

.github/workflows/docker-snapshot.yml

@@ -10,11 +10,11 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
 
       - name: Docker meta
         id: meta
-        uses: docker/metadata-action@v4
+        uses: docker/metadata-action@v5
         with:
           images: |
             ${{ secrets.DOCKER_USERNAME }}/ezbookkeeping
@@ -23,19 +23,21 @@ jobs:
             type=raw,value=latest-snapshot
 
       - name: Set up QEMU
-        uses: docker/setup-qemu-action@v2
+        uses: docker/setup-qemu-action@v3
+        with:
+          image: tonistiigi/binfmt:qemu-v8.1.5
 
       - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v2
+        uses: docker/setup-buildx-action@v3
 
       - name: Login to DockerHub
-        uses: docker/login-action@v2
+        uses: docker/login-action@v3
         with:
           username: ${{ secrets.DOCKER_USERNAME }}
           password: ${{ secrets.DOCKER_PASSWORD }}
 
       - name: Build and push
-        uses: docker/build-push-action@v4
+        uses: docker/build-push-action@v6
         with:
           file: Dockerfile
           context: .
@@ -45,5 +47,9 @@ jobs:
             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 }}
+          labels: ${{ steps.meta.outputs.labels }}

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

@@ -11,18 +11,22 @@ jobs:
     steps:
       -
         name: Checkout
-        uses: actions/checkout@v2
+        uses: actions/checkout@v4
       -
         name: Login to DockerHub
-        uses: docker/login-action@v1
+        uses: docker/login-action@v3
         with:
           username: ${{ secrets.DOCKER_USERNAME }}
           password: ${{ secrets.DOCKER_PASSWORD }}
       -
         name: Build
-        uses: docker/build-push-action@v2
+        uses: docker/build-push-action@v6
         with:
           file: Dockerfile
           context: .
           platforms: linux/amd64
-          push: false
+          push: false
+          build-args: |
+            BUILD_PIPELINE=1
+            CHECK_3RD_API=${{ vars.CHECK_3RD_API }}
+            SKIP_TESTS=${{ vars.SKIP_TESTS }}

.gitignore

@@ -144,3 +144,6 @@ dist/
 # Visual Studio Code
 .vscode/
 *.code-workspace
+
+# Roo Code
+.roo/

Dockerfile

@@ -1,7 +1,13 @@
 # Build backend binary file
-FROM golang:1.22.8-alpine3.20 AS be-builder
+FROM golang:1.24.4-alpine3.22 AS be-builder
 ARG RELEASE_BUILD
+ARG BUILD_PIPELINE
+ARG CHECK_3RD_API
+ARG SKIP_TESTS
 ENV RELEASE_BUILD=$RELEASE_BUILD
+ENV BUILD_PIPELINE=$BUILD_PIPELINE
+ENV CHECK_3RD_API=$CHECK_3RD_API
+ENV SKIP_TESTS=$SKIP_TESTS
 WORKDIR /go/src/github.com/mayswind/ezbookkeeping
 COPY . .
 RUN docker/backend-build-pre-setup.sh
@@ -9,9 +15,11 @@ RUN apk add git gcc g++ libc-dev
 RUN ./build.sh backend
 
 # Build frontend files
-FROM --platform=$BUILDPLATFORM node:20.18.0-alpine3.20 AS fe-builder
+FROM --platform=$BUILDPLATFORM node:22.16.0-alpine3.22 AS fe-builder
 ARG RELEASE_BUILD
+ARG BUILD_PIPELINE
 ENV RELEASE_BUILD=$RELEASE_BUILD
+ENV BUILD_PIPELINE=$BUILD_PIPELINE
 WORKDIR /go/src/github.com/mayswind/ezbookkeeping
 COPY . .
 RUN docker/frontend-build-pre-setup.sh
@@ -19,7 +27,7 @@ RUN apk add git
 RUN ./build.sh frontend
 
 # Package docker image
-FROM alpine:3.20.3
+FROM alpine:3.22.0
 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) 2020-2024 MaysWind (i@mayswind.net)
+Copyright (c) 2020-2025 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

@@ -6,32 +6,45 @@
 [![Latest Release](https://img.shields.io/github/release/mayswind/ezbookkeeping.svg?style=flat)](https://github.com/mayswind/ezbookkeeping/releases)
 
 ## Introduction
-ezBookkeeping is a lightweight personal bookkeeping app hosted by yourself. It can be deployed on almost all platforms, including Windows, macOS and Linux on x86, amd64 and ARM architectures. You can even deploy it on an raspberry device. It also supports many different databases, including sqlite and mysql. With docker, you can just deploy it via one command without complicated configuration.
+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.
 
-Online Demo: [https://ezbookkeeping-demo.mayswind.net](https://ezbookkeeping-demo.mayswind.net)
+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.
+
+Live Demo: [https://ezbookkeeping-demo.mayswind.net](https://ezbookkeeping-demo.mayswind.net)
 
 ## Features
-1. Open source & Self-hosted
-2. Lightweight & Fast
-3. Easy to install
-    * Docker support
-    * Multiple database support (SQLite, MySQL, PostgreSQL, etc.)
-    * Multiple operation system & hardware support (Windows, macOS, Linux & x86, amd64, ARM)
-4. User-friendly interface
-    * Both desktop and mobile UI
-    * Close to native app experience (for mobile device)
-    * Two-level account & two-level category support
-    * Plentiful preset categories
-    * Geographic location and map support
-    * Searching & filtering history records
-    * Data statistics
-    * Dark theme
-5. Multiple currency support & automatically updating exchange rates
-6. Multiple timezone support
-7. Multi-language support
-8. Two-factor authentication
-9. Application lock (PIN code / WebAuthn)
-10. Data import & export
+- **Open Source & Self-Hosted**
+    - Built for privacy and control
+- **Lightweight & Fast**
+    - Optimized for performance, runs smoothly even on low-resource environments
+- **Easy Installation**
+    - Docker-ready
+    - Supports SQLite, MySQL, PostgreSQL
+    - Cross-platform (Windows, macOS, Linux)
+    - Works on x86, amd64, ARM architectures
+- **User-Friendly Interface**
+    - UI optimized for both mobile and desktop
+    - PWA support for native-like mobile experience
+    - Dark mode
+- **AI-Powered Features**
+    - Supports MCP (Model Context Protocol) for AI integration
+- **Powerful Bookkeeping**
+    - Two-level accounts and categories
+    - Attach images to transactions
+    - Location tracking with maps
+    - Recurring transactions
+    - Advanced filtering, search, visualization, and analysis
+- **Localization & Globalization**
+    - Multi-language and multi-currency support
+    - Automatic exchange rates
+    - Multi-timezone awareness
+    - Custom formats for dates, numbers, and currencies
+- **Security**
+    - Two-factor authentication (2FA)
+    - Login rate limiting
+    - Application lock (PIN code / WebAuthn)
+- **Data Import/Export**
+    - Supports CSV, OFX, QFX, QIF, IIF, Camt.053, MT940, GnuCash, Firefly III, Beancount, and more
 
 ## Screenshots
 ### Desktop Version
@@ -41,19 +54,19 @@ Online Demo: [https://ezbookkeeping-demo.mayswind.net](https://ezbookkeeping-dem
 [![ezBookkeeping](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/mobile/en.png)](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/mobile/en.png)
 
 ## Installation
-### Ship with docker
+### Run with Docker
 Visit [Docker Hub](https://hub.docker.com/r/mayswind/ezbookkeeping) to see all images and tags.
 
-Latest Release:
+**Latest Release:**
 
     $ docker run -p8080:8080 mayswind/ezbookkeeping
 
-Latest Daily Build:
+**Latest Daily Build:**
 
     $ docker run -p8080:8080 mayswind/ezbookkeeping:latest-snapshot
 
-### Install from binary
-Latest release: [https://github.com/mayswind/ezbookkeeping/releases](https://github.com/mayswind/ezbookkeeping/releases)
+### Install from Binary
+Download the latest release: [https://github.com/mayswind/ezbookkeeping/releases](https://github.com/mayswind/ezbookkeeping/releases)
 
 **Linux / macOS**
 
@@ -63,9 +76,9 @@ Latest release: [https://github.com/mayswind/ezbookkeeping/releases](https://git
 
     > .\ezbookkeeping.exe server run
 
-ezBookkeeping will listen at port 8080 as default. Then you can visit `http://{YOUR_HOST_ADDRESS}:8080/` .
+By default, ezBookkeeping listens on port 8080. You can then visit `http://{YOUR_HOST_ADDRESS}:8080/` .
 
-### Build from source
+### 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:
 
 **Linux / macOS**
@@ -80,15 +93,47 @@ All the files will be packaged in `ezbookkeeping.tar.gz`.
 
 All the files will be packaged in `ezbookkeeping.zip`.
 
-You can also build docker image, make sure you have [docker](https://www.docker.com/) installed, then follow these steps:
+You can also build a Docker image. Make sure you have [Docker](https://www.docker.com/) installed, then follow these steps:
 
 **Linux**
 
     $ ./build.sh docker
 
-## Documents
+## Contributing
+We welcome contributions of all kinds!
+
+Found a bug? [Submit an issue](https://github.com/mayswind/ezbookkeeping/issues)
+
+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.
+
+## 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:
+
+| Tag | Language | Contributors |
+| --- | --- | --- |
+| de | Deutsch | [@chrgm](https://github.com/chrgm) |
+| en | English | / |
+| es | Español | [@Miguelonlonlon](https://github.com/Miguelonlonlon) |
+| it | Italiano | [@waron97](https://github.com/waron97) |
+| ja | 日本語 | [@tkymmm](https://github.com/tkymmm) |
+| pt-BR | Português (Brasil) | [@thecodergus](https://github.com/thecodergus) |
+| ru | Русский | [@artegoser](https://github.com/artegoser) |
+| 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!
+
+## Documentation
 1. [English](http://ezbookkeeping.mayswind.net)
-1. [简体中文 (Simplified Chinese)](http://ezbookkeeping.mayswind.net/zh_Hans)
+1. [中文 (简体)](http://ezbookkeeping.mayswind.net/zh_Hans)
 
 ## License
 [MIT](https://github.com/mayswind/ezbookkeeping/blob/master/LICENSE)

build.bat

@@ -3,6 +3,7 @@
 set "TYPE="
 set "NO_LINT=0"
 set "NO_TEST=0"
+set "SKIP_TESTS=%SKIP_TESTS%"
 set "RELEASE=%RELEASE_BUILD%"
 set "RELEASE_TYPE=unknown"
 set "VERSION="
@@ -56,7 +57,7 @@ goto :pre_parse_args
     echo     /r, --release           Build release (The script will use environment variable "RELEASE_BUILD" to detect whether this is release building by default)
     echo     /o, --output ^<filename^> Package file name (For "package" type only)
     echo     --no-lint               Do not execute lint check before building
-    echo     --no-test               Do not execute unit testing before building
+    echo     --no-test               Do not execute unit testing before building (You can use environment variable "SKIP_TESTS" to skip specified tests)
     echo     /h, --help              Show help
     goto :eof
 
@@ -139,7 +140,13 @@ goto :pre_parse_args
     if "%NO_TEST%"=="0" (
         echo Executing backend unit testing...
         call go clean -cache
-        call go test .\... -v
+
+        if "%SKIP_TESTS%"=="" (
+            call go test .\... -v
+        ) else (
+            echo (Skip unit test "%SKIP_TESTS%")
+            call go test .\... -v -skip "%SKIP_TESTS%"
+        )
 
         if !errorlevel! neq 0 (
             call :echo_red "Error: Failed to pass unit testing"
@@ -184,6 +191,17 @@ goto :pre_parse_args
         )
     )
 
+    if "%NO_TEST%"=="0" (
+        echo Executing frontend unit testing...
+
+        call npm run test
+
+        if !errorlevel! neq 0 (
+            call :echo_red "Error: Failed to pass unit testing"
+            goto :end
+        )
+    )
+
     endlocal
 
     echo Building frontend files(%RELEASE_TYPE%)...

build.sh

@@ -3,6 +3,7 @@
 TYPE=""
 NO_LINT="0"
 NO_TEST="0"
+SKIP_TESTS="${SKIP_TESTS}"
 RELEASE=${RELEASE_BUILD:-"0"}
 RELEASE_TYPE="unknown"
 VERSION=""
@@ -43,7 +44,7 @@ Options:
     -o, --output <filename> Package file name (For "package" type only)
     -t, --tag               Docker tag (For "docker" type only)
     --no-lint               Do not execute lint check before building
-    --no-test               Do not execute unit testing before building
+    --no-test               Do not execute unit testing before building (You can use environment variable "SKIP_TESTS" to skip specified tests)
     -h, --help              Show help
 EOF
 }
@@ -137,7 +138,13 @@ build_backend() {
     if [ "$NO_TEST" = "0" ]; then
         echo "Executing backend unit testing..."
         go clean -cache
-        go test ./... -v
+
+        if [ -z "$SKIP_TESTS" ]; then
+            go test ./... -v
+        else
+            echo "(Skip unit test \"$SKIP_TESTS\")"
+            go test ./... -v -skip "$SKIP_TESTS"
+        fi
 
         if [ "$?" != "0" ]; then
             echo_red "Error: Failed to pass unit testing"
@@ -172,6 +179,17 @@ build_frontend() {
         fi
     fi
 
+    if [ "$NO_TEST" = "0" ]; then
+        echo "Executing frontend unit testing..."
+
+        npm run test
+
+        if [ "$?" != "0" ]; then
+            echo_red "Error: Failed to pass unit testing"
+            exit 1
+        fi
+    fi
+
     echo "Building frontend files ($RELEASE_TYPE)..."
 
     if [ "$RELEASE" = "0" ]; then

cmd/base.go

@@ -1,14 +1,16 @@
 package cmd
 
 import (
-	"github.com/urfave/cli/v2"
+	"context"
+
+	"github.com/urfave/cli/v3"
 
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 )
 
 func bindAction(fn core.CliHandlerFunc) cli.ActionFunc {
-	return func(cliCtx *cli.Context) error {
-		c := core.WrapCilContext(cliCtx)
+	return func(ctx context.Context, cmd *cli.Command) error {
+		c := core.WrapCilContext(ctx, cmd)
 		return fn(c)
 	}
 }

cmd/cron_jobs.go

@@ -3,7 +3,7 @@ package cmd
 import (
 	"fmt"
 
-	"github.com/urfave/cli/v2"
+	"github.com/urfave/cli/v3"
 
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/cron"
@@ -14,7 +14,7 @@ import (
 var CronJobs = &cli.Command{
 	Name:  "cron",
 	Usage: "ezBookkeeping cron job utilities",
-	Subcommands: []*cli.Command{
+	Commands: []*cli.Command{
 		{
 			Name:   "list",
 			Usage:  "List all enabled cron jobs",

cmd/database.go

@@ -1,7 +1,7 @@
 package cmd
 
 import (
-	"github.com/urfave/cli/v2"
+	"github.com/urfave/cli/v3"
 
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/datastore"
@@ -13,7 +13,7 @@ import (
 var Database = &cli.Command{
 	Name:  "database",
 	Usage: "ezBookkeeping database maintenance",
-	Subcommands: []*cli.Command{
+	Commands: []*cli.Command{
 		{
 			Name:   "update",
 			Usage:  "Update database structure",
@@ -133,5 +133,21 @@ func updateAllDatabaseTablesStructure(c *core.CliContext) error {
 
 	log.BootInfof(c, "[database.updateAllDatabaseTablesStructure] transaction picture table maintained successfully")
 
+	err = datastore.Container.UserDataStore.SyncStructs(new(models.UserCustomExchangeRate))
+
+	if err != nil {
+		return err
+	}
+
+	log.BootInfof(c, "[database.updateAllDatabaseTablesStructure] user custom exchange rate table maintained successfully")
+
+	err = datastore.Container.UserDataStore.SyncStructs(new(models.UserApplicationCloudSetting))
+
+	if err != nil {
+		return err
+	}
+
+	log.BootInfof(c, "[database.updateAllDatabaseTablesStructure] user application cloud settings table maintained successfully")
+
 	return nil
 }

cmd/security.go

@@ -3,7 +3,7 @@ package cmd
 import (
 	"fmt"
 
-	"github.com/urfave/cli/v2"
+	"github.com/urfave/cli/v3"
 
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/utils"
@@ -13,7 +13,7 @@ import (
 var SecurityUtils = &cli.Command{
 	Name:  "security",
 	Usage: "ezBookkeeping security utilities",
-	Subcommands: []*cli.Command{
+	Commands: []*cli.Command{
 		{
 			Name:   "gen-secret-key",
 			Usage:  "Generate a random secret key",

cmd/user_data.go

@@ -4,7 +4,7 @@ import (
 	"fmt"
 	"os"
 
-	"github.com/urfave/cli/v2"
+	"github.com/urfave/cli/v3"
 
 	clis "github.com/mayswind/ezbookkeeping/pkg/cli"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
@@ -18,7 +18,7 @@ import (
 var UserData = &cli.Command{
 	Name:  "userdata",
 	Usage: "ezBookkeeping user data maintenance",
-	Subcommands: []*cli.Command{
+	Commands: []*cli.Command{
 		{
 			Name:   "user-add",
 			Usage:  "Add new user",
@@ -114,6 +114,63 @@ var UserData = &cli.Command{
 				},
 			},
 		},
+		{
+			Name:   "user-set-restrict-features",
+			Usage:  "Set restrictions of user features",
+			Action: bindAction(setUserFeatureRestriction),
+			Flags: []cli.Flag{
+				&cli.StringFlag{
+					Name:     "username",
+					Aliases:  []string{"n"},
+					Required: true,
+					Usage:    "Specific user name",
+				},
+				&cli.StringFlag{
+					Name:     "features",
+					Aliases:  []string{"t"},
+					Required: true,
+					Usage:    "Specific feature types (feature types separated by commas)",
+				},
+			},
+		},
+		{
+			Name:   "user-add-restrict-features",
+			Usage:  "Add restrictions of user features",
+			Action: bindAction(addUserFeatureRestriction),
+			Flags: []cli.Flag{
+				&cli.StringFlag{
+					Name:     "username",
+					Aliases:  []string{"n"},
+					Required: true,
+					Usage:    "Specific user name",
+				},
+				&cli.StringFlag{
+					Name:     "features",
+					Aliases:  []string{"t"},
+					Required: true,
+					Usage:    "Specific feature types (feature types separated by commas)",
+				},
+			},
+		},
+		{
+			Name:   "user-remove-restrict-features",
+			Usage:  "Remove restrictions of user features",
+			Action: bindAction(removeUserFeatureRestriction),
+			Flags: []cli.Flag{
+				&cli.StringFlag{
+					Name:     "username",
+					Aliases:  []string{"n"},
+					Required: true,
+					Usage:    "Specific user name",
+				},
+				&cli.StringFlag{
+					Name:     "features",
+					Aliases:  []string{"t"},
+					Required: true,
+					Usage:    "Specific feature types (feature types separated by commas)",
+				},
+			},
+		},
 		{
 			Name:   "user-resend-verify-email",
 			Usage:  "Resend user verify email",
@@ -192,6 +249,25 @@ var UserData = &cli.Command{
 				},
 			},
 		},
+		{
+			Name:   "user-session-new",
+			Usage:  "Create new session for user",
+			Action: bindAction(createNewUserToken),
+			Flags: []cli.Flag{
+				&cli.StringFlag{
+					Name:     "username",
+					Aliases:  []string{"n"},
+					Required: true,
+					Usage:    "Specific user name",
+				},
+				&cli.StringFlag{
+					Name:     "type",
+					Aliases:  []string{"t"},
+					Required: false,
+					Usage:    "Specific token type, supports \"normal\" and \"mcp\", default is \"normal\"",
+				},
+			},
+		},
 		{
 			Name:   "user-session-clear",
 			Usage:  "Clear user all sessions",
@@ -423,6 +499,81 @@ func disableUser(c *core.CliContext) error {
 	return nil
 }
 
+func setUserFeatureRestriction(c *core.CliContext) error {
+	_, err := initializeSystem(c)
+
+	if err != nil {
+		return err
+	}
+
+	username := c.String("username")
+	featureRestriction := core.ParseUserFeatureRestrictions(c.String("features"))
+	err = clis.UserData.SetUserFeatureRestrictions(c, username, featureRestriction)
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.setUserFeatureRestriction] error occurs when setting user feature restriction")
+		return err
+	}
+
+	log.CliInfof(c, "[user_data.setUserFeatureRestriction] user \"%s\" has been set new feature restriction", username)
+
+	return nil
+}
+
+func addUserFeatureRestriction(c *core.CliContext) error {
+	_, err := initializeSystem(c)
+
+	if err != nil {
+		return err
+	}
+
+	username := c.String("username")
+	featureRestriction := core.ParseUserFeatureRestrictions(c.String("features"))
+
+	if featureRestriction < 1 {
+		log.CliErrorf(c, "[user_data.addUserFeatureRestriction] nothing has been modified")
+		return nil
+	}
+
+	err = clis.UserData.AddUserFeatureRestrictions(c, username, featureRestriction)
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.addUserFeatureRestriction] error occurs when adding user feature restriction")
+		return err
+	}
+
+	log.CliInfof(c, "[user_data.addUserFeatureRestriction] user \"%s\" has been add new feature restriction", username)
+
+	return nil
+}
+
+func removeUserFeatureRestriction(c *core.CliContext) error {
+	_, err := initializeSystem(c)
+
+	if err != nil {
+		return err
+	}
+
+	username := c.String("username")
+	featureRestriction := core.ParseUserFeatureRestrictions(c.String("features"))
+
+	if featureRestriction < 1 {
+		log.CliErrorf(c, "[user_data.removeUserFeatureRestriction] nothing has been modified")
+		return nil
+	}
+
+	err = clis.UserData.RemoveUserFeatureRestrictions(c, username, featureRestriction)
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.removeUserFeatureRestriction] error occurs when removing user feature restriction")
+		return err
+	}
+
+	log.CliInfof(c, "[user_data.removeUserFeatureRestriction] user \"%s\" has been removed new feature restriction", username)
+
+	return nil
+}
+
 func resendUserVerifyEmail(c *core.CliContext) error {
 	_, err := initializeSystem(c)
 
@@ -549,6 +700,38 @@ func listUserTokens(c *core.CliContext) error {
 	return nil
 }
 
+func createNewUserToken(c *core.CliContext) error {
+	_, err := initializeSystem(c)
+
+	if err != nil {
+		return err
+	}
+
+	username := c.String("username")
+	tokenType := c.String("type")
+
+	if tokenType == "" {
+		tokenType = "normal"
+	}
+
+	if tokenType != "normal" && tokenType != "mcp" {
+		log.CliErrorf(c, "[user_data.createNewUserToken] token type is invalid")
+		return nil
+	}
+
+	token, tokenString, err := clis.UserData.CreateNewUserToken(c, username, tokenType)
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.createNewUserToken] error occurs when creating user token")
+		return err
+	}
+
+	printTokenInfo(token)
+	fmt.Printf("[NewToken] %s\n", tokenString)
+
+	return nil
+}
+
 func clearUserTokens(c *core.CliContext) error {
 	_, err := initializeSystem(c)
 
@@ -626,7 +809,11 @@ func exportUserTransaction(c *core.CliContext) error {
 	filePath := c.String("file")
 	fileType := c.String("type")
 
-	if fileType != "" && fileType != "csv" && fileType != "tsv" {
+	if fileType == "" {
+		fileType = "csv"
+	}
+
+	if fileType != "csv" && fileType != "tsv" {
 		log.CliErrorf(c, "[user_data.exportUserTransaction] export file type is not supported")
 		return errs.ErrNotSupported
 	}
@@ -725,16 +912,20 @@ func printUserInfo(user *models.User) {
 	fmt.Printf("[Language] %s\n", user.Language)
 	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("[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("[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)
+	fmt.Printf("[FeatureRestriction] %s (%d)\n", user.FeatureRestriction, user.FeatureRestriction)
 	fmt.Printf("[Deleted] %t\n", user.Deleted)
 	fmt.Printf("[EmailVerified] %t\n", user.EmailVerified)
 	fmt.Printf("[CreatedAt] %s (%d)\n", utils.FormatUnixTimeToLongDateTimeInServerTimezone(user.CreatedUnixTime), user.CreatedUnixTime)

cmd/utility.go

@@ -5,7 +5,7 @@ import (
 	"fmt"
 	"net"
 
-	"github.com/urfave/cli/v2"
+	"github.com/urfave/cli/v3"
 
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
@@ -18,7 +18,7 @@ import (
 var Utilities = &cli.Command{
 	Name:  "utility",
 	Usage: "ezBookkeeping utilities",
-	Subcommands: []*cli.Command{
+	Commands: []*cli.Command{
 		{
 			Name:   "parse-default-request-id",
 			Usage:  "Parse a request id which is generated by default request generator and show the details",

cmd/webserver.go

@@ -2,6 +2,7 @@ package cmd
 
 import (
 	"fmt"
+	"net/http"
 	"path/filepath"
 	"time"
 
@@ -11,13 +12,14 @@ import (
 	"github.com/gin-gonic/gin"
 	"github.com/gin-gonic/gin/binding"
 	"github.com/go-playground/validator/v10"
-	"github.com/urfave/cli/v2"
+	"github.com/urfave/cli/v3"
 
 	"github.com/mayswind/ezbookkeeping/pkg/api"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/cron"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/mcp"
 	"github.com/mayswind/ezbookkeeping/pkg/middlewares"
 	"github.com/mayswind/ezbookkeeping/pkg/requestid"
 	"github.com/mayswind/ezbookkeeping/pkg/settings"
@@ -29,7 +31,7 @@ import (
 var WebServer = &cli.Command{
 	Name:  "server",
 	Usage: "ezBookkeeping web server operation",
-	Subcommands: []*cli.Command{
+	Commands: []*cli.Command{
 		{
 			Name:   "run",
 			Usage:  "Run ezBookkeeping web server",
@@ -63,6 +65,13 @@ func startWebServer(c *core.CliContext) error {
 		return err
 	}
 
+	err = mcp.InitializeMCPHandlers(config)
+
+	if err != nil {
+		log.BootErrorf(c, "[webserver.startWebServer] initializes mcp handlers failed, because %s", err.Error())
+		return err
+	}
+
 	err = cron.InitializeCronJobSchedulerContainer(c, config, true)
 
 	if err != nil {
@@ -98,11 +107,14 @@ func startWebServer(c *core.CliContext) error {
 		_ = v.RegisterValidation("validCurrency", validators.ValidCurrency)
 		_ = v.RegisterValidation("validHexRGBColor", validators.ValidHexRGBColor)
 		_ = v.RegisterValidation("validAmountFilter", validators.ValidAmountFilter)
+		_ = v.RegisterValidation("validFiscalYearStart", validators.ValidateFiscalYearStart)
 	}
 
 	router.NoRoute(bindApi(api.Default.ApiNotFound))
 	router.NoMethod(bindApi(api.Default.MethodNotAllowed))
 
+	serverSettingsCacheStore := persistence.NewInMemoryStore(time.Minute)
+
 	router.StaticFile("/", filepath.Join(config.StaticRootPath, "index.html"))
 	router.Static("/js", filepath.Join(config.StaticRootPath, "js"))
 	router.Static("/css", filepath.Join(config.StaticRootPath, "css"))
@@ -114,12 +126,14 @@ func startWebServer(c *core.CliContext) error {
 	router.StaticFile("favicon.png", filepath.Join(config.StaticRootPath, "favicon.png"))
 	router.StaticFile("touchicon.png", filepath.Join(config.StaticRootPath, "touchicon.png"))
 	router.StaticFile("manifest.json", filepath.Join(config.StaticRootPath, "manifest.json"))
+	router.StaticFile("sw.js", filepath.Join(config.StaticRootPath, "sw.js"))
+	router.GET("/server_settings.js", bindCachedJs(api.ServerSettings.ServerSettingsJavascriptHandler, serverSettingsCacheStore))
 
-	mobileEntryRoute := router.Group("/mobile")
-	mobileEntryRoute.Use(bindMiddleware(middlewares.ServerSettingsCookie(config)))
-	{
-		mobileEntryRoute.StaticFile("/", filepath.Join(config.StaticRootPath, "mobile.html"))
+	for i := 0; i < len(workboxFileNames); i++ {
+		router.StaticFile("/"+workboxFileNames[i], filepath.Join(config.StaticRootPath, workboxFileNames[i]))
 	}
+
+	router.StaticFile("/mobile", filepath.Join(config.StaticRootPath, "mobile.html"))
 	router.Static("/mobile/js", filepath.Join(config.StaticRootPath, "js"))
 	router.Static("/mobile/css", filepath.Join(config.StaticRootPath, "css"))
 	router.Static("/mobile/img", filepath.Join(config.StaticRootPath, "img"))
@@ -129,16 +143,13 @@ func startWebServer(c *core.CliContext) error {
 	router.StaticFile("/mobile/touchicon.png", filepath.Join(config.StaticRootPath, "touchicon.png"))
 	router.StaticFile("/mobile/manifest.json", filepath.Join(config.StaticRootPath, "manifest.json"))
 	router.StaticFile("/mobile/sw.js", filepath.Join(config.StaticRootPath, "sw.js"))
+	router.GET("/mobile/server_settings.js", bindCachedJs(api.ServerSettings.ServerSettingsJavascriptHandler, serverSettingsCacheStore))
 
 	for i := 0; i < len(workboxFileNames); i++ {
 		router.StaticFile("/mobile/"+workboxFileNames[i], filepath.Join(config.StaticRootPath, workboxFileNames[i]))
 	}
 
-	desktopEntryRoute := router.Group("/desktop")
-	desktopEntryRoute.Use(bindMiddleware(middlewares.ServerSettingsCookie(config)))
-	{
-		desktopEntryRoute.StaticFile("/", filepath.Join(config.StaticRootPath, "desktop.html"))
-	}
+	router.StaticFile("/desktop", filepath.Join(config.StaticRootPath, "desktop.html"))
 	router.Static("/desktop/js", filepath.Join(config.StaticRootPath, "js"))
 	router.Static("/desktop/css", filepath.Join(config.StaticRootPath, "css"))
 	router.Static("/desktop/img", filepath.Join(config.StaticRootPath, "img"))
@@ -148,6 +159,7 @@ func startWebServer(c *core.CliContext) error {
 	router.StaticFile("/desktop/touchicon.png", filepath.Join(config.StaticRootPath, "touchicon.png"))
 	router.StaticFile("/desktop/manifest.json", filepath.Join(config.StaticRootPath, "manifest.json"))
 	router.StaticFile("/desktop/sw.js", filepath.Join(config.StaticRootPath, "sw.js"))
+	router.GET("/desktop/server_settings.js", bindCachedJs(api.ServerSettings.ServerSettingsJavascriptHandler, serverSettingsCacheStore))
 
 	for i := 0; i < len(workboxFileNames); i++ {
 		router.StaticFile("/desktop/"+workboxFileNames[i], filepath.Join(config.StaticRootPath, workboxFileNames[i]))
@@ -171,11 +183,6 @@ func startWebServer(c *core.CliContext) error {
 
 	router.GET("/healthz.json", bindApi(api.Healths.HealthStatusHandler))
 
-	if config.Mode == settings.MODE_DEVELOPMENT {
-		devRoute := router.Group("/dev")
-		devRoute.GET("/cookies", bindMiddleware(middlewares.ServerSettingsCookie(config)))
-	}
-
 	proxyRoute := router.Group("/proxy")
 	proxyRoute.Use(bindMiddleware(middlewares.JWTAuthorizationByQueryString))
 	{
@@ -214,6 +221,27 @@ func startWebServer(c *core.CliContext) error {
 		qrCodeRoute.GET("/mobile_url.png", bindCachedImage(api.QrCodes.MobileUrlQrCodeHandler, qrCodeCacheStore))
 	}
 
+	if config.EnableMCPServer {
+		mcpRoute := router.Group("/mcp")
+		mcpRoute.Use(bindMiddleware(middlewares.RequestId(config)))
+		mcpRoute.Use(bindMiddleware(middlewares.RequestLog))
+		mcpRoute.Use(bindMiddleware(middlewares.MCPServerIpLimit(config)))
+		mcpRoute.Use(bindMiddleware(middlewares.JWTMCPAuthorization))
+		{
+			mcpRoute.POST("", bindJSONRPCApi(map[string]core.JSONRPCApiHandlerFunc{
+				"initialize":     api.ModelContextProtocols.InitializeHandler,
+				"resources/list": api.ModelContextProtocols.ListResourcesHandler,
+				"resources/read": api.ModelContextProtocols.ReadResourceHandler,
+				"tools/list":     api.ModelContextProtocols.ListToolsHandler,
+				"tools/call":     api.ModelContextProtocols.CallToolHandler,
+				"ping":           api.ModelContextProtocols.PingHandler,
+			}, map[string]int{
+				"notifications/initialized": http.StatusAccepted,
+			}))
+			mcpRoute.GET("", bindApi(api.Default.MethodNotAllowed))
+		}
+	}
+
 	apiRoute := router.Group("/api")
 
 	apiRoute.Use(bindMiddleware(middlewares.RequestId(config)))
@@ -261,6 +289,7 @@ func startWebServer(c *core.CliContext) error {
 		{
 			// Tokens
 			apiV1Route.GET("/tokens/list.json", bindApi(api.Tokens.TokenListHandler))
+			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))
 			apiV1Route.POST("/tokens/refresh.json", bindApiWithTokenUpdate(api.Tokens.TokenRefreshHandler, config))
@@ -278,6 +307,11 @@ func startWebServer(c *core.CliContext) error {
 				apiV1Route.POST("/users/verify_email/resend.json", bindApi(api.Users.UserSendVerifyEmailByLoginedUserHandler))
 			}
 
+			// 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))
+			apiV1Route.POST("/users/settings/cloud/disable.json", bindApi(api.UserApplicationCloudSettings.ApplicationSettingsDisableHandler))
+
 			// Two-Factor Authorization
 			if config.EnableTwoFactor {
 				apiV1Route.GET("/users/2fa/status.json", bindApi(api.TwoFactorAuthorizations.TwoFactorStatusHandler))
@@ -304,6 +338,7 @@ func startWebServer(c *core.CliContext) error {
 			apiV1Route.POST("/accounts/hide.json", bindApi(api.Accounts.AccountHideHandler))
 			apiV1Route.POST("/accounts/move.json", bindApi(api.Accounts.AccountMoveHandler))
 			apiV1Route.POST("/accounts/delete.json", bindApi(api.Accounts.AccountDeleteHandler))
+			apiV1Route.POST("/accounts/sub_account/delete.json", bindApi(api.Accounts.SubAccountDeleteHandler))
 
 			// Transactions
 			apiV1Route.GET("/transactions/count.json", bindApi(api.Transactions.TransactionCountHandler))
@@ -318,8 +353,10 @@ func startWebServer(c *core.CliContext) error {
 			apiV1Route.POST("/transactions/delete.json", bindApi(api.Transactions.TransactionDeleteHandler))
 
 			if config.EnableDataImport {
+				apiV1Route.POST("/transactions/parse_dsv_file.json", bindApi(api.Transactions.TransactionParseImportDsvFileDataHandler))
 				apiV1Route.POST("/transactions/parse_import.json", bindApi(api.Transactions.TransactionParseImportFileHandler))
 				apiV1Route.POST("/transactions/import.json", bindApi(api.Transactions.TransactionImportHandler))
+				apiV1Route.GET("/transactions/import/process.json", bindApi(api.Transactions.TransactionImportProcessHandler))
 			}
 
 			// Transaction Pictures
@@ -342,6 +379,7 @@ func startWebServer(c *core.CliContext) error {
 			apiV1Route.GET("/transaction/tags/list.json", bindApi(api.TransactionTags.TagListHandler))
 			apiV1Route.GET("/transaction/tags/get.json", bindApi(api.TransactionTags.TagGetHandler))
 			apiV1Route.POST("/transaction/tags/add.json", bindApi(api.TransactionTags.TagCreateHandler))
+			apiV1Route.POST("/transaction/tags/add_batch.json", bindApi(api.TransactionTags.TagCreateBatchHandler))
 			apiV1Route.POST("/transaction/tags/modify.json", bindApi(api.TransactionTags.TagModifyHandler))
 			apiV1Route.POST("/transaction/tags/hide.json", bindApi(api.TransactionTags.TagHideHandler))
 			apiV1Route.POST("/transaction/tags/move.json", bindApi(api.TransactionTags.TagMoveHandler))
@@ -358,6 +396,11 @@ func startWebServer(c *core.CliContext) error {
 
 			// Exchange Rates
 			apiV1Route.GET("/exchange_rates/latest.json", bindApi(api.ExchangeRates.LatestExchangeRateHandler))
+			apiV1Route.POST("/exchange_rates/user_custom/update.json", bindApi(api.ExchangeRates.UserCustomExchangeRateUpdateHandler))
+			apiV1Route.POST("/exchange_rates/user_custom/delete.json", bindApi(api.ExchangeRates.UserCustomExchangeRateDeleteHandler))
+
+			// System
+			apiV1Route.GET("/systems/version.json", bindApi(api.Systems.VersionHandler))
 		}
 	}
 
@@ -420,6 +463,69 @@ func bindApiWithTokenUpdate(fn core.ApiHandlerFunc, config *settings.Config) gin
 	}
 }
 
+func bindJSONRPCApi(fns map[string]core.JSONRPCApiHandlerFunc, skipMethods map[string]int) gin.HandlerFunc {
+	return func(ginCtx *gin.Context) {
+		c := core.WrapWebContext(ginCtx)
+
+		var jsonRPCRequest core.JSONRPCRequest
+		reqErr := c.ShouldBindBodyWithJSON(&jsonRPCRequest)
+
+		if reqErr != nil {
+			utils.PrintJSONRPCErrorResult(c, nil, errs.NewIncompleteOrIncorrectSubmissionError(reqErr))
+			return
+		}
+
+		if skipMethods != nil {
+			httpStatusCode, exists := skipMethods[jsonRPCRequest.Method]
+
+			if exists {
+				c.AbortWithStatus(httpStatusCode)
+				return
+			}
+		}
+
+		fn, exists := fns[jsonRPCRequest.Method]
+
+		if !exists {
+			utils.PrintJSONRPCErrorResult(c, &jsonRPCRequest, errs.ErrApiNotFound)
+			return
+		}
+
+		result, err := fn(c, &jsonRPCRequest)
+
+		if err != nil {
+			utils.PrintJSONRPCErrorResult(c, &jsonRPCRequest, err)
+		} else {
+			utils.PrintJSONRPCSuccessResult(c, &jsonRPCRequest, result)
+		}
+	}
+}
+
+func bindEventStreamApi(fn core.EventStreamApiHandlerFunc) gin.HandlerFunc {
+	return func(ginCtx *gin.Context) {
+		c := core.WrapWebContext(ginCtx)
+		utils.SetEventStreamHeader(c)
+		err := fn(c)
+
+		if err != nil {
+			utils.WriteEventStreamJsonErrorResult(c, err)
+		}
+	}
+}
+
+func bindCachedJs(fn core.DataHandlerFunc, store persistence.CacheStore) gin.HandlerFunc {
+	return cache.CachePage(store, time.Minute, func(ginCtx *gin.Context) {
+		c := core.WrapWebContext(ginCtx)
+		result, _, err := fn(c)
+
+		if err != nil {
+			utils.PrintDataErrorResult(c, "text/javascript", err)
+		} else {
+			utils.PrintDataSuccessResult(c, "text/javascript", "", result)
+		}
+	})
+}
+
 func bindCsv(fn core.DataHandlerFunc) gin.HandlerFunc {
 	return func(ginCtx *gin.Context) {
 		c := core.WrapWebContext(ginCtx)

conf/ezbookkeeping.ini

@@ -37,6 +37,13 @@ enable_gzip = false
 # Set to true to log each request and execution time
 log_request = true
 
+[mcp]
+# Set to true to enable MCP (Model Context Protocol) server (via http / https web server) for AI/LLM access
+enable_mcp = false
+
+# MCP server allowed remote IPs, a comma-separated list of allowed remote IPs (asterisk * for any addresses, e.g. 192.168.1.* means any IPs in the 192.168.1.x subnet), leave blank to allow all remote IPs
+mcp_allowed_remote_ips =
+
 [database]
 # Either "mysql", "postgres" or "sqlite3"
 type = sqlite3
@@ -180,6 +187,12 @@ email_verify_token_expired_time = 3600
 # Password reset token expired seconds (60 - 4294967295), default is 3600 (60 minutes)
 password_reset_token_expired_time = 3600
 
+# 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
 
@@ -217,6 +230,23 @@ avatar_provider = internal
 # For "internal" avatar provider only, maximum allowed user avatar file size (1 - 4294967295 bytes)
 max_user_avatar_size = 1048576
 
+# The default feature restrictions after user registration (feature types separated by commas), leave blank for no restrictions
+# Supports the following feature types:
+# 1: Update Password
+# 2: Update Email
+# 3: Update Profile Basic Info
+# 4: Update Avatar
+# 5: Logout Other Session
+# 6: Enable Two-Factor Authentication
+# 7: Disable Enable Two-Factor Authentication
+# 8: Forget Password
+# 9: Import Transactions
+# 10: Export Transactions
+# 11: Clear All Data
+# 12: Sync Application Settings
+# 13: MCP (Model Context Protocol) Access
+default_feature_restrictions =
+
 [data]
 # Set to true to allow users to export their data
 enable_export = true
@@ -227,13 +257,22 @@ enable_import = true
 # Maximum allowed import file size (1 - 4294967295 bytes)
 max_import_file_size = 10485760
 
+[tip]
+# Set to true to display custom tips in login page
+enable_tips_in_login_page = false
+
+# The custom tips displayed in login page, it supports multi-language configuration
+# Add an underscore and a language tag after the setting key to configure the notification content in that language, the same below
+# For example, login_page_tips_content_zh_hans means the notification content in Chinese (Simplified)
+login_page_tips_content =
+
 [notification]
 # Set to true to display custom notification in home page every time users register
 enable_notification_after_register = false
 
 # The notification content displayed each time users register, it supports multi-language configuration
 # Add an underscore and a language tag after the setting key to configure the notification content in that language, the same below
-# For example, after_login_notification_content_zh_hans means the notification content in Simplified Chinese
+# For example, after_login_notification_content_zh_hans means the notification content in Chinese (Simplified)
 after_register_notification_content =
 
 # Set to true to display custom notification in home page every time users login
@@ -291,7 +330,7 @@ amap_application_key =
 # "external_proxy": use an external proxy to request amap api (amap application secret should be set by external proxy)
 # "plain_text": append amap application secret to frontend request directly (insecurity for public network)
 # Please visit https://developer.amap.com/api/jsapi-v2/guide/abc/load for more information
-amap_security_verification_method = plain_text
+amap_security_verification_method = internal_proxy
 
 # For "amap" map provider only, Amap JavaScript API application secret, this setting must be provided when "amap_security_verification_method" is set to "internal_proxy" or "plain_text", please visit https://lbs.amap.com/api/javascript-api/guide/abc/prepare for more information
 amap_application_secret =
@@ -316,12 +355,24 @@ custom_map_tile_server_default_zoom_level = 14
 
 [exchange_rates]
 # Exchange rates data source, supports the following types:
-# "euro_central_bank": https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/index.en.html
-# "bank_of_canada": https://www.bankofcanada.ca/rates/exchange/daily-exchange-rates/
 # "reserve_bank_of_australia": https://www.rba.gov.au/statistics/frequency/exchange-rates.html
+# "bank_of_canada": https://www.bankofcanada.ca/rates/exchange/daily-exchange-rates/
 # "czech_national_bank": https://www.cnb.cz/en/financial-markets/foreign-exchange-market/central-bank-exchange-rate-fixing/central-bank-exchange-rate-fixing/
+# "danmarks_national_bank": https://www.nationalbanken.dk/en/what-we-do/stable-prices-monetary-policy-and-the-danish-economy/exchange-rates
+# "euro_central_bank": https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/index.en.html
+# "national_bank_of_georgia": https://nbg.gov.ge/en/monetary-policy/currency
+# "central_bank_of_hungary": https://www.mnb.hu/en/arfolyamok
+# "bank_of_israel": https://www.boi.org.il/en/economic-roles/financial-markets/exchange-rates/
+# "central_bank_of_myanmar": https://forex.cbm.gov.mm/index.php/fxrate
+# "norges_bank": https://www.norges-bank.no/en/topics/Statistics/exchange_rates/
 # "national_bank_of_poland": https://nbp.pl/en/statistic-and-financial-reporting/rates/
+# "national_bank_of_romania": https://www.bnr.ro/Exchange-rates-1224.aspx
+# "bank_of_russia": https://www.cbr.ru/eng/currency_base/daily/
+# "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
 
 # Requesting exchange rates data timeout (0 - 4294967295 milliseconds)

eslint.config.mjs

@@ -0,0 +1,31 @@
+import pluginVue from 'eslint-plugin-vue';
+import vueTsEslintConfig from '@vue/eslint-config-typescript';
+
+export default [
+    ...pluginVue.configs['flat/essential'],
+    ...vueTsEslintConfig(),
+    {
+        languageOptions: {
+            parserOptions: {
+                projectService: true,
+                tsconfigRootDir: import.meta.dirname,
+            }
+        },
+    },
+    {
+        ignores: [
+            'dist/**',
+            '**/*.{js,jsx,cjs,mjs}'
+        ]
+    },
+    {
+        files: [
+            '**/*.{vue,ts,tsx,mts,js,jsx,cjs,mjs}'
+        ],
+        rules: {
+            'vue/valid-v-slot': ['error', {
+                allowModifiers: true
+            }]
+        }
+    },
+];

etc/systemd/ezbookkeeping.service

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

ezbookkeeping.go

@@ -1,12 +1,13 @@
 package main
 
 import (
+	"context"
 	"fmt"
 	"log"
 	"os"
 	"strings"
 
-	"github.com/urfave/cli/v2"
+	"github.com/urfave/cli/v3"
 
 	"github.com/mayswind/ezbookkeeping/cmd"
 	"github.com/mayswind/ezbookkeeping/pkg/settings"
@@ -27,10 +28,11 @@ var (
 func main() {
 	settings.Version = Version
 	settings.CommitHash = CommitHash
+	settings.BuildTime = BuildUnixTime
 
-	app := &cli.App{
+	cmd := &cli.Command{
 		Name:    "ezBookkeeping",
-		Usage:   "A lightweight personal bookkeeping app hosted by yourself.",
+		Usage:   "A lightweight, self-hosted personal finance app with a sleek, user-friendly interface and powerful bookkeeping features.",
 		Version: GetFullVersion(),
 		Commands: []*cli.Command{
 			cmd.WebServer,
@@ -52,7 +54,7 @@ func main() {
 		},
 	}
 
-	err := app.Run(os.Args)
+	err := cmd.Run(context.Background(), os.Args)
 
 	if err != nil {
 		log.Fatalf("Failed to run ezBookkeeping with %s: %v", os.Args, err)

go.mod

@@ -1,28 +1,30 @@
 module github.com/mayswind/ezbookkeeping
 
-go 1.22
+go 1.24
 
 require (
 	github.com/boombuler/barcode v1.0.2
 	github.com/extrame/xls v0.0.2-0.20200426124601-4a6cf263071b
-	github.com/gin-contrib/cache v1.3.0
-	github.com/gin-contrib/gzip v1.0.1
-	github.com/gin-gonic/gin v1.10.0
-	github.com/go-co-op/gocron/v2 v2.11.0
-	github.com/go-playground/validator/v10 v10.22.0
-	github.com/go-sql-driver/mysql v1.8.1
-	github.com/golang-jwt/jwt/v5 v5.2.1
+	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/lib/pq v1.10.9
-	github.com/mattn/go-sqlite3 v1.14.22
-	github.com/minio/minio-go/v7 v7.0.74
+	github.com/mattn/go-sqlite3 v1.14.28
+	github.com/minio/minio-go/v7 v7.0.92
 	github.com/patrickmn/go-cache v2.1.0+incompatible
-	github.com/pquerna/otp v1.4.0
+	github.com/pquerna/otp v1.5.0
 	github.com/sirupsen/logrus v1.9.3
-	github.com/stretchr/testify v1.9.0
-	github.com/urfave/cli/v2 v2.27.3
+	github.com/stretchr/testify v1.10.0
+	github.com/urfave/cli/v3 v3.3.3
 	github.com/wk8/go-ordered-map/v2 v2.1.8
-	golang.org/x/crypto v0.26.0
-	golang.org/x/text v0.17.0
+	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
 	gopkg.in/ini.v1 v1.67.0
 	gopkg.in/mail.v2 v2.3.1
 	xorm.io/builder v0.3.13
@@ -32,55 +34,65 @@ require (
 require (
 	filippo.io/edwards25519 v1.1.0 // indirect
 	github.com/bahlo/generic-list-go v0.2.0 // indirect
-	github.com/bradfitz/gomemcache v0.0.0-20230905024940-24af94b03874 // indirect
+	github.com/bradfitz/gomemcache v0.0.0-20250403215159-8d39553ac7cf // indirect
 	github.com/buger/jsonparser v1.1.1 // indirect
-	github.com/bytedance/sonic v1.11.6 // indirect
-	github.com/bytedance/sonic/loader v0.1.1 // indirect
+	github.com/bytedance/sonic v1.13.2 // indirect
+	github.com/bytedance/sonic/loader v0.2.4 // 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 v0.1.4 // indirect
+	github.com/cloudwego/base64x v0.1.5 // indirect
 	github.com/cloudwego/iasm v0.2.0 // indirect
-	github.com/cpuguy83/go-md2man/v2 v2.0.4 // 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 v1.4.3 // indirect
-	github.com/gin-contrib/sse v0.1.0 // indirect
+	github.com/gabriel-vasile/mimetype v1.4.9 // indirect
+	github.com/gin-contrib/sse v1.1.0 // indirect
 	github.com/go-ini/ini v1.67.0 // 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 v0.10.3 // indirect
+	github.com/goccy/go-json v0.10.5 // indirect
 	github.com/golang/snappy v0.0.4 // indirect
-	github.com/gomodule/redigo v1.8.9 // indirect
+	github.com/gomodule/redigo v1.9.2 // indirect
 	github.com/google/uuid v1.6.0 // indirect
-	github.com/jonboulle/clockwork v0.4.0 // 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 v1.17.9 // indirect
-	github.com/klauspost/cpuid/v2 v2.2.8 // indirect
+	github.com/klauspost/compress v1.18.0 // indirect
+	github.com/klauspost/cpuid/v2 v2.2.10 // 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/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/pelletier/go-toml/v2 v2.2.2 // 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/pmezard/go-difflib v1.0.0 // 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
 	github.com/robfig/go-cache v0.0.0-20130306151617-9fc39e0dbf62 // indirect
-	github.com/rs/xid v1.5.0 // indirect
+	github.com/rs/xid v1.6.0 // indirect
 	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/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/xrash/smetrics v0.0.0-20240521201337-686a1a2994c1 // indirect
-	golang.org/x/arch v0.8.0 // 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
 	golang.org/x/exp v0.0.0-20240613232115-7f521ea00fb8 // indirect
-	golang.org/x/net v0.26.0 // indirect
-	golang.org/x/sys v0.23.0 // indirect
-	google.golang.org/protobuf v1.34.1 // indirect
+	golang.org/x/sys v0.33.0 // indirect
+	google.golang.org/protobuf v1.36.6 // indirect
 	gopkg.in/alexcesaro/quotedprintable.v3 v3.0.0-20150716171945-2caba252f4dc // indirect
 	gopkg.in/yaml.v3 v3.0.1 // indirect
 )

go.sum

@@ -6,27 +6,28 @@ github.com/bahlo/generic-list-go v0.2.0/go.mod h1:2KvAjgMlE5NNynlg/5iLrrCCZ2+5xW
 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/bradfitz/gomemcache v0.0.0-20230905024940-24af94b03874 h1:N7oVaKyGp8bttX0bfZGmcGkjz7DLQXhAn3DNd3T0ous=
-github.com/bradfitz/gomemcache v0.0.0-20230905024940-24af94b03874/go.mod h1:r5xuitiExdLAJ09PR7vBVENGvp4ZuTBeWTGtxuX3K+c=
+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/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 v1.11.6 h1:oUp34TzMlL+OY1OUWxHqsdkgC/Zfc85zGqw9siXjrc0=
-github.com/bytedance/sonic v1.11.6/go.mod h1:LysEHSvpvDySVdC2f87zGWf6CIKJcAvqab1ZaiQtds4=
-github.com/bytedance/sonic/loader v0.1.1 h1:c+e5Pt1k/cy5wMveRDyk2X4B9hF4g7an8N3zCYjJFNM=
+github.com/bytedance/sonic v1.13.2 h1:8/H1FempDZqC4VqjptGo14QQlJx8VdZJegxs6wwfqpQ=
+github.com/bytedance/sonic v1.13.2/go.mod h1:o68xyaF9u2gvVBuGHPlUVCy+ZfmNNO5ETf1+KgkJhz4=
 github.com/bytedance/sonic/loader v0.1.1/go.mod h1:ncP89zfokxS5LZrJxl5z0UJcsk4M4yY2JpfqGeCtNLU=
+github.com/bytedance/sonic/loader v0.2.4 h1:ZWCw4stuXUsn1/+zQDqeE7JKP+QO47tz7QCNan80NzY=
+github.com/bytedance/sonic/loader v0.2.4/go.mod h1:N8A3vUdtUebEY2/VQC0MyhYeKUFosQU6FxH2JmUe6VI=
+github.com/cespare/xxhash/v2 v2.3.0 h1:UL815xU9SqsFlibzuggzjXhog7bL6oX9BbNZnL2UFvs=
+github.com/cespare/xxhash/v2 v2.3.0/go.mod h1:VGX0DQ3Q6kWi7AoAeZDth3/j3BFtOZR5XLFGgcrjCOs=
 github.com/chenzhuoyu/base64x v0.0.0-20211019084208-fb5309c8db06/go.mod h1:DH46F32mSOjUmXrMHnKwZdA8wcEefY7UVqBKYGjpdQY=
 github.com/chenzhuoyu/base64x v0.0.0-20221115062448-fe3a3abad311/go.mod h1:b583jCggY9gE99b6G5LEC39OIiVsWj+R97kbl5odCEk=
 github.com/chenzhuoyu/base64x v0.0.0-20230717121745-296ad89f973d/go.mod h1:8EPpVsBuRksnlj1mLy4AWzRNQYxauNi62uWcE3to6eA=
 github.com/chenzhuoyu/iasm v0.9.0/go.mod h1:Xjy2NpN3h7aUqeqM+woSuuvxmIe6+DDsiNLIrkAmYog=
 github.com/chenzhuoyu/iasm v0.9.1/go.mod h1:Xjy2NpN3h7aUqeqM+woSuuvxmIe6+DDsiNLIrkAmYog=
-github.com/cloudwego/base64x v0.1.4 h1:jwCgWpFanWmN8xoIUHa2rtzmkd5J2plF/dnLS6Xd/0Y=
-github.com/cloudwego/base64x v0.1.4/go.mod h1:0zlkT4Wn5C6NdauXdJRhSKRlJvmclQ1hhJgA0rcu/8w=
-github.com/cloudwego/iasm v0.2.0 h1:1KNIy1I1H9hNNFEEH3DVnI4UujN+1zjpuk6gwHLTssg=
+github.com/cloudwego/base64x v0.1.5 h1:XPciSp1xaq2VCSt6lF0phncD4koWyULpl5bUxbfCyP4=
+github.com/cloudwego/base64x v0.1.5/go.mod h1:0zlkT4Wn5C6NdauXdJRhSKRlJvmclQ1hhJgA0rcu/8w=
 github.com/cloudwego/iasm v0.2.0/go.mod h1:8rXZaNYT2n95jn+zTI1sDr+IgcD2GVs0nlbbQPiEFhY=
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 github.com/robfig/go-cache v0.0.0-20130306151617-9fc39e0dbf62 h1:pyecQtsPmlkCsMkYhT5iZ+sUXuwee+OvfuJjinEA3ko=
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 github.com/sirupsen/logrus v1.9.3/go.mod h1:naHLuLoDiP4jHNo9R0sCBMtWGeIprob74mVsIT4qYEQ=
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 github.com/stretchr/objx v0.4.0/go.mod h1:YvHI0jy2hoMjB+UWwv71VJQ9isScKT/TqJzVSSt89Yw=
 github.com/stretchr/objx v0.5.0/go.mod h1:Yh+to48EsGEfYuaHDzXPcE3xhTkx73EhmCGUpEOglKo=
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 github.com/stretchr/testify v1.3.0/go.mod h1:M5WIy9Dh21IEIfnGCwXGc5bZfKNJtfHm1UVUgZn+9EI=
 github.com/stretchr/testify v1.7.0/go.mod h1:6Fq8oRcR53rry900zMqJjRRixrwX3KX962/h/Wwjteg=
 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=
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 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=
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+github.com/tiendc/go-deepcopy v1.6.0/go.mod h1:toXoeQoUqXOOS/X4sKuiAoSk6elIdqc0pN7MTgOOo2I=
+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/v2 v2.27.3 h1:/POWahRmdh7uztQ3CYnaDddk0Rm90PyOgIxgW2rr41M=
-github.com/urfave/cli/v2 v2.27.3/go.mod h1:m4QzxcD2qpra4z7WhzEGn74WZLViBnMpb1ToCAKdGRQ=
+github.com/urfave/cli/v3 v3.3.3 h1:byCBaVdIXuLPIDm5CYZRVG6NvT7tv1ECqdU4YzlEa3I=
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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 h1:gEOO8jv9F4OT7lGCjxCBTO/36wtF6j2nSip77qHd4x4=
 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=
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 golang.org/x/arch v0.0.0-20210923205945-b76863e36670/go.mod h1:5om86z9Hs0C8fWVUuoMHwpExlXzs5Tkyp9hOrfG7pp8=
-golang.org/x/arch v0.8.0 h1:3wRIsP3pM4yUptoR96otTUOXI367OS0+c9eeRi9doIc=
-golang.org/x/arch v0.8.0/go.mod h1:FEVrYAQjsQXMVJ1nsMoVVXPZg6p2JE2mx8psSWTDQys=
-golang.org/x/crypto v0.26.0 h1:RrRspgV4mU+YwB4FYnuBoKsUapNIL5cohGAmSH3azsw=
-golang.org/x/crypto v0.26.0/go.mod h1:GY7jblb9wI+FOo5y8/S2oY4zWP07AkOJ4+jxCqdqn54=
-golang.org/x/exp v0.0.0-20240613232115-7f521ea00fb8 h1:yixxcjnhBmY0nkL253HFVIm0JsFHwrHdT3Yh6szTnfY=
+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/exp v0.0.0-20240613232115-7f521ea00fb8/go.mod h1:jj3sYF3dwk5D+ghuXyeI3r5MFf+NT2An6/9dOA95KSI=
 golang.org/x/net v0.0.0-20180906233101-161cd47e91fd/go.mod h1:mL1N/T3taQHkDXs73rZJwtUhF3w3ftmwwsq0BUmARs4=
-golang.org/x/net v0.26.0 h1:soB7SVo0PWrY4vPW/+ay0jKDNScG2X9wFeYlXIvJsOQ=
-golang.org/x/net v0.26.0/go.mod h1:5YKkiSynbBIh3p6iOc/vibscux0x38BZDkn8sCUPxHE=
+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/sync v0.0.0-20180314180146-1d60e4601c6f/go.mod h1:RxMgew5VJxzue5/jJTE5uejpjVlOe/izrB70Jof72aM=
 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 v0.5.0/go.mod h1:oPkhp1MJrh7nUepCBck5+mAzfO9JrbApNNgaTdGDITg=
 golang.org/x/sys v0.6.0/go.mod h1:oPkhp1MJrh7nUepCBck5+mAzfO9JrbApNNgaTdGDITg=
-golang.org/x/sys v0.23.0 h1:YfKFowiIMvtgl1UERQoTPPToxltDeZfbj4H7dVUCwmM=
-golang.org/x/sys v0.23.0/go.mod h1:/VUhepiaJMQUp4+oa/7Zr1D23ma6VTLIYjOOTFZPUcA=
+golang.org/x/sys v0.33.0 h1:q3i8TbbEz+JRD9ywIRlyRAQbM0qF7hu24q3teo2hbuw=
+golang.org/x/sys v0.33.0/go.mod h1:BJP2sWEmIv4KK5OTEluFJCKSidICx8ciO85XgH3Ak8k=
 golang.org/x/text v0.3.0/go.mod h1:NqM8EUOU14njkJ3fqMW+pc6Ldnwhi/IjpwHt7yyuwOQ=
-golang.org/x/text v0.17.0 h1:XtiM5bkSOt+ewxlOE/aE/AKEHibwj/6gvWMl9Rsh0Qc=
-golang.org/x/text v0.17.0/go.mod h1:BuEKDfySbSR4drPmRPG/7iBdf8hvFMuRexcpahXilzY=
-google.golang.org/protobuf v1.34.1 h1:9ddQBjfCyZPOHPUiPxpYESBLc+T8P3E+Vo4IbKZgFWg=
-google.golang.org/protobuf v1.34.1/go.mod h1:c6P6GXX6sHbq/GpV6MGZEdwhWPcYBgnhAHhKbcUYpos=
+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=
 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=

jest.config.ts

@@ -0,0 +1,21 @@
+import { type JestConfigWithTsJest, createDefaultEsmPreset } from 'ts-jest';
+
+const presetConfig = createDefaultEsmPreset({
+    tsconfig: '<rootDir>/tsconfig.jest.json'
+});
+
+const config: JestConfigWithTsJest = {
+    ...presetConfig,
+    clearMocks: true,
+    collectCoverage: false,
+    moduleNameMapper: {
+        "^@/(.*)$": "<rootDir>/src/$1"
+    },
+    testEnvironment: "node",
+    testMatch: [
+        "**/__tests__/**/*.[jt]s?(x)",
+        "!**/__tests__/*_gen.[jt]s?(x)"
+    ]
+};
+
+export default config;

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ezbookkeeping",
-  "version": "0.6.0",
+  "version": "0.10.0",
   "private": true,
   "repository": {
     "type": "git",
@@ -15,49 +15,65 @@
     "serve": "cross-env NODE_ENV=development vite",
     "build": "cross-env NODE_ENV=production vite build",
     "serve:dist": "vite preview",
-    "lint": "eslint . --ext .vue,.js,.jsx,.cjs,.mjs --fix --ignore-path .gitignore"
+    "lint": "vue-tsc --noEmit && eslint . --fix",
+    "test": "cross-env TS_NODE_PROJECT=\"./tsconfig.jest.json\" jest"
   },
   "dependencies": {
     "@mdi/js": "^7.4.47",
-    "@vuepic/vue-datepicker": "^9.0.1",
-    "axios": "^1.7.3",
+    "@vuepic/vue-datepicker": "^11.0.2",
+    "axios": "^1.9.0",
     "cbor-js": "^0.1.0",
     "clipboard": "^2.0.11",
     "crypto-js": "^4.2.0",
     "dom7": "^4.0.6",
-    "echarts": "^5.5.1",
-    "framework7": "^8.3.3",
+    "echarts": "^5.6.0",
+    "framework7": "^8.3.4",
     "framework7-icons": "^5.0.5",
-    "framework7-vue": "^8.3.3",
-    "js-cookie": "^3.0.5",
+    "framework7-vue": "^8.3.4",
     "leaflet": "^1.9.4",
     "line-awesome": "^1.3.0",
     "moment": "^2.30.1",
-    "moment-timezone": "^0.5.45",
-    "pinia": "^2.2.1",
+    "moment-timezone": "^0.6.0",
+    "pinia": "^3.0.2",
     "register-service-worker": "^1.7.2",
     "skeleton-elements": "^4.0.1",
     "swiper": "^10.2.0",
-    "ua-parser-js": "^1.0.38",
-    "vue": "^3.4.37",
-    "vue-echarts": "^6.7.3",
-    "vue-i18n": "^9.13.1",
-    "vue-router": "^4.4.3",
+    "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",
     "vue3-perfect-scrollbar": "^2.0.0",
     "vuedraggable": "^4.1.0",
-    "vuetify": "^3.6.13"
+    "vuetify": "^3.8.7"
   },
   "devDependencies": {
-    "@vitejs/plugin-vue": "^5.0.5",
+    "@jest/globals": "^29.7.0",
+    "@tsconfig/node22": "^22.0.2",
+    "@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/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": "^8.57.0",
-    "eslint-plugin-vue": "^9.27.0",
+    "eslint": "^9.28.0",
+    "eslint-plugin-vue": "^10.1.0",
     "git-rev-sync": "^3.0.2",
-    "postcss-preset-env": "^9.5.16",
-    "sass": "^1.77.6",
-    "vite": "^5.3.3",
-    "vite-plugin-pwa": "^0.20.0",
-    "vite-plugin-vuetify": "^2.0.3"
+    "jest": "^29.7.0",
+    "postcss-preset-env": "^10.2.0",
+    "sass": "^1.89.1",
+    "ts-jest": "^29.3.4",
+    "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"
   },
   "browserslist": [
     "> 1%",

pkg/api/accounts.go

@@ -28,6 +28,9 @@ var (
 			container: settings.Container,
 		},
 		ApiUsingDuplicateChecker: ApiUsingDuplicateChecker{
+			ApiUsingConfig: ApiUsingConfig{
+				container: settings.Container,
+			},
 			container: duplicatechecker.Container,
 		},
 		accounts: services.Accounts,
@@ -159,6 +162,11 @@ func (a *AccountsApi) AccountCreateHandler(c *core.WebContext) (any, *errs.Error
 		return nil, errs.ErrAccountCategoryInvalid
 	}
 
+	if accountCreateReq.Category != models.ACCOUNT_CATEGORY_CREDIT_CARD && accountCreateReq.CreditCardStatementDate != 0 {
+		log.Warnf(c, "[accounts.AccountCreateHandler] cannot set statement date with category \"%d\"", accountCreateReq.Category)
+		return nil, errs.ErrCannotSetStatementDateForNonCreditCard
+	}
+
 	if accountCreateReq.Type == models.ACCOUNT_TYPE_SINGLE_ACCOUNT {
 		if len(accountCreateReq.SubAccounts) > 0 {
 			log.Warnf(c, "[accounts.AccountCreateHandler] account cannot have any sub-accounts")
@@ -169,6 +177,11 @@ func (a *AccountsApi) AccountCreateHandler(c *core.WebContext) (any, *errs.Error
 			log.Warnf(c, "[accounts.AccountCreateHandler] account cannot set currency placeholder")
 			return nil, errs.ErrAccountCurrencyInvalid
 		}
+
+		if accountCreateReq.Balance != 0 && accountCreateReq.BalanceTime <= 0 {
+			log.Warnf(c, "[accounts.AccountCreateHandler] account balance time is not set")
+			return nil, errs.ErrAccountBalanceTimeNotSet
+		}
 	} else if accountCreateReq.Type == models.ACCOUNT_TYPE_MULTI_SUB_ACCOUNTS {
 		if len(accountCreateReq.SubAccounts) < 1 {
 			log.Warnf(c, "[accounts.AccountCreateHandler] account does not have any sub-accounts")
@@ -189,19 +202,29 @@ func (a *AccountsApi) AccountCreateHandler(c *core.WebContext) (any, *errs.Error
 			subAccount := accountCreateReq.SubAccounts[i]
 
 			if subAccount.Category != accountCreateReq.Category {
-				log.Warnf(c, "[accounts.AccountCreateHandler] category of sub-account not equals to parent")
+				log.Warnf(c, "[accounts.AccountCreateHandler] category of sub-account#%d not equals to parent", i)
 				return nil, errs.ErrSubAccountCategoryNotEqualsToParent
 			}
 
 			if subAccount.Type != models.ACCOUNT_TYPE_SINGLE_ACCOUNT {
-				log.Warnf(c, "[accounts.AccountCreateHandler] sub-account type invalid")
+				log.Warnf(c, "[accounts.AccountCreateHandler] sub-account#%d type invalid", i)
 				return nil, errs.ErrSubAccountTypeInvalid
 			}
 
 			if subAccount.Currency == validators.ParentAccountCurrencyPlaceholder {
-				log.Warnf(c, "[accounts.AccountCreateHandler] sub-account cannot set currency placeholder")
+				log.Warnf(c, "[accounts.AccountCreateHandler] sub-account#%d cannot set currency placeholder", i)
 				return nil, errs.ErrAccountCurrencyInvalid
 			}
+
+			if subAccount.Balance != 0 && subAccount.BalanceTime <= 0 {
+				log.Warnf(c, "[accounts.AccountCreateHandler] sub-account#%d balance time is not set", i)
+				return nil, errs.ErrAccountBalanceTimeNotSet
+			}
+
+			if subAccount.CreditCardStatementDate != 0 {
+				log.Warnf(c, "[accounts.AccountCreateHandler] sub-account#%d cannot set statement date", i)
+				return nil, errs.ErrCannotSetStatementDateForSubAccount
+			}
 		}
 	} else {
 		log.Warnf(c, "[accounts.AccountCreateHandler] account type invalid, type is %d", accountCreateReq.Type)
@@ -216,8 +239,8 @@ func (a *AccountsApi) AccountCreateHandler(c *core.WebContext) (any, *errs.Error
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	mainAccount := a.createNewAccountModel(uid, &accountCreateReq, maxOrderId+1)
-	childrenAccounts := a.createSubAccountModels(uid, &accountCreateReq)
+	mainAccount := a.createNewAccountModel(uid, &accountCreateReq, false, maxOrderId+1)
+	childrenAccounts, childrenAccountBalanceTimes := a.createSubAccountModels(uid, &accountCreateReq)
 
 	if a.CurrentConfig().EnableDuplicateSubmissionsCheck && accountCreateReq.ClientSessionId != "" {
 		found, remark := a.GetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_ACCOUNT, uid, accountCreateReq.ClientSessionId)
@@ -255,7 +278,7 @@ func (a *AccountsApi) AccountCreateHandler(c *core.WebContext) (any, *errs.Error
 		}
 	}
 
-	err = a.accounts.CreateAccounts(c, mainAccount, childrenAccounts, utcOffset)
+	err = a.accounts.CreateAccounts(c, mainAccount, accountCreateReq.BalanceTime, childrenAccounts, childrenAccountBalanceTimes, utcOffset)
 
 	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())
@@ -264,7 +287,7 @@ func (a *AccountsApi) AccountCreateHandler(c *core.WebContext) (any, *errs.Error
 
 	log.Infof(c, "[accounts.AccountCreateHandler] user \"uid:%d\" has created a new account \"id:%d\" successfully", uid, mainAccount.AccountId)
 
-	a.SetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_ACCOUNT, uid, accountCreateReq.ClientSessionId, utils.Int64ToString(mainAccount.AccountId))
+	a.SetSubmissionRemarkIfEnable(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_ACCOUNT, uid, accountCreateReq.ClientSessionId, utils.Int64ToString(mainAccount.AccountId))
 	accountInfoResp := mainAccount.ToAccountInfoResponse()
 
 	if len(childrenAccounts) > 0 {
@@ -288,11 +311,27 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
+	if accountModifyReq.Id <= 0 {
+		return nil, errs.ErrAccountIdInvalid
+	}
+
+	utcOffset, err := c.GetClientTimezoneOffset()
+
+	if err != nil {
+		log.Warnf(c, "[accounts.AccountModifyHandler] cannot get client timezone offset, because %s", err.Error())
+		return nil, errs.ErrClientTimezoneOffsetInvalid
+	}
+
 	if accountModifyReq.Category < models.ACCOUNT_CATEGORY_CASH || accountModifyReq.Category > models.ACCOUNT_CATEGORY_CERTIFICATE_OF_DEPOSIT {
 		log.Warnf(c, "[accounts.AccountModifyHandler] account category invalid, category is %d", accountModifyReq.Category)
 		return nil, errs.ErrAccountCategoryInvalid
 	}
 
+	if accountModifyReq.Category != models.ACCOUNT_CATEGORY_CREDIT_CARD && accountModifyReq.CreditCardStatementDate != 0 {
+		log.Warnf(c, "[accounts.AccountModifyHandler] cannot set statement date with category \"%d\"", accountModifyReq.Category)
+		return nil, errs.ErrCannotSetStatementDateForNonCreditCard
+	}
+
 	uid := c.GetCurrentUid()
 	accountAndSubAccounts, err := a.accounts.GetAccountAndSubAccountsByAccountId(c, uid, accountModifyReq.Id)
 
@@ -302,37 +341,143 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 	}
 
 	accountMap := a.accounts.GetAccountMapByList(accountAndSubAccounts)
+	mainAccount, exists := accountMap[accountModifyReq.Id]
 
-	if _, exists := accountMap[accountModifyReq.Id]; !exists {
+	if !exists {
 		return nil, errs.ErrAccountNotFound
 	}
 
-	if len(accountModifyReq.SubAccounts)+1 != len(accountAndSubAccounts) {
-		return nil, errs.ErrCannotAddOrDeleteSubAccountsWhenModify
+	if accountModifyReq.Currency != nil && mainAccount.Currency != *accountModifyReq.Currency {
+		return nil, errs.ErrNotSupportedChangeCurrency
+	}
+
+	if accountModifyReq.Balance != nil {
+		return nil, errs.ErrNotSupportedChangeBalance
+	}
+
+	if accountModifyReq.BalanceTime != nil {
+		return nil, errs.ErrNotSupportedChangeBalanceTime
+	}
+
+	if mainAccount.Type == models.ACCOUNT_TYPE_SINGLE_ACCOUNT {
+		if len(accountModifyReq.SubAccounts) > 0 {
+			log.Warnf(c, "[accounts.AccountModifyHandler] account cannot have any sub-accounts")
+			return nil, errs.ErrAccountCannotHaveSubAccounts
+		}
+	} else if mainAccount.Type == models.ACCOUNT_TYPE_MULTI_SUB_ACCOUNTS {
+		if len(accountModifyReq.SubAccounts) < 1 {
+			log.Warnf(c, "[accounts.AccountModifyHandler] account does not have any sub-accounts")
+			return nil, errs.ErrAccountHaveNoSubAccount
+		}
+
+		for i := 0; i < len(accountModifyReq.SubAccounts); i++ {
+			subAccountReq := accountModifyReq.SubAccounts[i]
+
+			if subAccountReq.Category != accountModifyReq.Category {
+				log.Warnf(c, "[accounts.AccountModifyHandler] category of sub-account#%d not equals to parent", i)
+				return nil, errs.ErrSubAccountCategoryNotEqualsToParent
+			}
+
+			if subAccountReq.Id == 0 { // create new sub-account
+				if subAccountReq.Currency == nil {
+					log.Warnf(c, "[accounts.AccountModifyHandler] sub-account#%d not set currency", i)
+					return nil, errs.ErrAccountCurrencyInvalid
+				} else if subAccountReq.Currency != nil && *subAccountReq.Currency == validators.ParentAccountCurrencyPlaceholder {
+					log.Warnf(c, "[accounts.AccountModifyHandler] sub-account#%d cannot set currency placeholder", i)
+					return nil, errs.ErrAccountCurrencyInvalid
+				}
+
+				if subAccountReq.Balance == nil {
+					defaultBalance := int64(0)
+					subAccountReq.Balance = &defaultBalance
+				}
+
+				if *subAccountReq.Balance == 0 {
+					defaultBalanceTime := int64(0)
+					subAccountReq.BalanceTime = &defaultBalanceTime
+				}
+
+				if *subAccountReq.Balance != 0 && (subAccountReq.BalanceTime == nil || *subAccountReq.BalanceTime <= 0) {
+					log.Warnf(c, "[accounts.AccountModifyHandler] sub-account#%d balance time is not set", i)
+					return nil, errs.ErrAccountBalanceTimeNotSet
+				}
+			} else { // modify existed sub-account
+				subAccount, exists := accountMap[subAccountReq.Id]
+
+				if !exists {
+					return nil, errs.ErrAccountNotFound
+				}
+
+				if subAccountReq.Currency != nil && subAccount.Currency != *subAccountReq.Currency {
+					return nil, errs.ErrNotSupportedChangeCurrency
+				}
+
+				if subAccountReq.Balance != nil {
+					return nil, errs.ErrNotSupportedChangeBalance
+				}
+
+				if subAccountReq.BalanceTime != nil {
+					return nil, errs.ErrNotSupportedChangeBalanceTime
+				}
+			}
+
+			if subAccountReq.CreditCardStatementDate != 0 {
+				log.Warnf(c, "[accounts.AccountModifyHandler] sub-account#%d cannot set statement date", i)
+				return nil, errs.ErrCannotSetStatementDateForSubAccount
+			}
+		}
 	}
 
 	anythingUpdate := false
 	var toUpdateAccounts []*models.Account
+	var toAddAccounts []*models.Account
+	var toAddAccountBalanceTimes []int64
+	var toDeleteAccountIds []int64
 
-	toUpdateAccount := a.getToUpdateAccount(uid, &accountModifyReq, accountMap[accountModifyReq.Id])
+	toUpdateAccount := a.getToUpdateAccount(uid, &accountModifyReq, mainAccount, false)
 
 	if toUpdateAccount != nil {
 		anythingUpdate = true
 		toUpdateAccounts = append(toUpdateAccounts, toUpdateAccount)
 	}
 
+	toDeleteAccountIds = a.getToDeleteSubAccountIds(&accountModifyReq, mainAccount, accountAndSubAccounts)
+
+	if len(toDeleteAccountIds) > 0 {
+		anythingUpdate = true
+	}
+
+	maxOrderId := int32(0)
+
+	for i := 0; i < len(accountAndSubAccounts); i++ {
+		account := accountAndSubAccounts[i]
+
+		if account.AccountId != mainAccount.AccountId && account.DisplayOrder > maxOrderId {
+			maxOrderId = account.DisplayOrder
+		}
+	}
+
 	for i := 0; i < len(accountModifyReq.SubAccounts); i++ {
 		subAccountReq := accountModifyReq.SubAccounts[i]
 
 		if _, exists := accountMap[subAccountReq.Id]; !exists {
-			return nil, errs.ErrAccountNotFound
-		}
-
-		toUpdateSubAccount := a.getToUpdateAccount(uid, subAccountReq, accountMap[subAccountReq.Id])
-
-		if toUpdateSubAccount != nil {
 			anythingUpdate = true
-			toUpdateAccounts = append(toUpdateAccounts, toUpdateSubAccount)
+			maxOrderId = maxOrderId + 1
+			newSubAccount := a.createNewSubAccountModelForModify(uid, mainAccount.Type, subAccountReq, maxOrderId)
+			toAddAccounts = append(toAddAccounts, newSubAccount)
+
+			if subAccountReq.BalanceTime != nil {
+				toAddAccountBalanceTimes = append(toAddAccountBalanceTimes, *subAccountReq.BalanceTime)
+			} else {
+				toAddAccountBalanceTimes = append(toAddAccountBalanceTimes, 0)
+			}
+		} else {
+			toUpdateSubAccount := a.getToUpdateAccount(uid, subAccountReq, accountMap[subAccountReq.Id], true)
+
+			if toUpdateSubAccount != nil {
+				anythingUpdate = true
+				toUpdateAccounts = append(toUpdateAccounts, toUpdateSubAccount)
+			}
 		}
 	}
 
@@ -340,7 +485,43 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 		return nil, errs.ErrNothingWillBeUpdated
 	}
 
-	err = a.accounts.ModifyAccounts(c, uid, toUpdateAccounts)
+	if len(toAddAccounts) > 0 && a.CurrentConfig().EnableDuplicateSubmissionsCheck && accountModifyReq.ClientSessionId != "" {
+		found, remark := a.GetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_SUBACCOUNT, uid, accountModifyReq.ClientSessionId)
+
+		if found {
+			log.Infof(c, "[accounts.AccountModifyHandler] another account \"id:%s\" modification has been created for user \"uid:%d\"", remark, uid)
+			accountId, err := utils.StringToInt64(remark)
+
+			if err == nil {
+				accountAndSubAccounts, err := a.accounts.GetAccountAndSubAccountsByAccountId(c, uid, accountId)
+
+				if err != nil {
+					log.Errorf(c, "[accounts.AccountModifyHandler] failed to get existed account \"id:%d\" for user \"uid:%d\", because %s", accountId, uid, err.Error())
+					return nil, errs.Or(err, errs.ErrOperationFailed)
+				}
+
+				accountMap := a.accounts.GetAccountMapByList(accountAndSubAccounts)
+				mainAccount, exists := accountMap[accountId]
+
+				if !exists {
+					return nil, errs.ErrOperationFailed
+				}
+
+				accountInfoResp := mainAccount.ToAccountInfoResponse()
+
+				for i := 0; i < len(accountAndSubAccounts); i++ {
+					if accountAndSubAccounts[i].ParentAccountId == mainAccount.AccountId {
+						subAccountResp := accountAndSubAccounts[i].ToAccountInfoResponse()
+						accountInfoResp.SubAccounts = append(accountInfoResp.SubAccounts, subAccountResp)
+					}
+				}
+
+				return accountInfoResp, nil
+			}
+		}
+	}
+
+	err = a.accounts.ModifyAccounts(c, mainAccount, toUpdateAccounts, toAddAccounts, toAddAccountBalanceTimes, toDeleteAccountIds, utcOffset)
 
 	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())
@@ -349,6 +530,10 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 
 	log.Infof(c, "[accounts.AccountModifyHandler] user \"uid:%d\" has updated account \"id:%d\" successfully", uid, accountModifyReq.Id)
 
+	if len(toAddAccounts) > 0 {
+		a.SetSubmissionRemarkIfEnable(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_SUBACCOUNT, uid, accountModifyReq.ClientSessionId, utils.Int64ToString(mainAccount.AccountId))
+	}
+
 	accountRespMap := make(map[int64]*models.AccountInfoResponse)
 
 	for i := 0; i < len(toUpdateAccounts); i++ {
@@ -365,11 +550,23 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 		accountRespMap[accountResp.Id] = accountResp
 	}
 
+	for i := 0; i < len(toAddAccounts); i++ {
+		account := toAddAccounts[i]
+		accountResp := account.ToAccountInfoResponse()
+		accountRespMap[accountResp.Id] = accountResp
+	}
+
+	deletedAccountIds := make(map[int64]bool)
+
+	for i := 0; i < len(toDeleteAccountIds); i++ {
+		deletedAccountIds[toDeleteAccountIds[i]] = true
+	}
+
 	for i := 0; i < len(accountAndSubAccounts); i++ {
 		oldAccount := accountAndSubAccounts[i]
 		_, exists := accountRespMap[oldAccount.AccountId]
 
-		if !exists {
+		if !exists && !deletedAccountIds[oldAccount.AccountId] {
 			oldAccountResp := oldAccount.ToAccountInfoResponse()
 			accountRespMap[oldAccountResp.Id] = oldAccountResp
 		}
@@ -378,8 +575,19 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 	accountResp := accountRespMap[accountModifyReq.Id]
 
 	for i := 0; i < len(accountAndSubAccounts); i++ {
-		if accountAndSubAccounts[i].ParentAccountId == accountResp.Id {
-			subAccountResp := accountRespMap[accountAndSubAccounts[i].AccountId]
+		account := accountAndSubAccounts[i]
+
+		if account.ParentAccountId == accountResp.Id && !deletedAccountIds[account.AccountId] {
+			subAccountResp := accountRespMap[account.AccountId]
+			accountResp.SubAccounts = append(accountResp.SubAccounts, subAccountResp)
+		}
+	}
+
+	for i := 0; i < len(toAddAccounts); i++ {
+		account := toAddAccounts[i]
+
+		if account.ParentAccountId == accountResp.Id {
+			subAccountResp := accountRespMap[account.AccountId]
 			accountResp.SubAccounts = append(accountResp.SubAccounts, subAccountResp)
 		}
 	}
@@ -468,7 +676,35 @@ func (a *AccountsApi) AccountDeleteHandler(c *core.WebContext) (any, *errs.Error
 	return true, nil
 }
 
-func (a *AccountsApi) createNewAccountModel(uid int64, accountCreateReq *models.AccountCreateRequest, order int32) *models.Account {
+// SubAccountDeleteHandler deletes an existed sub-account by request parameters for current user
+func (a *AccountsApi) SubAccountDeleteHandler(c *core.WebContext) (any, *errs.Error) {
+	var accountDeleteReq models.AccountDeleteRequest
+	err := c.ShouldBindJSON(&accountDeleteReq)
+
+	if err != nil {
+		log.Warnf(c, "[accounts.SubAccountDeleteHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	err = a.accounts.DeleteSubAccount(c, uid, accountDeleteReq.Id)
+
+	if err != nil {
+		log.Errorf(c, "[accounts.SubAccountDeleteHandler] failed to delete sub-account \"id:%d\" for user \"uid:%d\", because %s", accountDeleteReq.Id, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[accounts.SubAccountDeleteHandler] user \"uid:%d\" has deleted sub-account \"id:%d\"", uid, accountDeleteReq.Id)
+	return true, nil
+}
+
+func (a *AccountsApi) createNewAccountModel(uid int64, accountCreateReq *models.AccountCreateRequest, isSubAccount bool, order int32) *models.Account {
+	accountExtend := &models.AccountExtend{}
+
+	if !isSubAccount && accountCreateReq.Category == models.ACCOUNT_CATEGORY_CREDIT_CARD {
+		accountExtend.CreditCardStatementDate = &accountCreateReq.CreditCardStatementDate
+	}
+
 	return &models.Account{
 		Uid:          uid,
 		Name:         accountCreateReq.Name,
@@ -480,24 +716,51 @@ func (a *AccountsApi) createNewAccountModel(uid int64, accountCreateReq *models.
 		Currency:     accountCreateReq.Currency,
 		Balance:      accountCreateReq.Balance,
 		Comment:      accountCreateReq.Comment,
+		Extend:       accountExtend,
 	}
 }
 
-func (a *AccountsApi) createSubAccountModels(uid int64, accountCreateReq *models.AccountCreateRequest) []*models.Account {
+func (a *AccountsApi) createNewSubAccountModelForModify(uid int64, accountType models.AccountType, accountModifyReq *models.AccountModifyRequest, order int32) *models.Account {
+	accountExtend := &models.AccountExtend{}
+
+	return &models.Account{
+		Uid:          uid,
+		Name:         accountModifyReq.Name,
+		DisplayOrder: order,
+		Category:     accountModifyReq.Category,
+		Type:         accountType,
+		Icon:         accountModifyReq.Icon,
+		Color:        accountModifyReq.Color,
+		Currency:     *accountModifyReq.Currency,
+		Balance:      *accountModifyReq.Balance,
+		Comment:      accountModifyReq.Comment,
+		Extend:       accountExtend,
+	}
+}
+
+func (a *AccountsApi) createSubAccountModels(uid int64, accountCreateReq *models.AccountCreateRequest) ([]*models.Account, []int64) {
 	if len(accountCreateReq.SubAccounts) <= 0 {
-		return nil
+		return nil, nil
 	}
 
 	childrenAccounts := make([]*models.Account, len(accountCreateReq.SubAccounts))
+	childrenAccountBalanceTimes := make([]int64, len(accountCreateReq.SubAccounts))
 
 	for i := int32(0); i < int32(len(accountCreateReq.SubAccounts)); i++ {
-		childrenAccounts[i] = a.createNewAccountModel(uid, accountCreateReq.SubAccounts[i], i+1)
+		childrenAccounts[i] = a.createNewAccountModel(uid, accountCreateReq.SubAccounts[i], true, i+1)
+		childrenAccountBalanceTimes[i] = accountCreateReq.SubAccounts[i].BalanceTime
 	}
 
-	return childrenAccounts
+	return childrenAccounts, childrenAccountBalanceTimes
 }
 
-func (a *AccountsApi) getToUpdateAccount(uid int64, accountModifyReq *models.AccountModifyRequest, oldAccount *models.Account) *models.Account {
+func (a *AccountsApi) getToUpdateAccount(uid int64, accountModifyReq *models.AccountModifyRequest, oldAccount *models.Account, isSubAccount bool) *models.Account {
+	newAccountExtend := &models.AccountExtend{}
+
+	if !isSubAccount && accountModifyReq.Category == models.ACCOUNT_CATEGORY_CREDIT_CARD {
+		newAccountExtend.CreditCardStatementDate = &accountModifyReq.CreditCardStatementDate
+	}
+
 	newAccount := &models.Account{
 		AccountId: oldAccount.AccountId,
 		Uid:       uid,
@@ -506,6 +769,7 @@ func (a *AccountsApi) getToUpdateAccount(uid int64, accountModifyReq *models.Acc
 		Icon:      accountModifyReq.Icon,
 		Color:     accountModifyReq.Color,
 		Comment:   accountModifyReq.Comment,
+		Extend:    newAccountExtend,
 		Hidden:    accountModifyReq.Hidden,
 	}
 
@@ -518,5 +782,40 @@ func (a *AccountsApi) getToUpdateAccount(uid int64, accountModifyReq *models.Acc
 		return newAccount
 	}
 
+	if (newAccount.Extend != nil && oldAccount.Extend == nil) ||
+		(newAccount.Extend == nil && oldAccount.Extend != nil) {
+		return newAccount
+	}
+
+	oldAccountExtend := oldAccount.Extend
+
+	if newAccountExtend.CreditCardStatementDate != oldAccountExtend.CreditCardStatementDate {
+		return newAccount
+	}
+
 	return nil
 }
+
+func (a *AccountsApi) getToDeleteSubAccountIds(accountModifyReq *models.AccountModifyRequest, mainAccount *models.Account, accountAndSubAccounts []*models.Account) []int64 {
+	newSubAccountIds := make(map[int64]bool, len(accountModifyReq.SubAccounts))
+
+	for i := 0; i < len(accountModifyReq.SubAccounts); i++ {
+		newSubAccountIds[accountModifyReq.SubAccounts[i].Id] = true
+	}
+
+	toDeleteAccountIds := make([]int64, 0)
+
+	for i := 0; i < len(accountAndSubAccounts); i++ {
+		subAccount := accountAndSubAccounts[i]
+
+		if subAccount.AccountId == mainAccount.AccountId {
+			continue
+		}
+
+		if _, exists := newSubAccountIds[subAccount.AccountId]; !exists {
+			toDeleteAccountIds = append(toDeleteAccountIds, subAccount.AccountId)
+		}
+	}
+
+	return toDeleteAccountIds
+}

pkg/api/authorizations.go

@@ -5,6 +5,7 @@ import (
 
 	"github.com/mayswind/ezbookkeeping/pkg/avatars"
 	"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"
@@ -15,8 +16,10 @@ import (
 // AuthorizationsApi represents authorization api
 type AuthorizationsApi struct {
 	ApiUsingConfig
+	ApiUsingDuplicateChecker
 	ApiWithUserInfo
 	users                   *services.UserService
+	userAppCloudSettings    *services.UserApplicationCloudSettingsService
 	tokens                  *services.TokenService
 	twoFactorAuthorizations *services.TwoFactorAuthorizationService
 }
@@ -27,6 +30,12 @@ var (
 		ApiUsingConfig: ApiUsingConfig{
 			container: settings.Container,
 		},
+		ApiUsingDuplicateChecker: ApiUsingDuplicateChecker{
+			ApiUsingConfig: ApiUsingConfig{
+				container: settings.Container,
+			},
+			container: duplicatechecker.Container,
+		},
 		ApiWithUserInfo: ApiWithUserInfo{
 			ApiUsingConfig: ApiUsingConfig{
 				container: settings.Container,
@@ -36,6 +45,7 @@ var (
 			},
 		},
 		users:                   services.Users,
+		userAppCloudSettings:    services.UserApplicationCloudSettings,
 		tokens:                  services.Tokens,
 		twoFactorAuthorizations: services.TwoFactorAuthorizations,
 	}
@@ -51,7 +61,23 @@ func (a *AuthorizationsApi) AuthorizeHandler(c *core.WebContext) (any, *errs.Err
 		return nil, errs.ErrLoginNameOrPasswordInvalid
 	}
 
-	user, err := a.users.GetUserByUsernameOrEmailAndPassword(c, credential.LoginName, credential.Password)
+	err = a.CheckFailureCount(c, 0)
+
+	if err != nil {
+		log.Warnf(c, "[authorizations.AuthorizeHandler] cannot login for user \"%s\", because %s", credential.LoginName, err.Error())
+		return nil, errs.Or(err, errs.ErrFailureCountLimitReached)
+	}
+
+	user, uid, err := a.users.GetUserByUsernameOrEmailAndPassword(c, credential.LoginName, credential.Password)
+
+	if errs.IsCustomError(err) {
+		failureCheckErr := a.CheckAndIncreaseFailureCount(c, uid)
+
+		if failureCheckErr != nil {
+			log.Warnf(c, "[authorizations.AuthorizeHandler] cannot login for user \"%s\", because %s", credential.LoginName, failureCheckErr.Error())
+			return nil, errs.Or(failureCheckErr, errs.ErrFailureCountLimitReached)
+		}
+	}
 
 	if err != nil {
 		log.Warnf(c, "[authorizations.AuthorizeHandler] login failed for user \"%s\", because %s", credential.LoginName, err.Error())
@@ -116,9 +142,18 @@ func (a *AuthorizationsApi) AuthorizeHandler(c *core.WebContext) (any, *errs.Err
 
 	c.SetTokenClaims(claims)
 
+	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, user.Uid)
+	var applicationCloudSettingSlice *models.ApplicationCloudSettingSlice = nil
+
+	if err != nil {
+		log.Warnf(c, "[authorizations.AuthorizeHandler] 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.AuthorizeHandler] user \"uid:%d\" has logined, token type is %d, token will be expired at %d", user.Uid, claims.Type, claims.ExpiresAt)
 
-	authResp := a.getAuthResponse(c, token, twoFactorEnable, user)
+	authResp := a.getAuthResponse(c, token, twoFactorEnable, user, applicationCloudSettingSlice)
 	return authResp, nil
 }
 
@@ -133,6 +168,13 @@ func (a *AuthorizationsApi) TwoFactorAuthorizeHandler(c *core.WebContext) (any,
 	}
 
 	uid := c.GetCurrentUid()
+	err = a.CheckFailureCount(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[authorizations.TwoFactorAuthorizeHandler] cannot auth for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrFailureCountLimitReached)
+	}
+
 	twoFactorSetting, err := a.twoFactorAuthorizations.GetUserTwoFactorSettingByUid(c, uid)
 
 	if err != nil {
@@ -142,6 +184,14 @@ func (a *AuthorizationsApi) TwoFactorAuthorizeHandler(c *core.WebContext) (any,
 
 	if !totp.Validate(credential.Passcode, twoFactorSetting.Secret) {
 		log.Warnf(c, "[authorizations.TwoFactorAuthorizeHandler] passcode is invalid for user \"uid:%d\"", uid)
+
+		err = a.CheckAndIncreaseFailureCount(c, uid)
+
+		if err != nil {
+			log.Warnf(c, "[authorizations.TwoFactorAuthorizeHandler] cannot auth for user \"uid:%d\", because %s", uid, err.Error())
+			return nil, errs.Or(err, errs.ErrFailureCountLimitReached)
+		}
+
 		return nil, errs.ErrPasscodeInvalid
 	}
 
@@ -179,9 +229,18 @@ func (a *AuthorizationsApi) TwoFactorAuthorizeHandler(c *core.WebContext) (any,
 	c.SetTextualToken(token)
 	c.SetTokenClaims(claims)
 
+	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, user.Uid)
+	var applicationCloudSettingSlice *models.ApplicationCloudSettingSlice = nil
+
+	if err != nil {
+		log.Warnf(c, "[authorizations.TwoFactorAuthorizeHandler] 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.TwoFactorAuthorizeHandler] user \"uid:%d\" has authorized two-factor via passcode, token will be expired at %d", user.Uid, claims.ExpiresAt)
 
-	authResp := a.getAuthResponse(c, token, false, user)
+	authResp := a.getAuthResponse(c, token, false, user, applicationCloudSettingSlice)
 	return authResp, nil
 }
 
@@ -196,6 +255,13 @@ func (a *AuthorizationsApi) TwoFactorAuthorizeByRecoveryCodeHandler(c *core.WebC
 	}
 
 	uid := c.GetCurrentUid()
+	err = a.CheckFailureCount(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[authorizations.TwoFactorAuthorizeByRecoveryCodeHandler] cannot auth for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrFailureCountLimitReached)
+	}
+
 	enableTwoFactor, err := a.twoFactorAuthorizations.ExistsTwoFactorSetting(c, uid)
 
 	if err != nil {
@@ -226,6 +292,15 @@ func (a *AuthorizationsApi) TwoFactorAuthorizeByRecoveryCodeHandler(c *core.WebC
 
 	err = a.twoFactorAuthorizations.GetAndUseUserTwoFactorRecoveryCode(c, uid, credential.RecoveryCode, user.Salt)
 
+	if errs.IsCustomError(err) {
+		failureCheckErr := a.CheckAndIncreaseFailureCount(c, uid)
+
+		if failureCheckErr != nil {
+			log.Warnf(c, "[authorizations.TwoFactorAuthorizeByRecoveryCodeHandler] cannot auth for user \"uid:%d\", because %s", uid, failureCheckErr.Error())
+			return nil, errs.Or(failureCheckErr, errs.ErrFailureCountLimitReached)
+		}
+	}
+
 	if err != nil {
 		log.Warnf(c, "[authorizations.TwoFactorAuthorizeByRecoveryCodeHandler] failed to get two-factor recovery code for user \"uid:%d\", because %s", uid, err.Error())
 		return nil, errs.Or(err, errs.ErrTwoFactorRecoveryCodeNotExist)
@@ -248,17 +323,27 @@ func (a *AuthorizationsApi) TwoFactorAuthorizeByRecoveryCodeHandler(c *core.WebC
 	c.SetTextualToken(token)
 	c.SetTokenClaims(claims)
 
+	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, user.Uid)
+	var applicationCloudSettingSlice *models.ApplicationCloudSettingSlice = nil
+
+	if err != nil {
+		log.Warnf(c, "[authorizations.TwoFactorAuthorizeByRecoveryCodeHandler] 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.TwoFactorAuthorizeByRecoveryCodeHandler] user \"uid:%d\" has authorized two-factor via recovery code \"%s\", token will be expired at %d", user.Uid, credential.RecoveryCode, claims.ExpiresAt)
 
-	authResp := a.getAuthResponse(c, token, false, user)
+	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) *models.AuthResponse {
+func (a *AuthorizationsApi) getAuthResponse(c *core.WebContext, token string, need2FA bool, user *models.User, applicationCloudSettings *models.ApplicationCloudSettingSlice) *models.AuthResponse {
 	return &models.AuthResponse{
-		Token:               token,
-		Need2FA:             need2FA,
-		User:                a.GetUserBasicInfo(user),
-		NotificationContent: a.GetAfterLoginNotificationContent(user.Language, c.GetClientLocale()),
+		Token:                    token,
+		Need2FA:                  need2FA,
+		User:                     a.GetUserBasicInfo(user),
+		ApplicationCloudSettings: applicationCloudSettings,
+		NotificationContent:      a.GetAfterLoginNotificationContent(user.Language, c.GetClientLocale()),
 	}
 }

pkg/api/base.go

@@ -5,9 +5,13 @@ import (
 	"sort"
 
 	"github.com/mayswind/ezbookkeeping/pkg/avatars"
+	"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"
 	"github.com/mayswind/ezbookkeeping/pkg/settings"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
 )
 
 const internalTransactionPictureUrlFormat = "%spictures/%d.%s"
@@ -100,6 +104,7 @@ func (a *ApiUsingConfig) GetAfterOpenNotificationContent(userLanguage string, cl
 
 // ApiUsingDuplicateChecker represents an api that need to use duplicate checker
 type ApiUsingDuplicateChecker struct {
+	ApiUsingConfig
 	container *duplicatechecker.DuplicateCheckerContainer
 }
 
@@ -108,9 +113,79 @@ func (a *ApiUsingDuplicateChecker) GetSubmissionRemark(checkerType duplicatechec
 	return a.container.GetSubmissionRemark(checkerType, uid, identification)
 }
 
-// SetSubmissionRemark saves the identification and remark to in-memory cache by the current duplicate checker
-func (a *ApiUsingDuplicateChecker) SetSubmissionRemark(checkerType duplicatechecker.DuplicateCheckerType, uid int64, identification string, remark string) {
-	a.container.SetSubmissionRemark(checkerType, uid, identification, remark)
+// 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 {
+		a.container.SetSubmissionRemark(checkerType, uid, identification, remark)
+	}
+}
+
+// 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 {
+		a.container.RemoveSubmissionRemark(checkerType, uid, identification)
+	}
+}
+
+// CheckFailureCount returns whether the failure count of the specified IP and user has reached the limit and increases the failure count
+func (a *ApiUsingDuplicateChecker) CheckFailureCount(c *core.WebContext, uid int64) error {
+	if a.CurrentConfig().MaxFailuresPerIpPerMinute > 0 {
+		clientIp := c.ClientIP()
+		ipFailureCount := a.container.GetFailureCount(clientIp)
+
+		if ipFailureCount >= a.CurrentConfig().MaxFailuresPerIpPerMinute {
+			log.Warnf(c, "[base.CheckFailureCount] operation failure via IP \"%s\", current failure count: %d reached the limit", clientIp, ipFailureCount)
+			return errs.ErrFailureCountLimitReached
+		}
+	}
+
+	if a.CurrentConfig().MaxFailuresPerUserPerMinute > 0 && uid > 0 {
+		uidFailureCount := a.container.GetFailureCount(utils.Int64ToString(uid))
+
+		if uidFailureCount >= a.CurrentConfig().MaxFailuresPerUserPerMinute {
+			log.Warnf(c, "[base.CheckFailureCount] operation failure via uid \"%d\", current failure count: %d reached the limit", uid, uidFailureCount)
+			return errs.ErrFailureCountLimitReached
+		}
+	}
+
+	return nil
+}
+
+// CheckAndIncreaseFailureCount returns whether the failure count of the specified IP and user has reached the limit and increases the failure count
+func (a *ApiUsingDuplicateChecker) CheckAndIncreaseFailureCount(c *core.WebContext, uid int64) error {
+	clientIp := c.ClientIP()
+	ipFailureCount := uint32(0)
+	uidFailureCount := uint32(0)
+
+	if a.CurrentConfig().MaxFailuresPerIpPerMinute > 0 {
+		ipFailureCount = a.container.GetFailureCount(clientIp)
+	}
+
+	if a.CurrentConfig().MaxFailuresPerUserPerMinute > 0 && uid > 0 {
+		uidFailureCount = a.container.GetFailureCount(utils.Int64ToString(uid))
+	}
+
+	if a.CurrentConfig().MaxFailuresPerIpPerMinute > 0 && ipFailureCount < a.CurrentConfig().MaxFailuresPerIpPerMinute {
+		log.Warnf(c, "[base.CheckAndIncreaseFailureCount] operation failure via IP \"%s\", previous failure count: %d", clientIp, ipFailureCount)
+		a.container.IncreaseFailureCount(clientIp)
+	}
+
+	if a.CurrentConfig().MaxFailuresPerUserPerMinute > 0 && uid > 0 && uidFailureCount < a.CurrentConfig().MaxFailuresPerUserPerMinute {
+		log.Warnf(c, "[base.CheckAndIncreaseFailureCount] operation failure via uid \"%d\", previous failure count: %d", uid, uidFailureCount)
+		a.container.IncreaseFailureCount(utils.Int64ToString(uid))
+	}
+
+	if a.CurrentConfig().MaxFailuresPerIpPerMinute > 0 && ipFailureCount >= a.CurrentConfig().MaxFailuresPerIpPerMinute {
+		log.Warnf(c, "[base.CheckAndIncreaseFailureCount] operation failure via IP \"%s\", current failure count: %d reached the limit", clientIp, ipFailureCount)
+		return errs.ErrFailureCountLimitReached
+	}
+
+	if a.CurrentConfig().MaxFailuresPerUserPerMinute > 0 && uid > 0 && uidFailureCount >= a.CurrentConfig().MaxFailuresPerUserPerMinute {
+		log.Warnf(c, "[base.CheckAndIncreaseFailureCount] operation failure via uid \"%d\", current failure count: %d reached the limit", uid, uidFailureCount)
+		return errs.ErrFailureCountLimitReached
+	}
+
+	return nil
 }
 
 // ApiUsingAvatarProvider represents an api that need to use avatar provider

pkg/api/data_managements.go

@@ -20,14 +20,15 @@ const pageCountForDataExport = 1000
 // DataManagementsApi represents data management api
 type DataManagementsApi struct {
 	ApiUsingConfig
-	tokens       *services.TokenService
-	users        *services.UserService
-	accounts     *services.AccountService
-	transactions *services.TransactionService
-	categories   *services.TransactionCategoryService
-	tags         *services.TransactionTagService
-	pictures     *services.TransactionPictureService
-	templates    *services.TransactionTemplateService
+	tokens                  *services.TokenService
+	users                   *services.UserService
+	accounts                *services.AccountService
+	transactions            *services.TransactionService
+	categories              *services.TransactionCategoryService
+	tags                    *services.TransactionTagService
+	pictures                *services.TransactionPictureService
+	templates               *services.TransactionTemplateService
+	userCustomExchangeRates *services.UserCustomExchangeRatesService
 }
 
 // Initialize a data management api singleton instance
@@ -36,14 +37,15 @@ var (
 		ApiUsingConfig: ApiUsingConfig{
 			container: settings.Container,
 		},
-		tokens:       services.Tokens,
-		users:        services.Users,
-		accounts:     services.Accounts,
-		transactions: services.Transactions,
-		categories:   services.TransactionCategories,
-		tags:         services.TransactionTags,
-		pictures:     services.TransactionPictures,
-		templates:    services.TransactionTemplates,
+		tokens:                  services.Tokens,
+		users:                   services.Users,
+		accounts:                services.Accounts,
+		transactions:            services.Transactions,
+		categories:              services.TransactionCategories,
+		tags:                    services.TransactionTags,
+		pictures:                services.TransactionPictures,
+		templates:               services.TransactionTemplates,
+		userCustomExchangeRates: services.UserCustomExchangeRates,
 	}
 )
 
@@ -147,6 +149,10 @@ func (a *DataManagementsApi) ClearDataHandler(c *core.WebContext) (any, *errs.Er
 		return nil, errs.ErrUserPasswordWrong
 	}
 
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_CLEAR_ALL_DATA) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
 	err = a.templates.DeleteAllTemplates(c, uid)
 
 	if err != nil {
@@ -175,6 +181,13 @@ func (a *DataManagementsApi) ClearDataHandler(c *core.WebContext) (any, *errs.Er
 		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())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
 	log.Infof(c, "[data_managements.ClearDataHandler] user \"uid:%d\" has cleared all data", uid)
 	return true, nil
 }
@@ -184,6 +197,14 @@ func (a *DataManagementsApi) getExportedFileContent(c *core.WebContext, fileType
 		return nil, "", errs.ErrDataExportNotAllowed
 	}
 
+	var exportTransactionDataReq models.ExportTransactionDataRequest
+	err := c.ShouldBindQuery(&exportTransactionDataReq)
+
+	if err != nil {
+		log.Warnf(c, "[data_managements.ExportDataHandler] parse request failed, because %s", err.Error())
+		return nil, "", errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
 	timezone := time.Local
 	utcOffset, err := c.GetClientTimezoneOffset()
 
@@ -204,6 +225,10 @@ func (a *DataManagementsApi) getExportedFileContent(c *core.WebContext, fileType
 		return nil, "", errs.ErrUserNotFound
 	}
 
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_EXPORT_TRANSACTION) {
+		return nil, "", errs.ErrNotPermittedToPerformThisAction
+	}
+
 	accounts, err := a.accounts.GetAllAccountsByUid(c, uid)
 
 	if err != nil {
@@ -236,7 +261,44 @@ func (a *DataManagementsApi) getExportedFileContent(c *core.WebContext, fileType
 	categoryMap := a.categories.GetCategoryMapByList(categories)
 	tagMap := a.tags.GetTagMapByList(tags)
 
-	allTransactions, err := a.transactions.GetAllTransactions(c, uid, pageCountForDataExport, true)
+	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())
+		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())
+		return nil, "", errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	var allTagIds []int64
+	noTags := exportTransactionDataReq.TagIds == "none"
+
+	if !noTags {
+		allTagIds, err = a.tags.GetTagIds(exportTransactionDataReq.TagIds)
+
+		if err != nil {
+			log.Warnf(c, "[data_managements.ExportDataHandler] get transaction tag ids error, because %s", err.Error())
+			return nil, "", errs.Or(err, errs.ErrOperationFailed)
+		}
+	}
+
+	maxTransactionTime := utils.GetMaxTransactionTimeFromUnixTime(time.Now().Unix())
+	minTransactionTime := int64(0)
+
+	if exportTransactionDataReq.MaxTime > 0 {
+		maxTransactionTime = utils.GetMaxTransactionTimeFromUnixTime(exportTransactionDataReq.MaxTime)
+	}
+
+	if exportTransactionDataReq.MinTime > 0 {
+		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)
 
 	if err != nil {
 		log.Errorf(c, "[data_managements.ExportDataHandler] failed to all transactions user \"uid:%d\", because %s", uid, err.Error())

pkg/api/exchange_rates.go

@@ -1,25 +1,20 @@
 package api
 
 import (
-	"crypto/tls"
-	"fmt"
-	"io"
-	"net/http"
-	"sort"
-	"time"
-
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 	"github.com/mayswind/ezbookkeeping/pkg/exchangerates"
 	"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"
 )
 
 // ExchangeRatesApi represents exchange rate api
 type ExchangeRatesApi struct {
 	ApiUsingConfig
+	users                   *services.UserService
+	userCustomExchangeRates *services.UserCustomExchangeRatesService
 }
 
 // Initialize a exchange rate api singleton instance
@@ -28,6 +23,8 @@ var (
 		ApiUsingConfig: ApiUsingConfig{
 			container: settings.Container,
 		},
+		users:                   services.Users,
+		userCustomExchangeRates: services.UserCustomExchangeRates,
 	}
 )
 
@@ -39,84 +36,77 @@ func (a *ExchangeRatesApi) LatestExchangeRateHandler(c *core.WebContext) (any, *
 		return nil, errs.ErrInvalidExchangeRatesDataSource
 	}
 
-	uid := c.GetCurrentUid()
+	exchangeRateResponse, err := dataSource.GetLatestExchangeRates(c, c.GetCurrentUid(), a.container.Current)
 
-	transport := http.DefaultTransport.(*http.Transport).Clone()
-	utils.SetProxyUrl(transport, a.CurrentConfig().ExchangeRatesProxy)
-
-	if a.CurrentConfig().ExchangeRatesSkipTLSVerify {
-		transport.TLSClientConfig = &tls.Config{
-			InsecureSkipVerify: true,
-		}
+	if err != nil {
+		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	client := &http.Client{
-		Transport: transport,
-		Timeout:   time.Duration(a.CurrentConfig().ExchangeRatesRequestTimeout) * time.Millisecond,
-	}
-
-	urls := dataSource.GetRequestUrls()
-	exchangeRateResps := make([]*models.LatestExchangeRateResponse, 0, len(urls))
-
-	for i := 0; i < len(urls); i++ {
-		req, _ := http.NewRequest("GET", urls[i], nil)
-		req.Header.Set("User-Agent", fmt.Sprintf("ezBookkeeping/%s ", settings.Version))
-
-		resp, err := client.Do(req)
-
-		if err != nil {
-			log.Errorf(c, "[exchange_rates.LatestExchangeRateHandler] failed to request latest exchange rate data for user \"uid:%d\", because %s", uid, err.Error())
-			return nil, errs.ErrFailedToRequestRemoteApi
-		}
-
-		if resp.StatusCode != 200 {
-			log.Errorf(c, "[exchange_rates.LatestExchangeRateHandler] failed to get latest exchange rate data response for user \"uid:%d\", because response code is not 200", uid)
-			return nil, errs.ErrFailedToRequestRemoteApi
-		}
-
-		defer resp.Body.Close()
-		body, err := io.ReadAll(resp.Body)
-		exchangeRateResp, err := dataSource.Parse(c, body)
-
-		if err != nil {
-			log.Errorf(c, "[exchange_rates.LatestExchangeRateHandler] failed to parse response for user \"uid:%d\", because %s", uid, err.Error())
-			return nil, errs.Or(err, errs.ErrFailedToRequestRemoteApi)
-		}
-
-		exchangeRateResps = append(exchangeRateResps, exchangeRateResp)
-	}
-
-	lastExchangeRateResponse := exchangeRateResps[len(exchangeRateResps)-1]
-	allExchangeRatesMap := make(map[string]string)
-
-	for i := 0; i < len(exchangeRateResps); i++ {
-		exchangeRateResp := exchangeRateResps[i]
-
-		for j := 0; j < len(exchangeRateResp.ExchangeRates); j++ {
-			exchangeRate := exchangeRateResp.ExchangeRates[j]
-			allExchangeRatesMap[exchangeRate.Currency] = exchangeRate.Rate
-		}
-	}
-
-	allExchangeRatesMap[lastExchangeRateResponse.BaseCurrency] = "1"
-	allExchangeRates := make(models.LatestExchangeRateSlice, 0, len(allExchangeRatesMap))
-
-	for currency, rate := range allExchangeRatesMap {
-		allExchangeRates = append(allExchangeRates, &models.LatestExchangeRate{
-			Currency: currency,
-			Rate:     rate,
-		})
-	}
-
-	sort.Sort(allExchangeRates)
-
-	finalExchangeRateResponse := &models.LatestExchangeRateResponse{
-		DataSource:    lastExchangeRateResponse.DataSource,
-		ReferenceUrl:  lastExchangeRateResponse.ReferenceUrl,
-		UpdateTime:    lastExchangeRateResponse.UpdateTime,
-		BaseCurrency:  lastExchangeRateResponse.BaseCurrency,
-		ExchangeRates: allExchangeRates,
-	}
-
-	return finalExchangeRateResponse, nil
+	return exchangeRateResponse, nil
+}
+
+// UserCustomExchangeRateUpdateHandler updates user custom exchange rates data by request parameters for current user
+func (a *ExchangeRatesApi) UserCustomExchangeRateUpdateHandler(c *core.WebContext) (any, *errs.Error) {
+	var customExchangeRateUpdateReq models.UserCustomExchangeRateUpdateRequest
+	err := c.ShouldBindJSON(&customExchangeRateUpdateReq)
+
+	if err != nil {
+		log.Warnf(c, "[exchange_rates.UserCustomExchangeRateUpdateHandler] 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.Errorf(c, "[exchange_rates.UserCustomExchangeRateUpdateHandler] failed to get user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	if customExchangeRateUpdateReq.Currency == user.DefaultCurrency {
+		return nil, errs.ErrCannotUpdateExchangeRateForDefaultCurrency
+	}
+
+	newCustomExchangeRate, defaultCurrencyExchangeRate, err := a.userCustomExchangeRates.UpdateCustomExchangeRate(c, uid, customExchangeRateUpdateReq.Currency, customExchangeRateUpdateReq.Rate, user.DefaultCurrency)
+
+	if err != nil {
+		log.Errorf(c, "[exchange_rates.UserCustomExchangeRateUpdateHandler] failed to update user custom exchange rate \"currency:%s\" for user \"uid:%d\", because %s", customExchangeRateUpdateReq.Currency, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[exchange_rates.UserCustomExchangeRateUpdateHandler] user \"uid:%d\" has updated user custom exchange rate \"currency:%s\" successfully", uid, customExchangeRateUpdateReq.Currency)
+	return newCustomExchangeRate.ToUserCustomExchangeRateUpdateResponse(defaultCurrencyExchangeRate.Rate), nil
+}
+
+// UserCustomExchangeRateDeleteHandler deletes an existed user custom exchange rates data by request parameters for current user
+func (a *ExchangeRatesApi) UserCustomExchangeRateDeleteHandler(c *core.WebContext) (any, *errs.Error) {
+	var customExchangeRateDeleteReq models.UserCustomExchangeRateDeleteRequest
+	err := c.ShouldBindJSON(&customExchangeRateDeleteReq)
+
+	if err != nil {
+		log.Warnf(c, "[exchange_rates.UserCustomExchangeRateDeleteHandler] 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.Errorf(c, "[exchange_rates.UserCustomExchangeRateDeleteHandler] failed to get user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	if customExchangeRateDeleteReq.Currency == user.DefaultCurrency {
+		return nil, errs.ErrCannotDeleteExchangeRateForDefaultCurrency
+	}
+
+	err = a.userCustomExchangeRates.DeleteCustomExchangeRate(c, uid, customExchangeRateDeleteReq.Currency)
+
+	if err != nil {
+		log.Errorf(c, "[exchange_rates.UserCustomExchangeRateDeleteHandler] failed to delete user custom exchange rate \"currency:%s\" for user \"uid:%d\", because %s", customExchangeRateDeleteReq.Currency, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[exchange_rates.UserCustomExchangeRateDeleteHandler] user \"uid:%d\" has deleted user custom exchange rate \"currency:%s\"", uid, customExchangeRateDeleteReq.Currency)
+	return true, nil
 }

pkg/api/forget_passwords.go

@@ -56,6 +56,10 @@ func (a *ForgetPasswordsApi) UserForgetPasswordRequestHandler(c *core.WebContext
 		return nil, errs.ErrUserIsDisabled
 	}
 
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_FORGET_PASSWORD) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
 	if a.CurrentConfig().ForgetPasswordRequireVerifyEmail && !user.EmailVerified {
 		log.Warnf(c, "[forget_passwords.UserForgetPasswordRequestHandler] user \"uid:%d\" has not verified email", user.Uid)
 		return nil, errs.ErrEmailIsNotVerified
@@ -109,6 +113,10 @@ func (a *ForgetPasswordsApi) UserResetPasswordHandler(c *core.WebContext) (any,
 		return nil, errs.ErrUserIsDisabled
 	}
 
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_FORGET_PASSWORD) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
 	if a.CurrentConfig().ForgetPasswordRequireVerifyEmail && !user.EmailVerified {
 		log.Warnf(c, "[forget_passwords.UserResetPasswordHandler] user \"uid:%d\" has not verified email", user.Uid)
 		return nil, errs.ErrEmailIsNotVerified

pkg/api/model_context_protocols.go

@@ -0,0 +1,267 @@
+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"
+	"github.com/mayswind/ezbookkeeping/pkg/mcp"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/services"
+	"github.com/mayswind/ezbookkeeping/pkg/settings"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+const mcpServerName = "ezBookkeeping-mcp"
+
+// ModelContextProtocolAPI represents model context protocol api
+type ModelContextProtocolAPI struct {
+	ApiUsingConfig
+	transactions          *services.TransactionService
+	transactionCategories *services.TransactionCategoryService
+	transactionTags       *services.TransactionTagService
+	accounts              *services.AccountService
+	users                 *services.UserService
+	tokens                *services.TokenService
+}
+
+// Initialize a model context protocol api singleton instance
+var (
+	ModelContextProtocols = &ModelContextProtocolAPI{
+		ApiUsingConfig: ApiUsingConfig{
+			container: settings.Container,
+		},
+		transactions:          services.Transactions,
+		transactionCategories: services.TransactionCategories,
+		transactionTags:       services.TransactionTags,
+		accounts:              services.Accounts,
+		users:                 services.Users,
+		tokens:                services.Tokens,
+	}
+)
+
+// InitializeHandler returns the initialize response for model context protocol
+func (a *ModelContextProtocolAPI) InitializeHandler(c *core.WebContext, jsonRPCRequest *core.JSONRPCRequest) (any, *errs.Error) {
+	var initRequest mcp.MCPInitializeRequest
+
+	if jsonRPCRequest.Params != nil {
+		if err := json.Unmarshal(jsonRPCRequest.Params, &initRequest); err != nil {
+			return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+		}
+	} else {
+		return nil, errs.ErrIncompleteOrIncorrectSubmission
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[model_context_protocols.InitializeHandler] 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_MCP_ACCESS) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	tokenClaims := c.GetTokenClaims()
+	userTokenId, err := utils.StringToInt64(tokenClaims.UserTokenId)
+
+	if err != nil {
+		log.Warnf(c, "[model_context_protocols.InitializeHandler] parse user token id failed, because %s", err.Error())
+	} else {
+		tokenRecord := &models.TokenRecord{
+			Uid:             tokenClaims.Uid,
+			UserTokenId:     userTokenId,
+			CreatedUnixTime: tokenClaims.IssuedAt,
+		}
+
+		tokenId := a.tokens.GenerateTokenId(tokenRecord)
+
+		err = a.tokens.UpdateTokenLastSeen(c, tokenRecord)
+
+		if err != nil {
+			log.Warnf(c, "[model_context_protocols.InitializeHandler] failed to update last seen of token \"id:%s\" for user \"uid:%d\", because %s", tokenId, uid, err.Error())
+		}
+	}
+
+	protocolVersion := mcp.MCPProtocolVersion(initRequest.ProtocolVersion)
+	_, exists := mcp.SupportedMCPVersion[protocolVersion]
+
+	if !exists {
+		protocolVersion = mcp.LatestSupportedMCPVersion
+	}
+
+	initResp := mcp.MCPInitializeResponse{
+		ProtocolVersion: string(protocolVersion),
+		Capabilities: &mcp.MCPCapabilities{
+			Tools: &mcp.MCPToolCapabilities{
+				ListChanged: false,
+			},
+		},
+		ServerInfo: &mcp.MCPImplementation{
+			Name:    mcpServerName,
+			Title:   a.CurrentConfig().AppName,
+			Version: settings.Version,
+		},
+	}
+
+	return initResp, nil
+}
+
+// ListResourcesHandler returns the list of resources for model context protocol
+func (a *ModelContextProtocolAPI) ListResourcesHandler(c *core.WebContext, jsonRPCRequest *core.JSONRPCRequest) (any, *errs.Error) {
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[model_context_protocols.ListResourcesHandler] 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_MCP_ACCESS) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	listResourcesResp := mcp.MCPListResourcesResponse{
+		Resources: make([]*mcp.MCPResource, 0),
+	}
+
+	return listResourcesResp, nil
+}
+
+// ReadResourceHandler returns the resource details for a specific resource in model context protocol
+func (a *ModelContextProtocolAPI) ReadResourceHandler(c *core.WebContext, jsonRPCRequest *core.JSONRPCRequest) (any, *errs.Error) {
+	var readResourceReq mcp.MCPReadResourceRequest
+
+	if jsonRPCRequest.Params != nil {
+		if err := json.Unmarshal(jsonRPCRequest.Params, &readResourceReq); err != nil {
+			return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+		}
+	} else {
+		return nil, errs.ErrIncompleteOrIncorrectSubmission
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[model_context_protocols.ReadResourceHandler] 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_MCP_ACCESS) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	return nil, errs.ErrApiNotFound
+}
+
+// ListToolsHandler returns the list of tools for model context protocol
+func (a *ModelContextProtocolAPI) ListToolsHandler(c *core.WebContext, jsonRPCRequest *core.JSONRPCRequest) (any, *errs.Error) {
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[model_context_protocols.ListToolsHandler] 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_MCP_ACCESS) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	mcpVersion := a.getMCPVersion(c)
+	toolsInfo := mcp.Container.GetMCPTools()
+	finalToolsInfos := make([]*mcp.MCPTool, len(toolsInfo))
+
+	for i := 0; i < len(toolsInfo); i++ {
+		finalToolsInfos[i] = &mcp.MCPTool{
+			Name:        toolsInfo[i].Name,
+			InputSchema: toolsInfo[i].InputSchema,
+			Title:       toolsInfo[i].Title,
+			Description: toolsInfo[i].Description,
+		}
+
+		if mcpVersion >= string(mcp.ToolResultStructuredContentMinVersion) {
+			finalToolsInfos[i].OutputSchema = toolsInfo[i].OutputSchema
+		}
+	}
+
+	listToolsResp := mcp.MCPListToolsResponse{
+		Tools: finalToolsInfos,
+	}
+
+	return listToolsResp, nil
+}
+
+// CallToolHandler returns the result of calling a specific tool for model context protocol
+func (a *ModelContextProtocolAPI) CallToolHandler(c *core.WebContext, jsonRPCRequest *core.JSONRPCRequest) (any, *errs.Error) {
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[model_context_protocols.CallToolHandler] 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_MCP_ACCESS) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	var callToolReq mcp.MCPCallToolRequest
+
+	if jsonRPCRequest.Params != nil {
+		if err := json.Unmarshal(jsonRPCRequest.Params, &callToolReq); err != nil {
+			return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+		}
+	} else {
+		return nil, errs.ErrIncompleteOrIncorrectSubmission
+	}
+
+	result, err := mcp.Container.HandleTool(c, &callToolReq, user, a.CurrentConfig(), a)
+
+	if err != nil {
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	return result, nil
+}
+
+// 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
+}
+
+// GetTransactionService implements the MCPAvailableServices interface
+func (a *ModelContextProtocolAPI) GetTransactionService() *services.TransactionService {
+	return a.transactions
+}
+
+// GetTransactionCategoryService implements the MCPAvailableServices interface
+func (a *ModelContextProtocolAPI) GetTransactionCategoryService() *services.TransactionCategoryService {
+	return a.transactionCategories
+}
+
+// GetTransactionTagService implements the MCPAvailableServices interface
+func (a *ModelContextProtocolAPI) GetTransactionTagService() *services.TransactionTagService {
+	return a.transactionTags
+}
+
+// GetAccountService implements the MCPAvailableServices interface
+func (a *ModelContextProtocolAPI) GetAccountService() *services.AccountService {
+	return a.accounts
+}
+
+// GetUserService implements the MCPAvailableServices interface
+func (a *ModelContextProtocolAPI) GetUserService() *services.UserService {
+	return a.users
+}
+
+// getMCPVersion returns the MCP protocol version from the request header
+func (a *ModelContextProtocolAPI) getMCPVersion(c *core.WebContext) string {
+	return c.GetHeader(mcp.MCPProtocolVersionHeaderName)
+}

pkg/api/server_settings.go

@@ -0,0 +1,212 @@
+package api
+
+import (
+	"fmt"
+	"strings"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/settings"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+const ezbookkeepingServerSettingsGlobalVariableName = "EZBOOKKEEPING_SERVER_SETTINGS"
+const ezbookkeepingServerSettingsGlobalVariableFullName = "window." + ezbookkeepingServerSettingsGlobalVariableName
+const ezbookkeepingServerSettingsJavascriptFileHeader = ezbookkeepingServerSettingsGlobalVariableFullName +
+	"=" + ezbookkeepingServerSettingsGlobalVariableFullName + "||{};\n"
+
+// ServerSettingsApi represents server settings api
+type ServerSettingsApi struct {
+	ApiUsingConfig
+}
+
+// Initialize a server settings api singleton instance
+var (
+	ServerSettings = &ServerSettingsApi{
+		ApiUsingConfig: ApiUsingConfig{
+			container: settings.Container,
+		},
+	}
+)
+
+// ServerSettingsJavascriptHandler returns the javascript contains server settings
+func (a *ServerSettingsApi) ServerSettingsJavascriptHandler(c *core.WebContext) ([]byte, string, *errs.Error) {
+	config := a.CurrentConfig()
+	builder := &strings.Builder{}
+	builder.WriteString(ezbookkeepingServerSettingsJavascriptFileHeader)
+
+	a.appendBooleanSetting(builder, "r", config.EnableUserRegister)
+	a.appendBooleanSetting(builder, "f", config.EnableUserForgetPassword)
+	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)
+
+	if config.EnableMCPServer {
+		a.appendBooleanSetting(builder, "mcp", config.EnableMCPServer)
+	}
+
+	if config.LoginPageTips.Enabled {
+		a.appendMultiLanguageTipSetting(builder, "lpt", config.LoginPageTips)
+	}
+
+	a.appendStringSetting(builder, "m", config.MapProvider)
+
+	if config.EnableMapDataFetchProxy &&
+		(config.MapProvider == settings.OpenStreetMapProvider ||
+			config.MapProvider == settings.OpenStreetMapHumanitarianStyleProvider ||
+			config.MapProvider == settings.OpenTopoMapProvider ||
+			config.MapProvider == settings.OPNVKarteMapProvider ||
+			config.MapProvider == settings.CyclOSMMapProvider ||
+			config.MapProvider == settings.CartoDBMapProvider ||
+			config.MapProvider == settings.TomTomMapProvider ||
+			config.MapProvider == settings.TianDiTuProvider ||
+			config.MapProvider == settings.CustomProvider) {
+		a.appendBooleanSetting(builder, "mp", config.EnableMapDataFetchProxy)
+	}
+
+	if config.MapProvider == settings.CustomProvider {
+		a.appendStringSetting(builder, "cmzl", fmt.Sprintf("%d-%d-%d", config.CustomMapTileServerMinZoomLevel, config.CustomMapTileServerMaxZoomLevel, config.CustomMapTileServerDefaultZoomLevel))
+
+		if !config.EnableMapDataFetchProxy {
+			a.appendStringSetting(builder, "cmsu", config.CustomMapTileServerTileLayerUrl)
+
+			if config.CustomMapTileServerAnnotationLayerUrl != "" {
+				a.appendStringSetting(builder, "cmau", config.CustomMapTileServerAnnotationLayerUrl)
+			}
+		} else {
+			if config.CustomMapTileServerAnnotationLayerUrl != "" {
+				a.appendBooleanSetting(builder, "cmap", config.EnableMapDataFetchProxy)
+			}
+		}
+	}
+
+	if config.MapProvider == settings.TomTomMapProvider && config.TomTomMapAPIKey != "" && !config.EnableMapDataFetchProxy {
+		a.appendStringSetting(builder, "tmak", config.TomTomMapAPIKey)
+	}
+
+	if config.MapProvider == settings.TianDiTuProvider && config.TianDiTuAPIKey != "" && !config.EnableMapDataFetchProxy {
+		a.appendStringSetting(builder, "tdak", config.TianDiTuAPIKey)
+	}
+
+	if config.MapProvider == settings.GoogleMapProvider && config.GoogleMapAPIKey != "" {
+		a.appendStringSetting(builder, "gmak", config.GoogleMapAPIKey)
+	}
+
+	if config.MapProvider == settings.BaiduMapProvider && config.BaiduMapAK != "" {
+		a.appendStringSetting(builder, "bmak", config.BaiduMapAK)
+	}
+
+	if config.MapProvider == settings.AmapProvider && config.AmapApplicationKey != "" {
+		a.appendStringSetting(builder, "amak", config.AmapApplicationKey)
+	}
+
+	if config.MapProvider == settings.AmapProvider && config.AmapSecurityVerificationMethod != "" {
+		a.appendStringSetting(builder, "amsv", config.AmapSecurityVerificationMethod)
+
+		if config.AmapSecurityVerificationMethod == settings.AmapSecurityVerificationExternalProxyMethod {
+			a.appendStringSetting(builder, "amep", config.AmapApiExternalProxyUrl)
+		}
+
+		if config.AmapSecurityVerificationMethod == settings.AmapSecurityVerificationPlainTextMethod {
+			a.appendStringSetting(builder, "amas", config.AmapApplicationSecret)
+		}
+	}
+
+	if config.ExchangeRatesRequestTimeoutExceedDefaultValue {
+		a.appendIntegerSetting(builder, "errt", int(config.ExchangeRatesRequestTimeout))
+	}
+
+	return []byte(builder.String()), "", nil
+}
+
+func (a *ServerSettingsApi) appendStringSetting(builder *strings.Builder, key string, value string) {
+	builder.WriteString(ezbookkeepingServerSettingsGlobalVariableFullName)
+	builder.WriteString("[")
+	a.appendEncodedString(builder, key)
+	builder.WriteString("]=")
+
+	a.appendEncodedString(builder, value)
+
+	builder.WriteString(";\n")
+}
+
+func (a *ServerSettingsApi) appendMultiLanguageTipSetting(builder *strings.Builder, key string, value settings.TipConfig) {
+	builder.WriteString(ezbookkeepingServerSettingsGlobalVariableFullName)
+	builder.WriteString("[")
+	a.appendEncodedString(builder, key)
+	builder.WriteString("]={\n")
+
+	builder.WriteString("'default'")
+	builder.WriteRune(':')
+	a.appendEncodedString(builder, value.DefaultContent)
+
+	for languageTag, content := range value.MultiLanguageContent {
+		builder.WriteString(",\n")
+		a.appendEncodedString(builder, languageTag)
+		builder.WriteRune(':')
+		a.appendEncodedString(builder, content)
+	}
+
+	builder.WriteString("\n};\n")
+}
+
+func (a *ServerSettingsApi) appendBooleanSetting(builder *strings.Builder, key string, value bool) {
+	builder.WriteString(ezbookkeepingServerSettingsGlobalVariableFullName)
+	builder.WriteString("[")
+	a.appendEncodedString(builder, key)
+	builder.WriteString("]=")
+
+	if value {
+		builder.WriteRune('1')
+	} else {
+		builder.WriteRune('0')
+	}
+
+	builder.WriteString(";\n")
+}
+
+func (a *ServerSettingsApi) appendIntegerSetting(builder *strings.Builder, key string, value int) {
+	builder.WriteString(ezbookkeepingServerSettingsGlobalVariableFullName)
+	builder.WriteString("[")
+	a.appendEncodedString(builder, key)
+	builder.WriteString("]=")
+	builder.WriteString(utils.IntToString(value))
+	builder.WriteString(";\n")
+}
+
+func (a *ServerSettingsApi) appendEncodedString(builder *strings.Builder, content string) {
+	builder.WriteRune('\'')
+	runes := []rune(content)
+
+	for i := 0; i < len(runes); i++ {
+		switch runes[i] {
+		case '\\':
+			builder.WriteRune('\\')
+			builder.WriteRune('\\')
+		case '\'':
+			builder.WriteRune('\\')
+			builder.WriteRune('\'')
+		case '\n':
+			builder.WriteRune('\\')
+			builder.WriteRune('n')
+		case '\r':
+			builder.WriteRune('\\')
+			builder.WriteRune('r')
+		case '\t':
+			builder.WriteRune('\\')
+			builder.WriteRune('t')
+		case '\f':
+			builder.WriteRune('\\')
+			builder.WriteRune('f')
+		case '\b':
+			builder.WriteRune('\\')
+			builder.WriteRune('b')
+		default:
+			builder.WriteRune(runes[i])
+		}
+	}
+
+	builder.WriteRune('\'')
+}

pkg/api/systems.go

@@ -0,0 +1,29 @@
+package api
+
+import (
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/settings"
+)
+
+// SystemsApi represents system api
+type SystemsApi struct{}
+
+// Initialize a system api singleton instance
+var (
+	Systems = &SystemsApi{}
+)
+
+// VersionHandler returns the server version and commit hash
+func (a *SystemsApi) VersionHandler(c *core.WebContext) (any, *errs.Error) {
+	result := make(map[string]string)
+
+	result["version"] = settings.Version
+	result["commitHash"] = settings.CommitHash
+
+	if settings.BuildTime != "" {
+		result["buildTime"] = settings.BuildTime
+	}
+
+	return result, nil
+}

pkg/api/tokens.go

@@ -18,8 +18,9 @@ import (
 type TokensApi struct {
 	ApiUsingConfig
 	ApiWithUserInfo
-	tokens *services.TokenService
-	users  *services.UserService
+	tokens               *services.TokenService
+	users                *services.UserService
+	userAppCloudSettings *services.UserApplicationCloudSettingsService
 }
 
 // Initialize a token api singleton instance
@@ -36,15 +37,16 @@ var (
 				container: avatars.Container,
 			},
 		},
-		tokens: services.Tokens,
-		users:  services.Users,
+		tokens:               services.Tokens,
+		users:                services.Users,
+		userAppCloudSettings: services.UserApplicationCloudSettings,
 	}
 )
 
 // TokenListHandler returns available token list of current user
 func (a *TokensApi) TokenListHandler(c *core.WebContext) (any, *errs.Error) {
 	uid := c.GetCurrentUid()
-	tokens, err := a.tokens.GetAllUnexpiredNormalTokensByUid(c, uid)
+	tokens, err := a.tokens.GetAllUnexpiredNormalAndMCPTokensByUid(c, uid)
 
 	if err != nil {
 		log.Errorf(c, "[tokens.TokenListHandler] failed to get all tokens for user \"uid:%d\", because %s", uid, err.Error())
@@ -67,6 +69,10 @@ 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 {
+			tokenResp.UserAgent = services.TokenUserAgentForMCP
+		}
+
 		tokenResps[i] = tokenResp
 	}
 
@@ -75,6 +81,53 @@ func (a *TokensApi) TokenListHandler(c *core.WebContext) (any, *errs.Error) {
 	return tokenResps, nil
 }
 
+// TokenGenerateMCPHandler generates a new MCP token for current user
+func (a *TokensApi) TokenGenerateMCPHandler(c *core.WebContext) (any, *errs.Error) {
+	if !a.CurrentConfig().EnableMCPServer {
+		return nil, errs.ErrMCPServerNotEnabled
+	}
+
+	var generateMCPTokenReq models.TokenGenerateMCPRequest
+	err := c.ShouldBindJSON(&generateMCPTokenReq)
+
+	if err != nil {
+		log.Warnf(c, "[tokens.TokenGenerateMCPHandler] 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.TokenGenerateMCPHandler] 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_MCP_ACCESS) {
+		return false, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	if !a.users.IsPasswordEqualsUserPassword(generateMCPTokenReq.Password, user) {
+		return nil, errs.ErrUserPasswordWrong
+	}
+
+	token, claims, err := a.tokens.CreateMCPToken(c, user)
+
+	if err != nil {
+		log.Errorf(c, "[tokens.TokenGenerateMCPHandler] failed to create mcp token for user \"uid:%d\", because %s", user.Uid, err.Error())
+		return nil, errs.Or(err, errs.ErrTokenGenerating)
+	}
+
+	log.Infof(c, "[tokens.TokenGenerateMCPHandler] user \"uid:%d\" has generated mcp token, new token will be expired at %d", user.Uid, claims.ExpiresAt)
+
+	generateMCPTokenResp := &models.TokenGenerateMCPResponse{
+		Token:  token,
+		MCPUrl: a.CurrentConfig().RootUrl + "mcp",
+	}
+
+	return generateMCPTokenResp, nil
+}
+
 // TokenRevokeCurrentHandler revokes current token of current user
 func (a *TokensApi) TokenRevokeCurrentHandler(c *core.WebContext) (any, *errs.Error) {
 	_, claims, err := a.tokens.ParseTokenByHeader(c)
@@ -100,11 +153,11 @@ func (a *TokensApi) TokenRevokeCurrentHandler(c *core.WebContext) (any, *errs.Er
 	err = a.tokens.DeleteToken(c, tokenRecord)
 
 	if err != nil {
-		log.Errorf(c, "[token.TokenRevokeCurrentHandler] failed to revoke token \"id:%s\" for user \"uid:%d\", because %s", tokenId, claims.Uid, err.Error())
+		log.Errorf(c, "[tokens.TokenRevokeCurrentHandler] failed to revoke token \"id:%s\" for user \"uid:%d\", because %s", tokenId, claims.Uid, err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	log.Infof(c, "[token.TokenRevokeCurrentHandler] user \"uid:%d\" has revoked token \"id:%s\"", claims.Uid, tokenId)
+	log.Infof(c, "[tokens.TokenRevokeCurrentHandler] user \"uid:%d\" has revoked token \"id:%s\"", claims.Uid, tokenId)
 	return true, nil
 }
 
@@ -122,7 +175,7 @@ func (a *TokensApi) TokenRevokeHandler(c *core.WebContext) (any, *errs.Error) {
 
 	if err != nil {
 		if !errs.IsCustomError(err) {
-			log.Errorf(c, "[token.TokenRevokeHandler] failed to parse token \"id:%s\", because %s", tokenRevokeReq.TokenId, err.Error())
+			log.Errorf(c, "[tokens.TokenRevokeHandler] failed to parse token \"id:%s\", because %s", tokenRevokeReq.TokenId, err.Error())
 		}
 
 		return nil, errs.Or(err, errs.ErrInvalidTokenId)
@@ -131,18 +184,34 @@ func (a *TokensApi) TokenRevokeHandler(c *core.WebContext) (any, *errs.Error) {
 	uid := c.GetCurrentUid()
 
 	if tokenRecord.Uid != uid {
-		log.Warnf(c, "[token.TokenRevokeHandler] token \"id:%s\" is not owned by user \"uid:%d\"", tokenRevokeReq.TokenId, uid)
+		log.Warnf(c, "[tokens.TokenRevokeHandler] token \"id:%s\" is not owned by user \"uid:%d\"", tokenRevokeReq.TokenId, uid)
 		return nil, errs.ErrInvalidTokenId
 	}
 
+	if utils.Int64ToString(tokenRecord.UserTokenId) != c.GetTokenClaims().UserTokenId || tokenRecord.CreatedUnixTime != c.GetTokenClaims().IssuedAt {
+		user, err := a.users.GetUserById(c, uid)
+
+		if err != nil {
+			if !errs.IsCustomError(err) {
+				log.Errorf(c, "[tokens.TokenRevokeHandler] failed to get user, because %s", err.Error())
+			}
+
+			return nil, errs.ErrUserNotFound
+		}
+
+		if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_REVOKE_OTHER_SESSION) {
+			return nil, errs.ErrNotPermittedToPerformThisAction
+		}
+	}
+
 	err = a.tokens.DeleteToken(c, tokenRecord)
 
 	if err != nil {
-		log.Errorf(c, "[token.TokenRevokeHandler] failed to revoke token \"id:%s\" for user \"uid:%d\", because %s", tokenRevokeReq.TokenId, uid, err.Error())
+		log.Errorf(c, "[tokens.TokenRevokeHandler] failed to revoke token \"id:%s\" for user \"uid:%d\", because %s", tokenRevokeReq.TokenId, uid, err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	log.Infof(c, "[token.TokenRevokeHandler] user \"uid:%d\" has revoked token \"id:%s\"", uid, tokenRevokeReq.TokenId)
+	log.Infof(c, "[tokens.TokenRevokeHandler] user \"uid:%d\" has revoked token \"id:%s\"", uid, tokenRevokeReq.TokenId)
 	return true, nil
 }
 
@@ -170,14 +239,32 @@ func (a *TokensApi) TokenRevokeAllHandler(c *core.WebContext) (any, *errs.Error)
 
 	tokens = append(tokens[:currentTokenIndex], tokens[currentTokenIndex+1:]...)
 
+	if len(tokens) < 1 {
+		return nil, errs.ErrTokenRecordNotFound
+	}
+
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		if !errs.IsCustomError(err) {
+			log.Errorf(c, "[tokens.TokenRevokeAllHandler] failed to get user, because %s", err.Error())
+		}
+
+		return nil, errs.ErrUserNotFound
+	}
+
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_REVOKE_OTHER_SESSION) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
 	err = a.tokens.DeleteTokens(c, uid, tokens)
 
 	if err != nil {
-		log.Errorf(c, "[token.TokenRevokeAllHandler] failed to revoke all tokens for user \"uid:%d\", because %s", uid, err.Error())
+		log.Errorf(c, "[tokens.TokenRevokeAllHandler] failed to revoke all tokens for user \"uid:%d\", because %s", uid, err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	log.Infof(c, "[token.TokenRevokeAllHandler] user \"uid:%d\" has revoked all tokens", uid)
+	log.Infof(c, "[tokens.TokenRevokeAllHandler] user \"uid:%d\" has revoked all tokens", uid)
 	return true, nil
 }
 
@@ -187,7 +274,7 @@ func (a *TokensApi) TokenRefreshHandler(c *core.WebContext) (any, *errs.Error) {
 	user, err := a.users.GetUserById(c, uid)
 
 	if err != nil {
-		log.Warnf(c, "[token.TokenRefreshHandler] failed to get user \"uid:%d\" info, because %s", uid, err.Error())
+		log.Warnf(c, "[tokens.TokenRefreshHandler] failed to get user \"uid:%d\" info, because %s", uid, err.Error())
 		return nil, errs.ErrUserNotFound
 	}
 
@@ -195,7 +282,7 @@ func (a *TokensApi) TokenRefreshHandler(c *core.WebContext) (any, *errs.Error) {
 	oldTokenClaims := c.GetTokenClaims()
 
 	if now-oldTokenClaims.IssuedAt < int64(a.CurrentConfig().TokenMinRefreshInterval) {
-		log.Infof(c, "[token.TokenRefreshHandler] token of user \"uid:%d\" does not need to be refreshed", uid)
+		log.Infof(c, "[tokens.TokenRefreshHandler] token of user \"uid:%d\" does not need to be refreshed", uid)
 
 		userTokenId, err := utils.StringToInt64(oldTokenClaims.UserTokenId)
 
@@ -213,13 +300,23 @@ func (a *TokensApi) TokenRefreshHandler(c *core.WebContext) (any, *errs.Error) {
 			err = a.tokens.UpdateTokenLastSeen(c, tokenRecord)
 
 			if err != nil {
-				log.Warnf(c, "[token.TokenRefreshHandler] failed to update last seen of token \"id:%s\" for user \"uid:%d\", because %s", tokenId, uid, err.Error())
+				log.Warnf(c, "[tokens.TokenRefreshHandler] failed to update last seen of token \"id:%s\" for user \"uid:%d\", because %s", tokenId, uid, err.Error())
 			}
 		}
 
+		userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, user.Uid)
+		var applicationCloudSettingSlice *models.ApplicationCloudSettingSlice = nil
+
+		if err != nil {
+			log.Warnf(c, "[tokens.TokenRefreshHandler] 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
+		}
+
 		refreshResp := &models.TokenRefreshResponse{
-			User:                a.GetUserBasicInfo(user),
-			NotificationContent: a.GetAfterOpenNotificationContent(user.Language, c.GetClientLocale()),
+			User:                     a.GetUserBasicInfo(user),
+			ApplicationCloudSettings: applicationCloudSettingSlice,
+			NotificationContent:      a.GetAfterOpenNotificationContent(user.Language, c.GetClientLocale()),
 		}
 
 		return refreshResp, nil
@@ -228,7 +325,7 @@ func (a *TokensApi) TokenRefreshHandler(c *core.WebContext) (any, *errs.Error) {
 	token, claims, err := a.tokens.CreateToken(c, user)
 
 	if err != nil {
-		log.Errorf(c, "[token.TokenRefreshHandler] failed to create token for user \"uid:%d\", because %s", user.Uid, err.Error())
+		log.Errorf(c, "[tokens.TokenRefreshHandler] failed to create token for user \"uid:%d\", because %s", user.Uid, err.Error())
 		return nil, errs.Or(err, errs.ErrTokenGenerating)
 	}
 
@@ -242,13 +339,23 @@ func (a *TokensApi) TokenRefreshHandler(c *core.WebContext) (any, *errs.Error) {
 	c.SetTextualToken(token)
 	c.SetTokenClaims(claims)
 
-	log.Infof(c, "[token.TokenRefreshHandler] user \"uid:%d\" token refreshed, new token will be expired at %d", user.Uid, claims.ExpiresAt)
+	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, user.Uid)
+	var applicationCloudSettingSlice *models.ApplicationCloudSettingSlice = nil
+
+	if err != nil {
+		log.Warnf(c, "[tokens.TokenRefreshHandler] 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, "[tokens.TokenRefreshHandler] user \"uid:%d\" token refreshed, new token will be expired at %d", user.Uid, claims.ExpiresAt)
 
 	refreshResp := &models.TokenRefreshResponse{
-		NewToken:            token,
-		OldTokenId:          a.tokens.GenerateTokenId(oldTokenRecord),
-		User:                a.GetUserBasicInfo(user),
-		NotificationContent: a.GetAfterOpenNotificationContent(user.Language, c.GetClientLocale()),
+		NewToken:                 token,
+		OldTokenId:               a.tokens.GenerateTokenId(oldTokenRecord),
+		User:                     a.GetUserBasicInfo(user),
+		ApplicationCloudSettings: applicationCloudSettingSlice,
+		NotificationContent:      a.GetAfterOpenNotificationContent(user.Language, c.GetClientLocale()),
 	}
 
 	return refreshResp, nil

pkg/api/transaction_categories.go

@@ -29,6 +29,9 @@ var (
 			container: settings.Container,
 		},
 		ApiUsingDuplicateChecker: ApiUsingDuplicateChecker{
+			ApiUsingConfig: ApiUsingConfig{
+				container: settings.Container,
+			},
 			container: duplicatechecker.Container,
 		},
 		categories: services.TransactionCategories,
@@ -161,7 +164,7 @@ func (a *TransactionCategoriesApi) CategoryCreateHandler(c *core.WebContext) (an
 
 	log.Infof(c, "[transaction_categories.CategoryCreateHandler] user \"uid:%d\" has created a new category \"id:%d\" successfully", uid, category.CategoryId)
 
-	a.SetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_CATEGORY, uid, categoryCreateReq.ClientSessionId, utils.Int64ToString(category.CategoryId))
+	a.SetSubmissionRemarkIfEnable(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_CATEGORY, uid, categoryCreateReq.ClientSessionId, utils.Int64ToString(category.CategoryId))
 	categoryResp := category.ToTransactionCategoryInfoResponse()
 
 	return categoryResp, nil
@@ -226,11 +229,11 @@ func (a *TransactionCategoriesApi) CategoryModifyHandler(c *core.WebContext) (an
 		return nil, errs.ErrNothingWillBeUpdated
 	}
 
-	if category.ParentCategoryId == 0 && newCategory.ParentCategoryId != 0 {
+	if category.ParentCategoryId == models.LevelOneTransactionCategoryParentId && newCategory.ParentCategoryId != models.LevelOneTransactionCategoryParentId {
 		return nil, errs.Or(err, errs.ErrNotAllowChangePrimaryTransactionCategoryToSecondary)
 	}
 
-	if category.ParentCategoryId != 0 && newCategory.ParentCategoryId == 0 {
+	if category.ParentCategoryId != models.LevelOneTransactionCategoryParentId && newCategory.ParentCategoryId == models.LevelOneTransactionCategoryParentId {
 		return nil, errs.Or(err, errs.ErrNotAllowChangeSecondaryTransactionCategoryToPrimary)
 	}
 
@@ -253,7 +256,7 @@ func (a *TransactionCategoriesApi) CategoryModifyHandler(c *core.WebContext) (an
 			return nil, errs.Or(err, errs.ErrNotAllowChangePrimaryTransactionType)
 		}
 
-		if toPrimaryCategory.ParentCategoryId != 0 {
+		if toPrimaryCategory.ParentCategoryId != models.LevelOneTransactionCategoryParentId {
 			return nil, errs.Or(err, errs.ErrNotAllowUseSecondaryTransactionAsPrimaryCategory)
 		}
 	}
@@ -430,7 +433,7 @@ func (a *TransactionCategoriesApi) getTransactionCategoryListByTypeResponse(cate
 	for i := 0; i < len(categoryResps); i++ {
 		categoryResp := categoryResps[i]
 
-		if categoryResp.ParentId <= models.LevelOneTransactionParentId {
+		if categoryResp.ParentId <= models.LevelOneTransactionCategoryParentId {
 			continue
 		}
 
@@ -446,7 +449,7 @@ func (a *TransactionCategoriesApi) getTransactionCategoryListByTypeResponse(cate
 	finalCategoryResps := make(models.TransactionCategoryInfoResponseSlice, 0)
 
 	for i := 0; i < len(categoryResps); i++ {
-		if parentId <= 0 && categoryResps[i].ParentId == models.LevelOneTransactionParentId {
+		if parentId <= 0 && categoryResps[i].ParentId == models.LevelOneTransactionCategoryParentId {
 			sort.Sort(categoryResps[i].SubCategories)
 			finalCategoryResps = append(finalCategoryResps, categoryResps[i])
 		} else if parentId > 0 && categoryResps[i].ParentId == parentId {

pkg/api/transaction_pictures.go

@@ -26,6 +26,9 @@ var (
 			container: settings.Container,
 		},
 		ApiUsingDuplicateChecker: ApiUsingDuplicateChecker{
+			ApiUsingConfig: ApiUsingConfig{
+				container: settings.Container,
+			},
 			container: duplicatechecker.Container,
 		},
 		users:    services.Users,
@@ -112,7 +115,7 @@ func (a *TransactionPicturesApi) TransactionPictureUploadHandler(c *core.WebCont
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	a.SetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_PICTURE, uid, clientSessionId, utils.Int64ToString(pictureInfo.PictureId))
+	a.SetSubmissionRemarkIfEnable(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_PICTURE, uid, clientSessionId, utils.Int64ToString(pictureInfo.PictureId))
 	pictureInfoResp := a.GetTransactionPictureInfoResponse(pictureInfo)
 
 	return pictureInfoResp, nil

pkg/api/transaction_tags.go

@@ -101,6 +101,47 @@ func (a *TransactionTagsApi) TagCreateHandler(c *core.WebContext) (any, *errs.Er
 	return tagResp, nil
 }
 
+// TagCreateBatchHandler saves some new transaction tags by request parameters for current user
+func (a *TransactionTagsApi) TagCreateBatchHandler(c *core.WebContext) (any, *errs.Error) {
+	var tagCreateBatchReq models.TransactionTagCreateBatchRequest
+	err := c.ShouldBindJSON(&tagCreateBatchReq)
+
+	if err != nil {
+		log.Warnf(c, "[transaction_tags.TagCreateBatchHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+
+	maxOrderId, err := a.tags.GetMaxDisplayOrder(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[transaction_tags.TagCreateBatchHandler] failed to get max display order for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	tags := a.createNewTagModels(uid, &tagCreateBatchReq, maxOrderId+1)
+
+	err = a.tags.CreateTags(c, uid, tags, tagCreateBatchReq.SkipExists)
+
+	if err != nil {
+		log.Errorf(c, "[transaction_tags.TagCreateBatchHandler] failed to create tags for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[transaction_tags.TagCreateBatchHandler] user \"uid:%d\" has created tags successfully", uid)
+
+	tagResps := make(models.TransactionTagInfoResponseSlice, len(tags))
+
+	for i := 0; i < len(tags); i++ {
+		tagResps[i] = tags[i].ToTransactionTagInfoResponse()
+	}
+
+	sort.Sort(tagResps)
+
+	return tagResps, nil
+}
+
 // TagModifyHandler saves an existed transaction tag by request parameters for current user
 func (a *TransactionTagsApi) TagModifyHandler(c *core.WebContext) (any, *errs.Error) {
 	var tagModifyReq models.TransactionTagModifyRequest
@@ -230,3 +271,15 @@ func (a *TransactionTagsApi) createNewTagModel(uid int64, tagCreateReq *models.T
 		DisplayOrder: order,
 	}
 }
+
+func (a *TransactionTagsApi) createNewTagModels(uid int64, tagCreateBatchReq *models.TransactionTagCreateBatchRequest, order int32) []*models.TransactionTag {
+	tags := make([]*models.TransactionTag, len(tagCreateBatchReq.Tags))
+
+	for i := 0; i < len(tagCreateBatchReq.Tags); i++ {
+		tagCreateReq := tagCreateBatchReq.Tags[i]
+		tag := a.createNewTagModel(uid, tagCreateReq, order+int32(i))
+		tags[i] = tag
+	}
+
+	return tags
+}

pkg/api/transaction_templates.go

@@ -31,6 +31,9 @@ var (
 			container: settings.Container,
 		},
 		ApiUsingDuplicateChecker: ApiUsingDuplicateChecker{
+			ApiUsingConfig: ApiUsingConfig{
+				container: settings.Container,
+			},
 			container: duplicatechecker.Container,
 		},
 		templates: services.TransactionTemplates,
@@ -156,7 +159,12 @@ func (a *TransactionTemplatesApi) TemplateCreateHandler(c *core.WebContext) (any
 	}
 
 	serverUtcOffset := utils.GetServerTimezoneOffsetMinutes()
-	template := a.createNewTemplateModel(uid, &templateCreateReq, maxOrderId+1)
+	template, err := a.createNewTemplateModel(uid, &templateCreateReq, maxOrderId+1)
+
+	if err != nil {
+		log.Errorf(c, "[transaction_templates.TemplateCreateHandler] failed to create new template for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
 
 	if a.CurrentConfig().EnableDuplicateSubmissionsCheck && templateCreateReq.ClientSessionId != "" {
 		found, remark := a.GetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_TEMPLATE, uid, templateCreateReq.ClientSessionId)
@@ -189,7 +197,7 @@ func (a *TransactionTemplatesApi) TemplateCreateHandler(c *core.WebContext) (any
 
 	log.Infof(c, "[transaction_templates.TemplateCreateHandler] user \"uid:%d\" has created a new template \"id:%d\" successfully", uid, template.TemplateId)
 
-	a.SetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_TEMPLATE, uid, templateCreateReq.ClientSessionId, utils.Int64ToString(template.TemplateId))
+	a.SetSubmissionRemarkIfEnable(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_TEMPLATE, uid, templateCreateReq.ClientSessionId, utils.Int64ToString(template.TemplateId))
 	templateResp := template.ToTransactionTemplateInfoResponse(serverUtcOffset)
 
 	return templateResp, nil
@@ -260,6 +268,34 @@ func (a *TransactionTemplatesApi) TemplateModifyHandler(c *core.WebContext) (any
 		newTemplate.ScheduledFrequency = a.getOrderedFrequencyValues(*templateModifyReq.ScheduledFrequency)
 		newTemplate.ScheduledAt = a.getUTCScheduledAt(*templateModifyReq.ScheduledTimezoneUtcOffset)
 		newTemplate.ScheduledTimezoneUtcOffset = *templateModifyReq.ScheduledTimezoneUtcOffset
+
+		if templateModifyReq.ScheduledStartDate != nil {
+			startTime, err := utils.ParseFromLongDateFirstTime(*templateModifyReq.ScheduledStartDate, *templateModifyReq.ScheduledTimezoneUtcOffset)
+
+			if err != nil {
+				log.Errorf(c, "[transaction_templates.TemplateModifyHandler] failed to parse scheduled start date for user \"uid:%d\", because %s", uid, err.Error())
+				return nil, errs.Or(err, errs.ErrOperationFailed)
+			}
+
+			startUnixTime := startTime.Unix()
+			newTemplate.ScheduledStartTime = &startUnixTime
+		}
+
+		if templateModifyReq.ScheduledEndDate != nil {
+			endTime, err := utils.ParseFromLongDateLastTime(*templateModifyReq.ScheduledEndDate, *templateModifyReq.ScheduledTimezoneUtcOffset)
+
+			if err != nil {
+				log.Errorf(c, "[transaction_templates.TemplateModifyHandler] failed to parse scheduled end date for user \"uid:%d\", because %s", uid, err.Error())
+				return nil, errs.Or(err, errs.ErrOperationFailed)
+			}
+
+			endUnixTime := endTime.Unix()
+			newTemplate.ScheduledEndTime = &endUnixTime
+		}
+
+		if newTemplate.ScheduledStartTime != nil && newTemplate.ScheduledEndTime != nil && *newTemplate.ScheduledStartTime > *newTemplate.ScheduledEndTime {
+			return nil, errs.ErrScheduledTransactionTemplateStartDataLaterThanEndDate
+		}
 	}
 
 	if newTemplate.Name == template.Name &&
@@ -277,6 +313,8 @@ func (a *TransactionTemplatesApi) TemplateModifyHandler(c *core.WebContext) (any
 		} else if template.TemplateType == models.TRANSACTION_TEMPLATE_TYPE_SCHEDULE {
 			if newTemplate.ScheduledFrequencyType == template.ScheduledFrequencyType &&
 				newTemplate.ScheduledFrequency == template.ScheduledFrequency &&
+				newTemplate.ScheduledStartTime == template.ScheduledStartTime &&
+				newTemplate.ScheduledEndTime == template.ScheduledEndTime &&
 				newTemplate.ScheduledAt == template.ScheduledAt &&
 				newTemplate.ScheduledTimezoneUtcOffset == template.ScheduledTimezoneUtcOffset {
 				return nil, errs.ErrNothingWillBeUpdated
@@ -419,7 +457,7 @@ func (a *TransactionTemplatesApi) TemplateDeleteHandler(c *core.WebContext) (any
 	return true, nil
 }
 
-func (a *TransactionTemplatesApi) createNewTemplateModel(uid int64, templateCreateReq *models.TransactionTemplateCreateRequest, order int32) *models.TransactionTemplate {
+func (a *TransactionTemplatesApi) createNewTemplateModel(uid int64, templateCreateReq *models.TransactionTemplateCreateRequest, order int32) (*models.TransactionTemplate, error) {
 	template := &models.TransactionTemplate{
 		Uid:                  uid,
 		TemplateType:         templateCreateReq.TemplateType,
@@ -441,9 +479,35 @@ func (a *TransactionTemplatesApi) createNewTemplateModel(uid int64, templateCrea
 		template.ScheduledFrequency = a.getOrderedFrequencyValues(*templateCreateReq.ScheduledFrequency)
 		template.ScheduledAt = a.getUTCScheduledAt(*templateCreateReq.ScheduledTimezoneUtcOffset)
 		template.ScheduledTimezoneUtcOffset = *templateCreateReq.ScheduledTimezoneUtcOffset
+
+		if templateCreateReq.ScheduledStartDate != nil {
+			startTime, err := utils.ParseFromLongDateFirstTime(*templateCreateReq.ScheduledStartDate, *templateCreateReq.ScheduledTimezoneUtcOffset)
+
+			if err != nil {
+				return nil, err
+			}
+
+			startUnixTime := startTime.Unix()
+			template.ScheduledStartTime = &startUnixTime
+		}
+
+		if templateCreateReq.ScheduledEndDate != nil {
+			endTime, err := utils.ParseFromLongDateLastTime(*templateCreateReq.ScheduledEndDate, *templateCreateReq.ScheduledTimezoneUtcOffset)
+
+			if err != nil {
+				return nil, err
+			}
+
+			endUnixTime := endTime.Unix()
+			template.ScheduledEndTime = &endUnixTime
+		}
+
+		if template.ScheduledStartTime != nil && template.ScheduledEndTime != nil && *template.ScheduledStartTime > *template.ScheduledEndTime {
+			return nil, errs.ErrScheduledTransactionTemplateStartDataLaterThanEndDate
+		}
 	}
 
-	return template
+	return template, nil
 }
 
 func (a *TransactionTemplatesApi) getUTCScheduledAt(scheduledTimezoneUtcOffset int16) int16 {

pkg/api/transactions.go

@@ -1,6 +1,8 @@
 package api
 
 import (
+	"encoding/json"
+	"fmt"
 	"io"
 	"sort"
 	"strings"
@@ -8,6 +10,8 @@ import (
 	orderedmap "github.com/wk8/go-ordered-map/v2"
 
 	"github.com/mayswind/ezbookkeeping/pkg/converters"
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
+	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/duplicatechecker"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
@@ -18,9 +22,6 @@ import (
 	"github.com/mayswind/ezbookkeeping/pkg/utils"
 )
 
-const maximumTagsCountOfTransaction = 10
-const maximumPicturesCountOfTransaction = 10
-
 // TransactionsApi represents transaction api
 type TransactionsApi struct {
 	ApiUsingConfig
@@ -40,6 +41,9 @@ var (
 			container: settings.Container,
 		},
 		ApiUsingDuplicateChecker: ApiUsingDuplicateChecker{
+			ApiUsingConfig: ApiUsingConfig{
+				container: settings.Container,
+			},
 			container: duplicatechecker.Container,
 		},
 		transactions:          services.Transactions,
@@ -63,14 +67,14 @@ func (a *TransactionsApi) TransactionCountHandler(c *core.WebContext) (any, *err
 
 	uid := c.GetCurrentUid()
 
-	allAccountIds, err := a.getAccountOrSubAccountIds(c, transactionCountReq.AccountIds, uid)
+	allAccountIds, err := a.accounts.GetAccountOrSubAccountIds(c, transactionCountReq.AccountIds, uid)
 
 	if err != nil {
 		log.Warnf(c, "[transactions.TransactionCountHandler] get account error, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	allCategoryIds, err := a.getCategoryOrSubCategoryIds(c, transactionCountReq.CategoryIds, uid)
+	allCategoryIds, err := a.transactionCategories.GetCategoryOrSubCategoryIds(c, transactionCountReq.CategoryIds, uid)
 
 	if err != nil {
 		log.Warnf(c, "[transactions.TransactionCountHandler] get transaction category error, because %s", err.Error())
@@ -81,7 +85,7 @@ func (a *TransactionsApi) TransactionCountHandler(c *core.WebContext) (any, *err
 	noTags := transactionCountReq.TagIds == "none"
 
 	if !noTags {
-		allTagIds, err = a.getTagIds(transactionCountReq.TagIds)
+		allTagIds, err = a.transactionTags.GetTagIds(transactionCountReq.TagIds)
 
 		if err != nil {
 			log.Warnf(c, "[transactions.TransactionCountHandler] get transaction tag ids error, because %s", err.Error())
@@ -89,7 +93,7 @@ func (a *TransactionsApi) TransactionCountHandler(c *core.WebContext) (any, *err
 		}
 	}
 
-	totalCount, err := a.transactions.GetTransactionCount(c, uid, transactionCountReq.MaxTime, transactionCountReq.MinTime, transactionCountReq.Type, allCategoryIds, allAccountIds, allTagIds, noTags, transactionCountReq.AmountFilter, transactionCountReq.Keyword)
+	totalCount, err := a.transactions.GetTransactionCount(c, uid, transactionCountReq.MaxTime, transactionCountReq.MinTime, transactionCountReq.Type, allCategoryIds, allAccountIds, allTagIds, noTags, transactionCountReq.TagFilterType, 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())
@@ -131,14 +135,14 @@ func (a *TransactionsApi) TransactionListHandler(c *core.WebContext) (any, *errs
 		return nil, errs.ErrUserNotFound
 	}
 
-	allAccountIds, err := a.getAccountOrSubAccountIds(c, transactionListReq.AccountIds, uid)
+	allAccountIds, err := a.accounts.GetAccountOrSubAccountIds(c, transactionListReq.AccountIds, uid)
 
 	if err != nil {
 		log.Warnf(c, "[transactions.TransactionListHandler] get account error, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	allCategoryIds, err := a.getCategoryOrSubCategoryIds(c, transactionListReq.CategoryIds, uid)
+	allCategoryIds, err := a.transactionCategories.GetCategoryOrSubCategoryIds(c, transactionListReq.CategoryIds, uid)
 
 	if err != nil {
 		log.Warnf(c, "[transactions.TransactionListHandler] get transaction category error, because %s", err.Error())
@@ -149,7 +153,7 @@ func (a *TransactionsApi) TransactionListHandler(c *core.WebContext) (any, *errs
 	noTags := transactionListReq.TagIds == "none"
 
 	if !noTags {
-		allTagIds, err = a.getTagIds(transactionListReq.TagIds)
+		allTagIds, err = a.transactionTags.GetTagIds(transactionListReq.TagIds)
 
 		if err != nil {
 			log.Warnf(c, "[transactions.TransactionListHandler] get transaction tag ids error, because %s", err.Error())
@@ -160,7 +164,7 @@ 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.AmountFilter, transactionListReq.Keyword)
+		totalCount, err = a.transactions.GetTransactionCount(c, uid, transactionListReq.MaxTime, transactionListReq.MinTime, transactionListReq.Type, allCategoryIds, allAccountIds, allTagIds, noTags, transactionListReq.TagFilterType, 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())
@@ -168,7 +172,7 @@ 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.AmountFilter, transactionListReq.Keyword, transactionListReq.Page, transactionListReq.Count, true, true)
+	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)
 
 	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())
@@ -234,14 +238,14 @@ func (a *TransactionsApi) TransactionMonthListHandler(c *core.WebContext) (any,
 		return nil, errs.ErrUserNotFound
 	}
 
-	allAccountIds, err := a.getAccountOrSubAccountIds(c, transactionListReq.AccountIds, uid)
+	allAccountIds, err := a.accounts.GetAccountOrSubAccountIds(c, transactionListReq.AccountIds, uid)
 
 	if err != nil {
 		log.Warnf(c, "[transactions.TransactionMonthListHandler] get account error, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	allCategoryIds, err := a.getCategoryOrSubCategoryIds(c, transactionListReq.CategoryIds, uid)
+	allCategoryIds, err := a.transactionCategories.GetCategoryOrSubCategoryIds(c, transactionListReq.CategoryIds, uid)
 
 	if err != nil {
 		log.Warnf(c, "[transactions.TransactionMonthListHandler] get transaction category error, because %s", err.Error())
@@ -252,7 +256,7 @@ func (a *TransactionsApi) TransactionMonthListHandler(c *core.WebContext) (any,
 	noTags := transactionListReq.TagIds == "none"
 
 	if !noTags {
-		allTagIds, err = a.getTagIds(transactionListReq.TagIds)
+		allTagIds, err = a.transactionTags.GetTagIds(transactionListReq.TagIds)
 
 		if err != nil {
 			log.Warnf(c, "[transactions.TransactionMonthListHandler] get transaction tag ids error, because %s", err.Error())
@@ -260,7 +264,7 @@ func (a *TransactionsApi) TransactionMonthListHandler(c *core.WebContext) (any,
 		}
 	}
 
-	transactions, err := a.transactions.GetTransactionsInMonthByPage(c, uid, transactionListReq.Year, transactionListReq.Month, transactionListReq.Type, allCategoryIds, allAccountIds, allTagIds, noTags, transactionListReq.AmountFilter, transactionListReq.Keyword)
+	transactions, err := a.transactions.GetTransactionsInMonthByPage(c, uid, transactionListReq.Year, transactionListReq.Month, transactionListReq.Type, allCategoryIds, allAccountIds, allTagIds, noTags, transactionListReq.TagFilterType, 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())
@@ -299,8 +303,20 @@ func (a *TransactionsApi) TransactionStatisticsHandler(c *core.WebContext) (any,
 		return nil, errs.ErrClientTimezoneOffsetInvalid
 	}
 
+	var allTagIds []int64
+	noTags := statisticReq.TagIds == "none"
+
+	if !noTags {
+		allTagIds, err = a.transactionTags.GetTagIds(statisticReq.TagIds)
+
+		if err != nil {
+			log.Warnf(c, "[transactions.TransactionStatisticsHandler] get transaction tag ids 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, utcOffset, statisticReq.UseTransactionTimezone)
+	totalAmounts, err := a.transactions.GetAccountsAndCategoriesTotalIncomeAndExpense(c, uid, statisticReq.StartTime, statisticReq.EndTime, allTagIds, noTags, statisticReq.TagFilterType, statisticReq.Keyword, utcOffset, 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())
@@ -350,18 +366,30 @@ func (a *TransactionsApi) TransactionStatisticsTrendsHandler(c *core.WebContext)
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
+	var allTagIds []int64
+	noTags := statisticTrendsReq.TagIds == "none"
+
+	if !noTags {
+		allTagIds, err = a.transactionTags.GetTagIds(statisticTrendsReq.TagIds)
+
+		if err != nil {
+			log.Warnf(c, "[transactions.TransactionStatisticsTrendsHandler] get transaction tag ids 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, utcOffset, statisticTrendsReq.UseTransactionTimezone)
+	allMonthlyTotalAmounts, err := a.transactions.GetAccountsAndCategoriesMonthlyIncomeAndExpense(c, uid, startYear, startMonth, endYear, endMonth, allTagIds, noTags, statisticTrendsReq.TagFilterType, statisticTrendsReq.Keyword, utcOffset, 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())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	statisticTrendsResp := make(models.TransactionStatisticTrendsItemSlice, 0, len(allMonthlyTotalAmounts))
+	statisticTrendsResp := make(models.TransactionStatisticTrendsResponseItemSlice, 0, len(allMonthlyTotalAmounts))
 
 	for yearMonth, monthlyTotalAmounts := range allMonthlyTotalAmounts {
-		monthlyStatisticResp := &models.TransactionStatisticTrendsItem{
+		monthlyStatisticResp := &models.TransactionStatisticTrendsResponseItem{
 			Year:  yearMonth / 100,
 			Month: yearMonth % 100,
 			Items: make([]*models.TransactionStatisticResponseItem, len(monthlyTotalAmounts)),
@@ -586,7 +614,7 @@ func (a *TransactionsApi) TransactionGetHandler(c *core.WebContext) (any, *errs.
 	}
 
 	if !transactionGetReq.TrimTag {
-		tagMap, err = a.transactionTags.GetTagsByTagIds(c, uid, utils.ToUniqueInt64Slice(a.getTransactionTagIds(allTransactionTagIds)))
+		tagMap, err = a.transactionTags.GetTagsByTagIds(c, uid, utils.ToUniqueInt64Slice(a.transactionTags.GetTransactionTagIds(allTransactionTagIds)))
 
 		if err != nil {
 			log.Errorf(c, "[transactions.TransactionGetHandler] failed to get transactions tags for user \"uid:%d\", because %s", uid, err.Error())
@@ -651,7 +679,7 @@ func (a *TransactionsApi) TransactionCreateHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrTransactionTagIdInvalid
 	}
 
-	if len(tagIds) > maximumTagsCountOfTransaction {
+	if len(tagIds) > models.MaximumTagsCountOfTransaction {
 		return nil, errs.ErrTransactionHasTooManyTags
 	}
 
@@ -662,7 +690,7 @@ func (a *TransactionsApi) TransactionCreateHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrTransactionPictureIdInvalid
 	}
 
-	if len(pictureIds) > maximumPicturesCountOfTransaction {
+	if len(pictureIds) > models.MaximumPicturesCountOfTransaction {
 		return nil, errs.ErrTransactionHasTooManyPictures
 	}
 
@@ -757,7 +785,7 @@ func (a *TransactionsApi) TransactionCreateHandler(c *core.WebContext) (any, *er
 
 	log.Infof(c, "[transactions.TransactionCreateHandler] user \"uid:%d\" has created a new transaction \"id:%d\" successfully", uid, transaction.TransactionId)
 
-	a.SetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_TRANSACTION, uid, transactionCreateReq.ClientSessionId, utils.Int64ToString(transaction.TransactionId))
+	a.SetSubmissionRemarkIfEnable(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_TRANSACTION, uid, transactionCreateReq.ClientSessionId, utils.Int64ToString(transaction.TransactionId))
 	transactionResp := transaction.ToTransactionInfoResponse(tagIds, transactionEditable)
 	transactionResp.Pictures = a.GetTransactionPictureInfoResponseList(pictureInfos)
 
@@ -781,7 +809,7 @@ func (a *TransactionsApi) TransactionModifyHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrTransactionTagIdInvalid
 	}
 
-	if len(tagIds) > maximumTagsCountOfTransaction {
+	if len(tagIds) > models.MaximumTagsCountOfTransaction {
 		return nil, errs.ErrTransactionHasTooManyTags
 	}
 
@@ -792,7 +820,7 @@ func (a *TransactionsApi) TransactionModifyHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrTransactionPictureIdInvalid
 	}
 
-	if len(pictureIds) > maximumPicturesCountOfTransaction {
+	if len(pictureIds) > models.MaximumPicturesCountOfTransaction {
 		return nil, errs.ErrTransactionHasTooManyPictures
 	}
 
@@ -1006,6 +1034,83 @@ func (a *TransactionsApi) TransactionDeleteHandler(c *core.WebContext) (any, *er
 	return true, nil
 }
 
+// TransactionParseImportDsvFileDataHandler returns the parsed file data by request parameters for current user
+func (a *TransactionsApi) TransactionParseImportDsvFileDataHandler(c *core.WebContext) (any, *errs.Error) {
+	uid := c.GetCurrentUid()
+	form, err := c.MultipartForm()
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionParseImportDsvFileDataHandler] failed to get multi-part form data for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.ErrParameterInvalid
+	}
+
+	fileTypes := form.Value["fileType"]
+
+	if len(fileTypes) < 1 || fileTypes[0] == "" {
+		return nil, errs.ErrImportFileTypeIsEmpty
+	}
+
+	fileType := fileTypes[0]
+
+	if !converters.IsCustomDelimiterSeparatedValuesFileType(fileType) {
+		return nil, errs.Or(err, errs.ErrImportFileTypeNotSupported)
+	}
+
+	fileEncodings := form.Value["fileEncoding"]
+
+	if len(fileEncodings) < 1 || fileEncodings[0] == "" {
+		return nil, errs.ErrImportFileEncodingIsEmpty
+	}
+
+	fileEncoding := fileEncodings[0]
+	dataParser, err := converters.CreateNewDelimiterSeparatedValuesDataParser(fileType, fileEncoding)
+
+	if err != nil {
+		return nil, errs.Or(err, errs.ErrImportFileTypeNotSupported)
+	}
+
+	importFiles := form.File["file"]
+
+	if len(importFiles) < 1 {
+		log.Warnf(c, "[transactions.TransactionParseImportDsvFileDataHandler] there is no import file in request for user \"uid:%d\"", uid)
+		return nil, errs.ErrNoFilesUpload
+	}
+
+	if importFiles[0].Size < 1 {
+		log.Warnf(c, "[transactions.TransactionParseImportDsvFileDataHandler] the size of import file in request is zero for user \"uid:%d\"", uid)
+		return nil, errs.ErrUploadedFileEmpty
+	}
+
+	if importFiles[0].Size > int64(a.CurrentConfig().MaxImportFileSize) {
+		log.Warnf(c, "[transactions.TransactionParseImportDsvFileDataHandler] the upload file size \"%d\" exceeds the maximum size \"%d\" of import file for user \"uid:%d\"", importFiles[0].Size, a.CurrentConfig().MaxImportFileSize, uid)
+		return nil, errs.ErrExceedMaxUploadFileSize
+	}
+
+	importFile, err := importFiles[0].Open()
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionParseImportDsvFileDataHandler] failed to get import file from request for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.ErrOperationFailed
+	}
+
+	defer importFile.Close()
+	fileData, err := io.ReadAll(importFile)
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionParseImportDsvFileDataHandler] failed to read import file data for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	allLines, err := dataParser.ParseDsvFileLines(c, fileData)
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionParseImportDsvFileDataHandler] failed to parse import file data for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	return allLines, nil
+}
+
 // TransactionParseImportFileHandler returns the parsed transaction data by request parameters for current user
 func (a *TransactionsApi) TransactionParseImportFileHandler(c *core.WebContext) (any, *errs.Error) {
 	uid := c.GetCurrentUid()
@@ -1030,7 +1135,105 @@ func (a *TransactionsApi) TransactionParseImportFileHandler(c *core.WebContext)
 	}
 
 	fileType := fileTypes[0]
-	dataImporter, err := converters.GetTransactionDataImporter(fileType)
+
+	var dataImporter converter.TransactionDataImporter
+
+	if converters.IsCustomDelimiterSeparatedValuesFileType(fileType) {
+		fileEncodings := form.Value["fileEncoding"]
+
+		if len(fileEncodings) < 1 || fileEncodings[0] == "" {
+			return nil, errs.ErrImportFileEncodingIsEmpty
+		}
+
+		fileEncoding := fileEncodings[0]
+
+		columnMappings := form.Value["columnMapping"]
+
+		if len(columnMappings) < 1 || columnMappings[0] == "" {
+			return nil, errs.ErrImportFileColumnMappingInvalid
+		}
+
+		var columnIndexMapping = map[datatable.TransactionDataTableColumn]int{}
+		err = json.Unmarshal([]byte(columnMappings[0]), &columnIndexMapping)
+
+		if err != nil {
+			log.Errorf(c, "[transactions.TransactionParseImportFileHandler] failed to parse column mapping for user \"uid:%d\", because %s", uid, err.Error())
+			return nil, errs.ErrImportFileColumnMappingInvalid
+		}
+
+		transactionTypeMappings := form.Value["transactionTypeMapping"]
+
+		if len(transactionTypeMappings) < 1 || transactionTypeMappings[0] == "" {
+			return nil, errs.ErrImportFileTransactionTypeMappingInvalid
+		}
+
+		var transactionTypeNameMapping = map[string]models.TransactionType{}
+		err = json.Unmarshal([]byte(transactionTypeMappings[0]), &transactionTypeNameMapping)
+
+		if err != nil {
+			log.Errorf(c, "[transactions.TransactionParseImportFileHandler] failed to parse transaction type mapping for user \"uid:%d\", because %s", uid, err.Error())
+			return nil, errs.ErrImportFileTransactionTypeMappingInvalid
+		}
+
+		hasHeaderLines := form.Value["hasHeaderLine"]
+		hasHeaderLine := false
+
+		if len(hasHeaderLines) > 0 {
+			hasHeaderLine = hasHeaderLines[0] == "true"
+		}
+
+		timeFormats := form.Value["timeFormat"]
+
+		if len(timeFormats) < 1 || timeFormats[0] == "" {
+			return nil, errs.ErrImportFileTransactionTimeFormatInvalid
+		}
+
+		timezoneFormats := form.Value["timezoneFormat"]
+		timezoneFormat := ""
+
+		if len(timezoneFormats) > 0 {
+			timezoneFormat = timezoneFormats[0]
+		}
+
+		amountDecimalSeparators := form.Value["amountDecimalSeparator"]
+		amountDecimalSeparator := ""
+
+		if len(amountDecimalSeparators) > 0 {
+			amountDecimalSeparator = amountDecimalSeparators[0]
+		}
+
+		amountDigitGroupingSymbols := form.Value["amountDigitGroupingSymbol"]
+		amountDigitGroupingSymbol := ""
+
+		if len(amountDigitGroupingSymbols) > 0 {
+			amountDigitGroupingSymbol = amountDigitGroupingSymbols[0]
+		}
+
+		geoLocationSeparators := form.Value["geoSeparator"]
+		geoLocationSeparator := ""
+
+		if len(geoLocationSeparators) > 0 {
+			geoLocationSeparator = geoLocationSeparators[0]
+		}
+
+		geoLocationOrders := form.Value["geoOrder"]
+		geoLocationOrder := ""
+
+		if len(geoLocationOrders) > 0 {
+			geoLocationOrder = geoLocationOrders[0]
+		}
+
+		transactionTagSeparators := form.Value["tagSeparator"]
+		transactionTagSeparator := ""
+
+		if len(transactionTagSeparators) > 0 {
+			transactionTagSeparator = transactionTagSeparators[0]
+		}
+
+		dataImporter, err = converters.CreateNewDelimiterSeparatedValuesDataImporter(fileType, fileEncoding, columnIndexMapping, transactionTypeNameMapping, hasHeaderLine, timeFormats[0], timezoneFormat, amountDecimalSeparator, amountDigitGroupingSymbol, geoLocationSeparator, geoLocationOrder, transactionTagSeparator)
+	} else {
+		dataImporter, err = converters.GetTransactionDataImporter(fileType)
+	}
 
 	if err != nil {
 		return nil, errs.Or(err, errs.ErrImportFileTypeNotSupported)
@@ -1060,6 +1263,7 @@ func (a *TransactionsApi) TransactionParseImportFileHandler(c *core.WebContext)
 		return nil, errs.ErrOperationFailed
 	}
 
+	defer importFile.Close()
 	fileData, err := io.ReadAll(importFile)
 
 	if err != nil {
@@ -1077,28 +1281,32 @@ func (a *TransactionsApi) TransactionParseImportFileHandler(c *core.WebContext)
 		return nil, errs.ErrUserNotFound
 	}
 
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_IMPORT_TRANSACTION) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
 	accounts, err := a.accounts.GetAllAccountsByUid(c, user.Uid)
 
 	if err != nil {
-		log.BootErrorf(c, "[transactions.TransactionParseImportFileHandler] failed to get accounts for user \"uid:%d\", because %s", user.Uid, err.Error())
+		log.Errorf(c, "[transactions.TransactionParseImportFileHandler] failed to get accounts for user \"uid:%d\", because %s", user.Uid, err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	accountMap := a.accounts.GetAccountNameMapByList(accounts)
+	accountMap := a.accounts.GetVisibleAccountNameMapByList(accounts)
 
 	categories, err := a.transactionCategories.GetAllCategoriesByUid(c, user.Uid, 0, -1)
 
 	if err != nil {
-		log.BootErrorf(c, "[transactions.TransactionParseImportFileHandler] failed to get categories for user \"uid:%d\", because %s", user.Uid, err.Error())
+		log.Errorf(c, "[transactions.TransactionParseImportFileHandler] failed to get categories for user \"uid:%d\", because %s", user.Uid, err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	expenseCategoryMap, incomeCategoryMap, transferCategoryMap := a.transactionCategories.GetCategoryNameMapByList(categories)
+	expenseCategoryMap, incomeCategoryMap, transferCategoryMap := a.transactionCategories.GetVisibleSubCategoryNameMapByList(categories)
 
 	tags, err := a.transactionTags.GetAllTagsByUid(c, user.Uid)
 
 	if err != nil {
-		log.BootErrorf(c, "[transactions.TransactionParseImportFileHandler] failed to get tags for user \"uid:%d\", because %s", user.Uid, err.Error())
+		log.Errorf(c, "[transactions.TransactionParseImportFileHandler] failed to get tags for user \"uid:%d\", because %s", user.Uid, err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
@@ -1107,7 +1315,7 @@ func (a *TransactionsApi) TransactionParseImportFileHandler(c *core.WebContext)
 	parsedTransactions, _, _, _, _, _, err := dataImporter.ParseImportedData(c, user, fileData, utcOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
 
 	if err != nil {
-		log.BootErrorf(c, "[transactions.TransactionParseImportFileHandler] failed to parse imported data for user \"uid:%d\", because %s", user.Uid, err.Error())
+		log.Errorf(c, "[transactions.TransactionParseImportFileHandler] failed to parse imported data for user \"uid:%d\", because %s", user.Uid, err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
@@ -1141,11 +1349,21 @@ func (a *TransactionsApi) TransactionImportHandler(c *core.WebContext) (any, *er
 		found, remark := a.GetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_IMPORT_TRANSACTIONS, uid, transactionImportReq.ClientSessionId)
 
 		if found {
-			log.Infof(c, "[transactions.TransactionImportHandler] another \"%s\" transactions has been imported for user \"uid:%d\"", remark, uid)
-			count, err := utils.StringToInt(remark)
+			items := strings.Split(remark, ":")
 
-			if err == nil {
-				return count, nil
+			if len(items) >= 2 {
+				if items[0] == "finished" {
+					log.Infof(c, "[transactions.TransactionImportHandler] another \"%s\" transactions has been imported for user \"uid:%d\"", items[1], uid)
+					count, err := utils.StringToInt(items[1])
+
+					if err == nil {
+						return count, nil
+					}
+				} else if items[0] == "processing" {
+					return nil, errs.ErrRepeatedRequest
+				}
+			} else {
+				log.Warnf(c, "[transactions.TransactionImportHandler] another transaction import task may be executing, but remark \"%s\" is invalid", remark)
 			}
 		}
 	}
@@ -1161,7 +1379,7 @@ func (a *TransactionsApi) TransactionImportHandler(c *core.WebContext) (any, *er
 			return nil, errs.ErrTransactionTagIdInvalid
 		}
 
-		if len(tagIds) > maximumTagsCountOfTransaction {
+		if len(tagIds) > models.MaximumTagsCountOfTransaction {
 			return nil, errs.ErrTransactionHasTooManyTags
 		}
 
@@ -1201,6 +1419,10 @@ func (a *TransactionsApi) TransactionImportHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrUserNotFound
 	}
 
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_IMPORT_TRANSACTION) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
 	newTransactions := make([]*models.Transaction, len(transactionImportReq.Transactions))
 
 	for i := 0; i < len(transactionImportReq.Transactions); i++ {
@@ -1215,21 +1437,74 @@ func (a *TransactionsApi) TransactionImportHandler(c *core.WebContext) (any, *er
 		newTransactions[i] = transaction
 	}
 
-	err = a.transactions.BatchCreateTransactions(c, user.Uid, newTransactions, newTransactionTagIdsMap)
+	err = a.transactions.BatchCreateTransactions(c, user.Uid, newTransactions, newTransactionTagIdsMap, func(currentProcess float64) {
+		a.SetSubmissionRemarkIfEnable(duplicatechecker.DUPLICATE_CHECKER_TYPE_IMPORT_TRANSACTIONS, uid, transactionImportReq.ClientSessionId, fmt.Sprintf("processing:%.2f", currentProcess))
+	})
 	count := len(newTransactions)
 
 	if err != nil {
+		a.RemoveSubmissionRemarkIfEnable(duplicatechecker.DUPLICATE_CHECKER_TYPE_IMPORT_TRANSACTIONS, uid, transactionImportReq.ClientSessionId)
 		log.Errorf(c, "[transactions.TransactionImportHandler] failed to import %d transactions for user \"uid:%d\", because %s", count, uid, err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
 	log.Infof(c, "[transactions.TransactionImportHandler] user \"uid:%d\" has imported %d transactions successfully", uid, count)
 
-	a.SetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_IMPORT_TRANSACTIONS, uid, transactionImportReq.ClientSessionId, utils.IntToString(count))
+	a.SetSubmissionRemarkIfEnable(duplicatechecker.DUPLICATE_CHECKER_TYPE_IMPORT_TRANSACTIONS, uid, transactionImportReq.ClientSessionId, fmt.Sprintf("finished:%d", count))
 
 	return count, nil
 }
 
+// TransactionImportProcessHandler returns the process of specified transaction import task by request parameters for current user
+func (a *TransactionsApi) TransactionImportProcessHandler(c *core.WebContext) (any, *errs.Error) {
+	var transactionImportProcessReq models.TransactionImportProcessRequest
+	err := c.ShouldBindQuery(&transactionImportProcessReq)
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionImportProcessHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+
+	if !a.CurrentConfig().EnableDuplicateSubmissionsCheck {
+		return nil, nil
+	}
+
+	found, remark := a.GetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_IMPORT_TRANSACTIONS, uid, transactionImportProcessReq.ClientSessionId)
+
+	if !found {
+		return nil, nil
+	}
+
+	items := strings.Split(remark, ":")
+
+	if len(items) < 2 {
+		return nil, nil
+	}
+
+	if items[0] == "finished" {
+		return 100, nil
+	} else if items[0] != "processing" {
+		return nil, nil
+	}
+
+	process, err := utils.StringToFloat64(items[1])
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionImportProcessHandler] parse process failed, because %s", err.Error())
+		return nil, nil
+	}
+
+	if process < 0 {
+		return nil, nil
+	} else if process >= 100 {
+		process = 100
+	}
+
+	return process, nil
+}
+
 func (a *TransactionsApi) filterTransactions(c *core.WebContext, uid int64, transactions []*models.Transaction, accountMap map[int64]*models.Account) []*models.Transaction {
 	finalTransactions := make([]*models.Transaction, 0, len(transactions))
 
@@ -1254,134 +1529,6 @@ func (a *TransactionsApi) filterTransactions(c *core.WebContext, uid int64, tran
 	return finalTransactions
 }
 
-func (a *TransactionsApi) getAccountOrSubAccountIds(c *core.WebContext, accountIds string, uid int64) ([]int64, error) {
-	if accountIds == "" || accountIds == "0" {
-		return nil, nil
-	}
-
-	requestAccountIds, err := utils.StringArrayToInt64Array(strings.Split(accountIds, ","))
-
-	if err != nil {
-		return nil, errs.Or(err, errs.ErrAccountIdInvalid)
-	}
-
-	var allAccountIds []int64
-
-	if len(requestAccountIds) > 0 {
-		allSubAccounts, err := a.accounts.GetSubAccountsByAccountIds(c, uid, requestAccountIds)
-
-		if err != nil {
-			return nil, err
-		}
-
-		accountIdsMap := make(map[int64]int32, len(requestAccountIds))
-
-		for i := 0; i < len(requestAccountIds); i++ {
-			accountIdsMap[requestAccountIds[i]] = 0
-		}
-
-		for i := 0; i < len(allSubAccounts); i++ {
-			subAccount := allSubAccounts[i]
-
-			if refCount, exists := accountIdsMap[subAccount.ParentAccountId]; exists {
-				accountIdsMap[subAccount.ParentAccountId] = refCount + 1
-			} else {
-				accountIdsMap[subAccount.ParentAccountId] = 1
-			}
-
-			if _, exists := accountIdsMap[subAccount.AccountId]; exists {
-				delete(accountIdsMap, subAccount.AccountId)
-			}
-
-			allAccountIds = append(allAccountIds, subAccount.AccountId)
-		}
-
-		for accountId, refCount := range accountIdsMap {
-			if refCount < 1 {
-				allAccountIds = append(allAccountIds, accountId)
-			}
-		}
-	}
-
-	return allAccountIds, nil
-}
-
-func (a *TransactionsApi) getCategoryOrSubCategoryIds(c *core.WebContext, categoryIds string, uid int64) ([]int64, error) {
-	if categoryIds == "" || categoryIds == "0" {
-		return nil, nil
-	}
-
-	requestCategoryIds, err := utils.StringArrayToInt64Array(strings.Split(categoryIds, ","))
-
-	if err != nil {
-		return nil, errs.Or(err, errs.ErrTransactionCategoryIdInvalid)
-	}
-
-	var allCategoryIds []int64
-
-	if len(requestCategoryIds) > 0 {
-		allSubCategories, err := a.transactionCategories.GetSubCategoriesByCategoryIds(c, uid, requestCategoryIds)
-
-		if err != nil {
-			return nil, err
-		}
-
-		categoryIdsMap := make(map[int64]int32, len(requestCategoryIds))
-
-		for i := 0; i < len(requestCategoryIds); i++ {
-			categoryIdsMap[requestCategoryIds[i]] = 0
-		}
-
-		for i := 0; i < len(allSubCategories); i++ {
-			subCategory := allSubCategories[i]
-
-			if refCount, exists := categoryIdsMap[subCategory.ParentCategoryId]; exists {
-				categoryIdsMap[subCategory.ParentCategoryId] = refCount + 1
-			} else {
-				categoryIdsMap[subCategory.ParentCategoryId] = 1
-			}
-
-			if _, exists := categoryIdsMap[subCategory.CategoryId]; exists {
-				delete(categoryIdsMap, subCategory.CategoryId)
-			}
-
-			allCategoryIds = append(allCategoryIds, subCategory.CategoryId)
-		}
-
-		for accountId, refCount := range categoryIdsMap {
-			if refCount < 1 {
-				allCategoryIds = append(allCategoryIds, accountId)
-			}
-		}
-	}
-
-	return allCategoryIds, nil
-}
-
-func (a *TransactionsApi) getTagIds(tagIds string) ([]int64, error) {
-	if tagIds == "" || tagIds == "0" {
-		return nil, nil
-	}
-
-	requestTagIds, err := utils.StringArrayToInt64Array(strings.Split(tagIds, ","))
-
-	if err != nil {
-		return nil, errs.Or(err, errs.ErrTransactionTagIdInvalid)
-	}
-
-	return requestTagIds, nil
-}
-
-func (a *TransactionsApi) getTransactionTagIds(allTransactionTagIds map[int64][]int64) []int64 {
-	allTagIds := make([]int64, 0, len(allTransactionTagIds))
-
-	for _, tagIds := range allTransactionTagIds {
-		allTagIds = append(allTagIds, tagIds...)
-	}
-
-	return allTagIds
-}
-
 func (a *TransactionsApi) getTransactionTagInfoResponses(tagIds []int64, allTransactionTags map[int64]*models.TransactionTag) []*models.TransactionTagInfoResponse {
 	allTags := make([]*models.TransactionTagInfoResponse, 0, len(tagIds))
 
@@ -1451,7 +1598,7 @@ func (a *TransactionsApi) getTransactionResponseListResult(c *core.WebContext, u
 	}
 
 	if !trimTag {
-		tagMap, err = a.transactionTags.GetTagsByTagIds(c, uid, utils.ToUniqueInt64Slice(a.getTransactionTagIds(allTransactionTagIds)))
+		tagMap, err = a.transactionTags.GetTagsByTagIds(c, uid, utils.ToUniqueInt64Slice(a.transactionTags.GetTransactionTagIds(allTransactionTagIds)))
 
 		if err != nil {
 			log.Errorf(c, "[transactions.getTransactionResponseListResult] failed to get transactions tags for user \"uid:%d\", because %s", uid, err.Error())

pkg/api/twofactor_authorizations.go

@@ -81,6 +81,10 @@ func (a *TwoFactorAuthorizationsApi) TwoFactorEnableRequestHandler(c *core.WebCo
 		return nil, errs.ErrUserNotFound
 	}
 
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_ENABLE_2FA) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
 	key, err := a.twoFactorAuthorizations.GenerateTwoFactorSecret(c, user)
 
 	if err != nil {
@@ -141,6 +145,10 @@ func (a *TwoFactorAuthorizationsApi) TwoFactorEnableConfirmHandler(c *core.WebCo
 		return nil, errs.ErrUserNotFound
 	}
 
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_ENABLE_2FA) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
 	twoFactorSetting := &models.TwoFactor{
 		Uid:    uid,
 		Secret: confirmReq.Secret,
@@ -229,6 +237,10 @@ func (a *TwoFactorAuthorizationsApi) TwoFactorDisableHandler(c *core.WebContext)
 		return nil, errs.ErrUserNotFound
 	}
 
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_DISABLE_2FA) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
 	if !a.users.IsPasswordEqualsUserPassword(disableReq.Password, user) {
 		return nil, errs.ErrUserPasswordWrong
 	}

pkg/api/user_app_cloud_settings.go

@@ -0,0 +1,220 @@
+package api
+
+import (
+	"encoding/json"
+
+	"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"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+// UserApplicationCloudSettingsApi represents user application cloud settings api
+type UserApplicationCloudSettingsApi struct {
+	userAppCloudSettings *services.UserApplicationCloudSettingsService
+	users                *services.UserService
+}
+
+// Initialize a user application cloud settings api singleton instance
+var (
+	UserApplicationCloudSettings = &UserApplicationCloudSettingsApi{
+		userAppCloudSettings: services.UserApplicationCloudSettings,
+		users:                services.Users,
+	}
+)
+
+// ApplicationSettingsGetHandler returns application cloud settings of current user
+func (a *UserApplicationCloudSettingsApi) ApplicationSettingsGetHandler(c *core.WebContext) (any, *errs.Error) {
+	uid := c.GetCurrentUid()
+
+	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[user_app_cloud_settings.ApplicationSettingsGetHandler] failed to get latest user application cloud settings for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	if userApplicationCloudSettings == nil {
+		return false, nil
+	}
+
+	applicationCloudSettingSlice := userApplicationCloudSettings.Settings
+
+	if len(applicationCloudSettingSlice) < 1 {
+		return false, nil
+	}
+
+	return applicationCloudSettingSlice, nil
+}
+
+// ApplicationSettingsUpdateHandler updates user application cloud settings by request parameters for current user
+func (a *UserApplicationCloudSettingsApi) ApplicationSettingsUpdateHandler(c *core.WebContext) (any, *errs.Error) {
+	var userAppCloudSettingUpdateReq models.UserApplicationCloudSettingsUpdateRequest
+	err := c.ShouldBindJSON(&userAppCloudSettingUpdateReq)
+
+	if err != nil {
+		log.Warnf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] parse request failed, because %s", err.Error())
+		return false, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		if !errs.IsCustomError(err) {
+			log.Warnf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] 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_SYNC_APPLICATION_SETTINGS) {
+		return false, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, uid)
+
+	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)
+	}
+
+	oldApplicationCloudSettingsMap := make(map[string]models.ApplicationCloudSetting)
+
+	if userApplicationCloudSettings != nil {
+		for _, setting := range userApplicationCloudSettings.Settings {
+			oldApplicationCloudSettingsMap[setting.SettingKey] = setting
+		}
+	}
+
+	// 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 {
+			cloudSetting, exists := oldApplicationCloudSettingsMap[setting.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)
+				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())
+				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)
+	}
+
+	err = a.userAppCloudSettings.UpdateUserApplicationCloudSettings(c, uid, newApplicationCloudSettingSlice)
+
+	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())
+		return false, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	return true, nil
+}
+
+// ApplicationSettingsDisableHandler disabled user application cloud settings by request parameters for current user
+func (a *UserApplicationCloudSettingsApi) ApplicationSettingsDisableHandler(c *core.WebContext) (any, *errs.Error) {
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		if !errs.IsCustomError(err) {
+			log.Warnf(c, "[user_app_cloud_settings.ApplicationSettingsDisableHandler] 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_SYNC_APPLICATION_SETTINGS) {
+		return false, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	err = a.userAppCloudSettings.ClearUserApplicationCloudSettings(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[user_app_cloud_settings.ApplicationSettingsDisableHandler] failed to clear user application cloud settings for user \"uid:%d\", because %s", uid, err.Error())
+		return false, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	return true, nil
+}

pkg/api/users.go

@@ -78,7 +78,9 @@ func (a *UsersApi) UserRegisterHandler(c *core.WebContext) (any, *errs.Error) {
 		Language:             userRegisterReq.Language,
 		DefaultCurrency:      userRegisterReq.DefaultCurrency,
 		FirstDayOfWeek:       userRegisterReq.FirstDayOfWeek,
+		FiscalYearStart:      core.FISCAL_YEAR_START_DEFAULT,
 		TransactionEditScope: models.TRANSACTION_EDIT_SCOPE_ALL,
+		FeatureRestriction:   a.CurrentConfig().DefaultFeatureRestrictions,
 	}
 
 	err = a.users.CreateUser(c, user)
@@ -251,6 +253,7 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 	userUpdateReq.Email = strings.TrimSpace(userUpdateReq.Email)
 	userUpdateReq.Nickname = strings.TrimSpace(userUpdateReq.Nickname)
 
+	modifyProfileBasicInfo := false
 	anythingUpdate := false
 	userNew := &models.User{
 		Uid:  user.Uid,
@@ -258,12 +261,20 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 	}
 
 	if userUpdateReq.Email != "" && userUpdateReq.Email != user.Email {
+		if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_UPDATE_EMAIL) {
+			return nil, errs.ErrNotPermittedToPerformThisAction
+		}
+
 		user.Email = userUpdateReq.Email
 		userNew.Email = userUpdateReq.Email
 		anythingUpdate = true
 	}
 
 	if userUpdateReq.Password != "" {
+		if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_UPDATE_PASSWORD) {
+			return nil, errs.ErrNotPermittedToPerformThisAction
+		}
+
 		if !a.users.IsPasswordEqualsUserPassword(userUpdateReq.OldPassword, user) {
 			return nil, errs.ErrUserPasswordWrong
 		}
@@ -277,6 +288,7 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 	if userUpdateReq.Nickname != "" && userUpdateReq.Nickname != user.Nickname {
 		user.Nickname = userUpdateReq.Nickname
 		userNew.Nickname = userUpdateReq.Nickname
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	}
 
@@ -299,12 +311,14 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 
 		user.DefaultAccountId = userUpdateReq.DefaultAccountId
 		userNew.DefaultAccountId = userUpdateReq.DefaultAccountId
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	}
 
 	if userUpdateReq.TransactionEditScope != nil && *userUpdateReq.TransactionEditScope != user.TransactionEditScope {
 		user.TransactionEditScope = *userUpdateReq.TransactionEditScope
 		userNew.TransactionEditScope = *userUpdateReq.TransactionEditScope
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	} else {
 		userNew.TransactionEditScope = models.TRANSACTION_EDIT_SCOPE_INVALID
@@ -316,26 +330,39 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 		user.Language = userUpdateReq.Language
 		userNew.Language = userUpdateReq.Language
 		modifyUserLanguage = true
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	}
 
 	if userUpdateReq.DefaultCurrency != "" && userUpdateReq.DefaultCurrency != user.DefaultCurrency {
 		user.DefaultCurrency = userUpdateReq.DefaultCurrency
 		userNew.DefaultCurrency = userUpdateReq.DefaultCurrency
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	}
 
 	if userUpdateReq.FirstDayOfWeek != nil && *userUpdateReq.FirstDayOfWeek != user.FirstDayOfWeek {
 		user.FirstDayOfWeek = *userUpdateReq.FirstDayOfWeek
 		userNew.FirstDayOfWeek = *userUpdateReq.FirstDayOfWeek
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	} else {
 		userNew.FirstDayOfWeek = core.WEEKDAY_INVALID
 	}
 
+	if userUpdateReq.FiscalYearStart != nil && *userUpdateReq.FiscalYearStart != user.FiscalYearStart {
+		user.FiscalYearStart = *userUpdateReq.FiscalYearStart
+		userNew.FiscalYearStart = *userUpdateReq.FiscalYearStart
+		modifyProfileBasicInfo = true
+		anythingUpdate = true
+	} else {
+		userNew.FiscalYearStart = core.FISCAL_YEAR_START_INVALID
+	}
+
 	if userUpdateReq.LongDateFormat != nil && *userUpdateReq.LongDateFormat != user.LongDateFormat {
 		user.LongDateFormat = *userUpdateReq.LongDateFormat
 		userNew.LongDateFormat = *userUpdateReq.LongDateFormat
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	} else {
 		userNew.LongDateFormat = core.LONG_DATE_FORMAT_INVALID
@@ -344,6 +371,7 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 	if userUpdateReq.ShortDateFormat != nil && *userUpdateReq.ShortDateFormat != user.ShortDateFormat {
 		user.ShortDateFormat = *userUpdateReq.ShortDateFormat
 		userNew.ShortDateFormat = *userUpdateReq.ShortDateFormat
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	} else {
 		userNew.ShortDateFormat = core.SHORT_DATE_FORMAT_INVALID
@@ -352,6 +380,7 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 	if userUpdateReq.LongTimeFormat != nil && *userUpdateReq.LongTimeFormat != user.LongTimeFormat {
 		user.LongTimeFormat = *userUpdateReq.LongTimeFormat
 		userNew.LongTimeFormat = *userUpdateReq.LongTimeFormat
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	} else {
 		userNew.LongTimeFormat = core.LONG_TIME_FORMAT_INVALID
@@ -360,14 +389,25 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 	if userUpdateReq.ShortTimeFormat != nil && *userUpdateReq.ShortTimeFormat != user.ShortTimeFormat {
 		user.ShortTimeFormat = *userUpdateReq.ShortTimeFormat
 		userNew.ShortTimeFormat = *userUpdateReq.ShortTimeFormat
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	} else {
 		userNew.ShortTimeFormat = core.SHORT_TIME_FORMAT_INVALID
 	}
 
+	if userUpdateReq.FiscalYearFormat != nil && *userUpdateReq.FiscalYearFormat != user.FiscalYearFormat {
+		user.FiscalYearFormat = *userUpdateReq.FiscalYearFormat
+		userNew.FiscalYearFormat = *userUpdateReq.FiscalYearFormat
+		modifyProfileBasicInfo = true
+		anythingUpdate = true
+	} else {
+		userNew.FiscalYearFormat = core.FISCAL_YEAR_FORMAT_INVALID
+	}
+
 	if userUpdateReq.DecimalSeparator != nil && *userUpdateReq.DecimalSeparator != user.DecimalSeparator {
 		user.DecimalSeparator = *userUpdateReq.DecimalSeparator
 		userNew.DecimalSeparator = *userUpdateReq.DecimalSeparator
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	} else {
 		userNew.DecimalSeparator = core.DECIMAL_SEPARATOR_INVALID
@@ -376,6 +416,7 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 	if userUpdateReq.DigitGroupingSymbol != nil && *userUpdateReq.DigitGroupingSymbol != user.DigitGroupingSymbol {
 		user.DigitGroupingSymbol = *userUpdateReq.DigitGroupingSymbol
 		userNew.DigitGroupingSymbol = *userUpdateReq.DigitGroupingSymbol
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	} else {
 		userNew.DigitGroupingSymbol = core.DIGIT_GROUPING_SYMBOL_INVALID
@@ -384,6 +425,7 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 	if userUpdateReq.DigitGrouping != nil && *userUpdateReq.DigitGrouping != user.DigitGrouping {
 		user.DigitGrouping = *userUpdateReq.DigitGrouping
 		userNew.DigitGrouping = *userUpdateReq.DigitGrouping
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	} else {
 		userNew.DigitGrouping = core.DIGIT_GROUPING_TYPE_INVALID
@@ -392,14 +434,25 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 	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
+		modifyProfileBasicInfo = true
+		anythingUpdate = true
+	} else {
+		userNew.CoordinateDisplayType = core.COORDINATE_DISPLAY_TYPE_INVALID
+	}
+
 	if userUpdateReq.ExpenseAmountColor != nil && *userUpdateReq.ExpenseAmountColor != user.ExpenseAmountColor {
 		user.ExpenseAmountColor = *userUpdateReq.ExpenseAmountColor
 		userNew.ExpenseAmountColor = *userUpdateReq.ExpenseAmountColor
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	} else {
 		userNew.ExpenseAmountColor = models.AMOUNT_COLOR_TYPE_INVALID
@@ -408,11 +461,16 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 	if userUpdateReq.IncomeAmountColor != nil && *userUpdateReq.IncomeAmountColor != user.IncomeAmountColor {
 		user.IncomeAmountColor = *userUpdateReq.IncomeAmountColor
 		userNew.IncomeAmountColor = *userUpdateReq.IncomeAmountColor
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	} else {
 		userNew.IncomeAmountColor = models.AMOUNT_COLOR_TYPE_INVALID
 	}
 
+	if modifyProfileBasicInfo && user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_UPDATE_PROFILE_BASIC_INFO) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
 	if modifyUserLanguage || userNew.DecimalSeparator != core.DECIMAL_SEPARATOR_INVALID || userNew.DigitGroupingSymbol != core.DIGIT_GROUPING_SYMBOL_INVALID {
 		decimalSeparator := userNew.DecimalSeparator
 		digitGroupingSymbol := userNew.DigitGroupingSymbol
@@ -525,6 +583,10 @@ func (a *UsersApi) UserUpdateAvatarHandler(c *core.WebContext) (any, *errs.Error
 		return nil, errs.ErrUserNotFound
 	}
 
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_UPDATE_AVATAR) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
 	form, err := c.MultipartForm()
 
 	if err != nil {
@@ -588,6 +650,10 @@ func (a *UsersApi) UserRemoveAvatarHandler(c *core.WebContext) (any, *errs.Error
 		return nil, errs.ErrUserNotFound
 	}
 
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_UPDATE_AVATAR) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
 	if user.CustomAvatarType == "" {
 		return nil, errs.ErrNothingWillBeUpdated
 	}

pkg/cli/user_data.go

@@ -88,6 +88,7 @@ func (l *UserDataCli) AddNewUser(c *core.CliContext, username string, email stri
 		DefaultCurrency:      defaultCurrency,
 		FirstDayOfWeek:       core.WEEKDAY_SUNDAY,
 		TransactionEditScope: models.TRANSACTION_EDIT_SCOPE_ALL,
+		FeatureRestriction:   l.CurrentConfig().DefaultFeatureRestrictions,
 	}
 
 	err := l.users.CreateUser(c, user)
@@ -237,6 +238,57 @@ func (l *UserDataCli) DisableUser(c *core.CliContext, username string) error {
 	return nil
 }
 
+// SetUserFeatureRestrictions sets user feature restrictions according to the specified user name
+func (l *UserDataCli) SetUserFeatureRestrictions(c *core.CliContext, username string, featureRestriction core.UserFeatureRestrictions) error {
+	if username == "" {
+		log.CliErrorf(c, "[user_data.SetUserFeatureRestrictions] user name is empty")
+		return errs.ErrUsernameIsEmpty
+	}
+
+	err := l.users.UpdateUserFeatureRestriction(c, username, featureRestriction)
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.SetUserFeatureRestrictions] failed to set user feature restrictions by user name \"%s\", because %s", username, err.Error())
+		return err
+	}
+
+	return nil
+}
+
+// AddUserFeatureRestrictions adds user feature restrictions according to the specified user name
+func (l *UserDataCli) AddUserFeatureRestrictions(c *core.CliContext, username string, featureRestriction core.UserFeatureRestrictions) error {
+	if username == "" {
+		log.CliErrorf(c, "[user_data.AddUserFeatureRestrictions] user name is empty")
+		return errs.ErrUsernameIsEmpty
+	}
+
+	err := l.users.AddUserFeatureRestriction(c, username, featureRestriction)
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.AddUserFeatureRestrictions] failed to add user feature restrictions by user name \"%s\", because %s", username, err.Error())
+		return err
+	}
+
+	return nil
+}
+
+// RemoveUserFeatureRestrictions removes user feature restrictions according to the specified user name
+func (l *UserDataCli) RemoveUserFeatureRestrictions(c *core.CliContext, username string, featureRestriction core.UserFeatureRestrictions) error {
+	if username == "" {
+		log.CliErrorf(c, "[user_data.RemoveUserFeatureRestrictions] user name is empty")
+		return errs.ErrUsernameIsEmpty
+	}
+
+	err := l.users.RemoveUserFeatureRestriction(c, username, featureRestriction)
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.RemoveUserFeatureRestrictions] failed to remove user feature restrictions by user name \"%s\", because %s", username, err.Error())
+		return err
+	}
+
+	return nil
+}
+
 // ResendVerifyEmail resends an email with account activation link
 func (l *UserDataCli) ResendVerifyEmail(c *core.CliContext, username string) error {
 	if !l.CurrentConfig().EnableUserVerifyEmail {
@@ -342,7 +394,7 @@ func (l *UserDataCli) ListUserTokens(c *core.CliContext, username string) ([]*mo
 		return nil, err
 	}
 
-	tokens, err := l.tokens.GetAllUnexpiredNormalTokensByUid(c, uid)
+	tokens, err := l.tokens.GetAllUnexpiredNormalAndMCPTokensByUid(c, uid)
 
 	if err != nil {
 		log.CliErrorf(c, "[user_data.ListUserTokens] failed to get tokens of user \"%s\", because %s", username, err.Error())
@@ -352,6 +404,47 @@ func (l *UserDataCli) ListUserTokens(c *core.CliContext, username string) ([]*mo
 	return tokens, nil
 }
 
+// CreateNewUserToken returns a new token for the specified user
+func (l *UserDataCli) CreateNewUserToken(c *core.CliContext, username string, tokenType string) (*models.TokenRecord, string, error) {
+	if username == "" {
+		log.CliErrorf(c, "[user_data.CreateNewUserToken] user name is empty")
+		return nil, "", errs.ErrUsernameIsEmpty
+	}
+
+	user, err := l.GetUserByUsername(c, username)
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.CreateNewUserToken] error occurs when getting user by user name")
+		return nil, "", err
+	}
+
+	var token string
+	var tokenRecord *models.TokenRecord
+
+	if tokenType == "mcp" {
+		if !l.CurrentConfig().EnableMCPServer {
+			return nil, "", errs.ErrMCPServerNotEnabled
+		}
+
+		if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_MCP_ACCESS) {
+			return nil, "", errs.ErrNotPermittedToPerformThisAction
+		}
+
+		token, tokenRecord, err = l.tokens.CreateMCPTokenViaCli(c, user)
+	} else if tokenType == "normal" {
+		token, tokenRecord, err = l.tokens.CreateTokenViaCli(c, user)
+	} else {
+		return nil, "", errs.ErrParameterInvalid
+	}
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.CreateNewUserToken] failed to create token for user \"%s\", because %s", username, err.Error())
+		return nil, "", err
+	}
+
+	return tokenRecord, token, nil
+}
+
 // ClearUserTokens clears all tokens of the specified user
 func (l *UserDataCli) ClearUserTokens(c *core.CliContext, username string) error {
 	if username == "" {
@@ -734,7 +827,7 @@ func (l *UserDataCli) ImportTransaction(c *core.CliContext, username string, fil
 		return errs.ErrOperationFailed
 	}
 
-	err = l.transactions.BatchCreateTransactions(c, user.Uid, newTransactions, newTransactionTagIdsMap)
+	err = l.transactions.BatchCreateTransactions(c, user.Uid, newTransactions, newTransactionTagIdsMap, nil)
 
 	if err != nil {
 		log.CliErrorf(c, "[user_data.ImportTransaction] failed to create transaction, because %s", err.Error())
@@ -800,7 +893,7 @@ func (l *UserDataCli) getUserEssentialData(c *core.CliContext, uid int64, userna
 	return accountMap, categoryMap, tagMap, tagIndexes, tagIndexesMap, nil
 }
 
-func (l *UserDataCli) getUserEssentialDataForImport(c *core.CliContext, uid int64, username string) (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, err error) {
+func (l *UserDataCli) getUserEssentialDataForImport(c *core.CliContext, uid int64, username string) (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, err error) {
 	if uid <= 0 {
 		log.CliErrorf(c, "[user_data.getUserEssentialDataForImport] user uid \"%d\" is invalid", uid)
 		return nil, nil, nil, nil, nil, errs.ErrUserIdInvalid
@@ -813,7 +906,7 @@ func (l *UserDataCli) getUserEssentialDataForImport(c *core.CliContext, uid int6
 		return nil, nil, nil, nil, nil, err
 	}
 
-	accountMap = l.accounts.GetAccountNameMapByList(accounts)
+	accountMap = l.accounts.GetVisibleAccountNameMapByList(accounts)
 
 	categories, err := l.categories.GetAllCategoriesByUid(c, uid, 0, -1)
 
@@ -822,7 +915,7 @@ func (l *UserDataCli) getUserEssentialDataForImport(c *core.CliContext, uid int6
 		return nil, nil, nil, nil, nil, err
 	}
 
-	expenseCategoryMap, incomeCategoryMap, transferCategoryMap = l.categories.GetCategoryNameMapByList(categories)
+	expenseCategoryMap, incomeCategoryMap, transferCategoryMap = l.categories.GetVisibleSubCategoryNameMapByList(categories)
 
 	tags, err := l.tags.GetAllTagsByUid(c, uid)
 
@@ -883,7 +976,7 @@ func (l *UserDataCli) checkTransactionCategory(c *core.CliContext, transaction *
 		return errs.ErrTransactionCategoryNotFound
 	}
 
-	if category.ParentCategoryId == models.LevelOneTransactionParentId {
+	if category.ParentCategoryId == models.LevelOneTransactionCategoryParentId {
 		log.CliErrorf(c, "[user_data.checkTransactionCategory] the transaction category \"id:%d\" of transaction \"id:%d\" is not a sub category", transaction.CategoryId, transaction.TransactionId)
 		return errs.ErrOperationFailed
 	}

pkg/converters/alipay/alipay_transaction_data_csv_file_importer.go

@@ -9,6 +9,7 @@ import (
 	"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/datatable"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
@@ -56,17 +57,17 @@ type alipayTransactionDataCsvFileImporter struct {
 }
 
 // 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]*models.TransactionCategory, incomeCategoryMap map[string]*models.TransactionCategory, transferCategoryMap 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, 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) {
 	enc := simplifiedchinese.GB18030
 	reader := transform.NewReader(bytes.NewReader(data), enc.NewDecoder())
 
-	dataTable, err := c.createNewAlipayImportedDataTable(ctx, reader, c.fileHeaderLine, c.dataHeaderStartContent, c.dataBottomEndLineRune)
+	dataTable, err := c.createNewAlipayBasicDataTable(ctx, reader, c.fileHeaderLine, c.dataHeaderStartContent, c.dataBottomEndLineRune)
 
 	if err != nil {
 		return nil, nil, nil, nil, nil, nil, err
 	}
 
-	commonDataTable := datatable.CreateNewImportedCommonDataTable(dataTable)
+	commonDataTable := datatable.CreateNewCommonDataTableFromBasicDataTable(dataTable)
 
 	if !commonDataTable.HasColumn(c.originalColumnNames.timeColumnName) ||
 		!commonDataTable.HasColumn(c.originalColumnNames.amountColumnName) ||
@@ -76,14 +77,14 @@ func (c *alipayTransactionDataCsvFileImporter) ParseImportedData(ctx core.Contex
 		return nil, nil, nil, nil, nil, nil, errs.ErrMissingRequiredFieldInHeaderRow
 	}
 
-	transactionRowParser := createAlipayTransactionDataRowParser(c.originalColumnNames)
-	transactionDataTable := datatable.CreateNewCommonTransactionDataTable(commonDataTable, alipayTransactionSupportedColumns, transactionRowParser)
-	dataTableImporter := datatable.CreateNewSimpleImporter(alipayTransactionTypeNameMapping)
+	transactionRowParser := createAlipayTransactionDataRowParser(c.originalColumnNames, dataTable.HeaderColumnNames())
+	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) createNewAlipayImportedDataTable(ctx core.Context, reader io.Reader, fileHeaderLine string, dataHeaderStartContent string, dataBottomEndLineRune rune) (datatable.ImportedDataTable, error) {
+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
 
@@ -99,7 +100,7 @@ func (c *alipayTransactionDataCsvFileImporter) createNewAlipayImportedDataTable(
 		}
 
 		if err != nil {
-			log.Errorf(ctx, "[alipay_transaction_csv_data_table.createNewAlipayImportedDataTable] cannot parse alipay csv data, because %s", err.Error())
+			log.Errorf(ctx, "[alipay_transaction_data_csv_file_importer.createNewAlipayBasicDataTable] cannot parse alipay csv data, because %s", err.Error())
 			return nil, errs.ErrInvalidCSVFile
 		}
 
@@ -110,7 +111,7 @@ func (c *alipayTransactionDataCsvFileImporter) createNewAlipayImportedDataTable(
 				hasFileHeader = true
 				continue
 			} else {
-				log.Warnf(ctx, "[alipay_transaction_csv_data_table.createNewAlipayImportedDataTable] read unexpected line before read file header, line content is %s", strings.Join(items, ","))
+				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
 			}
 		}
@@ -138,7 +139,7 @@ func (c *alipayTransactionDataCsvFileImporter) createNewAlipayImportedDataTable(
 			}
 
 			if len(allOriginalLines) > 0 && len(items) < len(allOriginalLines[0]) {
-				log.Errorf(ctx, "[alipay_transaction_csv_data_table.createNewAlipayImportedDataTable] 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]))
+				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
 			}
 
@@ -151,11 +152,11 @@ func (c *alipayTransactionDataCsvFileImporter) createNewAlipayImportedDataTable(
 	}
 
 	if len(allOriginalLines) < 2 {
-		log.Errorf(ctx, "[alipay_transaction_csv_data_table.createNewAlipayImportedDataTable] cannot parse import data, because data table row count is less 1")
+		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.CreateNewCustomCsvImportedDataTable(allOriginalLines)
+	dataTable := csvdatatable.CreateNewCustomCsvBasicDataTable(allOriginalLines)
 
 	return dataTable, nil
 }

pkg/converters/alipay/alipay_transaction_data_row_parser.go

@@ -26,11 +26,12 @@ const alipayTransactionDataProductNameRepaymentText = "还款"
 
 // alipayTransactionDataRowParser defines the structure of alipay transaction data row parser
 type alipayTransactionDataRowParser struct {
-	columns alipayTransactionColumnNames
+	columns                    alipayTransactionColumnNames
+	existedOriginalDataColumns map[string]bool
 }
 
 // Parse returns the converted transaction data row
-func (p *alipayTransactionDataRowParser) Parse(ctx core.Context, user *models.User, dataTable *datatable.CommonTransactionDataTable, dataRow datatable.CommonDataRow, rowId string) (rowData map[datatable.TransactionDataTableColumn]string, rowDataValid bool, err error) {
+func (p *alipayTransactionDataRowParser) Parse(ctx core.Context, user *models.User, dataRow datatable.CommonDataTableRow, rowId string) (rowData map[datatable.TransactionDataTableColumn]string, rowDataValid bool, err error) {
 	if dataRow.GetData(p.columns.typeColumnName) != alipayTransactionTypeNameMapping[models.TRANSACTION_TYPE_INCOME] &&
 		dataRow.GetData(p.columns.typeColumnName) != alipayTransactionTypeNameMapping[models.TRANSACTION_TYPE_EXPENSE] &&
 		dataRow.GetData(p.columns.typeColumnName) != alipayTransactionTypeNameMapping[models.TRANSACTION_TYPE_TRANSFER] {
@@ -50,23 +51,23 @@ func (p *alipayTransactionDataRowParser) Parse(ctx core.Context, user *models.Us
 
 	data := make(map[datatable.TransactionDataTableColumn]string, len(alipayTransactionSupportedColumns))
 
-	if dataTable.HasOriginalColumn(p.columns.timeColumnName) {
+	if p.hasOriginalColumn(p.columns.timeColumnName) {
 		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = dataRow.GetData(p.columns.timeColumnName)
 	}
 
-	if dataTable.HasOriginalColumn(p.columns.categoryColumnName) {
+	if p.hasOriginalColumn(p.columns.categoryColumnName) {
 		data[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] = dataRow.GetData(p.columns.categoryColumnName)
 	} else {
 		data[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] = ""
 	}
 
-	if dataTable.HasOriginalColumn(p.columns.amountColumnName) {
+	if p.hasOriginalColumn(p.columns.amountColumnName) {
 		data[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = dataRow.GetData(p.columns.amountColumnName)
 	}
 
-	if dataTable.HasOriginalColumn(p.columns.descriptionColumnName) && dataRow.GetData(p.columns.descriptionColumnName) != "" {
+	if p.hasOriginalColumn(p.columns.descriptionColumnName) && dataRow.GetData(p.columns.descriptionColumnName) != "" {
 		data[datatable.TRANSACTION_DATA_TABLE_DESCRIPTION] = dataRow.GetData(p.columns.descriptionColumnName)
-	} else if dataTable.HasOriginalColumn(p.columns.productNameColumnName) && dataRow.GetData(p.columns.productNameColumnName) != "" {
+	} else if p.hasOriginalColumn(p.columns.productNameColumnName) && dataRow.GetData(p.columns.productNameColumnName) != "" {
 		data[datatable.TRANSACTION_DATA_TABLE_DESCRIPTION] = dataRow.GetData(p.columns.productNameColumnName)
 	} else {
 		data[datatable.TRANSACTION_DATA_TABLE_DESCRIPTION] = ""
@@ -74,13 +75,13 @@ func (p *alipayTransactionDataRowParser) Parse(ctx core.Context, user *models.Us
 
 	relatedAccountName := ""
 
-	if dataTable.HasOriginalColumn(p.columns.relatedAccountColumnName) {
+	if p.hasOriginalColumn(p.columns.relatedAccountColumnName) {
 		relatedAccountName = dataRow.GetData(p.columns.relatedAccountColumnName)
 	}
 
 	statusName := ""
 
-	if dataTable.HasOriginalColumn(p.columns.statusColumnName) {
+	if p.hasOriginalColumn(p.columns.statusColumnName) {
 		statusName = dataRow.GetData(p.columns.statusColumnName)
 	}
 
@@ -92,7 +93,7 @@ func (p *alipayTransactionDataRowParser) Parse(ctx core.Context, user *models.Us
 
 	localeTextItems := locales.GetLocaleTextItems(locale)
 
-	if dataTable.HasOriginalColumn(p.columns.typeColumnName) {
+	if p.hasOriginalColumn(p.columns.typeColumnName) {
 		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = dataRow.GetData(p.columns.typeColumnName)
 
 		if dataRow.GetData(p.columns.typeColumnName) == alipayTransactionTypeNameMapping[models.TRANSACTION_TYPE_INCOME] {
@@ -117,11 +118,11 @@ func (p *alipayTransactionDataRowParser) Parse(ctx core.Context, user *models.Us
 			targetName := ""
 			productName := ""
 
-			if dataTable.HasOriginalColumn(p.columns.targetNameColumnName) {
+			if p.hasOriginalColumn(p.columns.targetNameColumnName) {
 				targetName = dataRow.GetData(p.columns.targetNameColumnName)
 			}
 
-			if dataTable.HasOriginalColumn(p.columns.productNameColumnName) {
+			if p.hasOriginalColumn(p.columns.productNameColumnName) {
 				productName = dataRow.GetData(p.columns.productNameColumnName)
 			}
 
@@ -170,9 +171,21 @@ func (p *alipayTransactionDataRowParser) Parse(ctx core.Context, user *models.Us
 	return data, true, nil
 }
 
+func (p *alipayTransactionDataRowParser) hasOriginalColumn(columnName string) bool {
+	_, exists := p.existedOriginalDataColumns[columnName]
+	return exists
+}
+
 // createAlipayTransactionDataRowParser returns alipay transaction data row parser
-func createAlipayTransactionDataRowParser(originalColumnNames alipayTransactionColumnNames) datatable.CommonTransactionDataRowParser {
+func createAlipayTransactionDataRowParser(originalColumnNames alipayTransactionColumnNames, headerColumnNames []string) datatable.CommonTransactionDataRowParser {
+	existedOriginalDataColumns := make(map[string]bool, len(headerColumnNames))
+
+	for i := 0; i < len(headerColumnNames); i++ {
+		existedOriginalDataColumns[headerColumnNames[i]] = true
+	}
+
 	return &alipayTransactionDataRowParser{
-		columns: originalColumnNames,
+		columns:                    originalColumnNames,
+		existedOriginalDataColumns: existedOriginalDataColumns,
 	}
 }

pkg/converters/beancount/beancount_amount_expression_evaluator.go

@@ -0,0 +1,197 @@
+package beancount
+
+import (
+	"fmt"
+	"strconv"
+	"strings"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+)
+
+var operatorPriority = map[rune]int{
+	'+': 1,
+	'-': 1,
+	'*': 2,
+	'/': 2,
+}
+
+func toPostfixExprTokens(ctx core.Context, expr string) ([]string, error) {
+	finalTokens := make([]string, 0)
+	operatorStack := make([]rune, 0)
+	currentNumberBuilder := strings.Builder{}
+	isLastTokenOperator := true
+
+	expr = strings.ReplaceAll(expr, " ", "")
+
+	for i := 0; i < len(expr); i++ {
+		ch := rune(expr[i])
+
+		// number
+		if '0' <= ch && ch <= '9' || ch == '.' {
+			currentNumberBuilder.WriteRune(ch)
+			continue
+		} else if ch == '-' && i+1 < len(expr) && '0' <= expr[i+1] && expr[i+1] <= '9' && currentNumberBuilder.Len() == 0 && isLastTokenOperator {
+			currentNumberBuilder.WriteRune(ch)
+			continue
+		}
+
+		// operator or parenthesis
+		if currentNumberBuilder.Len() > 0 {
+			finalTokens = append(finalTokens, currentNumberBuilder.String())
+			currentNumberBuilder.Reset()
+			isLastTokenOperator = false
+		}
+
+		switch ch {
+		case '+', '-', '*', '/':
+			if ch == '-' && isLastTokenOperator {
+				currentNumberBuilder.WriteRune(ch)
+				continue
+			}
+
+			for len(operatorStack) > 0 {
+				topOperator := operatorStack[len(operatorStack)-1]
+
+				if topOperator == '(' {
+					break
+				}
+
+				if operatorPriority[topOperator] >= operatorPriority[ch] {
+					finalTokens = append(finalTokens, string(topOperator))
+					operatorStack = operatorStack[:len(operatorStack)-1]
+				} else {
+					break
+				}
+			}
+
+			operatorStack = append(operatorStack, ch)
+			isLastTokenOperator = true
+		case '(':
+			operatorStack = append(operatorStack, ch)
+			isLastTokenOperator = true
+		case ')':
+			hasLeftParenthesis := false
+
+			for len(operatorStack) > 0 {
+				topOperator := operatorStack[len(operatorStack)-1]
+				operatorStack = operatorStack[:len(operatorStack)-1]
+
+				if topOperator == '(' {
+					hasLeftParenthesis = true
+					break
+				}
+
+				finalTokens = append(finalTokens, string(topOperator))
+			}
+
+			if !hasLeftParenthesis {
+				log.Warnf(ctx, "[beancount_amount_expression_evaluator.toPostfixExprTokens] cannot parse expression \"%s\", because missing left parenthesis", expr)
+				return nil, errs.ErrInvalidAmountExpression
+			}
+
+			isLastTokenOperator = false
+		default:
+			log.Warnf(ctx, "[beancount_amount_expression_evaluator.toPostfixExprTokens] cannot parse expression \"%s\", because containing unknown token \"%c\"", expr, ch)
+			return nil, errs.ErrInvalidAmountExpression
+		}
+	}
+
+	if currentNumberBuilder.Len() > 0 {
+		finalTokens = append(finalTokens, currentNumberBuilder.String())
+	}
+
+	for len(operatorStack) > 0 {
+		topOperator := operatorStack[len(operatorStack)-1]
+		operatorStack = operatorStack[:len(operatorStack)-1]
+
+		if topOperator == '(' {
+			log.Warnf(ctx, "[beancount_amount_expression_evaluator.toPostfixExprTokens] cannot parse expression \"%s\", because missing right parenthesis", expr)
+			return nil, errs.ErrInvalidAmountExpression
+		}
+
+		finalTokens = append(finalTokens, string(topOperator))
+	}
+
+	return finalTokens, nil
+}
+
+func evaluatePostfixExpr(ctx core.Context, tokens []string) (float64, error) {
+	stack := make([]float64, 0)
+
+	for i := 0; i < len(tokens); i++ {
+		token := tokens[i]
+
+		switch token {
+		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
+			}
+
+			// pop the top two operands
+			b := stack[len(stack)-1]
+			stack = stack[:len(stack)-1]
+
+			a := stack[len(stack)-1]
+			stack = stack[:len(stack)-1]
+
+			// evaluate the operation
+			var result float64
+			switch token {
+			case "+":
+				result = a + b
+			case "-":
+				result = a - b
+			case "*":
+				result = a * b
+			case "/":
+				if b == 0 {
+					log.Warnf(ctx, "[beancount_amount_expression_evaluator.evaluatePostfixExpr] cannot evaluate expression \"%s\", because division by zero", strings.Join(tokens, " "))
+					return 0, errs.ErrInvalidAmountExpression
+				}
+				result = a / b
+			}
+
+			// push the result back to the stack
+			stack = append(stack, result)
+		default: // operands
+			num, err := strconv.ParseFloat(token, 64)
+
+			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
+			}
+
+			stack = append(stack, num)
+		}
+	}
+
+	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 stack[0], nil
+}
+
+func evaluateBeancountAmountExpression(ctx core.Context, expr string) (string, error) {
+	if expr == "" {
+		return "", nil
+	}
+
+	postfixExprTokens, err := toPostfixExprTokens(ctx, expr)
+
+	if err != nil {
+		return "", err
+	}
+
+	result, err := evaluatePostfixExpr(ctx, postfixExprTokens)
+
+	if err != nil {
+		return "", err
+	}
+
+	return fmt.Sprintf("%.2f", result), nil
+}

pkg/converters/beancount/beancount_amount_expression_evaluator_test.go

@@ -0,0 +1,216 @@
+package beancount
+
+import (
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+)
+
+func TestToPostfixExprTokens_ValidExpression(t *testing.T) {
+	context := core.NewNullContext()
+
+	result, err := toPostfixExprTokens(context, "1+2")
+	assert.Nil(t, err)
+	assert.Equal(t, []string{"1", "2", "+"}, result)
+
+	result, err = toPostfixExprTokens(context, "3-4")
+	assert.Nil(t, err)
+	assert.Equal(t, []string{"3", "4", "-"}, result)
+
+	result, err = toPostfixExprTokens(context, "5*6")
+	assert.Nil(t, err)
+	assert.Equal(t, []string{"5", "6", "*"}, result)
+
+	result, err = toPostfixExprTokens(context, "8/2")
+	assert.Nil(t, err)
+	assert.Equal(t, []string{"8", "2", "/"}, result)
+
+	result, err = toPostfixExprTokens(context, "1+2*3-(4/2)")
+	assert.Nil(t, err)
+	assert.Equal(t, []string{"1", "2", "3", "*", "+", "4", "2", "/", "-"}, result)
+
+	result, err = toPostfixExprTokens(context, "1 + 2 * 3")
+	assert.Nil(t, err)
+	assert.Equal(t, []string{"1", "2", "3", "*", "+"}, result)
+
+	result, err = toPostfixExprTokens(context, "-1+2")
+	assert.Nil(t, err)
+	assert.Equal(t, []string{"-1", "2", "+"}, result)
+
+	result, err = toPostfixExprTokens(context, "1.5+2.3")
+	assert.Nil(t, err)
+	assert.Equal(t, []string{"1.5", "2.3", "+"}, result)
+
+	result, err = toPostfixExprTokens(context, "(1+2)-3")
+	assert.Nil(t, err)
+	assert.Equal(t, []string{"1", "2", "+", "3", "-"}, result)
+
+	result, err = toPostfixExprTokens(context, "2*-3-3/-2")
+	assert.Nil(t, err)
+	assert.Equal(t, []string{"2", "-3", "*", "3", "-2", "/", "-"}, result)
+
+	result, err = toPostfixExprTokens(context, "-1.2-3.4*(-5.6/7.8*(9.0-1.2))")
+	assert.Nil(t, err)
+	assert.Equal(t, []string{"-1.2", "3.4", "-5.6", "7.8", "/", "9.0", "1.2", "-", "*", "*", "-"}, result)
+
+	result, err = toPostfixExprTokens(context, "((((((1+2)*(3+4))))))")
+	assert.Nil(t, err)
+	assert.Equal(t, []string{"1", "2", "+", "3", "4", "+", "*"}, result)
+
+	result, err = toPostfixExprTokens(context, "(((())))")
+	assert.Nil(t, err)
+	assert.Equal(t, []string{}, result)
+
+	result, err = toPostfixExprTokens(context, "+-*/")
+	assert.Nil(t, err)
+	assert.Equal(t, []string{"-", "*", "/", "+"}, result)
+
+	result, err = toPostfixExprTokens(context, "")
+	assert.Nil(t, err)
+	assert.Equal(t, []string{}, result)
+}
+
+func TestToPostfixExprTokens_InvalidExpression(t *testing.T) {
+	context := core.NewNullContext()
+
+	_, err := toPostfixExprTokens(context, "1=2")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = toPostfixExprTokens(context, "(1")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = toPostfixExprTokens(context, "2)")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = toPostfixExprTokens(context, "((((1+2)))")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = toPostfixExprTokens(context, ")(")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+}
+
+func TestEvaluatePostfixExpr_ValidExpression(t *testing.T) {
+	context := core.NewNullContext()
+
+	result, err := evaluatePostfixExpr(context, []string{"1", "2", "+"})
+	assert.Nil(t, err)
+	assert.Equal(t, float64(3), result)
+
+	result, err = evaluatePostfixExpr(context, []string{"5", "3", "-"})
+	assert.Nil(t, err)
+	assert.Equal(t, float64(2), result)
+
+	result, err = evaluatePostfixExpr(context, []string{"4", "3", "*"})
+	assert.Nil(t, err)
+	assert.Equal(t, float64(12), result)
+
+	result, err = evaluatePostfixExpr(context, []string{"6", "2", "/"})
+	assert.Nil(t, err)
+	assert.Equal(t, float64(3), result)
+
+	result, err = evaluatePostfixExpr(context, []string{"1", "2", "3", "*", "+", "4", "2", "/", "-"})
+	assert.Nil(t, err)
+	assert.Equal(t, float64(5), result)
+}
+
+func TestEvaluatePostfixExpr_InvalidExpression(t *testing.T) {
+	context := core.NewNullContext()
+
+	_, err := evaluatePostfixExpr(context, []string{"1", "0", "/"})
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluatePostfixExpr(context, []string{"1", "+"})
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluatePostfixExpr(context, []string{"1", "="})
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluatePostfixExpr(context, []string{"1", "("})
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluatePostfixExpr(context, []string{"1", ")"})
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluatePostfixExpr(context, []string{"1", "2", "+", "3"})
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluatePostfixExpr(context, []string{"abc"})
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+}
+
+func TestEvaluateBeancountAmountExpression_ValidExpression(t *testing.T) {
+	context := core.NewNullContext()
+
+	result, err := evaluateBeancountAmountExpression(context, "")
+	assert.Nil(t, err)
+	assert.Equal(t, "", result)
+
+	result, err = evaluateBeancountAmountExpression(context, "1+2")
+	assert.Nil(t, err)
+	assert.Equal(t, "3.00", result)
+
+	result, err = evaluateBeancountAmountExpression(context, "(1+2)*3")
+	assert.Nil(t, err)
+	assert.Equal(t, "9.00", result)
+
+	result, err = evaluateBeancountAmountExpression(context, "-1+2")
+	assert.Nil(t, err)
+	assert.Equal(t, "1.00", result)
+
+	result, err = evaluateBeancountAmountExpression(context, "1.5+2.5")
+	assert.Nil(t, err)
+	assert.Equal(t, "4.00", result)
+
+	result, err = evaluateBeancountAmountExpression(context, "1+2*3-(4/2)")
+	assert.Nil(t, err)
+	assert.Equal(t, "5.00", result)
+
+	result, err = evaluateBeancountAmountExpression(context, "2*-3-3/-2")
+	assert.Nil(t, err)
+	assert.Equal(t, "-4.50", result)
+
+	result, err = evaluateBeancountAmountExpression(context, "-1.2-3.4*(-5.6/7.8*(9.0-1.2))")
+	assert.Nil(t, err)
+	assert.Equal(t, "17.84", result)
+
+	result, err = evaluateBeancountAmountExpression(context, "(((2+3)))*(((((-5+7)))))")
+	assert.Nil(t, err)
+	assert.Equal(t, "10.00", result)
+}
+
+func TestEvaluateBeancountAmountExpression_InvalidExpression(t *testing.T) {
+	context := core.NewNullContext()
+
+	_, err := evaluateBeancountAmountExpression(context, "1++2")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluateBeancountAmountExpression(context, "1^2")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluateBeancountAmountExpression(context, "+-*/")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluateBeancountAmountExpression(context, "a+b")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluateBeancountAmountExpression(context, "1/0")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluateBeancountAmountExpression(context, "1+(2*3")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluateBeancountAmountExpression(context, "1+2*3)")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluateBeancountAmountExpression(context, "1+((((2*3)))")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluateBeancountAmountExpression(context, "1+2(3)")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluateBeancountAmountExpression(context, "1)*(2")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+}

pkg/converters/beancount/beancount_data.go

@@ -0,0 +1,93 @@
+package beancount
+
+import "strings"
+
+const beancountEquityAccountNameOpeningBalance = "Opening-Balances"
+
+// beancountDirective represents the Beancount directive
+type beancountDirective string
+
+// Beancount directives
+const (
+	beancountDirectiveOpen                  beancountDirective = "open"
+	beancountDirectiveClose                 beancountDirective = "close"
+	beancountDirectiveTransaction           beancountDirective = "txn"
+	beancountDirectiveCompletedTransaction  beancountDirective = "*"
+	beancountDirectiveInCompleteTransaction beancountDirective = "!"
+	beancountDirectivePaddingTransaction    beancountDirective = "P"
+	beancountDirectiveCommodity             beancountDirective = "commodity"
+	beancountDirectivePrice                 beancountDirective = "price"
+	beancountDirectiveNote                  beancountDirective = "note"
+	beancountDirectiveDocument              beancountDirective = "document"
+	beancountDirectiveEvent                 beancountDirective = "event"
+	beancountDirectiveBalance               beancountDirective = "balance"
+	beancountDirectivePad                   beancountDirective = "pad"
+	beancountDirectiveQuery                 beancountDirective = "query"
+	beancountDirectiveCustom                beancountDirective = "custom"
+)
+
+// beancountAccountType represents the Beancount account type
+type beancountAccountType byte
+
+// Beancount account types
+const (
+	beancountUnknownAccountType     beancountAccountType = 0
+	beancountAssetsAccountType      beancountAccountType = 1
+	beancountLiabilitiesAccountType beancountAccountType = 2
+	beancountEquityAccountType      beancountAccountType = 3
+	beancountIncomeAccountType      beancountAccountType = 4
+	beancountExpensesAccountType    beancountAccountType = 5
+)
+
+// beancountData defines the structure of beancount data
+type beancountData struct {
+	Accounts     map[string]*beancountAccount
+	Transactions []*beancountTransactionEntry
+}
+
+// beancountAccount defines the structure of beancount account
+type beancountAccount struct {
+	Name        string
+	AccountType beancountAccountType
+	OpenDate    string
+	CloseDate   string
+}
+
+// beancountTransactionEntry defines the structure of beancount transaction entry
+type beancountTransactionEntry struct {
+	Date      string
+	Directive beancountDirective
+	Payee     string
+	Narration string
+	Postings  []*beancountPosting
+	Tags      []string
+	Links     []string
+	Metadata  map[string]string
+}
+
+// beancountPosting defines the structure of beancount transaction posting
+type beancountPosting struct {
+	Account            string
+	Amount             string
+	OriginalAmount     string
+	Commodity          string
+	TotalCost          string
+	TotalCostCommodity string
+	Price              string
+	PriceCommodity     string
+	Metadata           map[string]string
+}
+
+func (a *beancountAccount) isOpeningBalanceEquityAccount() bool {
+	if a.AccountType != beancountEquityAccountType {
+		return false
+	}
+
+	nameItems := strings.Split(a.Name, string(beancountMetadataKeySuffix))
+
+	if len(nameItems) != 2 {
+		return false
+	}
+
+	return nameItems[1] == beancountEquityAccountNameOpeningBalance
+}

pkg/converters/beancount/beancount_data_reader.go

@@ -0,0 +1,655 @@
+package beancount
+
+import (
+	"bytes"
+	"encoding/csv"
+	"io"
+	"strings"
+
+	"golang.org/x/text/encoding/unicode"
+	"golang.org/x/text/transform"
+
+	"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 beancountDefaultAssetsAccountTypeName = "Assets"
+const beancountDefaultLiabilitiesAccountTypeName = "Liabilities"
+const beancountDefaultEquityAccountTypeName = "Equity"
+const beancountDefaultIncomeAccountTypeName = "Income"
+const beancountDefaultExpenseAccountTypeName = "Expenses"
+
+const beancountOptionAssetsAccountTypeName = "name_assets"
+const beancountOptionLiabilitiesAccountTypeName = "name_liabilities"
+const beancountOptionEquityAccountTypeName = "name_equity"
+const beancountOptionIncomeAccountTypeName = "name_income"
+const beancountOptionExpenseAccountTypeName = "name_expenses"
+
+const beancountCommentPrefix = ';'
+const beancountAccountNameItemsSeparator = ":"
+const beancountMetadataKeySuffix = ':'
+const beancountPricePrefix = '@'
+const beancountLinkPrefix = '^'
+const beancountTagPrefix = '#'
+
+// beancountDataReader defines the structure of Beancount data reader
+type beancountDataReader struct {
+	accountTypeNameMap         map[string]beancountAccountType
+	accountTypeNameReversedMap map[beancountAccountType]string
+	allData                    [][]string
+}
+
+// read returns the imported Beancount data
+// Reference: https://beancount.github.io/docs/beancount_language_syntax.html
+func (r *beancountDataReader) read(ctx core.Context) (*beancountData, error) {
+	if len(r.allData) < 1 {
+		return nil, errs.ErrNotFoundTransactionDataInFile
+	}
+
+	data := &beancountData{
+		Accounts:     make(map[string]*beancountAccount),
+		Transactions: make([]*beancountTransactionEntry, 0),
+	}
+
+	var err error
+	var currentTransactionEntry *beancountTransactionEntry
+	var currentTransactionPosting *beancountPosting
+	var currentTags []string
+
+	for i := 0; i < len(r.allData); i++ {
+		items := r.allData[i]
+
+		if len(items) == 0 || (len(items) == 1 && len(items[0]) == 0) || (len(r.getNotEmptyItemByIndex(items, 0)) > 0 && r.getNotEmptyItemByIndex(items, 0)[0] == beancountCommentPrefix) { // skip empty or comment lines
+			continue
+		}
+
+		if r.getNotEmptyItemsCount(items) < 2 {
+			log.Warnf(ctx, "[beancount_data_reader.read] cannot parse line#%d \"%s\", because not enough items in line", i, strings.Join(items, " "))
+			continue
+		}
+
+		firstItem := items[0]
+
+		if firstItem == "include" { // not support include directive
+			return nil, errs.ErrBeancountFileNotSupportInclude
+		} else if firstItem == "plugin" { // skip plugin directive lines
+			currentTransactionEntry, currentTransactionPosting = r.updateCurrentState(data, currentTransactionEntry, currentTransactionPosting)
+			continue
+		} else if firstItem == "option" {
+			currentTransactionEntry, currentTransactionPosting = r.updateCurrentState(data, currentTransactionEntry, currentTransactionPosting)
+			r.readAndSetOption(ctx, i, items)
+			continue
+		} else if firstItem == "pushtag" {
+			currentTransactionEntry, currentTransactionPosting = r.updateCurrentState(data, currentTransactionEntry, currentTransactionPosting)
+			currentTags = r.readAndSetTags(ctx, i, items, currentTags, true)
+			continue
+		} else if firstItem == "poptag" {
+			currentTransactionEntry, currentTransactionPosting = r.updateCurrentState(data, currentTransactionEntry, currentTransactionPosting)
+			currentTags = r.readAndSetTags(ctx, i, items, currentTags, false)
+			continue
+		}
+
+		if len(firstItem) == 0 { // original line has space prefix, maybe transaction posting or metadata line
+			actualFirstItem := r.getNotEmptyItemByIndex(items, 0)
+
+			if len(actualFirstItem) == 0 { // skip empty lines
+				continue
+			}
+
+			if ('A' <= actualFirstItem[0] && actualFirstItem[0] <= 'Z') || actualFirstItem[0] == '!' { // transaction posting
+				if currentTransactionEntry != nil && currentTransactionPosting != nil {
+					currentTransactionEntry.Postings = append(currentTransactionEntry.Postings, currentTransactionPosting)
+					currentTransactionPosting = nil
+				}
+
+				currentTransactionPosting, err = r.readTransactionPostingLine(ctx, i, items, data, actualFirstItem[0] == '!')
+
+				if err != nil {
+					return nil, err
+				}
+			} else if 'a' <= actualFirstItem[0] && actualFirstItem[0] <= 'z' { // metadata
+				metadata := r.readTransactionMetadataLine(ctx, i, items)
+
+				if metadata == nil {
+					continue
+				}
+
+				metadataKey := metadata[0]
+				metadataValue := metadata[1]
+
+				if currentTransactionPosting != nil {
+					if _, exists := currentTransactionPosting.Metadata[metadataKey]; !exists {
+						currentTransactionPosting.Metadata[metadataKey] = metadataValue
+					}
+				} else if currentTransactionEntry != nil {
+					if _, exists := currentTransactionEntry.Metadata[metadataKey]; !exists {
+						currentTransactionEntry.Metadata[metadataKey] = metadataValue
+					}
+				}
+			} else {
+				log.Warnf(ctx, "[beancount_data_reader.read] cannot parse line#%d \"%s\", because line prefix is invalid", i, strings.Join(items, " "))
+				currentTransactionEntry, currentTransactionPosting = r.updateCurrentState(data, currentTransactionEntry, currentTransactionPosting)
+				continue
+			}
+		} else if _, err := utils.ParseFromLongDateFirstTime(firstItem, 0); err == nil { // original line has date as first item
+			currentTransactionEntry, currentTransactionPosting = r.updateCurrentState(data, currentTransactionEntry, currentTransactionPosting)
+
+			directive := r.getNotEmptyItemByIndex(items, 1)
+
+			if directive == string(beancountDirectiveOpen) ||
+				directive == string(beancountDirectiveClose) {
+				_, err := r.readAccountLine(ctx, i, items, firstItem, beancountDirective(directive), data)
+
+				if err != nil {
+					return nil, err
+				}
+			} else if directive == string(beancountDirectiveTransaction) ||
+				directive == string(beancountDirectiveCompletedTransaction) ||
+				directive == string(beancountDirectiveInCompleteTransaction) ||
+				directive == string(beancountDirectivePaddingTransaction) {
+				currentTransactionEntry = r.readTransactionLine(ctx, i, items, firstItem, beancountDirective(directive), currentTags)
+			} else if directive == string(beancountDirectiveCommodity) ||
+				directive == string(beancountDirectivePrice) ||
+				directive == string(beancountDirectiveNote) ||
+				directive == string(beancountDirectiveDocument) ||
+				directive == string(beancountDirectiveEvent) ||
+				directive == string(beancountDirectiveBalance) ||
+				directive == string(beancountDirectivePad) ||
+				directive == string(beancountDirectiveQuery) ||
+				directive == string(beancountDirectiveCustom) { // skip commodity / price / note / document / event / balance / pad / query / custom lines
+				continue
+			} else {
+				log.Warnf(ctx, "[beancount_data_reader.read] cannot parse line#%d \"%s\", because directive is unknown", i, strings.Join(items, " "))
+				continue
+			}
+		} else { // first item not start with date or space
+			currentTransactionEntry, currentTransactionPosting = r.updateCurrentState(data, currentTransactionEntry, currentTransactionPosting)
+			continue
+		}
+	}
+
+	if currentTransactionEntry != nil {
+		if currentTransactionPosting != nil {
+			currentTransactionEntry.Postings = append(currentTransactionEntry.Postings, currentTransactionPosting)
+			currentTransactionPosting = nil
+		}
+
+		data.Transactions = append(data.Transactions, currentTransactionEntry)
+		currentTransactionEntry = nil
+	}
+
+	return data, nil
+}
+
+func (r *beancountDataReader) updateCurrentState(data *beancountData, currentTransactionEntry *beancountTransactionEntry, currentTransactionPosting *beancountPosting) (*beancountTransactionEntry, *beancountPosting) {
+	if currentTransactionEntry != nil {
+		if currentTransactionPosting != nil {
+			currentTransactionEntry.Postings = append(currentTransactionEntry.Postings, currentTransactionPosting)
+			currentTransactionPosting = nil
+		}
+
+		data.Transactions = append(data.Transactions, currentTransactionEntry)
+		currentTransactionEntry = nil
+		currentTransactionPosting = nil
+	}
+
+	return currentTransactionEntry, currentTransactionPosting
+}
+
+func (r *beancountDataReader) readAndSetOption(ctx core.Context, lineIndex int, items []string) {
+	if r.getNotEmptyItemsCount(items) != 3 {
+		log.Warnf(ctx, "[beancount_data_reader.readAndSetOption] cannot parse account type name option line#%d \"%s\", because items count in line not correct", lineIndex, strings.Join(items, " "))
+		return
+	}
+
+	optionName := r.getNotEmptyItemByIndex(items, 1)
+	optionValue := r.getNotEmptyItemByIndex(items, 2)
+
+	switch optionName {
+	case beancountOptionAssetsAccountTypeName:
+		r.setAccountTypeNameMap(beancountAssetsAccountType, optionValue)
+		break
+	case beancountOptionLiabilitiesAccountTypeName:
+		r.setAccountTypeNameMap(beancountLiabilitiesAccountType, optionValue)
+		break
+	case beancountOptionEquityAccountTypeName:
+		r.setAccountTypeNameMap(beancountEquityAccountType, optionValue)
+		break
+	case beancountOptionIncomeAccountTypeName:
+		r.setAccountTypeNameMap(beancountIncomeAccountType, optionValue)
+		break
+	case beancountOptionExpenseAccountTypeName:
+		r.setAccountTypeNameMap(beancountExpensesAccountType, optionValue)
+		break
+	default:
+		log.Warnf(ctx, "[beancount_data_reader.readAndSetOption] skip option line#%d \"%s\"", lineIndex, strings.Join(items, " "))
+		break
+	}
+}
+
+func (r *beancountDataReader) readAndSetTags(ctx core.Context, lineIndex int, items []string, currentTags []string, pushTag bool) []string {
+	if r.getNotEmptyItemsCount(items) != 2 {
+		log.Warnf(ctx, "[beancount_data_reader.readAndSetTags] cannot parse push/pop tag line#%d \"%s\", because items count in line not correct", lineIndex, strings.Join(items, " "))
+		return currentTags
+	}
+
+	tag := r.getNotEmptyItemByIndex(items, 1)
+
+	if len(tag) < 2 || tag[0] != beancountTagPrefix {
+		log.Warnf(ctx, "[beancount_data_reader.readAndSetTags] cannot parse push/pop tag line#%d \"%s\", because tag is invalid", lineIndex, strings.Join(items, " "))
+		return currentTags
+	}
+
+	tag = tag[1:]
+
+	if pushTag {
+		for i := 0; i < len(currentTags); i++ {
+			if currentTags[i] == tag {
+				return currentTags
+			}
+		}
+
+		return append(currentTags, tag)
+	} else { // pop tag
+		for i := 0; i < len(currentTags); i++ {
+			if currentTags[i] == tag {
+				return append(currentTags[:i], currentTags[i+1:]...)
+			}
+		}
+
+		return currentTags
+	}
+}
+
+func (r *beancountDataReader) setAccountTypeNameMap(accountType beancountAccountType, accountTypeName string) {
+	delete(r.accountTypeNameMap, r.accountTypeNameReversedMap[accountType])
+	r.accountTypeNameMap[accountTypeName] = accountType
+	r.accountTypeNameReversedMap[accountType] = accountTypeName
+}
+
+func (r *beancountDataReader) readAccountLine(ctx core.Context, lineIndex int, items []string, date string, directive beancountDirective, data *beancountData) (*beancountAccount, error) {
+	if r.getNotEmptyItemsCount(items) < 3 {
+		log.Warnf(ctx, "[beancount_data_reader.parseAccount] cannot parse account line#%d \"%s\", because items count in line not correct", lineIndex, strings.Join(items, " "))
+		return nil, nil
+	}
+
+	var err error
+	accountName := r.getNotEmptyItemByIndex(items, 2)
+	account, exists := data.Accounts[accountName]
+
+	if !exists {
+		account, err = r.createAccount(ctx, data, accountName)
+
+		if err != nil {
+			return nil, err
+		}
+	}
+
+	if directive == beancountDirectiveOpen {
+		account.OpenDate = date
+		return account, nil
+	} else if directive == beancountDirectiveClose {
+		account.CloseDate = date
+		return account, nil
+	} else {
+		log.Warnf(ctx, "[beancount_data_reader.parseAccount] cannot parse account line#%d \"%s\", because directive is invalid", lineIndex, strings.Join(items, " "))
+		return nil, nil
+	}
+}
+
+func (r *beancountDataReader) createAccount(ctx core.Context, data *beancountData, accountName string) (*beancountAccount, error) {
+	account := &beancountAccount{
+		Name:        accountName,
+		AccountType: beancountUnknownAccountType,
+	}
+
+	accountNameItems := strings.Split(accountName, beancountAccountNameItemsSeparator)
+
+	if len(accountNameItems) > 1 {
+		accountType, exists := r.accountTypeNameMap[accountNameItems[0]]
+
+		if exists {
+			account.AccountType = accountType
+		} else {
+			log.Warnf(ctx, "[beancount_data_reader.createAccount] cannot parse account \"%s\", because account type \"%s\" is invalid", accountName, accountNameItems[0])
+			return nil, errs.ErrInvalidBeancountFile
+		}
+	}
+
+	data.Accounts[accountName] = account
+	return account, nil
+}
+
+func (r *beancountDataReader) readTransactionLine(ctx core.Context, lineIndex int, items []string, date string, directive beancountDirective, tags []string) *beancountTransactionEntry {
+	transactionEntry := &beancountTransactionEntry{
+		Date:      date,
+		Directive: directive,
+		Tags:      make([]string, 0),
+		Links:     make([]string, 0),
+		Metadata:  make(map[string]string),
+	}
+
+	transactionEntry.Tags = append(transactionEntry.Tags, tags...)
+
+	allTags := make(map[string]bool, len(transactionEntry.Tags))
+
+	for _, tag := range transactionEntry.Tags {
+		allTags[tag] = true
+	}
+
+	// YYYY-MM-DD [txn|Flag] [[Payee] Narration] [#tag] [ˆlink]
+	payeeNarrationFirstIndex := 2
+	payeeNarrationLastIndex := len(items) - 1
+
+	// parse remain items
+	for i := payeeNarrationFirstIndex; i < len(items); i++ {
+		item := items[i]
+
+		if len(item) == 0 {
+			continue
+		}
+
+		if item[0] == beancountCommentPrefix { // ; comment
+			if i-1 < payeeNarrationLastIndex {
+				payeeNarrationLastIndex = i - 1
+			}
+
+			break
+		}
+
+		if item[0] == beancountTagPrefix { // [#tag]
+			tagName := item[1:]
+
+			if _, exists := allTags[tagName]; !exists {
+				transactionEntry.Tags = append(transactionEntry.Tags, tagName)
+				allTags[tagName] = true
+			}
+
+			if i-1 < payeeNarrationLastIndex {
+				payeeNarrationLastIndex = i - 1
+			}
+		} else if item[0] == beancountLinkPrefix { // [ˆlink]
+			transactionEntry.Links = append(transactionEntry.Links, item[1:])
+
+			if i-1 < payeeNarrationLastIndex {
+				payeeNarrationLastIndex = i - 1
+			}
+		}
+	}
+
+	if payeeNarrationLastIndex-payeeNarrationFirstIndex >= 1 {
+		transactionEntry.Payee = items[payeeNarrationFirstIndex]
+		transactionEntry.Narration = items[payeeNarrationFirstIndex+1]
+	} else if payeeNarrationLastIndex-payeeNarrationFirstIndex >= 0 {
+		transactionEntry.Narration = items[payeeNarrationFirstIndex]
+	}
+
+	return transactionEntry
+}
+
+func (r *beancountDataReader) readTransactionPostingLine(ctx core.Context, lineIndex int, items []string, data *beancountData, hasFlag bool) (*beancountPosting, error) {
+	// [Flag] Account Amount [{Cost}] [@ Price]
+	accountNameExpectedIndex := 0
+
+	if hasFlag {
+		accountNameExpectedIndex = 1
+	}
+
+	if r.getNotEmptyItemsCount(items) <= accountNameExpectedIndex {
+		log.Warnf(ctx, "[beancount_data_reader.readTransactionPostingLine] cannot parse transaction posting line#%d \"%s\", because items count in line not correct", lineIndex, strings.Join(items, " "))
+		return nil, nil
+	}
+
+	accountName, accountNameActualIndex := r.getNotEmptyItemAndIndexByIndex(items, accountNameExpectedIndex)
+
+	if accountName == "" || accountNameActualIndex < 0 {
+		log.Warnf(ctx, "[beancount_data_reader.readTransactionPostingLine] cannot parse transaction posting line#%d \"%s\", because missing account name", lineIndex, strings.Join(items, " "))
+		return nil, errs.ErrMissingAccountData
+	}
+
+	transactionPositing := &beancountPosting{
+		Account:  accountName,
+		Metadata: make(map[string]string),
+	}
+
+	amountActualLastIndex := -1
+	transactionPositing.OriginalAmount, amountActualLastIndex = r.getOriginalAmountAndLastIndexFromIndex(items, accountNameActualIndex+1)
+
+	if transactionPositing.OriginalAmount == "" || amountActualLastIndex < 0 {
+		log.Warnf(ctx, "[beancount_data_reader.readTransactionPostingLine] cannot parse transaction posting line#%d \"%s\", because missing amount", lineIndex, strings.Join(items, " "))
+		return nil, errs.ErrAmountInvalid
+	}
+
+	finalAmount, err := evaluateBeancountAmountExpression(ctx, transactionPositing.OriginalAmount)
+
+	if err != nil {
+		log.Warnf(ctx, "[beancount_data_reader.readTransactionPostingLine] cannot evaluate amount expression in line#%d \"%s\", because %s", lineIndex, strings.Join(items, " "), err.Error())
+		return nil, errs.ErrAmountInvalid
+	} else {
+		transactionPositing.Amount = finalAmount
+	}
+
+	commodityActualIndex := -1
+	transactionPositing.Commodity, commodityActualIndex = r.getNotEmptyItemAndIndexFromIndex(items, amountActualLastIndex+1)
+
+	if transactionPositing.Commodity == "" || commodityActualIndex < 0 {
+		log.Warnf(ctx, "[beancount_data_reader.readTransactionPostingLine] cannot parse transaction posting line#%d \"%s\", because missing commodity", lineIndex, strings.Join(items, " "))
+		return nil, errs.ErrInvalidBeancountFile
+	}
+
+	if strings.ToUpper(transactionPositing.Commodity) != transactionPositing.Commodity { // The syntax for a currency is a word all in capital letters
+		log.Warnf(ctx, "[beancount_data_reader.readTransactionPostingLine] cannot parse transaction posting line#%d \"%s\", because commodity name is not capital letters", lineIndex, strings.Join(items, " "))
+		return nil, errs.ErrInvalidBeancountFile
+	}
+
+	// parse remain items
+	if commodityActualIndex > 0 {
+		for i := commodityActualIndex + 1; i < len(items); i++ {
+			item := items[i]
+
+			if len(item) == 0 {
+				continue
+			}
+
+			if item[0] == beancountCommentPrefix { // ; comment
+				break
+			}
+
+			if len(item) == 2 && item[0] == beancountPricePrefix && item[1] == beancountPricePrefix { // [@@ TotalCost]
+				totalCost, totalCostActualIndex := r.getNotEmptyItemAndIndexFromIndex(items, i+1)
+
+				if totalCostActualIndex > 0 {
+					transactionPositing.TotalCost = totalCost
+					i = totalCostActualIndex
+
+					totalCostCommodity, totalCostCommodityActualIndex := r.getNotEmptyItemAndIndexFromIndex(items, totalCostActualIndex+1)
+
+					if totalCostCommodityActualIndex > 0 {
+						transactionPositing.TotalCostCommodity = totalCostCommodity
+						i = totalCostCommodityActualIndex
+					}
+				}
+			} else if len(item) == 1 && item[0] == beancountPricePrefix { // [@ Price]
+				price, priceActualIndex := r.getNotEmptyItemAndIndexFromIndex(items, i+1)
+
+				if priceActualIndex > 0 {
+					transactionPositing.Price = price
+					i = priceActualIndex
+
+					priceCommodity, priceCommodityActualIndex := r.getNotEmptyItemAndIndexFromIndex(items, priceActualIndex+1)
+
+					if priceCommodityActualIndex > 0 {
+						transactionPositing.PriceCommodity = priceCommodity
+						i = priceCommodityActualIndex
+					}
+				}
+			}
+		}
+	}
+
+	if transactionPositing.Account != "" {
+		_, exists := data.Accounts[transactionPositing.Account]
+
+		if !exists {
+			_, err := r.createAccount(ctx, data, transactionPositing.Account)
+
+			if err != nil {
+				return nil, err
+			}
+		}
+	}
+
+	return transactionPositing, nil
+}
+
+func (r *beancountDataReader) readTransactionMetadataLine(ctx core.Context, lineIndex int, items []string) []string {
+	key := r.getNotEmptyItemByIndex(items, 0)
+	value := r.getNotEmptyItemByIndex(items, 1)
+
+	if key == "" || value == "" {
+		log.Warnf(ctx, "[beancount_data_reader.readTransactionMetadataLine] cannot parse metadata line#%d \"%s\", because key or value is empty", lineIndex, strings.Join(items, " "))
+		return nil
+	}
+
+	if len(key) == 0 || key[len(key)-1] != beancountMetadataKeySuffix {
+		log.Warnf(ctx, "[beancount_data_reader.readTransactionMetadataLine] cannot parse metadata line#%d \"%s\", because key is invalid correct", lineIndex, strings.Join(items, " "))
+		return nil
+	}
+
+	key = key[:len(key)-1]
+
+	return []string{key, value}
+}
+
+func (r *beancountDataReader) getNotEmptyItemByIndex(items []string, index int) string {
+	item, _ := r.getNotEmptyItemAndIndexByIndex(items, index)
+	return item
+}
+
+func (r *beancountDataReader) getNotEmptyItemAndIndexByIndex(items []string, index int) (string, int) {
+	count := -1
+
+	for i := 0; i < len(items); i++ {
+		item := items[i]
+
+		if len(item) == 0 {
+			continue
+		}
+
+		count++
+
+		if count == index {
+			return items[i], i
+		}
+	}
+
+	return "", -1
+}
+
+func (r *beancountDataReader) getNotEmptyItemAndIndexFromIndex(items []string, startIndex int) (string, int) {
+	for i := startIndex; i < len(items); i++ {
+		item := items[i]
+
+		if len(item) == 0 {
+			continue
+		}
+
+		return item, i
+	}
+
+	return "", -1
+}
+
+func (r *beancountDataReader) getNotEmptyItemsCount(items []string) int {
+	count := 0
+
+	for i := 0; i < len(items); i++ {
+		if len(items[i]) > 0 {
+			count++
+		}
+	}
+
+	return count
+}
+
+func (r *beancountDataReader) getOriginalAmountAndLastIndexFromIndex(items []string, startIndex int) (string, int) {
+	amountBuilder := strings.Builder{}
+	lastIndex := -1
+
+	for i := startIndex; i < len(items); i++ {
+		item := items[i]
+
+		if len(item) == 0 {
+			continue
+		}
+
+		valid := true
+
+		// The Amount in “Postings” can also be an arithmetic expression using ( ) * / - +
+		for j := 0; j < len(item); j++ {
+			if !(item[j] >= '0' && item[j] <= '9') && item[j] != '.' && item[j] != '(' && item[j] != ')' &&
+				item[j] != '*' && item[j] != '/' && item[j] != '-' && item[j] != '+' {
+				valid = false
+				break
+			}
+		}
+
+		if !valid {
+			break
+		}
+
+		if amountBuilder.Len() > 0 {
+			amountBuilder.WriteRune(' ')
+		}
+
+		amountBuilder.WriteString(item)
+		lastIndex = i
+	}
+
+	return amountBuilder.String(), lastIndex
+}
+
+func createNewBeancountDataReader(ctx core.Context, data []byte) (*beancountDataReader, error) {
+	fallback := unicode.UTF8.NewDecoder()
+	reader := transform.NewReader(bytes.NewReader(data), unicode.BOMOverride(fallback))
+	csvReader := csv.NewReader(reader)
+	csvReader.Comma = ' '
+	csvReader.FieldsPerRecord = -1
+
+	allData := make([][]string, 0)
+
+	for {
+		items, err := csvReader.Read()
+
+		if err == io.EOF {
+			break
+		}
+
+		if err != nil {
+			log.Errorf(ctx, "[beancount_data_reader.createNewBeancountDataReader] cannot parse data, because %s", err.Error())
+			return nil, errs.ErrInvalidBeancountFile
+		}
+
+		allData = append(allData, items)
+	}
+
+	return &beancountDataReader{
+		accountTypeNameMap: map[string]beancountAccountType{
+			beancountDefaultAssetsAccountTypeName:      beancountAssetsAccountType,
+			beancountDefaultLiabilitiesAccountTypeName: beancountLiabilitiesAccountType,
+			beancountDefaultEquityAccountTypeName:      beancountEquityAccountType,
+			beancountDefaultIncomeAccountTypeName:      beancountIncomeAccountType,
+			beancountDefaultExpenseAccountTypeName:     beancountExpensesAccountType,
+		},
+		accountTypeNameReversedMap: map[beancountAccountType]string{
+			beancountAssetsAccountType:      beancountDefaultAssetsAccountTypeName,
+			beancountLiabilitiesAccountType: beancountDefaultLiabilitiesAccountTypeName,
+			beancountEquityAccountType:      beancountDefaultEquityAccountTypeName,
+			beancountIncomeAccountType:      beancountDefaultIncomeAccountTypeName,
+			beancountExpensesAccountType:    beancountDefaultExpenseAccountTypeName,
+		},
+		allData: allData,
+	}, nil
+}

pkg/converters/beancount/beancount_data_reader_test.go

@@ -0,0 +1,520 @@
+package beancount
+
+import (
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+)
+
+func TestBeancountDataReaderRead(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""+
+		"; Test Beancount Data\n"+
+		"option \"name_assets\" \"AssetsAccount\"\n"+
+		"option \"name_liabilities\" \"LiabilitiesAccount\"\n"+
+		"option \"name_equity\" \"EquityAccount\"\n"+
+		"option \"name_income\" \"IncomeAccount\"\n"+
+		"option \"name_expenses\" \"ExpensesAccount\"\n"+
+		"\n"+
+		"2024-01-01 open AssetsAccount:TestAccount\n"+
+		"2024-01-02 open LiabilitiesAccount:TestAccount2\n"+
+		"2024-01-03 open EquityAccount:Opening-Balances\n"+
+		"\n"+
+		"; The following transactions with tag1 and tag2\n"+
+		"pushtag #tag1\n"+
+		"pushtag #tag2\n"+
+		"\n"+
+		"2024-01-05 * \"Payee Name\" \"Foo Bar\" #tag3 #tag4 ^test-link\n"+
+		"  IncomeAccount:TestCategory -123.45 CNY\n"+
+		"  AssetsAccount:TestAccount 123.45 CNY\n"+
+		"; The following transactions with tag2\n"+
+		"poptag #tag1\n"+
+		"2024-01-06 * \"test\n#test2\" #tag5 #tag6 ^test-link2\n"+
+		"  LiabilitiesAccount:TestAccount2 -0.12 USD\n"+
+		"  ExpensesAccount:TestCategory2 0.12 USD\n"+
+		"2024-01-07 close AssetsAccount:TestAccount\n"))
+	assert.Nil(t, err)
+
+	actualData, err := reader.read(context)
+	assert.Nil(t, err)
+
+	assert.Equal(t, 5, len(actualData.Accounts))
+	assert.Equal(t, "AssetsAccount:TestAccount", actualData.Accounts["AssetsAccount:TestAccount"].Name)
+	assert.Equal(t, beancountAssetsAccountType, actualData.Accounts["AssetsAccount:TestAccount"].AccountType)
+	assert.Equal(t, "2024-01-01", actualData.Accounts["AssetsAccount:TestAccount"].OpenDate)
+	assert.Equal(t, "2024-01-07", actualData.Accounts["AssetsAccount:TestAccount"].CloseDate)
+
+	assert.Equal(t, "LiabilitiesAccount:TestAccount2", actualData.Accounts["LiabilitiesAccount:TestAccount2"].Name)
+	assert.Equal(t, beancountLiabilitiesAccountType, actualData.Accounts["LiabilitiesAccount:TestAccount2"].AccountType)
+	assert.Equal(t, "2024-01-02", actualData.Accounts["LiabilitiesAccount:TestAccount2"].OpenDate)
+
+	assert.Equal(t, 2, len(actualData.Transactions))
+
+	assert.Equal(t, "2024-01-05", actualData.Transactions[0].Date)
+	assert.Equal(t, "Payee Name", actualData.Transactions[0].Payee)
+	assert.Equal(t, "Foo Bar", actualData.Transactions[0].Narration)
+	assert.Equal(t, 2, len(actualData.Transactions[0].Postings))
+	assert.Equal(t, "IncomeAccount:TestCategory", actualData.Transactions[0].Postings[0].Account)
+	assert.Equal(t, "-123.45", actualData.Transactions[0].Postings[0].Amount)
+	assert.Equal(t, "CNY", actualData.Transactions[0].Postings[0].Commodity)
+	assert.Equal(t, "AssetsAccount:TestAccount", actualData.Transactions[0].Postings[1].Account)
+	assert.Equal(t, "123.45", actualData.Transactions[0].Postings[1].Amount)
+	assert.Equal(t, "CNY", actualData.Transactions[0].Postings[1].Commodity)
+
+	assert.Equal(t, 4, len(actualData.Transactions[0].Tags))
+	assert.Equal(t, actualData.Transactions[0].Tags[0], "tag1")
+	assert.Equal(t, actualData.Transactions[0].Tags[1], "tag2")
+	assert.Equal(t, actualData.Transactions[0].Tags[2], "tag3")
+	assert.Equal(t, actualData.Transactions[0].Tags[3], "tag4")
+
+	assert.Equal(t, 1, len(actualData.Transactions[0].Links))
+	assert.Equal(t, actualData.Transactions[0].Links[0], "test-link")
+
+	assert.Equal(t, "2024-01-06", actualData.Transactions[1].Date)
+	assert.Equal(t, "", actualData.Transactions[1].Payee)
+	assert.Equal(t, "test\n#test2", actualData.Transactions[1].Narration)
+	assert.Equal(t, 2, len(actualData.Transactions[1].Postings))
+	assert.Equal(t, "LiabilitiesAccount:TestAccount2", actualData.Transactions[1].Postings[0].Account)
+	assert.Equal(t, "-0.12", actualData.Transactions[1].Postings[0].Amount)
+	assert.Equal(t, "USD", actualData.Transactions[1].Postings[0].Commodity)
+	assert.Equal(t, "ExpensesAccount:TestCategory2", actualData.Transactions[1].Postings[1].Account)
+	assert.Equal(t, "0.12", actualData.Transactions[1].Postings[1].Amount)
+	assert.Equal(t, "USD", actualData.Transactions[1].Postings[1].Commodity)
+
+	assert.Equal(t, 3, len(actualData.Transactions[1].Tags))
+	assert.Equal(t, actualData.Transactions[1].Tags[0], "tag2")
+	assert.Equal(t, actualData.Transactions[1].Tags[1], "tag5")
+	assert.Equal(t, actualData.Transactions[1].Tags[2], "tag6")
+
+	assert.Equal(t, 1, len(actualData.Transactions[1].Links))
+	assert.Equal(t, actualData.Transactions[1].Links[0], "test-link2")
+}
+
+func TestBeancountDataReaderRead_EmptyContent(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""))
+	assert.Nil(t, err)
+
+	_, err = reader.read(context)
+	assert.EqualError(t, err, errs.ErrNotFoundTransactionDataInFile.Message)
+}
+
+func TestBeancountDataReaderRead_UnsupportedInclude(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte("include \"other.beancount\""))
+	assert.Nil(t, err)
+
+	_, err = reader.read(context)
+	assert.EqualError(t, err, errs.ErrBeancountFileNotSupportInclude.Message)
+}
+
+func TestBeancountDataReaderRead_SkipUnsupportedDirective(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""+
+		"plugin \"beancount.plugins.plugin_name\"\n"+
+		"unknown directive\n"+
+		"2024-01-01 commodity USD\n"+
+		"2024-01-01 price USD 1.08 CAD\n"+
+		"2024-01-01 note Assets:Test \"some text\"\n"+
+		"2024-01-01 document Assets:Test \"scheme://path\"\n"+
+		"2024-01-01 event \"location\" \"address\"\n"+
+		"2024-01-01 balance Assets:Test 100.00 USD\n"+
+		"2024-01-01 pad Assets:Test Equity:Opening-Balances\n"+
+		"2024-01-01 query \"Name\" \"\nSELECT FIELDS FROM TABLE\"\n"+
+		"2024-01-01 custom \"Type\" \"Value\"\n"+
+		"2024-01-01 unknown directive\n"))
+	assert.Nil(t, err)
+
+	_, err = reader.read(context)
+	assert.Nil(t, err)
+}
+
+func TestBeancountDataReaderReadAndSetOption_AccountTypeName(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""+
+		"option \"name_assets\" \"A\"\n"+
+		"option \"name_liabilities\" \"L\"\n"+
+		"option \"name_equity\" \"E\"\n"+
+		"\n"+
+		"2024-01-01 open A:TestAccount\n"+
+		"2024-01-02 open L:TestAccount2\n"+
+		"2024-01-03 open E:Opening-Balances\n"))
+	assert.Nil(t, err)
+
+	actualData, err := reader.read(context)
+	assert.Nil(t, err)
+
+	assert.Equal(t, 3, len(actualData.Accounts))
+
+	assert.Equal(t, "A:TestAccount", actualData.Accounts["A:TestAccount"].Name)
+	assert.Equal(t, beancountAssetsAccountType, actualData.Accounts["A:TestAccount"].AccountType)
+
+	assert.Equal(t, "L:TestAccount2", actualData.Accounts["L:TestAccount2"].Name)
+	assert.Equal(t, beancountLiabilitiesAccountType, actualData.Accounts["L:TestAccount2"].AccountType)
+
+	assert.Equal(t, "E:Opening-Balances", actualData.Accounts["E:Opening-Balances"].Name)
+	assert.Equal(t, beancountEquityAccountType, actualData.Accounts["E:Opening-Balances"].AccountType)
+	assert.True(t, actualData.Accounts["E:Opening-Balances"].isOpeningBalanceEquityAccount())
+}
+
+func TestBeancountDataReaderReadAndSetOption_InvalidLineOrUnsupportedOption(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""+
+		"option \"test\" \"Test\" \"Test2\"\n"+
+		"option \"test\" \"Test\"\n"+
+		"option \"test\"\n"+
+		"option \n"+
+		"option\n"))
+	assert.Nil(t, err)
+
+	_, err = reader.read(context)
+	assert.Nil(t, err)
+}
+
+func TestBeancountDataReaderReadAndSetTags(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""+
+		"pushtag #tag1\n"+
+		"pushtag #tag2\n"+
+		"pushtag #tag2\n"+
+		"pushtag #tag1\n"+
+		"\n"+
+		"2024-01-01 * #tag3 #tag4\n"+
+		"poptag #tag1\n"+
+		"poptag #tag2\n"+
+		"pushtag\n"+
+		"pushtag    \n"+
+		"pushtag tag\n"+
+		"2024-01-02 * #tag5 #tag6\n"+
+		"poptag #tag1\n"+
+		"poptag #tag2\n"+
+		"poptag\n"+
+		"poptag \n"+
+		"2024-01-03 * #tag5 #tag6\n"+
+		"pushtag #tag3\n"+
+		"pushtag #tag6\n"+
+		"2024-01-04 * #tag5 #tag6\n"+
+		"2024-01-05 * #tag5 #tag6 #tag6 #tag5\n"))
+	assert.Nil(t, err)
+
+	actualData, err := reader.read(context)
+	assert.Nil(t, err)
+
+	assert.Equal(t, 5, len(actualData.Transactions))
+
+	assert.Equal(t, 4, len(actualData.Transactions[0].Tags))
+	assert.Equal(t, actualData.Transactions[0].Tags[0], "tag1")
+	assert.Equal(t, actualData.Transactions[0].Tags[1], "tag2")
+	assert.Equal(t, actualData.Transactions[0].Tags[2], "tag3")
+	assert.Equal(t, actualData.Transactions[0].Tags[3], "tag4")
+
+	assert.Equal(t, 2, len(actualData.Transactions[1].Tags))
+	assert.Equal(t, actualData.Transactions[1].Tags[0], "tag5")
+	assert.Equal(t, actualData.Transactions[1].Tags[1], "tag6")
+
+	assert.Equal(t, 2, len(actualData.Transactions[2].Tags))
+	assert.Equal(t, actualData.Transactions[2].Tags[0], "tag5")
+	assert.Equal(t, actualData.Transactions[2].Tags[1], "tag6")
+
+	assert.Equal(t, 3, len(actualData.Transactions[3].Tags))
+	assert.Equal(t, actualData.Transactions[3].Tags[0], "tag3")
+	assert.Equal(t, actualData.Transactions[3].Tags[1], "tag6")
+	assert.Equal(t, actualData.Transactions[3].Tags[2], "tag5")
+
+	assert.Equal(t, 3, len(actualData.Transactions[4].Tags))
+	assert.Equal(t, actualData.Transactions[4].Tags[0], "tag3")
+	assert.Equal(t, actualData.Transactions[4].Tags[1], "tag6")
+	assert.Equal(t, actualData.Transactions[4].Tags[2], "tag5")
+}
+
+func TestBeancountDataReaderReadAccountLine_InvalidLine(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""+
+		"2024-01-01 open\n"))
+	assert.Nil(t, err)
+
+	actualData, err := reader.read(context)
+	assert.Nil(t, err)
+	assert.Equal(t, 0, len(actualData.Accounts))
+}
+
+func TestBeancountDataReaderReadAccountLine_InvalidAccountType(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""+
+		"2024-01-01 open Test:TestAccount\n"))
+	assert.Nil(t, err)
+
+	_, err = reader.read(context)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+
+	reader, err = createNewBeancountDataReader(context, []byte(""+
+		"option \"name_assets\" \"A\"\n"+
+		"\n"+
+		"2024-01-01 open Assets:TestAccount\n"))
+	assert.Nil(t, err)
+
+	_, err = reader.read(context)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+}
+
+func TestBeancountDataReaderReadTransactionLine(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""+
+		"2024-01-01 *\n"+
+		"2024-01-02 * \"test\ttest2\ntest3\" ; some comment\n"+
+		"2024-01-03 ! \"test\" \"test2\"\n"+
+		"2024-01-04 P \"test\" #tag #tag2 ; some comment\n"+
+		"2024-01-05 txn \"test\" ^scheme://path/to/test/link ; some comment\n"+
+		"2024-01-06 txn ; \"test\" \"test2\" #tag ^link\n"))
+	assert.Nil(t, err)
+
+	actualData, err := reader.read(context)
+	assert.Nil(t, err)
+
+	assert.Equal(t, 6, len(actualData.Transactions))
+
+	assert.Equal(t, "2024-01-01", actualData.Transactions[0].Date)
+	assert.Equal(t, beancountDirectiveCompletedTransaction, actualData.Transactions[0].Directive)
+	assert.Equal(t, "", actualData.Transactions[0].Payee)
+	assert.Equal(t, "", actualData.Transactions[0].Narration)
+
+	assert.Equal(t, "2024-01-02", actualData.Transactions[1].Date)
+	assert.Equal(t, beancountDirectiveCompletedTransaction, actualData.Transactions[1].Directive)
+	assert.Equal(t, "", actualData.Transactions[1].Payee)
+	assert.Equal(t, "test\ttest2\ntest3", actualData.Transactions[1].Narration)
+
+	assert.Equal(t, "2024-01-03", actualData.Transactions[2].Date)
+	assert.Equal(t, beancountDirectiveInCompleteTransaction, actualData.Transactions[2].Directive)
+	assert.Equal(t, "test", actualData.Transactions[2].Payee)
+	assert.Equal(t, "test2", actualData.Transactions[2].Narration)
+
+	assert.Equal(t, "2024-01-04", actualData.Transactions[3].Date)
+	assert.Equal(t, beancountDirectivePaddingTransaction, actualData.Transactions[3].Directive)
+	assert.Equal(t, "", actualData.Transactions[3].Payee)
+	assert.Equal(t, "test", actualData.Transactions[3].Narration)
+
+	assert.Equal(t, 2, len(actualData.Transactions[3].Tags))
+	assert.Equal(t, actualData.Transactions[3].Tags[0], "tag")
+	assert.Equal(t, actualData.Transactions[3].Tags[1], "tag2")
+
+	assert.Equal(t, "2024-01-05", actualData.Transactions[4].Date)
+	assert.Equal(t, beancountDirectiveTransaction, actualData.Transactions[4].Directive)
+	assert.Equal(t, "", actualData.Transactions[4].Payee)
+	assert.Equal(t, "test", actualData.Transactions[4].Narration)
+
+	assert.Equal(t, 1, len(actualData.Transactions[4].Links))
+	assert.Equal(t, actualData.Transactions[4].Links[0], "scheme://path/to/test/link")
+
+	assert.Equal(t, "2024-01-06", actualData.Transactions[5].Date)
+	assert.Equal(t, beancountDirectiveTransaction, actualData.Transactions[5].Directive)
+	assert.Equal(t, "", actualData.Transactions[5].Payee)
+	assert.Equal(t, "", actualData.Transactions[5].Narration)
+}
+
+func TestBeancountDataReaderReadTransactionPostingLine(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""+
+		"2024-01-01 *\n"+
+		"  Income:TestCategory -123.45 CNY ; some comment\n"+
+		"  Assets:TestAccount 123.45   CNY\n"+
+		"2024-01-02 *\n"+
+		"  Liabilities:TestAccount2 -0.23 USD ; some comment\n"+
+		"  Expenses:TestCategory2    0.12 USD @@ 0.84 CNY\n"+
+		"  Expenses:TestCategory3    0.11 USD @ 7.12 CNY\n"+
+		"  ! Expenses:TestCategory4  0.00 USD {0.00 CNY}\n"+
+		"  Expenses:TestCategory5 \n"))
+	assert.Nil(t, err)
+
+	actualData, err := reader.read(context)
+	assert.Nil(t, err)
+
+	assert.Equal(t, 2, len(actualData.Transactions))
+
+	assert.Equal(t, "2024-01-01", actualData.Transactions[0].Date)
+	assert.Equal(t, 2, len(actualData.Transactions[0].Postings))
+	assert.Equal(t, "Income:TestCategory", actualData.Transactions[0].Postings[0].Account)
+	assert.Equal(t, "-123.45", actualData.Transactions[0].Postings[0].Amount)
+	assert.Equal(t, "CNY", actualData.Transactions[0].Postings[0].Commodity)
+
+	assert.Equal(t, "Assets:TestAccount", actualData.Transactions[0].Postings[1].Account)
+	assert.Equal(t, "123.45", actualData.Transactions[0].Postings[1].Amount)
+	assert.Equal(t, "CNY", actualData.Transactions[0].Postings[1].Commodity)
+
+	assert.Equal(t, "2024-01-02", actualData.Transactions[1].Date)
+	assert.Equal(t, 4, len(actualData.Transactions[1].Postings))
+
+	assert.Equal(t, "Liabilities:TestAccount2", actualData.Transactions[1].Postings[0].Account)
+	assert.Equal(t, "-0.23", actualData.Transactions[1].Postings[0].Amount)
+	assert.Equal(t, "USD", actualData.Transactions[1].Postings[0].Commodity)
+	assert.Equal(t, "Expenses:TestCategory2", actualData.Transactions[1].Postings[1].Account)
+
+	assert.Equal(t, "0.12", actualData.Transactions[1].Postings[1].Amount)
+	assert.Equal(t, "USD", actualData.Transactions[1].Postings[1].Commodity)
+	assert.Equal(t, "0.84", actualData.Transactions[1].Postings[1].TotalCost)
+	assert.Equal(t, "CNY", actualData.Transactions[1].Postings[1].TotalCostCommodity)
+	assert.Equal(t, "Expenses:TestCategory3", actualData.Transactions[1].Postings[2].Account)
+
+	assert.Equal(t, "0.11", actualData.Transactions[1].Postings[2].Amount)
+	assert.Equal(t, "USD", actualData.Transactions[1].Postings[2].Commodity)
+	assert.Equal(t, "7.12", actualData.Transactions[1].Postings[2].Price)
+	assert.Equal(t, "CNY", actualData.Transactions[1].Postings[2].PriceCommodity)
+
+	assert.Equal(t, "0.00", actualData.Transactions[1].Postings[3].Amount)
+	assert.Equal(t, "USD", actualData.Transactions[1].Postings[3].Commodity)
+}
+
+func TestBeancountDataReaderReadTransactionPostingLine_AmountExpression(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""+
+		"2024-01-01 *\n"+
+		"  Income:TestCategory (1.2-3.4) * 5.6 / 7.8 CNY\n"+
+		"  Assets:TestAccount 1.2 * 3.4/-5.6 - 7.8 CNY\n"))
+	assert.Nil(t, err)
+
+	actualData, err := reader.read(context)
+	assert.Nil(t, err)
+
+	assert.Equal(t, 1, len(actualData.Transactions))
+
+	assert.Equal(t, "2024-01-01", actualData.Transactions[0].Date)
+	assert.Equal(t, 2, len(actualData.Transactions[0].Postings))
+	assert.Equal(t, "Income:TestCategory", actualData.Transactions[0].Postings[0].Account)
+	assert.Equal(t, "(1.2-3.4) * 5.6 / 7.8", actualData.Transactions[0].Postings[0].OriginalAmount)
+	assert.Equal(t, "-1.58", actualData.Transactions[0].Postings[0].Amount)
+	assert.Equal(t, "CNY", actualData.Transactions[0].Postings[0].Commodity)
+
+	assert.Equal(t, "Assets:TestAccount", actualData.Transactions[0].Postings[1].Account)
+	assert.Equal(t, "1.2 * 3.4/-5.6 - 7.8", actualData.Transactions[0].Postings[1].OriginalAmount)
+	assert.Equal(t, "-8.53", actualData.Transactions[0].Postings[1].Amount)
+	assert.Equal(t, "CNY", actualData.Transactions[0].Postings[1].Commodity)
+}
+
+func TestBeancountDataReaderReadTransactionPostingLine_InvalidAmountExpression(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""+
+		"2024-01-01 *\n"+
+		"  Income:TestCategory (1.2-3.4)*5.6/0 CNY\n"))
+	assert.Nil(t, err)
+
+	_, err = reader.read(context)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+
+	reader, err = createNewBeancountDataReader(context, []byte(""+
+		"2024-01-01 *\n"+
+		"  Assets:TestAccount abc CNY\n"))
+	assert.Nil(t, err)
+
+	_, err = reader.read(context)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+}
+
+func TestBeancountDataReaderReadTransactionPostingLine_InvalidAccountType(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""+
+		"2024-01-01 *\n"+
+		"  Income:TestCategory -123.45 CNY\n"+
+		"  Test:TestAccount 123.45 CNY\n"))
+	assert.Nil(t, err)
+
+	_, err = reader.read(context)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+}
+
+func TestBeancountDataReaderReadTransactionPostingLine_InvalidCommodity(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""+
+		"2024-01-01 *\n"+
+		"  Income:TestCategory -123.45 cny\n"+
+		"  Assets:TestAccount 123.45 cny\n"))
+	assert.Nil(t, err)
+
+	_, err = reader.read(context)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+}
+
+func TestBeancountDataReaderReadTransactionPostingLine_MissingAmount(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""+
+		"2024-01-01 *\n"+
+		"  Assets:TestAccount\n"))
+	assert.Nil(t, err)
+
+	actualData, err := reader.read(context)
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(actualData.Transactions))
+	assert.Equal(t, 0, len(actualData.Transactions[0].Postings))
+
+	reader, err = createNewBeancountDataReader(context, []byte(""+
+		"2024-01-01 *\n"+
+		"  Assets:TestAccount \n"))
+	assert.Nil(t, err)
+
+	actualData, err = reader.read(context)
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(actualData.Transactions))
+	assert.Equal(t, 0, len(actualData.Transactions[0].Postings))
+}
+
+func TestBeancountDataReaderReadTransactionPostingLine_MissingCommodity(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""+
+		"2024-01-01 *\n"+
+		"  Assets:TestAccount 123.45\n"))
+	assert.Nil(t, err)
+
+	_, err = reader.read(context)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+
+	reader, err = createNewBeancountDataReader(context, []byte(""+
+		"2024-01-01 *\n"+
+		"  Assets:TestAccount 123.45 \n"))
+	assert.Nil(t, err)
+
+	_, err = reader.read(context)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+}
+
+func TestBeancountDataReaderReadTransactionMetadataLine(t *testing.T) {
+	context := core.NewNullContext()
+	reader, err := createNewBeancountDataReader(context, []byte(""+
+		"2024-01-01 *\n"+
+		"  key: value\n"+
+		"  key2: \"value 2\"\n"+
+		"  key3: \n"+
+		"  key4: \"\"\n"+
+		"  key5 : \"\"\n"+
+		"  key2: \"new value\"\n"+
+		"  Income:TestCategory -123.45 CNY\n"+
+		"  Assets:TestAccount 123.45 CNY\n"+
+		"2024-01-02 *\n"+
+		"  Liabilities:TestAccount2 -0.23 USD\n"+
+		"    key6: value6\n"+
+		"    key7: \"value 7\"\n"+
+		"    key8: \n"+
+		"    key9: \"\"\n"+
+		"    key0 : \"\"\n"+
+		"    key6: \"new value\"\n"+
+		"  Expenses:TestCategory2 0.12 USD\n"))
+	assert.Nil(t, err)
+
+	actualData, err := reader.read(context)
+	assert.Nil(t, err)
+
+	assert.Equal(t, 2, len(actualData.Transactions))
+
+	assert.Equal(t, "2024-01-01", actualData.Transactions[0].Date)
+	assert.Equal(t, 2, len(actualData.Transactions[0].Postings))
+	assert.Equal(t, 2, len(actualData.Transactions[0].Metadata))
+	assert.Equal(t, "value", actualData.Transactions[0].Metadata["key"])
+	assert.Equal(t, "value 2", actualData.Transactions[0].Metadata["key2"])
+
+	assert.Equal(t, "2024-01-02", actualData.Transactions[1].Date)
+	assert.Equal(t, 2, len(actualData.Transactions[1].Postings))
+	assert.Equal(t, 2, len(actualData.Transactions[1].Postings[0].Metadata))
+	assert.Equal(t, "value6", actualData.Transactions[1].Postings[0].Metadata["key6"])
+	assert.Equal(t, "value 7", actualData.Transactions[1].Postings[0].Metadata["key7"])
+	assert.Equal(t, 0, len(actualData.Transactions[1].Postings[1].Metadata))
+}

pkg/converters/beancount/beancount_data_test.go

@@ -0,0 +1,41 @@
+package beancount
+
+import (
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+)
+
+func TestBeancountAccount_IsOpeningBalanceEquityAccount_True(t *testing.T) {
+	account := beancountAccount{
+		AccountType: beancountEquityAccountType,
+		Name:        "Equity:Opening-Balances",
+	}
+	assert.True(t, account.isOpeningBalanceEquityAccount())
+
+	account = beancountAccount{
+		AccountType: beancountEquityAccountType,
+		Name:        "E:Opening-Balances",
+	}
+	assert.True(t, account.isOpeningBalanceEquityAccount())
+}
+
+func TestBeancountAccount_IsOpeningBalanceEquityAccount_False(t *testing.T) {
+	account := beancountAccount{
+		AccountType: beancountAssetsAccountType,
+		Name:        "Equity:Opening-Balances",
+	}
+	assert.False(t, account.isOpeningBalanceEquityAccount())
+
+	account = beancountAccount{
+		AccountType: beancountEquityAccountType,
+		Name:        "Opening-Balances",
+	}
+	assert.False(t, account.isOpeningBalanceEquityAccount())
+
+	account = beancountAccount{
+		AccountType: beancountEquityAccountType,
+		Name:        "Equity:Other",
+	}
+	assert.False(t, account.isOpeningBalanceEquityAccount())
+}

pkg/converters/beancount/beancount_transaction_data_file_importer.go

@@ -0,0 +1,49 @@
+package beancount
+
+import (
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+var beancountTransactionTypeNameMapping = map[models.TransactionType]string{
+	models.TRANSACTION_TYPE_MODIFY_BALANCE: utils.IntToString(int(models.TRANSACTION_TYPE_MODIFY_BALANCE)),
+	models.TRANSACTION_TYPE_INCOME:         utils.IntToString(int(models.TRANSACTION_TYPE_INCOME)),
+	models.TRANSACTION_TYPE_EXPENSE:        utils.IntToString(int(models.TRANSACTION_TYPE_EXPENSE)),
+	models.TRANSACTION_TYPE_TRANSFER:       utils.IntToString(int(models.TRANSACTION_TYPE_TRANSFER)),
+}
+
+// beancountTransactionDataImporter defines the structure of Beancount importer for transaction data
+type beancountTransactionDataImporter struct {
+}
+
+// Initialize a beancount transaction data importer singleton instance
+var (
+	BeancountTransactionDataImporter = &beancountTransactionDataImporter{}
+)
+
+// 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) {
+	beancountDataReader, err := createNewBeancountDataReader(ctx, data)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	beancountData, err := beancountDataReader.read(ctx)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	transactionDataTable, err := createNewBeancountTransactionDataTable(beancountData)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	dataTableImporter := converter.CreateNewImporterWithTypeNameMapping(beancountTransactionTypeNameMapping, "", "", BEANCOUNT_TRANSACTION_TAG_SEPARATOR)
+
+	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezoneOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+}

pkg/converters/beancount/beancount_transaction_data_file_importer_test.go

@@ -0,0 +1,358 @@
+package beancount
+
+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"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+func TestBeancountTransactionDataFileParseImportedData_MinimumValidData(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := converter.ParseImportedData(context, user, []byte(
+		"2024-09-01 *\n"+
+			"  Equity:Opening-Balances -123.45 CNY\n"+
+			"  Assets:TestAccount 123.45 CNY\n"+
+			"2024-09-02 *\n"+
+			"  Income:TestCategory -0.12 CNY\n"+
+			"  Assets:TestAccount 0.12 CNY\n"+
+			"2024-09-03 *\n"+
+			"  Assets:TestAccount -1.00 CNY\n"+
+			"  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)
+
+	assert.Nil(t, err)
+
+	assert.Equal(t, 4, len(allNewTransactions))
+	assert.Equal(t, 2, len(allNewAccounts))
+	assert.Equal(t, 1, len(allNewSubExpenseCategories))
+	assert.Equal(t, 1, len(allNewSubIncomeCategories))
+	assert.Equal(t, 1, len(allNewSubTransferCategories))
+	assert.Equal(t, 0, len(allNewTags))
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[0].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_MODIFY_BALANCE, allNewTransactions[0].Type)
+	assert.Equal(t, int64(1725148800), utils.GetUnixTimeFromTransactionTime(allNewTransactions[0].TransactionTime))
+	assert.Equal(t, int64(12345), allNewTransactions[0].Amount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[0].OriginalSourceAccountName)
+	assert.Equal(t, "", allNewTransactions[0].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[1].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_INCOME, allNewTransactions[1].Type)
+	assert.Equal(t, int64(1725235200), utils.GetUnixTimeFromTransactionTime(allNewTransactions[1].TransactionTime))
+	assert.Equal(t, int64(12), allNewTransactions[1].Amount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[1].OriginalSourceAccountName)
+	assert.Equal(t, "Income:TestCategory", allNewTransactions[1].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[2].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_EXPENSE, allNewTransactions[2].Type)
+	assert.Equal(t, int64(1725321600), utils.GetUnixTimeFromTransactionTime(allNewTransactions[2].TransactionTime))
+	assert.Equal(t, int64(100), allNewTransactions[2].Amount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[2].OriginalSourceAccountName)
+	assert.Equal(t, "Expenses:TestCategory2", allNewTransactions[2].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[3].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[3].Type)
+	assert.Equal(t, int64(1725408000), utils.GetUnixTimeFromTransactionTime(allNewTransactions[3].TransactionTime))
+	assert.Equal(t, int64(5), allNewTransactions[3].Amount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[3].OriginalSourceAccountName)
+	assert.Equal(t, "Assets:TestAccount2", allNewTransactions[3].OriginalDestinationAccountName)
+	assert.Equal(t, "", allNewTransactions[3].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[0].Uid)
+	assert.Equal(t, "Assets:TestAccount", allNewAccounts[0].Name)
+	assert.Equal(t, "CNY", allNewAccounts[0].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[1].Uid)
+	assert.Equal(t, "Assets:TestAccount2", allNewAccounts[1].Name)
+	assert.Equal(t, "CNY", allNewAccounts[1].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewSubExpenseCategories[0].Uid)
+	assert.Equal(t, "Expenses:TestCategory2", allNewSubExpenseCategories[0].Name)
+
+	assert.Equal(t, int64(1234567890), allNewSubIncomeCategories[0].Uid)
+	assert.Equal(t, "Income:TestCategory", allNewSubIncomeCategories[0].Name)
+
+	assert.Equal(t, int64(1234567890), allNewSubTransferCategories[0].Uid)
+	assert.Equal(t, "", allNewSubTransferCategories[0].Name)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_MinimumValidData2(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := converter.ParseImportedData(context, user, []byte(
+		"2024-09-01 *\n"+
+			"  Assets:TestAccount 123.45 CNY\n"+
+			"  Equity:Opening-Balances -123.45 CNY\n"+
+			"2024-09-02 *\n"+
+			"  Assets:TestAccount 0.12 CNY\n"+
+			"  Income:TestCategory -0.12 CNY\n"+
+			"2024-09-03 *\n"+
+			"  Expenses:TestCategory2 1.00 CNY\n"+
+			"  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)
+
+	assert.Nil(t, err)
+
+	assert.Equal(t, 4, len(allNewTransactions))
+	assert.Equal(t, 2, len(allNewAccounts))
+	assert.Equal(t, 1, len(allNewSubExpenseCategories))
+	assert.Equal(t, 1, len(allNewSubIncomeCategories))
+	assert.Equal(t, 1, len(allNewSubTransferCategories))
+	assert.Equal(t, 0, len(allNewTags))
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[0].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_MODIFY_BALANCE, allNewTransactions[0].Type)
+	assert.Equal(t, int64(1725148800), utils.GetUnixTimeFromTransactionTime(allNewTransactions[0].TransactionTime))
+	assert.Equal(t, int64(12345), allNewTransactions[0].Amount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[0].OriginalSourceAccountName)
+	assert.Equal(t, "", allNewTransactions[0].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[1].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_INCOME, allNewTransactions[1].Type)
+	assert.Equal(t, int64(1725235200), utils.GetUnixTimeFromTransactionTime(allNewTransactions[1].TransactionTime))
+	assert.Equal(t, int64(12), allNewTransactions[1].Amount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[1].OriginalSourceAccountName)
+	assert.Equal(t, "Income:TestCategory", allNewTransactions[1].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[2].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_EXPENSE, allNewTransactions[2].Type)
+	assert.Equal(t, int64(1725321600), utils.GetUnixTimeFromTransactionTime(allNewTransactions[2].TransactionTime))
+	assert.Equal(t, int64(100), allNewTransactions[2].Amount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[2].OriginalSourceAccountName)
+	assert.Equal(t, "Expenses:TestCategory2", allNewTransactions[2].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[3].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[3].Type)
+	assert.Equal(t, int64(1725408000), utils.GetUnixTimeFromTransactionTime(allNewTransactions[3].TransactionTime))
+	assert.Equal(t, int64(5), allNewTransactions[3].Amount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[3].OriginalSourceAccountName)
+	assert.Equal(t, "Assets:TestAccount2", allNewTransactions[3].OriginalDestinationAccountName)
+	assert.Equal(t, "", allNewTransactions[3].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[0].Uid)
+	assert.Equal(t, "Assets:TestAccount", allNewAccounts[0].Name)
+	assert.Equal(t, "CNY", allNewAccounts[0].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[1].Uid)
+	assert.Equal(t, "Assets:TestAccount2", allNewAccounts[1].Name)
+	assert.Equal(t, "CNY", allNewAccounts[1].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewSubExpenseCategories[0].Uid)
+	assert.Equal(t, "Expenses:TestCategory2", allNewSubExpenseCategories[0].Name)
+
+	assert.Equal(t, int64(1234567890), allNewSubIncomeCategories[0].Uid)
+	assert.Equal(t, "Income:TestCategory", allNewSubIncomeCategories[0].Name)
+
+	assert.Equal(t, int64(1234567890), allNewSubTransferCategories[0].Uid)
+	assert.Equal(t, "", allNewSubTransferCategories[0].Name)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_ParseInvalidTime(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.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)
+	assert.EqualError(t, err, errs.ErrNotFoundTransactionDataInFile.Message)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_ParseValidCurrency(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, allNewAccounts, _, _, _, _, err := converter.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)
+
+	assert.Nil(t, err)
+
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, 2, len(allNewAccounts))
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[0].Uid)
+	assert.Equal(t, int64(12), allNewTransactions[0].Amount)
+	assert.Equal(t, int64(84), allNewTransactions[0].RelatedAccountAmount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[0].OriginalSourceAccountName)
+	assert.Equal(t, "USD", allNewTransactions[0].OriginalSourceAccountCurrency)
+	assert.Equal(t, "Assets:TestAccount2", allNewTransactions[0].OriginalDestinationAccountName)
+	assert.Equal(t, "CNY", allNewTransactions[0].OriginalDestinationAccountCurrency)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[0].Uid)
+	assert.Equal(t, "Assets:TestAccount", allNewAccounts[0].Name)
+	assert.Equal(t, "USD", allNewAccounts[0].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[1].Uid)
+	assert.Equal(t, "Assets:TestAccount2", allNewAccounts[1].Name)
+	assert.Equal(t, "CNY", allNewAccounts[1].Currency)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_ParseInvalidAmount(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.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)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+
+	_, _, _, _, _, _, err = converter.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)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_ParseDescription(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, _, _, _, _, _, err := converter.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)
+
+	assert.Nil(t, err)
+
+	assert.Equal(t, 2, len(allNewTransactions))
+
+	assert.Equal(t, "foo    bar\t#test\n", allNewTransactions[0].Comment)
+	assert.Equal(t, "Hello\nWorld", allNewTransactions[1].Comment)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_InvalidTransaction(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.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)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+
+	_, _, _, _, _, _, err = converter.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)
+	assert.EqualError(t, err, errs.ErrThereAreNotSupportedTransactionType.Message)
+
+	_, _, _, _, _, _, err = converter.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)
+	assert.EqualError(t, err, errs.ErrThereAreNotSupportedTransactionType.Message)
+
+	_, _, _, _, _, _, err = converter.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)
+	assert.EqualError(t, err, errs.ErrThereAreNotSupportedTransactionType.Message)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_NotSupportedToParseSplitTransaction(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.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)
+	assert.EqualError(t, err, errs.ErrNotSupportedSplitTransactions.Message)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_MissingTransactionRequiredData(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	// Missing Transaction Time
+	_, _, _, _, _, _, err := converter.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)
+	assert.EqualError(t, err, errs.ErrNotFoundTransactionDataInFile.Message)
+
+	// Missing Account Name
+	_, _, _, _, _, _, err = converter.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)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+
+	// Missing Amount
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		"2024-09-01 * \"narration\"\n"+
+			"  Equity:Opening-Balances\n"+
+			"  Assets:TestAccount\n"), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+
+	// Missing Commodity
+	_, _, _, _, _, _, err = converter.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)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+}

pkg/converters/beancount/beancount_transaction_data_table.go

@@ -0,0 +1,248 @@
+package beancount
+
+import (
+	"strings"
+
+	"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 beancountTransactionSupportedColumns = map[datatable.TransactionDataTableColumn]bool{
+	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME:         true,
+	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE:         true,
+	datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY:             true,
+	datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME:             true,
+	datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY:         true,
+	datatable.TRANSACTION_DATA_TABLE_AMOUNT:                   true,
+	datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME:     true,
+	datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY: true,
+	datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT:           true,
+	datatable.TRANSACTION_DATA_TABLE_DESCRIPTION:              true,
+}
+
+var BEANCOUNT_TRANSACTION_TAG_SEPARATOR = "#"
+
+// beancountTransactionDataTable defines the structure of Beancount transaction data table
+type beancountTransactionDataTable struct {
+	allData    []*beancountTransactionEntry
+	accountMap map[string]*beancountAccount
+}
+
+// beancountTransactionDataRow defines the structure of Beancount transaction data row
+type beancountTransactionDataRow struct {
+	dataTable  *beancountTransactionDataTable
+	data       *beancountTransactionEntry
+	finalItems map[datatable.TransactionDataTableColumn]string
+}
+
+// beancountTransactionDataRowIterator defines the structure of Beancount transaction data row iterator
+type beancountTransactionDataRowIterator struct {
+	dataTable    *beancountTransactionDataTable
+	currentIndex int
+}
+
+// HasColumn returns whether the transaction data table has specified column
+func (t *beancountTransactionDataTable) HasColumn(column datatable.TransactionDataTableColumn) bool {
+	_, exists := beancountTransactionSupportedColumns[column]
+	return exists
+}
+
+// TransactionRowCount returns the total count of transaction data row
+func (t *beancountTransactionDataTable) TransactionRowCount() int {
+	return len(t.allData)
+}
+
+// TransactionRowIterator returns the iterator of transaction data row
+func (t *beancountTransactionDataTable) TransactionRowIterator() datatable.TransactionDataRowIterator {
+	return &beancountTransactionDataRowIterator{
+		dataTable:    t,
+		currentIndex: -1,
+	}
+}
+
+// IsValid returns whether this row is valid data for importing
+func (r *beancountTransactionDataRow) IsValid() bool {
+	return true
+}
+
+// GetData returns the data in the specified column type
+func (r *beancountTransactionDataRow) GetData(column datatable.TransactionDataTableColumn) string {
+	_, exists := beancountTransactionSupportedColumns[column]
+
+	if exists {
+		return r.finalItems[column]
+	}
+
+	return ""
+}
+
+// HasNext returns whether the iterator does not reach the end
+func (t *beancountTransactionDataRowIterator) HasNext() bool {
+	return t.currentIndex+1 < len(t.dataTable.allData)
+}
+
+// Next returns the next transaction data row
+func (t *beancountTransactionDataRowIterator) Next(ctx core.Context, user *models.User) (daraRow datatable.TransactionDataRow, err error) {
+	if t.currentIndex+1 >= len(t.dataTable.allData) {
+		return nil, nil
+	}
+
+	t.currentIndex++
+
+	data := t.dataTable.allData[t.currentIndex]
+	rowItems, err := t.parseTransaction(ctx, user, data)
+
+	if err != nil {
+		return nil, err
+	}
+
+	return &beancountTransactionDataRow{
+		dataTable:  t.dataTable,
+		data:       data,
+		finalItems: rowItems,
+	}, nil
+}
+
+func (t *beancountTransactionDataRowIterator) parseTransaction(ctx core.Context, user *models.User, beancountEntry *beancountTransactionEntry) (map[datatable.TransactionDataTableColumn]string, error) {
+	data := make(map[datatable.TransactionDataTableColumn]string, len(beancountTransactionSupportedColumns))
+
+	if beancountEntry.Date == "" {
+		return nil, errs.ErrMissingTransactionTime
+	}
+
+	// Beancount supports the international ISO 8601 standard format for dates, with dashes or the same ordering with slashes
+	data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = strings.ReplaceAll(beancountEntry.Date, "/", "-") + " 00:00:00"
+
+	if len(beancountEntry.Postings) == 2 {
+		splitData1 := beancountEntry.Postings[0]
+		splitData2 := beancountEntry.Postings[1]
+
+		account1 := t.dataTable.accountMap[splitData1.Account]
+		account2 := t.dataTable.accountMap[splitData2.Account]
+
+		if account1 == nil || account2 == nil {
+			return nil, errs.ErrMissingAccountData
+		}
+
+		amount1, err := utils.ParseAmount(splitData1.Amount)
+
+		if err != nil {
+			log.Errorf(ctx, "[beancount_transaction_data_table.parseTransaction] cannot parse amount \"%s\", because %s", splitData1.Amount, err.Error())
+			return nil, errs.ErrAmountInvalid
+		}
+
+		amount2, err := utils.ParseAmount(splitData2.Amount)
+
+		if err != nil {
+			log.Errorf(ctx, "[beancount_transaction_data_table.parseTransaction] cannot parse amount \"%s\", because %s", splitData2.Amount, err.Error())
+			return nil, errs.ErrAmountInvalid
+		}
+
+		if ((account1.AccountType == beancountEquityAccountType || account1.AccountType == beancountIncomeAccountType) && (account2.AccountType == beancountAssetsAccountType || account2.AccountType == beancountLiabilitiesAccountType)) ||
+			((account2.AccountType == beancountEquityAccountType || account2.AccountType == beancountIncomeAccountType) && (account1.AccountType == beancountAssetsAccountType || account1.AccountType == beancountLiabilitiesAccountType)) { // income
+			fromAccount := account1
+			toAccount := account2
+			toCurrency := splitData2.Commodity
+			toAmount := amount2
+
+			if (account2.AccountType == beancountEquityAccountType || account2.AccountType == beancountIncomeAccountType) && (account1.AccountType == beancountAssetsAccountType || account1.AccountType == beancountLiabilitiesAccountType) {
+				fromAccount = account2
+				toAccount = account1
+				toCurrency = splitData1.Commodity
+				toAmount = amount1
+			}
+
+			if fromAccount.isOpeningBalanceEquityAccount() {
+				data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = utils.IntToString(int(models.TRANSACTION_TYPE_MODIFY_BALANCE))
+			} else {
+				data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = utils.IntToString(int(models.TRANSACTION_TYPE_INCOME))
+			}
+
+			data[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] = fromAccount.Name
+			data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = toAccount.Name
+			data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY] = toCurrency
+			data[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(toAmount)
+		} else if account1.AccountType == beancountExpensesAccountType && (account2.AccountType == beancountAssetsAccountType || account2.AccountType == beancountLiabilitiesAccountType) ||
+			(account2.AccountType == beancountExpensesAccountType && (account1.AccountType == beancountAssetsAccountType || account1.AccountType == beancountLiabilitiesAccountType)) { // expense
+			fromAccount := account1
+			fromCurrency := splitData1.Commodity
+			fromAmount := amount1
+			toAccount := account2
+
+			if account1.AccountType == beancountExpensesAccountType && (account2.AccountType == beancountAssetsAccountType || account2.AccountType == beancountLiabilitiesAccountType) {
+				fromAccount = account2
+				fromCurrency = splitData2.Commodity
+				fromAmount = amount2
+				toAccount = account1
+			}
+
+			data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = utils.IntToString(int(models.TRANSACTION_TYPE_EXPENSE))
+			data[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] = toAccount.Name
+			data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = fromAccount.Name
+			data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY] = fromCurrency
+			data[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(-fromAmount)
+		} else if (account1.AccountType == beancountAssetsAccountType || account1.AccountType == beancountLiabilitiesAccountType) &&
+			(account2.AccountType == beancountAssetsAccountType || account2.AccountType == beancountLiabilitiesAccountType) {
+			var fromAccount, toAccount *beancountAccount
+			var fromAmount, toAmount int64
+			var fromCurrency, toCurrency string
+
+			if amount1 < 0 {
+				fromAccount = account1
+				fromCurrency = splitData1.Commodity
+				fromAmount = -amount1
+				toAccount = account2
+				toCurrency = splitData2.Commodity
+				toAmount = amount2
+			} else if amount2 < 0 {
+				fromAccount = account2
+				fromCurrency = splitData2.Commodity
+				fromAmount = -amount2
+				toAccount = account1
+				toCurrency = splitData1.Commodity
+				toAmount = amount1
+			} else {
+				log.Errorf(ctx, "[beancount_transaction_data_table.parseTransaction] cannot parse transfer transaction, because unexcepted account amounts \"%d\" and \"%d\"", amount1, amount2)
+				return nil, errs.ErrInvalidBeancountFile
+			}
+
+			data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = utils.IntToString(int(models.TRANSACTION_TYPE_TRANSFER))
+			data[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] = ""
+			data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = fromAccount.Name
+			data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY] = fromCurrency
+			data[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(fromAmount)
+			data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = toAccount.Name
+			data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY] = toCurrency
+			data[datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT] = utils.FormatAmount(toAmount)
+		} else {
+			log.Errorf(ctx, "[beancount_transaction_data_table.parseTransaction] cannot parse transaction, because unexcepted account types \"%d\" and \"%d\"", account1.AccountType, account2.AccountType)
+			return nil, errs.ErrThereAreNotSupportedTransactionType
+		}
+	} else if len(beancountEntry.Postings) <= 1 {
+		log.Errorf(ctx, "[beancount_transaction_data_table.parseTransaction] cannot parse transaction, because postings count is %d", len(beancountEntry.Postings))
+		return nil, errs.ErrInvalidBeancountFile
+	} else {
+		log.Errorf(ctx, "[beancount_transaction_data_table.parseTransaction] cannot parse split transaction, because postings count is %d", len(beancountEntry.Postings))
+		return nil, errs.ErrNotSupportedSplitTransactions
+	}
+
+	data[datatable.TRANSACTION_DATA_TABLE_TAGS] = strings.Join(beancountEntry.Tags, BEANCOUNT_TRANSACTION_TAG_SEPARATOR)
+	data[datatable.TRANSACTION_DATA_TABLE_DESCRIPTION] = beancountEntry.Narration
+
+	return data, nil
+}
+
+func createNewBeancountTransactionDataTable(beancountData *beancountData) (*beancountTransactionDataTable, error) {
+	if beancountData == nil {
+		return nil, errs.ErrNotFoundTransactionDataInFile
+	}
+
+	return &beancountTransactionDataTable{
+		allData:    beancountData.Transactions,
+		accountMap: beancountData.Accounts,
+	}, nil
+}

pkg/converters/camt/camt_data.go

@@ -0,0 +1,67 @@
+package camt
+
+import "encoding/xml"
+
+type camtCreditDebitIndicator string
+
+const (
+	CAMT_INDICATOR_CREDIT camtCreditDebitIndicator = "CRDT"
+	CAMT_INDICATOR_DEBIT  camtCreditDebitIndicator = "DBIT"
+)
+
+type camt053File struct {
+	XMLName                 xml.Name                     `xml:"Document"`
+	BankToCustomerStatement *camtBankToCustomerStatement `xml:"BkToCstmrStmt"`
+}
+
+type camtBankToCustomerStatement struct {
+	Statements []*camtStatement `xml:"Stmt"`
+}
+
+type camtStatement struct {
+	Account *camtAccount `xml:"Acct"`
+	Entries []*camtEntry `xml:"Ntry"`
+}
+
+type camtAccount struct {
+	IBAN                string `xml:"Id>IBAN"`
+	OtherIdentification string `xml:"Id>Othr>Id"`
+	Currency            string `xml:"Ccy"`
+}
+
+type camtEntry struct {
+	Amount                     *camtAmount              `xml:"Amt"`
+	CreditDebitIndicator       camtCreditDebitIndicator `xml:"CdtDbtInd"`
+	BookingDate                *camtDate                `xml:"BookgDt"`
+	EntryDetails               *camtEntryDetails        `xml:"NtryDtls"`
+	AdditionalEntryInformation string                   `xml:"AddtlNtryInf"`
+}
+
+type camtAmount struct {
+	Value    string `xml:",chardata"`
+	Currency string `xml:"Ccy,attr"`
+}
+
+type camtDate struct {
+	Date     string `xml:"Dt"`
+	DateTime string `xml:"DtTm"`
+}
+
+type camtEntryDetails struct {
+	TransactionDetails []*camtTransactionDetails `xml:"TxDtls"`
+}
+
+type camtTransactionDetails struct {
+	AmountDetails                    *camtAmountDetails         `xml:"AmtDtls"`
+	RemittanceInformation            *camtRemittanceInformation `xml:"RmtInf"`
+	AdditionalTransactionInformation string                     `xml:"AddtlTxInf"`
+}
+
+type camtAmountDetails struct {
+	InstructedAmount  *camtAmount `xml:"InstdAmt>Amt"`
+	TransactionAmount *camtAmount `xml:"TxAmt>Amt"`
+}
+
+type camtRemittanceInformation struct {
+	Unstructured []string `xml:"Ustrd"`
+}

pkg/converters/camt/camt_data_reader.go

@@ -0,0 +1,43 @@
+package camt
+
+import (
+	"bytes"
+	"encoding/xml"
+
+	"golang.org/x/net/html/charset"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+)
+
+// camt053FileReader defines the structure of camt.053 file reader
+type camt053FileReader struct {
+	xmlDecoder *xml.Decoder
+}
+
+// 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) {
+	file := &camt053File{}
+
+	err := r.xmlDecoder.Decode(&file)
+
+	if err != nil {
+		return nil, err
+	}
+
+	return file, nil
+}
+
+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))
+		xmlDecoder.CharsetReader = charset.NewReaderLabel
+
+		return &camt053FileReader{
+			xmlDecoder: xmlDecoder,
+		}, nil
+	}
+
+	return nil, errs.ErrInvalidXmlFile
+}

pkg/converters/camt/camt_statement_transaction_data_table.go

@@ -0,0 +1,314 @@
+package camt
+
+import (
+	"fmt"
+	"strings"
+
+	"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 camtTransactionSupportedColumns = map[datatable.TransactionDataTableColumn]bool{
+	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME:     true,
+	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE: true,
+	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE:     true,
+	datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY:         true,
+	datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME:         true,
+	datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY:     true,
+	datatable.TRANSACTION_DATA_TABLE_AMOUNT:               true,
+	datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME: true,
+	datatable.TRANSACTION_DATA_TABLE_DESCRIPTION:          true,
+}
+
+// camtStatementTransactionDataTable defines the structure of camt statement transaction data table
+type camtStatementTransactionDataTable struct {
+	allStatements []*camtStatement
+}
+
+// camtStatementTransactionDataRow defines the structure of camt statement transaction data row
+type camtStatementTransactionDataRow struct {
+	dataTable          *camtStatementTransactionDataTable
+	account            *camtAccount
+	entry              *camtEntry
+	transactionDetails *camtTransactionDetails
+	finalItems         map[datatable.TransactionDataTableColumn]string
+}
+
+// camtStatementTransactionDataRowIterator defines the structure of camt statement transaction data row iterator
+type camtStatementTransactionDataRowIterator struct {
+	dataTable                      *camtStatementTransactionDataTable
+	currentStatementIndex          int
+	currentEntryIndex              int
+	currentTransactionDetailsIndex int
+}
+
+// HasColumn returns whether the transaction data table has specified column
+func (t *camtStatementTransactionDataTable) HasColumn(column datatable.TransactionDataTableColumn) bool {
+	_, exists := camtTransactionSupportedColumns[column]
+	return exists
+}
+
+// TransactionRowCount returns the total count of transaction data row
+func (t *camtStatementTransactionDataTable) TransactionRowCount() int {
+	totalDataRowCount := 0
+
+	for i := 0; i < len(t.allStatements); i++ {
+		statement := t.allStatements[i]
+
+		for j := 0; j < len(statement.Entries); j++ {
+			entry := statement.Entries[j]
+
+			if entry.EntryDetails != nil {
+				totalDataRowCount += len(entry.EntryDetails.TransactionDetails)
+			} else {
+				totalDataRowCount++
+			}
+		}
+	}
+
+	return totalDataRowCount
+}
+
+// TransactionRowIterator returns the iterator of transaction data row
+func (t *camtStatementTransactionDataTable) TransactionRowIterator() datatable.TransactionDataRowIterator {
+	return &camtStatementTransactionDataRowIterator{
+		dataTable:                      t,
+		currentStatementIndex:          0,
+		currentEntryIndex:              0,
+		currentTransactionDetailsIndex: -1,
+	}
+}
+
+// IsValid returns whether this row is valid data for importing
+func (r *camtStatementTransactionDataRow) IsValid() bool {
+	return true
+}
+
+// GetData returns the data in the specified column type
+func (r *camtStatementTransactionDataRow) GetData(column datatable.TransactionDataTableColumn) string {
+	_, exists := camtTransactionSupportedColumns[column]
+
+	if exists {
+		return r.finalItems[column]
+	}
+
+	return ""
+}
+
+// HasNext returns whether the iterator does not reach the end
+func (t *camtStatementTransactionDataRowIterator) HasNext() bool {
+	allStatements := t.dataTable.allStatements
+
+	if t.currentStatementIndex >= len(allStatements) {
+		return false
+	}
+
+	currentStatement := allStatements[t.currentStatementIndex]
+
+	if t.currentEntryIndex+1 < len(currentStatement.Entries) {
+		return true
+	} else if t.currentEntryIndex < len(currentStatement.Entries) {
+		currencyEntry := currentStatement.Entries[t.currentEntryIndex]
+
+		if currencyEntry.EntryDetails != nil {
+			if t.currentTransactionDetailsIndex+1 < len(currencyEntry.EntryDetails.TransactionDetails) {
+				return true
+			}
+		} else {
+			if t.currentTransactionDetailsIndex < 0 {
+				return true
+			}
+		}
+	}
+
+	for i := t.currentStatementIndex + 1; i < len(allStatements); i++ {
+		statement := allStatements[i]
+
+		if len(statement.Entries) < 1 {
+			continue
+		}
+
+		return true
+	}
+
+	return false
+}
+
+// Next returns the next transaction data row
+func (t *camtStatementTransactionDataRowIterator) Next(ctx core.Context, user *models.User) (daraRow datatable.TransactionDataRow, err error) {
+	allStatements := t.dataTable.allStatements
+
+	for i := t.currentStatementIndex; i < len(allStatements); i++ {
+		foundNextRow := false
+		statement := allStatements[i]
+
+		for j := t.currentEntryIndex; j < len(statement.Entries); j++ {
+			if statement.Entries[j].EntryDetails != nil {
+				if t.currentTransactionDetailsIndex+1 < len(statement.Entries[j].EntryDetails.TransactionDetails) {
+					t.currentTransactionDetailsIndex++
+					foundNextRow = true
+					break
+				}
+			} else {
+				if t.currentTransactionDetailsIndex < 0 {
+					t.currentTransactionDetailsIndex++
+					foundNextRow = true
+					break
+				}
+			}
+
+			t.currentEntryIndex++
+			t.currentTransactionDetailsIndex = -1
+		}
+
+		if foundNextRow {
+			break
+		}
+
+		t.currentStatementIndex++
+		t.currentEntryIndex = 0
+		t.currentTransactionDetailsIndex = -1
+	}
+
+	if t.currentStatementIndex >= len(allStatements) {
+		return nil, nil
+	}
+
+	currentStatement := allStatements[t.currentStatementIndex]
+
+	if t.currentEntryIndex >= len(currentStatement.Entries) {
+		return nil, nil
+	}
+
+	account := currentStatement.Account
+	entry := currentStatement.Entries[t.currentEntryIndex]
+	var transactionDetails *camtTransactionDetails
+
+	if entry.EntryDetails != nil {
+		if t.currentTransactionDetailsIndex >= len(entry.EntryDetails.TransactionDetails) {
+			return nil, nil
+		} else {
+			transactionDetails = entry.EntryDetails.TransactionDetails[t.currentTransactionDetailsIndex]
+		}
+	} else {
+		if t.currentTransactionDetailsIndex >= 1 {
+			return nil, nil
+		}
+	}
+
+	rowItems, err := t.parseTransaction(ctx, user, account, entry, transactionDetails)
+
+	if err != nil {
+		log.Errorf(ctx, "[camt_statement_transaction_data_table.Next] cannot parsing transaction in entry#%d-transaction_detail#%d (statement#%d), because %s", t.currentEntryIndex, t.currentTransactionDetailsIndex, t.currentStatementIndex, err.Error())
+		return nil, err
+	}
+
+	return &camtStatementTransactionDataRow{
+		dataTable:          t.dataTable,
+		account:            account,
+		entry:              entry,
+		transactionDetails: transactionDetails,
+		finalItems:         rowItems,
+	}, nil
+}
+
+func (t *camtStatementTransactionDataRowIterator) parseTransaction(ctx core.Context, user *models.User, account *camtAccount, entry *camtEntry, transactionDetails *camtTransactionDetails) (map[datatable.TransactionDataTableColumn]string, error) {
+	data := make(map[datatable.TransactionDataTableColumn]string, len(camtTransactionSupportedColumns))
+
+	if account == nil {
+		return nil, errs.ErrMissingAccountData
+	}
+
+	if entry.BookingDate != nil && entry.BookingDate.DateTime != "" {
+		dateTime, err := utils.ParseFromLongDateTimeWithTimezoneRFC3339Format(entry.BookingDate.DateTime)
+
+		if err != nil {
+			return nil, errs.ErrTransactionTimeInvalid
+		}
+
+		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = utils.FormatUnixTimeToLongDateTime(dateTime.Unix(), dateTime.Location())
+		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] = utils.FormatTimezoneOffset(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
+	} else {
+		return nil, errs.ErrMissingTransactionTime
+	}
+
+	if account.IBAN != "" {
+		data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = account.IBAN
+	} else if account.OtherIdentification != "" {
+		data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = account.OtherIdentification
+	}
+
+	if transactionDetails != nil && transactionDetails.AmountDetails != nil && transactionDetails.AmountDetails.TransactionAmount != nil && transactionDetails.AmountDetails.TransactionAmount.Currency != "" {
+		data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY] = transactionDetails.AmountDetails.TransactionAmount.Currency
+	} else if entry.Amount != nil && entry.Amount.Currency != "" {
+		data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY] = entry.Amount.Currency
+	} else if account.Currency != "" {
+		data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY] = account.Currency
+	} else {
+		return nil, errs.ErrAccountCurrencyInvalid
+	}
+
+	amountValue := ""
+
+	if entry.EntryDetails != nil && len(entry.EntryDetails.TransactionDetails) > 1 && transactionDetails != nil { // when there are multiple transaction details in one entry, only use the amount in the transaction details
+		if transactionDetails.AmountDetails != nil && transactionDetails.AmountDetails.InstructedAmount != nil && transactionDetails.AmountDetails.InstructedAmount.Value != "" {
+			amountValue = transactionDetails.AmountDetails.InstructedAmount.Value
+		} else if transactionDetails.AmountDetails != nil && transactionDetails.AmountDetails.TransactionAmount != nil && transactionDetails.AmountDetails.TransactionAmount.Value != "" {
+			amountValue = transactionDetails.AmountDetails.TransactionAmount.Value
+		} else {
+			return nil, errs.ErrAmountInvalid
+		}
+	} else if entry.Amount != nil && entry.Amount.Value != "" {
+		amountValue = entry.Amount.Value
+	}
+
+	if amountValue == "" {
+		return nil, errs.ErrAmountInvalid
+	}
+
+	amount, err := utils.ParseAmount(amountValue)
+
+	if err != nil {
+		log.Errorf(ctx, "[camt_statement_transaction_data_table.parseTransaction] cannot parsing transaction amount \"%s\", because %s", amountValue, err.Error())
+		return nil, errs.ErrAmountInvalid
+	}
+
+	data[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(amount)
+
+	if entry.CreditDebitIndicator == CAMT_INDICATOR_CREDIT {
+		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = utils.IntToString(int(models.TRANSACTION_TYPE_INCOME))
+	} else if entry.CreditDebitIndicator == CAMT_INDICATOR_DEBIT {
+		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = utils.IntToString(int(models.TRANSACTION_TYPE_EXPENSE))
+	} else {
+		return nil, errs.ErrTransactionTypeInvalid
+	}
+
+	if transactionDetails != nil && transactionDetails.AdditionalTransactionInformation != "" {
+		data[datatable.TRANSACTION_DATA_TABLE_DESCRIPTION] = transactionDetails.AdditionalTransactionInformation
+	} else if transactionDetails != nil && transactionDetails.RemittanceInformation != nil && len(transactionDetails.RemittanceInformation.Unstructured) > 0 {
+		data[datatable.TRANSACTION_DATA_TABLE_DESCRIPTION] = strings.Join(transactionDetails.RemittanceInformation.Unstructured, "\n")
+	} else if entry.AdditionalEntryInformation != "" {
+		data[datatable.TRANSACTION_DATA_TABLE_DESCRIPTION] = entry.AdditionalEntryInformation
+	} else {
+		data[datatable.TRANSACTION_DATA_TABLE_DESCRIPTION] = ""
+	}
+
+	return data, nil
+}
+
+func createNewCamtStatementTransactionDataTable(file *camt053File) (*camtStatementTransactionDataTable, error) {
+	if file == nil || file.BankToCustomerStatement == nil || len(file.BankToCustomerStatement.Statements) == 0 {
+		return nil, errs.ErrNotFoundTransactionDataInFile
+	}
+
+	return &camtStatementTransactionDataTable{
+		allStatements: file.BankToCustomerStatement.Statements,
+	}, nil
+}

pkg/converters/camt/camt_transaction_data_file_importer.go

@@ -0,0 +1,48 @@
+package camt
+
+import (
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+var camtTransactionTypeNameMapping = map[models.TransactionType]string{
+	models.TRANSACTION_TYPE_INCOME:   utils.IntToString(int(models.TRANSACTION_TYPE_INCOME)),
+	models.TRANSACTION_TYPE_EXPENSE:  utils.IntToString(int(models.TRANSACTION_TYPE_EXPENSE)),
+	models.TRANSACTION_TYPE_TRANSFER: utils.IntToString(int(models.TRANSACTION_TYPE_TRANSFER)),
+}
+
+// camt053TransactionDataImporter defines the structure of camt.053 file importer for transaction data
+type camt053TransactionDataImporter struct {
+}
+
+// Initialize a camt.053 transaction data importer singleton instance
+var (
+	Camt053TransactionDataImporter = &camt053TransactionDataImporter{}
+)
+
+// 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) {
+	camt053DataReader, err := createNewCamt053FileReader(data)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	camt053Data, err := camt053DataReader.read(ctx)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	transactionDataTable, err := createNewCamtStatementTransactionDataTable(camt053Data)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	dataTableImporter := converter.CreateNewSimpleImporterWithTypeNameMapping(camtTransactionTypeNameMapping)
+
+	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezoneOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+}

pkg/converters/camt/camt_transaction_data_file_importer_test.go

@@ -0,0 +1,765 @@
+package camt
+
+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"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+func TestCamt053TransactionDataFileParseImportedData_MinimumValidData(t *testing.T) {
+	converter := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := converter.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>
+				<Stmt>
+					<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>
+				</Stmt>
+				<Stmt>
+					<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>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, 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_ParseValidTransactionTime(t *testing.T) {
+	converter := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, _, _, _, _, _, err := converter.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>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<Dt>2024-09-01</Dt>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-02T03:04:05Z</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 3, len(allNewTransactions))
+
+	assert.Equal(t, int64(1725148800), utils.GetUnixTimeFromTransactionTime(allNewTransactions[0].TransactionTime))
+	assert.Equal(t, int64(1725165296), utils.GetUnixTimeFromTransactionTime(allNewTransactions[1].TransactionTime))
+	assert.Equal(t, int64(1725246245), utils.GetUnixTimeFromTransactionTime(allNewTransactions[2].TransactionTime))
+}
+
+func TestCamt053TransactionDataFileParseImportedData_ParseInvalidTransactionTime(t *testing.T) {
+	converter := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.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>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrTransactionTimeInvalid.Message)
+
+	_, _, _, _, _, _, err = converter.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>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024T1</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrTransactionTimeInvalid.Message)
+
+	_, _, _, _, _, _, err = converter.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>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01 12:34:56</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrTransactionTimeInvalid.Message)
+
+	_, _, _, _, _, _, err = converter.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>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<Dt>2024/09/01</Dt>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrTransactionTimeInvalid.Message)
+}
+
+func TestCamt053TransactionDataFileParseImportedData_ParseTransactionValidAmountAndCurrency(t *testing.T) {
+	converter := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, _, _, _, _, _, err := converter.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>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="USD">123.45</Amt>
+						<NtryDtls>
+							<TxDtls>
+								<AmtDtls>
+									<TxAmt>
+										<Amt Ccy="USD">100.23</Amt>
+									</TxAmt>
+								</AmtDtls>
+							</TxDtls>
+							<TxDtls>
+								<AmtDtls>
+									<TxAmt>
+										<Amt Ccy="USD">23.22</Amt>
+									</TxAmt>
+								</AmtDtls>
+							</TxDtls>
+						</NtryDtls>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 2, len(allNewTransactions))
+	assert.Equal(t, "USD", allNewTransactions[0].OriginalSourceAccountCurrency)
+	assert.Equal(t, int64(2322), allNewTransactions[0].Amount)
+	assert.Equal(t, "USD", allNewTransactions[1].OriginalSourceAccountCurrency)
+	assert.Equal(t, int64(10023), allNewTransactions[1].Amount)
+
+	allNewTransactions, _, _, _, _, _, err = converter.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>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="USD">123.45</Amt>
+						<NtryDtls>
+							<TxDtls>
+								<AmtDtls>
+									<InstdAmt>
+										<Amt Ccy="USD">99.99</Amt>
+									</InstdAmt>
+									<TxAmt>
+										<Amt Ccy="USD">100.23</Amt>
+									</TxAmt>
+								</AmtDtls>
+							</TxDtls>
+							<TxDtls>
+								<AmtDtls>
+									<InstdAmt>
+										<Amt Ccy="USD">23.46</Amt>
+									</InstdAmt>
+									<TxAmt>
+										<Amt Ccy="USD">23.22</Amt>
+									</TxAmt>
+								</AmtDtls>
+							</TxDtls>
+						</NtryDtls>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 2, len(allNewTransactions))
+	assert.Equal(t, "USD", allNewTransactions[0].OriginalSourceAccountCurrency)
+	assert.Equal(t, int64(2346), allNewTransactions[0].Amount)
+	assert.Equal(t, "USD", allNewTransactions[1].OriginalSourceAccountCurrency)
+	assert.Equal(t, int64(9999), allNewTransactions[1].Amount)
+
+	allNewTransactions, _, _, _, _, _, err = converter.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>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="USD">123.45</Amt>
+						<NtryDtls>
+							<TxDtls>
+								<AmtDtls>
+									<TxAmt>
+										<Amt Ccy="USD">123.45</Amt>
+									</TxAmt>
+								</AmtDtls>
+							</TxDtls>
+						</NtryDtls>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, 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(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt>123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, "CNY", allNewTransactions[0].OriginalSourceAccountCurrency)
+	assert.Equal(t, int64(12345), allNewTransactions[0].Amount)
+}
+
+func TestCamt053TransactionDataFileParseImportedData_ParseTransactionInvalidAmountAndCurrency(t *testing.T) {
+	converter := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.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>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt>123 45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+
+	_, _, _, _, _, _, err = converter.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>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="USD">123.45</Amt>
+						<NtryDtls>
+							<TxDtls>
+								<AmtDtls>
+								</AmtDtls>
+							</TxDtls>
+							<TxDtls>
+							</TxDtls>
+						</NtryDtls>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+
+	_, _, _, _, _, _, err = converter.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>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="USD">123.45</Amt>
+						<NtryDtls>
+							<TxDtls>
+							</TxDtls>
+							<TxDtls>
+								<AmtDtls>
+								</AmtDtls>
+							</TxDtls>
+						</NtryDtls>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+}
+
+func TestCamt053TransactionDataFileParseImportedData_ParseDescription(t *testing.T) {
+	converter := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, _, _, _, _, _, err := converter.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>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+						<AddtlNtryInf>Test Entry</AddtlNtryInf>
+						<NtryDtls>
+							<TxDtls>
+								<AddtlTxInf>Test Transaction</AddtlTxInf>
+								<RmtInf>
+									<Ustrd>Test Line 1</Ustrd>
+									<Ustrd>Test Line 2</Ustrd>
+								</RmtInf>
+							</TxDtls>
+						</NtryDtls>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, 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(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+						<AddtlNtryInf>Test Entry</AddtlNtryInf>
+						<NtryDtls>
+							<TxDtls>
+								<RmtInf>
+									<Ustrd>Test Line 1</Ustrd>
+									<Ustrd>Test Line 2</Ustrd>
+								</RmtInf>
+							</TxDtls>
+						</NtryDtls>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, 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(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+						<AddtlNtryInf>Test Entry</AddtlNtryInf>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, "Test Entry", allNewTransactions[0].Comment)
+}
+
+func TestCamt053TransactionDataFileParseImportedData_MissingAccountNode(t *testing.T) {
+	converter := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.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>
+				<Stmt>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrMissingAccountData.Message)
+}
+
+func TestCamt053TransactionDataFileParseImportedData_MissingTransactionRequiredNode(t *testing.T) {
+	converter := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.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>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrMissingTransactionTime.Message)
+
+	_, _, _, _, _, _, err = converter.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>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrTransactionTypeInvalid.Message)
+
+	_, _, _, _, _, _, err = converter.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>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+
+	_, _, _, _, _, _, err = converter.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>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt>123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrAccountCurrencyInvalid.Message)
+}

pkg/converters/converter/data_table_transaction_data_exporter.go

@@ -0,0 +1,166 @@
+package converter
+
+import (
+	"fmt"
+	"strings"
+	"time"
+
+	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+// DataTableTransactionDataExporter defines the structure of plain text data table exporter for transaction data
+type DataTableTransactionDataExporter struct {
+	transactionTypeMapping  map[models.TransactionType]string
+	geoLocationSeparator    string
+	transactionTagSeparator string
+}
+
+// BuildExportedContent writes the exported transaction data to the data table builder
+func (c *DataTableTransactionDataExporter) BuildExportedContent(ctx core.Context, dataTableBuilder datatable.TransactionDataTableBuilder, uid int64, transactions []*models.Transaction, accountMap map[int64]*models.Account, categoryMap map[int64]*models.TransactionCategory, tagMap map[int64]*models.TransactionTag, allTagIndexes map[int64][]int64) error {
+	for i := 0; i < len(transactions); i++ {
+		transaction := transactions[i]
+
+		if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_IN {
+			continue
+		}
+
+		dataRowMap := make(map[datatable.TransactionDataTableColumn]string, 15)
+		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_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)
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = c.getExportedAccountName(dataTableBuilder, transaction.AccountId, accountMap)
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY] = c.getAccountCurrency(dataTableBuilder, transaction.AccountId, accountMap)
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(transaction.Amount)
+
+		if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
+			dataRowMap[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = c.getExportedAccountName(dataTableBuilder, transaction.RelatedAccountId, accountMap)
+			dataRowMap[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY] = c.getAccountCurrency(dataTableBuilder, transaction.RelatedAccountId, accountMap)
+			dataRowMap[datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT] = utils.FormatAmount(transaction.RelatedAccountAmount)
+		}
+
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION] = c.getExportedGeographicLocation(transaction)
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_TAGS] = c.getExportedTags(dataTableBuilder, transaction.TransactionId, allTagIndexes, tagMap)
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_DESCRIPTION] = dataTableBuilder.ReplaceDelimiters(transaction.Comment)
+
+		dataTableBuilder.AppendTransaction(dataRowMap)
+	}
+
+	return nil
+}
+
+func (c *DataTableTransactionDataExporter) getDisplayTransactionTypeName(transactionDbType models.TransactionDbType) string {
+	transactionType, err := transactionDbType.ToTransactionType()
+
+	if err != nil {
+		return ""
+	}
+
+	transactionTypeName, exists := c.transactionTypeMapping[transactionType]
+
+	if !exists {
+		return ""
+	}
+
+	return transactionTypeName
+}
+
+func (c *DataTableTransactionDataExporter) getExportedTransactionCategoryName(dataTableBuilder datatable.TransactionDataTableBuilder, categoryId int64, categoryMap map[int64]*models.TransactionCategory) string {
+	category, exists := categoryMap[categoryId]
+
+	if !exists {
+		return ""
+	}
+
+	if category.ParentCategoryId == models.LevelOneTransactionCategoryParentId {
+		return dataTableBuilder.ReplaceDelimiters(category.Name)
+	}
+
+	parentCategory, exists := categoryMap[category.ParentCategoryId]
+
+	if !exists {
+		return ""
+	}
+
+	return dataTableBuilder.ReplaceDelimiters(parentCategory.Name)
+}
+
+func (c *DataTableTransactionDataExporter) getExportedTransactionSubCategoryName(dataTableBuilder datatable.TransactionDataTableBuilder, categoryId int64, categoryMap map[int64]*models.TransactionCategory) string {
+	category, exists := categoryMap[categoryId]
+
+	if exists {
+		return dataTableBuilder.ReplaceDelimiters(category.Name)
+	} else {
+		return ""
+	}
+}
+
+func (c *DataTableTransactionDataExporter) getExportedAccountName(dataTableBuilder datatable.TransactionDataTableBuilder, accountId int64, accountMap map[int64]*models.Account) string {
+	account, exists := accountMap[accountId]
+
+	if exists {
+		return dataTableBuilder.ReplaceDelimiters(account.Name)
+	} else {
+		return ""
+	}
+}
+
+func (c *DataTableTransactionDataExporter) getAccountCurrency(dataTableBuilder datatable.TransactionDataTableBuilder, accountId int64, accountMap map[int64]*models.Account) string {
+	account, exists := accountMap[accountId]
+
+	if exists {
+		return dataTableBuilder.ReplaceDelimiters(account.Currency)
+	} else {
+		return ""
+	}
+}
+
+func (c *DataTableTransactionDataExporter) getExportedGeographicLocation(transaction *models.Transaction) string {
+	if transaction.GeoLongitude != 0 || transaction.GeoLatitude != 0 {
+		return fmt.Sprintf("%f%s%f", transaction.GeoLongitude, c.geoLocationSeparator, transaction.GeoLatitude)
+	}
+
+	return ""
+}
+
+func (c *DataTableTransactionDataExporter) getExportedTags(dataTableBuilder datatable.TransactionDataTableBuilder, transactionId int64, allTagIndexes map[int64][]int64, tagMap map[int64]*models.TransactionTag) string {
+	tagIndexes, exists := allTagIndexes[transactionId]
+
+	if !exists {
+		return ""
+	}
+
+	var ret strings.Builder
+
+	for i := 0; i < len(tagIndexes); i++ {
+		tagIndex := tagIndexes[i]
+		tag, exists := tagMap[tagIndex]
+
+		if !exists {
+			continue
+		}
+
+		if ret.Len() > 0 {
+			ret.WriteString(c.transactionTagSeparator)
+		}
+
+		ret.WriteString(strings.Replace(tag.Name, c.transactionTagSeparator, " ", -1))
+	}
+
+	return dataTableBuilder.ReplaceDelimiters(ret.String())
+}
+
+// CreateNewExporter returns a new data table transaction data exporter according to the specified arguments
+func CreateNewExporter(transactionTypeMapping map[models.TransactionType]string, geoLocationSeparator string, transactionTagSeparator string) *DataTableTransactionDataExporter {
+	return &DataTableTransactionDataExporter{
+		transactionTypeMapping:  transactionTypeMapping,
+		geoLocationSeparator:    geoLocationSeparator,
+		transactionTagSeparator: transactionTagSeparator,
+	}
+}

pkg/converters/converter/data_table_transaction_data_importer.go

@@ -0,0 +1,521 @@
+package converter
+
+import (
+	"sort"
+	"strings"
+
+	"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"
+	"github.com/mayswind/ezbookkeeping/pkg/validators"
+)
+
+type TransactionGeoLocationOrder string
+
+const (
+	TRANSACTION_GEO_LOCATION_ORDER_LONGITUDE_LATITUDE TransactionGeoLocationOrder = "lonlat" // longitude first, then latitude
+	TRANSACTION_GEO_LOCATION_ORDER_LATITUDE_LONGITUDE TransactionGeoLocationOrder = "latlon" // latitude first, then longitude
+)
+
+// DataTableTransactionDataImporter defines the structure of plain text data table importer for transaction data
+type DataTableTransactionDataImporter struct {
+	transactionTypeMapping  map[string]models.TransactionType
+	geoLocationSeparator    string
+	geoLocationOrder        TransactionGeoLocationOrder
+	transactionTagSeparator string
+}
+
+// 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) {
+	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
+	}
+
+	nameDbTypeMap, err := c.buildTransactionTypeNameDbTypeMap()
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	if !dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME) ||
+		!dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE) ||
+		!dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY) ||
+		!dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME) ||
+		!dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_AMOUNT) ||
+		!dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME) {
+		log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse import data for user \"uid:%d\", because missing essential columns in header row", user.Uid)
+		return nil, nil, nil, nil, nil, nil, errs.ErrMissingRequiredFieldInHeaderRow
+	}
+
+	if accountMap == nil {
+		accountMap = make(map[string]*models.Account)
+	}
+
+	if expenseCategoryMap == nil {
+		expenseCategoryMap = make(map[string]map[string]*models.TransactionCategory)
+	}
+
+	if incomeCategoryMap == nil {
+		incomeCategoryMap = make(map[string]map[string]*models.TransactionCategory)
+	}
+
+	if transferCategoryMap == nil {
+		transferCategoryMap = make(map[string]map[string]*models.TransactionCategory)
+	}
+
+	if tagMap == nil {
+		tagMap = make(map[string]*models.TransactionTag)
+	}
+
+	allNewTransactions := make(models.ImportedTransactionSlice, 0, dataTable.TransactionRowCount())
+	allNewAccounts := make([]*models.Account, 0)
+	allNewSubExpenseCategories := make([]*models.TransactionCategory, 0)
+	allNewSubIncomeCategories := make([]*models.TransactionCategory, 0)
+	allNewSubTransferCategories := make([]*models.TransactionCategory, 0)
+	allNewTags := make([]*models.TransactionTag, 0)
+
+	dataRowIterator := dataTable.TransactionRowIterator()
+	dataRowIndex := 0
+
+	for dataRowIterator.HasNext() {
+		dataRowIndex++
+		dataRow, err := dataRowIterator.Next(ctx, user)
+
+		if err != nil {
+			log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse data row \"index:%d\" for user \"uid:%d\", because %s", dataRowIndex, user.Uid, err.Error())
+			return nil, nil, nil, nil, nil, nil, err
+		}
+
+		if !dataRow.IsValid() {
+			continue
+		}
+
+		timezoneOffset := defaultTimezoneOffset
+
+		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE) &&
+			dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE) != datatable.TRANSACTION_DATA_TABLE_TIMEZONE_NOT_AVAILABLE {
+			transactionTimezone, err := utils.ParseFromTimezoneOffset(dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE))
+
+			if err != nil {
+				log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse time zone \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE), dataRowIndex, user.Uid, err.Error())
+				return nil, nil, nil, nil, nil, nil, errs.ErrTransactionTimeZoneInvalid
+			}
+
+			timezoneOffset = utils.GetTimezoneOffsetMinutes(transactionTimezone)
+		}
+
+		transactionTime, err := utils.ParseFromLongDateTime(dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME), timezoneOffset)
+
+		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())
+			return nil, nil, nil, nil, nil, nil, errs.ErrTransactionTimeInvalid
+		}
+
+		transactionDbType, err := c.getTransactionDbType(nameDbTypeMap, dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE))
+
+		if err != nil {
+			log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse transaction type \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE), dataRowIndex, user.Uid, err.Error())
+			return nil, nil, nil, nil, nil, nil, errs.Or(err, errs.ErrTransactionTypeInvalid)
+		}
+
+		categoryId := int64(0)
+		categoryName := ""
+		subCategoryName := ""
+
+		if transactionDbType != models.TRANSACTION_DB_TYPE_MODIFY_BALANCE {
+			transactionCategoryType, err := c.getTransactionCategoryType(transactionDbType)
+
+			if err != nil {
+				log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse transaction category type in data row \"index:%d\" for user \"uid:%d\", because %s", dataRowIndex, user.Uid, err.Error())
+				return nil, nil, nil, nil, nil, nil, errs.Or(err, errs.ErrTransactionTypeInvalid)
+			}
+
+			categoryName = dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_CATEGORY)
+			subCategoryName = dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY)
+
+			if transactionDbType == models.TRANSACTION_DB_TYPE_EXPENSE {
+				subCategory, exists := c.getTransactionCategory(expenseCategoryMap, categoryName, subCategoryName)
+
+				if !exists {
+					subCategory = c.createNewTransactionCategoryModel(user.Uid, subCategoryName, transactionCategoryType)
+					allNewSubExpenseCategories = append(allNewSubExpenseCategories, subCategory)
+
+					if _, exists = expenseCategoryMap[subCategoryName]; !exists {
+						expenseCategoryMap[subCategoryName] = make(map[string]*models.TransactionCategory)
+					}
+
+					expenseCategoryMap[subCategoryName][categoryName] = subCategory
+				}
+
+				categoryId = subCategory.CategoryId
+			} else if transactionDbType == models.TRANSACTION_DB_TYPE_INCOME {
+				subCategory, exists := c.getTransactionCategory(incomeCategoryMap, categoryName, subCategoryName)
+
+				if !exists {
+					subCategory = c.createNewTransactionCategoryModel(user.Uid, subCategoryName, transactionCategoryType)
+					allNewSubIncomeCategories = append(allNewSubIncomeCategories, subCategory)
+
+					if _, exists = incomeCategoryMap[subCategoryName]; !exists {
+						incomeCategoryMap[subCategoryName] = make(map[string]*models.TransactionCategory)
+					}
+
+					incomeCategoryMap[subCategoryName][categoryName] = subCategory
+				}
+
+				categoryId = subCategory.CategoryId
+			} else if transactionDbType == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
+				subCategory, exists := c.getTransactionCategory(transferCategoryMap, categoryName, subCategoryName)
+
+				if !exists {
+					subCategory = c.createNewTransactionCategoryModel(user.Uid, subCategoryName, transactionCategoryType)
+					allNewSubTransferCategories = append(allNewSubTransferCategories, subCategory)
+
+					if _, exists = transferCategoryMap[subCategoryName]; !exists {
+						transferCategoryMap[subCategoryName] = make(map[string]*models.TransactionCategory)
+					}
+
+					transferCategoryMap[subCategoryName][categoryName] = subCategory
+				}
+
+				categoryId = subCategory.CategoryId
+			}
+		}
+
+		accountName := dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME)
+		accountCurrency := user.DefaultCurrency
+
+		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY) && dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY) != "" {
+			accountCurrency = dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY)
+
+			if _, ok := validators.AllCurrencyNames[accountCurrency]; !ok {
+				log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] account currency \"%s\" is not supported in data row \"index:%d\" for user \"uid:%d\"", accountCurrency, dataRowIndex, user.Uid)
+				return nil, nil, nil, nil, nil, nil, errs.ErrAccountCurrencyInvalid
+			}
+		}
+
+		account, exists := accountMap[accountName]
+
+		if !exists {
+			account = c.createNewAccountModel(user.Uid, accountName, accountCurrency)
+			allNewAccounts = append(allNewAccounts, account)
+			accountMap[accountName] = account
+		}
+
+		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY) && dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY) != "" {
+			if account.Name != "" && account.Currency != accountCurrency {
+				log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] currency \"%s\" in data row \"index:%d\" not equals currency \"%s\" of the account for user \"uid:%d\"", accountCurrency, dataRowIndex, account.Currency, user.Uid)
+				return nil, nil, nil, nil, nil, nil, errs.ErrAccountCurrencyInvalid
+			}
+		} else if exists {
+			accountCurrency = account.Currency
+		}
+
+		amount, err := utils.ParseAmount(dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_AMOUNT))
+
+		if err != nil {
+			log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse acmount \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_AMOUNT), dataRowIndex, user.Uid, err.Error())
+			return nil, nil, nil, nil, nil, nil, errs.ErrAmountInvalid
+		}
+
+		relatedAccountId := int64(0)
+		relatedAccountAmount := int64(0)
+		account2Name := ""
+		account2Currency := ""
+
+		if transactionDbType == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
+			account2Name = dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME)
+			account2Currency = user.DefaultCurrency
+
+			if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY) && dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY) != "" {
+				account2Currency = dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY)
+
+				if _, ok := validators.AllCurrencyNames[account2Currency]; !ok {
+					log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] account2 currency \"%s\" is not supported in data row \"index:%d\" for user \"uid:%d\"", account2Currency, dataRowIndex, user.Uid)
+					return nil, nil, nil, nil, nil, nil, errs.ErrAccountCurrencyInvalid
+				}
+			}
+
+			account2, exists := accountMap[account2Name]
+
+			if !exists {
+				account2 = c.createNewAccountModel(user.Uid, account2Name, account2Currency)
+				allNewAccounts = append(allNewAccounts, account2)
+				accountMap[account2Name] = account2
+			}
+
+			if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY) && dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY) != "" {
+				if account2.Name != "" && account2.Currency != account2Currency {
+					log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] currency \"%s\" in data row \"index:%d\" not equals currency \"%s\" of the account2 for user \"uid:%d\"", account2Currency, dataRowIndex, account2.Currency, user.Uid)
+					return nil, nil, nil, nil, nil, nil, errs.ErrAccountCurrencyInvalid
+				}
+			} else if exists {
+				account2Currency = account2.Currency
+			}
+
+			relatedAccountId = account2.AccountId
+
+			if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT) {
+				relatedAccountAmount, err = utils.ParseAmount(dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT))
+
+				if err != nil {
+					log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse acmount2 \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT), dataRowIndex, user.Uid, err.Error())
+					return nil, nil, nil, nil, nil, nil, errs.ErrAmountInvalid
+				}
+			} else if transactionDbType == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
+				relatedAccountAmount = amount
+			}
+		}
+
+		geoLongitude := float64(0)
+		geoLatitude := float64(0)
+
+		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION) && c.geoLocationSeparator != "" {
+			geoLocationItems := strings.Split(dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION), c.geoLocationSeparator)
+
+			if len(geoLocationItems) == 2 {
+				geoLocationFirstItem, err := utils.StringToFloat64(geoLocationItems[0])
+
+				if err != nil {
+					log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse geographic location \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION), dataRowIndex, user.Uid, err.Error())
+					return nil, nil, nil, nil, nil, nil, errs.ErrGeographicLocationInvalid
+				}
+
+				geoLocationSecondItem, err := utils.StringToFloat64(geoLocationItems[1])
+
+				if err != nil {
+					log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse geographic location \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION), dataRowIndex, user.Uid, err.Error())
+					return nil, nil, nil, nil, nil, nil, errs.ErrGeographicLocationInvalid
+				}
+
+				if c.geoLocationOrder == TRANSACTION_GEO_LOCATION_ORDER_LONGITUDE_LATITUDE {
+					geoLongitude = geoLocationFirstItem
+					geoLatitude = geoLocationSecondItem
+				} else if c.geoLocationOrder == TRANSACTION_GEO_LOCATION_ORDER_LATITUDE_LONGITUDE {
+					geoLatitude = geoLocationFirstItem
+					geoLongitude = geoLocationSecondItem
+				}
+			}
+		}
+
+		var tagIds []string
+		var tagNames []string
+
+		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_TAGS) {
+			var tagNameItems []string
+
+			if c.transactionTagSeparator != "" {
+				tagNameItems = strings.Split(dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TAGS), c.transactionTagSeparator)
+			} else {
+				tagNameItems = append(tagNameItems, dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TAGS))
+			}
+
+			for i := 0; i < len(tagNameItems); i++ {
+				tagName := tagNameItems[i]
+
+				if tagName == "" {
+					continue
+				}
+
+				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)
+			}
+		}
+
+		description := ""
+
+		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_DESCRIPTION) {
+			description = dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_DESCRIPTION)
+		}
+
+		transaction := &models.ImportTransaction{
+			Transaction: &models.Transaction{
+				Uid:                  user.Uid,
+				Type:                 transactionDbType,
+				CategoryId:           categoryId,
+				TransactionTime:      utils.GetMinTransactionTimeFromUnixTime(transactionTime.Unix()),
+				TimezoneUtcOffset:    timezoneOffset,
+				AccountId:            account.AccountId,
+				Amount:               amount,
+				HideAmount:           false,
+				RelatedAccountId:     relatedAccountId,
+				RelatedAccountAmount: relatedAccountAmount,
+				Comment:              description,
+				GeoLongitude:         geoLongitude,
+				GeoLatitude:          geoLatitude,
+				CreatedIp:            "127.0.0.1",
+			},
+			TagIds:                             tagIds,
+			OriginalCategoryName:               subCategoryName,
+			OriginalSourceAccountName:          accountName,
+			OriginalSourceAccountCurrency:      accountCurrency,
+			OriginalDestinationAccountName:     account2Name,
+			OriginalDestinationAccountCurrency: account2Currency,
+			OriginalTagNames:                   tagNames,
+		}
+
+		allNewTransactions = append(allNewTransactions, transaction)
+	}
+
+	if len(allNewTransactions) < 1 {
+		log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] no transaction data parsed for \"uid:%d\"", user.Uid)
+		return nil, nil, nil, nil, nil, nil, errs.ErrNotFoundTransactionDataInFile
+	}
+
+	sort.Sort(allNewTransactions)
+
+	return allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, nil
+}
+
+func (c *DataTableTransactionDataImporter) buildTransactionTypeNameDbTypeMap() (map[string]models.TransactionDbType, error) {
+	if c.transactionTypeMapping == nil {
+		return nil, errs.ErrTransactionTypeInvalid
+	}
+
+	nameDbTypeMap := make(map[string]models.TransactionDbType, len(c.transactionTypeMapping))
+
+	for name, transactionType := range c.transactionTypeMapping {
+		if transactionType == models.TRANSACTION_TYPE_MODIFY_BALANCE {
+			nameDbTypeMap[name] = models.TRANSACTION_DB_TYPE_MODIFY_BALANCE
+		} else if transactionType == models.TRANSACTION_TYPE_INCOME {
+			nameDbTypeMap[name] = models.TRANSACTION_DB_TYPE_INCOME
+		} else if transactionType == models.TRANSACTION_TYPE_EXPENSE {
+			nameDbTypeMap[name] = models.TRANSACTION_DB_TYPE_EXPENSE
+		} else if transactionType == models.TRANSACTION_TYPE_TRANSFER {
+			nameDbTypeMap[name] = models.TRANSACTION_DB_TYPE_TRANSFER_OUT
+		} else {
+			return nil, errs.ErrTransactionTypeInvalid
+		}
+	}
+
+	return nameDbTypeMap, nil
+}
+
+func (c *DataTableTransactionDataImporter) getTransactionDbType(nameDbTypeMap map[string]models.TransactionDbType, transactionTypeName string) (models.TransactionDbType, error) {
+	transactionType, exists := nameDbTypeMap[transactionTypeName]
+
+	if !exists {
+		return 0, errs.ErrTransactionTypeInvalid
+	}
+
+	return transactionType, nil
+}
+
+func (c *DataTableTransactionDataImporter) getTransactionCategoryType(transactionType models.TransactionDbType) (models.TransactionCategoryType, error) {
+	if transactionType == models.TRANSACTION_DB_TYPE_INCOME {
+		return models.CATEGORY_TYPE_INCOME, nil
+	} else if transactionType == models.TRANSACTION_DB_TYPE_EXPENSE {
+		return models.CATEGORY_TYPE_EXPENSE, nil
+	} else if transactionType == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
+		return models.CATEGORY_TYPE_TRANSFER, nil
+	} else {
+		return 0, errs.ErrTransactionTypeInvalid
+	}
+}
+
+func (c *DataTableTransactionDataImporter) getTransactionCategory(categories map[string]map[string]*models.TransactionCategory, categoryName string, subCategoryName string) (*models.TransactionCategory, bool) {
+	if len(categories) < 1 {
+		return nil, false
+	}
+
+	subCategories, exists := categories[subCategoryName]
+
+	if !exists || len(subCategories) < 1 {
+		return nil, false
+	}
+
+	if categoryName == "" {
+		for _, subCategory := range subCategories {
+			if subCategory != nil {
+				return subCategory, true
+			}
+		}
+	}
+
+	subCategory, exists := subCategories[categoryName]
+
+	if !exists {
+		for _, subCategory := range subCategories {
+			if subCategory != nil {
+				return subCategory, true
+			}
+		}
+	}
+
+	return subCategory, exists
+}
+
+func (c *DataTableTransactionDataImporter) createNewAccountModel(uid int64, accountName string, currency string) *models.Account {
+	return &models.Account{
+		Uid:      uid,
+		Name:     accountName,
+		Currency: currency,
+	}
+}
+
+func (c *DataTableTransactionDataImporter) createNewTransactionCategoryModel(uid int64, categoryName string, transactionCategoryType models.TransactionCategoryType) *models.TransactionCategory {
+	return &models.TransactionCategory{
+		Uid:  uid,
+		Name: categoryName,
+		Type: transactionCategoryType,
+	}
+}
+
+func (c *DataTableTransactionDataImporter) createNewTransactionTagModel(uid int64, tagName string) *models.TransactionTag {
+	return &models.TransactionTag{
+		Uid:  uid,
+		Name: tagName,
+	}
+}
+
+// CreateNewImporterWithTypeNameMapping returns a new data table transaction data importer according to the specified arguments
+func CreateNewImporterWithTypeNameMapping(transactionTypeMapping map[models.TransactionType]string, geoLocationSeparator string, geoLocationOrder TransactionGeoLocationOrder, transactionTagSeparator string) *DataTableTransactionDataImporter {
+	return &DataTableTransactionDataImporter{
+		transactionTypeMapping:  buildTransactionNameTypeMap(transactionTypeMapping),
+		geoLocationSeparator:    geoLocationSeparator,
+		geoLocationOrder:        geoLocationOrder,
+		transactionTagSeparator: transactionTagSeparator,
+	}
+}
+
+// CreateNewSimpleImporter returns a new data table transaction data importer according to the specified arguments
+func CreateNewSimpleImporter(transactionTypeMapping map[string]models.TransactionType) *DataTableTransactionDataImporter {
+	return &DataTableTransactionDataImporter{
+		transactionTypeMapping: transactionTypeMapping,
+	}
+}
+
+// CreateNewSimpleImporterWithTypeNameMapping returns a new data table transaction data importer according to the specified arguments
+func CreateNewSimpleImporterWithTypeNameMapping(transactionTypeMapping map[models.TransactionType]string) *DataTableTransactionDataImporter {
+	return &DataTableTransactionDataImporter{
+		transactionTypeMapping: buildTransactionNameTypeMap(transactionTypeMapping),
+	}
+}
+
+func buildTransactionNameTypeMap(transactionTypeMapping map[models.TransactionType]string) map[string]models.TransactionType {
+	if transactionTypeMapping == nil {
+		return nil
+	}
+
+	typeNameMap := make(map[string]models.TransactionType, len(transactionTypeMapping))
+
+	for transactionType, name := range transactionTypeMapping {
+		typeNameMap[name] = transactionType
+	}
+
+	return typeNameMap
+}

pkg/converters/converter/transaction_data_converter.go

@@ -1,4 +1,4 @@
-package base
+package converter
 
 import (
 	"github.com/mayswind/ezbookkeeping/pkg/core"
@@ -14,7 +14,7 @@ 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]*models.TransactionCategory, incomeCategoryMap map[string]*models.TransactionCategory, transferCategoryMap 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, 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)
 }
 
 // TransactionDataConverter defines the structure of transaction data converter

pkg/converters/csv/csv_file_basic_data_table.go

@@ -0,0 +1,138 @@
+package csv
+
+import (
+	"encoding/csv"
+	"fmt"
+	"io"
+
+	"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"
+)
+
+// CsvFileBasicDataTable defines the structure of csv data table
+type CsvFileBasicDataTable struct {
+	allLines [][]string
+}
+
+// CsvFileBasicDataTableRow defines the structure of csv data table row
+type CsvFileBasicDataTableRow struct {
+	dataTable *CsvFileBasicDataTable
+	allItems  []string
+}
+
+// CsvFileBasicDataTableRowIterator defines the structure of csv data table row iterator
+type CsvFileBasicDataTableRowIterator struct {
+	dataTable    *CsvFileBasicDataTable
+	currentIndex int
+}
+
+// DataRowCount returns the total count of data row
+func (t *CsvFileBasicDataTable) DataRowCount() int {
+	if len(t.allLines) < 1 {
+		return 0
+	}
+
+	return len(t.allLines) - 1
+}
+
+// HeaderColumnNames returns the header column name list
+func (t *CsvFileBasicDataTable) HeaderColumnNames() []string {
+	if len(t.allLines) < 1 {
+		return nil
+	}
+
+	return t.allLines[0]
+}
+
+// DataRowIterator returns the iterator of data row
+func (t *CsvFileBasicDataTable) DataRowIterator() datatable.BasicDataTableRowIterator {
+	return &CsvFileBasicDataTableRowIterator{
+		dataTable:    t,
+		currentIndex: 0,
+	}
+}
+
+// ColumnCount returns the total count of column in this data row
+func (r *CsvFileBasicDataTableRow) ColumnCount() int {
+	return len(r.allItems)
+}
+
+// GetData returns the data in the specified column index
+func (r *CsvFileBasicDataTableRow) GetData(columnIndex int) string {
+	if columnIndex >= len(r.allItems) {
+		return ""
+	}
+
+	return r.allItems[columnIndex]
+}
+
+// HasNext returns whether the iterator does not reach the end
+func (t *CsvFileBasicDataTableRowIterator) HasNext() bool {
+	return t.currentIndex+1 < len(t.dataTable.allLines)
+}
+
+// CurrentRowId returns current index
+func (t *CsvFileBasicDataTableRowIterator) CurrentRowId() string {
+	return fmt.Sprintf("line#%d", t.currentIndex)
+}
+
+// Next returns the next basic data row
+func (t *CsvFileBasicDataTableRowIterator) Next() datatable.BasicDataTableRow {
+	if t.currentIndex+1 >= len(t.dataTable.allLines) {
+		return nil
+	}
+
+	t.currentIndex++
+
+	rowItems := t.dataTable.allLines[t.currentIndex]
+
+	return &CsvFileBasicDataTableRow{
+		dataTable: t.dataTable,
+		allItems:  rowItems,
+	}
+}
+
+// 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, ',')
+}
+
+// CreateNewCustomCsvBasicDataTable returns character separated values data table by io readers
+func CreateNewCustomCsvBasicDataTable(allLines [][]string) datatable.BasicDataTable {
+	return &CsvFileBasicDataTable{
+		allLines: allLines,
+	}
+}
+
+func createNewCsvFileBasicDataTable(ctx core.Context, reader io.Reader, separator rune) (*CsvFileBasicDataTable, error) {
+	csvReader := csv.NewReader(reader)
+	csvReader.Comma = separator
+	csvReader.FieldsPerRecord = -1
+
+	allLines := make([][]string, 0)
+
+	for {
+		items, err := csvReader.Read()
+
+		if err == io.EOF {
+			break
+		}
+
+		if err != nil {
+			log.Errorf(ctx, "[csv_file_basic_data_table.createNewCsvFileDataTable] cannot parse csv data, because %s", err.Error())
+			return nil, errs.ErrInvalidCSVFile
+		}
+
+		if len(items) == 1 && items[0] == "" {
+			continue
+		}
+
+		allLines = append(allLines, items)
+	}
+
+	return &CsvFileBasicDataTable{
+		allLines: allLines,
+	}, nil
+}

pkg/converters/csv/csv_file_basic_data_table_test.go

@@ -9,8 +9,8 @@ import (
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 )
 
-func TestCsvFileImportedDataTableDataRowCount(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{
+func TestCsvFileBasicDataTableDataRowCount(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
@@ -19,22 +19,22 @@ func TestCsvFileImportedDataTableDataRowCount(t *testing.T) {
 	assert.Equal(t, 2, datatable.DataRowCount())
 }
 
-func TestCsvFileImportedDataTableDataRowCount_OnlyHeaderLine(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{
+func TestCsvFileBasicDataTableDataRowCount_OnlyHeaderLine(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
 		{"A1", "B1", "C1"},
 	})
 
 	assert.Equal(t, 0, datatable.DataRowCount())
 }
 
-func TestCsvFileImportedDataTableDataRowCount_EmptyContent(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{})
+func TestCsvFileBasicDataTableDataRowCount_EmptyContent(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{})
 
 	assert.Equal(t, 0, datatable.DataRowCount())
 }
 
-func TestCsvFileImportedDataTableHeaderColumnNames(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{
+func TestCsvFileBasicDataTableHeaderColumnNames(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
@@ -43,14 +43,14 @@ func TestCsvFileImportedDataTableHeaderColumnNames(t *testing.T) {
 	assert.EqualValues(t, []string{"A1", "B1", "C1"}, datatable.HeaderColumnNames())
 }
 
-func TestCsvFileImportedDataTableHeaderColumnNames_EmptyContent(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{})
+func TestCsvFileBasicDataTableHeaderColumnNames_EmptyContent(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{})
 
 	assert.Nil(t, datatable.HeaderColumnNames())
 }
 
-func TestCsvFileImportedDataRowIterator(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{
+func TestCsvFileBasicDataTableRowIterator(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
@@ -76,8 +76,8 @@ func TestCsvFileImportedDataRowIterator(t *testing.T) {
 	assert.False(t, iterator.HasNext())
 }
 
-func TestCsvFileImportedDataRowColumnCount(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{
+func TestCsvFileBasicDataTableRowColumnCount(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
@@ -92,8 +92,8 @@ func TestCsvFileImportedDataRowColumnCount(t *testing.T) {
 	assert.EqualValues(t, 3, row2.ColumnCount())
 }
 
-func TestCsvFileImportedDataRowGetData(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{
+func TestCsvFileBasicDataTableRowGetData(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
@@ -112,8 +112,8 @@ func TestCsvFileImportedDataRowGetData(t *testing.T) {
 	assert.Equal(t, "C3", row2.GetData(2))
 }
 
-func TestCsvFileImportedDataRowGetData_GetNotExistedColumnData(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{
+func TestCsvFileBasicDataTableRowGetData_GetNotExistedColumnData(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
@@ -125,12 +125,12 @@ func TestCsvFileImportedDataRowGetData_GetNotExistedColumnData(t *testing.T) {
 	assert.Equal(t, "", row1.GetData(3))
 }
 
-func TestCreateNewCsvImportedDataTable(t *testing.T) {
+func TestCreateNewCsvBasicDataTable(t *testing.T) {
 	context := core.NewNullContext()
 	reader := bytes.NewReader([]byte("A1,B1,C1\n" +
 		"A2,B2,C2\n" +
 		"A3,B3,C3\n"))
-	datatable, err := CreateNewCsvImportedDataTable(context, reader)
+	datatable, err := CreateNewCsvBasicDataTable(context, reader)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 2, datatable.DataRowCount())
@@ -153,14 +153,14 @@ func TestCreateNewCsvImportedDataTable(t *testing.T) {
 	assert.False(t, iterator.HasNext())
 }
 
-func TestCreateNewCsvImportedDataTable_SkipBlankLine(t *testing.T) {
+func TestCreateNewCsvBasicDataTable_SkipBlankLine(t *testing.T) {
 	context := core.NewNullContext()
 	reader := bytes.NewReader([]byte("\n" +
 		"A1,B1,C1\n" +
 		"A2,B2,C2\n" +
 		"\n" +
 		"A3,B3,C3\n"))
-	datatable, err := CreateNewCsvImportedDataTable(context, reader)
+	datatable, err := CreateNewCsvBasicDataTable(context, reader)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 2, datatable.DataRowCount())

pkg/converters/csv/csv_file_imported_data_table.go

@@ -1,138 +0,0 @@
-package csv
-
-import (
-	"encoding/csv"
-	"fmt"
-	"io"
-
-	"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"
-)
-
-// CsvFileImportedDataTable defines the structure of csv data table
-type CsvFileImportedDataTable struct {
-	allLines [][]string
-}
-
-// CsvFileImportedDataRow defines the structure of csv data table row
-type CsvFileImportedDataRow struct {
-	dataTable *CsvFileImportedDataTable
-	allItems  []string
-}
-
-// CsvFileImportedDataRowIterator defines the structure of csv data table row iterator
-type CsvFileImportedDataRowIterator struct {
-	dataTable    *CsvFileImportedDataTable
-	currentIndex int
-}
-
-// DataRowCount returns the total count of data row
-func (t *CsvFileImportedDataTable) DataRowCount() int {
-	if len(t.allLines) < 1 {
-		return 0
-	}
-
-	return len(t.allLines) - 1
-}
-
-// HeaderColumnNames returns the header column name list
-func (t *CsvFileImportedDataTable) HeaderColumnNames() []string {
-	if len(t.allLines) < 1 {
-		return nil
-	}
-
-	return t.allLines[0]
-}
-
-// DataRowIterator returns the iterator of data row
-func (t *CsvFileImportedDataTable) DataRowIterator() datatable.ImportedDataRowIterator {
-	return &CsvFileImportedDataRowIterator{
-		dataTable:    t,
-		currentIndex: 0,
-	}
-}
-
-// ColumnCount returns the total count of column in this data row
-func (r *CsvFileImportedDataRow) ColumnCount() int {
-	return len(r.allItems)
-}
-
-// GetData returns the data in the specified column index
-func (r *CsvFileImportedDataRow) GetData(columnIndex int) string {
-	if columnIndex >= len(r.allItems) {
-		return ""
-	}
-
-	return r.allItems[columnIndex]
-}
-
-// HasNext returns whether the iterator does not reach the end
-func (t *CsvFileImportedDataRowIterator) HasNext() bool {
-	return t.currentIndex+1 < len(t.dataTable.allLines)
-}
-
-// CurrentRowId returns current index
-func (t *CsvFileImportedDataRowIterator) CurrentRowId() string {
-	return fmt.Sprintf("line#%d", t.currentIndex)
-}
-
-// Next returns the next imported data row
-func (t *CsvFileImportedDataRowIterator) Next() datatable.ImportedDataRow {
-	if t.currentIndex+1 >= len(t.dataTable.allLines) {
-		return nil
-	}
-
-	t.currentIndex++
-
-	rowItems := t.dataTable.allLines[t.currentIndex]
-
-	return &CsvFileImportedDataRow{
-		dataTable: t.dataTable,
-		allItems:  rowItems,
-	}
-}
-
-// CreateNewCsvImportedDataTable returns comma separated values data table by io readers
-func CreateNewCsvImportedDataTable(ctx core.Context, reader io.Reader) (*CsvFileImportedDataTable, error) {
-	return createNewCsvFileDataTable(ctx, reader, ',')
-}
-
-// CreateNewCustomCsvImportedDataTable returns character separated values data table by io readers
-func CreateNewCustomCsvImportedDataTable(allLines [][]string) *CsvFileImportedDataTable {
-	return &CsvFileImportedDataTable{
-		allLines: allLines,
-	}
-}
-
-func createNewCsvFileDataTable(ctx core.Context, reader io.Reader, separator rune) (*CsvFileImportedDataTable, error) {
-	csvReader := csv.NewReader(reader)
-	csvReader.Comma = separator
-	csvReader.FieldsPerRecord = -1
-
-	allLines := make([][]string, 0)
-
-	for {
-		items, err := csvReader.Read()
-
-		if err == io.EOF {
-			break
-		}
-
-		if err != nil {
-			log.Errorf(ctx, "[csv_file_imported_data_table.createNewCsvFileDataTable] cannot parse csv data, because %s", err.Error())
-			return nil, errs.ErrInvalidCSVFile
-		}
-
-		if len(items) == 1 && items[0] == "" {
-			continue
-		}
-
-		allLines = append(allLines, items)
-	}
-
-	return &CsvFileImportedDataTable{
-		allLines: allLines,
-	}, nil
-}

pkg/converters/datatable/basic_data_table.go

@@ -1,7 +1,7 @@
 package datatable
 
-// ImportedDataTable defines the structure of imported data table
-type ImportedDataTable interface {
+// BasicDataTable defines the structure of basic data table
+type BasicDataTable interface {
 	// DataRowCount returns the total count of data row
 	DataRowCount() int
 
@@ -9,11 +9,11 @@ type ImportedDataTable interface {
 	HeaderColumnNames() []string
 
 	// DataRowIterator returns the iterator of data row
-	DataRowIterator() ImportedDataRowIterator
+	DataRowIterator() BasicDataTableRowIterator
 }
 
-// ImportedDataRow defines the structure of imported data row
-type ImportedDataRow interface {
+// BasicDataTableRow defines the structure of basic data row
+type BasicDataTableRow interface {
 	// ColumnCount returns the total count of column in this data row
 	ColumnCount() int
 
@@ -21,14 +21,14 @@ type ImportedDataRow interface {
 	GetData(columnIndex int) string
 }
 
-// ImportedDataRowIterator defines the structure of imported data row iterator
-type ImportedDataRowIterator interface {
+// BasicDataTableRowIterator defines the structure of basic data row iterator
+type BasicDataTableRowIterator interface {
 	// HasNext returns whether the iterator does not reach the end
 	HasNext() bool
 
 	// CurrentRowId returns current row id
 	CurrentRowId() string
 
-	// Next returns the next imported data row
-	Next() ImportedDataRow
+	// Next returns the next basic data row
+	Next() BasicDataTableRow
 }

pkg/converters/datatable/basic_data_table_to_common_data_table_wrapper.go

@@ -0,0 +1,107 @@
+package datatable
+
+// basicDataTableToCommonDataTableWrapper defines the structure of basic data table to common data table wrapper
+type basicDataTableToCommonDataTableWrapper struct {
+	innerDataTable    BasicDataTable
+	dataColumnIndexes map[string]int
+}
+
+// basicDataTableToCommonDataTableWrapperRow defines the data row structure of basic data table to common data table wrapper
+type basicDataTableToCommonDataTableWrapperRow struct {
+	rowData map[string]string
+}
+
+// basicDataTableToCommonDataTableWrapperRowIterator defines the data row iterator structure of basic data table to common data table wrapper
+type basicDataTableToCommonDataTableWrapperRowIterator struct {
+	commonDataTable *basicDataTableToCommonDataTableWrapper
+	innerIterator   BasicDataTableRowIterator
+}
+
+// HeaderColumnCount returns the total count of column in header row
+func (t *basicDataTableToCommonDataTableWrapper) HeaderColumnCount() int {
+	return len(t.innerDataTable.HeaderColumnNames())
+}
+
+// HasColumn returns whether the data table has specified column name
+func (t *basicDataTableToCommonDataTableWrapper) HasColumn(columnName string) bool {
+	index, exists := t.dataColumnIndexes[columnName]
+	return exists && index >= 0
+}
+
+// DataRowCount returns the total count of common data row
+func (t *basicDataTableToCommonDataTableWrapper) DataRowCount() int {
+	return t.innerDataTable.DataRowCount()
+}
+
+// DataRowIterator returns the iterator of common data row
+func (t *basicDataTableToCommonDataTableWrapper) DataRowIterator() CommonDataTableRowIterator {
+	return &basicDataTableToCommonDataTableWrapperRowIterator{
+		commonDataTable: t,
+		innerIterator:   t.innerDataTable.DataRowIterator(),
+	}
+}
+
+// HasData returns whether the common data row has specified column data
+func (r *basicDataTableToCommonDataTableWrapperRow) HasData(columnName string) bool {
+	_, exists := r.rowData[columnName]
+	return exists
+}
+
+// ColumnCount returns the total count of column in this data row
+func (r *basicDataTableToCommonDataTableWrapperRow) ColumnCount() int {
+	return len(r.rowData)
+}
+
+// GetData returns the data in the specified column name
+func (r *basicDataTableToCommonDataTableWrapperRow) GetData(columnName string) string {
+	return r.rowData[columnName]
+}
+
+// HasNext returns whether the iterator does not reach the end
+func (t *basicDataTableToCommonDataTableWrapperRowIterator) HasNext() bool {
+	return t.innerIterator.HasNext()
+}
+
+// CurrentRowId returns current row id
+func (t *basicDataTableToCommonDataTableWrapperRowIterator) CurrentRowId() string {
+	return t.innerIterator.CurrentRowId()
+}
+
+// Next returns the next common data row
+func (t *basicDataTableToCommonDataTableWrapperRowIterator) Next() CommonDataTableRow {
+	basicDataRow := t.innerIterator.Next()
+
+	if basicDataRow == nil {
+		return nil
+	}
+
+	rowData := make(map[string]string, len(t.commonDataTable.dataColumnIndexes))
+
+	for column, columnIndex := range t.commonDataTable.dataColumnIndexes {
+		if columnIndex < 0 || columnIndex >= basicDataRow.ColumnCount() {
+			continue
+		}
+
+		value := basicDataRow.GetData(columnIndex)
+		rowData[column] = value
+	}
+
+	return &basicDataTableToCommonDataTableWrapperRow{
+		rowData: rowData,
+	}
+}
+
+// CreateNewCommonDataTableFromBasicDataTable returns common data table from basic data table
+func CreateNewCommonDataTableFromBasicDataTable(dataTable BasicDataTable) CommonDataTable {
+	headerLineItems := dataTable.HeaderColumnNames()
+	dataColumnIndexes := make(map[string]int, len(headerLineItems))
+
+	for i := 0; i < len(headerLineItems); i++ {
+		dataColumnIndexes[headerLineItems[i]] = i
+	}
+
+	return &basicDataTableToCommonDataTableWrapper{
+		innerDataTable:    dataTable,
+		dataColumnIndexes: dataColumnIndexes,
+	}
+}

pkg/converters/datatable/basic_data_table_to_transaction_data_table_wrapper.go

@@ -7,30 +7,30 @@ import (
 	"github.com/mayswind/ezbookkeeping/pkg/models"
 )
 
-// ImportedTransactionDataTable defines the structure of imported transaction data table
-type ImportedTransactionDataTable struct {
-	innerDataTable    ImportedDataTable
+// basicDataTableToTransactionDataTableWrapper defines the structure of basic data table to transaction data table wrapper
+type basicDataTableToTransactionDataTableWrapper struct {
+	innerDataTable    BasicDataTable
 	dataColumnMapping map[TransactionDataTableColumn]string
 	dataColumnIndexes map[TransactionDataTableColumn]int
 	rowParser         TransactionDataRowParser
 	addedColumns      map[TransactionDataTableColumn]bool
 }
 
-// ImportedTransactionDataRow defines the structure of imported transaction data row
-type ImportedTransactionDataRow struct {
-	transactionDataTable *ImportedTransactionDataTable
+// basicDataTableToTransactionDataTableWrapperRow defines the data row structure of basic data table to transaction data table wrapper
+type basicDataTableToTransactionDataTableWrapperRow struct {
+	transactionDataTable *basicDataTableToTransactionDataTableWrapper
 	rowData              map[TransactionDataTableColumn]string
 	rowDataValid         bool
 }
 
-// ImportedTransactionDataRowIterator defines the structure of imported transaction data row iterator
-type ImportedTransactionDataRowIterator struct {
-	transactionDataTable *ImportedTransactionDataTable
-	innerIterator        ImportedDataRowIterator
+// basicDataTableToTransactionDataTableWrapperRowIterator defines the data row iterator structure of basic data table to transaction data table wrapper
+type basicDataTableToTransactionDataTableWrapperRowIterator struct {
+	transactionDataTable *basicDataTableToTransactionDataTableWrapper
+	innerIterator        BasicDataTableRowIterator
 }
 
 // HasColumn returns whether the data table has specified column
-func (t *ImportedTransactionDataTable) HasColumn(column TransactionDataTableColumn) bool {
+func (t *basicDataTableToTransactionDataTableWrapper) HasColumn(column TransactionDataTableColumn) bool {
 	index, exists := t.dataColumnIndexes[column]
 
 	if exists && index >= 0 {
@@ -49,25 +49,25 @@ func (t *ImportedTransactionDataTable) HasColumn(column TransactionDataTableColu
 }
 
 // TransactionRowCount returns the total count of transaction data row
-func (t *ImportedTransactionDataTable) TransactionRowCount() int {
+func (t *basicDataTableToTransactionDataTableWrapper) TransactionRowCount() int {
 	return t.innerDataTable.DataRowCount()
 }
 
 // TransactionRowIterator returns the iterator of transaction data row
-func (t *ImportedTransactionDataTable) TransactionRowIterator() TransactionDataRowIterator {
-	return &ImportedTransactionDataRowIterator{
+func (t *basicDataTableToTransactionDataTableWrapper) TransactionRowIterator() TransactionDataRowIterator {
+	return &basicDataTableToTransactionDataTableWrapperRowIterator{
 		transactionDataTable: t,
 		innerIterator:        t.innerDataTable.DataRowIterator(),
 	}
 }
 
 // IsValid returns whether this row is valid data for importing
-func (r *ImportedTransactionDataRow) IsValid() bool {
+func (r *basicDataTableToTransactionDataTableWrapperRow) IsValid() bool {
 	return r.rowDataValid
 }
 
 // GetData returns the data in the specified column type
-func (r *ImportedTransactionDataRow) GetData(column TransactionDataTableColumn) string {
+func (r *basicDataTableToTransactionDataTableWrapperRow) GetData(column TransactionDataTableColumn) string {
 	if !r.rowDataValid {
 		return ""
 	}
@@ -90,28 +90,28 @@ func (r *ImportedTransactionDataRow) GetData(column TransactionDataTableColumn)
 }
 
 // HasNext returns whether the iterator does not reach the end
-func (t *ImportedTransactionDataRowIterator) HasNext() bool {
+func (t *basicDataTableToTransactionDataTableWrapperRowIterator) HasNext() bool {
 	return t.innerIterator.HasNext()
 }
 
 // Next returns the next transaction data row
-func (t *ImportedTransactionDataRowIterator) Next(ctx core.Context, user *models.User) (daraRow TransactionDataRow, err error) {
-	importedRow := t.innerIterator.Next()
+func (t *basicDataTableToTransactionDataTableWrapperRowIterator) Next(ctx core.Context, user *models.User) (daraRow TransactionDataRow, err error) {
+	basicDataRow := t.innerIterator.Next()
 
-	if importedRow == nil {
+	if basicDataRow == nil {
 		return nil, nil
 	}
 
-	if importedRow.ColumnCount() == 1 && importedRow.GetData(0) == "" {
-		return &ImportedTransactionDataRow{
+	if basicDataRow.ColumnCount() == 1 && basicDataRow.GetData(0) == "" {
+		return &basicDataTableToTransactionDataTableWrapperRow{
 			transactionDataTable: t.transactionDataTable,
 			rowData:              nil,
 			rowDataValid:         false,
 		}, nil
 	}
 
-	if importedRow.ColumnCount() < len(t.transactionDataTable.dataColumnIndexes) {
-		log.Errorf(ctx, "[imported_transaction_data_table.Next] cannot parse data row, because may missing some columns (column count %d in data row is less than header column count %d)", importedRow.ColumnCount(), len(t.transactionDataTable.dataColumnIndexes))
+	if basicDataRow.ColumnCount() < len(t.transactionDataTable.dataColumnIndexes) {
+		log.Errorf(ctx, "[basic_data_table_to_transaction_data_table_wrapper.Next] cannot parse data row, because may missing some columns (column count %d in data row is less than header column count %d)", basicDataRow.ColumnCount(), len(t.transactionDataTable.dataColumnIndexes))
 		return nil, errs.ErrFewerFieldsInDataRowThanInHeaderRow
 	}
 
@@ -119,11 +119,11 @@ func (t *ImportedTransactionDataRowIterator) Next(ctx core.Context, user *models
 	rowDataValid := true
 
 	for column, columnIndex := range t.transactionDataTable.dataColumnIndexes {
-		if columnIndex < 0 || columnIndex >= importedRow.ColumnCount() {
+		if columnIndex < 0 || columnIndex >= basicDataRow.ColumnCount() {
 			continue
 		}
 
-		value := importedRow.GetData(columnIndex)
+		value := basicDataRow.GetData(columnIndex)
 		rowData[column] = value
 	}
 
@@ -131,25 +131,25 @@ func (t *ImportedTransactionDataRowIterator) Next(ctx core.Context, user *models
 		rowData, rowDataValid, err = t.transactionDataTable.rowParser.Parse(rowData)
 
 		if err != nil {
-			log.Errorf(ctx, "[imported_transaction_data_table.Next] cannot parse data row, because %s", err.Error())
+			log.Errorf(ctx, "[basic_data_table_to_transaction_data_table_wrapper.Next] cannot parse data row, because %s", err.Error())
 			return nil, err
 		}
 	}
 
-	return &ImportedTransactionDataRow{
+	return &basicDataTableToTransactionDataTableWrapperRow{
 		transactionDataTable: t.transactionDataTable,
 		rowData:              rowData,
 		rowDataValid:         rowDataValid,
 	}, nil
 }
 
-// CreateNewImportedTransactionDataTable returns transaction data table from imported data table
-func CreateNewImportedTransactionDataTable(dataTable ImportedDataTable, dataColumnMapping map[TransactionDataTableColumn]string) *ImportedTransactionDataTable {
-	return CreateNewImportedTransactionDataTableWithRowParser(dataTable, dataColumnMapping, nil)
+// CreateNewTransactionDataTableFromBasicDataTable returns transaction data table from basic data table
+func CreateNewTransactionDataTableFromBasicDataTable(dataTable BasicDataTable, dataColumnMapping map[TransactionDataTableColumn]string) TransactionDataTable {
+	return CreateNewTransactionDataTableFromBasicDataTableWithRowParser(dataTable, dataColumnMapping, nil)
 }
 
-// CreateNewImportedTransactionDataTableWithRowParser returns transaction data table from imported data table
-func CreateNewImportedTransactionDataTableWithRowParser(dataTable ImportedDataTable, dataColumnMapping map[TransactionDataTableColumn]string, rowParser TransactionDataRowParser) *ImportedTransactionDataTable {
+// CreateNewTransactionDataTableFromBasicDataTableWithRowParser returns transaction data table from basic data table
+func CreateNewTransactionDataTableFromBasicDataTableWithRowParser(dataTable BasicDataTable, dataColumnMapping map[TransactionDataTableColumn]string, rowParser TransactionDataRowParser) TransactionDataTable {
 	headerLineItems := dataTable.HeaderColumnNames()
 	headerItemMap := make(map[string]int, len(headerLineItems))
 
@@ -178,7 +178,7 @@ func CreateNewImportedTransactionDataTableWithRowParser(dataTable ImportedDataTa
 		}
 	}
 
-	return &ImportedTransactionDataTable{
+	return &basicDataTableToTransactionDataTableWrapper{
 		innerDataTable:    dataTable,
 		dataColumnMapping: dataColumnMapping,
 		dataColumnIndexes: dataColumnIndexes,

pkg/converters/datatable/common_data_table.go

@@ -12,11 +12,11 @@ type CommonDataTable interface {
 	DataRowCount() int
 
 	// DataRowIterator returns the iterator of common data row
-	DataRowIterator() CommonDataRowIterator
+	DataRowIterator() CommonDataTableRowIterator
 }
 
-// CommonDataRow defines the structure of common data row
-type CommonDataRow interface {
+// CommonDataTableRow defines the structure of common data row
+type CommonDataTableRow interface {
 	// ColumnCount returns the total count of column in this data row
 	ColumnCount() int
 
@@ -27,8 +27,8 @@ type CommonDataRow interface {
 	GetData(columnName string) string
 }
 
-// CommonDataRowIterator defines the structure of common data row iterator
-type CommonDataRowIterator interface {
+// CommonDataTableRowIterator defines the structure of common data row iterator
+type CommonDataTableRowIterator interface {
 	// HasNext returns whether the iterator does not reach the end
 	HasNext() bool
 
@@ -36,5 +36,5 @@ type CommonDataRowIterator interface {
 	CurrentRowId() string
 
 	// Next returns the next common data row
-	Next() CommonDataRow
+	Next() CommonDataTableRow
 }

pkg/converters/datatable/common_data_table_to_transaction_data_table_wrapper.go

@@ -0,0 +1,109 @@
+package datatable
+
+import (
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+)
+
+// CommonTransactionDataRowParser defines the structure of common transaction data row parser
+type CommonTransactionDataRowParser interface {
+	// Parse returns the converted transaction data row
+	Parse(ctx core.Context, user *models.User, dataRow CommonDataTableRow, rowId string) (rowData map[TransactionDataTableColumn]string, rowDataValid bool, err error)
+}
+
+// commonDataTableToTransactionDataTableWrapper defines the structure of common data table to transaction data table wrapper
+type commonDataTableToTransactionDataTableWrapper struct {
+	innerDataTable       CommonDataTable
+	supportedDataColumns map[TransactionDataTableColumn]bool
+	rowParser            CommonTransactionDataRowParser
+}
+
+// commonDataTableToTransactionDataTableWrapperRow defines the data row structure of common data table to transaction data table wrapper
+type commonDataTableToTransactionDataTableWrapperRow struct {
+	transactionDataTable *commonDataTableToTransactionDataTableWrapper
+	rowData              map[TransactionDataTableColumn]string
+	rowDataValid         bool
+}
+
+// commonDataTableToTransactionDataTableWrapperRowIterator defines the data row iterator structure of common data table to transaction data table wrapper
+type commonDataTableToTransactionDataTableWrapperRowIterator struct {
+	transactionDataTable *commonDataTableToTransactionDataTableWrapper
+	innerIterator        CommonDataTableRowIterator
+}
+
+// HasColumn returns whether the data table has specified column
+func (t *commonDataTableToTransactionDataTableWrapper) HasColumn(column TransactionDataTableColumn) bool {
+	_, exists := t.supportedDataColumns[column]
+	return exists
+}
+
+// TransactionRowCount returns the total count of transaction data row
+func (t *commonDataTableToTransactionDataTableWrapper) TransactionRowCount() int {
+	return t.innerDataTable.DataRowCount()
+}
+
+// TransactionRowIterator returns the iterator of transaction data row
+func (t *commonDataTableToTransactionDataTableWrapper) TransactionRowIterator() TransactionDataRowIterator {
+	return &commonDataTableToTransactionDataTableWrapperRowIterator{
+		transactionDataTable: t,
+		innerIterator:        t.innerDataTable.DataRowIterator(),
+	}
+}
+
+// IsValid returns whether this row is valid data for importing
+func (r *commonDataTableToTransactionDataTableWrapperRow) IsValid() bool {
+	return r.rowDataValid
+}
+
+// GetData returns the data in the specified column type
+func (r *commonDataTableToTransactionDataTableWrapperRow) GetData(column TransactionDataTableColumn) string {
+	if !r.rowDataValid {
+		return ""
+	}
+
+	_, exists := r.transactionDataTable.supportedDataColumns[column]
+
+	if !exists {
+		return ""
+	}
+
+	return r.rowData[column]
+}
+
+// HasNext returns whether the iterator does not reach the end
+func (t *commonDataTableToTransactionDataTableWrapperRowIterator) HasNext() bool {
+	return t.innerIterator.HasNext()
+}
+
+// Next returns the next transaction data row
+func (t *commonDataTableToTransactionDataTableWrapperRowIterator) Next(ctx core.Context, user *models.User) (daraRow TransactionDataRow, err error) {
+	commonDataRow := t.innerIterator.Next()
+
+	if commonDataRow == nil {
+		return nil, nil
+	}
+
+	rowId := t.innerIterator.CurrentRowId()
+	rowData, rowDataValid, err := t.transactionDataTable.rowParser.Parse(ctx, user, commonDataRow, rowId)
+
+	if err != nil {
+		log.Errorf(ctx, "[common_data_table_to_transaction_data_table_wrapper.Next] cannot parse data row, because %s", err.Error())
+		return nil, err
+	}
+
+	return &commonDataTableToTransactionDataTableWrapperRow{
+		transactionDataTable: t.transactionDataTable,
+		rowData:              rowData,
+		rowDataValid:         rowDataValid,
+	}, nil
+}
+
+// CreateNewTransactionDataTableFromCommonDataTable returns transaction data table from Common data table
+func CreateNewTransactionDataTableFromCommonDataTable(dataTable CommonDataTable, supportedDataColumns map[TransactionDataTableColumn]bool, rowParser CommonTransactionDataRowParser) TransactionDataTable {
+	return &commonDataTableToTransactionDataTableWrapper{
+		innerDataTable:       dataTable,
+		supportedDataColumns: supportedDataColumns,
+		rowParser:            rowParser,
+	}
+}

pkg/converters/datatable/common_transaction_data_table.go

@@ -1,114 +0,0 @@
-package datatable
-
-import (
-	"github.com/mayswind/ezbookkeeping/pkg/core"
-	"github.com/mayswind/ezbookkeeping/pkg/log"
-	"github.com/mayswind/ezbookkeeping/pkg/models"
-)
-
-// CommonTransactionDataTable defines the structure of common transaction data table
-type CommonTransactionDataTable struct {
-	innerDataTable       CommonDataTable
-	supportedDataColumns map[TransactionDataTableColumn]bool
-	rowParser            CommonTransactionDataRowParser
-}
-
-// CommonTransactionDataRow defines the structure of common transaction data row
-type CommonTransactionDataRow struct {
-	transactionDataTable *CommonTransactionDataTable
-	rowData              map[TransactionDataTableColumn]string
-	rowDataValid         bool
-}
-
-// CommonTransactionDataRowIterator defines the structure of common transaction data row iterator
-type CommonTransactionDataRowIterator struct {
-	transactionDataTable *CommonTransactionDataTable
-	innerIterator        CommonDataRowIterator
-}
-
-// CommonTransactionDataRowParser defines the structure of common transaction data row parser
-type CommonTransactionDataRowParser interface {
-	// Parse returns the converted transaction data row
-	Parse(ctx core.Context, user *models.User, dataTable *CommonTransactionDataTable, dataRow CommonDataRow, rowId string) (rowData map[TransactionDataTableColumn]string, rowDataValid bool, err error)
-}
-
-// HasColumn returns whether the data table has specified column
-func (t *CommonTransactionDataTable) HasColumn(column TransactionDataTableColumn) bool {
-	_, exists := t.supportedDataColumns[column]
-	return exists
-}
-
-// HasOriginalColumn returns whether the original data table has specified column name
-func (t *CommonTransactionDataTable) HasOriginalColumn(columnName string) bool {
-	return columnName != "" && t.innerDataTable.HasColumn(columnName)
-}
-
-// TransactionRowCount returns the total count of transaction data row
-func (t *CommonTransactionDataTable) TransactionRowCount() int {
-	return t.innerDataTable.DataRowCount()
-}
-
-// TransactionRowIterator returns the iterator of transaction data row
-func (t *CommonTransactionDataTable) TransactionRowIterator() TransactionDataRowIterator {
-	return &CommonTransactionDataRowIterator{
-		transactionDataTable: t,
-		innerIterator:        t.innerDataTable.DataRowIterator(),
-	}
-}
-
-// IsValid returns whether this row is valid data for importing
-func (r *CommonTransactionDataRow) IsValid() bool {
-	return r.rowDataValid
-}
-
-// GetData returns the data in the specified column type
-func (r *CommonTransactionDataRow) GetData(column TransactionDataTableColumn) string {
-	if !r.rowDataValid {
-		return ""
-	}
-
-	_, exists := r.transactionDataTable.supportedDataColumns[column]
-
-	if !exists {
-		return ""
-	}
-
-	return r.rowData[column]
-}
-
-// HasNext returns whether the iterator does not reach the end
-func (t *CommonTransactionDataRowIterator) HasNext() bool {
-	return t.innerIterator.HasNext()
-}
-
-// Next returns the next transaction data row
-func (t *CommonTransactionDataRowIterator) Next(ctx core.Context, user *models.User) (daraRow TransactionDataRow, err error) {
-	commonRow := t.innerIterator.Next()
-
-	if commonRow == nil {
-		return nil, nil
-	}
-
-	rowId := t.innerIterator.CurrentRowId()
-	rowData, rowDataValid, err := t.transactionDataTable.rowParser.Parse(ctx, user, t.transactionDataTable, commonRow, rowId)
-
-	if err != nil {
-		log.Errorf(ctx, "[common_transaction_data_table.Next] cannot parse data row, because %s", err.Error())
-		return nil, err
-	}
-
-	return &CommonTransactionDataRow{
-		transactionDataTable: t.transactionDataTable,
-		rowData:              rowData,
-		rowDataValid:         rowDataValid,
-	}, nil
-}
-
-// CreateNewCommonTransactionDataTable returns transaction data table from Common data table
-func CreateNewCommonTransactionDataTable(dataTable CommonDataTable, supportedDataColumns map[TransactionDataTableColumn]bool, rowParser CommonTransactionDataRowParser) *CommonTransactionDataTable {
-	return &CommonTransactionDataTable{
-		innerDataTable:       dataTable,
-		supportedDataColumns: supportedDataColumns,
-		rowParser:            rowParser,
-	}
-}

pkg/converters/datatable/data_table_transaction_data_converter.go

@@ -1,572 +0,0 @@
-package datatable
-
-import (
-	"fmt"
-	"sort"
-	"strings"
-	"time"
-
-	"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"
-	"github.com/mayswind/ezbookkeeping/pkg/validators"
-)
-
-// DataTableTransactionDataExporter defines the structure of plain text data table exporter for transaction data
-type DataTableTransactionDataExporter struct {
-	transactionTypeMapping  map[models.TransactionType]string
-	geoLocationSeparator    string
-	transactionTagSeparator string
-}
-
-// DataTableTransactionDataImporter defines the structure of plain text data table importer for transaction data
-type DataTableTransactionDataImporter struct {
-	transactionTypeMapping  map[models.TransactionType]string
-	geoLocationSeparator    string
-	transactionTagSeparator string
-}
-
-// CreateNewExporter returns a new data table transaction data exporter according to the specified arguments
-func CreateNewExporter(transactionTypeMapping map[models.TransactionType]string, geoLocationSeparator string, transactionTagSeparator string) *DataTableTransactionDataExporter {
-	return &DataTableTransactionDataExporter{
-		transactionTypeMapping:  transactionTypeMapping,
-		geoLocationSeparator:    geoLocationSeparator,
-		transactionTagSeparator: transactionTagSeparator,
-	}
-}
-
-// CreateNewImporter returns a new data table transaction data importer according to the specified arguments
-func CreateNewImporter(transactionTypeMapping map[models.TransactionType]string, geoLocationSeparator string, transactionTagSeparator string) *DataTableTransactionDataImporter {
-	return &DataTableTransactionDataImporter{
-		transactionTypeMapping:  transactionTypeMapping,
-		geoLocationSeparator:    geoLocationSeparator,
-		transactionTagSeparator: transactionTagSeparator,
-	}
-}
-
-// CreateNewSimpleImporter returns a new data table transaction data importer according to the specified arguments
-func CreateNewSimpleImporter(transactionTypeMapping map[models.TransactionType]string) *DataTableTransactionDataImporter {
-	return &DataTableTransactionDataImporter{
-		transactionTypeMapping: transactionTypeMapping,
-	}
-}
-
-// BuildExportedContent writes the exported transaction data to the data table builder
-func (c *DataTableTransactionDataExporter) BuildExportedContent(ctx core.Context, dataTableBuilder TransactionDataTableBuilder, uid int64, transactions []*models.Transaction, accountMap map[int64]*models.Account, categoryMap map[int64]*models.TransactionCategory, tagMap map[int64]*models.TransactionTag, allTagIndexes map[int64][]int64) error {
-	for i := 0; i < len(transactions); i++ {
-		transaction := transactions[i]
-
-		if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_IN {
-			continue
-		}
-
-		dataRowMap := make(map[TransactionDataTableColumn]string, 15)
-		transactionTimeZone := time.FixedZone("Transaction Timezone", int(transaction.TimezoneUtcOffset)*60)
-
-		dataRowMap[TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = utils.FormatUnixTimeToLongDateTime(utils.GetUnixTimeFromTransactionTime(transaction.TransactionTime), transactionTimeZone)
-		dataRowMap[TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] = utils.FormatTimezoneOffset(transactionTimeZone)
-		dataRowMap[TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = dataTableBuilder.ReplaceDelimiters(c.getDisplayTransactionTypeName(transaction.Type))
-		dataRowMap[TRANSACTION_DATA_TABLE_CATEGORY] = c.getExportedTransactionCategoryName(dataTableBuilder, transaction.CategoryId, categoryMap)
-		dataRowMap[TRANSACTION_DATA_TABLE_SUB_CATEGORY] = c.getExportedTransactionSubCategoryName(dataTableBuilder, transaction.CategoryId, categoryMap)
-		dataRowMap[TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = c.getExportedAccountName(dataTableBuilder, transaction.AccountId, accountMap)
-		dataRowMap[TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY] = c.getAccountCurrency(dataTableBuilder, transaction.AccountId, accountMap)
-		dataRowMap[TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(transaction.Amount)
-
-		if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
-			dataRowMap[TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = c.getExportedAccountName(dataTableBuilder, transaction.RelatedAccountId, accountMap)
-			dataRowMap[TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY] = c.getAccountCurrency(dataTableBuilder, transaction.RelatedAccountId, accountMap)
-			dataRowMap[TRANSACTION_DATA_TABLE_RELATED_AMOUNT] = utils.FormatAmount(transaction.RelatedAccountAmount)
-		}
-
-		dataRowMap[TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION] = c.getExportedGeographicLocation(transaction)
-		dataRowMap[TRANSACTION_DATA_TABLE_TAGS] = c.getExportedTags(dataTableBuilder, transaction.TransactionId, allTagIndexes, tagMap)
-		dataRowMap[TRANSACTION_DATA_TABLE_DESCRIPTION] = dataTableBuilder.ReplaceDelimiters(transaction.Comment)
-
-		dataTableBuilder.AppendTransaction(dataRowMap)
-	}
-
-	return nil
-}
-
-func (c *DataTableTransactionDataExporter) getDisplayTransactionTypeName(transactionDbType models.TransactionDbType) string {
-	transactionType, err := transactionDbType.ToTransactionType()
-
-	if err != nil {
-		return ""
-	}
-
-	transactionTypeName, exists := c.transactionTypeMapping[transactionType]
-
-	if !exists {
-		return ""
-	}
-
-	return transactionTypeName
-}
-
-func (c *DataTableTransactionDataExporter) getExportedTransactionCategoryName(dataTableBuilder TransactionDataTableBuilder, categoryId int64, categoryMap map[int64]*models.TransactionCategory) string {
-	category, exists := categoryMap[categoryId]
-
-	if !exists {
-		return ""
-	}
-
-	if category.ParentCategoryId == 0 {
-		return dataTableBuilder.ReplaceDelimiters(category.Name)
-	}
-
-	parentCategory, exists := categoryMap[category.ParentCategoryId]
-
-	if !exists {
-		return ""
-	}
-
-	return dataTableBuilder.ReplaceDelimiters(parentCategory.Name)
-}
-
-func (c *DataTableTransactionDataExporter) getExportedTransactionSubCategoryName(dataTableBuilder TransactionDataTableBuilder, categoryId int64, categoryMap map[int64]*models.TransactionCategory) string {
-	category, exists := categoryMap[categoryId]
-
-	if exists {
-		return dataTableBuilder.ReplaceDelimiters(category.Name)
-	} else {
-		return ""
-	}
-}
-
-func (c *DataTableTransactionDataExporter) getExportedAccountName(dataTableBuilder TransactionDataTableBuilder, accountId int64, accountMap map[int64]*models.Account) string {
-	account, exists := accountMap[accountId]
-
-	if exists {
-		return dataTableBuilder.ReplaceDelimiters(account.Name)
-	} else {
-		return ""
-	}
-}
-
-func (c *DataTableTransactionDataExporter) getAccountCurrency(dataTableBuilder TransactionDataTableBuilder, accountId int64, accountMap map[int64]*models.Account) string {
-	account, exists := accountMap[accountId]
-
-	if exists {
-		return dataTableBuilder.ReplaceDelimiters(account.Currency)
-	} else {
-		return ""
-	}
-}
-
-func (c *DataTableTransactionDataExporter) getExportedGeographicLocation(transaction *models.Transaction) string {
-	if transaction.GeoLongitude != 0 || transaction.GeoLatitude != 0 {
-		return fmt.Sprintf("%f%s%f", transaction.GeoLongitude, c.geoLocationSeparator, transaction.GeoLatitude)
-	}
-
-	return ""
-}
-
-func (c *DataTableTransactionDataExporter) getExportedTags(dataTableBuilder TransactionDataTableBuilder, transactionId int64, allTagIndexes map[int64][]int64, tagMap map[int64]*models.TransactionTag) string {
-	tagIndexes, exists := allTagIndexes[transactionId]
-
-	if !exists {
-		return ""
-	}
-
-	var ret strings.Builder
-
-	for i := 0; i < len(tagIndexes); i++ {
-		tagIndex := tagIndexes[i]
-		tag, exists := tagMap[tagIndex]
-
-		if !exists {
-			continue
-		}
-
-		if ret.Len() > 0 {
-			ret.WriteString(c.transactionTagSeparator)
-		}
-
-		ret.WriteString(strings.Replace(tag.Name, c.transactionTagSeparator, " ", -1))
-	}
-
-	return dataTableBuilder.ReplaceDelimiters(ret.String())
-}
-
-// ParseImportedData returns the imported transaction data
-func (c *DataTableTransactionDataImporter) ParseImportedData(ctx core.Context, user *models.User, dataTable TransactionDataTable, defaultTimezoneOffset int16, 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.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
-	if dataTable.TransactionRowCount() < 1 {
-		log.Errorf(ctx, "[data_table_transaction_data_converter.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
-	}
-
-	nameDbTypeMap, err := c.buildTransactionTypeNameDbTypeMap()
-
-	if err != nil {
-		return nil, nil, nil, nil, nil, nil, err
-	}
-
-	if !dataTable.HasColumn(TRANSACTION_DATA_TABLE_TRANSACTION_TIME) ||
-		!dataTable.HasColumn(TRANSACTION_DATA_TABLE_TRANSACTION_TYPE) ||
-		!dataTable.HasColumn(TRANSACTION_DATA_TABLE_SUB_CATEGORY) ||
-		!dataTable.HasColumn(TRANSACTION_DATA_TABLE_ACCOUNT_NAME) ||
-		!dataTable.HasColumn(TRANSACTION_DATA_TABLE_AMOUNT) ||
-		!dataTable.HasColumn(TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME) {
-		log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse import data for user \"uid:%d\", because missing essential columns in header row", user.Uid)
-		return nil, nil, nil, nil, nil, nil, errs.ErrMissingRequiredFieldInHeaderRow
-	}
-
-	if accountMap == nil {
-		accountMap = make(map[string]*models.Account)
-	}
-
-	if expenseCategoryMap == nil {
-		expenseCategoryMap = make(map[string]*models.TransactionCategory)
-	}
-
-	if incomeCategoryMap == nil {
-		incomeCategoryMap = make(map[string]*models.TransactionCategory)
-	}
-
-	if transferCategoryMap == nil {
-		transferCategoryMap = make(map[string]*models.TransactionCategory)
-	}
-
-	if tagMap == nil {
-		tagMap = make(map[string]*models.TransactionTag)
-	}
-
-	allNewTransactions := make(models.ImportedTransactionSlice, 0, dataTable.TransactionRowCount())
-	allNewAccounts := make([]*models.Account, 0)
-	allNewSubExpenseCategories := make([]*models.TransactionCategory, 0)
-	allNewSubIncomeCategories := make([]*models.TransactionCategory, 0)
-	allNewSubTransferCategories := make([]*models.TransactionCategory, 0)
-	allNewTags := make([]*models.TransactionTag, 0)
-
-	dataRowIterator := dataTable.TransactionRowIterator()
-	dataRowIndex := 0
-
-	for dataRowIterator.HasNext() {
-		dataRowIndex++
-		dataRow, err := dataRowIterator.Next(ctx, user)
-
-		if err != nil {
-			log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse data row \"index:%d\" for user \"uid:%d\", because %s", dataRowIndex, user.Uid, err.Error())
-			return nil, nil, nil, nil, nil, nil, err
-		}
-
-		if !dataRow.IsValid() {
-			continue
-		}
-
-		timezoneOffset := defaultTimezoneOffset
-
-		if dataTable.HasColumn(TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE) {
-			transactionTimezone, err := utils.ParseFromTimezoneOffset(dataRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE))
-
-			if err != nil {
-				log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse time zone \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE), dataRowIndex, user.Uid, err.Error())
-				return nil, nil, nil, nil, nil, nil, errs.ErrTransactionTimeZoneInvalid
-			}
-
-			timezoneOffset = utils.GetTimezoneOffsetMinutes(transactionTimezone)
-		}
-
-		transactionTime, err := utils.ParseFromLongDateTime(dataRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TIME), timezoneOffset)
-
-		if err != nil {
-			log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse time \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TIME), dataRowIndex, user.Uid, err.Error())
-			return nil, nil, nil, nil, nil, nil, errs.ErrTransactionTimeInvalid
-		}
-
-		transactionDbType, err := c.getTransactionDbType(nameDbTypeMap, dataRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TYPE))
-
-		if err != nil {
-			log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse transaction type \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TYPE), dataRowIndex, user.Uid, err.Error())
-			return nil, nil, nil, nil, nil, nil, errs.Or(err, errs.ErrTransactionTypeInvalid)
-		}
-
-		categoryId := int64(0)
-		subCategoryName := ""
-
-		if transactionDbType != models.TRANSACTION_DB_TYPE_MODIFY_BALANCE {
-			transactionCategoryType, err := c.getTransactionCategoryType(transactionDbType)
-
-			if err != nil {
-				log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse transaction category type in data row \"index:%d\" for user \"uid:%d\", because %s", dataRowIndex, user.Uid, err.Error())
-				return nil, nil, nil, nil, nil, nil, errs.Or(err, errs.ErrTransactionTypeInvalid)
-			}
-
-			subCategoryName = dataRow.GetData(TRANSACTION_DATA_TABLE_SUB_CATEGORY)
-
-			if transactionDbType == models.TRANSACTION_DB_TYPE_EXPENSE {
-				subCategory, exists := expenseCategoryMap[subCategoryName]
-
-				if !exists {
-					subCategory = c.createNewTransactionCategoryModel(user.Uid, subCategoryName, transactionCategoryType)
-					allNewSubExpenseCategories = append(allNewSubExpenseCategories, subCategory)
-					expenseCategoryMap[subCategoryName] = subCategory
-				}
-
-				categoryId = subCategory.CategoryId
-			} else if transactionDbType == models.TRANSACTION_DB_TYPE_INCOME {
-				subCategory, exists := incomeCategoryMap[subCategoryName]
-
-				if !exists {
-					subCategory = c.createNewTransactionCategoryModel(user.Uid, subCategoryName, transactionCategoryType)
-					allNewSubIncomeCategories = append(allNewSubIncomeCategories, subCategory)
-					incomeCategoryMap[subCategoryName] = subCategory
-				}
-
-				categoryId = subCategory.CategoryId
-			} else if transactionDbType == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
-				subCategory, exists := transferCategoryMap[subCategoryName]
-
-				if !exists {
-					subCategory = c.createNewTransactionCategoryModel(user.Uid, subCategoryName, transactionCategoryType)
-					allNewSubTransferCategories = append(allNewSubTransferCategories, subCategory)
-					transferCategoryMap[subCategoryName] = subCategory
-				}
-
-				categoryId = subCategory.CategoryId
-			}
-		}
-
-		accountName := dataRow.GetData(TRANSACTION_DATA_TABLE_ACCOUNT_NAME)
-		accountCurrency := user.DefaultCurrency
-
-		if dataTable.HasColumn(TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY) {
-			accountCurrency = dataRow.GetData(TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY)
-
-			if _, ok := validators.AllCurrencyNames[accountCurrency]; !ok {
-				log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] account currency \"%s\" is not supported in data row \"index:%d\" for user \"uid:%d\"", accountCurrency, dataRowIndex, user.Uid)
-				return nil, nil, nil, nil, nil, nil, errs.ErrAccountCurrencyInvalid
-			}
-		}
-
-		account, exists := accountMap[accountName]
-
-		if !exists {
-			account = c.createNewAccountModel(user.Uid, accountName, accountCurrency)
-			allNewAccounts = append(allNewAccounts, account)
-			accountMap[accountName] = account
-		}
-
-		if dataTable.HasColumn(TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY) {
-			if account.Name != "" && account.Currency != accountCurrency {
-				log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] currency \"%s\" in data row \"index:%d\" not equals currency \"%s\" of the account for user \"uid:%d\"", accountCurrency, dataRowIndex, account.Currency, user.Uid)
-				return nil, nil, nil, nil, nil, nil, errs.ErrAccountCurrencyInvalid
-			}
-		} else if exists {
-			accountCurrency = account.Currency
-		}
-
-		amount, err := utils.ParseAmount(dataRow.GetData(TRANSACTION_DATA_TABLE_AMOUNT))
-
-		if err != nil {
-			log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse acmount \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(TRANSACTION_DATA_TABLE_AMOUNT), dataRowIndex, user.Uid, err.Error())
-			return nil, nil, nil, nil, nil, nil, errs.ErrAmountInvalid
-		}
-
-		relatedAccountId := int64(0)
-		relatedAccountAmount := int64(0)
-		account2Name := ""
-		account2Currency := ""
-
-		if transactionDbType == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
-			account2Name = dataRow.GetData(TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME)
-			account2Currency = user.DefaultCurrency
-
-			if dataTable.HasColumn(TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY) {
-				account2Currency = dataRow.GetData(TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY)
-
-				if _, ok := validators.AllCurrencyNames[account2Currency]; !ok {
-					log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] account2 currency \"%s\" is not supported in data row \"index:%d\" for user \"uid:%d\"", account2Currency, dataRowIndex, user.Uid)
-					return nil, nil, nil, nil, nil, nil, errs.ErrAccountCurrencyInvalid
-				}
-			}
-
-			account2, exists := accountMap[account2Name]
-
-			if !exists {
-				account2 = c.createNewAccountModel(user.Uid, account2Name, account2Currency)
-				allNewAccounts = append(allNewAccounts, account2)
-				accountMap[account2Name] = account2
-			}
-
-			if dataTable.HasColumn(TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY) {
-				if account2.Name != "" && account2.Currency != account2Currency {
-					log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] currency \"%s\" in data row \"index:%d\" not equals currency \"%s\" of the account2 for user \"uid:%d\"", account2Currency, dataRowIndex, account2.Currency, user.Uid)
-					return nil, nil, nil, nil, nil, nil, errs.ErrAccountCurrencyInvalid
-				}
-			} else if exists {
-				account2Currency = account2.Currency
-			}
-
-			relatedAccountId = account2.AccountId
-
-			if dataTable.HasColumn(TRANSACTION_DATA_TABLE_RELATED_AMOUNT) {
-				relatedAccountAmount, err = utils.ParseAmount(dataRow.GetData(TRANSACTION_DATA_TABLE_RELATED_AMOUNT))
-
-				if err != nil {
-					log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse acmount2 \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(TRANSACTION_DATA_TABLE_RELATED_AMOUNT), dataRowIndex, user.Uid, err.Error())
-					return nil, nil, nil, nil, nil, nil, errs.ErrAmountInvalid
-				}
-			} else if transactionDbType == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
-				relatedAccountAmount = amount
-			}
-		}
-
-		geoLongitude := float64(0)
-		geoLatitude := float64(0)
-
-		if dataTable.HasColumn(TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION) {
-			geoLocationItems := strings.Split(dataRow.GetData(TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION), c.geoLocationSeparator)
-
-			if len(geoLocationItems) == 2 {
-				geoLongitude, err = utils.StringToFloat64(geoLocationItems[0])
-
-				if err != nil {
-					log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse geographic location \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION), dataRowIndex, user.Uid, err.Error())
-					return nil, nil, nil, nil, nil, nil, errs.ErrGeographicLocationInvalid
-				}
-
-				geoLatitude, err = utils.StringToFloat64(geoLocationItems[1])
-
-				if err != nil {
-					log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse geographic location \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION), dataRowIndex, user.Uid, err.Error())
-					return nil, nil, nil, nil, nil, nil, errs.ErrGeographicLocationInvalid
-				}
-			}
-		}
-
-		var tagIds []string
-		var tagNames []string
-
-		if dataTable.HasColumn(TRANSACTION_DATA_TABLE_TAGS) {
-			tagNameItems := strings.Split(dataRow.GetData(TRANSACTION_DATA_TABLE_TAGS), c.transactionTagSeparator)
-
-			for i := 0; i < len(tagNameItems); i++ {
-				tagName := tagNameItems[i]
-
-				if tagName == "" {
-					continue
-				}
-
-				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)
-			}
-		}
-
-		description := ""
-
-		if dataTable.HasColumn(TRANSACTION_DATA_TABLE_DESCRIPTION) {
-			description = dataRow.GetData(TRANSACTION_DATA_TABLE_DESCRIPTION)
-		}
-
-		transaction := &models.ImportTransaction{
-			Transaction: &models.Transaction{
-				Uid:                  user.Uid,
-				Type:                 transactionDbType,
-				CategoryId:           categoryId,
-				TransactionTime:      utils.GetMinTransactionTimeFromUnixTime(transactionTime.Unix()),
-				TimezoneUtcOffset:    timezoneOffset,
-				AccountId:            account.AccountId,
-				Amount:               amount,
-				HideAmount:           false,
-				RelatedAccountId:     relatedAccountId,
-				RelatedAccountAmount: relatedAccountAmount,
-				Comment:              description,
-				GeoLongitude:         geoLongitude,
-				GeoLatitude:          geoLatitude,
-				CreatedIp:            "127.0.0.1",
-			},
-			TagIds:                             tagIds,
-			OriginalCategoryName:               subCategoryName,
-			OriginalSourceAccountName:          accountName,
-			OriginalSourceAccountCurrency:      accountCurrency,
-			OriginalDestinationAccountName:     account2Name,
-			OriginalDestinationAccountCurrency: account2Currency,
-			OriginalTagNames:                   tagNames,
-		}
-
-		allNewTransactions = append(allNewTransactions, transaction)
-	}
-
-	if len(allNewTransactions) < 1 {
-		log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] no transaction data parsed for \"uid:%d\"", user.Uid)
-		return nil, nil, nil, nil, nil, nil, errs.ErrNotFoundTransactionDataInFile
-	}
-
-	sort.Sort(allNewTransactions)
-
-	return allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, nil
-}
-
-func (c *DataTableTransactionDataImporter) buildTransactionTypeNameDbTypeMap() (map[string]models.TransactionDbType, error) {
-	if c.transactionTypeMapping == nil {
-		return nil, errs.ErrTransactionTypeInvalid
-	}
-
-	nameDbTypeMap := make(map[string]models.TransactionDbType, len(c.transactionTypeMapping))
-	nameDbTypeMap[c.transactionTypeMapping[models.TRANSACTION_TYPE_MODIFY_BALANCE]] = models.TRANSACTION_DB_TYPE_MODIFY_BALANCE
-	nameDbTypeMap[c.transactionTypeMapping[models.TRANSACTION_TYPE_INCOME]] = models.TRANSACTION_DB_TYPE_INCOME
-	nameDbTypeMap[c.transactionTypeMapping[models.TRANSACTION_TYPE_EXPENSE]] = models.TRANSACTION_DB_TYPE_EXPENSE
-	nameDbTypeMap[c.transactionTypeMapping[models.TRANSACTION_TYPE_TRANSFER]] = models.TRANSACTION_DB_TYPE_TRANSFER_OUT
-
-	return nameDbTypeMap, nil
-}
-
-func (c *DataTableTransactionDataImporter) getTransactionDbType(nameDbTypeMap map[string]models.TransactionDbType, transactionTypeName string) (models.TransactionDbType, error) {
-	transactionType, exists := nameDbTypeMap[transactionTypeName]
-
-	if !exists {
-		return 0, errs.ErrTransactionTypeInvalid
-	}
-
-	return transactionType, nil
-}
-
-func (c *DataTableTransactionDataImporter) getTransactionCategoryType(transactionType models.TransactionDbType) (models.TransactionCategoryType, error) {
-	if transactionType == models.TRANSACTION_DB_TYPE_INCOME {
-		return models.CATEGORY_TYPE_INCOME, nil
-	} else if transactionType == models.TRANSACTION_DB_TYPE_EXPENSE {
-		return models.CATEGORY_TYPE_EXPENSE, nil
-	} else if transactionType == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
-		return models.CATEGORY_TYPE_TRANSFER, nil
-	} else {
-		return 0, errs.ErrTransactionTypeInvalid
-	}
-}
-
-func (c *DataTableTransactionDataImporter) createNewAccountModel(uid int64, accountName string, currency string) *models.Account {
-	return &models.Account{
-		Uid:      uid,
-		Name:     accountName,
-		Currency: currency,
-	}
-}
-
-func (c *DataTableTransactionDataImporter) createNewTransactionCategoryModel(uid int64, categoryName string, transactionCategoryType models.TransactionCategoryType) *models.TransactionCategory {
-	return &models.TransactionCategory{
-		Uid:  uid,
-		Name: categoryName,
-		Type: transactionCategoryType,
-	}
-}
-
-func (c *DataTableTransactionDataImporter) createNewTransactionTagModel(uid int64, tagName string) *models.TransactionTag {
-	return &models.TransactionTag{
-		Uid:  uid,
-		Name: tagName,
-	}
-}

pkg/converters/datatable/imported_common_data_table.go

@@ -1,107 +0,0 @@
-package datatable
-
-// ImportedCommonDataTable defines the structure of imported common data table
-type ImportedCommonDataTable struct {
-	innerDataTable    ImportedDataTable
-	dataColumnIndexes map[string]int
-}
-
-// ImportedCommonDataRow defines the structure of imported common data row
-type ImportedCommonDataRow struct {
-	rowData map[string]string
-}
-
-// ImportedCommonDataRowIterator defines the structure of imported common data row iterator
-type ImportedCommonDataRowIterator struct {
-	commonDataTable *ImportedCommonDataTable
-	innerIterator   ImportedDataRowIterator
-}
-
-// HeaderColumnCount returns the total count of column in header row
-func (t *ImportedCommonDataTable) HeaderColumnCount() int {
-	return len(t.innerDataTable.HeaderColumnNames())
-}
-
-// HasColumn returns whether the data table has specified column name
-func (t *ImportedCommonDataTable) HasColumn(columnName string) bool {
-	index, exists := t.dataColumnIndexes[columnName]
-	return exists && index >= 0
-}
-
-// DataRowCount returns the total count of common data row
-func (t *ImportedCommonDataTable) DataRowCount() int {
-	return t.innerDataTable.DataRowCount()
-}
-
-// DataRowIterator returns the iterator of common data row
-func (t *ImportedCommonDataTable) DataRowIterator() CommonDataRowIterator {
-	return &ImportedCommonDataRowIterator{
-		commonDataTable: t,
-		innerIterator:   t.innerDataTable.DataRowIterator(),
-	}
-}
-
-// HasData returns whether the common data row has specified column data
-func (r *ImportedCommonDataRow) HasData(columnName string) bool {
-	_, exists := r.rowData[columnName]
-	return exists
-}
-
-// ColumnCount returns the total count of column in this data row
-func (r *ImportedCommonDataRow) ColumnCount() int {
-	return len(r.rowData)
-}
-
-// GetData returns the data in the specified column name
-func (r *ImportedCommonDataRow) GetData(columnName string) string {
-	return r.rowData[columnName]
-}
-
-// HasNext returns whether the iterator does not reach the end
-func (t *ImportedCommonDataRowIterator) HasNext() bool {
-	return t.innerIterator.HasNext()
-}
-
-// CurrentRowId returns current row id
-func (t *ImportedCommonDataRowIterator) CurrentRowId() string {
-	return t.innerIterator.CurrentRowId()
-}
-
-// Next returns the next common data row
-func (t *ImportedCommonDataRowIterator) Next() CommonDataRow {
-	importedRow := t.innerIterator.Next()
-
-	if importedRow == nil {
-		return nil
-	}
-
-	rowData := make(map[string]string, len(t.commonDataTable.dataColumnIndexes))
-
-	for column, columnIndex := range t.commonDataTable.dataColumnIndexes {
-		if columnIndex < 0 || columnIndex >= importedRow.ColumnCount() {
-			continue
-		}
-
-		value := importedRow.GetData(columnIndex)
-		rowData[column] = value
-	}
-
-	return &ImportedCommonDataRow{
-		rowData: rowData,
-	}
-}
-
-// CreateNewImportedCommonDataTable returns common data table from imported data table
-func CreateNewImportedCommonDataTable(dataTable ImportedDataTable) *ImportedCommonDataTable {
-	headerLineItems := dataTable.HeaderColumnNames()
-	dataColumnIndexes := make(map[string]int, len(headerLineItems))
-
-	for i := 0; i < len(headerLineItems); i++ {
-		dataColumnIndexes[headerLineItems[i]] = i
-	}
-
-	return &ImportedCommonDataTable{
-		innerDataTable:    dataTable,
-		dataColumnIndexes: dataColumnIndexes,
-	}
-}

pkg/converters/datatable/transaction_data_table.go

@@ -73,3 +73,6 @@ const (
 	TRANSACTION_DATA_TABLE_TAGS                     TransactionDataTableColumn = 13
 	TRANSACTION_DATA_TABLE_DESCRIPTION              TransactionDataTableColumn = 14
 )
+
+// TRANSACTION_DATA_TABLE_TIMEZONE_NOT_AVAILABLE represents the constant for timezone not available
+const TRANSACTION_DATA_TABLE_TIMEZONE_NOT_AVAILABLE = "TIMEZONE_NOT_AVAILABLE"

pkg/converters/default/default_transaction_data_plain_text_converter.go

@@ -1,6 +1,7 @@
 package _default
 
 import (
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
 	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/models"
@@ -13,6 +14,7 @@ type defaultTransactionDataPlainTextConverter struct {
 
 const ezbookkeepingLineSeparator = "\n"
 const ezbookkeepingGeoLocationSeparator = " "
+const ezbookkeepingGeoLocationOrder = converter.TRANSACTION_GEO_LOCATION_ORDER_LONGITUDE_LATITUDE
 const ezbookkeepingTagSeparator = ";"
 
 var ezbookkeepingDataColumnNameMapping = map[datatable.TransactionDataTableColumn]string{
@@ -66,7 +68,7 @@ func (c *defaultTransactionDataPlainTextConverter) ToExportedContent(ctx core.Co
 		ezbookkeepingLineSeparator,
 	)
 
-	dataTableExporter := datatable.CreateNewExporter(
+	dataTableExporter := converter.CreateNewExporter(
 		ezbookkeepingTransactionTypeNameMapping,
 		ezbookkeepingGeoLocationSeparator,
 		ezbookkeepingTagSeparator,
@@ -82,7 +84,7 @@ func (c *defaultTransactionDataPlainTextConverter) ToExportedContent(ctx core.Co
 }
 
 // ParseImportedData returns the imported data by parsing the transaction plain text data
-func (c *defaultTransactionDataPlainTextConverter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, 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.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
+func (c *defaultTransactionDataPlainTextConverter) 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) {
 	dataTable, err := createNewDefaultPlainTextDataTable(
 		string(data),
 		c.columnSeparator,
@@ -93,11 +95,12 @@ func (c *defaultTransactionDataPlainTextConverter) ParseImportedData(ctx core.Co
 		return nil, nil, nil, nil, nil, nil, err
 	}
 
-	transactionDataTable := datatable.CreateNewImportedTransactionDataTable(dataTable, ezbookkeepingDataColumnNameMapping)
+	transactionDataTable := datatable.CreateNewTransactionDataTableFromBasicDataTable(dataTable, ezbookkeepingDataColumnNameMapping)
 
-	dataTableImporter := datatable.CreateNewImporter(
+	dataTableImporter := converter.CreateNewImporterWithTypeNameMapping(
 		ezbookkeepingTransactionTypeNameMapping,
 		ezbookkeepingGeoLocationSeparator,
+		ezbookkeepingGeoLocationOrder,
 		ezbookkeepingTagSeparator,
 	)
 

pkg/converters/default/default_transaction_plain_text_data_table.go

@@ -52,7 +52,7 @@ func (t *defaultPlainTextDataTable) HeaderColumnNames() []string {
 }
 
 // DataRowIterator returns the iterator of data row
-func (t *defaultPlainTextDataTable) DataRowIterator() datatable.ImportedDataRowIterator {
+func (t *defaultPlainTextDataTable) DataRowIterator() datatable.BasicDataTableRowIterator {
 	return &defaultPlainTextDataRowIterator{
 		dataTable:    t,
 		currentIndex: 0,
@@ -83,8 +83,8 @@ func (t *defaultPlainTextDataRowIterator) CurrentRowId() string {
 	return fmt.Sprintf("line#%d", t.currentIndex)
 }
 
-// Next returns the next imported data row
-func (t *defaultPlainTextDataRowIterator) Next() datatable.ImportedDataRow {
+// Next returns the next basic data row
+func (t *defaultPlainTextDataRowIterator) Next() datatable.BasicDataTableRow {
 	if t.currentIndex+1 >= len(t.dataTable.allLines) {
 		return nil
 	}

pkg/converters/dsv/custom_transaction_data_dsv_file_importer.go

@@ -0,0 +1,240 @@
+package dsv
+
+import (
+	"bytes"
+	"encoding/csv"
+	"io"
+	"strings"
+
+	"golang.org/x/text/encoding"
+	"golang.org/x/text/encoding/charmap"
+	"golang.org/x/text/encoding/japanese"
+	"golang.org/x/text/encoding/korean"
+	"golang.org/x/text/encoding/simplifiedchinese"
+	"golang.org/x/text/encoding/traditionalchinese"
+	"golang.org/x/text/encoding/unicode"
+	"golang.org/x/text/transform"
+
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
+	csvconverter "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 supportedFileTypeSeparators = map[string]rune{
+	"custom_csv": ',',
+	"custom_tsv": '\t',
+}
+
+var supportedFileEncodings = map[string]encoding.Encoding{
+	"utf-8":        unicode.UTF8,                                           // UTF-8
+	"utf-8-bom":    unicode.UTF8BOM,                                        // UTF-8 with BOM
+	"utf-16le":     unicode.UTF16(unicode.LittleEndian, unicode.IgnoreBOM), // UTF-16 Little Endian
+	"utf-16be":     unicode.UTF16(unicode.BigEndian, unicode.IgnoreBOM),    // UTF-16 Big Endian
+	"cp437":        charmap.CodePage437,                                    // OEM United States (CP-437)
+	"cp863":        charmap.CodePage863,                                    // OEM Canadian French (CP-863)
+	"cp037":        charmap.CodePage037,                                    // IBM EBCDIC US/Canada (CP-037)
+	"cp1047":       charmap.CodePage1047,                                   // IBM EBCDIC Open Systems (CP-1047)
+	"cp1140":       charmap.CodePage1140,                                   // IBM EBCDIC US/Canada with Euro (CP-1140)
+	"iso-8859-1":   charmap.ISO8859_1,                                      // Western European (ISO-8859-1)
+	"cp850":        charmap.CodePage850,                                    // Western European (CP-850)
+	"cp858":        charmap.CodePage858,                                    // Western European with Euro (CP-858)
+	"windows-1252": charmap.Windows1252,                                    // Western European (Windows-1252)
+	"iso-8859-15":  charmap.ISO8859_15,                                     // Western European (ISO-8859-15)
+	"iso-8859-4":   charmap.ISO8859_4,                                      // North European (ISO-8859-4)
+	"iso-8859-10":  charmap.ISO8859_10,                                     // North European (ISO-8859-10)
+	"cp865":        charmap.CodePage865,                                    // North European (CP-865)
+	"iso-8859-2":   charmap.ISO8859_2,                                      // Central European (ISO-8859-2)
+	"cp852":        charmap.CodePage852,                                    // Central European (CP-852)
+	"windows-1250": charmap.Windows1250,                                    // Central European (Windows-1250)
+	"iso-8859-14":  charmap.ISO8859_14,                                     // Celtic (ISO-8859-14)
+	"iso-8859-3":   charmap.ISO8859_3,                                      // South European (ISO-8859-3)
+	"cp860":        charmap.CodePage860,                                    // Portuguese (CP-860)
+	"iso-8859-7":   charmap.ISO8859_7,                                      // Greek (ISO-8859-7)
+	"windows-1253": charmap.Windows1253,                                    // Greek (Windows-1253)
+	"iso-8859-9":   charmap.ISO8859_9,                                      // Turkish (ISO-8859-9)
+	"windows-1254": charmap.Windows1254,                                    // Turkish (Windows-1254)
+	"iso-8859-13":  charmap.ISO8859_13,                                     // Baltic (ISO-8859-13)
+	"windows-1257": charmap.Windows1257,                                    // Baltic (Windows-1257)
+	"iso-8859-16":  charmap.ISO8859_16,                                     // South-Eastern European (ISO-8859-16)
+	"iso-8859-5":   charmap.ISO8859_5,                                      // Cyrillic (ISO-8859-5)
+	"cp855":        charmap.CodePage855,                                    // Cyrillic (CP-855)
+	"cp866":        charmap.CodePage866,                                    // Cyrillic (CP-866)
+	"windows-1251": charmap.Windows1251,                                    // Cyrillic (Windows-1251)
+	"koi8r":        charmap.KOI8R,                                          // Cyrillic (KOI8-R)
+	"koi8u":        charmap.KOI8U,                                          // Cyrillic (KOI8-U)
+	"iso-8859-6":   charmap.ISO8859_6,                                      // Arabic (ISO-8859-6)
+	"windows-1256": charmap.Windows1256,                                    // Arabic (Windows-1256)
+	"iso-8859-8":   charmap.ISO8859_8,                                      // Hebrew (ISO-8859-8)
+	"cp862":        charmap.CodePage862,                                    // Hebrew (CP-862)
+	"windows-1255": charmap.Windows1255,                                    // Hebrew (Windows-1255)
+	"windows-874":  charmap.Windows874,                                     // Thai (Windows-874)
+	"windows-1258": charmap.Windows1258,                                    // Vietnamese (Windows-1258)
+	"gb18030":      simplifiedchinese.GB18030,                              // Chinese (Simplified, GB18030)
+	"gbk":          simplifiedchinese.GBK,                                  // Chinese (Simplified, GBK)
+	"big5":         traditionalchinese.Big5,                                // Chinese (Traditional, Big5)
+	"euc-kr":       korean.EUCKR,                                           // Korean (EUC-KR)
+	"euc-jp":       japanese.EUCJP,                                         // Japanese (EUC-JP)
+	"iso-2022-jp":  japanese.ISO2022JP,                                     // Japanese (ISO-2022-JP)
+	"shift_jis":    japanese.ShiftJIS,                                      // Japanese (Shift JIS)
+}
+
+var customTransactionTypeNameMapping = map[models.TransactionType]string{
+	models.TRANSACTION_TYPE_MODIFY_BALANCE: utils.IntToString(int(models.TRANSACTION_TYPE_MODIFY_BALANCE)),
+	models.TRANSACTION_TYPE_INCOME:         utils.IntToString(int(models.TRANSACTION_TYPE_INCOME)),
+	models.TRANSACTION_TYPE_EXPENSE:        utils.IntToString(int(models.TRANSACTION_TYPE_EXPENSE)),
+	models.TRANSACTION_TYPE_TRANSFER:       utils.IntToString(int(models.TRANSACTION_TYPE_TRANSFER)),
+}
+
+type CustomTransactionDataDsvFileParser interface {
+	ParseDsvFileLines(ctx core.Context, data []byte) ([][]string, error)
+}
+
+// customTransactionDataDsvFileImporter defines the structure of custom dsv importer for transaction data
+type customTransactionDataDsvFileImporter struct {
+	fileEncoding               encoding.Encoding
+	separator                  rune
+	columnIndexMapping         map[datatable.TransactionDataTableColumn]int
+	transactionTypeNameMapping map[string]models.TransactionType
+	hasHeaderLine              bool
+	timeFormat                 string
+	timezoneFormat             string
+	amountDecimalSeparator     string
+	amountDigitGroupingSymbol  string
+	geoLocationSeparator       string
+	geoLocationOrder           converter.TransactionGeoLocationOrder
+	transactionTagSeparator    string
+}
+
+// ParseDsvFileLines returns the parsed file lines for specified the dsv file data
+func (c *customTransactionDataDsvFileImporter) ParseDsvFileLines(ctx core.Context, data []byte) ([][]string, error) {
+	reader := transform.NewReader(bytes.NewReader(data), c.fileEncoding.NewDecoder())
+	csvReader := csv.NewReader(reader)
+	csvReader.Comma = c.separator
+	csvReader.FieldsPerRecord = -1
+
+	allLines := make([][]string, 0)
+
+	for {
+		items, err := csvReader.Read()
+
+		if err == io.EOF {
+			break
+		}
+
+		if err != nil {
+			log.Errorf(ctx, "[custom_transaction_data_dsv_file_importer.ParseDsvFileLines] cannot parse dsv data, because %s", err.Error())
+			return nil, errs.ErrInvalidCSVFile
+		}
+
+		if len(items) == 1 && items[0] == "" {
+			continue
+		}
+
+		for index := range items {
+			items[index] = strings.Trim(items[index], " ")
+		}
+
+		allLines = append(allLines, items)
+	}
+
+	return allLines, nil
+}
+
+// ParseImportedData returns the imported data by parsing the custom transaction dsv data
+func (c *customTransactionDataDsvFileImporter) 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) {
+	allLines, err := c.ParseDsvFileLines(ctx, data)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	if !c.hasHeaderLine {
+		allLines = append([][]string{{}}, allLines...)
+	}
+
+	dataTable := csvconverter.CreateNewCustomCsvBasicDataTable(allLines)
+	transactionDataTable := CreateNewCustomPlainTextDataTable(dataTable, c.columnIndexMapping, c.transactionTypeNameMapping, c.timeFormat, c.timezoneFormat, c.amountDecimalSeparator, c.amountDigitGroupingSymbol)
+	dataTableImporter := converter.CreateNewImporterWithTypeNameMapping(customTransactionTypeNameMapping, c.geoLocationSeparator, c.geoLocationOrder, c.transactionTagSeparator)
+
+	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezoneOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+}
+
+// IsDelimiterSeparatedValuesFileType returns whether the file type is the delimiter-separated values file type
+func IsDelimiterSeparatedValuesFileType(fileType string) bool {
+	_, exists := supportedFileTypeSeparators[fileType]
+	return exists
+}
+
+// CreateNewCustomTransactionDataDsvFileParser returns a new custom dsv parser for transaction data
+func CreateNewCustomTransactionDataDsvFileParser(fileType string, fileEncoding string) (CustomTransactionDataDsvFileParser, error) {
+	separator, exists := supportedFileTypeSeparators[fileType]
+
+	if !exists {
+		return nil, errs.ErrImportFileTypeNotSupported
+	}
+
+	enc, exists := supportedFileEncodings[fileEncoding]
+
+	if !exists {
+		return nil, errs.ErrImportFileEncodingNotSupported
+	}
+
+	return &customTransactionDataDsvFileImporter{
+		fileEncoding: enc,
+		separator:    separator,
+	}, nil
+}
+
+// CreateNewCustomTransactionDataDsvFileImporter returns a new custom dsv importer for transaction data
+func CreateNewCustomTransactionDataDsvFileImporter(fileType string, fileEncoding string, columnIndexMapping map[datatable.TransactionDataTableColumn]int, transactionTypeNameMapping map[string]models.TransactionType, hasHeaderLine bool, timeFormat string, timezoneFormat string, amountDecimalSeparator string, amountDigitGroupingSymbol string, geoLocationSeparator string, geoLocationOrder string, transactionTagSeparator string) (converter.TransactionDataImporter, error) {
+	separator, exists := supportedFileTypeSeparators[fileType]
+
+	if !exists {
+		return nil, errs.ErrImportFileTypeNotSupported
+	}
+
+	enc, exists := supportedFileEncodings[fileEncoding]
+
+	if !exists {
+		return nil, errs.ErrImportFileEncodingNotSupported
+	}
+
+	if geoLocationOrder == "" {
+		geoLocationOrder = string(converter.TRANSACTION_GEO_LOCATION_ORDER_LONGITUDE_LATITUDE)
+	} else if geoLocationOrder != string(converter.TRANSACTION_GEO_LOCATION_ORDER_LONGITUDE_LATITUDE) &&
+		geoLocationOrder != string(converter.TRANSACTION_GEO_LOCATION_ORDER_LATITUDE_LONGITUDE) {
+		return nil, errs.ErrImportFileTypeNotSupported
+	}
+
+	if _, exists = columnIndexMapping[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME]; !exists {
+		return nil, errs.ErrMissingRequiredFieldInHeaderRow
+	}
+
+	if _, exists = columnIndexMapping[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE]; !exists {
+		return nil, errs.ErrMissingRequiredFieldInHeaderRow
+	}
+
+	if _, exists = columnIndexMapping[datatable.TRANSACTION_DATA_TABLE_AMOUNT]; !exists {
+		return nil, errs.ErrMissingRequiredFieldInHeaderRow
+	}
+
+	return &customTransactionDataDsvFileImporter{
+		fileEncoding:               enc,
+		separator:                  separator,
+		columnIndexMapping:         columnIndexMapping,
+		transactionTypeNameMapping: transactionTypeNameMapping,
+		hasHeaderLine:              hasHeaderLine,
+		timeFormat:                 timeFormat,
+		timezoneFormat:             timezoneFormat,
+		amountDecimalSeparator:     amountDecimalSeparator,
+		amountDigitGroupingSymbol:  amountDigitGroupingSymbol,
+		geoLocationSeparator:       geoLocationSeparator,
+		geoLocationOrder:           converter.TransactionGeoLocationOrder(geoLocationOrder),
+		transactionTagSeparator:    transactionTagSeparator,
+	}, nil
+}

pkg/converters/dsv/custom_transaction_plain_text_data_table.go

@@ -0,0 +1,300 @@
+package dsv
+
+import (
+	"strings"
+	"time"
+
+	"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"
+)
+
+// customPlainTextDataTable defines the structure of custom plain text transaction data table
+type customPlainTextDataTable struct {
+	innerDataTable             datatable.BasicDataTable
+	columnIndexMapping         map[datatable.TransactionDataTableColumn]int
+	transactionTypeNameMapping map[string]models.TransactionType
+	timeFormat                 string
+	timezoneFormat             string
+	timeFormatIncludeTimezone  bool
+	amountDecimalSeparator     string
+	amountDigitGroupingSymbol  string
+}
+
+// customPlainTextDataRow defines the structure of custom plain text transaction data row
+type customPlainTextDataRow struct {
+	transactionDataTable *customPlainTextDataTable
+	rowData              map[datatable.TransactionDataTableColumn]string
+	isValid              bool
+}
+
+// customPlainTextDataRowIterator defines the structure of custom plain text transaction data row iterator
+type customPlainTextDataRowIterator struct {
+	transactionDataTable *customPlainTextDataTable
+	innerIterator        datatable.BasicDataTableRowIterator
+}
+
+// HasColumn returns whether the data table has specified column
+func (t *customPlainTextDataTable) HasColumn(column datatable.TransactionDataTableColumn) bool {
+	// custom dsv file allows no sub category, account name and related account name column mapping, but data table converter needs these columns
+	if column == datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY ||
+		column == datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME ||
+		column == datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME {
+		return true
+	}
+
+	// timezone column will be added when original time format contains timezone
+	if t.timeFormatIncludeTimezone && column == datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE {
+		return true
+	}
+
+	_, exists := t.columnIndexMapping[column]
+	return exists
+}
+
+// TransactionRowCount returns the total count of transaction data row
+func (t *customPlainTextDataTable) TransactionRowCount() int {
+	return t.innerDataTable.DataRowCount()
+}
+
+// TransactionRowIterator returns the iterator of transaction data row
+func (t *customPlainTextDataTable) TransactionRowIterator() datatable.TransactionDataRowIterator {
+	return &customPlainTextDataRowIterator{
+		transactionDataTable: t,
+		innerIterator:        t.innerDataTable.DataRowIterator(),
+	}
+}
+
+// IsValid returns whether this row is valid data for importing
+func (r *customPlainTextDataRow) IsValid() bool {
+	return r.isValid
+}
+
+// GetData returns the data in the specified column type
+func (r *customPlainTextDataRow) GetData(column datatable.TransactionDataTableColumn) string {
+	return r.rowData[column]
+}
+
+// HasNext returns whether the iterator does not reach the end
+func (t *customPlainTextDataRowIterator) HasNext() bool {
+	return t.innerIterator.HasNext()
+}
+
+// Next returns the next transaction data row
+func (t *customPlainTextDataRowIterator) Next(ctx core.Context, user *models.User) (daraRow datatable.TransactionDataRow, err error) {
+	importedRow := t.innerIterator.Next()
+
+	if importedRow == nil {
+		return nil, nil
+	}
+
+	rowData, isValid, err := t.parseTransaction(ctx, user, importedRow)
+
+	if err != nil {
+		log.Errorf(ctx, "[custom_transaction_plain_text_data_table.Next] cannot parsing transaction in row \"%s\", because %s", t.innerIterator.CurrentRowId(), err.Error())
+		return nil, err
+	}
+
+	return &customPlainTextDataRow{
+		transactionDataTable: t.transactionDataTable,
+		rowData:              rowData,
+		isValid:              isValid,
+	}, nil
+}
+
+func (t *customPlainTextDataRowIterator) parseTransaction(ctx core.Context, user *models.User, row datatable.BasicDataTableRow) (map[datatable.TransactionDataTableColumn]string, bool, error) {
+	rowData := make(map[datatable.TransactionDataTableColumn]string, len(t.transactionDataTable.columnIndexMapping))
+
+	for column, columnIndex := range t.transactionDataTable.columnIndexMapping {
+		if columnIndex < 0 || columnIndex >= row.ColumnCount() {
+			continue
+		}
+
+		value := row.GetData(columnIndex)
+		rowData[column] = value
+	}
+
+	// parse transaction type
+	if rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] != "" {
+		transactionType, exists := t.transactionDataTable.transactionTypeNameMapping[rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE]]
+
+		if !exists {
+			log.Warnf(ctx, "[custom_transaction_plain_text_data_table.parseTransaction] skip parsing this transaction, because transaction type \"%s\" mapping not defined", rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE])
+			return nil, false, nil
+		}
+
+		mappedTransactionType, exists := customTransactionTypeNameMapping[transactionType]
+
+		if !exists {
+			log.Errorf(ctx, "[custom_transaction_plain_text_data_table.parseTransaction] cannot parsing transaction type \"%s\", because type \"%d\" is invalid", rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE], transactionType)
+			return nil, false, errs.ErrTransactionTypeInvalid
+		}
+
+		rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = mappedTransactionType
+	}
+
+	// parse date time
+	if rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME] != "" {
+		dateTime, err := time.Parse(t.transactionDataTable.timeFormat, rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME])
+
+		if err != nil {
+			return nil, false, errs.ErrTransactionTimeInvalid
+		}
+
+		rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = utils.FormatUnixTimeToLongDateTime(dateTime.Unix(), dateTime.Location())
+
+		if t.transactionDataTable.timeFormatIncludeTimezone {
+			rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] = utils.FormatTimezoneOffset(dateTime.Location())
+		}
+	}
+
+	// parse timezone
+	if rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] != "" {
+		if t.transactionDataTable.timezoneFormat == "Z" || t.transactionDataTable.timezoneFormat == "" { // -HH:mm
+			// Do Nothing
+		} else if t.transactionDataTable.timezoneFormat == "ZZ" { // -HHmm
+			timezone := rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE]
+
+			if len(timezone) != 5 {
+				return nil, false, errs.ErrTransactionTimeZoneInvalid
+			}
+
+			timezone = timezone[:3] + ":" + timezone[3:]
+			rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] = timezone
+		} else {
+			return nil, false, errs.ErrImportFileTransactionTimezoneFormatInvalid
+		}
+	}
+
+	// use primary category if sub category is empty
+	if rowData[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] == "" && rowData[datatable.TRANSACTION_DATA_TABLE_CATEGORY] != "" {
+		rowData[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] = rowData[datatable.TRANSACTION_DATA_TABLE_CATEGORY]
+	}
+
+	// trim trailing zero in decimal
+	if rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT] != "" {
+		amount, err := t.parseAmount(ctx, rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT])
+
+		if err != nil {
+			log.Errorf(ctx, "[custom_transaction_plain_text_data_table.parseTransaction] cannot parsing transaction amount \"%s\", because %s", rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT], err.Error())
+			return nil, false, err
+		}
+
+		rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = amount
+	}
+
+	if rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT] != "" {
+		amount, err := t.parseAmount(ctx, rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT])
+
+		if err != nil {
+			log.Errorf(ctx, "[custom_transaction_plain_text_data_table.parseTransaction] cannot parsing transaction related amount \"%s\", because %s", rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT], err.Error())
+			return nil, false, err
+		}
+
+		rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT] = amount
+	}
+
+	if _, exists := rowData[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY]; !exists {
+		rowData[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] = ""
+	}
+
+	if _, exists := rowData[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME]; !exists {
+		rowData[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = ""
+	}
+
+	if _, exists := rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME]; !exists {
+		rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = ""
+	}
+
+	return rowData, true, nil
+}
+
+func (t *customPlainTextDataRowIterator) parseAmount(ctx core.Context, amountValue string) (string, error) {
+	if t.transactionDataTable.amountDigitGroupingSymbol != "" {
+		amountValue = strings.ReplaceAll(amountValue, t.transactionDataTable.amountDigitGroupingSymbol, "")
+	}
+
+	if t.transactionDataTable.amountDecimalSeparator != "" && t.transactionDataTable.amountDecimalSeparator != "." {
+		if strings.Contains(amountValue, ".") {
+			return "", errs.ErrAmountInvalid
+		}
+
+		amountValue = strings.ReplaceAll(amountValue, t.transactionDataTable.amountDecimalSeparator, ".")
+	}
+
+	amountValue = utils.TrimTrailingZerosInDecimal(amountValue)
+	amount, err := utils.ParseAmount(amountValue)
+
+	if err != nil {
+		return "", errs.ErrAmountInvalid
+	}
+
+	return utils.FormatAmount(amount), nil
+}
+
+// CreateNewCustomPlainTextDataTable returns transaction data table from imported data table
+func CreateNewCustomPlainTextDataTable(dataTable datatable.BasicDataTable, columnIndexMapping map[datatable.TransactionDataTableColumn]int, transactionTypeNameMapping map[string]models.TransactionType, timeFormat string, timezoneFormat string, amountDecimalSeparator string, amountDigitGroupingSymbol string) *customPlainTextDataTable {
+	timeFormatIncludeTimezone := strings.Contains(timeFormat, "z") || strings.Contains(timeFormat, "Z")
+
+	return &customPlainTextDataTable{
+		innerDataTable:             dataTable,
+		columnIndexMapping:         columnIndexMapping,
+		transactionTypeNameMapping: transactionTypeNameMapping,
+		timeFormat:                 getDateTimeFormat(timeFormat),
+		timezoneFormat:             timezoneFormat,
+		timeFormatIncludeTimezone:  timeFormatIncludeTimezone,
+		amountDecimalSeparator:     amountDecimalSeparator,
+		amountDigitGroupingSymbol:  amountDigitGroupingSymbol,
+	}
+}
+
+func getDateTimeFormat(format string) string {
+	// convert moment.js format to Go format
+
+	format = strings.ReplaceAll(format, "YYYY", "2006")
+	format = strings.ReplaceAll(format, "YY", "06")
+
+	format = strings.ReplaceAll(format, "MMMM", "January")
+	format = strings.ReplaceAll(format, "MMM", "Jan")
+	format = strings.ReplaceAll(format, "MM", "01")
+	format = strings.ReplaceAll(format, "M", "1")
+
+	format = strings.ReplaceAll(format, "DD", "02")
+	format = strings.ReplaceAll(format, "D", "2")
+
+	format = strings.ReplaceAll(format, "dddd", "Monday")
+	format = strings.ReplaceAll(format, "ddd", "Mon")
+
+	format = strings.ReplaceAll(format, "HH", "15")
+	format = strings.ReplaceAll(format, "H", "15")
+
+	format = strings.ReplaceAll(format, "hh", "03")
+	format = strings.ReplaceAll(format, "h", "3")
+
+	format = strings.ReplaceAll(format, "mm", "04")
+	format = strings.ReplaceAll(format, "m", "4")
+
+	format = strings.ReplaceAll(format, "ss", "05")
+	format = strings.ReplaceAll(format, "s", "5")
+
+	for i := 9; i >= 1; i-- {
+		format = strings.ReplaceAll(format, "."+strings.Repeat("S", i), "."+strings.Repeat("9", i))
+	}
+
+	format = strings.ReplaceAll(format, "A", "PM")
+	format = strings.ReplaceAll(format, "a", "pm")
+
+	format = strings.ReplaceAll(format, "zz", "MST")
+	format = strings.ReplaceAll(format, "z", "MST")
+
+	if strings.Contains(format, "ZZ") {
+		format = strings.ReplaceAll(format, "ZZ", "Z0700")
+	} else if strings.Contains(format, "Z") {
+		format = strings.ReplaceAll(format, "Z", "Z07:00")
+	}
+
+	return format
+}

pkg/converters/excel/excel_mscfb_file_basic_data_table.go

@@ -10,27 +10,27 @@ import (
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 )
 
-// ExcelFileImportedDataTable defines the structure of excel file data table
-type ExcelFileImportedDataTable struct {
+// ExcelMSCFBFileBasicDataTable defines the structure of excel (microsoft compound file binary) file data table
+type ExcelMSCFBFileBasicDataTable struct {
 	workbook              *xls.WorkBook
 	headerLineColumnNames []string
 }
 
-// ExcelFileDataRow defines the structure of excel file data table row
-type ExcelFileDataRow struct {
+// ExcelMSCFBFileBasicDataTableRow defines the structure of excel (microsoft compound file binary) file data table row
+type ExcelMSCFBFileBasicDataTableRow struct {
 	sheet    *xls.WorkSheet
 	rowIndex int
 }
 
-// ExcelFileDataRowIterator defines the structure of excel file data table row iterator
-type ExcelFileDataRowIterator struct {
-	dataTable              *ExcelFileImportedDataTable
+// ExcelMSCFBFileBasicDataTableRowIterator defines the structure of excel (microsoft compound file binary) file data table row iterator
+type ExcelMSCFBFileBasicDataTableRowIterator struct {
+	dataTable              *ExcelMSCFBFileBasicDataTable
 	currentSheetIndex      int
 	currentRowIndexInSheet uint16
 }
 
 // DataRowCount returns the total count of data row
-func (t *ExcelFileImportedDataTable) DataRowCount() int {
+func (t *ExcelMSCFBFileBasicDataTable) DataRowCount() int {
 	totalDataRowCount := 0
 
 	for i := 0; i < t.workbook.NumSheets(); i++ {
@@ -47,13 +47,13 @@ func (t *ExcelFileImportedDataTable) DataRowCount() int {
 }
 
 // HeaderColumnNames returns the header column name list
-func (t *ExcelFileImportedDataTable) HeaderColumnNames() []string {
+func (t *ExcelMSCFBFileBasicDataTable) HeaderColumnNames() []string {
 	return t.headerLineColumnNames
 }
 
 // DataRowIterator returns the iterator of data row
-func (t *ExcelFileImportedDataTable) DataRowIterator() datatable.ImportedDataRowIterator {
-	return &ExcelFileDataRowIterator{
+func (t *ExcelMSCFBFileBasicDataTable) DataRowIterator() datatable.BasicDataTableRowIterator {
+	return &ExcelMSCFBFileBasicDataTableRowIterator{
 		dataTable:              t,
 		currentSheetIndex:      0,
 		currentRowIndexInSheet: 0,
@@ -61,19 +61,19 @@ func (t *ExcelFileImportedDataTable) DataRowIterator() datatable.ImportedDataRow
 }
 
 // ColumnCount returns the total count of column in this data row
-func (r *ExcelFileDataRow) ColumnCount() int {
+func (r *ExcelMSCFBFileBasicDataTableRow) ColumnCount() int {
 	row := r.sheet.Row(r.rowIndex)
 	return row.LastCol() + 1
 }
 
 // GetData returns the data in the specified column index
-func (r *ExcelFileDataRow) GetData(columnIndex int) string {
+func (r *ExcelMSCFBFileBasicDataTableRow) GetData(columnIndex int) string {
 	row := r.sheet.Row(r.rowIndex)
 	return row.Col(columnIndex)
 }
 
 // HasNext returns whether the iterator does not reach the end
-func (t *ExcelFileDataRowIterator) HasNext() bool {
+func (t *ExcelMSCFBFileBasicDataTableRowIterator) HasNext() bool {
 	workbook := t.dataTable.workbook
 
 	if t.currentSheetIndex >= workbook.NumSheets() {
@@ -100,12 +100,12 @@ func (t *ExcelFileDataRowIterator) HasNext() bool {
 }
 
 // CurrentRowId returns current index
-func (t *ExcelFileDataRowIterator) CurrentRowId() string {
-	return fmt.Sprintf("table#%d-row#%d", t.currentSheetIndex, t.currentRowIndexInSheet)
+func (t *ExcelMSCFBFileBasicDataTableRowIterator) CurrentRowId() string {
+	return fmt.Sprintf("sheet#%d-row#%d", t.currentSheetIndex, t.currentRowIndexInSheet)
 }
 
-// Next returns the next imported data row
-func (t *ExcelFileDataRowIterator) Next() datatable.ImportedDataRow {
+// Next returns the next basic data row
+func (t *ExcelMSCFBFileBasicDataTableRowIterator) Next() datatable.BasicDataTableRow {
 	workbook := t.dataTable.workbook
 	currentRowIndexInTable := t.currentRowIndexInSheet
 
@@ -133,14 +133,14 @@ func (t *ExcelFileDataRowIterator) Next() datatable.ImportedDataRow {
 		return nil
 	}
 
-	return &ExcelFileDataRow{
+	return &ExcelMSCFBFileBasicDataTableRow{
 		sheet:    currentSheet,
 		rowIndex: int(t.currentRowIndexInSheet),
 	}
 }
 
-// CreateNewExcelFileImportedDataTable returns excel xls data table by file binary data
-func CreateNewExcelFileImportedDataTable(data []byte) (*ExcelFileImportedDataTable, error) {
+// CreateNewExcelMSCFBFileBasicDataTable returns excel (microsoft compound file binary) data table by file binary data
+func CreateNewExcelMSCFBFileBasicDataTable(data []byte) (datatable.BasicDataTable, error) {
 	reader := bytes.NewReader(data)
 	workbook, err := xls.OpenReader(reader, "")
 
@@ -184,7 +184,7 @@ func CreateNewExcelFileImportedDataTable(data []byte) (*ExcelFileImportedDataTab
 		}
 	}
 
-	return &ExcelFileImportedDataTable{
+	return &ExcelMSCFBFileBasicDataTable{
 		workbook:              workbook,
 		headerLineColumnNames: headerRowItems,
 	}, nil

pkg/converters/excel/excel_mscfb_file_basic_data_table_test.go

@@ -9,63 +9,63 @@ import (
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 )
 
-func TestExcelFileImportedDataTableDataRowCount(t *testing.T) {
+func TestExcelMSCFBFileBasicDataTableDataRowCount(t *testing.T) {
 	testdata, err := os.ReadFile("../../../testdata/simple_excel_file.xls")
 	assert.Nil(t, err)
 
-	datatable, err := CreateNewExcelFileImportedDataTable(testdata)
+	datatable, err := CreateNewExcelMSCFBFileBasicDataTable(testdata)
 	assert.Nil(t, err)
 	assert.Equal(t, 2, datatable.DataRowCount())
 }
 
-func TestExcelFileImportedDataTableDataRowCount_MultipleSheets(t *testing.T) {
+func TestExcelMSCFBFileBasicDataTableDataRowCount_MultipleSheets(t *testing.T) {
 	testdata, err := os.ReadFile("../../../testdata/multiple_sheets_excel_file.xls")
 	assert.Nil(t, err)
 
-	datatable, err := CreateNewExcelFileImportedDataTable(testdata)
+	datatable, err := CreateNewExcelMSCFBFileBasicDataTable(testdata)
 	assert.Nil(t, err)
 	assert.Equal(t, 5, datatable.DataRowCount())
 }
 
-func TestExcelFileImportedDataTableDataRowCount_OnlyHeaderLine(t *testing.T) {
+func TestExcelMSCFBFileBasicDataTableDataRowCount_OnlyHeaderLine(t *testing.T) {
 	testdata, err := os.ReadFile("../../../testdata/only_one_row_excel_file.xls")
 	assert.Nil(t, err)
 
-	datatable, err := CreateNewExcelFileImportedDataTable(testdata)
+	datatable, err := CreateNewExcelMSCFBFileBasicDataTable(testdata)
 	assert.Nil(t, err)
 	assert.Equal(t, 0, datatable.DataRowCount())
 }
 
-func TestExcelFileImportedDataTableDataRowCount_EmptyContent(t *testing.T) {
+func TestExcelMSCFBFileBasicDataTableDataRowCount_EmptyContent(t *testing.T) {
 	testdata, err := os.ReadFile("../../../testdata/empty_excel_file.xls")
 	assert.Nil(t, err)
 
-	datatable, err := CreateNewExcelFileImportedDataTable(testdata)
+	datatable, err := CreateNewExcelMSCFBFileBasicDataTable(testdata)
 	assert.Nil(t, err)
 	assert.Equal(t, 0, datatable.DataRowCount())
 }
 
-func TestExcelFileImportedDataTableHeaderColumnNames(t *testing.T) {
+func TestExcelMSCFBFileBasicDataTableHeaderColumnNames(t *testing.T) {
 	testdata, err := os.ReadFile("../../../testdata/simple_excel_file.xls")
 	assert.Nil(t, err)
 
-	datatable, err := CreateNewExcelFileImportedDataTable(testdata)
+	datatable, err := CreateNewExcelMSCFBFileBasicDataTable(testdata)
 	assert.EqualValues(t, []string{"A1", "B1", "C1"}, datatable.HeaderColumnNames())
 }
 
-func TestExcelFileImportedDataTableHeaderColumnNames_EmptyContent(t *testing.T) {
+func TestExcelMSCFBFileBasicDataTableHeaderColumnNames_EmptyContent(t *testing.T) {
 	testdata, err := os.ReadFile("../../../testdata/empty_excel_file.xls")
 	assert.Nil(t, err)
 
-	datatable, err := CreateNewExcelFileImportedDataTable(testdata)
+	datatable, err := CreateNewExcelMSCFBFileBasicDataTable(testdata)
 	assert.Nil(t, datatable.HeaderColumnNames())
 }
 
-func TestExcelFileDataRowIterator(t *testing.T) {
+func TestExcelMSCFBFileBasicDataTableRowIterator(t *testing.T) {
 	testdata, err := os.ReadFile("../../../testdata/simple_excel_file.xls")
 	assert.Nil(t, err)
 
-	datatable, err := CreateNewExcelFileImportedDataTable(testdata)
+	datatable, err := CreateNewExcelMSCFBFileBasicDataTable(testdata)
 	iterator := datatable.DataRowIterator()
 	assert.True(t, iterator.HasNext())
 
@@ -86,11 +86,11 @@ func TestExcelFileDataRowIterator(t *testing.T) {
 	assert.False(t, iterator.HasNext())
 }
 
-func TestExcelFileDataRowIterator_MultipleSheets(t *testing.T) {
+func TestExcelMSCFBFileBasicDataTableRowIterator_MultipleSheets(t *testing.T) {
 	testdata, err := os.ReadFile("../../../testdata/multiple_sheets_excel_file.xls")
 	assert.Nil(t, err)
 
-	datatable, err := CreateNewExcelFileImportedDataTable(testdata)
+	datatable, err := CreateNewExcelMSCFBFileBasicDataTable(testdata)
 	iterator := datatable.DataRowIterator()
 	assert.True(t, iterator.HasNext())
 
@@ -123,11 +123,11 @@ func TestExcelFileDataRowIterator_MultipleSheets(t *testing.T) {
 	assert.False(t, iterator.HasNext())
 }
 
-func TestExcelFileDataRowIterator_OnlyHeaderLine(t *testing.T) {
+func TestExcelMSCFBFileBasicDataTableRowIterator_OnlyHeaderLine(t *testing.T) {
 	testdata, err := os.ReadFile("../../../testdata/only_one_row_excel_file.xls")
 	assert.Nil(t, err)
 
-	datatable, err := CreateNewExcelFileImportedDataTable(testdata)
+	datatable, err := CreateNewExcelMSCFBFileBasicDataTable(testdata)
 	iterator := datatable.DataRowIterator()
 	assert.False(t, iterator.HasNext())
 
@@ -140,11 +140,11 @@ func TestExcelFileDataRowIterator_OnlyHeaderLine(t *testing.T) {
 	assert.False(t, iterator.HasNext())
 }
 
-func TestExcelFileDataRowIterator_EmptyContent(t *testing.T) {
+func TestExcelMSCFBFileBasicDataTableRowIterator_EmptyContent(t *testing.T) {
 	testdata, err := os.ReadFile("../../../testdata/empty_excel_file.xls")
 	assert.Nil(t, err)
 
-	datatable, err := CreateNewExcelFileImportedDataTable(testdata)
+	datatable, err := CreateNewExcelMSCFBFileBasicDataTable(testdata)
 	iterator := datatable.DataRowIterator()
 	assert.False(t, iterator.HasNext())
 
@@ -157,11 +157,11 @@ func TestExcelFileDataRowIterator_EmptyContent(t *testing.T) {
 	assert.False(t, iterator.HasNext())
 }
 
-func TestExcelFileDataRowColumnCount(t *testing.T) {
+func TestExcelMSCFBFileBasicDataTableRowColumnCount(t *testing.T) {
 	testdata, err := os.ReadFile("../../../testdata/simple_excel_file.xls")
 	assert.Nil(t, err)
 
-	datatable, err := CreateNewExcelFileImportedDataTable(testdata)
+	datatable, err := CreateNewExcelMSCFBFileBasicDataTable(testdata)
 	iterator := datatable.DataRowIterator()
 
 	row1 := iterator.Next()
@@ -171,11 +171,11 @@ func TestExcelFileDataRowColumnCount(t *testing.T) {
 	assert.EqualValues(t, 4, row2.ColumnCount())
 }
 
-func TestExcelFileDataRowGetData(t *testing.T) {
+func TestExcelMSCFBFileBasicDataTableRowGetData(t *testing.T) {
 	testdata, err := os.ReadFile("../../../testdata/simple_excel_file.xls")
 	assert.Nil(t, err)
 
-	datatable, err := CreateNewExcelFileImportedDataTable(testdata)
+	datatable, err := CreateNewExcelMSCFBFileBasicDataTable(testdata)
 	iterator := datatable.DataRowIterator()
 
 	row1 := iterator.Next()
@@ -189,22 +189,22 @@ func TestExcelFileDataRowGetData(t *testing.T) {
 	assert.Equal(t, "C3", row2.GetData(2))
 }
 
-func TestExcelFileDataRowGetData_GetNotExistedColumnData(t *testing.T) {
+func TestExcelMSCFBFileBasicDataTableRowGetData_GetNotExistedColumnData(t *testing.T) {
 	testdata, err := os.ReadFile("../../../testdata/simple_excel_file.xls")
 	assert.Nil(t, err)
 
-	datatable, err := CreateNewExcelFileImportedDataTable(testdata)
+	datatable, err := CreateNewExcelMSCFBFileBasicDataTable(testdata)
 	iterator := datatable.DataRowIterator()
 
 	row1 := iterator.Next()
 	assert.Equal(t, "", row1.GetData(3))
 }
 
-func TestExcelFileDataRowGetData_MultipleSheets(t *testing.T) {
+func TestExcelMSCFBFileBasicDataTableRowGetData_MultipleSheets(t *testing.T) {
 	testdata, err := os.ReadFile("../../../testdata/multiple_sheets_excel_file.xls")
 	assert.Nil(t, err)
 
-	datatable, err := CreateNewExcelFileImportedDataTable(testdata)
+	datatable, err := CreateNewExcelMSCFBFileBasicDataTable(testdata)
 	iterator := datatable.DataRowIterator()
 
 	sheet1Row1 := iterator.Next()
@@ -237,10 +237,10 @@ func TestExcelFileDataRowGetData_MultipleSheets(t *testing.T) {
 	assert.Equal(t, "5-C3", sheet5Row2.GetData(2))
 }
 
-func TestCreateNewExcelFileImportedDataTable_MultipleSheetsWithDifferentHeaders(t *testing.T) {
+func TestCreateNewExcelMSCFBFileBasicDataTable_MultipleSheetsWithDifferentHeaders(t *testing.T) {
 	testdata, err := os.ReadFile("../../../testdata/multiple_sheets_with_different_header_row_excel_file.xls")
 	assert.Nil(t, err)
 
-	_, err = CreateNewExcelFileImportedDataTable(testdata)
+	_, err = CreateNewExcelMSCFBFileBasicDataTable(testdata)
 	assert.EqualError(t, err, errs.ErrFieldsInMultiTableAreDifferent.Message)
 }

pkg/converters/excel/excel_ooxml_file_basic_data_table.go

@@ -0,0 +1,211 @@
+package excel
+
+import (
+	"bytes"
+	"fmt"
+
+	"github.com/xuri/excelize/v2"
+
+	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+)
+
+// excelOOXMLSheet defines the structure of excel (Office Open XML) file sheet
+type excelOOXMLSheet struct {
+	sheetName string
+	allData   [][]string
+}
+
+// ExcelOOXMLFileBasicDataTable defines the structure of excel (Office Open XML) file data table
+type ExcelOOXMLFileBasicDataTable struct {
+	sheets                []*excelOOXMLSheet
+	headerLineColumnNames []string
+}
+
+// ExcelOOXMLFileBasicDataTableRow defines the structure of excel (Office Open XML) file data table row
+type ExcelOOXMLFileBasicDataTableRow struct {
+	sheet    *excelOOXMLSheet
+	rowData  []string
+	rowIndex int
+}
+
+// ExcelOOXMLFileBasicDataTableRowIterator defines the structure of excel (Office Open XML) file data table row iterator
+type ExcelOOXMLFileBasicDataTableRowIterator struct {
+	dataTable              *ExcelOOXMLFileBasicDataTable
+	currentSheetIndex      int
+	currentRowIndexInSheet int
+}
+
+// DataRowCount returns the total count of data row
+func (t *ExcelOOXMLFileBasicDataTable) DataRowCount() int {
+	totalDataRowCount := 0
+
+	for i := 0; i < len(t.sheets); i++ {
+		sheet := t.sheets[i]
+
+		if len(sheet.allData) < 1 {
+			continue
+		}
+
+		totalDataRowCount += len(sheet.allData) - 1
+	}
+
+	return totalDataRowCount
+}
+
+// HeaderColumnNames returns the header column name list
+func (t *ExcelOOXMLFileBasicDataTable) HeaderColumnNames() []string {
+	return t.headerLineColumnNames
+}
+
+// DataRowIterator returns the iterator of data row
+func (t *ExcelOOXMLFileBasicDataTable) DataRowIterator() datatable.BasicDataTableRowIterator {
+	return &ExcelOOXMLFileBasicDataTableRowIterator{
+		dataTable:              t,
+		currentSheetIndex:      0,
+		currentRowIndexInSheet: 0,
+	}
+}
+
+// ColumnCount returns the total count of column in this data row
+func (r *ExcelOOXMLFileBasicDataTableRow) ColumnCount() int {
+	return len(r.rowData)
+}
+
+// GetData returns the data in the specified column index
+func (r *ExcelOOXMLFileBasicDataTableRow) GetData(columnIndex int) string {
+	if columnIndex < 0 || columnIndex >= len(r.rowData) {
+		return ""
+	}
+
+	return r.rowData[columnIndex]
+}
+
+// HasNext returns whether the iterator does not reach the end
+func (t *ExcelOOXMLFileBasicDataTableRowIterator) HasNext() bool {
+	sheets := t.dataTable.sheets
+
+	if t.currentSheetIndex >= len(sheets) {
+		return false
+	}
+
+	currentSheet := sheets[t.currentSheetIndex]
+
+	if t.currentRowIndexInSheet+1 < len(currentSheet.allData) {
+		return true
+	}
+
+	for i := t.currentSheetIndex + 1; i < len(sheets); i++ {
+		sheet := sheets[i]
+
+		if len(sheet.allData) <= 1 {
+			continue
+		}
+
+		return true
+	}
+
+	return false
+}
+
+// CurrentRowId returns current index
+func (t *ExcelOOXMLFileBasicDataTableRowIterator) CurrentRowId() string {
+	return fmt.Sprintf("sheet#%d-row#%d", t.currentSheetIndex, t.currentRowIndexInSheet)
+}
+
+// Next returns the next basic data row
+func (t *ExcelOOXMLFileBasicDataTableRowIterator) Next() datatable.BasicDataTableRow {
+	sheets := t.dataTable.sheets
+	currentRowIndexInTable := t.currentRowIndexInSheet
+
+	for i := t.currentSheetIndex; i < len(sheets); i++ {
+		sheet := sheets[i]
+
+		if currentRowIndexInTable+1 < len(sheet.allData) {
+			t.currentRowIndexInSheet++
+			currentRowIndexInTable = t.currentRowIndexInSheet
+			break
+		}
+
+		t.currentSheetIndex++
+		t.currentRowIndexInSheet = 0
+		currentRowIndexInTable = 0
+	}
+
+	if t.currentSheetIndex >= len(sheets) {
+		return nil
+	}
+
+	currentSheet := sheets[t.currentSheetIndex]
+
+	if t.currentRowIndexInSheet >= len(currentSheet.allData) {
+		return nil
+	}
+
+	return &ExcelOOXMLFileBasicDataTableRow{
+		sheet:    currentSheet,
+		rowData:  currentSheet.allData[t.currentRowIndexInSheet],
+		rowIndex: t.currentRowIndexInSheet,
+	}
+}
+
+// CreateNewExcelOOXMLFileBasicDataTable returns excel (Office Open XML) data table by file binary data
+func CreateNewExcelOOXMLFileBasicDataTable(data []byte) (datatable.BasicDataTable, error) {
+	reader := bytes.NewReader(data)
+	file, err := excelize.OpenReader(reader)
+
+	defer file.Close()
+
+	if err != nil {
+		return nil, err
+	}
+
+	sheetNames := file.GetSheetList()
+	var headerRowItems []string
+	var sheets []*excelOOXMLSheet
+
+	for i := 0; i < len(sheetNames); i++ {
+		sheetName := sheetNames[i]
+		allData, err := file.GetRows(sheetName)
+
+		if err != nil {
+			return nil, err
+		}
+
+		if allData == nil || len(allData) < 1 {
+			continue
+		}
+
+		row := allData[0]
+
+		if i == 0 {
+			for j := 0; j < len(row); j++ {
+				headerItem := row[j]
+
+				if headerItem == "" {
+					break
+				}
+
+				headerRowItems = append(headerRowItems, headerItem)
+			}
+		} else {
+			for j := 0; j < min(len(row), len(headerRowItems)); j++ {
+				headerItem := row[j]
+
+				if headerItem != headerRowItems[j] {
+					return nil, errs.ErrFieldsInMultiTableAreDifferent
+				}
+			}
+		}
+
+		sheets = append(sheets, &excelOOXMLSheet{
+			sheetName: sheetName,
+			allData:   allData,
+		})
+	}
+
+	return &ExcelOOXMLFileBasicDataTable{
+		sheets:                sheets,
+		headerLineColumnNames: headerRowItems,
+	}, nil
+}

pkg/converters/excel/excel_ooxml_file_basic_data_table_test.go

@@ -0,0 +1,246 @@
+package excel
+
+import (
+	"os"
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+)
+
+func TestExcelOOXMLFileBasicDataTableDataRowCount(t *testing.T) {
+	testdata, err := os.ReadFile("../../../testdata/simple_excel_file.xlsx")
+	assert.Nil(t, err)
+
+	datatable, err := CreateNewExcelOOXMLFileBasicDataTable(testdata)
+	assert.Nil(t, err)
+	assert.Equal(t, 2, datatable.DataRowCount())
+}
+
+func TestExcelOOXMLFileBasicDataTableDataRowCount_MultipleSheets(t *testing.T) {
+	testdata, err := os.ReadFile("../../../testdata/multiple_sheets_excel_file.xlsx")
+	assert.Nil(t, err)
+
+	datatable, err := CreateNewExcelOOXMLFileBasicDataTable(testdata)
+	assert.Nil(t, err)
+	assert.Equal(t, 5, datatable.DataRowCount())
+}
+
+func TestExcelOOXMLFileBasicDataTableDataRowCount_OnlyHeaderLine(t *testing.T) {
+	testdata, err := os.ReadFile("../../../testdata/only_one_row_excel_file.xlsx")
+	assert.Nil(t, err)
+
+	datatable, err := CreateNewExcelOOXMLFileBasicDataTable(testdata)
+	assert.Nil(t, err)
+	assert.Equal(t, 0, datatable.DataRowCount())
+}
+
+func TestExcelOOXMLFileBasicDataTableDataRowCount_EmptyContent(t *testing.T) {
+	testdata, err := os.ReadFile("../../../testdata/empty_excel_file.xlsx")
+	assert.Nil(t, err)
+
+	datatable, err := CreateNewExcelOOXMLFileBasicDataTable(testdata)
+	assert.Nil(t, err)
+	assert.Equal(t, 0, datatable.DataRowCount())
+}
+
+func TestExcelOOXMLFileBasicDataTableHeaderColumnNames(t *testing.T) {
+	testdata, err := os.ReadFile("../../../testdata/simple_excel_file.xlsx")
+	assert.Nil(t, err)
+
+	datatable, err := CreateNewExcelOOXMLFileBasicDataTable(testdata)
+	assert.EqualValues(t, []string{"A1", "B1", "C1"}, datatable.HeaderColumnNames())
+}
+
+func TestExcelOOXMLFileBasicDataTableHeaderColumnNames_EmptyContent(t *testing.T) {
+	testdata, err := os.ReadFile("../../../testdata/empty_excel_file.xlsx")
+	assert.Nil(t, err)
+
+	datatable, err := CreateNewExcelOOXMLFileBasicDataTable(testdata)
+	assert.Nil(t, datatable.HeaderColumnNames())
+}
+
+func TestExcelOOXMLFileBasicDataRowIterator(t *testing.T) {
+	testdata, err := os.ReadFile("../../../testdata/simple_excel_file.xlsx")
+	assert.Nil(t, err)
+
+	datatable, err := CreateNewExcelOOXMLFileBasicDataTable(testdata)
+	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.False(t, iterator.HasNext())
+
+	// not existed data row 3
+	assert.Nil(t, iterator.Next())
+	assert.False(t, iterator.HasNext())
+
+	// not existed data row 4
+	assert.Nil(t, iterator.Next())
+	assert.False(t, iterator.HasNext())
+}
+
+func TestExcelOOXMLFileBasicDataRowIterator_MultipleSheets(t *testing.T) {
+	testdata, err := os.ReadFile("../../../testdata/multiple_sheets_excel_file.xlsx")
+	assert.Nil(t, err)
+
+	datatable, err := CreateNewExcelOOXMLFileBasicDataTable(testdata)
+	iterator := datatable.DataRowIterator()
+	assert.True(t, iterator.HasNext())
+
+	// sheet 1 data row 1
+	assert.NotNil(t, iterator.Next())
+	assert.True(t, iterator.HasNext())
+
+	// sheet 1 data row 2
+	assert.NotNil(t, iterator.Next())
+	assert.True(t, iterator.HasNext())
+
+	// sheet 3 data row 1
+	assert.NotNil(t, iterator.Next())
+	assert.True(t, iterator.HasNext())
+
+	// sheet 5 data row 1
+	assert.NotNil(t, iterator.Next())
+	assert.True(t, iterator.HasNext())
+
+	// sheet 5 data row 2
+	assert.NotNil(t, iterator.Next())
+	assert.False(t, iterator.HasNext())
+
+	// not existed data row
+	assert.Nil(t, iterator.Next())
+	assert.False(t, iterator.HasNext())
+
+	// not existed data row
+	assert.Nil(t, iterator.Next())
+	assert.False(t, iterator.HasNext())
+}
+
+func TestExcelOOXMLFileBasicDataRowIterator_OnlyHeaderLine(t *testing.T) {
+	testdata, err := os.ReadFile("../../../testdata/only_one_row_excel_file.xlsx")
+	assert.Nil(t, err)
+
+	datatable, err := CreateNewExcelOOXMLFileBasicDataTable(testdata)
+	iterator := datatable.DataRowIterator()
+	assert.False(t, iterator.HasNext())
+
+	// not existed data row 1
+	assert.Nil(t, iterator.Next())
+	assert.False(t, iterator.HasNext())
+
+	// not existed data row 2
+	assert.Nil(t, iterator.Next())
+	assert.False(t, iterator.HasNext())
+}
+
+func TestExcelOOXMLFileBasicDataRowIterator_EmptyContent(t *testing.T) {
+	testdata, err := os.ReadFile("../../../testdata/empty_excel_file.xlsx")
+	assert.Nil(t, err)
+
+	datatable, err := CreateNewExcelOOXMLFileBasicDataTable(testdata)
+	iterator := datatable.DataRowIterator()
+	assert.False(t, iterator.HasNext())
+
+	// not existed data row 1
+	assert.Nil(t, iterator.Next())
+	assert.False(t, iterator.HasNext())
+
+	// not existed data row 2
+	assert.Nil(t, iterator.Next())
+	assert.False(t, iterator.HasNext())
+}
+
+func TestExcelOOXMLFileBasicDataRowColumnCount(t *testing.T) {
+	testdata, err := os.ReadFile("../../../testdata/simple_excel_file.xlsx")
+	assert.Nil(t, err)
+
+	datatable, err := CreateNewExcelOOXMLFileBasicDataTable(testdata)
+	iterator := datatable.DataRowIterator()
+
+	row1 := iterator.Next()
+	assert.EqualValues(t, 3, row1.ColumnCount())
+
+	row2 := iterator.Next()
+	assert.EqualValues(t, 3, row2.ColumnCount())
+}
+
+func TestExcelOOXMLFileBasicDataRowGetData(t *testing.T) {
+	testdata, err := os.ReadFile("../../../testdata/simple_excel_file.xlsx")
+	assert.Nil(t, err)
+
+	datatable, err := CreateNewExcelOOXMLFileBasicDataTable(testdata)
+	iterator := datatable.DataRowIterator()
+
+	row1 := iterator.Next()
+	assert.Equal(t, "A2", row1.GetData(0))
+	assert.Equal(t, "B2", row1.GetData(1))
+	assert.Equal(t, "C2", row1.GetData(2))
+
+	row2 := iterator.Next()
+	assert.Equal(t, "A3", row2.GetData(0))
+	assert.Equal(t, "B3", row2.GetData(1))
+	assert.Equal(t, "C3", row2.GetData(2))
+}
+
+func TestExcelOOXMLFileBasicDataRowGetData_GetNotExistedColumnData(t *testing.T) {
+	testdata, err := os.ReadFile("../../../testdata/simple_excel_file.xlsx")
+	assert.Nil(t, err)
+
+	datatable, err := CreateNewExcelOOXMLFileBasicDataTable(testdata)
+	iterator := datatable.DataRowIterator()
+
+	row1 := iterator.Next()
+	assert.Equal(t, "", row1.GetData(3))
+}
+
+func TestExcelOOXMLFileBasicDataRowGetData_MultipleSheets(t *testing.T) {
+	testdata, err := os.ReadFile("../../../testdata/multiple_sheets_excel_file.xlsx")
+	assert.Nil(t, err)
+
+	datatable, err := CreateNewExcelOOXMLFileBasicDataTable(testdata)
+	iterator := datatable.DataRowIterator()
+
+	sheet1Row1 := iterator.Next()
+	assert.Equal(t, "1-A2", sheet1Row1.GetData(0))
+	assert.Equal(t, "1-B2", sheet1Row1.GetData(1))
+	assert.Equal(t, "1-C2", sheet1Row1.GetData(2))
+
+	sheet1Row2 := iterator.Next()
+	assert.Equal(t, "1-A3", sheet1Row2.GetData(0))
+	assert.Equal(t, "1-B3", sheet1Row2.GetData(1))
+	assert.Equal(t, "1-C3", sheet1Row2.GetData(2))
+
+	// skip empty sheet2
+
+	sheet3Row1 := iterator.Next()
+	assert.Equal(t, "3-A2", sheet3Row1.GetData(0))
+	assert.Equal(t, "3-B2", sheet3Row1.GetData(1))
+	assert.Equal(t, "", sheet3Row1.GetData(2))
+
+	// skip no data row sheet4
+
+	sheet5Row1 := iterator.Next()
+	assert.Equal(t, "5-A2", sheet5Row1.GetData(0))
+	assert.Equal(t, "5-B2", sheet5Row1.GetData(1))
+	assert.Equal(t, "5-C2", sheet5Row1.GetData(2))
+
+	sheet5Row2 := iterator.Next()
+	assert.Equal(t, "5-A3", sheet5Row2.GetData(0))
+	assert.Equal(t, "5-B3", sheet5Row2.GetData(1))
+	assert.Equal(t, "5-C3", sheet5Row2.GetData(2))
+}
+
+func TestCreateNewExcelOOXMLFileBasicDataTable_MultipleSheetsWithDifferentHeaders(t *testing.T) {
+	testdata, err := os.ReadFile("../../../testdata/multiple_sheets_with_different_header_row_excel_file.xlsx")
+	assert.Nil(t, err)
+
+	_, err = CreateNewExcelOOXMLFileBasicDataTable(testdata)
+	assert.EqualError(t, err, errs.ErrFieldsInMultiTableAreDifferent.Message)
+}

pkg/converters/feidee/feidee_mymoney_app_transaction_data_csv_file_importer.go

@@ -8,6 +8,7 @@ import (
 	"io"
 	"strings"
 
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
 	csvdatatable "github.com/mayswind/ezbookkeeping/pkg/converters/csv"
 	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
@@ -29,6 +30,7 @@ const feideeMymoneyAppTransactionDescriptionColumnName = "备注"
 const feideeMymoneyAppTransactionRelatedIdColumnName = "关联Id"
 
 const feideeMymoneyAppTransactionTypeModifyBalanceText = "余额变更"
+const feideeMymoneyAppTransactionTypeModifyOutstandingBalanceText = "负债变更"
 const feideeMymoneyAppTransactionTypeIncomeText = "收入"
 const feideeMymoneyAppTransactionTypeExpenseText = "支出"
 const feideeMymoneyAppTransactionTypeTransferInText = "转入"
@@ -54,17 +56,17 @@ var (
 )
 
 // ParseImportedData returns the imported data by parsing the feidee mymoney app transaction csv data
-func (c *feideeMymoneyAppTransactionDataCsvFileImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, 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.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
+func (c *feideeMymoneyAppTransactionDataCsvFileImporter) 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) {
 	fallback := unicode.UTF8.NewDecoder()
 	reader := transform.NewReader(bytes.NewReader(data), unicode.BOMOverride(fallback))
 
-	dataTable, err := c.createNewFeideeMymoneyAppImportedDataTable(ctx, reader)
+	dataTable, err := c.createNewFeideeMymoneyAppBasicDataTable(ctx, reader)
 
 	if err != nil {
 		return nil, nil, nil, nil, nil, nil, err
 	}
 
-	commonDataTable := datatable.CreateNewImportedCommonDataTable(dataTable)
+	commonDataTable := datatable.CreateNewCommonDataTableFromBasicDataTable(dataTable)
 
 	if !commonDataTable.HasColumn(feideeMymoneyAppTransactionTimeColumnName) ||
 		!commonDataTable.HasColumn(feideeMymoneyAppTransactionTypeColumnName) ||
@@ -82,12 +84,12 @@ func (c *feideeMymoneyAppTransactionDataCsvFileImporter) ParseImportedData(ctx c
 		return nil, nil, nil, nil, nil, nil, err
 	}
 
-	dataTableImporter := datatable.CreateNewSimpleImporter(feideeMymoneyTransactionTypeNameMapping)
+	dataTableImporter := converter.CreateNewSimpleImporterWithTypeNameMapping(feideeMymoneyTransactionTypeNameMapping)
 
 	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezoneOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
 }
 
-func (c *feideeMymoneyAppTransactionDataCsvFileImporter) createNewFeideeMymoneyAppImportedDataTable(ctx core.Context, reader io.Reader) (datatable.ImportedDataTable, error) {
+func (c *feideeMymoneyAppTransactionDataCsvFileImporter) createNewFeideeMymoneyAppBasicDataTable(ctx core.Context, reader io.Reader) (datatable.BasicDataTable, error) {
 	csvReader := csv.NewReader(reader)
 	csvReader.FieldsPerRecord = -1
 
@@ -130,7 +132,7 @@ func (c *feideeMymoneyAppTransactionDataCsvFileImporter) createNewFeideeMymoneyA
 		return nil, errs.ErrNotFoundTransactionDataInFile
 	}
 
-	dataTable := csvdatatable.CreateNewCustomCsvImportedDataTable(allOriginalLines)
+	dataTable := csvdatatable.CreateNewCustomCsvBasicDataTable(allOriginalLines)
 
 	return dataTable, nil
 }
@@ -189,9 +191,12 @@ func (c *feideeMymoneyAppTransactionDataCsvFileImporter) createNewFeideeMymoneyA
 
 		transactionType := data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE]
 
-		if transactionType == feideeMymoneyAppTransactionTypeModifyBalanceText || transactionType == feideeMymoneyAppTransactionTypeIncomeText || transactionType == feideeMymoneyAppTransactionTypeExpenseText {
+		if transactionType == feideeMymoneyAppTransactionTypeModifyBalanceText || transactionType == feideeMymoneyAppTransactionTypeModifyOutstandingBalanceText ||
+			transactionType == feideeMymoneyAppTransactionTypeIncomeText || transactionType == feideeMymoneyAppTransactionTypeExpenseText {
 			if transactionType == feideeMymoneyAppTransactionTypeModifyBalanceText {
 				data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = feideeMymoneyTransactionTypeNameMapping[models.TRANSACTION_TYPE_MODIFY_BALANCE]
+			} else if transactionType == feideeMymoneyAppTransactionTypeModifyOutstandingBalanceText {
+				data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = feideeMymoneyTransactionTypeModifyOutstandingBalanceName
 			} else if transactionType == feideeMymoneyAppTransactionTypeIncomeText {
 				data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = feideeMymoneyTransactionTypeNameMapping[models.TRANSACTION_TYPE_INCOME]
 			} else if transactionType == feideeMymoneyAppTransactionTypeExpenseText {

pkg/converters/feidee/feidee_mymoney_app_transaction_data_csv_file_importer_test.go

@@ -109,6 +109,56 @@ func TestFeideeMymoneyCsvFileImporterParseImportedData_MinimumValidData(t *testi
 	assert.Equal(t, "Test Category3", allNewSubTransferCategories[0].Name)
 }
 
+func TestFeideeMymoneyCsvFileImporterParseImportedData_ParseOutstandingBalanceModification(t *testing.T) {
+	converter := FeideeMymoneyAppTransactionDataCsvFileImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, _, _, err := converter.ParseImportedData(context, user, []byte("随手记导出文件(headers:v5;xxxxx)\n"+
+		"\"交易类型\",\"日期\",\"子类别\",\"账户\",\"金额\",\"备注\",\"关联Id\"\n"+
+		"\"负债变更\",\"2024-09-01 00:00:00\",\"\",\"Test Account\",\"123.45\",\"\",\"\"\n"+
+		"\"负债变更\",\"2024-09-01 01:00:00\",\"\",\"Test Account2\",\"-0.12\",\"\",\"\"\n"), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+
+	assert.Equal(t, 2, len(allNewTransactions))
+	assert.Equal(t, 2, len(allNewAccounts))
+	assert.Equal(t, 1, len(allNewSubExpenseCategories))
+	assert.Equal(t, 1, len(allNewSubIncomeCategories))
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[0].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_EXPENSE, allNewTransactions[0].Type)
+	assert.Equal(t, "2024-09-01 00:00:00", utils.FormatUnixTimeToLongDateTime(utils.GetUnixTimeFromTransactionTime(allNewTransactions[0].TransactionTime), time.UTC))
+	assert.Equal(t, int64(12345), allNewTransactions[0].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[0].OriginalSourceAccountName)
+	assert.Equal(t, "", allNewTransactions[0].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[1].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_INCOME, allNewTransactions[1].Type)
+	assert.Equal(t, "2024-09-01 01:00:00", utils.FormatUnixTimeToLongDateTime(utils.GetUnixTimeFromTransactionTime(allNewTransactions[1].TransactionTime), time.UTC))
+	assert.Equal(t, int64(12), allNewTransactions[1].Amount)
+	assert.Equal(t, "Test Account2", allNewTransactions[1].OriginalSourceAccountName)
+	assert.Equal(t, "", allNewTransactions[1].OriginalCategoryName)
+
+	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, "Test Account2", allNewAccounts[1].Name)
+	assert.Equal(t, "CNY", 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 TestFeideeMymoneyCsvFileImporterParseImportedData_ParseInvalidTime(t *testing.T) {
 	converter := FeideeMymoneyAppTransactionDataCsvFileImporter
 	context := core.NewNullContext()
@@ -238,6 +288,11 @@ func TestFeideeMymoneyCsvFileImporterParseImportedData_ParseInvalidAmount(t *tes
 		"\"余额变更\",\"2024-09-01 01:23:45\",\"\",\"Test Account\",\"123 45\",\"\",\"\""), 0, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
 
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("随手记导出文件(headers:v5;xxxxx)\n"+
+		"\"交易类型\",\"日期\",\"子类别\",\"账户\",\"金额\",\"备注\",\"关联Id\"\n"+
+		"\"负债变更\",\"2024-09-01 01:23:45\",\"\",\"Test Account\",\"123 45\",\"\",\"\""), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+
 	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("随手记导出文件(headers:v5;xxxxx)\n"+
 		"\"交易类型\",\"日期\",\"子类别\",\"账户\",\"金额\",\"备注\",\"关联Id\"\n"+
 		"\"转出\",\"2024-09-01 12:34:56\",\"Test Category\",\"Test Account\",\"123 45\",\"\",\"00000000-0000-0000-0000-000000000001\"\n"+

pkg/converters/feidee/feidee_mymoney_elecloud_transaction_data_row_parser.go

@@ -0,0 +1,87 @@
+package feidee
+
+import (
+	"strings"
+
+	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+var FEIDEE_MYMONEY_ELECLOUD_TRANSACTION_TYPE_MODIFY_BALANCE_NAME = "余额变更"
+var FEIDEE_MYMONEY_ELECLOUD_TRANSACTION_TYPE_OUTSTANDING_MODIFY_BALANCE_NAME = "负债变更"
+var FEIDEE_MYMONEY_ELECLOUD_TRANSACTION_TYPE_INCOME_NAME = "收入"
+var FEIDEE_MYMONEY_ELECLOUD_TRANSACTION_TYPE_EXPENSE_NAME = "支出"
+
+var feideeMymoneyElecloudTransactionTypeNameMapping = map[string]models.TransactionType{
+	FEIDEE_MYMONEY_ELECLOUD_TRANSACTION_TYPE_MODIFY_BALANCE_NAME:             models.TRANSACTION_TYPE_MODIFY_BALANCE,
+	FEIDEE_MYMONEY_ELECLOUD_TRANSACTION_TYPE_OUTSTANDING_MODIFY_BALANCE_NAME: models.TRANSACTION_TYPE_MODIFY_BALANCE,
+	FEIDEE_MYMONEY_ELECLOUD_TRANSACTION_TYPE_INCOME_NAME:                     models.TRANSACTION_TYPE_INCOME,
+	FEIDEE_MYMONEY_ELECLOUD_TRANSACTION_TYPE_EXPENSE_NAME:                    models.TRANSACTION_TYPE_EXPENSE,
+	"转账": models.TRANSACTION_TYPE_TRANSFER,
+	"借入": models.TRANSACTION_TYPE_TRANSFER,
+	"借出": models.TRANSACTION_TYPE_TRANSFER,
+	"收债": models.TRANSACTION_TYPE_TRANSFER,
+	"还债": models.TRANSACTION_TYPE_TRANSFER,
+	"代付": models.TRANSACTION_TYPE_TRANSFER,
+	"报销": models.TRANSACTION_TYPE_TRANSFER,
+	"退款": models.TRANSACTION_TYPE_EXPENSE,
+}
+
+// feideeMymoneyElecloudTransactionDataRowParser defines the structure of feidee mymoney (elecloud) transaction data row parser
+type feideeMymoneyElecloudTransactionDataRowParser struct {
+}
+
+// GetAddedColumns returns the added columns after converting the data row
+func (p *feideeMymoneyElecloudTransactionDataRowParser) GetAddedColumns() []datatable.TransactionDataTableColumn {
+	return nil
+}
+
+// Parse returns the converted transaction data row
+func (p *feideeMymoneyElecloudTransactionDataRowParser) Parse(data map[datatable.TransactionDataTableColumn]string) (rowData map[datatable.TransactionDataTableColumn]string, rowDataValid bool, err error) {
+	rowData = make(map[datatable.TransactionDataTableColumn]string, len(data))
+
+	for column, value := range data {
+		rowData[column] = value
+	}
+
+	rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = strings.ReplaceAll(rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT], ",", "") // remove thousand separator
+
+	if rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] == FEIDEE_MYMONEY_ELECLOUD_TRANSACTION_TYPE_MODIFY_BALANCE_NAME {
+		amount, err := utils.ParseAmount(rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT])
+
+		if err != nil {
+			return nil, false, errs.ErrAmountInvalid
+		}
+
+		// balance modification transaction in feidee mymoney (elecloud) is not the opening balance transaction, it can be added many times
+		if amount >= 0 {
+			rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = FEIDEE_MYMONEY_ELECLOUD_TRANSACTION_TYPE_INCOME_NAME
+		} else {
+			rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = FEIDEE_MYMONEY_ELECLOUD_TRANSACTION_TYPE_EXPENSE_NAME
+			rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(-amount)
+		}
+	} else if rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] == FEIDEE_MYMONEY_ELECLOUD_TRANSACTION_TYPE_OUTSTANDING_MODIFY_BALANCE_NAME {
+		amount, err := utils.ParseAmount(rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT])
+
+		if err != nil {
+			return nil, false, errs.ErrAmountInvalid
+		}
+
+		// outstanding balance modification transaction in feidee mymoney app is not the opening balance transaction, it can be added many times
+		if amount >= 0 {
+			rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = FEIDEE_MYMONEY_ELECLOUD_TRANSACTION_TYPE_EXPENSE_NAME
+		} else {
+			rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = FEIDEE_MYMONEY_ELECLOUD_TRANSACTION_TYPE_INCOME_NAME
+			rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(-amount)
+		}
+	}
+
+	return rowData, true, nil
+}
+
+// createFeideeMymoneyElecloudTransactionDataRowParser returns feidee mymoney (elecloud) transaction data row parser
+func createFeideeMymoneyElecloudTransactionDataRowParser() datatable.TransactionDataRowParser {
+	return &feideeMymoneyElecloudTransactionDataRowParser{}
+}

pkg/converters/feidee/feidee_mymoney_elecloud_transaction_data_xlsx_file_importer.go

@@ -0,0 +1,46 @@
+package feidee
+
+import (
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
+	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
+	"github.com/mayswind/ezbookkeeping/pkg/converters/excel"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+)
+
+var feideeMymoneyElecloudDataColumnNameMapping = map[datatable.TransactionDataTableColumn]string{
+	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME:     "日期",
+	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE:     "交易类型",
+	datatable.TRANSACTION_DATA_TABLE_CATEGORY:             "分类",
+	datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY:         "子分类",
+	datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME:         "账户1",
+	datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY:     "账户币种",
+	datatable.TRANSACTION_DATA_TABLE_AMOUNT:               "金额",
+	datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME: "账户2",
+	datatable.TRANSACTION_DATA_TABLE_DESCRIPTION:          "备注",
+}
+
+// feideeMymoneyElecloudTransactionDataXlsxFileImporter defines the structure of feidee mymoney (elecloud) xlsx importer for transaction data
+type feideeMymoneyElecloudTransactionDataXlsxFileImporter struct {
+	converter.DataTableTransactionDataImporter
+}
+
+// Initialize a feidee mymoney (elecloud) transaction data xlsx file importer singleton instance
+var (
+	FeideeMymoneyElecloudTransactionDataXlsxFileImporter = &feideeMymoneyElecloudTransactionDataXlsxFileImporter{}
+)
+
+// ParseImportedData returns the imported data by parsing the feidee mymoney (elecloud) transaction xlsx data
+func (c *feideeMymoneyElecloudTransactionDataXlsxFileImporter) 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) {
+	dataTable, err := excel.CreateNewExcelOOXMLFileBasicDataTable(data)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	transactionRowParser := createFeideeMymoneyElecloudTransactionDataRowParser()
+	transactionDataTable := datatable.CreateNewTransactionDataTableFromBasicDataTableWithRowParser(dataTable, feideeMymoneyElecloudDataColumnNameMapping, transactionRowParser)
+	dataTableImporter := converter.CreateNewSimpleImporter(feideeMymoneyElecloudTransactionTypeNameMapping)
+
+	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezoneOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+}

pkg/converters/feidee/feidee_mymoney_elecloud_transaction_data_xlsx_file_importer_test.go

@@ -0,0 +1,117 @@
+package feidee
+
+import (
+	"os"
+	"testing"
+	"time"
+
+	"github.com/stretchr/testify/assert"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+func TestFeideeMymoneyElecloudTransactionDataXlsxImporterParseImportedData_MinimumValidData(t *testing.T) {
+	converter := FeideeMymoneyElecloudTransactionDataXlsxFileImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "USD",
+	}
+
+	testdata, err := os.ReadFile("../../../testdata/feidee_mymoney_elecloud_test_file.xlsx")
+	assert.Nil(t, err)
+
+	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := converter.ParseImportedData(context, user, testdata, 0, nil, nil, nil, nil, nil)
+	assert.Nil(t, err)
+
+	assert.Equal(t, 7, len(allNewTransactions))
+	assert.Equal(t, 2, len(allNewAccounts))
+	assert.Equal(t, 3, len(allNewSubExpenseCategories))
+	assert.Equal(t, 3, len(allNewSubIncomeCategories))
+	assert.Equal(t, 1, 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, "2024-09-01 00:00:00", utils.FormatUnixTimeToLongDateTime(utils.GetUnixTimeFromTransactionTime(allNewTransactions[0].TransactionTime), time.UTC))
+	assert.Equal(t, int64(12345), allNewTransactions[0].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[0].OriginalSourceAccountName)
+	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, "2024-09-01 01:00:00", utils.FormatUnixTimeToLongDateTime(utils.GetUnixTimeFromTransactionTime(allNewTransactions[1].TransactionTime), time.UTC))
+	assert.Equal(t, int64(12), allNewTransactions[1].Amount)
+	assert.Equal(t, "Test Account2", allNewTransactions[1].OriginalSourceAccountName)
+	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, "2024-09-01 01:23:45", utils.FormatUnixTimeToLongDateTime(utils.GetUnixTimeFromTransactionTime(allNewTransactions[2].TransactionTime), time.UTC))
+	assert.Equal(t, int64(12), allNewTransactions[2].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[2].OriginalSourceAccountName)
+	assert.Equal(t, "Test Category", allNewTransactions[2].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[3].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_EXPENSE, allNewTransactions[3].Type)
+	assert.Equal(t, "2024-09-01 12:34:56", utils.FormatUnixTimeToLongDateTime(utils.GetUnixTimeFromTransactionTime(allNewTransactions[3].TransactionTime), time.UTC))
+	assert.Equal(t, int64(100), allNewTransactions[3].Amount)
+	assert.Equal(t, "Test Account2", allNewTransactions[3].OriginalSourceAccountName)
+	assert.Equal(t, "Test Category2", allNewTransactions[3].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[4].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[4].Type)
+	assert.Equal(t, "2024-09-01 23:59:59", utils.FormatUnixTimeToLongDateTime(utils.GetUnixTimeFromTransactionTime(allNewTransactions[4].TransactionTime), time.UTC))
+	assert.Equal(t, int64(5), allNewTransactions[4].Amount)
+	assert.Equal(t, "Test Comment5", allNewTransactions[4].Comment)
+	assert.Equal(t, "Test Account", allNewTransactions[4].OriginalSourceAccountName)
+	assert.Equal(t, "Test Account2", allNewTransactions[4].OriginalDestinationAccountName)
+	assert.Equal(t, "", allNewTransactions[4].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[5].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_INCOME, allNewTransactions[5].Type)
+	assert.Equal(t, "2024-09-10 00:00:00", utils.FormatUnixTimeToLongDateTime(utils.GetUnixTimeFromTransactionTime(allNewTransactions[5].TransactionTime), time.UTC))
+	assert.Equal(t, int64(-654300), allNewTransactions[5].Amount)
+	assert.Equal(t, "Test Account2", allNewTransactions[5].OriginalSourceAccountName)
+	assert.Equal(t, "Test Category5", allNewTransactions[5].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[6].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_EXPENSE, allNewTransactions[6].Type)
+	assert.Equal(t, "2024-09-11 05:06:00", utils.FormatUnixTimeToLongDateTime(utils.GetUnixTimeFromTransactionTime(allNewTransactions[6].TransactionTime), time.UTC))
+	assert.Equal(t, int64(-112340), allNewTransactions[6].Amount)
+	assert.Equal(t, "Foo#\\r\\nBar", allNewTransactions[6].Comment)
+	assert.Equal(t, "Test Account", allNewTransactions[6].OriginalSourceAccountName)
+	assert.Equal(t, "Test Category4", allNewTransactions[6].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[0].Uid)
+	assert.Equal(t, "Test Account2", allNewAccounts[0].Name)
+	assert.Equal(t, "CNY", allNewAccounts[0].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[1].Uid)
+	assert.Equal(t, "Test Account", allNewAccounts[1].Name)
+	assert.Equal(t, "CNY", allNewAccounts[1].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewSubExpenseCategories[0].Uid)
+	assert.Equal(t, "", allNewSubExpenseCategories[0].Name)
+
+	assert.Equal(t, int64(1234567890), allNewSubExpenseCategories[1].Uid)
+	assert.Equal(t, "Test Category4", allNewSubExpenseCategories[1].Name)
+
+	assert.Equal(t, int64(1234567890), allNewSubExpenseCategories[2].Uid)
+	assert.Equal(t, "Test Category2", allNewSubExpenseCategories[2].Name)
+
+	assert.Equal(t, int64(1234567890), allNewSubIncomeCategories[0].Uid)
+	assert.Equal(t, "", allNewSubIncomeCategories[0].Name)
+
+	assert.Equal(t, int64(1234567890), allNewSubIncomeCategories[1].Uid)
+	assert.Equal(t, "Test Category5", allNewSubIncomeCategories[1].Name)
+
+	assert.Equal(t, int64(1234567890), allNewSubIncomeCategories[2].Uid)
+	assert.Equal(t, "Test Category", allNewSubIncomeCategories[2].Name)
+
+	assert.Equal(t, int64(1234567890), allNewSubTransferCategories[0].Uid)
+	assert.Equal(t, "", allNewSubTransferCategories[0].Name)
+}

pkg/converters/feidee/feidee_mymoney_transaction_data_row_parser.go

@@ -14,6 +14,8 @@ var feideeMymoneyTransactionTypeNameMapping = map[models.TransactionType]string{
 	models.TRANSACTION_TYPE_TRANSFER:       "转账",
 }
 
+var feideeMymoneyTransactionTypeModifyOutstandingBalanceName = "负债变更"
+
 // feideeMymoneyTransactionDataRowParser defines the structure of feidee mymoney transaction data row parser
 type feideeMymoneyTransactionDataRowParser struct {
 }
@@ -49,6 +51,20 @@ func (p *feideeMymoneyTransactionDataRowParser) Parse(data map[datatable.Transac
 			rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = feideeMymoneyTransactionTypeNameMapping[models.TRANSACTION_TYPE_EXPENSE]
 			rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(-amount)
 		}
+	} else if rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] == feideeMymoneyTransactionTypeModifyOutstandingBalanceName {
+		amount, err := utils.ParseAmount(rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT])
+
+		if err != nil {
+			return nil, false, errs.ErrAmountInvalid
+		}
+
+		// outstanding balance modification transaction in feidee mymoney app is not the opening balance transaction, it can be added many times
+		if amount >= 0 {
+			rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = feideeMymoneyTransactionTypeNameMapping[models.TRANSACTION_TYPE_EXPENSE]
+		} else {
+			rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = feideeMymoneyTransactionTypeNameMapping[models.TRANSACTION_TYPE_INCOME]
+			rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(-amount)
+		}
 	}
 
 	return rowData, true, nil

pkg/converters/feidee/feidee_mymoney_web_transaction_data_xls_file_importer.go

@@ -1,6 +1,7 @@
 package feidee
 
 import (
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
 	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
 	"github.com/mayswind/ezbookkeeping/pkg/converters/excel"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
@@ -20,7 +21,7 @@ var feideeMymoneyWebDataColumnNameMapping = map[datatable.TransactionDataTableCo
 
 // feideeMymoneyWebTransactionDataXlsFileImporter defines the structure of feidee mymoney (web) xls importer for transaction data
 type feideeMymoneyWebTransactionDataXlsFileImporter struct {
-	datatable.DataTableTransactionDataImporter
+	converter.DataTableTransactionDataImporter
 }
 
 // Initialize a feidee mymoney (web) transaction data xls file importer singleton instance
@@ -29,16 +30,16 @@ var (
 )
 
 // ParseImportedData returns the imported data by parsing the feidee mymoney (web) transaction xls data
-func (c *feideeMymoneyWebTransactionDataXlsFileImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, 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.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
-	dataTable, err := excel.CreateNewExcelFileImportedDataTable(data)
+func (c *feideeMymoneyWebTransactionDataXlsFileImporter) 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) {
+	dataTable, err := excel.CreateNewExcelMSCFBFileBasicDataTable(data)
 
 	if err != nil {
 		return nil, nil, nil, nil, nil, nil, err
 	}
 
 	transactionRowParser := createFeideeMymoneyTransactionDataRowParser()
-	transactionDataTable := datatable.CreateNewImportedTransactionDataTableWithRowParser(dataTable, feideeMymoneyWebDataColumnNameMapping, transactionRowParser)
-	dataTableImporter := datatable.CreateNewSimpleImporter(feideeMymoneyTransactionTypeNameMapping)
+	transactionDataTable := datatable.CreateNewTransactionDataTableFromBasicDataTableWithRowParser(dataTable, feideeMymoneyWebDataColumnNameMapping, transactionRowParser)
+	dataTableImporter := converter.CreateNewSimpleImporterWithTypeNameMapping(feideeMymoneyTransactionTypeNameMapping)
 
 	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezoneOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
 }

pkg/converters/fireflyIII/fireflyiii_transaction_data_csv_file_importer.go

@@ -3,24 +3,28 @@ package fireflyIII
 import (
 	"bytes"
 
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
 	"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"
 )
 
-var fireflyIIITransactionDataColumnNameMapping = map[datatable.TransactionDataTableColumn]string{
-	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME:         "date",
-	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE:         "type",
-	datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY:             "category",
-	datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME:             "source_name",
-	datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY:         "currency_code",
-	datatable.TRANSACTION_DATA_TABLE_AMOUNT:                   "amount",
-	datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME:     "destination_name",
-	datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY: "foreign_currency_code",
-	datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT:           "foreign_amount",
-	datatable.TRANSACTION_DATA_TABLE_TAGS:                     "tags",
-	datatable.TRANSACTION_DATA_TABLE_DESCRIPTION:              "description",
+var fireflyIIITransactionSupportedColumns = map[datatable.TransactionDataTableColumn]bool{
+	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME:         true,
+	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE:     true,
+	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE:         true,
+	datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY:             true,
+	datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME:             true,
+	datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY:         true,
+	datatable.TRANSACTION_DATA_TABLE_AMOUNT:                   true,
+	datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME:     true,
+	datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY: true,
+	datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT:           true,
+	datatable.TRANSACTION_DATA_TABLE_TAGS:                     true,
+	datatable.TRANSACTION_DATA_TABLE_DESCRIPTION:              true,
 }
 
 var fireflyIIITransactionTypeNameMapping = map[models.TransactionType]string{
@@ -39,17 +43,30 @@ var (
 )
 
 // ParseImportedData returns the imported data by parsing the firefly III transaction csv data
-func (c *fireflyIIITransactionDataCsvFileImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, 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.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
+func (c *fireflyIIITransactionDataCsvFileImporter) 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) {
 	reader := bytes.NewReader(data)
-	dataTable, err := csv.CreateNewCsvImportedDataTable(ctx, reader)
+	dataTable, err := csv.CreateNewCsvBasicDataTable(ctx, reader)
 
 	if err != nil {
 		return nil, nil, nil, nil, nil, nil, err
 	}
 
+	commonDataTable := datatable.CreateNewCommonDataTableFromBasicDataTable(dataTable)
+
+	if !commonDataTable.HasColumn(fireflyIIITransactionTimeColumnName) ||
+		!commonDataTable.HasColumn(fireflyIIITransactionTypeColumnName) ||
+		!commonDataTable.HasColumn(fireflyIIITransactionSourceAccountNameColumnName) ||
+		!commonDataTable.HasColumn(fireflyIIITransactionSourceAccountTypeColumnName) ||
+		!commonDataTable.HasColumn(fireflyIIITransactionDestinationAccountNameColumnName) ||
+		!commonDataTable.HasColumn(fireflyIIITransactionDestinationAccountTypeColumnName) ||
+		!commonDataTable.HasColumn(fireflyIIITransactionAmountColumnName) {
+		log.Errorf(ctx, "[fireflyiii_transaction_data_csv_file_importer.ParseImportedData] cannot parse Firefly III csv data, because missing essential columns in header row")
+		return nil, nil, nil, nil, nil, nil, errs.ErrMissingRequiredFieldInHeaderRow
+	}
+
 	transactionRowParser := createFireflyIIITransactionDataRowParser()
-	transactionDataTable := datatable.CreateNewImportedTransactionDataTableWithRowParser(dataTable, fireflyIIITransactionDataColumnNameMapping, transactionRowParser)
-	dataTableImporter := datatable.CreateNewImporter(fireflyIIITransactionTypeNameMapping, "", ",")
+	transactionDataTable := datatable.CreateNewTransactionDataTableFromCommonDataTable(commonDataTable, fireflyIIITransactionSupportedColumns, transactionRowParser)
+	dataTableImporter := converter.CreateNewImporterWithTypeNameMapping(fireflyIIITransactionTypeNameMapping, "", "", ",")
 
 	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezoneOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
 }

pkg/converters/fireflyIII/fireflyiii_transaction_data_csv_file_importer_test.go

@@ -20,11 +20,11 @@ func TestFireFlyIIICsvFileConverterParseImportedData_MinimumValidData(t *testing
 		DefaultCurrency: "CNY",
 	}
 
-	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,destination_name,category\n"+
-		"\"Opening balance\",-123.45,2024-09-01T00:00:00+08:00,\"Initial balance for \"\"Test Account\"\"\",\"Test Account\",\n"+
-		"Deposit,-0.12,2024-09-01T01:23:45+08:00,\"A revenue account\",\"Test Account\",\"Test Category\"\n"+
-		"Withdrawal,-1.00,2024-09-01T12:34:56+08:00,\"Test Account\",\"A expense account\",\"Test Category2\"\n"+
-		"Transfer,-0.05,2024-09-01T23:59:59+08:00,\"Test Account\",\"Test Account2\",\"Test Category3\""), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"\"Opening balance\",123.45,2024-09-01T00:00:00+08:00,\"Initial balance for \"\"Test Account\"\"\",\"Initial balance account\",\"Test Account\",\"Asset account\",\n"+
+		"Deposit,0.12,2024-09-01T01:23:45+08:00,\"A revenue account\",\"Revenue account\",\"Test Account\",\"Asset account\",\"Test Category\"\n"+
+		"Withdrawal,-1.00,2024-09-01T12:34:56+08:00,\"Test Account\",\"Asset account\",\"A expense account\",\"Expense account\",\"Test Category2\"\n"+
+		"Transfer,0.05,2024-09-01T23:59:59+08:00,\"Test Account\",\"Asset account\",\"Test Account2\",\"Asset account\",\"Test Category3\""), 0, nil, nil, nil, nil, nil)
 
 	assert.Nil(t, err)
 
@@ -91,16 +91,16 @@ func TestFireFlyIIICsvFileConverterParseImportedData_ParseInvalidTime(t *testing
 		DefaultCurrency: "CNY",
 	}
 
-	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,destination_name,category\n"+
-		"Withdrawal,-1.00,2024-09-01T12:34:56,\"Test Account\",\"A expense account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Withdrawal,-1.00,2024-09-01T12:34:56,\"Test Account\",\"Asset account\",\"A expense account\",\"Expense account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrTransactionTimeInvalid.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,destination_name,category\n"+
-		"Withdrawal,-1.00,2024-09-01 12:34:56+08:00,\"Test Account\",\"A expense account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Withdrawal,-1.00,2024-09-01 12:34:56+08:00,\"Test Account\",\"Asset account\",\"A expense account\",\"Expense account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrTransactionTimeInvalid.Message)
 }
 
-func TestFireFlyIIICsvFileConverterParseImportedData_ParseInvalidType(t *testing.T) {
+func TestFireFlyIIICsvFileConverterParseImportedData_ParseValidTransactionType(t *testing.T) {
 	converter := FireflyIIITransactionDataCsvFileImporter
 	context := core.NewNullContext()
 
@@ -109,11 +109,134 @@ func TestFireFlyIIICsvFileConverterParseImportedData_ParseInvalidType(t *testing
 		DefaultCurrency: "CNY",
 	}
 
-	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,destination_name,category\n"+
-		"Type,-123.45,2024-09-01T12:34:56+08:00,\"Test Account\",\"A expense account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
+	// income transactions
+	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Deposit,10.00,2024-09-01T12:34:56+08:00,\"A revenue account\",\"Revenue account\",\"Test Account\",\"Asset account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_INCOME, allNewTransactions[0].Type)
+	assert.Equal(t, int64(1000), allNewTransactions[0].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[0].OriginalSourceAccountName)
+
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Deposit,10.00,2024-09-01T12:34:56+08:00,\"A revenue account\",\"Revenue account\",\"Test Account\",\"Debt\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_INCOME, allNewTransactions[0].Type)
+	assert.Equal(t, int64(1000), allNewTransactions[0].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[0].OriginalSourceAccountName)
+
+	// expense transactions
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Withdrawal,-10.00,2024-09-01T12:34:56+08:00,\"Test Account\",\"Asset account\",\"A expense account\",\"Expense account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_EXPENSE, allNewTransactions[0].Type)
+	assert.Equal(t, int64(1000), allNewTransactions[0].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[0].OriginalSourceAccountName)
+
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Withdrawal,-10.00,2024-09-01T12:34:56+08:00,\"Test Account\",\"Debt\",\"A expense account\",\"Expense account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_EXPENSE, allNewTransactions[0].Type)
+	assert.Equal(t, int64(1000), allNewTransactions[0].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[0].OriginalSourceAccountName)
+
+	// opening balance transactions
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"\"Opening balance\",10.00,2024-09-01T12:34:56+08:00,\"Initial balance\",\"Initial balance account\",\"Test Account\",\"Asset account\",\"\""), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_MODIFY_BALANCE, allNewTransactions[0].Type)
+	assert.Equal(t, int64(1000), allNewTransactions[0].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[0].OriginalSourceAccountName)
+
+	// transfer transactions
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Transfer,10.00,2024-09-01T12:34:56+08:00,\"Test Account\",\"Asset account\",\"Test Account2\",\"Asset account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[0].Type)
+	assert.Equal(t, int64(1000), allNewTransactions[0].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[0].OriginalSourceAccountName)
+	assert.Equal(t, "Test Account2", allNewTransactions[0].OriginalDestinationAccountName)
+
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Withdrawal,-10.00,2024-09-01T12:34:56+08:00,\"Test Account\",\"Asset account\",\"Test Account2\",\"Debt\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[0].Type)
+	assert.Equal(t, int64(1000), allNewTransactions[0].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[0].OriginalSourceAccountName)
+	assert.Equal(t, "Test Account2", allNewTransactions[0].OriginalDestinationAccountName)
+
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Deposit,10.00,2024-09-01T12:34:56+08:00,\"Test Account\",\"Debt\",\"Test Account2\",\"Asset account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[0].Type)
+	assert.Equal(t, int64(1000), allNewTransactions[0].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[0].OriginalSourceAccountName)
+	assert.Equal(t, "Test Account2", allNewTransactions[0].OriginalDestinationAccountName)
+
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Transfer,10.00,2024-09-01T12:34:56+08:00,\"Test Account\",\"Debt\",\"Test Account2\",\"Debt\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[0].Type)
+	assert.Equal(t, int64(1000), allNewTransactions[0].Amount)
+	assert.Equal(t, "Test Account", allNewTransactions[0].OriginalSourceAccountName)
+	assert.Equal(t, "Test Account2", allNewTransactions[0].OriginalDestinationAccountName)
+}
+
+func TestFireFlyIIICsvFileConverterParseImportedData_ParseInvalidTransactionType(t *testing.T) {
+	converter := FireflyIIITransactionDataCsvFileImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Transfer,10.00,2024-09-01T12:34:56+08:00,\"Test Account\",\"Revenue account\",\"Test Account2\",\"Expense account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrTransactionTypeInvalid.Message)
 }
 
+func TestFireFlyIIICsvFileConverterParseImportedData_ParseAccountNameAsCategoryName(t *testing.T) {
+	converter := FireflyIIITransactionDataCsvFileImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Withdrawal,-1.00,2024-09-01T12:34:56+08:00,\"Test Account\",\"Asset account\",\"A expense account\",\"Expense account\",\"\""), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, "A expense account", allNewTransactions[0].OriginalCategoryName)
+
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Deposit,10.00,2024-09-01T12:34:56+08:00,\"A revenue account\",\"Revenue account\",\"Test Account\",\"Asset account\",\"\""), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, "A revenue account", allNewTransactions[0].OriginalCategoryName)
+}
+
 func TestFireFlyIIICsvFileConverterParseImportedData_ParseValidTimezone(t *testing.T) {
 	converter := FireflyIIITransactionDataCsvFileImporter
 	context := core.NewNullContext()
@@ -123,20 +246,20 @@ func TestFireFlyIIICsvFileConverterParseImportedData_ParseValidTimezone(t *testi
 		DefaultCurrency: "CNY",
 	}
 
-	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,destination_name,category\n"+
-		"Withdrawal,-1.00,2024-09-01T12:34:56-10:00,\"Test Account\",\"A expense account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Withdrawal,-1.00,2024-09-01T12:34:56-10:00,\"Test Account\",\"Asset account\",\"A expense account\",\"Expense account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 	assert.Equal(t, 1, len(allNewTransactions))
 	assert.Equal(t, int64(1725230096), utils.GetUnixTimeFromTransactionTime(allNewTransactions[0].TransactionTime))
 
-	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,destination_name,category\n"+
-		"Withdrawal,-1.00,2024-09-01T12:34:56+00:00,\"Test Account\",\"A expense account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Withdrawal,-1.00,2024-09-01T12:34:56+00:00,\"Test Account\",\"Asset account\",\"A expense account\",\"Expense account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 	assert.Equal(t, 1, len(allNewTransactions))
 	assert.Equal(t, int64(1725194096), utils.GetUnixTimeFromTransactionTime(allNewTransactions[0].TransactionTime))
 
-	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,destination_name,category\n"+
-		"Withdrawal,-1.00,2024-09-01T12:34:56+12:45,\"Test Account\",\"A expense account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Withdrawal,-1.00,2024-09-01T12:34:56+12:45,\"Test Account\",\"Asset account\",\"A expense account\",\"Expense account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
 	assert.Nil(t, err)
 	assert.Equal(t, 1, len(allNewTransactions))
 	assert.Equal(t, int64(1725148196), utils.GetUnixTimeFromTransactionTime(allNewTransactions[0].TransactionTime))
@@ -151,9 +274,9 @@ func TestFireFlyIIICsvFileConverterParseImportedData_ParseValidAccountCurrency(t
 		DefaultCurrency: "CNY",
 	}
 
-	allNewTransactions, allNewAccounts, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,foreign_amount,date,currency_code,foreign_currency_code,source_name,destination_name,category\n"+
-		"\"Opening balance\",-123.45,,2024-09-01T00:00:00+08:00,USD,,\"Initial balance for \"\"Test Account\"\"\",\"Test Account\",\n"+
-		"Transfer,-1.23,-1.10,2024-09-01T23:59:59+08:00,USD,EUR,\"Test Account\",\"Test Account2\",\"Test Category2\""), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, allNewAccounts, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,foreign_amount,date,currency_code,foreign_currency_code,source_name,source_type,destination_name,destination_type,category\n"+
+		"\"Opening balance\",123.45,,2024-09-01T00:00:00+08:00,USD,,\"Initial balance for \"\"Test Account\"\"\",\"Initial balance account\",\"Test Account\",\"Asset account\",\n"+
+		"Transfer,1.23,-1.10,2024-09-01T23:59:59+08:00,USD,EUR,\"Test Account\",\"Asset account\",\"Test Account2\",\"Asset account\",\"Test Category2\""), 0, nil, nil, nil, nil, nil)
 
 	assert.Nil(t, err)
 
@@ -169,6 +292,45 @@ func TestFireFlyIIICsvFileConverterParseImportedData_ParseValidAccountCurrency(t
 	assert.Equal(t, "EUR", allNewAccounts[1].Currency)
 }
 
+func TestFireFlyIIICsvFileConverterParseImportedData_ParseValidForeignAmountAndCurrency(t *testing.T) {
+	converter := FireflyIIITransactionDataCsvFileImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,foreign_amount,date,currency_code,foreign_currency_code,source_name,source_type,destination_name,destination_type,category\n"+
+		"Transfer,10.00,15.00,2024-09-01T12:34:56+08:00,USD,EUR,\"Test Account\",\"Asset account\",\"Test Account2\",\"Asset account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[0].Type)
+	assert.Equal(t, int64(1000), allNewTransactions[0].Amount)
+	assert.Equal(t, int64(1500), allNewTransactions[0].RelatedAccountAmount)
+	assert.Equal(t, "USD", allNewTransactions[0].OriginalSourceAccountCurrency)
+	assert.Equal(t, "EUR", allNewTransactions[0].OriginalDestinationAccountCurrency)
+
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,currency_code,foreign_currency_code,source_name,source_type,destination_name,destination_type,category\n"+
+		"Transfer,10.00,2024-09-01T12:34:56+08:00,USD,EUR,\"Test Account\",\"Asset account\",\"Test Account2\",\"Asset account\",\"Test Category\""), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, int64(1000), allNewTransactions[0].Amount)
+	assert.Equal(t, int64(1000), allNewTransactions[0].RelatedAccountAmount)
+	assert.Equal(t, "USD", allNewTransactions[0].OriginalSourceAccountCurrency)
+	assert.Equal(t, "EUR", allNewTransactions[0].OriginalDestinationAccountCurrency)
+
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,currency_code,source_name,source_type,destination_name,destination_type,category\n"+
+		"Transfer,10.00,2024-09-01T12:34:56+08:00,USD,\"Test Account\",\"Asset account\",\"Test Account2\",\"Asset account\",\"Test Category\""), 0, 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, "USD", allNewTransactions[0].OriginalDestinationAccountCurrency)
+}
+
 func TestFireFlyIIICsvFileConverterParseImportedData_ParseInvalidAccountCurrency(t *testing.T) {
 	converter := FireflyIIITransactionDataCsvFileImporter
 	context := core.NewNullContext()
@@ -178,14 +340,14 @@ func TestFireFlyIIICsvFileConverterParseImportedData_ParseInvalidAccountCurrency
 		DefaultCurrency: "CNY",
 	}
 
-	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,foreign_amount,date,currency_code,foreign_currency_code,source_name,destination_name,category\n"+
-		"\"Opening balance\",-123.45,,2024-09-01T00:00:00+08:00,USD,,\"Initial balance for \"\"Test Account\"\"\",\"Test Account\",\n"+
-		"Transfer,-1.23,-1.10,2024-09-01T23:59:59+08:00,CNY,EUR,\"Test Account\",\"Test Account2\",\"Test Category3\""), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,foreign_amount,date,currency_code,foreign_currency_code,source_name,source_type,destination_name,destination_type,category\n"+
+		"\"Opening balance\",123.45,,2024-09-01T00:00:00+08:00,USD,,\"Initial balance for \"\"Test Account\"\"\",\"Initial balance account\",\"Test Account\",\"Asset account\",\n"+
+		"Transfer,1.23,1.10,2024-09-01T23:59:59+08:00,CNY,EUR,\"Test Account\",\"Asset account\",\"Test Account2\",\"Asset account\",\"Test Category3\""), 0, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrAccountCurrencyInvalid.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,foreign_amount,date,currency_code,foreign_currency_code,source_name,destination_name,category\n"+
-		"\"Opening balance\",-123.45,,2024-09-01T00:00:00+08:00,USD,,\"Initial balance for \"\"Test Account\"\"\",\"Test Account\",\n"+
-		"Transfer,-1.23,-1.10,2024-09-01T23:59:59+08:00,CNY,EUR,\"Test Account2\",\"Test Account\",\"Test Category3\""), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,foreign_amount,date,currency_code,foreign_currency_code,source_name,source_type,destination_name,destination_type,category\n"+
+		"\"Opening balance\",123.45,,2024-09-01T00:00:00+08:00,USD,,\"Initial balance for \"\"Test Account\"\"\",\"Initial balance account\",\"Test Account\",\n"+
+		"Transfer,1.23,1.10,2024-09-01T23:59:59+08:00,CNY,EUR,\"Test Account2\",\"Asset account\",\"Test Account\",\"Asset account\",\"Test Category3\""), 0, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrAccountCurrencyInvalid.Message)
 }
 
@@ -198,12 +360,12 @@ func TestFireFlyIIICsvFileConverterParseImportedData_ParseNotSupportedCurrency(t
 		DefaultCurrency: "CNY",
 	}
 
-	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,foreign_amount,date,currency_code,foreign_currency_code,source_name,destination_name,category\n"+
-		"\"Opening balance\",-123.45,,2024-09-01T00:00:00+08:00,XXX,,\"Initial balance for \"\"Test Account\"\"\",\"Test Account\",\n"), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,foreign_amount,date,currency_code,foreign_currency_code,source_name,source_type,destination_name,destination_type,category\n"+
+		"\"Opening balance\",123.45,,2024-09-01T00:00:00+08:00,XXX,,\"Initial balance for \"\"Test Account\"\"\",\"Initial balance account\",\"Test Account\",\"Asset account\",\n"), 0, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrAccountCurrencyInvalid.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,foreign_amount,date,currency_code,foreign_currency_code,source_name,destination_name,category\n"+
-		"Transfer,-123.45,-123.45,2024-09-01T23:59:59+08:00,USD,XXX,\"Test Account\",\"Test Account2\",\"Test Category2\""), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,foreign_amount,date,currency_code,foreign_currency_code,source_name,source_type,destination_name,destination_type,category\n"+
+		"Transfer,123.45,123.45,2024-09-01T23:59:59+08:00,USD,XXX,\"Test Account\",\"Asset account\",\"Test Account2\",\"Asset account\",\"Test Category2\""), 0, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrAccountCurrencyInvalid.Message)
 }
 
@@ -216,12 +378,12 @@ func TestFireFlyIIICsvFileConverterParseImportedData_ParseInvalidAmount(t *testi
 		DefaultCurrency: "CNY",
 	}
 
-	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,destination_name,category\n"+
-		"Withdrawal,-123 45,2024-09-01T12:34:56+08:00,\"Test Account\",\"A expense account\",\"Test Category\"\n"), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Withdrawal,-123 45,2024-09-01T12:34:56+08:00,\"Test Account\",\"Asset account\",\"A expense account\",\"Expense account\",\"Test Category\"\n"), 0, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
 
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,foreign_amount,date,source_name,destination_name,category\n"+
-		"Transfer,-123.45,-123 45,2024-09-01T23:59:59+08:00,\"Test Account\",\"Test Account2\",\"Test Category2\""), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,foreign_amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Transfer,123.45,123 45,2024-09-01T23:59:59+08:00,\"Test Account\",\"Asset account\",\"Test Account2\",\"Asset account\",\"Test Category2\""), 0, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
 }
 
@@ -234,14 +396,37 @@ func TestFireFlyIIICsvFileConverterParseImportedData_ParseDescription(t *testing
 		DefaultCurrency: "CNY",
 	}
 
-	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,description,date,source_name,destination_name,category\n"+
-		"Withdrawal,-123.45,\"foo    bar\t#test\",2024-09-01T12:34:56+08:00,\"Test Account\",\"A expense account\",\"Test Category\"\n"), 0, nil, nil, nil, nil, nil)
+	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,description,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Withdrawal,-123.45,\"foo    bar\t#test\",2024-09-01T12:34:56+08:00,\"Test Account\",\"Asset account\",\"A expense account\",\"Expense account\",\"Test Category\"\n"), 0, nil, nil, nil, nil, nil)
 
 	assert.Nil(t, err)
 	assert.Equal(t, 1, len(allNewTransactions))
 	assert.Equal(t, "foo    bar\t#test", allNewTransactions[0].Comment)
 }
 
+func TestFireFlyIIICsvFileConverterParseImportedData_ParseTags(t *testing.T) {
+	converter := FireflyIIITransactionDataCsvFileImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, _, _, _, _, allNewTags, err := converter.ParseImportedData(context, user, []byte("type,amount,tags,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"Withdrawal,-123.45,\"tag1,tag2,tag3\",2024-09-01T12:34:56+08:00,\"Test Account\",\"Asset account\",\"A expense account\",\"Expense account\",\"Test Category\"\n"), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, 3, len(allNewTags))
+	assert.Equal(t, int64(1234567890), allNewTags[0].Uid)
+	assert.Equal(t, "tag1", allNewTags[0].Name)
+	assert.Equal(t, int64(1234567890), allNewTags[1].Uid)
+	assert.Equal(t, "tag2", allNewTags[1].Name)
+	assert.Equal(t, int64(1234567890), allNewTags[2].Uid)
+	assert.Equal(t, "tag3", allNewTags[2].Name)
+}
+
 func TestFireFlyIIICsvFileConverterParseImportedData_MissingFileHeader(t *testing.T) {
 	converter := FireflyIIITransactionDataCsvFileImporter
 	context := core.NewNullContext()
@@ -252,7 +437,7 @@ func TestFireFlyIIICsvFileConverterParseImportedData_MissingFileHeader(t *testin
 	}
 
 	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(""), 0, nil, nil, nil, nil, nil)
-	assert.EqualError(t, err, errs.ErrNotFoundTransactionDataInFile.Message)
+	assert.EqualError(t, err, errs.ErrMissingRequiredFieldInHeaderRow.Message)
 }
 
 func TestFireFlyIIICsvFileConverterParseImportedData_MissingRequiredColumn(t *testing.T) {
@@ -265,32 +450,37 @@ func TestFireFlyIIICsvFileConverterParseImportedData_MissingRequiredColumn(t *te
 	}
 
 	// Missing Time Column
-	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,source_name,destination_name,category\n"+
-		"\"Opening balance\",-123.45,\"Initial balance for \"\"Test Account\"\"\",\"Test Account\",\n"), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte("type,amount,source_name,source_type,destination_name,destination_type,category\n"+
+		"\"Opening balance\",123.45,\"Initial balance for \"\"Test Account\"\"\",\"Initial balance account\",\"Test Account\",\"Asset account\",\n"), 0, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrMissingRequiredFieldInHeaderRow.Message)
 
 	// Missing Type Column
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("amount,date,source_name,destination_name,category\n"+
-		"-123.45,2024-09-01T00:00:00+08:00,\"Initial balance for \"\"Test Account\"\"\",\"Test Account\",\n"), 0, nil, nil, nil, nil, nil)
-	assert.EqualError(t, err, errs.ErrMissingRequiredFieldInHeaderRow.Message)
-
-	// Missing Sub Category Column
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,destination_name\n"+
-		"\"Opening balance\",-123.45,2024-09-01T00:00:00+08:00,\"Initial balance for \"\"Test Account\"\"\",\"Test Account\"\n"), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("amount,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"123.45,2024-09-01T00:00:00+08:00,\"Initial balance for \"\"Test Account\"\"\",\"Initial balance account\",\"Test Account\",\"Asset account\",\n"), 0, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrMissingRequiredFieldInHeaderRow.Message)
 
 	// Missing Account Name Column
 	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,destination_name,category\n"+
-		"\"Opening balance\",-123.45,2024-09-01T00:00:00+08:00,\"Test Account\",\n"), 0, nil, nil, nil, nil, nil)
+		"\"Opening balance\",123.45,2024-09-01T00:00:00+08:00,\"Test Account\",\n"), 0, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrMissingRequiredFieldInHeaderRow.Message)
 
 	// Missing Amount Column
-	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,date,source_name,destination_name,category\n"+
-		"\"Opening balance\",2024-09-01T00:00:00+08:00,\"Initial balance for \"\"Test Account\"\"\",\"Test Account\",\n"), 0, nil, nil, nil, nil, nil)
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,date,source_name,source_type,destination_name,destination_type,category\n"+
+		"\"Opening balance\",2024-09-01T00:00:00+08:00,\"Initial balance for \"\"Test Account\"\"\",\"Initial balance account\",\"Test Account\",\"Asset account\",\n"), 0, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrMissingRequiredFieldInHeaderRow.Message)
 
 	// Missing Account2 Name Column
 	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,category\n"+
-		"\"Opening balance\",-123.45,2024-09-01T00:00:00+08:00,\"Initial balance for \"\"Test Account\"\"\",\n"), 0, nil, nil, nil, nil, nil)
+		"\"Opening balance\",123.45,2024-09-01T00:00:00+08:00,\"Initial balance for \"\"Test Account\"\"\",\n"), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrMissingRequiredFieldInHeaderRow.Message)
+
+	// Missing Source Account Type Column
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,destination_name,destination_type,category\n"+
+		"\"Opening balance\",123.45,2024-09-01T00:00:00+08:00,\"Initial balance for \"\"Test Account\"\"\",\"Test Account\",\"Asset account\",\"Asset account\",\n"), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrMissingRequiredFieldInHeaderRow.Message)
+
+	// Missing Destination Account Type Column
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte("type,amount,date,source_name,source_type,destination_name,category\n"+
+		"\"Opening balance\",123.45,2024-09-01T00:00:00+08:00,\"Initial balance for \"\"Test Account\"\"\",\"Asset account\",\"Test Account\",\n"), 0, nil, nil, nil, nil, nil)
 	assert.EqualError(t, err, errs.ErrMissingRequiredFieldInHeaderRow.Message)
 }

pkg/converters/fireflyIII/fireflyiii_transaction_data_row_parser.go

@@ -1,95 +1,133 @@
 package fireflyIII
 
 import (
-	"strings"
-
 	"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"
 )
 
+const fireflyIIITransactionTimeColumnName = "date"
+const fireflyIIITransactionTypeColumnName = "type"
+const fireflyIIITransactionCategoryColumnName = "category"
+const fireflyIIITransactionSourceAccountNameColumnName = "source_name"
+const fireflyIIITransactionSourceAccountTypeColumnName = "source_type"
+const fireflyIIITransactionCurrencyCodeColumnName = "currency_code"
+const fireflyIIITransactionAmountColumnName = "amount"
+const fireflyIIITransactionDestinationAccountNameColumnName = "destination_name"
+const fireflyIIITransactionDestinationAccountTypeColumnName = "destination_type"
+const fireflyIIITransactionForeignCurrencyCodeColumnName = "foreign_currency_code"
+const fireflyIIITransactionForeignAmountColumnName = "foreign_amount"
+const fireflyIIITransactionTagsColumnName = "tags"
+const fireflyIIITransactionDescriptionColumnName = "description"
+
+const fireflyIIIAssetAccountName = "Asset account"
+const fireflyIIIExpenseAccountName = "Expense account"
+const fireflyIIIRevenueAccountName = "Revenue account"
+const fireflyIIIDebtAccountName = "Debt"
+
 // fireflyIIITransactionDataRowParser defines the structure of firefly III transaction data row parser
 type fireflyIIITransactionDataRowParser struct {
 }
 
-// GetAddedColumns returns the added columns after converting the data row
-func (p *fireflyIIITransactionDataRowParser) GetAddedColumns() []datatable.TransactionDataTableColumn {
-	return []datatable.TransactionDataTableColumn{
-		datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE,
-	}
-}
-
 // Parse returns the converted transaction data row
-func (p *fireflyIIITransactionDataRowParser) Parse(data map[datatable.TransactionDataTableColumn]string) (rowData map[datatable.TransactionDataTableColumn]string, rowDataValid bool, err error) {
-	rowData = make(map[datatable.TransactionDataTableColumn]string, len(data))
-
-	rowData[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] = ""
-
-	for column, value := range data {
-		rowData[column] = value
-	}
+func (p *fireflyIIITransactionDataRowParser) Parse(ctx core.Context, user *models.User, dataRow datatable.CommonDataTableRow, rowId string) (rowData map[datatable.TransactionDataTableColumn]string, rowDataValid bool, err error) {
+	rowData = make(map[datatable.TransactionDataTableColumn]string, len(fireflyIIITransactionSupportedColumns))
 
 	// parse long date time and timezone
-	if rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME] != "" {
-		if strings.Index(rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME], "T") <= 0 {
-			return nil, false, errs.ErrTransactionTimeInvalid
-		}
+	dateTime, err := utils.ParseFromLongDateTimeWithTimezoneRFC3339Format(dataRow.GetData(fireflyIIITransactionTimeColumnName))
 
-		dateTime, err := utils.ParseFromLongDateTimeWithTimezone(strings.ReplaceAll(rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME], "T", " "))
-
-		if err != nil {
-			return nil, false, errs.ErrTransactionTimeInvalid
-		}
-
-		rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = utils.FormatUnixTimeToLongDateTime(dateTime.Unix(), dateTime.Location())
-		rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] = utils.FormatTimezoneOffset(dateTime.Location())
+	if err != nil {
+		return nil, false, errs.ErrTransactionTimeInvalid
 	}
 
-	// trim trailing zero in decimal
-	if rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT] != "" {
-		rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.TrimTrailingZerosInDecimal(rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT])
-		amount, err := utils.ParseAmount(rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT])
+	rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = utils.FormatUnixTimeToLongDateTime(dateTime.Unix(), dateTime.Location())
+	rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] = utils.FormatTimezoneOffset(dateTime.Location())
+
+	// parse transaction type, transaction category and amount
+	transactionType := dataRow.GetData(fireflyIIITransactionTypeColumnName)
+	sourceAccountType := dataRow.GetData(fireflyIIITransactionSourceAccountTypeColumnName)
+	destinationAccountType := dataRow.GetData(fireflyIIITransactionDestinationAccountTypeColumnName)
+
+	amount, err := utils.ParseAmount(utils.TrimTrailingZerosInDecimal(dataRow.GetData(fireflyIIITransactionAmountColumnName)))
+
+	if err != nil {
+		return nil, false, errs.ErrAmountInvalid
+	}
+
+	foreignAmount := amount
+
+	if dataRow.HasData(fireflyIIITransactionForeignAmountColumnName) && dataRow.GetData(fireflyIIITransactionForeignAmountColumnName) != "" {
+		foreignAmount, err = utils.ParseAmount(utils.TrimTrailingZerosInDecimal(dataRow.GetData(fireflyIIITransactionForeignAmountColumnName)))
 
 		if err != nil {
 			return nil, false, errs.ErrAmountInvalid
 		}
+	}
 
+	rowData[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] = dataRow.GetData(fireflyIIITransactionCategoryColumnName)
+
+	if sourceAccountType == fireflyIIIRevenueAccountName && (destinationAccountType == fireflyIIIAssetAccountName || destinationAccountType == fireflyIIIDebtAccountName) { // income
+		rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = fireflyIIITransactionTypeNameMapping[models.TRANSACTION_TYPE_INCOME]
+
+		// if the category is empty, use the source account (revenue account) name as the category name
+		if rowData[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] == "" {
+			rowData[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] = dataRow.GetData(fireflyIIITransactionSourceAccountNameColumnName)
+		}
+
+		rowData[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = dataRow.GetData(fireflyIIITransactionDestinationAccountNameColumnName)
+		rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(amount)
+	} else if (sourceAccountType == fireflyIIIAssetAccountName || sourceAccountType == fireflyIIIDebtAccountName) && destinationAccountType == fireflyIIIExpenseAccountName { // expense
+		rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = fireflyIIITransactionTypeNameMapping[models.TRANSACTION_TYPE_EXPENSE]
+
+		// if the category is empty, use the destination account (expense account) name as the category name
+		if rowData[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] == "" {
+			rowData[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] = dataRow.GetData(fireflyIIITransactionDestinationAccountNameColumnName)
+		}
+
+		rowData[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = dataRow.GetData(fireflyIIITransactionSourceAccountNameColumnName)
 		rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(-amount)
-	}
+	} else if transactionType == fireflyIIITransactionTypeNameMapping[models.TRANSACTION_TYPE_MODIFY_BALANCE] { // opening balance
+		rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = fireflyIIITransactionTypeNameMapping[models.TRANSACTION_TYPE_MODIFY_BALANCE]
+		rowData[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] = ""
+		rowData[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = dataRow.GetData(fireflyIIITransactionDestinationAccountNameColumnName)
+		rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(amount)
+	} else if (sourceAccountType == fireflyIIIAssetAccountName || sourceAccountType == fireflyIIIDebtAccountName) && (destinationAccountType == fireflyIIIAssetAccountName || destinationAccountType == fireflyIIIDebtAccountName) { // transfer
+		rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = fireflyIIITransactionTypeNameMapping[models.TRANSACTION_TYPE_TRANSFER]
+		rowData[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = dataRow.GetData(fireflyIIITransactionSourceAccountNameColumnName)
+		rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = dataRow.GetData(fireflyIIITransactionDestinationAccountNameColumnName)
 
-	if rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT] != "" {
-		rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT] = utils.TrimTrailingZerosInDecimal(rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT])
-		amount, err := utils.ParseAmount(rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT])
-
-		if err != nil {
-			return nil, false, errs.ErrAmountInvalid
+		if transactionType == fireflyIIITransactionTypeNameMapping[models.TRANSACTION_TYPE_EXPENSE] {
+			rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(-amount)
+			rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT] = utils.FormatAmount(-foreignAmount)
+		} else {
+			rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(amount)
+			rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT] = utils.FormatAmount(foreignAmount)
 		}
-
-		rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT] = utils.FormatAmount(-amount)
 	} else {
-		rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT] = rowData[datatable.TRANSACTION_DATA_TABLE_AMOUNT]
+		log.Errorf(ctx, "[fireflyiii_transaction_data_row_parser.Parse] cannot detect transaction type, source account type is \"%s\", destination account type is \"%s\", Firefly III transaction type is \"%s\"", sourceAccountType, destinationAccountType, transactionType)
+		return nil, false, errs.ErrTransactionTypeInvalid
 	}
 
+	// parse account currency
+	rowData[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY] = dataRow.GetData(fireflyIIITransactionCurrencyCodeColumnName)
+	rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY] = dataRow.GetData(fireflyIIITransactionForeignCurrencyCodeColumnName)
+
 	// the related account currency field is foreign currency in firefly III actually
-	if rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY] == "" {
+	if rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY] == "" && rowData[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY] != "" {
 		rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY] = rowData[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY]
 	}
 
-	// the destination account of modify balance transaction in firefly III is the asset account
-	if rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] == fireflyIIITransactionTypeNameMapping[models.TRANSACTION_TYPE_MODIFY_BALANCE] {
-		rowData[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME]
-	}
-
-	// the destination account of income transaction in firefly III is the asset account
-	if rowData[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] == fireflyIIITransactionTypeNameMapping[models.TRANSACTION_TYPE_INCOME] {
-		rowData[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = rowData[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME]
-	}
+	// parse tags / description
+	rowData[datatable.TRANSACTION_DATA_TABLE_TAGS] = dataRow.GetData(fireflyIIITransactionTagsColumnName)
+	rowData[datatable.TRANSACTION_DATA_TABLE_DESCRIPTION] = dataRow.GetData(fireflyIIITransactionDescriptionColumnName)
 
 	return rowData, true, nil
 }
 
 // createFireflyIIITransactionDataRowParser returns firefly III transaction data row parser
-func createFireflyIIITransactionDataRowParser() datatable.TransactionDataRowParser {
+func createFireflyIIITransactionDataRowParser() datatable.CommonTransactionDataRowParser {
 	return &fireflyIIITransactionDataRowParser{}
 }

pkg/converters/gnucash/gnucash_transaction_data_file_importer.go

@@ -1,7 +1,7 @@
 package gnucash
 
 import (
-	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/models"
 	"github.com/mayswind/ezbookkeeping/pkg/utils"
@@ -24,7 +24,7 @@ var (
 )
 
 // ParseImportedData returns the imported data by parsing the gnucash transaction data
-func (c *gnucashTransactionDataImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, 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.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
+func (c *gnucashTransactionDataImporter) 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) {
 	gnucashDataReader, err := createNewGnuCashDatabaseReader(data)
 
 	if err != nil {
@@ -43,7 +43,7 @@ func (c *gnucashTransactionDataImporter) ParseImportedData(ctx core.Context, use
 		return nil, nil, nil, nil, nil, nil, err
 	}
 
-	dataTableImporter := datatable.CreateNewSimpleImporter(gnucashTransactionTypeNameMapping)
+	dataTableImporter := converter.CreateNewSimpleImporterWithTypeNameMapping(gnucashTransactionTypeNameMapping)
 
 	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezoneOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
 }

pkg/converters/gnucash/gnucash_transaction_data_file_importer_test.go

@@ -818,7 +818,7 @@ func TestGnuCashTransactionDatabaseFileParseImportedData_MissingAccountRequiredN
 		DefaultCurrency: "CNY",
 	}
 
-	// Missing Transaction Time Node
+	// Missing Account Currency Node
 	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
 		"<?xml version=\"1.0\" encoding=\"utf-8\" ?>\n"+
 			"<gnc-v2\n"+