add transaction timezone offset to axis / category / series in insights explorer

* Improve and standardize Brazilian Portuguese translation

* Potential fix for pull request finding

Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>

* Potential fix for pull request finding

Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>

* revert timezone translations

---------

Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.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@v5
 
       - name: Docker meta
         id: meta
-        uses: docker/metadata-action@v4
+        uses: docker/metadata-action@v5
         with:
           images: |
             ${{ secrets.DOCKER_REPO }}/mayswind/ezbookkeeping
@@ -24,13 +24,16 @@ jobs:
             type=raw,value=latest
 
       - name: Set up QEMU
-        uses: docker/setup-qemu-action@v2
+        uses: docker/setup-qemu-action@v3
 
       - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v2
+        uses: docker/setup-buildx-action@v3
 
       - name: Set up the environment
+        id: setup
         run: |
+          echo "build_unix_time=$(date '+%s')" >> "$GITHUB_OUTPUT"
+          echo "build_date=$(date '+%Y%m%d')" >> "$GITHUB_OUTPUT"
           sed -r -i 's#FROM( --.*)? (.*:.*)?#FROM\1 ${{ secrets.DOCKER_REPO }}/mirrors/\2#g' Dockerfile
           cat >> docker/custom-backend-pre-setup.sh <<EOF
           #!/bin/sh
@@ -44,7 +47,7 @@ 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 +55,10 @@ jobs:
           push: true
           build-args: |
             RELEASE_BUILD=1
+            BUILD_PIPELINE=1
+            BUILD_UNIXTIME=${{ steps.setup.outputs.build_unix_time }}
+            BUILD_DATE=${{ steps.setup.outputs.build_date }}
+            CHECK_3RD_API=${{ vars.CHECK_3RD_API }}
+            SKIP_TESTS=${{ vars.SKIP_TESTS }}
           tags: ${{ steps.meta.outputs.tags }}
           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@v5
 
       - name: Docker meta
         id: meta
-        uses: docker/metadata-action@v4
+        uses: docker/metadata-action@v5
         with:
           images: |
             ${{ secrets.DOCKER_REPO }}/mayswind/ezbookkeeping
@@ -24,13 +24,16 @@ jobs:
             type=sha,format=short,prefix=SNAPSHOT-
 
       - name: Set up QEMU
-        uses: docker/setup-qemu-action@v2
+        uses: docker/setup-qemu-action@v3
 
       - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v2
+        uses: docker/setup-buildx-action@v3
 
       - name: Set up the environment
+        id: setup
         run: |
+          echo "build_unix_time=$(date '+%s')" >> "$GITHUB_OUTPUT"
+          echo "build_date=$(date '+%Y%m%d')" >> "$GITHUB_OUTPUT"
           sed -r -i 's#FROM( --.*)? (.*:.*)?#FROM\1 ${{ secrets.DOCKER_REPO }}/mirrors/\2#g' Dockerfile
           cat >> docker/custom-backend-pre-setup.sh <<EOF
           #!/bin/sh
@@ -44,11 +47,17 @@ 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: ${{ vars.BUILD_SNAPSHOT_PLATFORMS }}
           push: true
+          build-args: |
+            BUILD_PIPELINE=1
+            BUILD_UNIXTIME=${{ steps.setup.outputs.build_unix_time }}
+            BUILD_DATE=${{ steps.setup.outputs.build_date }}
+            CHECK_3RD_API=${{ vars.CHECK_3RD_API }}
+            SKIP_TESTS=${{ vars.SKIP_TESTS }}
           tags: ${{ steps.meta.outputs.tags }}
           labels: ${{ steps.meta.outputs.labels }}

.github/ISSUE_TEMPLATE/bug-report.yml

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

.github/ISSUE_TEMPLATE/config.yml

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

.github/ISSUE_TEMPLATE/feature-request.yml

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

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

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

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

@@ -0,0 +1,76 @@
+name: Build backend file for windows
+
+inputs:
+  go-version:
+    required: false
+    default: "1.25.7"
+  mingw-version:
+    required: false
+    default: "15.2.0"
+  mingw-revison:
+    required: false
+    default: "v13-rev1"
+  release-build:
+    required: false
+    type: string
+  build-unix-time:
+    required: false
+    type: string
+  build-date:
+    required: false
+    type: string
+  check-3rd-api:
+    required: false
+    type: string
+  skip-tests:
+    required: false
+    type: string
+  backend-artifact-name-prefix:
+    required: true
+    type: string
+
+runs:
+  using: "composite"
+  steps:
+    - name: Set up Go
+      uses: actions/setup-go@v6
+      with:
+        go-version: ${{ inputs.go-version }}
+
+    - name: Install MinGW
+      shell: pwsh
+      run: |
+        $mingwVersion = "${{ inputs.mingw-version }}"
+        $mingwRevision = "${{ inputs.mingw-revison }}"
+        $url = "https://github.com/niXman/mingw-builds-binaries/releases/download/${mingwVersion}-rt_${mingwRevision}/x86_64-${mingwVersion}-release-posix-seh-ucrt-rt_${mingwRevision}.7z"
+        $archive = "C:\mingw.7z"
+        $mingwDir = "C:\mingw64"
+
+        Write-Host "Downloading MinGW from ${url}"
+        Invoke-WebRequest -Uri ${url} -OutFile ${archive}
+
+        Remove-Item -Recurse -Force ${mingwDir}
+        New-Item -ItemType Directory -Path ${mingwDir}
+
+        Write-Host "Extracting MinGW to ${mingwDir}"
+        7z x ${archive} -oC:\
+        "${mingwDir}\bin" | Out-File -FilePath $env:GITHUB_PATH -Encoding utf8 -Append
+
+    - name: Build backend for windows-x64
+      shell: pwsh
+      env:
+        RELEASE_BUILD: "${{ inputs.release-build }}"
+        BUILD_PIPELINE: "1"
+        BUILD_UNIXTIME: "${{ inputs.build-unix-time }}"
+        BUILD_DATE: "${{ inputs.build-date }}"
+        CHECK_3RD_API: "${{ inputs.check-3rd-api }}"
+        SKIP_TESTS: "${{ inputs.skip-tests }}"
+      run: |
+        .\build.ps1 backend
+
+    - name: Upload windows backend artifact
+      uses: actions/upload-artifact@v4
+      with:
+        name: ${{ inputs.backend-artifact-name-prefix }}-windows-x64
+        path: ezbookkeeping.exe
+        if-no-files-found: error

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

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

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

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

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

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

.github/workflows/build-release.yml

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

.github/workflows/build-snapshot.yml

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

.github/workflows/docker-release.yml

@@ -1,52 +0,0 @@
-name: Docker Release
-
-on:
-  push:
-    tags:
-      - v*
-
-jobs:
-  build:
-    runs-on: ubuntu-latest
-    steps:
-      - name: Checkout
-        uses: actions/checkout@v3
-
-      - name: Docker meta
-        id: meta
-        uses: docker/metadata-action@v4
-        with:
-          images: |
-            ${{ secrets.DOCKER_USERNAME }}/ezbookkeeping
-          tags: |
-            type=semver,pattern={{version}}
-            type=semver,pattern={{major}}.{{minor}}
-            type=raw,value=latest
-
-      - name: Set up QEMU
-        uses: docker/setup-qemu-action@v2
-
-      - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v2
-
-      - name: Login to DockerHub
-        uses: docker/login-action@v2
-        with:
-          username: ${{ secrets.DOCKER_USERNAME }}
-          password: ${{ secrets.DOCKER_PASSWORD }}
-
-      - name: Build and push
-        uses: docker/build-push-action@v4
-        with:
-          file: Dockerfile
-          context: .
-          platforms: |
-            linux/amd64
-            linux/arm64/v8
-            linux/arm/v7
-            linux/arm/v6
-          push: true
-          build-args: |
-            RELEASE_BUILD=1
-          tags: ${{ steps.meta.outputs.tags }}
-          labels: ${{ steps.meta.outputs.labels }}

.github/workflows/docker-snapshot.yml

@@ -1,49 +0,0 @@
-name: Docker Snapshot
-
-on:
-  push:
-    branches:
-      - main
-
-jobs:
-  build:
-    runs-on: ubuntu-latest
-    steps:
-      - name: Checkout
-        uses: actions/checkout@v3
-
-      - name: Docker meta
-        id: meta
-        uses: docker/metadata-action@v4
-        with:
-          images: |
-            ${{ secrets.DOCKER_USERNAME }}/ezbookkeeping
-          tags: |
-            type=raw,value=SNAPSHOT-{{date 'YYYYMMDD'}}
-            type=raw,value=latest-snapshot
-
-      - name: Set up QEMU
-        uses: docker/setup-qemu-action@v2
-
-      - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v2
-
-      - name: Login to DockerHub
-        uses: docker/login-action@v2
-        with:
-          username: ${{ secrets.DOCKER_USERNAME }}
-          password: ${{ secrets.DOCKER_PASSWORD }}
-
-      - name: Build and push
-        uses: docker/build-push-action@v4
-        with:
-          file: Dockerfile
-          context: .
-          platforms: |
-            linux/amd64
-            linux/arm64/v8
-            linux/arm/v7
-            linux/arm/v6
-          push: true
-          tags: ${{ steps.meta.outputs.tags }}
-          labels: ${{ steps.meta.outputs.labels }}

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

@@ -1,28 +0,0 @@
-name: Docker Snapshot
-
-on:
-  push:
-    branches-ignore:
-      - main
-
-jobs:
-  build:
-    runs-on: ubuntu-latest
-    steps:
-      -
-        name: Checkout
-        uses: actions/checkout@v2
-      -
-        name: Login to DockerHub
-        uses: docker/login-action@v1
-        with:
-          username: ${{ secrets.DOCKER_USERNAME }}
-          password: ${{ secrets.DOCKER_PASSWORD }}
-      -
-        name: Build
-        uses: docker/build-push-action@v2
-        with:
-          file: Dockerfile
-          context: .
-          platforms: linux/amd64
-          push: false

.gitignore

@@ -144,3 +144,20 @@ dist/
 # Visual Studio Code
 .vscode/
 *.code-workspace
+
+# Roo Code
+.roo/
+
+# Binary and build files
+ezbookkeeping
+!**/ezbookkeeping/
+package/
+
+# Environment variable files
+.env
+**/.env
+
+# Other directories
+data/
+storage/
+log/

Dockerfile

@@ -1,7 +1,17 @@
 # Build backend binary file
-FROM golang:1.22.8-alpine3.20 AS be-builder
+FROM golang:1.25.7-alpine3.23 AS be-builder
 ARG RELEASE_BUILD
+ARG BUILD_PIPELINE
+ARG BUILD_UNIXTIME
+ARG BUILD_DATE
+ARG CHECK_3RD_API
+ARG SKIP_TESTS
 ENV RELEASE_BUILD=$RELEASE_BUILD
+ENV BUILD_PIPELINE=$BUILD_PIPELINE
+ENV BUILD_UNIXTIME=$BUILD_UNIXTIME
+ENV BUILD_DATE=$BUILD_DATE
+ENV CHECK_3RD_API=$CHECK_3RD_API
+ENV SKIP_TESTS=$SKIP_TESTS
 WORKDIR /go/src/github.com/mayswind/ezbookkeeping
 COPY . .
 RUN docker/backend-build-pre-setup.sh
@@ -9,9 +19,15 @@ 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:24.14.0-alpine3.23 AS fe-builder
 ARG RELEASE_BUILD
+ARG BUILD_PIPELINE
+ARG BUILD_UNIXTIME
+ARG BUILD_DATE
 ENV RELEASE_BUILD=$RELEASE_BUILD
+ENV BUILD_PIPELINE=$BUILD_PIPELINE
+ENV BUILD_UNIXTIME=$BUILD_UNIXTIME
+ENV BUILD_DATE=$BUILD_DATE
 WORKDIR /go/src/github.com/mayswind/ezbookkeeping
 COPY . .
 RUN docker/frontend-build-pre-setup.sh
@@ -19,7 +35,7 @@ RUN apk add git
 RUN ./build.sh frontend
 
 # Package docker image
-FROM alpine:3.20.3
+FROM alpine:3.23.3
 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) 2020-2026 MaysWind (i@mayswind.net)
 
 Permission is hereby granted, free of charge, to any person obtaining a copy
 of this software and associated documentation files (the "Software"), to deal

README.md

@@ -1,37 +1,60 @@
 # ezBookkeeping
 [![License](https://img.shields.io/badge/license-MIT-green.svg)](https://github.com/mayswind/ezbookkeeping/blob/master/LICENSE)
-[![Latest Build](https://img.shields.io/github/actions/workflow/status/mayswind/ezbookkeeping/docker-snapshot.yml?branch=main)](https://github.com/mayswind/ezbookkeeping/actions)
 [![Go Report](https://goreportcard.com/badge/github.com/mayswind/ezbookkeeping)](https://goreportcard.com/report/github.com/mayswind/ezbookkeeping)
-[![Latest Docker Image Size](https://img.shields.io/docker/image-size/mayswind/ezbookkeeping.svg?style=flat)](https://hub.docker.com/r/mayswind/ezbookkeeping)
 [![Latest Release](https://img.shields.io/github/release/mayswind/ezbookkeeping.svg?style=flat)](https://github.com/mayswind/ezbookkeeping/releases)
+[![Latest Build](https://img.shields.io/github/actions/workflow/status/mayswind/ezbookkeeping/build-snapshot.yml?branch=main)](https://github.com/mayswind/ezbookkeeping/actions)
+[![Latest Docker Image Size](https://img.shields.io/docker/image-size/mayswind/ezbookkeeping.svg?style=flat)](https://hub.docker.com/r/mayswind/ezbookkeeping)
+[![Docker Pulls](https://img.shields.io/docker/pulls/mayswind/ezbookkeeping)](https://hub.docker.com/r/mayswind/ezbookkeeping)
+[![Ask DeepWiki](https://deepwiki.com/badge.svg)](https://deepwiki.com/mayswind/ezbookkeeping)
+
+[![Recommend By HelloGitHub](https://api.hellogithub.com/v1/widgets/recommend.svg?rid=ded5af09da574ec1811ddb154f1b2093&claim_uid=LT7EZxeBukCnh0K)](https://hellogithub.com/en/repository/mayswind/ezbookkeeping)
+[![Trending](https://trendshift.io/api/badge/repositories/12917)](https://trendshift.io/repositories/12917)
 
 ## Introduction
-ezBookkeeping is a lightweight 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 user-friendly interface and powerful bookkeeping features. It helps you record daily transactions, import data from various sources, and quickly search and filter your bills. You can analyze historical data using built-in charts or perform custom queries with your own chart dimensions to better understand spending patterns and financial trends. ezBookkeeping is easy to deploy, and you can start it with just one single Docker command. Designed to be resource-efficient, it runs smoothly on devices such as Raspberry Pi, NAS, and MicroServers.
 
-Online Demo: [https://ezbookkeeping-demo.mayswind.net](https://ezbookkeeping-demo.mayswind.net)
+ezBookkeeping offers tailored interfaces for both mobile and desktop devices. With support for PWA (Progressive Web Apps), you can even [add it to your mobile home screen](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/mobile/add_to_home_screen.gif) and use it like a native app.
+
+Live Demo: [https://ezbookkeeping-demo.mayswind.net](https://ezbookkeeping-demo.mayswind.net)
 
 ## 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**
+    - Minimal resource usage, runs smoothly even on low-resource devices
+- **Easy Installation**
+    - Docker support
+    - 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**
+    - Receipt image recognition
+    - MCP (Model Context Protocol) support for AI integration
+    - API command-line script tools for AI integration
+- **Powerful Bookkeeping**
+    - Two-level accounts and categories
+    - Image attachments for transactions
+    - Location tracking with maps
+    - Scheduled transactions
+    - Advanced filtering, search, visualization and analysis
+- **Localization & Internationalization**
+    - Multi-language and multi-currency support
+    - Multiple exchange rate sources with automatic updates
+    - Multi-timezone support
+    - Custom formats for dates, numbers and currencies
+- **Security**
+    - Two-factor authentication (2FA)
+    - OIDC external authentication
+    - Login rate limiting
+    - Application lock (PIN code / WebAuthn)
+- **Data Import & Export**
+    - Supports CSV, OFX, QFX, QIF, IIF, Camt.052, Camt.053, MT940, GnuCash, Firefly III, Beancount and more
+
+For a full list of features, visit the [Full Feature List](https://ezbookkeeping.mayswind.net/comparison/).
 
 ## Screenshots
 ### Desktop Version
@@ -41,19 +64,19 @@ 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**
 
@@ -63,10 +86,10 @@ 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
-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:
+### Build from Source
+Make sure you have [Golang](https://golang.org/), [GCC](https://gcc.gnu.org/), [Node.js](https://nodejs.org/) and [NPM](https://www.npmjs.com/) installed. Then download the source code, and follow these steps:
 
 **Linux / macOS**
 
@@ -78,17 +101,59 @@ All the files will be packaged in `ezbookkeeping.tar.gz`.
 
     > .\build.bat package -o ezbookkeeping.zip
 
+or
+
+    PS > .\build.ps1 package -Output ezbookkeeping.zip
+
 All the files will be packaged in `ezbookkeeping.zip`.
 
-You can also build 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
-1. [English](http://ezbookkeeping.mayswind.net)
-1. [简体中文 (Simplified Chinese)](http://ezbookkeeping.mayswind.net/zh_Hans)
+## Contributing
+We welcome contributions of all kinds.
+
+If you find a bug, please [submit an issue](https://github.com/mayswind/ezbookkeeping/issues) on GitHub.
+
+If you would like to contribute code, you can fork the repository and open a pull request.
+
+Improvements to documentation, feature suggestions, and other forms of feedback are also appreciated.
+
+You can view existing contributors on the [Contributor Graph](https://github.com/mayswind/ezbookkeeping/graphs/contributors).
+
+## Translating
+Help make ezBookkeeping accessible to users around the world. We welcome help to improve existing translations or add new ones. If you would like to contribute a translation, please refer to the [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), [@abrugues](https://github.com/abrugues), [@AndresTeller](https://github.com/AndresTeller), [@diegofercri](https://github.com/diegofercri) |
+| fr | Français | [@brieucdlf](https://github.com/brieucdlf) |
+| it | Italiano | [@waron97](https://github.com/waron97) |
+| ja | 日本語 | [@tkymmm](https://github.com/tkymmm) |
+| kn | ಕನ್ನಡ | [@Darshanbm05](https://github.com/Darshanbm05) |
+| ko | 한국어 | [@overworks](https://github.com/overworks) |
+| nl | Nederlands | [@automagics](https://github.com/automagics) |
+| pt-BR | Português (Brasil) | [@thecodergus](https://github.com/thecodergus), [@balaios](https://github.com/balaios) |
+| ru | Русский | [@artegoser](https://github.com/artegoser), [@dshemin](https://github.com/dshemin) |
+| sl | Slovenščina | [@thehijacker](https://github.com/thehijacker) |
+| ta | தமிழ் | [@hhharsha36](https://github.com/hhharsha36) |
+| th | ไทย | [@natthavat28](https://github.com/natthavat28) |
+| tr | Türkçe | [@aydnykn](https://github.com/aydnykn) |
+| uk | Українська | [@nktlitvinenko](https://github.com/nktlitvinenko) |
+| vi | Tiếng Việt | [@f97](https://github.com/f97) |
+| zh-Hans | 中文 (简体) | / |
+| zh-Hant | 中文 (繁體) | / |
+
+## Documentation
+1. [English](https://ezbookkeeping.mayswind.net)
+1. [中文 (简体)](https://ezbookkeeping.mayswind.net/zh_Hans)
 
 ## License
 [MIT](https://github.com/mayswind/ezbookkeeping/blob/master/LICENSE)

build.bat

@@ -3,12 +3,13 @@
 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="
 set "COMMIT_HASH="
-set "BUILD_UNIXTIME="
-set "BUILD_DATE="
+set "BUILD_UNIXTIME=%BUILD_UNIXTIME%"
+set "BUILD_DATE=%BUILD_DATE%"
 set "PACKAGE_FILENAME="
 for /f %%a in ('"prompt $E$S & echo on & for %%b in (1) do rem"') do set "ESC=%%a"
 
@@ -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
 
@@ -111,9 +112,15 @@ goto :pre_parse_args
     set VERSION=%VERSION: =%
     set VERSION=%VERSION:,=%
     set VERSION=%VERSION:"=%
-    for /f %%x in ('git rev-parse --short HEAD') do set "COMMIT_HASH=%%x"
-    call :set_unixtime BUILD_UNIXTIME
-    call :set_date BUILD_DATE
+    for /f %%x in ('git rev-parse --short^=7 HEAD') do set "COMMIT_HASH=%%x"
+
+    if "%BUILD_UNIXTIME%"=="" (
+        call :set_unixtime BUILD_UNIXTIME
+    )
+
+    if "%BUILD_DATE%"=="" (
+        call :set_date BUILD_DATE
+    )
 
 :main
     if "%TYPE%"=="backend"  call :build_backend & goto :end
@@ -139,7 +146,13 @@ 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 +197,17 @@ 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%)...
@@ -243,7 +267,7 @@ goto :pre_parse_args
         goto :end
     )
 
-    call 7z a -r -tzip -mx9 ..\%package_file_name% package *
+    call 7z a -r -tzip -mx9 ..\%package_file_name% *
 
     cd ..
     endlocal

build.ps1

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

build.sh

@@ -3,11 +3,13 @@
 TYPE=""
 NO_LINT="0"
 NO_TEST="0"
+SKIP_TESTS="${SKIP_TESTS}"
 RELEASE=${RELEASE_BUILD:-"0"}
 RELEASE_TYPE="unknown"
 VERSION=""
 COMMIT_HASH=""
-BUILD_UNIXTIME=""
+BUILD_UNIXTIME="${BUILD_UNIXTIME}"
+BUILD_DATE="${BUILD_DATE}"
 PACKAGE_FILENAME=""
 DOCKER_TAG=""
 
@@ -43,7 +45,7 @@ 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
 }
@@ -116,8 +118,15 @@ check_type_dependencies() {
 
 set_build_parameters() {
     VERSION="$(grep '"version": ' package.json | awk -F ':' '{print $2}' | tr -d ' ' | tr -d ',' | tr -d '"')"
-    COMMIT_HASH="$(git rev-parse --short HEAD)"
-    BUILD_UNIXTIME="$(date '+%s')"
+    COMMIT_HASH="$(git rev-parse --short=7 HEAD)"
+
+    if [ -z "$BUILD_UNIXTIME" ]; then
+        BUILD_UNIXTIME="$(date '+%s')"
+    fi
+
+    if [ -z "$BUILD_DATE" ]; then
+        BUILD_DATE="$(date '+%Y%m%d')"
+    fi
 }
 
 build_backend() {
@@ -137,7 +146,13 @@ 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 +187,17 @@ 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 [ "$RELEASE" = "0" ]; then
@@ -185,7 +211,7 @@ build_package() {
     package_file_name="$VERSION";
 
     if [ "$RELEASE" = "0" ]; then
-        package_file_name="$package_file_name-$(date '+%Y%m%d')"
+        package_file_name="$package_file_name-$BUILD_DATE"
     fi
 
     package_file_name="ezbookkeeping-$package_file_name-$(arch).tar.gz"
@@ -219,7 +245,7 @@ build_docker() {
     docker_tag="$VERSION"
 
     if [ "$RELEASE" = "0" ]; then
-        docker_tag="SNAPSHOT-$(date '+%Y%m%d')";
+        docker_tag="SNAPSHOT-$BUILD_DATE";
     fi
 
     docker_tag="ezbookkeeping:$docker_tag"

cmd/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",
@@ -101,6 +101,14 @@ func updateAllDatabaseTablesStructure(c *core.CliContext) error {
 
 	log.BootInfof(c, "[database.updateAllDatabaseTablesStructure] transaction category table maintained successfully")
 
+	err = datastore.Container.UserDataStore.SyncStructs(new(models.TransactionTagGroup))
+
+	if err != nil {
+		return err
+	}
+
+	log.BootInfof(c, "[database.updateAllDatabaseTablesStructure] transaction tag group table maintained successfully")
+
 	err = datastore.Container.UserDataStore.SyncStructs(new(models.TransactionTag))
 
 	if err != nil {
@@ -133,5 +141,37 @@ 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")
+
+	err = datastore.Container.UserDataStore.SyncStructs(new(models.UserExternalAuth))
+
+	if err != nil {
+		return err
+	}
+
+	log.BootInfof(c, "[database.updateAllDatabaseTablesStructure] user external auth table maintained successfully")
+
+	err = datastore.Container.UserDataStore.SyncStructs(new(models.InsightsExplorer))
+
+	if err != nil {
+		return err
+	}
+
+	log.BootInfof(c, "[database.updateAllDatabaseTablesStructure] insights explorer table maintained successfully")
+
 	return nil
 }

cmd/initializer.go

@@ -9,6 +9,7 @@ import (
 	"github.com/mayswind/ezbookkeeping/pkg/datastore"
 	"github.com/mayswind/ezbookkeeping/pkg/duplicatechecker"
 	"github.com/mayswind/ezbookkeeping/pkg/exchangerates"
+	"github.com/mayswind/ezbookkeeping/pkg/llm"
 	"github.com/mayswind/ezbookkeeping/pkg/log"
 	"github.com/mayswind/ezbookkeeping/pkg/mail"
 	"github.com/mayswind/ezbookkeeping/pkg/settings"
@@ -90,6 +91,15 @@ func initializeSystem(c *core.CliContext) (*settings.Config, error) {
 		return nil, err
 	}
 
+	err = llm.InitializeLargeLanguageModelProvider(config)
+
+	if err != nil {
+		if !isDisableBootLog {
+			log.BootErrorf(c, "[initializer.initializeSystem] initializes large language model provider failed, because %s", err.Error())
+		}
+		return nil, err
+	}
+
 	err = uuid.InitializeUuidGenerator(config)
 
 	if err != nil {
@@ -152,11 +162,63 @@ func getConfigWithoutSensitiveData(config *settings.Config) *settings.Config {
 		return config
 	}
 
-	clonedConfig.DatabaseConfig.DatabasePassword = "****"
-	clonedConfig.SMTPConfig.SMTPPasswd = "****"
-	clonedConfig.MinIOConfig.SecretAccessKey = "****"
-	clonedConfig.SecretKey = "****"
-	clonedConfig.AmapApplicationSecret = "****"
+	if clonedConfig.DatabaseConfig.DatabasePassword != "" {
+		clonedConfig.DatabaseConfig.DatabasePassword = "****"
+	}
+
+	if clonedConfig.SMTPConfig.SMTPPasswd != "" {
+		clonedConfig.SMTPConfig.SMTPPasswd = "****"
+	}
+
+	if clonedConfig.MinIOConfig.SecretAccessKey != "" {
+		clonedConfig.MinIOConfig.SecretAccessKey = "****"
+	}
+
+	if clonedConfig.SecretKey != "" {
+		clonedConfig.SecretKey = "****"
+	}
+
+	if clonedConfig.AmapApplicationSecret != "" {
+		clonedConfig.AmapApplicationSecret = "****"
+	}
+
+	if clonedConfig.WebDAVConfig != nil && clonedConfig.WebDAVConfig.Password != "" {
+		clonedConfig.WebDAVConfig.Password = "****"
+	}
+
+	if clonedConfig.ReceiptImageRecognitionLLMConfig != nil {
+		if clonedConfig.ReceiptImageRecognitionLLMConfig.OpenAIAPIKey != "" {
+			clonedConfig.ReceiptImageRecognitionLLMConfig.OpenAIAPIKey = "****"
+		}
+
+		if clonedConfig.ReceiptImageRecognitionLLMConfig.OpenAICompatibleAPIKey != "" {
+			clonedConfig.ReceiptImageRecognitionLLMConfig.OpenAICompatibleAPIKey = "****"
+		}
+
+		if clonedConfig.ReceiptImageRecognitionLLMConfig.AnthropicCompatibleAPIKey != "" {
+			clonedConfig.ReceiptImageRecognitionLLMConfig.AnthropicCompatibleAPIKey = "****"
+		}
+
+		if clonedConfig.ReceiptImageRecognitionLLMConfig.AnthropicAPIKey != "" {
+			clonedConfig.ReceiptImageRecognitionLLMConfig.AnthropicAPIKey = "****"
+		}
+
+		if clonedConfig.ReceiptImageRecognitionLLMConfig.OpenRouterAPIKey != "" {
+			clonedConfig.ReceiptImageRecognitionLLMConfig.OpenRouterAPIKey = "****"
+		}
+
+		if clonedConfig.ReceiptImageRecognitionLLMConfig.LMStudioToken != "" {
+			clonedConfig.ReceiptImageRecognitionLLMConfig.LMStudioToken = "****"
+		}
+
+		if clonedConfig.ReceiptImageRecognitionLLMConfig.GoogleAIAPIKey != "" {
+			clonedConfig.ReceiptImageRecognitionLLMConfig.GoogleAIAPIKey = "****"
+		}
+	}
+
+	if clonedConfig.OAuth2ClientSecret != "" {
+		clonedConfig.OAuth2ClientSecret = "****"
+	}
 
 	return clonedConfig
 }

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 +249,44 @@ 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 \"api\" and \"mcp\", default is \"api\"",
+				},
+				&cli.Int64Flag{
+					Name:     "expiresInSeconds",
+					Aliases:  []string{"e"},
+					Required: true,
+					Usage:    "Token expiration time in seconds (0 - 4294967295, 0 means no expiration).",
+				},
+			},
+		},
+		{
+			Name:   "user-session-revoke",
+			Usage:  "Revoke the specified user session",
+			Action: bindAction(revokeUserToken),
+			Flags: []cli.Flag{
+				&cli.StringFlag{
+					Name:     "token",
+					Aliases:  []string{"t"},
+					Required: false,
+					Usage:    "Specific token content",
+				},
+			},
+		},
 		{
 			Name:   "user-session-clear",
 			Usage:  "Clear user all sessions",
@@ -423,6 +518,81 @@ 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 +719,64 @@ 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")
+	expiresInSeconds := c.Int64("expiresInSeconds")
+
+	if tokenType == "" {
+		tokenType = "api"
+	}
+
+	if tokenType != "api" && tokenType != "mcp" {
+		log.CliErrorf(c, "[user_data.createNewUserToken] token type is invalid")
+		return nil
+	}
+
+	if expiresInSeconds < 0 || expiresInSeconds > 4294967295 {
+		log.CliErrorf(c, "[user_data.createNewUserToken] expiresInSeconds is out of range (0 - 4294967295)")
+		return nil
+	}
+
+	token, tokenString, err := clis.UserData.CreateNewUserToken(c, username, tokenType, expiresInSeconds)
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.createNewUserToken] error occurs when creating user token")
+		return err
+	}
+
+	printTokenInfo(token)
+	fmt.Printf("[NewToken] %s\n", tokenString)
+
+	return nil
+}
+
+func revokeUserToken(c *core.CliContext) error {
+	_, err := initializeSystem(c)
+
+	if err != nil {
+		return err
+	}
+
+	token := c.String("token")
+	err = clis.UserData.RevokeUserToken(c, token)
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.revokeUserToken] error occurs when revoking user token")
+		return err
+	}
+
+	log.CliInfof(c, "[user_data.revokeUserToken] the specified user token has been revoked successfully")
+
+	return nil
+}
+
 func clearUserTokens(c *core.CliContext) error {
 	_, err := initializeSystem(c)
 
@@ -626,7 +854,11 @@ 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 +957,23 @@ 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("[CalendarDisplayType] %s (%d)\n", user.CalendarDisplayType, user.CalendarDisplayType)
+	fmt.Printf("[DateDisplayType] %s (%d)\n", user.DateDisplayType, user.DateDisplayType)
 	fmt.Printf("[LongDateFormat] %s (%d)\n", user.LongDateFormat, user.LongDateFormat)
 	fmt.Printf("[ShortDateFormat] %s (%d)\n", user.ShortDateFormat, user.ShortDateFormat)
 	fmt.Printf("[LongTimeFormat] %s (%d)\n", user.LongTimeFormat, user.LongTimeFormat)
 	fmt.Printf("[ShortTimeFormat] %s (%d)\n", user.ShortTimeFormat, user.ShortTimeFormat)
+	fmt.Printf("[FiscalYearFormat] %s (%d)\n", user.FiscalYearFormat, user.FiscalYearFormat)
+	fmt.Printf("[CurrencyDisplayType] %s (%d)\n", user.CurrencyDisplayType, user.CurrencyDisplayType)
+	fmt.Printf("[NumeralSystem] %s (%d)\n", user.NumeralSystem, user.NumeralSystem)
 	fmt.Printf("[DecimalSeparator] %s (%d)\n", user.DecimalSeparator, user.DecimalSeparator)
 	fmt.Printf("[DigitGroupingSymbol] %s (%d)\n", user.DigitGroupingSymbol, user.DigitGroupingSymbol)
 	fmt.Printf("[DigitGrouping] %s (%d)\n", user.DigitGrouping, user.DigitGrouping)
-	fmt.Printf("[CurrencyDisplayType] %s (%d)\n", user.CurrencyDisplayType, user.CurrencyDisplayType)
+	fmt.Printf("[CoordinateDisplayType] %s (%d)\n", user.CoordinateDisplayType, user.CoordinateDisplayType)
 	fmt.Printf("[ExpenseAmountColor] %s (%d)\n", user.ExpenseAmountColor, user.ExpenseAmountColor)
 	fmt.Printf("[IncomeAmountColor] %s (%d)\n", user.IncomeAmountColor, user.IncomeAmountColor)
+	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",
@@ -81,13 +81,13 @@ func sendTestMail(c *core.CliContext) error {
 		return err
 	}
 
-	if !config.EnableSMTP || mail.Container.Current == nil {
+	if !config.EnableSMTP {
 		return errs.ErrSMTPServerNotEnabled
 	}
 
 	toAddress := c.String("to")
 
-	err = mail.Container.Current.SendMail(&mail.MailMessage{
+	err = mail.Container.SendMail(&mail.MailMessage{
 		To:      toAddress,
 		Subject: "ezBookkeeping test e-mail",
 		Body:    "This is a test e-mail",

cmd/webserver.go

@@ -2,6 +2,7 @@ package cmd
 
 import (
 	"fmt"
+	"net/http"
 	"path/filepath"
 	"time"
 
@@ -11,13 +12,15 @@ 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/auth/oauth2"
 	"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 +32,7 @@ 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 +66,20 @@ 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 = oauth2.InitializeOAuth2Provider(config)
+
+	if err != nil {
+		log.BootErrorf(c, "[webserver.startWebServer] initializes oauth 2.0 provider failed, because %s", err.Error())
+		return err
+	}
+
 	err = cron.InitializeCronJobSchedulerContainer(c, config, true)
 
 	if err != nil {
@@ -70,7 +87,7 @@ func startWebServer(c *core.CliContext) error {
 		return err
 	}
 
-	serverInfo := fmt.Sprintf("current server id is %d, current instance id is %d", requestid.Container.Current.GetCurrentServerUniqId(), requestid.Container.Current.GetCurrentInstanceUniqId())
+	serverInfo := fmt.Sprintf("current server id is %d, current instance id is %d", requestid.Container.GetCurrentServerUniqId(), requestid.Container.GetCurrentInstanceUniqId())
 	uuidServerInfo := ""
 	if config.UuidGeneratorType == settings.InternalUuidGeneratorType {
 		uuidServerInfo = fmt.Sprintf(", current uuid server id is %d", config.UuidServerId)
@@ -95,14 +112,19 @@ func startWebServer(c *core.CliContext) error {
 		_ = v.RegisterValidation("notBlank", validators.NotBlank)
 		_ = v.RegisterValidation("validUsername", validators.ValidUsername)
 		_ = v.RegisterValidation("validEmail", validators.ValidEmail)
+		_ = v.RegisterValidation("validNickname", validators.ValidNickname)
 		_ = v.RegisterValidation("validCurrency", validators.ValidCurrency)
 		_ = v.RegisterValidation("validHexRGBColor", validators.ValidHexRGBColor)
 		_ = v.RegisterValidation("validAmountFilter", validators.ValidAmountFilter)
+		_ = v.RegisterValidation("validTagFilter", validators.ValidTagFilter)
+		_ = v.RegisterValidation("validFiscalYearStart", validators.ValidateFiscalYearStart)
 	}
 
 	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 +136,14 @@ 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 +153,13 @@ 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 +169,7 @@ 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]))
@@ -155,7 +177,7 @@ func startWebServer(c *core.CliContext) error {
 
 	if config.AvatarProvider == core.USER_AVATAR_PROVIDER_INTERNAL {
 		avatarRoute := router.Group("/avatar")
-		avatarRoute.Use(bindMiddleware(middlewares.JWTAuthorizationByQueryString))
+		avatarRoute.Use(bindMiddleware(middlewares.JWTAuthorizationByQueryString(config)))
 		{
 			avatarRoute.GET("/:fileName", bindImage(api.Users.UserGetAvatarHandler))
 		}
@@ -163,7 +185,7 @@ func startWebServer(c *core.CliContext) error {
 
 	if config.EnableTransactionPictures {
 		pictureRoute := router.Group("/pictures")
-		pictureRoute.Use(bindMiddleware(middlewares.JWTAuthorizationByQueryString))
+		pictureRoute.Use(bindMiddleware(middlewares.JWTAuthorizationByQueryString(config)))
 		{
 			pictureRoute.GET("/:fileName", bindImage(api.TransactionPictures.TransactionPictureGetHandler))
 		}
@@ -171,13 +193,8 @@ 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))
+	proxyRoute.Use(bindMiddleware(middlewares.JWTAuthorizationByQueryString(config)))
 	{
 		if config.EnableMapDataFetchProxy {
 			if config.MapProvider == settings.OpenStreetMapProvider ||
@@ -201,7 +218,7 @@ func startWebServer(c *core.CliContext) error {
 
 	if config.MapProvider == settings.AmapProvider && config.AmapSecurityVerificationMethod == settings.AmapSecurityVerificationInternalProxyMethod {
 		amapApiProxyRoute := router.Group("/_AMapService")
-		amapApiProxyRoute.Use(bindMiddleware(middlewares.JWTAuthorizationByCookie))
+		amapApiProxyRoute.Use(bindMiddleware(middlewares.JWTAuthorizationByCookie(config)))
 		{
 			amapApiProxyRoute.GET("/*action", bindProxy(api.AmapApis.AmapApiProxyHandler))
 		}
@@ -214,23 +231,64 @@ 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(config)))
+		{
+			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))
+		}
+	}
+
+	if config.EnableOAuth2Login {
+		oauth2Route := router.Group("/oauth2")
+		oauth2Route.Use(bindMiddleware(middlewares.RequestId(config)))
+		oauth2Route.Use(bindMiddleware(middlewares.RequestLog))
+		{
+			oauth2Route.GET("/login", bindRedirect(api.OAuth2Authentications.LoginHandler))
+			oauth2Route.GET("/callback", bindRedirect(api.OAuth2Authentications.CallbackHandler))
+		}
+	}
+
 	apiRoute := router.Group("/api")
 
 	apiRoute.Use(bindMiddleware(middlewares.RequestId(config)))
 	apiRoute.Use(bindMiddleware(middlewares.RequestLog))
 	{
-		apiRoute.POST("/authorize.json", bindApiWithTokenUpdate(api.Authorizations.AuthorizeHandler, config))
+		if config.EnableInternalAuth {
+			apiRoute.POST("/authorize.json", bindApiWithTokenUpdate(api.Authorizations.AuthorizeHandler, config))
+		}
 
-		if config.EnableTwoFactor {
+		if config.EnableInternalAuth && config.EnableTwoFactor {
 			twoFactorRoute := apiRoute.Group("/2fa")
-			twoFactorRoute.Use(bindMiddleware(middlewares.JWTTwoFactorAuthorization))
+			twoFactorRoute.Use(bindMiddleware(middlewares.JWTTwoFactorAuthorization(config)))
 			{
 				twoFactorRoute.POST("/authorize.json", bindApiWithTokenUpdate(api.Authorizations.TwoFactorAuthorizeHandler, config))
 				twoFactorRoute.POST("/recovery.json", bindApiWithTokenUpdate(api.Authorizations.TwoFactorAuthorizeByRecoveryCodeHandler, config))
 			}
 		}
 
-		if config.EnableUserRegister {
+		if config.EnableOAuth2Login {
+			oauth2Route := apiRoute.Group("/oauth2")
+			oauth2Route.Use(bindMiddleware(middlewares.JWTOAuth2CallbackAuthorization(config)))
+			{
+				oauth2Route.POST("/authorize.json", bindApiWithTokenUpdate(api.Authorizations.OAuth2CallbackAuthorizeHandler, config))
+			}
+		}
+
+		if config.EnableInternalAuth && config.EnableUserRegister {
 			apiRoute.POST("/register.json", bindApiWithTokenUpdate(api.Users.UserRegisterHandler, config))
 		}
 
@@ -238,17 +296,17 @@ func startWebServer(c *core.CliContext) error {
 			apiRoute.POST("/verify_email/resend.json", bindApi(api.Users.UserSendVerifyEmailByUnloginUserHandler))
 
 			emailVerifyRoute := apiRoute.Group("/verify_email")
-			emailVerifyRoute.Use(bindMiddleware(middlewares.JWTEmailVerifyAuthorization))
+			emailVerifyRoute.Use(bindMiddleware(middlewares.JWTEmailVerifyAuthorization(config)))
 			{
 				emailVerifyRoute.POST("/by_token.json", bindApi(api.Users.UserEmailVerifyHandler))
 			}
 		}
 
-		if config.EnableUserForgetPassword {
+		if config.EnableInternalAuth && config.EnableUserForgetPassword {
 			apiRoute.POST("/forget_password/request.json", bindApi(api.ForgetPasswords.UserForgetPasswordRequestHandler))
 
 			resetPasswordRoute := apiRoute.Group("/forget_password/reset")
-			resetPasswordRoute.Use(bindMiddleware(middlewares.JWTResetPasswordAuthorization))
+			resetPasswordRoute.Use(bindMiddleware(middlewares.JWTResetPasswordAuthorization(config)))
 			{
 				resetPasswordRoute.POST("/by_token.json", bindApi(api.ForgetPasswords.UserResetPasswordHandler))
 			}
@@ -257,10 +315,13 @@ func startWebServer(c *core.CliContext) error {
 		apiRoute.GET("/logout.json", bindApiWithTokenUpdate(api.Tokens.TokenRevokeCurrentHandler, config))
 
 		apiV1Route := apiRoute.Group("/v1")
-		apiV1Route.Use(bindMiddleware(middlewares.JWTAuthorization))
+		apiV1Route.Use(bindMiddleware(middlewares.JWTAuthorization(config)))
+		apiV1Route.Use(bindMiddleware(middlewares.APITokenIpLimit(config)))
 		{
 			// Tokens
 			apiV1Route.GET("/tokens/list.json", bindApi(api.Tokens.TokenListHandler))
+			apiV1Route.POST("/tokens/generate/api.json", bindApi(api.Tokens.TokenGenerateAPIHandler))
+			apiV1Route.POST("/tokens/generate/mcp.json", bindApi(api.Tokens.TokenGenerateMCPHandler))
 			apiV1Route.POST("/tokens/revoke.json", bindApi(api.Tokens.TokenRevokeHandler))
 			apiV1Route.POST("/tokens/revoke_all.json", bindApi(api.Tokens.TokenRevokeAllHandler))
 			apiV1Route.POST("/tokens/refresh.json", bindApiWithTokenUpdate(api.Tokens.TokenRefreshHandler, config))
@@ -278,6 +339,17 @@ func startWebServer(c *core.CliContext) error {
 				apiV1Route.POST("/users/verify_email/resend.json", bindApi(api.Users.UserSendVerifyEmailByLoginedUserHandler))
 			}
 
+			// External Authentications
+			if config.EnableOAuth2Login {
+				apiV1Route.GET("/users/external_auth/list.json", bindApi(api.UserExternalAuths.ExternalAuthListHanlder))
+				apiV1Route.POST("/users/external_auth/unlink.json", bindApi(api.UserExternalAuths.UnlinkExternalAuthHandler))
+			}
+
+			// Application Cloud Settings
+			apiV1Route.GET("/users/settings/cloud/get.json", bindApi(api.UserApplicationCloudSettings.ApplicationSettingsGetHandler))
+			apiV1Route.POST("/users/settings/cloud/update.json", bindApi(api.UserApplicationCloudSettings.ApplicationSettingsUpdateHandler))
+			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))
@@ -289,7 +361,9 @@ func startWebServer(c *core.CliContext) error {
 
 			// Data
 			apiV1Route.GET("/data/statistics.json", bindApi(api.DataManagements.DataStatisticsHandler))
-			apiV1Route.POST("/data/clear.json", bindApi(api.DataManagements.ClearDataHandler))
+			apiV1Route.POST("/data/clear/all.json", bindApi(api.DataManagements.ClearAllDataHandler))
+			apiV1Route.POST("/data/clear/transactions.json", bindApi(api.DataManagements.ClearAllTransactionsHandler))
+			apiV1Route.POST("/data/clear/transactions/by_account.json", bindApi(api.DataManagements.ClearAllTransactionsByAccountHandler))
 
 			if config.EnableDataExport {
 				apiV1Route.GET("/data/export.csv", bindCsv(api.DataManagements.ExportDataToEzbookkeepingCSVHandler))
@@ -304,22 +378,29 @@ 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))
 			apiV1Route.GET("/transactions/list.json", bindApi(api.Transactions.TransactionListHandler))
 			apiV1Route.GET("/transactions/list/by_month.json", bindApi(api.Transactions.TransactionMonthListHandler))
+			apiV1Route.GET("/transactions/list/all.json", bindApi(api.Transactions.TransactionListAllHandler))
+			apiV1Route.GET("/transactions/reconciliation_statements.json", bindApi(api.Transactions.TransactionReconciliationStatementHandler))
 			apiV1Route.GET("/transactions/statistics.json", bindApi(api.Transactions.TransactionStatisticsHandler))
 			apiV1Route.GET("/transactions/statistics/trends.json", bindApi(api.Transactions.TransactionStatisticsTrendsHandler))
+			apiV1Route.GET("/transactions/statistics/asset_trends.json", bindApi(api.Transactions.TransactionStatisticsAssetTrendsHandler))
 			apiV1Route.GET("/transactions/amounts.json", bindApi(api.Transactions.TransactionAmountsHandler))
 			apiV1Route.GET("/transactions/get.json", bindApi(api.Transactions.TransactionGetHandler))
 			apiV1Route.POST("/transactions/add.json", bindApi(api.Transactions.TransactionCreateHandler))
 			apiV1Route.POST("/transactions/modify.json", bindApi(api.Transactions.TransactionModifyHandler))
+			apiV1Route.POST("/transactions/move/all.json", bindApi(api.Transactions.TransactionMoveAllBetweenAccountsHandler))
 			apiV1Route.POST("/transactions/delete.json", bindApi(api.Transactions.TransactionDeleteHandler))
 
 			if config.EnableDataImport {
+				apiV1Route.POST("/transactions/parse_custom_file.json", bindApi(api.Transactions.TransactionParseImportCustomFileDataHandler))
 				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
@@ -338,10 +419,19 @@ func startWebServer(c *core.CliContext) error {
 			apiV1Route.POST("/transaction/categories/move.json", bindApi(api.TransactionCategories.CategoryMoveHandler))
 			apiV1Route.POST("/transaction/categories/delete.json", bindApi(api.TransactionCategories.CategoryDeleteHandler))
 
+			// Transaction Tag Groups
+			apiV1Route.GET("/transaction/tags/groups/list.json", bindApi(api.TransactionTagGroups.TagGroupListHandler))
+			apiV1Route.GET("/transaction/tags/groups/get.json", bindApi(api.TransactionTagGroups.TagGroupGetHandler))
+			apiV1Route.POST("/transaction/tags/groups/add.json", bindApi(api.TransactionTagGroups.TagGroupCreateHandler))
+			apiV1Route.POST("/transaction/tags/groups/modify.json", bindApi(api.TransactionTagGroups.TagGroupModifyHandler))
+			apiV1Route.POST("/transaction/tags/groups/move.json", bindApi(api.TransactionTagGroups.TagGroupMoveHandler))
+			apiV1Route.POST("/transaction/tags/groups/delete.json", bindApi(api.TransactionTagGroups.TagGroupDeleteHandler))
+
 			// Transaction Tags
 			apiV1Route.GET("/transaction/tags/list.json", bindApi(api.TransactionTags.TagListHandler))
 			apiV1Route.GET("/transaction/tags/get.json", bindApi(api.TransactionTags.TagGetHandler))
 			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))
@@ -356,8 +446,29 @@ func startWebServer(c *core.CliContext) error {
 			apiV1Route.POST("/transaction/templates/move.json", bindApi(api.TransactionTemplates.TemplateMoveHandler))
 			apiV1Route.POST("/transaction/templates/delete.json", bindApi(api.TransactionTemplates.TemplateDeleteHandler))
 
+			// Insights Explorers
+			apiV1Route.GET("/insights/explorers/list.json", bindApi(api.InsightsExplorers.InsightsExplorerListHandler))
+			apiV1Route.GET("/insights/explorers/get.json", bindApi(api.InsightsExplorers.InsightsExplorerGetHandler))
+			apiV1Route.POST("/insights/explorers/add.json", bindApi(api.InsightsExplorers.InsightsExplorerCreateHandler))
+			apiV1Route.POST("/insights/explorers/modify.json", bindApi(api.InsightsExplorers.InsightsExplorerModifyHandler))
+			apiV1Route.POST("/insights/explorers/hide.json", bindApi(api.InsightsExplorers.InsightsExplorerHideHandler))
+			apiV1Route.POST("/insights/explorers/move.json", bindApi(api.InsightsExplorers.InsightsExplorerMoveHandler))
+			apiV1Route.POST("/insights/explorers/delete.json", bindApi(api.InsightsExplorers.InsightsExplorerDeleteHandler))
+
+			// Large Language Models
+			if config.ReceiptImageRecognitionLLMConfig != nil && config.ReceiptImageRecognitionLLMConfig.LLMProvider != "" {
+				if config.TransactionFromAIImageRecognition {
+					apiV1Route.POST("/llm/transactions/recognize_receipt_image.json", bindApi(api.LargeLanguageModels.RecognizeReceiptImageHandler))
+				}
+			}
+
 			// Exchange Rates
 			apiV1Route.GET("/exchange_rates/latest.json", bindApi(api.ExchangeRates.LatestExchangeRateHandler))
+			apiV1Route.POST("/exchange_rates/user_custom/update.json", bindApi(api.ExchangeRates.UserCustomExchangeRateUpdateHandler))
+			apiV1Route.POST("/exchange_rates/user_custom/delete.json", bindApi(api.ExchangeRates.UserCustomExchangeRateDeleteHandler))
+
+			// System
+			apiV1Route.GET("/systems/version.json", bindApi(api.Systems.VersionHandler))
 		}
 	}
 
@@ -390,6 +501,19 @@ func bindMiddleware(fn core.MiddlewareHandlerFunc) gin.HandlerFunc {
 	}
 }
 
+func bindRedirect(fn core.RedirectHandlerFunc) gin.HandlerFunc {
+	return func(ginCtx *gin.Context) {
+		c := core.WrapWebContext(ginCtx)
+		url, err := fn(c)
+
+		if err != nil {
+			utils.PrintJsonErrorResult(c, err)
+		} else {
+			c.Redirect(http.StatusFound, url)
+		}
+	}
+}
+
 func bindApi(fn core.ApiHandlerFunc) gin.HandlerFunc {
 	return func(ginCtx *gin.Context) {
 		c := core.WrapWebContext(ginCtx)
@@ -420,6 +544,69 @@ 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; charset=utf-8", "", result)
+		}
+	})
+}
+
 func bindCsv(fn core.DataHandlerFunc) gin.HandlerFunc {
 	return func(ginCtx *gin.Context) {
 		c := core.WrapWebContext(ginCtx)
@@ -428,7 +615,7 @@ func bindCsv(fn core.DataHandlerFunc) gin.HandlerFunc {
 		if err != nil {
 			utils.PrintDataErrorResult(c, "text/text", err)
 		} else {
-			utils.PrintDataSuccessResult(c, "text/csv", fileName, result)
+			utils.PrintDataSuccessResult(c, "text/csv; charset=utf-8", fileName, result)
 		}
 	}
 }
@@ -441,7 +628,7 @@ func bindTsv(fn core.DataHandlerFunc) gin.HandlerFunc {
 		if err != nil {
 			utils.PrintDataErrorResult(c, "text/text", err)
 		} else {
-			utils.PrintDataSuccessResult(c, "text/tab-separated-values", fileName, result)
+			utils.PrintDataSuccessResult(c, "text/tab-separated-values; charset=utf-8", fileName, result)
 		}
 	}
 }

conf/ezbookkeeping.ini

@@ -1,7 +1,4 @@
 [global]
-# Application instance name
-app_name = ezBookkeeping
-
 # Either "production", "development"
 mode = production
 
@@ -18,7 +15,7 @@ http_port = 8080
 # The domain name used to access ezBookkeeping
 domain = localhost
 
-# The full url used to access ezBookkeeping in browser
+# The full url used to access ezBookkeeping in browser, supports placeholders: %(protocol)s, %(domain)s, %(http_port)s
 root_url = %(protocol)s://%(domain)s:%(http_port)s/
 
 # https certification and its key file
@@ -37,6 +34,16 @@ enable_gzip = false
 # Set to true to log each request and execution time
 log_request = true
 
+# Add X-Request-Id header to response to track user request or error, default is true
+request_id_header = true
+
+[mcp]
+# Set to true to enable MCP (Model Context Protocol) server (via http / https web server) for AI/LLM access
+enable_mcp = false
+
+# 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
@@ -108,7 +115,7 @@ log_file_max_size = 104857600
 log_file_max_days = 7
 
 [storage]
-# Object storage type, supports "local_filesystem" and "minio" currently
+# Object storage type, supports "local_filesystem", "minio" and "webdav" currently
 type = local_filesystem
 
 # For "local_filesystem" storage only, the storage root path (relative or absolute path)
@@ -132,6 +139,115 @@ minio_bucket = ezbookkeeping
 # For "minio" storage only, the root path to store files in minio
 minio_root_path = /
 
+# For "webdav" storage only, the webdav url
+webdav_url =
+
+# For "webdav" storage only, the webdav username
+webdav_username =
+
+# For "webdav" storage only, the webdav password
+webdav_password =
+
+# For "webdav" storage only, the webdav root path to store files
+webdav_root_path = /
+
+# For "webdav" storage only, requesting webdav url timeout (0 - 4294967295 milliseconds)
+# Set to 0 to disable timeout for requesting webdav url, default is 10000 (10 seconds)
+webdav_request_timeout = 10000
+
+# For "webdav" storage only, proxy for requesting webdav url, supports "system" (use system proxy), "none" (do not use proxy), or proxy URL which starts with "http://", "https://" or "socks5://", default is "system"
+webdav_proxy = system
+
+# For "webdav" storage only, set to true to skip tls verification when connect webdav
+webdav_skip_tls_verify = false
+
+[llm]
+# Set to true to enable creating transactions from AI image recognition results, requires "llm_provider" and its related model id to be configured properly in "llm_image_recognition" section
+transaction_from_ai_image_recognition = false
+
+# Maximum allowed AI recognition picture file size (1 - 4294967295 bytes)
+max_ai_recognition_picture_size = 10485760
+
+[llm_image_recognition]
+# Large Language Model (LLM) provider for receipt image recognition, supports the following types: "openai", "openai_compatible", "anthropic", "anthropic_compatible", "openrouter", "ollama", "lm_studio", "google_ai"
+llm_provider =
+
+# For "openai" llm provider only, OpenAI API secret key, please visit https://platform.openai.com/api-keys for more information
+openai_api_key =
+
+# For "openai" llm provider only, receipt image recognition model for creating transactions from images
+openai_model_id =
+
+# For "openai_compatible" llm provider only, OpenAI compatible API base url, e.g. "https://api.openai.com/v1/"
+openai_compatible_base_url =
+
+# For "openai_compatible" llm provider only, OpenAI compatible API secret key
+openai_compatible_api_key =
+
+# For "openai_compatible" llm provider only, receipt image recognition model for creating transactions from images
+openai_compatible_model_id =
+
+# For "anthropic" llm provider only, Anthropic API key, please visit https://platform.claude.com/settings/keys for more information
+anthropic_api_key =
+
+# For "anthropic" llm provider only, receipt image recognition model for creating transactions from images
+anthropic_model_id =
+
+# For "anthropic" llm provider only, maximum allowed number of generated tokens for creating transactions from images, default is 1024
+anthropic_max_tokens = 1024
+
+# For "anthropic_compatible" llm provider only, Anthropic compatible API base url, e.g. "https://api.anthropic.com/v1/"
+anthropic_compatible_base_url =
+
+# For "anthropic_compatible" llm provider only, Anthropic compatible API version, e.g. "2023-06-01". If the LLM service does not require API versioning, leave it blank
+anthropic_compatible_api_version =
+
+# For "anthropic_compatible" llm provider only, Anthropic compatible API secret key
+anthropic_compatible_api_key =
+
+# For "anthropic_compatible" llm provider only, receipt image recognition model for creating transactions from images
+anthropic_compatible_model_id =
+
+# For "anthropic_compatible" llm provider only, maximum allowed number of generated tokens for creating transactions from images, default is 1024
+anthropic_compatible_max_tokens = 1024
+
+# For "openrouter" llm provider only, OpenRouter API key, please visit https://openrouter.ai/settings/keys for more information
+openrouter_api_key =
+
+# For "openrouter" llm provider only, receipt image recognition model for creating transactions from images
+openrouter_model_id =
+
+# For "ollama" llm provider only, Ollama server url, e.g. "http://127.0.0.1:11434/"
+ollama_server_url =
+
+# For "ollama" llm provider only, receipt image recognition model for creating transactions from images
+ollama_model_id =
+
+# For "lm_studio" llm provider only, LM Studio server url, e.g. "http://127.0.0.1:1234/"
+lm_studio_server_url =
+
+# For "lm_studio" llm provider only, LM Studio API token, if "require authentication" is not enabled in LM Studio, leave it blank
+lm_studio_token =
+
+# For "lm_studio" llm provider only, receipt image recognition model for creating transactions from images
+lm_studio_model_id =
+
+# For "google_ai" llm provider only, Google AI Studio API key, please visit https://aistudio.google.com/apikey for more information
+google_ai_api_key =
+
+# For "google_ai" llm provider only, receipt image recognition model for creating transactions from images
+google_ai_model_id =
+
+# Requesting large language model api timeout (0 - 4294967295 milliseconds)
+# Set to 0 to disable timeout for requesting large language model api, default is 60000 (60 seconds)
+request_timeout = 60000
+
+# Proxy for ezbookkeeping server requesting large language model api, supports "system" (use system proxy), "none" (do not use proxy), or proxy URL which starts with "http://", "https://" or "socks5://", default is "system"
+proxy = system
+
+# Set to true to skip tls verification when request large language model api
+skip_tls_verify = false
+
 [uuid]
 # Uuid generator type, supports "internal" currently
 generator_type = internal
@@ -161,9 +277,6 @@ enable_create_scheduled_transaction = true
 # Used for signing, you must change it to keep your user data safe before you first run ezBookkeeping
 secret_key =
 
-# Set to true to enable two-factor authorization
-enable_two_factor = true
-
 # Token expired seconds (60 - 4294967295), default is 2592000 (30 days)
 token_expired_time = 2592000
 
@@ -180,8 +293,84 @@ email_verify_token_expired_time = 3600
 # Password reset token expired seconds (60 - 4294967295), default is 3600 (60 minutes)
 password_reset_token_expired_time = 3600
 
-# Add X-Request-Id header to response to track user request or error, default is true
-request_id_header = true
+# Set to true to enable API token generation
+enable_api_token = false
+
+# Allowed remote IPs for using the API token, 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
+api_token_allowed_remote_ips =
+
+# 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
+
+[auth]
+# Set to true to enable internal authentication
+enable_internal_auth = true
+
+# Set to true to enable OAuth 2.0 authentication
+enable_oauth2_auth = false
+
+# For "internal" authentication only, set to true to enable two-factor authorization
+enable_two_factor = true
+
+# For "internal" authentication only, set to true to allow users to reset password
+enable_forget_password = true
+
+# For "internal" authentication only, set to true to require email must be verified when use forget password
+forget_password_require_email_verify = false
+
+# For "oauth2" authentication only, OAuth 2.0 provider, supports "oidc", "nextcloud", "gitea" and "github" currently
+oauth2_provider =
+
+# For "oauth2" authentication only, OAuth 2.0 client ID
+oauth2_client_id =
+
+# For "oauth2" authentication only, OAuth 2.0 client secret
+oauth2_client_secret =
+
+# For "oauth2" authentication only, OAuth 2.0 provider user identifier claim name, supports "email" and "username", default is "email"
+oauth2_user_identifier = email
+
+# For "oauth2" authentication only, set to true to use PKCE
+oauth2_use_pkce = false
+
+# For "oauth2" authentication only, if the user returned by OAuth 2.0 is not registered, automatically create a new user (requires "enable_register" to be set to true)
+oauth2_auto_register = true
+
+# For "oauth2" authentication only, OAuth 2.0 state expired seconds (60 - 4294967295), default is 300 (5 minutes)
+oauth2_state_expired_time = 300
+
+# For "oauth2" authentication only, requesting OAuth 2.0 api timeout (0 - 4294967295 milliseconds)
+# Set to 0 to disable timeout for requesting OAuth 2.0 api, default is 10000 (10 seconds)
+oauth2_request_timeout = 10000
+
+# For "oauth2" authentication only, proxy for ezbookkeeping server requesting OAuth 2.0 api, supports "system" (use system proxy), "none" (do not use proxy), or proxy URL which starts with "http://", "https://" or "socks5://", default is "system"
+oauth2_proxy = system
+
+# For "oauth2" authentication only, set to true to skip tls verification when request OAuth 2.0 api
+oauth2_skip_tls_verify = false
+
+# For "oauth2" authentication and "oidc" OAuth 2.0 provider only, OIDC provider issuer url. Make sure the ".well-known" directory is available under this path. For example, if it's set to "https://auth.example.com", the discovery URL should be "https://auth.example.com/.well-known/openid-configuration".
+oidc_provider_base_url =
+
+# For "oauth2" authentication and "oidc" OAuth 2.0 provider only, set to true to check whether the issuer url in the discovery response matches the above "oidc_provider_base_url"
+oidc_provider_check_issuer_url = true
+
+# For "oauth2" authentication and "oidc" OAuth 2.0 provider only, set to true to replace the text "Connect ID" in the "Log in with Connect ID" button with the below custom provider name
+enable_oidc_display_name = false
+
+# For "oauth2" authentication and "oidc" OAuth 2.0 provider only, the custom provider name to replace the text in the "Log in with Connect ID" button, it supports multi-language configuration
+# Add an underscore and a language tag after the setting key to configure the display name in that language
+# For example, oidc_custom_display_name_zh_hans means the display name in Chinese (Simplified)
+oidc_custom_display_name =
+
+# For "oauth2" authentication and "nextcloud" OAuth 2.0 provider only, Nextcloud base url, e.g. "https://cloud.example.org/"
+nextcloud_base_url =
+
+# For "oauth2" authentication and "gitea" OAuth 2.0 provider only, Gitea base url, e.g. "https://git.example.com/"
+gitea_base_url =
 
 [user]
 # Set to true to allow users to register account by themselves
@@ -193,12 +382,6 @@ enable_email_verify = false
 # Set to true to require email must be verified when login
 enable_force_email_verify = false
 
-# Set to true to allow users to reset password
-enable_forget_password = true
-
-# Set to true to require email must be verified when use forget password
-forget_password_require_email_verify = false
-
 # Set to true to allow users to upload transaction pictures
 enable_transaction_picture = true
 
@@ -217,6 +400,27 @@ 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
+# 14: Create Transactions from AI Image Recognition
+# 15: OAuth 2.0 Login
+# 16: Unlink Third-party Login
+# 17: Generate API Token
+default_feature_restrictions =
+
 [data]
 # Set to true to allow users to export their data
 enable_export = true
@@ -227,13 +431,22 @@ 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 +504,7 @@ 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 +529,22 @@ 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
 # "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/
-# "international_monetary_fund": https://www.imf.org/external/np/fin/data/param_rms_mth.aspx
+# "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/
+# "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)

contributors.json

@@ -0,0 +1,73 @@
+{
+    "code": [
+        "jiangshengwu",
+        "vigdail",
+        "f97",
+        "Miguelonlonlon",
+        "seb26",
+        "nktlitvinenko",
+        "lvdou-bing",
+        "dshemin",
+        "lucdsouza",
+        "OuIChien",
+        "RasterCrow"
+    ],
+    "translators": {
+        "de": [
+            "chrgm"
+        ],
+        "en": [],
+        "es": [
+            "Miguelonlonlon",
+            "abrugues",
+            "AndresTeller",
+            "diegofercri"
+        ],
+        "fr": [
+            "brieucdlf"
+        ],
+        "it": [
+            "waron97"
+        ],
+        "ja": [
+            "tkymmm"
+        ],
+        "kn": [
+            "Darshanbm05"
+        ],
+        "ko": [
+            "overworks"
+        ],
+        "nl": [
+            "automagics"
+        ],
+        "pt-BR": [
+            "thecodergus",
+            "balaios"
+        ],
+        "ru": [
+            "artegoser",
+            "dshemin"
+        ],
+        "sl": [
+            "thehijacker"
+        ],
+        "ta": [
+            "hhharsha36"
+        ],
+        "th": [
+            "natthavat28"
+        ],
+        "tr": [
+            "aydnykn"
+        ],
+        "uk": [
+            "nktlitvinenko"
+        ],
+        "vi": [
+            "f97"
+        ],
+        "zh-Hans": [],
+        "zh-Hant": []
+    }
+}

docker-bake.hcl

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

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 user-friendly interface and powerful bookkeeping features.
 After=syslog.target
 After=network.target
 After=mariadb.service mysqld.service postgresql.service

ezbookkeeping.go

@@ -1,15 +1,16 @@
 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"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/utils"
 )
 
@@ -25,12 +26,13 @@ var (
 )
 
 func main() {
-	settings.Version = Version
-	settings.CommitHash = CommitHash
+	core.Version = Version
+	core.CommitHash = CommitHash
+	core.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 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

@@ -1,86 +1,110 @@
 module github.com/mayswind/ezbookkeeping
 
-go 1.22
+go 1.25
 
 require (
-	github.com/boombuler/barcode v1.0.2
+	github.com/boombuler/barcode v1.1.0
+	github.com/coreos/go-oidc/v3 v3.17.0
 	github.com/extrame/xls v0.0.2-0.20200426124601-4a6cf263071b
-	github.com/gin-contrib/cache v1.3.0
-	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/lib/pq v1.10.9
-	github.com/mattn/go-sqlite3 v1.14.22
-	github.com/minio/minio-go/v7 v7.0.74
+	github.com/gin-contrib/cache v1.4.1
+	github.com/gin-contrib/gzip v1.2.5
+	github.com/gin-gonic/gin v1.11.0
+	github.com/go-co-op/gocron/v2 v2.19.1
+	github.com/go-playground/validator/v10 v10.30.1
+	github.com/go-sql-driver/mysql v1.9.3
+	github.com/golang-jwt/jwt/v5 v5.3.1
+	github.com/invopop/jsonschema v0.13.0
+	github.com/lib/pq v1.11.1
+	github.com/mattn/go-sqlite3 v1.14.33
+	github.com/minio/minio-go/v7 v7.0.98
 	github.com/patrickmn/go-cache v2.1.0+incompatible
-	github.com/pquerna/otp v1.4.0
-	github.com/sirupsen/logrus v1.9.3
-	github.com/stretchr/testify v1.9.0
-	github.com/urfave/cli/v2 v2.27.3
+	github.com/pquerna/otp v1.5.0
+	github.com/sirupsen/logrus v1.9.4
+	github.com/stretchr/testify v1.11.1
+	github.com/urfave/cli/v3 v3.6.2
 	github.com/wk8/go-ordered-map/v2 v2.1.8
-	golang.org/x/crypto v0.26.0
-	golang.org/x/text v0.17.0
-	gopkg.in/ini.v1 v1.67.0
+	github.com/xuri/excelize/v2 v2.10.0
+	golang.org/x/crypto v0.47.0
+	golang.org/x/net v0.49.0
+	golang.org/x/oauth2 v0.34.0
+	golang.org/x/text v0.33.0
+	gopkg.in/ini.v1 v1.67.1
 	gopkg.in/mail.v2 v2.3.1
 	xorm.io/builder v0.3.13
-	xorm.io/xorm v1.3.9
+	xorm.io/xorm v1.3.11
 )
 
 require (
 	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/gopkg v0.1.3 // indirect
+	github.com/bytedance/sonic v1.14.1 // indirect
+	github.com/bytedance/sonic/loader v0.3.0 // indirect
+	github.com/cespare/xxhash/v2 v2.3.0 // indirect
 	github.com/chenzhuoyu/base64x v0.0.0-20230717121745-296ad89f973d // indirect
 	github.com/chenzhuoyu/iasm v0.9.1 // indirect
-	github.com/cloudwego/base64x v0.1.4 // indirect
+	github.com/cloudwego/base64x v0.1.6 // indirect
 	github.com/cloudwego/iasm v0.2.0 // indirect
-	github.com/cpuguy83/go-md2man/v2 v2.0.4 // 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 v1.4.12 // indirect
+	github.com/gin-contrib/sse v1.1.0 // indirect
 	github.com/go-ini/ini v1.67.0 // indirect
+	github.com/go-jose/go-jose/v4 v4.1.3 // indirect
 	github.com/go-playground/locales v0.14.1 // indirect
 	github.com/go-playground/universal-translator v0.18.1 // indirect
-	github.com/goccy/go-json v0.10.3 // indirect
+	github.com/goccy/go-json v0.10.5 // indirect
+	github.com/goccy/go-yaml v1.18.0 // indirect
 	github.com/golang/snappy v0.0.4 // indirect
-	github.com/gomodule/redigo v1.8.9 // 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/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 v1.18.2 // indirect
+	github.com/klauspost/cpuid/v2 v2.3.0 // indirect
+	github.com/klauspost/crc32 v1.3.0 // indirect
 	github.com/leodido/go-urn v1.4.0 // indirect
 	github.com/mailru/easyjson v0.7.7 // indirect
 	github.com/mattn/go-isatty v0.0.20 // indirect
 	github.com/memcachier/mc/v3 v3.0.3 // indirect
+	github.com/minio/crc64nvme v1.1.1 // 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 v1.2.0 // indirect
 	github.com/pmezard/go-difflib v1.0.0 // indirect
+	github.com/quic-go/qpack v0.5.1 // indirect
+	github.com/quic-go/quic-go v0.55.0 // indirect
+	github.com/richardlehane/mscfb v1.0.4 // indirect
+	github.com/richardlehane/msoleps v1.0.4 // indirect
 	github.com/robfig/cron/v3 v3.0.1 // indirect
 	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 v1.7.1 // indirect
+	github.com/tinylib/msgp v1.6.1 // indirect
 	github.com/twitchyliquid64/golang-asm v0.15.1 // indirect
-	github.com/ugorji/go/codec v1.2.12 // indirect
+	github.com/ugorji/go/codec v1.3.0 // indirect
 	github.com/xrash/smetrics v0.0.0-20240521201337-686a1a2994c1 // indirect
-	golang.org/x/arch v0.8.0 // indirect
+	github.com/xuri/efp v0.0.1 // indirect
+	github.com/xuri/nfp v0.0.2-0.20250530014748-2ddeb826f9a9 // indirect
+	go.yaml.in/yaml/v3 v3.0.4 // indirect
+	golang.org/x/arch v0.22.0 // 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/mod v0.31.0 // indirect
+	golang.org/x/sync v0.19.0 // indirect
+	golang.org/x/sys v0.40.0 // indirect
+	golang.org/x/tools v0.40.0 // indirect
+	google.golang.org/protobuf v1.36.10 // indirect
 	gopkg.in/alexcesaro/quotedprintable.v3 v3.0.0-20150716171945-2caba252f4dc // indirect
 	gopkg.in/yaml.v3 v3.0.1 // indirect
 )

go.sum

@@ -4,29 +4,33 @@ gitea.com/xorm/sqlfiddle v0.0.0-20180821085327-62ce714f951a/go.mod h1:EXuID2Zs0p
 github.com/bahlo/generic-list-go v0.2.0 h1:5sz/EEAK+ls5wF+NeqDpk5+iNdMDXrh3z3nPnH1Wvgk=
 github.com/bahlo/generic-list-go v0.2.0/go.mod h1:2KvAjgMlE5NNynlg/5iLrrCCZ2+5xWbdbCW3pNTGyYg=
 github.com/boombuler/barcode v1.0.1-0.20190219062509-6c824513bacc/go.mod h1:paBWMcWSl3LHKBqUq+rly7CNSldXjb2rDl3JlRe0mD8=
-github.com/boombuler/barcode v1.0.2 h1:79yrbttoZrLGkL/oOI8hBrUKucwOL0oOjUgEguGMcJ4=
-github.com/boombuler/barcode v1.0.2/go.mod h1:paBWMcWSl3LHKBqUq+rly7CNSldXjb2rDl3JlRe0mD8=
-github.com/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/boombuler/barcode v1.1.0 h1:ChaYjBR63fr4LFyGn8E8nt7dBSt3MiU3zMOZqFvVkHo=
+github.com/boombuler/barcode v1.1.0/go.mod h1:paBWMcWSl3LHKBqUq+rly7CNSldXjb2rDl3JlRe0mD8=
+github.com/bradfitz/gomemcache v0.0.0-20250403215159-8d39553ac7cf h1:TqhNAT4zKbTdLa62d2HDBFdvgSbIGB3eJE8HqhgiL9I=
+github.com/bradfitz/gomemcache v0.0.0-20250403215159-8d39553ac7cf/go.mod h1:r5xuitiExdLAJ09PR7vBVENGvp4ZuTBeWTGtxuX3K+c=
 github.com/buger/jsonparser v1.1.1 h1:2PnMjfWD7wBILjqQbt530v576A/cAbQvEW9gGIpYMUs=
 github.com/buger/jsonparser v1.1.1/go.mod h1:6RYKKt7H4d4+iWqouImQ9R2FZql3VbhNgx27UK13J/0=
+github.com/bytedance/gopkg v0.1.3 h1:TPBSwH8RsouGCBcMBktLt1AymVo2TVsBVCY4b6TnZ/M=
+github.com/bytedance/gopkg v0.1.3/go.mod h1:576VvJ+eJgyCzdjS+c4+77QF3p7ubbtiKARP3TxducM=
 github.com/bytedance/sonic v1.5.0/go.mod h1:ED5hyg4y6t3/9Ku1R6dU/4KyJ48DZ4jPhfY1O2AihPM=
 github.com/bytedance/sonic v1.10.0-rc/go.mod h1:ElCzW+ufi8qKqNW0FY314xriJhyJhuoJ3gFZdAHF7NM=
-github.com/bytedance/sonic v1.11.6 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/loader v0.1.1/go.mod h1:ncP89zfokxS5LZrJxl5z0UJcsk4M4yY2JpfqGeCtNLU=
+github.com/bytedance/sonic v1.14.1 h1:FBMC0zVz5XUmE4z9wF4Jey0An5FueFvOsTKKKtwIl7w=
+github.com/bytedance/sonic v1.14.1/go.mod h1:gi6uhQLMbTdeP0muCnrjHLeCUPyb70ujhnNlhOylAFc=
+github.com/bytedance/sonic/loader v0.3.0 h1:dskwH8edlzNMctoruo8FPTJDF3vLtDT0sXZwvZJyqeA=
+github.com/bytedance/sonic/loader v0.3.0/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 v0.1.6 h1:t11wG9AECkCDk5fMSoxmufanudBtJ+/HemLstXDLI2M=
+github.com/cloudwego/base64x v0.1.6/go.mod h1:OFcloc187FXDaYHvrNIjxSe8ncn0OOM8gEHfghB2IPU=
 github.com/cloudwego/iasm v0.2.0/go.mod h1:8rXZaNYT2n95jn+zTI1sDr+IgcD2GVs0nlbbQPiEFhY=
-github.com/cpuguy83/go-md2man/v2 v2.0.4 h1:wfIWP927BUkWJb2NmU/kNDYIBTh/ziUX91+lVfRxZq4=
-github.com/cpuguy83/go-md2man/v2 v2.0.4/go.mod h1:tgQtvFlXSQOSOSIRvRPT7W67SCa46tRHOmNcaadrF8o=
+github.com/coreos/go-oidc/v3 v3.17.0 h1:hWBGaQfbi0iVviX4ibC7bk8OKT5qNr4klBaCHVNvehc=
+github.com/coreos/go-oidc/v3 v3.17.0/go.mod h1:wqPbKFrVnE90vty060SB40FCJ8fTHTxSwyXJqZH+sI8=
+github.com/cpuguy83/go-md2man/v2 v2.0.5/go.mod h1:tgQtvFlXSQOSOSIRvRPT7W67SCa46tRHOmNcaadrF8o=
 github.com/davecgh/go-spew v1.1.0/go.mod h1:J7Y8YcW2NihsgmVo/mv3lAwl/skON4iLHjSsI+c5H38=
 github.com/davecgh/go-spew v1.1.1 h1:vj9j/u1bqnvCEfJOwUhtlOARqs3+rkHYY13jYWTU97c=
 github.com/davecgh/go-spew v1.1.1/go.mod h1:J7Y8YcW2NihsgmVo/mv3lAwl/skON4iLHjSsI+c5H38=
@@ -39,99 +43,120 @@ github.com/extrame/ole2 v0.0.0-20160812065207-d69429661ad7/go.mod h1:GPpMrAfHdb8
 github.com/extrame/xls v0.0.2-0.20200426124601-4a6cf263071b h1:jqW/h4gcXYEB6kVf6iuxjU9ONWA0ugUB94TP9UNmgdg=
 github.com/extrame/xls v0.0.2-0.20200426124601-4a6cf263071b/go.mod h1:iACcgahst7BboCpIMSpnFs4SKyU9ZjsvZBfNbUxZOJI=
 github.com/fsnotify/fsnotify v1.4.7/go.mod h1:jwhsz4b93w/PPRr/qN1Yymfu8t87LnFCMoQvtojpjFo=
-github.com/gabriel-vasile/mimetype v1.4.3 h1:in2uUcidCuFcDKtdcBxlR0rJ1+fsokWf+uqxgUFjbI0=
-github.com/gabriel-vasile/mimetype v1.4.3/go.mod h1:d8uq/6HKRL6CGdk+aubisF/M5GcPfT7nKyLpA0lbSSk=
-github.com/gin-contrib/cache v1.3.0 h1:wEEw38uvb4rTraQJVpd9ex4ZotXNlc0fSaSUsuPXS/w=
-github.com/gin-contrib/cache v1.3.0/go.mod h1:EA63LrWGI5vwSI95TS5fgBrtxZ1tM2NKx+NrEeyEDcU=
-github.com/gin-contrib/gzip v1.0.1 h1:HQ8ENHODeLY7a4g1Au/46Z92bdGFl74OhxcZble9WJE=
-github.com/gin-contrib/gzip v1.0.1/go.mod h1:njt428fdUNRvjuJf16tZMYZ2Yl+WQB53X5wmhDwXvC4=
-github.com/gin-contrib/sse v0.1.0 h1:Y/yl/+YNO8GZSjAhjMsSuLt29uWRFHdHYUb5lYOV9qE=
-github.com/gin-contrib/sse v0.1.0/go.mod h1:RHrZQHXnP2xjPF+u1gW/2HnVO7nvIa9PG3Gm+fLHvGI=
-github.com/gin-gonic/gin v1.10.0 h1:nTuyha1TYqgedzytsKYqna+DfLos46nTv2ygFy86HFU=
-github.com/gin-gonic/gin v1.10.0/go.mod h1:4PMNQiOhvDRa013RKVbsiNwoyezlm2rm0uX/T7kzp5Y=
-github.com/go-co-op/gocron/v2 v2.11.0 h1:IOowNA6SzwdRFnD4/Ol3Kj6G2xKfsoiiGq2Jhhm9bvE=
-github.com/go-co-op/gocron/v2 v2.11.0/go.mod h1:xY7bJxGazKam1cz04EebrlP4S9q4iWdiAylMGP3jY9w=
+github.com/gabriel-vasile/mimetype v1.4.12 h1:e9hWvmLYvtp846tLHam2o++qitpguFiYCKbn0w9jyqw=
+github.com/gabriel-vasile/mimetype v1.4.12/go.mod h1:d+9Oxyo1wTzWdyVUPMmXFvp4F9tea18J8ufA774AB3s=
+github.com/gin-contrib/cache v1.4.1 h1:HcLwLfw7p+FasNp5VAnFbbBj9SzB4bDtswvon7wYSg4=
+github.com/gin-contrib/cache v1.4.1/go.mod h1:tykDV+FgItJHYEO0eCasuRYsZKPPyb4BYhAjuTlG6RM=
+github.com/gin-contrib/gzip v1.2.5 h1:fIZs0S+l17pIu1P5XRJOo/YNqfIuPCrZZ3TWB7pjckI=
+github.com/gin-contrib/gzip v1.2.5/go.mod h1:aomRgR7ftdZV3uWY0gW/m8rChfxau0n8YVvwlOHONzw=
+github.com/gin-contrib/sse v1.1.0 h1:n0w2GMuUpWDVp7qSpvze6fAu9iRxJY4Hmj6AmBOU05w=
+github.com/gin-contrib/sse v1.1.0/go.mod h1:hxRZ5gVpWMT7Z0B0gSNYqqsSCNIJMjzvm6fqCz9vjwM=
+github.com/gin-gonic/gin v1.11.0 h1:OW/6PLjyusp2PPXtyxKHU0RbX6I/l28FTdDlae5ueWk=
+github.com/gin-gonic/gin v1.11.0/go.mod h1:+iq/FyxlGzII0KHiBGjuNn4UNENUlKbGlNmc+W50Dls=
+github.com/go-co-op/gocron/v2 v2.19.1 h1:B4iLeA0NB/2iO3EKQ7NfKn5KsQgZfjb2fkvoZJU3yBI=
+github.com/go-co-op/gocron/v2 v2.19.1/go.mod h1:5lEiCKk1oVJV39Zg7/YG10OnaVrDAV5GGR6O0663k6U=
 github.com/go-ini/ini v1.67.0 h1:z6ZrTEZqSWOTyH2FlglNbNgARyHG8oLW9gMELqKr06A=
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 github.com/syndtr/goleveldb v1.0.0/go.mod h1:ZVVdQEZoIme9iO1Ch2Jdy24qqXrMMOU6lpPAyBWyWuQ=
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 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=
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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=
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 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=
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+github.com/xuri/excelize/v2 v2.10.0 h1:8aKsP7JD39iKLc6dH5Tw3dgV3sPRh8uRVXu/fMstfW4=
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+go.yaml.in/yaml/v3 v3.0.4 h1:tfq32ie2Jv2UxXFdLJdh3jXuOzWiL1fo0bu/FbuKpbc=
+go.yaml.in/yaml/v3 v3.0.4/go.mod h1:DhzuOOF2ATzADvBadXxruRBLzYTpT36CKvDb3+aBEFg=
 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 v0.22.0 h1:c/Zle32i5ttqRXjdLyyHZESLD/bB90DCU1g9l/0YBDI=
+golang.org/x/arch v0.22.0/go.mod h1:dNHoOeKiyja7GTvF9NJS1l3Z2yntpQNzgrjh1cU103A=
+golang.org/x/crypto v0.47.0 h1:V6e3FRj+n4dbpw86FJ8Fv7XVOql7TEwpHapKoMJ/GO8=
+golang.org/x/crypto v0.47.0/go.mod h1:ff3Y9VzzKbwSSEzWqJsJVBnWmRwRSHt/6Op5n9bQc4A=
 golang.org/x/exp v0.0.0-20240613232115-7f521ea00fb8/go.mod h1:jj3sYF3dwk5D+ghuXyeI3r5MFf+NT2An6/9dOA95KSI=
+golang.org/x/mod v0.31.0 h1:HaW9xtz0+kOcWKwli0ZXy79Ix+UW/vOfmWI5QVd2tgI=
+golang.org/x/mod v0.31.0/go.mod h1:43JraMp9cGx1Rx3AqioxrbrhNsLl2l/iNAvuBkrezpg=
 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 v0.49.0 h1:eeHFmOGUTtaaPSGNmjBKpbng9MulQsJURQUAfUwY++o=
+golang.org/x/net v0.49.0/go.mod h1:/ysNB2EvaqvesRkuLAyjI1ycPZlQHM3q01F02UY/MV8=
+golang.org/x/oauth2 v0.34.0 h1:hqK/t4AKgbqWkdkcAeI8XLmbK+4m4G5YeQRrmiotGlw=
+golang.org/x/oauth2 v0.34.0/go.mod h1:lzm5WQJQwKZ3nwavOZ3IS5Aulzxi68dUSgRHujetwEA=
 golang.org/x/sync v0.0.0-20180314180146-1d60e4601c6f/go.mod h1:RxMgew5VJxzue5/jJTE5uejpjVlOe/izrB70Jof72aM=
+golang.org/x/sync v0.19.0 h1:vV+1eWNmZ5geRlYjzm2adRgW2/mcpevXNg50YZtPCE4=
+golang.org/x/sync v0.19.0/go.mod h1:9KTHXmSnoGruLpwFjVSX0lNNA75CykiMECbovNTZqGI=
 golang.org/x/sys v0.0.0-20180909124046-d0be0721c37e/go.mod h1:STP8DvDyc/dI5b8T5hshtkjS+E42TnysNCUPdjciGhY=
-golang.org/x/sys v0.0.0-20220715151400-c0bba94af5f8/go.mod h1:oPkhp1MJrh7nUepCBck5+mAzfO9JrbApNNgaTdGDITg=
-golang.org/x/sys v0.5.0/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 v0.40.0 h1:DBZZqJ2Rkml6QMQsZywtnjnnGvHza6BTfYFWY9kjEWQ=
+golang.org/x/sys v0.40.0/go.mod h1:OgkHotnGiDImocRcuBABYBEXf8A9a87e/uXjp9XT3ks=
 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 v0.33.0 h1:B3njUFyqtHDUI5jMn1YIr5B0IE2U0qck04r6d4KPAxE=
+golang.org/x/text v0.33.0/go.mod h1:LuMebE6+rBincTi9+xWTY8TztLzKHc/9C1uBCG27+q8=
+golang.org/x/tools v0.40.0 h1:yLkxfA+Qnul4cs9QA3KnlFu0lVmd8JJfoq+E41uSutA=
+golang.org/x/tools v0.40.0/go.mod h1:Ik/tzLRlbscWpqqMRjyWYDisX8bG13FrdXp3o4Sr9lc=
+google.golang.org/protobuf v1.36.10 h1:AYd7cD/uASjIL6Q9LiTjz8JLcrh/88q5UObnmY3aOOE=
+google.golang.org/protobuf v1.36.10/go.mod h1:HTf+CrKn2C3g5S8VImy6tdcUvCska2kB7j23XfzDpco=
 gopkg.in/alexcesaro/quotedprintable.v3 v3.0.0-20150716171945-2caba252f4dc h1:2gGKlE2+asNV9m7xrywl36YYNnBG5ZQ0r/BOOxqPpmk=
 gopkg.in/alexcesaro/quotedprintable.v3 v3.0.0-20150716171945-2caba252f4dc/go.mod h1:m7x9LTH6d71AHyAX77c9yqWCCa3UKHcVEj9y7hAtKDk=
 gopkg.in/check.v1 v0.0.0-20161208181325-20d25e280405/go.mod h1:Co6ibVJAznAaIkqp8huTwlJQCZ016jof/cbN4VW5Yz0=
 gopkg.in/check.v1 v1.0.0-20190902080502-41f04d3bba15/go.mod h1:Co6ibVJAznAaIkqp8huTwlJQCZ016jof/cbN4VW5Yz0=
 gopkg.in/fsnotify.v1 v1.4.7/go.mod h1:Tz8NjZHkW78fSQdbUxIjBTcgA1z1m8ZHf0WmKUhAMys=
-gopkg.in/ini.v1 v1.67.0 h1:Dgnx+6+nfE+IfzjUEISNeydPJh9AXNNsWbGP9KzCsOA=
-gopkg.in/ini.v1 v1.67.0/go.mod h1:pNLf8WUiyNEtQjuu5G5vTm06TEv9tsIgeAvK8hOrP4k=
+gopkg.in/ini.v1 v1.67.1 h1:tVBILHy0R6e4wkYOn3XmiITt/hEVH4TFMYvAX2Ytz6k=
+gopkg.in/ini.v1 v1.67.1/go.mod h1:x/cyOwCgZqOkJoDIJ3c1KNHMo10+nLGAhh+kn3Zizss=
 gopkg.in/mail.v2 v2.3.1 h1:WYFn/oANrAGP2C0dcV6/pbkPzv8yGzqTjPmTeO7qoXk=
 gopkg.in/mail.v2 v2.3.1/go.mod h1:htwXN1Qh09vZJ1NVKxQqHPBaCBbzKhp5GzuJEA4VJWw=
 gopkg.in/tomb.v1 v1.0.0-20141024135613-dd632973f1e7/go.mod h1:dt/ZhP58zS4L8KSrWDmTeBkI65Dw0HsyUHuEVlX15mw=
@@ -198,5 +239,5 @@ nullprogram.com/x/optparse v1.0.0/go.mod h1:KdyPE+Igbe0jQUrVfMqDMeJQIJZEuyV7pjYm
 rsc.io/pdf v0.1.1/go.mod h1:n8OzWcQ6Sp37PL01nO98y4iUCRdTGarVfzxY20ICaU4=
 xorm.io/builder v0.3.13 h1:a3jmiVVL19psGeXx8GIurTp7p0IIgqeDmwhcR6BAOAo=
 xorm.io/builder v0.3.13/go.mod h1:aUW0S9eb9VCaPohFCH3j7czOx1PMW3i1HrSzbLYGBSE=
-xorm.io/xorm v1.3.9 h1:TUovzS0ko+IQ1XnNLfs5dqK1cJl1H5uHpWbWqAQ04nU=
-xorm.io/xorm v1.3.9/go.mod h1:LsCCffeeYp63ssk0pKumP6l96WZcHix7ChpurcLNuMw=
+xorm.io/xorm v1.3.11 h1:i4tlVUASogb0ZZFJHA7dZqoRU2pUpUsutnNdaOlFyMI=
+xorm.io/xorm v1.3.11/go.mod h1:cs0ePc8O4a0jD78cNvD+0VFwhqotTvLQZv372QsDw7Q=

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": "1.4.0",
   "private": true,
   "repository": {
     "type": "git",
@@ -15,53 +15,77 @@
     "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": "^12.1.0",
+    "axios": "^1.13.4",
     "cbor-js": "^0.1.0",
+    "chardet": "^2.1.1",
     "clipboard": "^2.0.11",
     "crypto-js": "^4.2.0",
     "dom7": "^4.0.6",
-    "echarts": "^5.5.1",
-    "framework7": "^8.3.3",
+    "echarts": "^6.0.0",
+    "framework7": "^9.0.3",
     "framework7-icons": "^5.0.5",
-    "framework7-vue": "^8.3.3",
-    "js-cookie": "^3.0.5",
+    "framework7-vue": "^9.0.3",
+    "jalaali-js": "^1.2.8",
     "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": "^3.0.4",
     "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",
+    "swiper": "^12.1.0",
+    "ua-parser-js": "^1.0.39",
+    "vue": "^3.5.27",
+    "vue-echarts": "^8.0.1",
+    "vue-i18n": "^11.2.8",
+    "vue-router": "^5.0.2",
     "vue3-perfect-scrollbar": "^2.0.0",
     "vuedraggable": "^4.1.0",
-    "vuetify": "^3.6.13"
+    "vuetify": "^3.11.8"
   },
   "devDependencies": {
-    "@vitejs/plugin-vue": "^5.0.5",
-    "cross-env": "^7.0.3",
-    "eslint": "^8.57.0",
-    "eslint-plugin-vue": "^9.27.0",
+    "@jest/globals": "^30.2.0",
+    "@tsconfig/node24": "^24.0.4",
+    "@types/cbor-js": "^0.1.1",
+    "@types/crypto-js": "^4.2.2",
+    "@types/git-rev-sync": "^2.0.2",
+    "@types/jalaali-js": "^1.2.0",
+    "@types/jest": "^30.0.0",
+    "@types/node": "^24.1.0",
+    "@types/ua-parser-js": "^0.7.39",
+    "@vitejs/plugin-vue": "^6.0.4",
+    "@vue/eslint-config-typescript": "^14.6.0",
+    "@vue/tsconfig": "^0.8.1",
+    "cross-env": "^10.1.0",
+    "eslint": "^9.39.1",
+    "eslint-plugin-vue": "^10.7.0",
     "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": "^30.2.0",
+    "postcss-preset-env": "^11.1.3",
+    "sass": "^1.97.3",
+    "ts-jest": "^29.4.6",
+    "ts-node": "^10.9.2",
+    "typescript": "^5.9.3",
+    "vite": "^7.3.1",
+    "vite-plugin-checker": "^0.12.0",
+    "vite-plugin-pwa": "^1.2.0",
+    "vite-plugin-vuetify": "^2.1.3",
+    "vue-tsc": "^3.2.4"
   },
   "browserslist": [
-    "> 1%",
-    "last 2 versions",
+    "last 5 Chrome versions",
+    "last 5 Firefox versions",
+    "last 5 Safari versions",
+    "last 5 Edge versions",
+    "last 5 ChromeAndroid versions",
+    "last 5 iOS versions",
+    "not IE <= 11",
     "not dead"
   ]
 }

pkg/api/accounts.go

@@ -28,6 +28,9 @@ var (
 			container: settings.Container,
 		},
 		ApiUsingDuplicateChecker: ApiUsingDuplicateChecker{
+			ApiUsingConfig: ApiUsingConfig{
+				container: settings.Container,
+			},
 			container: duplicatechecker.Container,
 		},
 		accounts: services.Accounts,
@@ -147,10 +150,10 @@ func (a *AccountsApi) AccountCreateHandler(c *core.WebContext) (any, *errs.Error
 		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
-	utcOffset, err := c.GetClientTimezoneOffset()
+	clientTimezone, err := c.GetClientTimezone()
 
 	if err != nil {
-		log.Warnf(c, "[accounts.AccountCreateHandler] cannot get client timezone offset, because %s", err.Error())
+		log.Warnf(c, "[accounts.AccountCreateHandler] cannot get client timezone, because %s", err.Error())
 		return nil, errs.ErrClientTimezoneOffsetInvalid
 	}
 
@@ -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, clientTimezone)
 
 	if err != nil {
 		log.Errorf(c, "[accounts.AccountCreateHandler] failed to create account \"id:%d\" for user \"uid:%d\", because %s", mainAccount.AccountId, uid, err.Error())
@@ -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
+	}
+
+	clientTimezone, err := c.GetClientTimezone()
+
+	if err != nil {
+		log.Warnf(c, "[accounts.AccountModifyHandler] cannot get client timezone, 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 +341,154 @@ 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 {
+		if toUpdateAccount.Category != mainAccount.Category {
+			maxOrderId, err := a.accounts.GetMaxDisplayOrder(c, uid, toUpdateAccount.Category)
+
+			if err != nil {
+				log.Errorf(c, "[accounts.AccountModifyHandler] failed to get max display order for user \"uid:%d\", because %s", uid, err.Error())
+				return nil, errs.Or(err, errs.ErrOperationFailed)
+			}
+
+			toUpdateAccount.DisplayOrder = maxOrderId + 1
+		}
+
 		anythingUpdate = true
 		toUpdateAccounts = append(toUpdateAccounts, toUpdateAccount)
 	}
 
+	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 +496,43 @@ 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, clientTimezone)
 
 	if err != nil {
 		log.Errorf(c, "[accounts.AccountModifyHandler] failed to update account \"id:%d\" for user \"uid:%d\", because %s", accountModifyReq.Id, uid, err.Error())
@@ -349,6 +541,10 @@ 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++ {
@@ -357,7 +553,6 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 
 		account.Type = oldAccount.Type
 		account.ParentAccountId = oldAccount.ParentAccountId
-		account.DisplayOrder = oldAccount.DisplayOrder
 		account.Currency = oldAccount.Currency
 		account.Balance = oldAccount.Balance
 
@@ -365,11 +560,23 @@ 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 +585,19 @@ 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 +686,35 @@ 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,
@@ -480,33 +726,62 @@ 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,
-		Name:      accountModifyReq.Name,
-		Category:  accountModifyReq.Category,
-		Icon:      accountModifyReq.Icon,
-		Color:     accountModifyReq.Color,
-		Comment:   accountModifyReq.Comment,
-		Hidden:    accountModifyReq.Hidden,
+		AccountId:    oldAccount.AccountId,
+		Uid:          uid,
+		Name:         accountModifyReq.Name,
+		DisplayOrder: oldAccount.DisplayOrder,
+		Category:     accountModifyReq.Category,
+		Icon:         accountModifyReq.Icon,
+		Color:        accountModifyReq.Color,
+		Comment:      accountModifyReq.Comment,
+		Extend:       newAccountExtend,
+		Hidden:       accountModifyReq.Hidden,
 	}
 
 	if newAccount.Name != oldAccount.Name ||
@@ -518,5 +793,40 @@ 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

@@ -1,10 +1,14 @@
 package api
 
 import (
+	"encoding/json"
+	"errors"
+
 	"github.com/pquerna/otp/totp"
 
 	"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"
@@ -15,10 +19,13 @@ import (
 // AuthorizationsApi represents authorization api
 type AuthorizationsApi struct {
 	ApiUsingConfig
+	ApiUsingDuplicateChecker
 	ApiWithUserInfo
 	users                   *services.UserService
+	userAppCloudSettings    *services.UserApplicationCloudSettingsService
 	tokens                  *services.TokenService
 	twoFactorAuthorizations *services.TwoFactorAuthorizationService
+	userExternalAuths       *services.UserExternalAuthService
 }
 
 // Initialize a authorization api singleton instance
@@ -27,6 +34,12 @@ var (
 		ApiUsingConfig: ApiUsingConfig{
 			container: settings.Container,
 		},
+		ApiUsingDuplicateChecker: ApiUsingDuplicateChecker{
+			ApiUsingConfig: ApiUsingConfig{
+				container: settings.Container,
+			},
+			container: duplicatechecker.Container,
+		},
 		ApiWithUserInfo: ApiWithUserInfo{
 			ApiUsingConfig: ApiUsingConfig{
 				container: settings.Container,
@@ -36,13 +49,19 @@ var (
 			},
 		},
 		users:                   services.Users,
+		userAppCloudSettings:    services.UserApplicationCloudSettings,
 		tokens:                  services.Tokens,
 		twoFactorAuthorizations: services.TwoFactorAuthorizations,
+		userExternalAuths:       services.UserExternalAuths,
 	}
 )
 
 // AuthorizeHandler verifies and authorizes current login request
 func (a *AuthorizationsApi) AuthorizeHandler(c *core.WebContext) (any, *errs.Error) {
+	if !a.CurrentConfig().EnableInternalAuth {
+		return nil, errs.ErrCannotLoginByPassword
+	}
+
 	var credential models.UserLoginRequest
 	err := c.ShouldBindJSON(&credential)
 
@@ -51,7 +70,23 @@ 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())
@@ -115,15 +150,29 @@ func (a *AuthorizationsApi) AuthorizeHandler(c *core.WebContext) (any, *errs.Err
 	}
 
 	c.SetTokenClaims(claims)
+	c.SetTokenContext("")
 
-	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)
+	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, user.Uid)
+	var applicationCloudSettingSlice *models.ApplicationCloudSettingSlice = nil
 
-	authResp := a.getAuthResponse(c, token, twoFactorEnable, user)
+	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 logged in, token type is %d, token will be expired at %d", user.Uid, claims.Type, claims.ExpiresAt)
+
+	authResp := a.getAuthResponse(c, token, twoFactorEnable, user, applicationCloudSettingSlice)
 	return authResp, nil
 }
 
 // TwoFactorAuthorizeHandler verifies and authorizes current 2fa login by passcode
 func (a *AuthorizationsApi) TwoFactorAuthorizeHandler(c *core.WebContext) (any, *errs.Error) {
+	if !a.CurrentConfig().EnableInternalAuth {
+		return nil, errs.ErrCannotLoginByPassword
+	}
+
 	var credential models.TwoFactorLoginRequest
 	err := c.ShouldBindJSON(&credential)
 
@@ -133,6 +182,13 @@ 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 {
@@ -142,13 +198,21 @@ 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
 	}
 
 	user, err := a.users.GetUserById(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[authorizations.TwoFactorAuthorizeHandler] failed to get user \"uid:%d\" info, because %s", user.Uid, err.Error())
+		log.Errorf(c, "[authorizations.TwoFactorAuthorizeHandler] failed to get user \"uid:%d\" info, because %s", uid, err.Error())
 		return nil, errs.ErrUserNotFound
 	}
 
@@ -178,15 +242,29 @@ func (a *AuthorizationsApi) TwoFactorAuthorizeHandler(c *core.WebContext) (any,
 
 	c.SetTextualToken(token)
 	c.SetTokenClaims(claims)
+	c.SetTokenContext("")
+
+	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, user.Uid)
+	var applicationCloudSettingSlice *models.ApplicationCloudSettingSlice = nil
+
+	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
 }
 
 // TwoFactorAuthorizeByRecoveryCodeHandler verifies and authorizes current 2fa login by recovery code
 func (a *AuthorizationsApi) TwoFactorAuthorizeByRecoveryCodeHandler(c *core.WebContext) (any, *errs.Error) {
+	if !a.CurrentConfig().EnableInternalAuth {
+		return nil, errs.ErrCannotLoginByPassword
+	}
+
 	var credential models.TwoFactorRecoveryCodeLoginRequest
 	err := c.ShouldBindJSON(&credential)
 
@@ -196,6 +274,13 @@ 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 {
@@ -210,7 +295,7 @@ func (a *AuthorizationsApi) TwoFactorAuthorizeByRecoveryCodeHandler(c *core.WebC
 	user, err := a.users.GetUserById(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[authorizations.TwoFactorAuthorizeByRecoveryCodeHandler] failed to get user \"uid:%d\" info, because %s", user.Uid, err.Error())
+		log.Errorf(c, "[authorizations.TwoFactorAuthorizeByRecoveryCodeHandler] failed to get user \"uid:%d\" info, because %s", uid, err.Error())
 		return nil, errs.ErrUserNotFound
 	}
 
@@ -226,6 +311,15 @@ 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)
@@ -247,18 +341,207 @@ func (a *AuthorizationsApi) TwoFactorAuthorizeByRecoveryCodeHandler(c *core.WebC
 
 	c.SetTextualToken(token)
 	c.SetTokenClaims(claims)
+	c.SetTokenContext("")
+
+	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, user.Uid)
+	var applicationCloudSettingSlice *models.ApplicationCloudSettingSlice = nil
+
+	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 {
+// OAuth2CallbackAuthorizeHandler verifies and authorizes current OAuth 2.0 callback login
+func (a *AuthorizationsApi) OAuth2CallbackAuthorizeHandler(c *core.WebContext) (any, *errs.Error) {
+	if !a.CurrentConfig().EnableOAuth2Login {
+		return nil, errs.ErrOAuth2NotEnabled
+	}
+
+	var credential models.OAuth2CallbackLoginRequest
+	err := c.ShouldBindJSON(&credential)
+
+	if err != nil {
+		log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	var tokenContext models.OAuth2CallbackTokenContext
+	err = json.Unmarshal([]byte(c.GetTokenContext()), &tokenContext)
+
+	if err != nil {
+		log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] parse token context failed, because %s", err.Error())
+		return nil, errs.ErrOperationFailed
+	}
+
+	if !tokenContext.ExternalAuthType.IsValid() {
+		log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] external auth type \"%s\" is invalid", tokenContext.ExternalAuthType)
+		return nil, errs.ErrInvalidOAuth2Provider
+	}
+
+	uid := c.GetCurrentUid()
+	err = a.CheckFailureCount(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] cannot auth for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrFailureCountLimitReached)
+	}
+
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] failed to get user \"uid:%d\" info, because %s", uid, err.Error())
+		return nil, errs.ErrUserNotFound
+	}
+
+	if user.Disabled {
+		log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] user \"uid:%d\" is disabled", user.Uid)
+		return nil, errs.ErrUserIsDisabled
+	}
+
+	if a.CurrentConfig().EnableUserForceVerifyEmail && !user.EmailVerified {
+		log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] user \"uid:%d\" has not verified email", user.Uid)
+		return nil, errs.ErrEmailIsNotVerified
+	}
+
+	oldTokenClaims := c.GetTokenClaims()
+
+	if oldTokenClaims.Type == core.USER_TOKEN_TYPE_OAUTH2_CALLBACK_REQUIRE_VERIFY {
+		if credential.Password == "" {
+			return nil, errs.ErrPasswordIsEmpty
+		}
+
+		if !a.users.IsPasswordEqualsUserPassword(credential.Password, user) {
+			failureCheckErr := a.CheckAndIncreaseFailureCount(c, uid)
+
+			if failureCheckErr != nil {
+				log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] cannot login for user \"uid:%d\", because %s", user.Uid, failureCheckErr.Error())
+				return nil, errs.Or(failureCheckErr, errs.ErrFailureCountLimitReached)
+			}
+
+			return nil, errs.ErrUserPasswordWrong
+		}
+
+		if a.CurrentConfig().EnableTwoFactor {
+			twoFactorSetting, err := a.twoFactorAuthorizations.GetUserTwoFactorSettingByUid(c, uid)
+
+			if err != nil && !errors.Is(err, errs.ErrTwoFactorIsNotEnabled) {
+				log.Errorf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] failed to check two-factor setting for user \"uid:%d\", because %s", user.Uid, err.Error())
+				return nil, errs.Or(err, errs.ErrSystemError)
+			}
+
+			if twoFactorSetting != nil {
+				if credential.Passcode == "" {
+					return nil, errs.ErrPasscodeEmpty
+				}
+
+				if !totp.Validate(credential.Passcode, twoFactorSetting.Secret) {
+					log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] passcode is invalid for user \"uid:%d\"", uid)
+
+					err = a.CheckAndIncreaseFailureCount(c, uid)
+
+					if err != nil {
+						log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] cannot auth for user \"uid:%d\", because %s", uid, err.Error())
+						return nil, errs.Or(err, errs.ErrFailureCountLimitReached)
+					}
+
+					return nil, errs.ErrPasscodeInvalid
+				}
+			}
+		}
+
+		userExternalAuth := &models.UserExternalAuth{
+			Uid:              user.Uid,
+			ExternalAuthType: tokenContext.ExternalAuthType,
+			ExternalUsername: tokenContext.ExternalUsername,
+			ExternalEmail:    tokenContext.ExternalEmail,
+		}
+
+		err = a.userExternalAuths.CreateUserExternalAuth(c, userExternalAuth)
+
+		if err != nil {
+			log.Errorf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] failed to create user external auth for user \"uid:%d\", because %s", user.Uid, err.Error())
+			return nil, errs.Or(err, errs.ErrOperationFailed)
+		}
+
+		log.Infof(c, "[authorizations.OAuth2CallbackAuthorizeHandler] user external auth has been created for user \"uid:%d\"", user.Uid)
+	} else if oldTokenClaims.Type == core.USER_TOKEN_TYPE_OAUTH2_CALLBACK {
+		_, err = a.userExternalAuths.GetUserExternalAuthByUid(c, uid, tokenContext.ExternalAuthType)
+
+		if err != nil {
+			log.Errorf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] failed to get user external auth for user \"uid:%d\", because %s", uid, err.Error())
+			return nil, errs.Or(err, errs.ErrUserExternalAuthNotFound)
+		}
+	} else {
+		return nil, errs.ErrSystemError
+	}
+
+	err = a.tokens.DeleteTokenByClaims(c, oldTokenClaims)
+
+	if err != nil {
+		log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] failed to revoke temporary token \"utid:%s\" for user \"uid:%d\", because %s", oldTokenClaims.UserTokenId, user.Uid, err.Error())
+	}
+
+	var token string
+	var claims *core.UserTokenClaims
+
+	if credential.Token != "" {
+		_, claims, _, err = a.tokens.ParseToken(c, credential.Token)
+
+		if err != nil {
+			log.Errorf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] failed to parse token, because %s", err.Error())
+			return nil, errs.ErrInvalidToken
+		}
+
+		if claims.Uid != user.Uid {
+			log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] oauth 2.0 user \"uid:%d\" does not match current user \"uid:%d\"", user.Uid, claims.Uid)
+			token = ""
+			claims = nil
+		} else {
+			token = credential.Token
+		}
+	}
+
+	if token == "" {
+		token, claims, err = a.tokens.CreateToken(c, user)
+
+		if err != nil {
+			log.Errorf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] failed to create token for user \"uid:%d\", because %s", user.Uid, err.Error())
+			return nil, errs.ErrTokenGenerating
+		}
+	}
+
+	c.SetTextualToken(token)
+	c.SetTokenClaims(claims)
+	c.SetTokenContext("")
+
+	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, user.Uid)
+	var applicationCloudSettingSlice *models.ApplicationCloudSettingSlice = nil
+
+	if err != nil {
+		log.Warnf(c, "[authorizations.OAuth2CallbackAuthorizeHandler] failed to get latest user application cloud settings for user \"uid:%d\", because %s", user.Uid, err.Error())
+	} else if userApplicationCloudSettings != nil && len(userApplicationCloudSettings.Settings) > 0 {
+		applicationCloudSettingSlice = &userApplicationCloudSettings.Settings
+	}
+
+	log.Infof(c, "[authorizations.OAuth2CallbackAuthorizeHandler] user \"uid:%d\" has logged in, token will be expired at %d", user.Uid, claims.ExpiresAt)
+
+	authResp := a.getAuthResponse(c, token, false, user, applicationCloudSettingSlice)
+	return authResp, nil
+}
+
+func (a *AuthorizationsApi) getAuthResponse(c *core.WebContext, token string, need2FA bool, user *models.User, applicationCloudSettings *models.ApplicationCloudSettingSlice) *models.AuthResponse {
 	return &models.AuthResponse{
-		Token:               token,
-		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

@@ -3,11 +3,16 @@ package api
 import (
 	"fmt"
 	"sort"
+	"time"
 
 	"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"
@@ -19,7 +24,7 @@ type ApiUsingConfig struct {
 
 // CurrentConfig returns the current config
 func (a *ApiUsingConfig) CurrentConfig() *settings.Config {
-	return a.container.Current
+	return a.container.GetCurrentConfig()
 }
 
 // GetTransactionPictureInfoResponse returns the view-object of transaction picture basic info according to the transaction picture model
@@ -49,15 +54,15 @@ func (a *ApiUsingConfig) GetAfterRegisterNotificationContent(userLanguage string
 		language = clientLanguage
 	}
 
-	if !a.container.Current.AfterRegisterNotification.Enabled {
+	if !a.CurrentConfig().AfterRegisterNotification.Enabled {
 		return ""
 	}
 
-	if multiLanguageContent, exists := a.container.Current.AfterRegisterNotification.MultiLanguageContent[language]; exists {
+	if multiLanguageContent, exists := a.CurrentConfig().AfterRegisterNotification.MultiLanguageContent[language]; exists {
 		return multiLanguageContent
 	}
 
-	return a.container.Current.AfterRegisterNotification.DefaultContent
+	return a.CurrentConfig().AfterRegisterNotification.DefaultContent
 }
 
 // GetAfterLoginNotificationContent returns the notification content displayed each time users log in
@@ -68,15 +73,15 @@ func (a *ApiUsingConfig) GetAfterLoginNotificationContent(userLanguage string, c
 		language = clientLanguage
 	}
 
-	if !a.container.Current.AfterLoginNotification.Enabled {
+	if !a.CurrentConfig().AfterLoginNotification.Enabled {
 		return ""
 	}
 
-	if multiLanguageContent, exists := a.container.Current.AfterLoginNotification.MultiLanguageContent[language]; exists {
+	if multiLanguageContent, exists := a.CurrentConfig().AfterLoginNotification.MultiLanguageContent[language]; exists {
 		return multiLanguageContent
 	}
 
-	return a.container.Current.AfterLoginNotification.DefaultContent
+	return a.CurrentConfig().AfterLoginNotification.DefaultContent
 }
 
 // GetAfterOpenNotificationContent returns the notification content displayed each time users open the app
@@ -87,19 +92,20 @@ func (a *ApiUsingConfig) GetAfterOpenNotificationContent(userLanguage string, cl
 		language = clientLanguage
 	}
 
-	if !a.container.Current.AfterOpenNotification.Enabled {
+	if !a.CurrentConfig().AfterOpenNotification.Enabled {
 		return ""
 	}
 
-	if multiLanguageContent, exists := a.container.Current.AfterOpenNotification.MultiLanguageContent[language]; exists {
+	if multiLanguageContent, exists := a.CurrentConfig().AfterOpenNotification.MultiLanguageContent[language]; exists {
 		return multiLanguageContent
 	}
 
-	return a.container.Current.AfterOpenNotification.DefaultContent
+	return a.CurrentConfig().AfterOpenNotification.DefaultContent
 }
 
 // ApiUsingDuplicateChecker represents an api that need to use duplicate checker
 type ApiUsingDuplicateChecker struct {
+	ApiUsingConfig
 	container *duplicatechecker.DuplicateCheckerContainer
 }
 
@@ -108,9 +114,89 @@ 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)
+// SetSubmissionRemarkWithCustomExpiration saves the identification and remark by the current duplicate checker with custom expiration time
+func (a *ApiUsingDuplicateChecker) SetSubmissionRemarkWithCustomExpiration(checkerType duplicatechecker.DuplicateCheckerType, uid int64, identification string, remark string, expiration time.Duration) {
+	a.container.SetSubmissionRemarkWithCustomExpiration(checkerType, uid, identification, remark, expiration)
+}
+
+// SetSubmissionRemarkIfEnable saves the identification and remark by the current duplicate checker if the duplicate submission check is enabled
+func (a *ApiUsingDuplicateChecker) SetSubmissionRemarkIfEnable(checkerType duplicatechecker.DuplicateCheckerType, uid int64, identification string, remark string) {
+	if a.CurrentConfig().EnableDuplicateSubmissionsCheck {
+		a.container.SetSubmissionRemark(checkerType, uid, identification, remark)
+	}
+}
+
+// RemoveSubmissionRemark removes the identification and remark by the current duplicate checker
+func (a *ApiUsingDuplicateChecker) RemoveSubmissionRemark(checkerType duplicatechecker.DuplicateCheckerType, uid int64, identification string) {
+	a.container.RemoveSubmissionRemark(checkerType, uid, identification)
+}
+
+// RemoveSubmissionRemarkIfEnable removes the identification and remark by the current duplicate checker if the duplicate submission check is enabled
+func (a *ApiUsingDuplicateChecker) RemoveSubmissionRemarkIfEnable(checkerType duplicatechecker.DuplicateCheckerType, uid int64, identification string) {
+	if a.CurrentConfig().EnableDuplicateSubmissionsCheck {
+		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

@@ -2,6 +2,7 @@ package api
 
 import (
 	"fmt"
+	"math"
 	"strings"
 	"time"
 
@@ -15,19 +16,23 @@ import (
 	"github.com/mayswind/ezbookkeeping/pkg/utils"
 )
 
+const pageCountForClearTransactions = 1000
 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
+	tagGroups               *services.TransactionTagGroupService
+	pictures                *services.TransactionPictureService
+	templates               *services.TransactionTemplateService
+	userCustomExchangeRates *services.UserCustomExchangeRatesService
+	insightsExploreres      *services.InsightsExplorerService
 }
 
 // Initialize a data management api singleton instance
@@ -36,14 +41,17 @@ 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,
+		tagGroups:               services.TransactionTagGroups,
+		pictures:                services.TransactionPictures,
+		templates:               services.TransactionTemplates,
+		userCustomExchangeRates: services.UserCustomExchangeRates,
+		insightsExploreres:      services.InsightsExplorers,
 	}
 )
 
@@ -95,6 +103,13 @@ func (a *DataManagementsApi) DataStatisticsHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrOperationFailed
 	}
 
+	totalInsightsExplorerCount, err := a.insightsExploreres.GetTotalInsightsExplorersCountByUid(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[data_managements.DataStatisticsHandler] failed to get total insights explorer count for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.ErrOperationFailed
+	}
+
 	totalTransactionTemplateCount, err := a.templates.GetTotalNormalTemplateCountByUid(c, uid)
 
 	if err != nil {
@@ -115,6 +130,7 @@ func (a *DataManagementsApi) DataStatisticsHandler(c *core.WebContext) (any, *er
 		TotalTransactionTagCount:       totalTransactionTagCount,
 		TotalTransactionCount:          totalTransactionCount,
 		TotalTransactionPictureCount:   totalTransactionPictureCount,
+		TotalInsightsExplorerCount:     totalInsightsExplorerCount,
 		TotalTransactionTemplateCount:  totalTransactionTemplateCount,
 		TotalScheduledTransactionCount: totalScheduledTransactionCount,
 	}
@@ -122,13 +138,13 @@ func (a *DataManagementsApi) DataStatisticsHandler(c *core.WebContext) (any, *er
 	return dataStatisticsResp, nil
 }
 
-// ClearDataHandler deletes all user data
-func (a *DataManagementsApi) ClearDataHandler(c *core.WebContext) (any, *errs.Error) {
+// ClearAllDataHandler deletes all user data
+func (a *DataManagementsApi) ClearAllDataHandler(c *core.WebContext) (any, *errs.Error) {
 	var clearDataReq models.ClearDataRequest
 	err := c.ShouldBindJSON(&clearDataReq)
 
 	if err != nil {
-		log.Warnf(c, "[data_managements.ClearDataHandler] parse request failed, because %s", err.Error())
+		log.Warnf(c, "[data_managements.ClearAllDataHandler] parse request failed, because %s", err.Error())
 		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
@@ -137,7 +153,7 @@ func (a *DataManagementsApi) ClearDataHandler(c *core.WebContext) (any, *errs.Er
 
 	if err != nil {
 		if !errs.IsCustomError(err) {
-			log.Warnf(c, "[data_managements.ClearDataHandler] failed to get user for user \"uid:%d\", because %s", uid, err.Error())
+			log.Warnf(c, "[data_managements.ClearAllDataHandler] failed to get user for user \"uid:%d\", because %s", uid, err.Error())
 		}
 
 		return nil, errs.ErrUserNotFound
@@ -147,35 +163,155 @@ 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 {
-		log.Errorf(c, "[data_managements.ClearDataHandler] failed to delete all transaction templates, because %s", err.Error())
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all transaction templates, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	err = a.transactions.DeleteAllTransactions(c, uid)
+	err = a.transactions.DeleteAllTransactions(c, uid, true)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ClearDataHandler] failed to delete all transactions, because %s", err.Error())
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all transactions, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
 	err = a.categories.DeleteAllCategories(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ClearDataHandler] failed to delete all transaction categories, because %s", err.Error())
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all transaction categories, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
 	err = a.tags.DeleteAllTags(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ClearDataHandler] failed to delete all transaction tags, because %s", err.Error())
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all transaction tags, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	log.Infof(c, "[data_managements.ClearDataHandler] user \"uid:%d\" has cleared all data", uid)
+	err = a.tagGroups.DeleteAllTagGroups(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all transaction tag groups, because %s", err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	err = a.userCustomExchangeRates.DeleteAllCustomExchangeRates(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all user custom exchange rates, because %s", err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	err = a.insightsExploreres.DeleteAllInsightsExplorers(c, uid)
+
+	if err != nil {
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all insights explorers, because %s", err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[data_managements.ClearAllDataHandler] user \"uid:%d\" has cleared all data", uid)
+	return true, nil
+}
+
+// ClearAllTransactionsHandler deletes all transactions
+func (a *DataManagementsApi) ClearAllTransactionsHandler(c *core.WebContext) (any, *errs.Error) {
+	var clearDataReq models.ClearDataRequest
+	err := c.ShouldBindJSON(&clearDataReq)
+
+	if err != nil {
+		log.Warnf(c, "[data_managements.ClearAllTransactionsHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		if !errs.IsCustomError(err) {
+			log.Warnf(c, "[data_managements.ClearAllTransactionsHandler] failed to get user for user \"uid:%d\", because %s", uid, err.Error())
+		}
+
+		return nil, errs.ErrUserNotFound
+	}
+
+	if !a.users.IsPasswordEqualsUserPassword(clearDataReq.Password, user) {
+		return nil, errs.ErrUserPasswordWrong
+	}
+
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_CLEAR_ALL_DATA) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	err = a.transactions.DeleteAllTransactions(c, uid, false)
+
+	if err != nil {
+		log.Errorf(c, "[data_managements.ClearAllTransactionsHandler] failed to delete all transactions, because %s", err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[data_managements.ClearAllTransactionsHandler] user \"uid:%d\" has cleared all transactions", uid)
+	return true, nil
+}
+
+// ClearAllTransactionsByAccountHandler deletes all transactions of specified account
+func (a *DataManagementsApi) ClearAllTransactionsByAccountHandler(c *core.WebContext) (any, *errs.Error) {
+	var clearDataReq models.ClearAccountTransactionsRequest
+	err := c.ShouldBindJSON(&clearDataReq)
+
+	if err != nil {
+		log.Warnf(c, "[data_managements.ClearAllTransactionsByAccountHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		if !errs.IsCustomError(err) {
+			log.Warnf(c, "[data_managements.ClearAllTransactionsByAccountHandler] failed to get user for user \"uid:%d\", because %s", uid, err.Error())
+		}
+
+		return nil, errs.ErrUserNotFound
+	}
+
+	if !a.users.IsPasswordEqualsUserPassword(clearDataReq.Password, user) {
+		return nil, errs.ErrUserPasswordWrong
+	}
+
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_CLEAR_ALL_DATA) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	account, err := a.accounts.GetAccountByAccountId(c, uid, clearDataReq.AccountId)
+
+	if err != nil {
+		log.Errorf(c, "[data_managements.ClearAllTransactionsByAccountHandler] failed to get account \"id:%d\" for user \"uid:%d\", because %s", uid, clearDataReq.AccountId, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	if account.Hidden {
+		return nil, errs.ErrCannotDeleteTransactionInHiddenAccount
+	}
+
+	if account.Type == models.ACCOUNT_TYPE_MULTI_SUB_ACCOUNTS {
+		return nil, errs.ErrCannotDeleteTransactionInParentAccount
+	}
+
+	err = a.transactions.DeleteAllTransactionsOfAccount(c, uid, account.AccountId, pageCountForClearTransactions)
+
+	if err != nil {
+		log.Errorf(c, "[data_managements.ClearAllTransactionsByAccountHandler] failed to delete all transactions in account \"id:%d\", because %s", account.AccountId, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	log.Infof(c, "[data_managements.ClearAllTransactionsByAccountHandler] user \"uid:%d\" has cleared all transactions in account \"id:%d\"", uid, account.AccountId)
 	return true, nil
 }
 
@@ -184,13 +320,19 @@ func (a *DataManagementsApi) getExportedFileContent(c *core.WebContext, fileType
 		return nil, "", errs.ErrDataExportNotAllowed
 	}
 
-	timezone := time.Local
-	utcOffset, err := c.GetClientTimezoneOffset()
+	var exportTransactionDataReq models.ExportTransactionDataRequest
+	err := c.ShouldBindQuery(&exportTransactionDataReq)
 
 	if err != nil {
-		log.Warnf(c, "[data_managements.ExportDataHandler] cannot get client timezone offset, because %s", err.Error())
-	} else {
-		timezone = time.FixedZone("Client Timezone", int(utcOffset)*60)
+		log.Warnf(c, "[data_managements.getExportedFileContent] parse request failed, because %s", err.Error())
+		return nil, "", errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	clientTimezone, err := c.GetClientTimezone()
+
+	if err != nil {
+		log.Warnf(c, "[data_managements.getExportedFileContent] cannot get client timezone, because %s", err.Error())
+		clientTimezone = time.Local
 	}
 
 	uid := c.GetCurrentUid()
@@ -198,37 +340,41 @@ func (a *DataManagementsApi) getExportedFileContent(c *core.WebContext, fileType
 
 	if err != nil {
 		if !errs.IsCustomError(err) {
-			log.Warnf(c, "[data_managements.ExportDataHandler] failed to get user for user \"uid:%d\", because %s", uid, err.Error())
+			log.Warnf(c, "[data_managements.getExportedFileContent] failed to get user for user \"uid:%d\", because %s", uid, err.Error())
 		}
 
 		return nil, "", errs.ErrUserNotFound
 	}
 
+	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 {
-		log.Errorf(c, "[data_managements.ExportDataHandler] failed to get all accounts for user \"uid:%d\", because %s", uid, err.Error())
+		log.Errorf(c, "[data_managements.getExportedFileContent] failed to get all accounts for user \"uid:%d\", because %s", uid, err.Error())
 		return nil, "", errs.ErrOperationFailed
 	}
 
 	categories, err := a.categories.GetAllCategoriesByUid(c, uid, 0, -1)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ExportDataHandler] failed to get categories for user \"uid:%d\", because %s", uid, err.Error())
+		log.Errorf(c, "[data_managements.getExportedFileContent] failed to get categories for user \"uid:%d\", because %s", uid, err.Error())
 		return nil, "", errs.ErrOperationFailed
 	}
 
 	tags, err := a.tags.GetAllTagsByUid(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ExportDataHandler] failed to get tags for user \"uid:%d\", because %s", uid, err.Error())
+		log.Errorf(c, "[data_managements.getExportedFileContent] failed to get tags for user \"uid:%d\", because %s", uid, err.Error())
 		return nil, "", errs.ErrOperationFailed
 	}
 
 	tagIndexes, err := a.tags.GetAllTagIdsMapOfAllTransactions(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ExportDataHandler] failed to get tag index for user \"uid:%d\", because %s", uid, err.Error())
+		log.Errorf(c, "[data_managements.getExportedFileContent] failed to get tag index for user \"uid:%d\", because %s", uid, err.Error())
 		return nil, "", errs.ErrOperationFailed
 	}
 
@@ -236,10 +382,47 @@ 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.Errorf(c, "[data_managements.ExportDataHandler] failed to all transactions user \"uid:%d\", because %s", uid, err.Error())
+		log.Warnf(c, "[data_managements.getExportedFileContent] get account error, because %s", err.Error())
+		return nil, "", errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	allCategoryIds, err := a.categories.GetCategoryOrSubCategoryIds(c, exportTransactionDataReq.CategoryIds, uid)
+
+	if err != nil {
+		log.Warnf(c, "[data_managements.getExportedFileContent] get transaction category error, because %s", err.Error())
+		return nil, "", errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	noTags := exportTransactionDataReq.TagFilter == models.TransactionNoTagFilterValue
+	var tagFilters []*models.TransactionTagFilter
+
+	if !noTags {
+		tagFilters, err = models.ParseTransactionTagFilter(exportTransactionDataReq.TagFilter)
+
+		if err != nil {
+			log.Warnf(c, "[data_managements.getExportedFileContent] parse transaction tag filters error, because %s", err.Error())
+			return nil, "", errs.Or(err, errs.ErrOperationFailed)
+		}
+	}
+
+	maxTransactionTime := int64(math.MaxInt64)
+	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, tagFilters, noTags, exportTransactionDataReq.AmountFilter, exportTransactionDataReq.Keyword, pageCountForDataExport, true)
+
+	if err != nil {
+		log.Errorf(c, "[data_managements.getExportedFileContent] failed to all transactions user \"uid:%d\", because %s", uid, err.Error())
 		return nil, "", errs.ErrOperationFailed
 	}
 
@@ -252,17 +435,17 @@ func (a *DataManagementsApi) getExportedFileContent(c *core.WebContext, fileType
 	result, err := dataExporter.ToExportedContent(c, uid, allTransactions, accountMap, categoryMap, tagMap, tagIndexes)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ExportDataHandler] failed to get csv format exported data for \"uid:%d\", because %s", uid, err.Error())
+		log.Errorf(c, "[data_managements.getExportedFileContent] failed to get exported data for \"uid:%d\", because %s", uid, err.Error())
 		return nil, "", errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	fileName := a.getFileName(user, timezone, fileType)
+	fileName := a.getFileName(user, clientTimezone, fileType)
 
 	return result, fileName, nil
 }
 
-func (a *DataManagementsApi) getFileName(user *models.User, timezone *time.Location, fileExtension string) string {
-	currentTime := utils.FormatUnixTimeToLongDateTimeWithoutSecond(time.Now().Unix(), timezone)
+func (a *DataManagementsApi) getFileName(user *models.User, clientTimezone *time.Location, fileExtension string) string {
+	currentTime := utils.FormatUnixTimeToLongDateTimeWithoutSecond(time.Now().Unix(), clientTimezone)
 	currentTime = strings.Replace(currentTime, "-", "_", -1)
 	currentTime = strings.Replace(currentTime, " ", "_", -1)
 	currentTime = strings.Replace(currentTime, ":", "_", -1)

pkg/api/exchange_rates.go

@@ -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
@@ -28,95 +23,84 @@ var (
 		ApiUsingConfig: ApiUsingConfig{
 			container: settings.Container,
 		},
+		users:                   services.Users,
+		userCustomExchangeRates: services.UserCustomExchangeRates,
 	}
 )
 
 // LatestExchangeRateHandler returns latest exchange rate data
 func (a *ExchangeRatesApi) LatestExchangeRateHandler(c *core.WebContext) (any, *errs.Error) {
-	dataSource := exchangerates.Container.Current
+	exchangeRateResponse, err := exchangerates.Container.GetLatestExchangeRates(c, c.GetCurrentUid(), a.CurrentConfig())
 
-	if dataSource == nil {
-		return nil, errs.ErrInvalidExchangeRatesDataSource
+	if err != nil {
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	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)
 
-	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 {
+		log.Errorf(c, "[exchange_rates.UserCustomExchangeRateUpdateHandler] failed to get user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	client := &http.Client{
-		Transport: transport,
-		Timeout:   time.Duration(a.CurrentConfig().ExchangeRatesRequestTimeout) * time.Millisecond,
+	if customExchangeRateUpdateReq.Currency == user.DefaultCurrency {
+		return nil, errs.ErrCannotUpdateExchangeRateForDefaultCurrency
 	}
 
-	urls := dataSource.GetRequestUrls()
-	exchangeRateResps := make([]*models.LatestExchangeRateResponse, 0, len(urls))
+	newCustomExchangeRate, defaultCurrencyExchangeRate, err := a.userCustomExchangeRates.UpdateCustomExchangeRate(c, uid, customExchangeRateUpdateReq.Currency, customExchangeRateUpdateReq.Rate, user.DefaultCurrency)
 
-	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)
+	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)
 	}
 
-	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
+	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/explorers.go

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

pkg/api/forget_passwords.go

@@ -4,6 +4,7 @@ import (
 	"time"
 
 	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/duplicatechecker"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 	"github.com/mayswind/ezbookkeeping/pkg/log"
 	"github.com/mayswind/ezbookkeeping/pkg/models"
@@ -14,6 +15,7 @@ import (
 // ForgetPasswordsApi represents user forget password api
 type ForgetPasswordsApi struct {
 	ApiUsingConfig
+	ApiUsingDuplicateChecker
 	users           *services.UserService
 	tokens          *services.TokenService
 	forgetPasswords *services.ForgetPasswordService
@@ -25,6 +27,12 @@ var (
 		ApiUsingConfig: ApiUsingConfig{
 			container: settings.Container,
 		},
+		ApiUsingDuplicateChecker: ApiUsingDuplicateChecker{
+			ApiUsingConfig: ApiUsingConfig{
+				container: settings.Container,
+			},
+			container: duplicatechecker.Container,
+		},
 		users:           services.Users,
 		tokens:          services.Tokens,
 		forgetPasswords: services.ForgetPasswords,
@@ -41,6 +49,13 @@ func (a *ForgetPasswordsApi) UserForgetPasswordRequestHandler(c *core.WebContext
 		return nil, errs.ErrEmailIsEmptyOrInvalid
 	}
 
+	err = a.CheckFailureCount(c, 0)
+
+	if err != nil {
+		log.Warnf(c, "[forget_passwords.UserForgetPasswordRequestHandler] cannot send forget password mail to \"%s\", because %s", request.Email, err.Error())
+		return nil, errs.Or(err, errs.ErrFailureCountLimitReached)
+	}
+
 	user, err := a.users.GetUserByEmail(c, request.Email)
 
 	if err != nil {
@@ -48,6 +63,13 @@ func (a *ForgetPasswordsApi) UserForgetPasswordRequestHandler(c *core.WebContext
 			log.Errorf(c, "[forget_passwords.UserForgetPasswordRequestHandler] failed to get user, because %s", err.Error())
 		}
 
+		failureCheckErr := a.CheckAndIncreaseFailureCount(c, 0)
+
+		if failureCheckErr != nil {
+			log.Warnf(c, "[forget_passwords.UserForgetPasswordRequestHandler] cannot send forget password mail to \"%s\", because %s", request.Email, failureCheckErr.Error())
+			return nil, errs.Or(failureCheckErr, errs.ErrFailureCountLimitReached)
+		}
+
 		return nil, errs.ErrUserNotFound
 	}
 
@@ -56,6 +78,10 @@ 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 +135,10 @@ 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
@@ -116,7 +146,7 @@ func (a *ForgetPasswordsApi) UserResetPasswordHandler(c *core.WebContext) (any,
 
 	if user.Email != request.Email {
 		log.Warnf(c, "[forget_passwords.UserResetPasswordHandler] request email not equals the user email")
-		return nil, errs.ErrEmptyIsInvalid
+		return nil, errs.ErrEmailIsInvalid
 	}
 
 	if a.users.IsPasswordEqualsUserPassword(request.Password, user) {

pkg/api/healths.go

@@ -3,7 +3,6 @@ package api
 import (
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
-	"github.com/mayswind/ezbookkeeping/pkg/settings"
 )
 
 // HealthsApi represents health api
@@ -18,8 +17,8 @@ var (
 func (a *HealthsApi) HealthStatusHandler(c *core.WebContext) (any, *errs.Error) {
 	result := make(map[string]string)
 
-	result["version"] = settings.Version
-	result["commit"] = settings.CommitHash
+	result["version"] = core.Version
+	result["commit"] = core.CommitHash
 	result["status"] = "ok"
 
 	return result, nil

pkg/api/large_language_models.go

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

pkg/api/map_image_proxies.go

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

pkg/api/model_context_protocols.go

@@ -0,0 +1,265 @@
+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/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 = core.ApplicationName + "-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:   core.ApplicationName,
+			Version: core.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 core.O{}, 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/oauth2_authentications.go

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

pkg/api/server_settings.go

@@ -0,0 +1,227 @@
+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, "a", config.EnableInternalAuth)
+	a.appendBooleanSetting(builder, "o", config.EnableOAuth2Login)
+	a.appendBooleanSetting(builder, "r", config.EnableInternalAuth && config.EnableUserRegister)
+	a.appendBooleanSetting(builder, "f", config.EnableInternalAuth && config.EnableUserForgetPassword)
+	a.appendBooleanSetting(builder, "t", config.EnableAPIToken)
+	a.appendBooleanSetting(builder, "v", config.EnableUserVerifyEmail)
+	a.appendBooleanSetting(builder, "p", config.EnableTransactionPictures)
+	a.appendBooleanSetting(builder, "s", config.EnableScheduledTransaction)
+	a.appendBooleanSetting(builder, "e", config.EnableDataExport)
+	a.appendBooleanSetting(builder, "i", config.EnableDataImport)
+
+	a.appendStringSetting(builder, "op", config.OAuth2Provider)
+
+	if config.OAuth2Provider == settings.OAuth2ProviderOIDC && config.OAuth2OIDCCustomDisplayNameConfig.Enabled {
+		a.appendMultiLanguageTipSetting(builder, "ocn", config.OAuth2OIDCCustomDisplayNameConfig)
+	}
+
+	if config.EnableMCPServer {
+		a.appendBooleanSetting(builder, "mcp", config.EnableMCPServer)
+	}
+
+	if config.ReceiptImageRecognitionLLMConfig != nil && config.ReceiptImageRecognitionLLMConfig.LLMProvider != "" {
+		if config.TransactionFromAIImageRecognition {
+			a.appendBooleanSetting(builder, "llmt", config.TransactionFromAIImageRecognition)
+		}
+	}
+
+	if config.LoginPageTips.Enabled {
+		a.appendMultiLanguageTipSetting(builder, "lpt", config.LoginPageTips)
+	}
+
+	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.MultiLanguageContentConfig) {
+	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 +1,28 @@
+package api
+
+import (
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+)
+
+// 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"] = core.Version
+	result["commitHash"] = core.CommitHash
+
+	if core.BuildTime != "" {
+		result["buildTime"] = core.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 +69,12 @@ func (a *TokensApi) TokenListHandler(c *core.WebContext) (any, *errs.Error) {
 			tokenResp.IsCurrent = true
 		}
 
+		if token.TokenType == core.USER_TOKEN_TYPE_API && token.UserAgent != core.TokenUserAgentCreatedViaCli {
+			tokenResp.UserAgent = core.TokenUserAgentForAPI
+		} else if token.TokenType == core.USER_TOKEN_TYPE_MCP && token.UserAgent != core.TokenUserAgentCreatedViaCli {
+			tokenResp.UserAgent = core.TokenUserAgentForMCP
+		}
+
 		tokenResps[i] = tokenResp
 	}
 
@@ -75,9 +83,109 @@ func (a *TokensApi) TokenListHandler(c *core.WebContext) (any, *errs.Error) {
 	return tokenResps, nil
 }
 
+// TokenGenerateAPIHandler generates a new API token for current user
+func (a *TokensApi) TokenGenerateAPIHandler(c *core.WebContext) (any, *errs.Error) {
+	if !a.CurrentConfig().EnableAPIToken {
+		return nil, errs.ErrAPITokenNotEnabled
+	}
+
+	var generateAPITokenReq models.TokenGenerateAPIRequest
+	err := c.ShouldBindJSON(&generateAPITokenReq)
+
+	if err != nil {
+		log.Warnf(c, "[tokens.TokenGenerateAPIHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[tokens.TokenGenerateAPIHandler] failed to get user \"uid:%d\" info, because %s", uid, err.Error())
+		return nil, errs.ErrUserNotFound
+	}
+
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_GENERATE_API_TOKEN) {
+		return false, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	if !a.users.IsPasswordEqualsUserPassword(generateAPITokenReq.Password, user) {
+		return nil, errs.ErrUserPasswordWrong
+	}
+
+	token, claims, err := a.tokens.CreateAPIToken(c, user, generateAPITokenReq.ExpiredInSeconds)
+
+	if err != nil {
+		log.Errorf(c, "[tokens.TokenGenerateAPIHandler] failed to create api token for user \"uid:%d\", because %s", user.Uid, err.Error())
+		return nil, errs.Or(err, errs.ErrTokenGenerating)
+	}
+
+	log.Infof(c, "[tokens.TokenGenerateAPIHandler] user \"uid:%d\" has generated api token, new token will be expired at %d", user.Uid, claims.ExpiresAt)
+
+	generateAPITokenResp := &models.TokenGenerateAPIResponse{
+		Token:      token,
+		APIBaseUrl: a.CurrentConfig().RootUrl + "api",
+	}
+
+	return generateAPITokenResp, nil
+}
+
+// TokenGenerateMCPHandler generates a new MCP token for current user
+func (a *TokensApi) TokenGenerateMCPHandler(c *core.WebContext) (any, *errs.Error) {
+	if !a.CurrentConfig().EnableMCPServer {
+		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, generateMCPTokenReq.ExpiredInSeconds)
+
+	if err != nil {
+		log.Errorf(c, "[tokens.TokenGenerateMCPHandler] failed to create mcp token for user \"uid:%d\", because %s", user.Uid, err.Error())
+		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)
+	tokenString := c.GetTokenStringFromHeader()
+
+	if tokenString == "" {
+		return false, errs.ErrTokenIsEmpty
+	}
+
+	_, claims, _, err := a.tokens.ParseToken(c, tokenString)
 
 	if err != nil {
 		return nil, errs.Or(err, errs.NewIncompleteOrIncorrectSubmissionError(err))
@@ -100,11 +208,11 @@ 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 +230,7 @@ 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 +239,34 @@ 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 +294,32 @@ 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 +329,7 @@ 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 +337,7 @@ 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 +355,23 @@ 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 +380,7 @@ 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)
 	}
 
@@ -241,14 +393,25 @@ func (a *TokensApi) TokenRefreshHandler(c *core.WebContext) (any, *errs.Error) {
 
 	c.SetTextualToken(token)
 	c.SetTokenClaims(claims)
+	c.SetTokenContext("")
 
-	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
@@ -211,6 +214,7 @@ func (a *TransactionCategoriesApi) CategoryModifyHandler(c *core.WebContext) (an
 		Uid:              uid,
 		ParentCategoryId: categoryModifyReq.ParentId,
 		Name:             categoryModifyReq.Name,
+		DisplayOrder:     category.DisplayOrder,
 		Icon:             categoryModifyReq.Icon,
 		Color:            categoryModifyReq.Color,
 		Comment:          categoryModifyReq.Comment,
@@ -226,11 +230,11 @@ 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)
 	}
 
@@ -253,9 +257,18 @@ 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)
 		}
+
+		maxOrderId, err := a.categories.GetMaxSubCategoryDisplayOrder(c, uid, category.Type, newCategory.ParentCategoryId)
+
+		if err != nil {
+			log.Errorf(c, "[transaction_categories.CategoryModifyHandler] failed to get max display order for user \"uid:%d\", because %s", uid, err.Error())
+			return nil, errs.Or(err, errs.ErrOperationFailed)
+		}
+
+		newCategory.DisplayOrder = maxOrderId + 1
 	}
 
 	err = a.categories.ModifyCategory(c, newCategory)
@@ -268,7 +281,6 @@ func (a *TransactionCategoriesApi) CategoryModifyHandler(c *core.WebContext) (an
 	log.Infof(c, "[transaction_categories.CategoryModifyHandler] user \"uid:%d\" has updated category \"id:%d\" successfully", uid, categoryModifyReq.Id)
 
 	newCategory.Type = category.Type
-	newCategory.DisplayOrder = category.DisplayOrder
 	categoryResp := newCategory.ToTransactionCategoryInfoResponse()
 
 	return categoryResp, nil
@@ -430,7 +442,7 @@ 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 +458,7 @@ 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_tag_groups.go

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

pkg/api/transaction_tags.go

@@ -12,13 +12,15 @@ import (
 
 // TransactionTagsApi represents transaction tag api
 type TransactionTagsApi struct {
-	tags *services.TransactionTagService
+	tags      *services.TransactionTagService
+	tagGroups *services.TransactionTagGroupService
 }
 
 // Initialize a transaction tag api singleton instance
 var (
 	TransactionTags = &TransactionTagsApi{
-		tags: services.TransactionTags,
+		tags:      services.TransactionTags,
+		tagGroups: services.TransactionTagGroups,
 	}
 )
 
@@ -78,7 +80,21 @@ func (a *TransactionTagsApi) TagCreateHandler(c *core.WebContext) (any, *errs.Er
 
 	uid := c.GetCurrentUid()
 
-	maxOrderId, err := a.tags.GetMaxDisplayOrder(c, uid)
+	if tagCreateReq.GroupId > 0 {
+		tagGroup, err := a.tagGroups.GetTagGroupByTagGroupId(c, uid, tagCreateReq.GroupId)
+
+		if err != nil {
+			log.Errorf(c, "[transaction_tags.TagCreateHandler] failed to get tag group \"id:%d\" for user \"uid:%d\", because %s", tagCreateReq.GroupId, uid, err.Error())
+			return nil, errs.Or(err, errs.ErrOperationFailed)
+		}
+
+		if tagGroup == nil {
+			log.Warnf(c, "[transaction_tags.TagCreateHandler] the tag group \"id:%d\" does not exist for user \"uid:%d\"", tagCreateReq.GroupId, uid)
+			return nil, errs.ErrTransactionTagGroupNotFound
+		}
+	}
+
+	maxOrderId, err := a.tags.GetMaxDisplayOrder(c, uid, tagCreateReq.GroupId)
 
 	if err != nil {
 		log.Errorf(c, "[transaction_tags.TagCreateHandler] failed to get max display order for user \"uid:%d\", because %s", uid, err.Error())
@@ -101,6 +117,68 @@ 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)
+	}
+
+	for i := 0; i < len(tagCreateBatchReq.Tags); i++ {
+		if tagCreateBatchReq.Tags[i].GroupId != tagCreateBatchReq.GroupId {
+			log.Warnf(c, "[transaction_tags.TagCreateBatchHandler] the group id \"%d\" of tag#%d is inconsistent with the batch group id \"%d\"", tagCreateBatchReq.Tags[i].GroupId, i, tagCreateBatchReq.GroupId)
+			return nil, errs.ErrTransactionTagGroupIdInvalid
+		}
+	}
+
+	uid := c.GetCurrentUid()
+
+	if tagCreateBatchReq.GroupId > 0 {
+		tagGroup, err := a.tagGroups.GetTagGroupByTagGroupId(c, uid, tagCreateBatchReq.GroupId)
+
+		if err != nil {
+			log.Errorf(c, "[transaction_tags.TagCreateBatchHandler] failed to get tag group \"id:%d\" for user \"uid:%d\", because %s", tagCreateBatchReq.GroupId, uid, err.Error())
+			return nil, errs.Or(err, errs.ErrOperationFailed)
+		}
+
+		if tagGroup == nil {
+			log.Warnf(c, "[transaction_tags.TagCreateBatchHandler] the tag group \"id:%d\" does not exist for user \"uid:%d\"", tagCreateBatchReq.GroupId, uid)
+			return nil, errs.ErrTransactionTagGroupNotFound
+		}
+	}
+
+	maxOrderId, err := a.tags.GetMaxDisplayOrder(c, uid, tagCreateBatchReq.GroupId)
+
+	if err != nil {
+		log.Errorf(c, "[transaction_tags.TagCreateBatchHandler] failed to get max display order for user \"uid:%d\", because %s", uid, err.Error())
+		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
@@ -119,17 +197,46 @@ func (a *TransactionTagsApi) TagModifyHandler(c *core.WebContext) (any, *errs.Er
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	newTag := &models.TransactionTag{
-		TagId: tag.TagId,
-		Uid:   uid,
-		Name:  tagModifyReq.Name,
+	if tagModifyReq.GroupId != tag.TagGroupId && tagModifyReq.GroupId > 0 {
+		tagGroup, err := a.tagGroups.GetTagGroupByTagGroupId(c, uid, tagModifyReq.GroupId)
+
+		if err != nil {
+			log.Errorf(c, "[transaction_tags.TagModifyHandler] failed to get tag group \"id:%d\" for user \"uid:%d\", because %s", tagModifyReq.GroupId, uid, err.Error())
+			return nil, errs.Or(err, errs.ErrOperationFailed)
+		}
+
+		if tagGroup == nil {
+			log.Warnf(c, "[transaction_tags.TagModifyHandler] the tag group \"id:%d\" does not exist for user \"uid:%d\"", tagModifyReq.GroupId, uid)
+			return nil, errs.ErrTransactionTagGroupNotFound
+		}
 	}
 
-	if newTag.Name == tag.Name {
+	newTag := &models.TransactionTag{
+		TagId:        tag.TagId,
+		Uid:          uid,
+		Name:         tagModifyReq.Name,
+		TagGroupId:   tagModifyReq.GroupId,
+		DisplayOrder: tag.DisplayOrder,
+	}
+
+	tagNameChanged := newTag.Name != tag.Name
+
+	if !tagNameChanged && newTag.TagGroupId == tag.TagGroupId {
 		return nil, errs.ErrNothingWillBeUpdated
 	}
 
-	err = a.tags.ModifyTag(c, newTag)
+	if newTag.TagGroupId != tag.TagGroupId {
+		maxOrderId, err := a.tags.GetMaxDisplayOrder(c, uid, newTag.TagGroupId)
+
+		if err != nil {
+			log.Errorf(c, "[transaction_tags.TagModifyHandler] failed to get max display order for user \"uid:%d\", because %s", uid, err.Error())
+			return nil, errs.Or(err, errs.ErrOperationFailed)
+		}
+
+		newTag.DisplayOrder = maxOrderId + 1
+	}
+
+	err = a.tags.ModifyTag(c, newTag, tagNameChanged)
 
 	if err != nil {
 		log.Errorf(c, "[transaction_tags.TagModifyHandler] failed to update tag \"id:%d\" for user \"uid:%d\", because %s", tagModifyReq.Id, uid, err.Error())
@@ -139,6 +246,8 @@ func (a *TransactionTagsApi) TagModifyHandler(c *core.WebContext) (any, *errs.Er
 	log.Infof(c, "[transaction_tags.TagModifyHandler] user \"uid:%d\" has updated tag \"id:%d\" successfully", uid, tagModifyReq.Id)
 
 	tag.Name = newTag.Name
+	tag.TagGroupId = newTag.TagGroupId
+	tag.DisplayOrder = newTag.DisplayOrder
 	tagResp := tag.ToTransactionTagInfoResponse()
 
 	return tagResp, nil
@@ -227,6 +336,20 @@ func (a *TransactionTagsApi) createNewTagModel(uid int64, tagCreateReq *models.T
 	return &models.TransactionTag{
 		Uid:          uid,
 		Name:         tagCreateReq.Name,
+		TagGroupId:   tagCreateReq.GroupId,
 		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))
+		tag.TagGroupId = tagCreateBatchReq.GroupId
+		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/twofactor_authorizations.go

@@ -81,7 +81,11 @@ func (a *TwoFactorAuthorizationsApi) TwoFactorEnableRequestHandler(c *core.WebCo
 		return nil, errs.ErrUserNotFound
 	}
 
-	key, err := a.twoFactorAuthorizations.GenerateTwoFactorSecret(c, user)
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_ENABLE_2FA) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	key, err := a.twoFactorAuthorizations.GenerateTwoFactorSecret(c, user, c.GetClientLocale())
 
 	if err != nil {
 		log.Errorf(c, "[twofactor_authorizations.TwoFactorEnableRequestHandler] failed to generate two-factor secret, because %s", err.Error())
@@ -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,
@@ -197,6 +205,7 @@ func (a *TwoFactorAuthorizationsApi) TwoFactorEnableConfirmHandler(c *core.WebCo
 
 	c.SetTextualToken(token)
 	c.SetTokenClaims(claims)
+	c.SetTokenContext("")
 
 	log.Infof(c, "[twofactor_authorizations.TwoFactorEnableConfirmHandler] user \"uid:%d\" token refreshed, new token will be expired at %d", user.Uid, claims.ExpiresAt)
 
@@ -229,6 +238,10 @@ 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 +1,235 @@
+package api
+
+import (
+	"encoding/json"
+	"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/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
+	}
+
+	var userApplicationCloudSettings *models.UserApplicationCloudSetting
+
+	// Retry up to 3 times
+	for i := 0; i < 3; i++ {
+		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\" (try count %d), because %s", uid, i+1, err.Error())
+			return false, errs.Or(err, errs.ErrOperationFailed)
+		}
+
+		oldApplicationCloudSettingsMap := make(map[string]models.ApplicationCloudSetting)
+		lastUpdateTime := int64(0)
+
+		if userApplicationCloudSettings != nil {
+			for _, setting := range userApplicationCloudSettings.Settings {
+				oldApplicationCloudSettingsMap[setting.SettingKey] = setting
+			}
+
+			lastUpdateTime = userApplicationCloudSettings.UpdatedUnixTime
+		}
+
+		// Check if the full update settings are the same as the existing settings
+		if userAppCloudSettingUpdateReq.FullUpdate {
+			if len(userAppCloudSettingUpdateReq.Settings) == len(oldApplicationCloudSettingsMap) {
+				needUpdate := false
+
+				for _, setting := range userAppCloudSettingUpdateReq.Settings {
+					oldSetting, exists := oldApplicationCloudSettingsMap[setting.SettingKey]
+
+					if !exists || oldSetting.SettingValue != setting.SettingValue {
+						needUpdate = true
+						break
+					}
+				}
+
+				if !needUpdate {
+					return false, errs.ErrNothingWillBeUpdated
+				}
+			}
+		} else { // Check if the partial update settings are the same as the existing settings or the settings to update are not set to sync
+			needUpdate := true
+
+			for _, setting := range userAppCloudSettingUpdateReq.Settings {
+				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 (try count %d)", setting.SettingKey, i+1)
+				} else if cloudSetting.SettingValue == setting.SettingValue {
+					needUpdate = false
+					log.Infof(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" value \"%s\" is not changed, no need to update (try count %d)", setting.SettingKey, setting.SettingValue, i+1)
+				}
+			}
+
+			if !needUpdate {
+				log.Infof(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] no user application cloud settings need to update for user \"uid:%d\" (try count %d)", uid, i+1)
+				return true, nil
+			}
+		}
+
+		newApplicationCloudSettingsMap := make(map[string]models.ApplicationCloudSetting)
+		var newApplicationCloudSettingSlice models.ApplicationCloudSettingSlice
+
+		if userAppCloudSettingUpdateReq.FullUpdate {
+			log.Infof(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user \"uid:%d\" application cloud settings force update, will overwrite all existing settings (try count %d)", uid, i+1)
+		} else {
+			if len(oldApplicationCloudSettingsMap) > 0 {
+				log.Infof(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user \"uid:%d\" application cloud settings exists, try to merge it with request settings (try count %d)", uid, i+1)
+				newApplicationCloudSettingsMap = oldApplicationCloudSettingsMap
+			}
+		}
+
+		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 (try count %d)", settingKey, i+1)
+				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\" (try count %d)", settingKey, setting.SettingValue, i+1)
+					continue
+				}
+			} else if settingType == models.USER_APPLICATION_CLOUD_SETTING_TYPE_BOOLEAN {
+				if setting.SettingValue != "true" && setting.SettingValue != "false" {
+					log.Warnf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" has invalid boolean value \"%s\" (try count %d)", settingKey, setting.SettingValue, i+1)
+					continue
+				}
+			} else if settingType == models.USER_APPLICATION_CLOUD_SETTING_TYPE_STRING_BOOLEAN_MAP {
+				var settingValueMap map[string]bool
+				err := json.Unmarshal([]byte(setting.SettingValue), &settingValueMap)
+
+				if err != nil {
+					log.Warnf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" has invalid map value \"%s\" (try count %d), because %s", settingKey, setting.SettingValue, i+1, err.Error())
+					continue
+				}
+			} else {
+				log.Warnf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] user application cloud setting key \"%s\" has unknown type \"%s\" (try count %d)", settingKey, settingType, i+1)
+				continue
+			}
+
+			newApplicationCloudSettingSlice = append(newApplicationCloudSettingSlice, setting)
+		}
+
+		err = a.userAppCloudSettings.UpdateUserApplicationCloudSettings(c, uid, newApplicationCloudSettingSlice, userAppCloudSettingUpdateReq.FullUpdate, lastUpdateTime)
+
+		if err == nil {
+			break
+		}
+
+		time.Sleep(100 * time.Millisecond) // Wait for 100 milliseconds before retrying
+	}
+
+	if err != nil {
+		log.Errorf(c, "[user_app_cloud_settings.ApplicationSettingsUpdateHandler] failed to update user application cloud settings for user \"uid:%d\", because %s", uid, err.Error())
+		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/user_external_auths.go

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

pkg/api/users.go

@@ -78,10 +78,12 @@ 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)
+	err = a.users.CreateUser(c, user, false)
 
 	if err != nil {
 		log.Errorf(c, "[users.UserRegisterHandler] failed to create user \"%s\", because %s", user.Username, err.Error())
@@ -140,8 +142,9 @@ func (a *UsersApi) UserRegisterHandler(c *core.WebContext) (any, *errs.Error) {
 	authResp.Token = token
 	c.SetTextualToken(token)
 	c.SetTokenClaims(claims)
+	c.SetTokenContext("")
 
-	log.Infof(c, "[users.UserRegisterHandler] user \"uid:%d\" has logined, token will be expired at %d", user.Uid, claims.ExpiresAt)
+	log.Infof(c, "[users.UserRegisterHandler] user \"uid:%d\" has logged in, token will be expired at %d", user.Uid, claims.ExpiresAt)
 
 	return authResp, nil
 }
@@ -203,6 +206,7 @@ func (a *UsersApi) UserEmailVerifyHandler(c *core.WebContext) (any, *errs.Error)
 
 		c.SetTextualToken(token)
 		c.SetTokenClaims(claims)
+		c.SetTokenContext("")
 
 		log.Infof(c, "[users.UserEmailVerifyHandler] user \"uid:%d\" token created, new token will be expired at %d", user.Uid, claims.ExpiresAt)
 	}
@@ -251,6 +255,7 @@ 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,
@@ -258,13 +263,21 @@ 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 !a.users.IsPasswordEqualsUserPassword(userUpdateReq.OldPassword, user) {
+		if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_UPDATE_PASSWORD) {
+			return nil, errs.ErrNotPermittedToPerformThisAction
+		}
+
+		if user.Password != "" && !a.users.IsPasswordEqualsUserPassword(userUpdateReq.OldPassword, user) {
 			return nil, errs.ErrUserPasswordWrong
 		}
 
@@ -277,6 +290,7 @@ 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 +313,14 @@ 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 +332,57 @@ 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.CalendarDisplayType != nil && *userUpdateReq.CalendarDisplayType != user.CalendarDisplayType {
+		user.CalendarDisplayType = *userUpdateReq.CalendarDisplayType
+		userNew.CalendarDisplayType = *userUpdateReq.CalendarDisplayType
+		modifyProfileBasicInfo = true
+		anythingUpdate = true
+	} else {
+		userNew.CalendarDisplayType = core.CALENDAR_DISPLAY_TYPE_INVALID
+	}
+
+	if userUpdateReq.DateDisplayType != nil && *userUpdateReq.DateDisplayType != user.DateDisplayType {
+		user.DateDisplayType = *userUpdateReq.DateDisplayType
+		userNew.DateDisplayType = *userUpdateReq.DateDisplayType
+		modifyProfileBasicInfo = true
+		anythingUpdate = true
+	} else {
+		userNew.DateDisplayType = core.DATE_DISPLAY_TYPE_INVALID
+	}
+
 	if userUpdateReq.LongDateFormat != nil && *userUpdateReq.LongDateFormat != user.LongDateFormat {
 		user.LongDateFormat = *userUpdateReq.LongDateFormat
 		userNew.LongDateFormat = *userUpdateReq.LongDateFormat
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	} else {
 		userNew.LongDateFormat = core.LONG_DATE_FORMAT_INVALID
@@ -344,6 +391,7 @@ 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 +400,7 @@ 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 +409,43 @@ 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.CurrencyDisplayType != nil && *userUpdateReq.CurrencyDisplayType != user.CurrencyDisplayType {
+		user.CurrencyDisplayType = *userUpdateReq.CurrencyDisplayType
+		userNew.CurrencyDisplayType = *userUpdateReq.CurrencyDisplayType
+		modifyProfileBasicInfo = true
+		anythingUpdate = true
+	} else {
+		userNew.CurrencyDisplayType = core.CURRENCY_DISPLAY_TYPE_INVALID
+	}
+
+	if userUpdateReq.NumeralSystem != nil && *userUpdateReq.NumeralSystem != user.NumeralSystem {
+		user.NumeralSystem = *userUpdateReq.NumeralSystem
+		userNew.NumeralSystem = *userUpdateReq.NumeralSystem
+		modifyProfileBasicInfo = true
+		anythingUpdate = true
+	} else {
+		userNew.NumeralSystem = core.NUMERAL_SYSTEM_INVALID
+	}
+
 	if userUpdateReq.DecimalSeparator != nil && *userUpdateReq.DecimalSeparator != user.DecimalSeparator {
 		user.DecimalSeparator = *userUpdateReq.DecimalSeparator
 		userNew.DecimalSeparator = *userUpdateReq.DecimalSeparator
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	} else {
 		userNew.DecimalSeparator = core.DECIMAL_SEPARATOR_INVALID
@@ -376,6 +454,7 @@ 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
@@ -384,22 +463,25 @@ 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
 	}
 
-	if userUpdateReq.CurrencyDisplayType != nil && *userUpdateReq.CurrencyDisplayType != user.CurrencyDisplayType {
-		user.CurrencyDisplayType = *userUpdateReq.CurrencyDisplayType
-		userNew.CurrencyDisplayType = *userUpdateReq.CurrencyDisplayType
+	if userUpdateReq.CoordinateDisplayType != nil && *userUpdateReq.CoordinateDisplayType != user.CoordinateDisplayType {
+		user.CoordinateDisplayType = *userUpdateReq.CoordinateDisplayType
+		userNew.CoordinateDisplayType = *userUpdateReq.CoordinateDisplayType
+		modifyProfileBasicInfo = true
 		anythingUpdate = true
 	} else {
-		userNew.CurrencyDisplayType = core.CURRENCY_DISPLAY_TYPE_INVALID
+		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 +490,16 @@ 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
@@ -503,6 +590,7 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 		resp.NewToken = token
 		c.SetTextualToken(token)
 		c.SetTokenClaims(claims)
+		c.SetTokenContext("")
 
 		log.Infof(c, "[users.UserUpdateProfileHandler] user \"uid:%d\" token refreshed, new token will be expired at %d", user.Uid, claims.ExpiresAt)
 
@@ -525,6 +613,10 @@ 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 +680,10 @@ 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/auth/oauth2/data/oauth2_user_info.go

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

pkg/auth/oauth2/oauth2_authentication.go

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

pkg/auth/oauth2/oauth2_context.go

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

pkg/auth/oauth2/provider/oauth2_provider.go

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

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

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

pkg/avatars/avatar_provider_container.go

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

pkg/cli/base.go

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

pkg/cli/user_data.go

@@ -5,6 +5,7 @@ import (
 	"time"
 
 	"github.com/mayswind/ezbookkeeping/pkg/converters"
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 	"github.com/mayswind/ezbookkeeping/pkg/log"
@@ -88,9 +89,10 @@ 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)
+	err := l.users.CreateUser(c, user, false)
 
 	if err != nil {
 		log.CliErrorf(c, "[user_data.AddNewUser] failed to create user \"%s\", because %s", user.Username, err.Error())
@@ -148,7 +150,7 @@ func (l *UserDataCli) ModifyUserPassword(c *core.CliContext, username string, pa
 		Password: password,
 	}
 
-	_, _, err = l.users.UpdateUser(c, userNew, false)
+	err = l.users.UpdateUserPassword(c, userNew)
 
 	if err != nil {
 		log.CliErrorf(c, "[user_data.ModifyUserPassword] failed to update user \"%s\" password, because %s", user.Username, err.Error())
@@ -237,6 +239,57 @@ 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 +395,7 @@ 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 +405,88 @@ 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, expiresInSeconds int64) (*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 == "api" {
+		if !l.CurrentConfig().EnableAPIToken {
+			return nil, "", errs.ErrAPITokenNotEnabled
+		}
+
+		if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_GENERATE_API_TOKEN) {
+			return nil, "", errs.ErrNotPermittedToPerformThisAction
+		}
+
+		token, tokenRecord, err = l.tokens.CreateAPITokenViaCli(c, user, expiresInSeconds)
+	} else if tokenType == "mcp" {
+		if !l.CurrentConfig().EnableMCPServer {
+			return nil, "", errs.ErrMCPServerNotEnabled
+		}
+
+		if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_MCP_ACCESS) {
+			return nil, "", errs.ErrNotPermittedToPerformThisAction
+		}
+
+		token, tokenRecord, err = l.tokens.CreateMCPTokenViaCli(c, user, expiresInSeconds)
+	} 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
+}
+
+// RevokeUserToken revokes the specified token of the user
+func (l *UserDataCli) RevokeUserToken(c *core.CliContext, token string) error {
+	_, claims, _, err := l.tokens.ParseToken(c, token)
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.RevokeUserToken] failed to parse token, because %s", err.Error())
+		return err
+	}
+
+	userTokenId, err := utils.StringToInt64(claims.UserTokenId)
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.RevokeUserToken] failed to get user token id, because %s", err.Error())
+		return err
+	}
+
+	tokenRecord := &models.TokenRecord{
+		Uid:             claims.Uid,
+		UserTokenId:     userTokenId,
+		CreatedUnixTime: claims.IssuedAt,
+	}
+
+	tokenId := l.tokens.GenerateTokenId(tokenRecord)
+	err = l.tokens.DeleteToken(c, tokenRecord)
+
+	if err != nil {
+		log.Errorf(c, "[user_data.RevokeUserToken] failed to revoke token \"id:%s\" for user \"uid:%d\", because %s", tokenId, claims.Uid, err.Error())
+		return err
+	}
+
+	return nil
+}
+
 // ClearUserTokens clears all tokens of the specified user
 func (l *UserDataCli) ClearUserTokens(c *core.CliContext, username string) error {
 	if username == "" {
@@ -684,7 +819,7 @@ func (l *UserDataCli) ImportTransaction(c *core.CliContext, username string, fil
 		return err
 	}
 
-	parsedTransactions, newAccounts, newSubExpenseCategories, newSubIncomeCategories, newSubTransferCategories, newTags, err := dataImporter.ParseImportedData(c, user, data, utils.GetTimezoneOffsetMinutes(time.Local), accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+	parsedTransactions, newAccounts, newSubExpenseCategories, newSubIncomeCategories, newSubTransferCategories, newTags, err := dataImporter.ParseImportedData(c, user, data, time.Local, converter.DefaultImporterOptions, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
 
 	if err != nil {
 		log.CliErrorf(c, "[user_data.ImportTransaction] failed to parse imported data for \"%s\", because %s", username, err.Error())
@@ -734,7 +869,7 @@ 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 +935,7 @@ 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 +948,7 @@ 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 +957,7 @@ 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)
 
@@ -831,7 +966,7 @@ func (l *UserDataCli) getUserEssentialDataForImport(c *core.CliContext, uid int6
 		return nil, nil, nil, nil, nil, err
 	}
 
-	tagMap = l.tags.GetTagNameMapByList(tags)
+	tagMap = l.tags.GetVisibleTagNameMapByList(tags)
 
 	return accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap, nil
 }
@@ -883,7 +1018,7 @@ 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_app_transaction_data_csv_file_importer.go

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

pkg/converters/alipay/alipay_transaction_data_csv_file_importer.go

@@ -2,20 +2,18 @@ package alipay
 
 import (
 	"bytes"
-	"encoding/csv"
-	"io"
-	"strings"
+	"time"
 
 	"golang.org/x/text/encoding/simplifiedchinese"
 	"golang.org/x/text/transform"
 
-	csvdatatable "github.com/mayswind/ezbookkeeping/pkg/converters/csv"
+	"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"
-	"github.com/mayswind/ezbookkeeping/pkg/utils"
 )
 
 var alipayTransactionSupportedColumns = map[datatable.TransactionDataTableColumn]bool{
@@ -50,23 +48,29 @@ type alipayTransactionColumnNames struct {
 // alipayTransactionDataCsvFileImporter defines the structure of alipay csv importer for transaction data
 type alipayTransactionDataCsvFileImporter struct {
 	fileHeaderLine         string
-	dataHeaderStartContent string
+	dataHeaderStartContent []string
 	dataBottomEndLineRune  rune
 	originalColumnNames    alipayTransactionColumnNames
 }
 
 // ParseImportedData returns the imported data by parsing the alipay transaction csv data
-func (c *alipayTransactionDataCsvFileImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]*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, defaultTimezone *time.Location, additionalOptions converter.TransactionDataImporterOptions, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
 	enc := simplifiedchinese.GB18030
 	reader := transform.NewReader(bytes.NewReader(data), enc.NewDecoder())
 
-	dataTable, err := c.createNewAlipayImportedDataTable(ctx, reader, c.fileHeaderLine, c.dataHeaderStartContent, c.dataBottomEndLineRune)
+	csvDataTable, err := csv.CreateNewCsvBasicDataTable(ctx, reader, false)
 
 	if err != nil {
 		return nil, nil, nil, nil, nil, nil, err
 	}
 
-	commonDataTable := datatable.CreateNewImportedCommonDataTable(dataTable)
+	dataTable, err := createNewAlipayTransactionBasicDataTable(ctx, csvDataTable, c.fileHeaderLine, c.dataHeaderStartContent, c.dataBottomEndLineRune)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	commonDataTable := datatable.CreateNewCommonDataTableFromBasicDataTable(dataTable)
 
 	if !commonDataTable.HasColumn(c.originalColumnNames.timeColumnName) ||
 		!commonDataTable.HasColumn(c.originalColumnNames.amountColumnName) ||
@@ -76,86 +80,9 @@ 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) {
-	csvReader := csv.NewReader(reader)
-	csvReader.FieldsPerRecord = -1
-
-	allOriginalLines := make([][]string, 0)
-	hasFileHeader := false
-	foundContentBeforeDataHeaderLine := false
-
-	for {
-		items, err := csvReader.Read()
-
-		if err == io.EOF {
-			break
-		}
-
-		if err != nil {
-			log.Errorf(ctx, "[alipay_transaction_csv_data_table.createNewAlipayImportedDataTable] cannot parse alipay csv data, because %s", err.Error())
-			return nil, errs.ErrInvalidCSVFile
-		}
-
-		if !hasFileHeader {
-			if len(items) <= 0 {
-				continue
-			} else if strings.Index(items[0], fileHeaderLine) == 0 {
-				hasFileHeader = true
-				continue
-			} else {
-				log.Warnf(ctx, "[alipay_transaction_csv_data_table.createNewAlipayImportedDataTable] read unexpected line before read file header, line content is %s", strings.Join(items, ","))
-				continue
-			}
-		}
-
-		if !foundContentBeforeDataHeaderLine {
-			if len(items) <= 0 {
-				continue
-			} else if strings.Index(items[0], dataHeaderStartContent) >= 0 {
-				foundContentBeforeDataHeaderLine = true
-				continue
-			} else {
-				continue
-			}
-		}
-
-		if foundContentBeforeDataHeaderLine {
-			if len(items) <= 0 {
-				continue
-			} else if len(items) == 1 && dataBottomEndLineRune > 0 && utils.ContainsOnlyOneRune(items[0], dataBottomEndLineRune) {
-				break
-			}
-
-			for i := 0; i < len(items); i++ {
-				items[i] = strings.Trim(items[i], " ")
-			}
-
-			if len(allOriginalLines) > 0 && len(items) < len(allOriginalLines[0]) {
-				log.Errorf(ctx, "[alipay_transaction_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]))
-				return nil, errs.ErrFewerFieldsInDataRowThanInHeaderRow
-			}
-
-			allOriginalLines = append(allOriginalLines, items)
-		}
-	}
-
-	if !hasFileHeader || !foundContentBeforeDataHeaderLine {
-		return nil, errs.ErrInvalidFileHeader
-	}
-
-	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")
-		return nil, errs.ErrNotFoundTransactionDataInFile
-	}
-
-	dataTable := csvdatatable.CreateNewCustomCsvImportedDataTable(allOriginalLines)
-
-	return dataTable, nil
+	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezone, additionalOptions, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
 }

pkg/converters/alipay/alipay_transaction_data_csv_file_importer_test.go

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

pkg/converters/alipay/alipay_transaction_data_extrator.go

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

pkg/converters/alipay/alipay_transaction_data_row_parser.go

@@ -13,24 +13,31 @@ import (
 
 const alipayTransactionDataStatusSuccessName = "交易成功"
 const alipayTransactionDataStatusPaymentSuccessName = "支付成功"
+const alipayTransactionDataStatusPendingGoodsReceiptConfirmationName = "等待确认收货"
 const alipayTransactionDataStatusRepaymentSuccessName = "还款成功"
 const alipayTransactionDataStatusClosedName = "交易关闭"
 const alipayTransactionDataStatusRefundSuccessName = "退款成功"
 const alipayTransactionDataStatusTaxRefundSuccessName = "退税成功"
 
+const alipayTransactionDataProductNameEarningText = "-收益发放"
+const alipayTransactionDataProductNamePurchaseInvestmentText = "-买入"
+const alipayTransactionDataProductNamePurchaseInvestmentRefundText = "-买入退款"
+const alipayTransactionDataProductNameSellInvestmentRefundText = "-卖出"
 const alipayTransactionDataProductNameTransferToAlipayPrefix = "充值-"
 const alipayTransactionDataProductNameTransferFromAlipayPrefix = "提现-"
 const alipayTransactionDataProductNameTransferInText = "转入"
 const alipayTransactionDataProductNameTransferOutText = "转出"
+const alipayTransactionDataProductNameTransferText = "转账"
 const alipayTransactionDataProductNameRepaymentText = "还款"
 
 // alipayTransactionDataRowParser defines the structure of alipay transaction data row parser
 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] {
@@ -40,6 +47,7 @@ func (p *alipayTransactionDataRowParser) Parse(ctx core.Context, user *models.Us
 
 	if dataRow.GetData(p.columns.statusColumnName) != alipayTransactionDataStatusSuccessName &&
 		dataRow.GetData(p.columns.statusColumnName) != alipayTransactionDataStatusPaymentSuccessName &&
+		dataRow.GetData(p.columns.statusColumnName) != alipayTransactionDataStatusPendingGoodsReceiptConfirmationName &&
 		dataRow.GetData(p.columns.statusColumnName) != alipayTransactionDataStatusRepaymentSuccessName &&
 		dataRow.GetData(p.columns.statusColumnName) != alipayTransactionDataStatusClosedName &&
 		dataRow.GetData(p.columns.statusColumnName) != alipayTransactionDataStatusRefundSuccessName &&
@@ -50,23 +58,23 @@ 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 +82,13 @@ 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 +100,7 @@ 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] {
@@ -117,20 +125,38 @@ 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)
 			}
 
 			if statusName == alipayTransactionDataStatusRefundSuccessName {
-				data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = alipayTransactionTypeNameMapping[models.TRANSACTION_TYPE_INCOME]
-				data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = relatedAccountName
-				data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = ""
+				if len(productName) > len(alipayTransactionDataProductNamePurchaseInvestmentText) && strings.Index(productName, alipayTransactionDataProductNamePurchaseInvestmentText) == len(productName)-len(alipayTransactionDataProductNamePurchaseInvestmentText) { // purchase investment
+					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = relatedAccountName
+					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = targetName
+				} else if len(productName) > len(alipayTransactionDataProductNamePurchaseInvestmentRefundText) && strings.Index(productName, alipayTransactionDataProductNamePurchaseInvestmentRefundText) == len(productName)-len(alipayTransactionDataProductNamePurchaseInvestmentRefundText) { // purchase investment refund
+					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = targetName
+					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = relatedAccountName
+				} else {
+					data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = alipayTransactionTypeNameMapping[models.TRANSACTION_TYPE_INCOME]
+					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = relatedAccountName
+					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = ""
+				}
 			} else {
-				if strings.Index(productName, alipayTransactionDataProductNameTransferToAlipayPrefix) == 0 { // transfer to alipay wallet
+				if len(productName) > len(alipayTransactionDataProductNameEarningText) && strings.Index(productName, alipayTransactionDataProductNameEarningText) == len(productName)-len(alipayTransactionDataProductNameEarningText) { // earning
+					data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = alipayTransactionTypeNameMapping[models.TRANSACTION_TYPE_INCOME]
+					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = relatedAccountName
+					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = targetName
+				} else if len(productName) > len(alipayTransactionDataProductNamePurchaseInvestmentText) && strings.Index(productName, alipayTransactionDataProductNamePurchaseInvestmentText) == len(productName)-len(alipayTransactionDataProductNamePurchaseInvestmentText) { // purchase investment
+					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = relatedAccountName
+					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = targetName
+				} else if strings.Index(productName, alipayTransactionDataProductNameSellInvestmentRefundText) >= 0 { // sell investment
+					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = targetName
+					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = relatedAccountName
+				} else if strings.Index(productName, alipayTransactionDataProductNameTransferToAlipayPrefix) == 0 { // transfer to alipay wallet
 					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = ""
 					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = localeTextItems.DataConverterTextItems.Alipay
 				} else if strings.Index(productName, alipayTransactionDataProductNameTransferFromAlipayPrefix) == 0 { // transfer from alipay wallet
@@ -142,6 +168,9 @@ func (p *alipayTransactionDataRowParser) Parse(ctx core.Context, user *models.Us
 				} else if strings.Index(productName, alipayTransactionDataProductNameTransferOutText) >= 0 { // transfer out
 					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = relatedAccountName
 					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = targetName
+				} else if strings.Index(productName, alipayTransactionDataProductNameTransferText) >= 0 { // transfer
+					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = relatedAccountName
+					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = targetName
 				} else if strings.Index(productName, alipayTransactionDataProductNameRepaymentText) >= 0 { // repayment
 					data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = relatedAccountName
 					data[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = targetName
@@ -170,9 +199,21 @@ 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/alipay/alipay_web_transaction_data_csv_file_importer.go

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

pkg/converters/beancount/beancount_amount_expression_evaluator.go

@@ -0,0 +1,242 @@
+package beancount
+
+import (
+	"math/big"
+	"strings"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+const maxAllowedDecimalCount = 6
+const normalizeFactor = int64(1000000)
+const normalizedDecimalsMaxZeroString = "000000"
+const normalizedNumberToAmountFactor = int64(10000) // 1000000 / 100
+
+var operatorPriority = map[rune]int{
+	'+': 1,
+	'-': 1,
+	'*': 2,
+	'/': 2,
+}
+
+func normalizeNumber(textualNumber string) (*big.Int, error) {
+	decimalSeparatorPos := strings.Index(textualNumber, ".")
+
+	if decimalSeparatorPos < 0 {
+		result := big.NewInt(0)
+		_, ok := result.SetString(textualNumber+normalizedDecimalsMaxZeroString, 10)
+
+		if !ok {
+			return nil, errs.ErrAmountInvalid
+		}
+
+		return result, nil
+	}
+
+	integer := utils.SubString(textualNumber, 0, decimalSeparatorPos)
+	decimals := utils.SubString(textualNumber, decimalSeparatorPos+1, len(textualNumber))
+
+	if len(decimals) > maxAllowedDecimalCount {
+		return nil, errs.ErrAmountInvalid
+	}
+
+	paddedDecimals := utils.SubString(decimals+normalizedDecimalsMaxZeroString, 0, maxAllowedDecimalCount)
+	result := big.NewInt(0)
+	_, ok := result.SetString(integer+paddedDecimals, 10)
+
+	if !ok {
+		return nil, errs.ErrAmountInvalid
+	}
+
+	return result, nil
+}
+
+func denormalizeNumberToTextualAmount(num *big.Int) string {
+	result := big.NewInt(0).Add(num, big.NewInt(0)) // make a copy of num
+	result = result.Div(result, big.NewInt(normalizedNumberToAmountFactor))
+	return utils.FormatAmount(result.Int64())
+}
+
+func toPostfixExprTokens(ctx core.Context, expr string) ([]string, error) {
+	finalTokens := make([]string, 0)
+	operatorStack := make([]rune, 0)
+	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) (*big.Int, error) {
+	stack := make([]*big.Int, 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 nil, 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
+			result := big.NewInt(0)
+			switch token {
+			case "+":
+				result.Add(a, b)
+			case "-":
+				result.Sub(a, b)
+			case "*":
+				result.Mul(a, b)
+				result.Div(result, big.NewInt(normalizeFactor))
+			case "/":
+				if b.Int64() == 0 {
+					log.Warnf(ctx, "[beancount_amount_expression_evaluator.evaluatePostfixExpr] cannot evaluate expression \"%s\", because division by zero", strings.Join(tokens, " "))
+					return nil, errs.ErrInvalidAmountExpression
+				}
+				result.Mul(a, big.NewInt(normalizeFactor))
+				result.Div(result, b)
+			}
+
+			// push the result back to the stack
+			stack = append(stack, result)
+		default: // operands
+			normalizedNum, err := normalizeNumber(token)
+
+			if err != nil {
+				log.Warnf(ctx, "[beancount_amount_expression_evaluator.evaluatePostfixExpr] cannot evaluate expression \"%s\", because containing invalid number", strings.Join(tokens, " "))
+				return nil, errs.ErrInvalidAmountExpression
+			}
+
+			stack = append(stack, normalizedNum)
+		}
+	}
+
+	if len(stack) != 1 {
+		log.Warnf(ctx, "[beancount_amount_expression_evaluator.evaluatePostfixExpr] cannot evaluate expression \"%s\", because missing operator", strings.Join(tokens, " "))
+		return nil, 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 denormalizeNumberToTextualAmount(result), nil
+}

pkg/converters/beancount/beancount_amount_expression_evaluator_test.go

@@ -0,0 +1,235 @@
+package beancount
+
+import (
+	"math/big"
+	"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, big.NewInt(3000000), result)
+
+	result, err = evaluatePostfixExpr(context, []string{"5", "3", "-"})
+	assert.Nil(t, err)
+	assert.Equal(t, big.NewInt(2000000), result)
+
+	result, err = evaluatePostfixExpr(context, []string{"4", "3", "*"})
+	assert.Nil(t, err)
+	assert.Equal(t, big.NewInt(12000000), result)
+
+	result, err = evaluatePostfixExpr(context, []string{"6", "2", "/"})
+	assert.Nil(t, err)
+	assert.Equal(t, big.NewInt(3000000), result)
+
+	result, err = evaluatePostfixExpr(context, []string{"1", "2", "3", "*", "+", "4", "2", "/", "-"})
+	assert.Nil(t, err)
+	assert.Equal(t, big.NewInt(5000000), 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)
+
+	result, err = evaluateBeancountAmountExpression(context, "3.5+0.1")
+	assert.Nil(t, err)
+	assert.Equal(t, "3.60", result)
+
+	result, err = evaluateBeancountAmountExpression(context, "3.55+0.11")
+	assert.Nil(t, err)
+	assert.Equal(t, "3.66", result)
+
+	result, err = evaluateBeancountAmountExpression(context, "3.555+0.111")
+	assert.Nil(t, err)
+	assert.Equal(t, "3.66", result)
+}
+
+func TestEvaluateBeancountAmountExpression_InvalidExpression(t *testing.T) {
+	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)
+
+	_, err = evaluateBeancountAmountExpression(context, "0.abcd+1")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+
+	_, err = evaluateBeancountAmountExpression(context, "0.1234567+1")
+	assert.Equal(t, errs.ErrInvalidAmountExpression, err)
+}

pkg/converters/beancount/beancount_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 +1,51 @@
+package beancount
+
+import (
+	"time"
+
+	"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, defaultTimezone *time.Location, additionalOptions converter.TransactionDataImporterOptions, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
+	beancountDataReader, err := createNewBeancountDataReader(ctx, data)
+
+	if err != nil {
+		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, defaultTimezone, additionalOptions, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+}

pkg/converters/beancount/beancount_transaction_data_file_importer_test.go

@@ -0,0 +1,360 @@
+package beancount
+
+import (
+	"testing"
+	"time"
+
+	"github.com/stretchr/testify/assert"
+
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+func TestBeancountTransactionDataFileParseImportedData_MinimumValidData(t *testing.T) {
+	importer := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := importer.ParseImportedData(context, user, []byte(
+		"2024-09-01 *\n"+
+			"  Equity:Opening-Balances -123.45 CNY\n"+
+			"  Assets:TestAccount 123.45 CNY\n"+
+			"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"), time.UTC, converter.DefaultImporterOptions, 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) {
+	importer := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := importer.ParseImportedData(context, user, []byte(
+		"2024-09-01 *\n"+
+			"  Assets:TestAccount 123.45 CNY\n"+
+			"  Equity:Opening-Balances -123.45 CNY\n"+
+			"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"), time.UTC, converter.DefaultImporterOptions, 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) {
+	importer := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
+		"2024/09/01 *\n"+
+			"  Equity:Opening-Balances -123.45 CNY\n"+
+			"  Assets:TestAccount 123.45 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrNotFoundTransactionDataInFile.Message)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_ParseValidCurrency(t *testing.T) {
+	importer := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, allNewAccounts, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
+		"2024-09-01 * \"Payee Name\" \"Hello\nWorld\"\n"+
+			"  Assets:TestAccount -0.12 USD\n"+
+			"  Assets:TestAccount2 0.84 CNY\n"), time.UTC, converter.DefaultImporterOptions, 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) {
+	importer := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
+		"2024-09-01 *\n"+
+			"  Equity:Opening-Balances -abc CNY\n"+
+			"  Assets:TestAccount abc CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
+		"2024-09-01 *\n"+
+			"  Equity:Opening-Balances -1/0 CNY\n"+
+			"  Assets:TestAccount 1/0 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_ParseDescription(t *testing.T) {
+	importer := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
+		"2024-09-01 * \"foo    bar\t#test\n\"\n"+
+			"  Equity:Opening-Balances -123.45 CNY\n"+
+			"  Assets:TestAccount 123.45 CNY\n"+
+			"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
+			"  Income:TestCategory -0.12 CNY\n"+
+			"  Assets:TestAccount 0.12 CNY\n"), time.UTC, converter.DefaultImporterOptions, 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) {
+	importer := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
+		"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
+			"  Assets:TestAccount 0.11 CNY\n"+
+			"  Assets:TestAccount2 0.11 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
+		"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
+			"  Expenses:TestCategory -0.11 CNY\n"+
+			"  Expenses:TestCategory2 0.11 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrThereAreNotSupportedTransactionType.Message)
+
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
+		"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
+			"  Income:TestCategory -0.11 CNY\n"+
+			"  Income:TestCategory2 0.11 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrThereAreNotSupportedTransactionType.Message)
+
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
+		"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
+			"  Equity:TestCategory -0.11 CNY\n"+
+			"  Equity:TestCategory2 0.11 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrThereAreNotSupportedTransactionType.Message)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_NotSupportedToParseSplitTransaction(t *testing.T) {
+	importer := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
+		"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
+			"  Assets:TestAccount -0.23 CNY\n"+
+			"  Assets:TestAccount2 0.11 CNY\n"+
+			"  Assets:TestAccount3 0.12 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrNotSupportedSplitTransactions.Message)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_MissingTransactionRequiredData(t *testing.T) {
+	importer := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	// Missing Transaction Time
+	_, _, _, _, _, _, err := importer.ParseImportedData(context, user, []byte(
+		"* \"narration\"\n"+
+			"  Equity:Opening-Balances -123.45 CNY\n"+
+			"  Assets:TestAccount 123.45 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrNotFoundTransactionDataInFile.Message)
+
+	// Missing Account Name
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
+		"2024-09-01 * \"narration\"\n"+
+			"  Equity:Opening-Balances -123.45 CNY\n"+
+			"   123.45 CNY\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+
+	// Missing Amount
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
+		"2024-09-01 * \"narration\"\n"+
+			"  Equity:Opening-Balances\n"+
+			"  Assets:TestAccount\n"), time.UTC, converter.DefaultImporterOptions, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+
+	// Missing Commodity
+	_, _, _, _, _, _, err = importer.ParseImportedData(context, user, []byte(
+		"2024-09-01 * \"narration\"\n"+
+			"  Equity:Opening-Balances -123.45\n"+
+			"  Assets:TestAccount 123.45\n"), time.UTC, converter.DefaultImporterOptions, 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 +1,76 @@
+package camt
+
+import "encoding/xml"
+
+type camtCreditDebitIndicator string
+
+const (
+	CAMT_INDICATOR_CREDIT camtCreditDebitIndicator = "CRDT"
+	CAMT_INDICATOR_DEBIT  camtCreditDebitIndicator = "DBIT"
+)
+
+type camt052File struct {
+	XMLName                     xml.Name                         `xml:"Document"`
+	BankToCustomerAccountReport *camtBankToCustomerAccountReport `xml:"BkToCstmrAcctRpt"`
+}
+
+type camt053File struct {
+	XMLName                 xml.Name                     `xml:"Document"`
+	BankToCustomerStatement *camtBankToCustomerStatement `xml:"BkToCstmrStmt"`
+}
+
+type camtBankToCustomerAccountReport struct {
+	Statements []*camtStatement `xml:"Rpt"`
+}
+
+type camtBankToCustomerStatement struct {
+	Statements []*camtStatement `xml:"Stmt"`
+}
+
+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 +1,75 @@
+package camt
+
+import (
+	"bytes"
+	"encoding/xml"
+
+	"golang.org/x/net/html/charset"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+)
+
+// camt052FileReader defines the structure of camt.052 file reader
+type camt052FileReader struct {
+	xmlDecoder *xml.Decoder
+}
+
+// camt053FileReader defines the structure of camt.053 file reader
+type camt053FileReader struct {
+	xmlDecoder *xml.Decoder
+}
+
+// read returns the imported camt.052 data
+// Reference: https://www.iso20022.org/message-set/1196/download
+func (r *camt052FileReader) read(ctx core.Context) (*camt052File, error) {
+	file := &camt052File{}
+
+	err := r.xmlDecoder.Decode(&file)
+
+	if err != nil {
+		return nil, err
+	}
+
+	return file, nil
+}
+
+// read returns the imported camt.053 data
+// Reference: https://www.iso20022.org/message-set/1196/download
+func (r *camt053FileReader) read(ctx core.Context) (*camt053File, error) {
+	file := &camt053File{}
+
+	err := r.xmlDecoder.Decode(&file)
+
+	if err != nil {
+		return nil, err
+	}
+
+	return file, nil
+}
+
+func createNewCamt052FileReader(data []byte) (*camt052FileReader, error) {
+	if len(data) > 5 && data[0] == 0x3C && data[1] == 0x3F && data[2] == 0x78 && data[3] == 0x6D && data[4] == 0x6C { // <?xml
+		xmlDecoder := xml.NewDecoder(bytes.NewReader(data))
+		xmlDecoder.CharsetReader = charset.NewReaderLabel
+
+		return &camt052FileReader{
+			xmlDecoder: xmlDecoder,
+		}, nil
+	}
+
+	return nil, errs.ErrInvalidXmlFile
+}
+
+func createNewCamt053FileReader(data []byte) (*camt053FileReader, error) {
+	if len(data) > 5 && data[0] == 0x3C && data[1] == 0x3F && data[2] == 0x78 && data[3] == 0x6D && data[4] == 0x6C { // <?xml
+		xmlDecoder := xml.NewDecoder(bytes.NewReader(data))
+		xmlDecoder.CharsetReader = charset.NewReaderLabel
+
+		return &camt053FileReader{
+			xmlDecoder: xmlDecoder,
+		}, nil
+	}
+
+	return nil, errs.ErrInvalidXmlFile
+}