raise an error if the file does not exist when uploading an artifact

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

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

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

.gitea/workflows/deploy.yml

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

.gitea/workflows/docker-release.yml

@@ -10,11 +10,11 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
 
       - name: Docker meta
         id: meta
-        uses: docker/metadata-action@v4
+        uses: docker/metadata-action@v5
         with:
           images: |
             ${{ secrets.DOCKER_REPO }}/mayswind/ezbookkeeping
@@ -24,10 +24,12 @@ jobs:
             type=raw,value=latest
 
       - name: Set up QEMU
-        uses: docker/setup-qemu-action@v2
+        uses: docker/setup-qemu-action@v3
+        with:
+          image: tonistiigi/binfmt:qemu-v8.1.5
 
       - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v2
+        uses: docker/setup-buildx-action@v3
 
       - name: Set up the environment
         run: |
@@ -44,7 +46,7 @@ jobs:
           chmod +x docker/custom-frontend-pre-setup.sh
 
       - name: Build and push
-        uses: docker/build-push-action@v4
+        uses: docker/build-push-action@v6
         with:
           file: Dockerfile
           context: .
@@ -52,5 +54,8 @@ jobs:
           push: true
           build-args: |
             RELEASE_BUILD=1
+            BUILD_PIPELINE=1
+            CHECK_3RD_API=${{ vars.CHECK_3RD_API }}
+            SKIP_TESTS=${{ vars.SKIP_TESTS }}
           tags: ${{ steps.meta.outputs.tags }}
           labels: ${{ steps.meta.outputs.labels }}

.gitea/workflows/docker-snapshot.yml

@@ -10,11 +10,11 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
 
       - name: Docker meta
         id: meta
-        uses: docker/metadata-action@v4
+        uses: docker/metadata-action@v5
         with:
           images: |
             ${{ secrets.DOCKER_REPO }}/mayswind/ezbookkeeping
@@ -24,10 +24,12 @@ jobs:
             type=sha,format=short,prefix=SNAPSHOT-
 
       - name: Set up QEMU
-        uses: docker/setup-qemu-action@v2
+        uses: docker/setup-qemu-action@v3
+        with:
+          image: tonistiigi/binfmt:qemu-v8.1.5
 
       - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v2
+        uses: docker/setup-buildx-action@v3
 
       - name: Set up the environment
         run: |
@@ -44,13 +46,15 @@ jobs:
           chmod +x docker/custom-frontend-pre-setup.sh
 
       - name: Build and push
-        uses: docker/build-push-action@v4
+        uses: docker/build-push-action@v6
         with:
           file: Dockerfile
           context: .
           platforms: ${{ vars.BUILD_SNAPSHOT_PLATFORMS }}
           push: true
           build-args: |
-              SKIP_TESTS=${{ vars.SKIP_TESTS }}
+            BUILD_PIPELINE=1
+            CHECK_3RD_API=${{ vars.CHECK_3RD_API }}
+            SKIP_TESTS=${{ vars.SKIP_TESTS }}
           tags: ${{ steps.meta.outputs.tags }}
           labels: ${{ steps.meta.outputs.labels }}

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -0,0 +1,70 @@
+name: Bug Report
+description: Report a bug in ezBookkeeping
+labels: bug
+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 @@
+blank_issues_enabled: false

.github/ISSUE_TEMPLATE/feature-request.yml

@@ -0,0 +1,26 @@
+name: Feature Request
+description: Request a feature or enhancement for ezBookkeeping
+labels: enhancement
+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/workflows/build-non-main-branch.yml

@@ -1,4 +1,4 @@
-name: Docker Snapshot
+name: Build for Non-Main Branches
 
 on:
   push:
@@ -6,25 +6,27 @@ on:
       - main
 
 jobs:
-  build:
+  build-linux-docker:
     runs-on: ubuntu-latest
     steps:
       -
         name: Checkout
-        uses: actions/checkout@v2
+        uses: actions/checkout@v4
       -
         name: Login to DockerHub
-        uses: docker/login-action@v1
+        uses: docker/login-action@v3
         with:
           username: ${{ secrets.DOCKER_USERNAME }}
           password: ${{ secrets.DOCKER_PASSWORD }}
       -
         name: Build
-        uses: docker/build-push-action@v2
+        uses: docker/build-push-action@v6
         with:
           file: Dockerfile
           context: .
           platforms: linux/amd64
           push: false
           build-args: |
-              SKIP_TESTS=${{ vars.SKIP_TESTS }}
+            BUILD_PIPELINE=1
+            CHECK_3RD_API=${{ vars.CHECK_3RD_API }}
+            SKIP_TESTS=${{ vars.SKIP_TESTS }}

.github/workflows/build-release.yml

@@ -0,0 +1,224 @@
+name: Build Release
+
+on:
+  push:
+    tags:
+      - "v*.*.*"
+
+jobs:
+  build-linux-docker:
+    runs-on: ubuntu-latest
+    outputs:
+      image-tag: ${{ steps.meta.outputs.version }}
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Docker meta
+        id: meta
+        uses: docker/metadata-action@v5
+        with:
+          images: |
+            ${{ secrets.DOCKER_USERNAME }}/ezbookkeeping
+          tags: |
+            type=semver,pattern={{version}}
+            type=semver,pattern={{major}}.{{minor}}
+            type=raw,value=latest
+
+      - name: Set up QEMU
+        uses: docker/setup-qemu-action@v3
+        with:
+          image: tonistiigi/binfmt:qemu-v8.1.5
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+
+      - name: Login to DockerHub
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_PASSWORD }}
+
+      - name: Build and push
+        uses: docker/build-push-action@v6
+        with:
+          file: Dockerfile
+          context: .
+          platforms: |
+            linux/amd64
+            linux/arm64/v8
+            linux/arm/v7
+            linux/arm/v6
+          push: true
+          build-args: |
+            RELEASE_BUILD=1
+            BUILD_PIPELINE=1
+            CHECK_3RD_API=${{ vars.CHECK_3RD_API }}
+            SKIP_TESTS=${{ vars.SKIP_TESTS }}
+          tags: ${{ steps.meta.outputs.tags }}
+          labels: ${{ steps.meta.outputs.labels }}
+
+  upload-linux-artifact:
+    needs: build-linux-docker
+    runs-on: ubuntu-latest
+    strategy:
+      matrix:
+        include:
+          - arch: linux/amd64
+            arch_alias: linux-amd64
+          - arch: linux/arm64/v8
+            arch_alias: linux-arm64
+          - arch: linux/arm/v7
+            arch_alias: linux-armv7
+          - arch: linux/arm/v6
+            arch_alias: linux-armv6
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Login to DockerHub
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_PASSWORD }}
+
+      - name: Pull and save packaged files for ${{ matrix.arch }}
+        run: |
+          VERSION=${{ needs.build-linux-docker.outputs.image-tag }}
+          IMAGE=${{ secrets.DOCKER_USERNAME }}/ezbookkeeping:${VERSION}
+          docker pull --platform ${{ matrix.arch }} ${IMAGE}
+          cid=$(docker create "${IMAGE}")
+          docker cp ${cid}:/ezbookkeeping ./ezbookkeeping
+          docker rm ${cid}
+          cd ezbookkeeping
+          tar -czf ../ezbookkeeping-v${VERSION}-${{ matrix.arch_alias }}.tar.gz *
+          cd ..
+          rm -rf ezbookkeeping
+
+      - name: Upload artifact
+        uses: actions/upload-artifact@v4
+        with:
+          name: ezbookkeeping-${{ github.ref_name }}-${{ matrix.arch_alias }}
+          path: ezbookkeeping-${{ github.ref_name }}-${{ matrix.arch_alias }}.tar.gz
+          if-no-files-found: error
+
+  build-and-upload-windows-package:
+    needs: upload-linux-artifact
+    runs-on: windows-latest
+    env:
+      GO_VERSION: "1.25.1"
+      MINGW_VERSION: "14.2.0"
+      MINGW_REVISION: "v12-rev2"
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Download linux-amd64 packaged files
+        uses: actions/download-artifact@v4
+        with:
+          name: ezbookkeeping-${{ github.ref_name }}-linux-amd64
+          path: artifacts
+
+      - name: Extract frontend files from linux-amd64 package
+        run: |
+          New-Item -ItemType Directory -Path package
+          tar -xzf (Get-ChildItem artifacts\ezbookkeeping-${{ github.ref_name }}-linux-amd64.tar.gz) -C package
+
+      - name: Set up Go
+        uses: actions/setup-go@v6
+        with:
+          go-version: ${{ env.GO_VERSION }}
+
+      - name: Install MinGW
+        run: |
+          $mingwVersion = "${{ env.MINGW_VERSION }}"
+          $mingwRevision = "${{ env.MINGW_REVISION }}"
+          $url = "https://github.com/niXman/mingw-builds-binaries/releases/download/${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
+        env:
+          RELEASE_BUILD: "1"
+          BUILD_PIPELINE: "1"
+          CHECK_3RD_API: ${{ vars.CHECK_3RD_API }}
+          SKIP_TESTS: ${{ vars.SKIP_TESTS }}
+        run: |
+          .\build.ps1 backend
+
+      - name: Package Windows build
+        run: |
+          New-Item -ItemType Directory -Path "ezbookkeeping"
+          New-Item -ItemType Directory -Path "ezbookkeeping\data"
+          New-Item -ItemType Directory -Path "ezbookkeeping\storage"
+          New-Item -ItemType Directory -Path "ezbookkeeping\log"
+          Copy-Item ezbookkeeping.exe -Destination ezbookkeeping\
+          Copy-Item -Recurse -Force package\public -Destination ezbookkeeping\public
+          Copy-Item -Recurse -Force conf -Destination ezbookkeeping\conf
+          Copy-Item -Recurse -Force templates -Destination ezbookkeeping\templates
+          Copy-Item .\LICENSE -Destination ezbookkeeping\
+          Push-Location ezbookkeeping
+          7z a -r -tzip -mx9 ..\ezbookkeeping-${{ github.ref_name }}-windows-x64.zip *
+          Pop-Location
+          Remove-Item -Recurse -Force ezbookkeeping
+
+      - name: Upload Windows artifact
+        uses: actions/upload-artifact@v4
+        with:
+          name: ezbookkeeping-${{ github.ref_name }}-windows-x64
+          path: ezbookkeeping-${{ github.ref_name }}-windows-x64.zip
+          if-no-files-found: error
+
+  publish-release:
+    runs-on: ubuntu-latest
+    needs:
+      - upload-linux-artifact
+      - build-and-upload-windows-package
+    steps:
+      - name: Download linux-amd64 packaged files
+        uses: actions/download-artifact@v4
+        with:
+          name: ezbookkeeping-${{ github.ref_name }}-linux-amd64
+          path: ./release-files
+
+      - name: Download linux-arm64 packaged files
+        uses: actions/download-artifact@v4
+        with:
+          name: ezbookkeeping-${{ github.ref_name }}-linux-arm64
+          path: ./release-files
+
+      - name: Download linux-armv6 packaged files
+        uses: actions/download-artifact@v4
+        with:
+          name: ezbookkeeping-${{ github.ref_name }}-linux-armv6
+          path: ./release-files
+
+      - name: Download linux-armv7 packaged files
+        uses: actions/download-artifact@v4
+        with:
+          name: ezbookkeeping-${{ github.ref_name }}-linux-armv7
+          path: ./release-files
+
+      - name: Download windows-x64 packaged files
+        uses: actions/download-artifact@v4
+        with:
+          name: ezbookkeeping-${{ github.ref_name }}-windows-x64
+          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 +1,178 @@
+name: Build Snapshot
+
+on:
+  push:
+    branches:
+      - main
+
+jobs:
+  build-linux-docker:
+    runs-on: ubuntu-latest
+    outputs:
+      image-tag: ${{ steps.meta.outputs.version }}
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Docker meta
+        id: meta
+        uses: docker/metadata-action@v5
+        with:
+          images: |
+            ${{ secrets.DOCKER_USERNAME }}/ezbookkeeping
+          tags: |
+            type=raw,value=SNAPSHOT-{{date 'YYYYMMDD'}}.${{ github.run_id }}
+            type=raw,value=SNAPSHOT-{{date 'YYYYMMDD'}}
+            type=raw,value=latest-snapshot
+
+      - name: Set up QEMU
+        uses: docker/setup-qemu-action@v3
+        with:
+          image: tonistiigi/binfmt:qemu-v8.1.5
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+
+      - name: Login to DockerHub
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_PASSWORD }}
+
+      - name: Build and push
+        uses: docker/build-push-action@v6
+        with:
+          file: Dockerfile
+          context: .
+          platforms: |
+            linux/amd64
+            linux/arm64/v8
+            linux/arm/v7
+            linux/arm/v6
+          push: true
+          build-args: |
+            BUILD_PIPELINE=1
+            CHECK_3RD_API=${{ vars.CHECK_3RD_API }}
+            SKIP_TESTS=${{ vars.SKIP_TESTS }}
+          tags: ${{ steps.meta.outputs.tags }}
+          labels: ${{ steps.meta.outputs.labels }}
+
+  upload-linux-artifact:
+    needs: build-linux-docker
+    runs-on: ubuntu-latest
+    strategy:
+      matrix:
+        include:
+          - arch: linux/amd64
+            arch_alias: linux-amd64
+          - arch: linux/arm64/v8
+            arch_alias: linux-arm64
+          - arch: linux/arm/v7
+            arch_alias: linux-armv7
+          - arch: linux/arm/v6
+            arch_alias: linux-armv6
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Login to DockerHub
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_PASSWORD }}
+
+      - name: Pull and save packaged files for ${{ matrix.arch }}
+        run: |
+          TAG=${{ needs.build-linux-docker.outputs.image-tag }}
+          IMAGE=${{ secrets.DOCKER_USERNAME }}/ezbookkeeping:${TAG}
+          docker pull --platform ${{ matrix.arch }} ${IMAGE}
+          cid=$(docker create "${IMAGE}")
+          docker cp ${cid}:/ezbookkeeping ./ezbookkeeping
+          docker rm ${cid}
+          cd ezbookkeeping
+          tar -czf ../ezbookkeeping-dev-${{ github.run_id }}-${{ matrix.arch_alias }}.tar.gz *
+          cd ..
+          rm -rf ezbookkeeping
+
+      - name: Upload artifact
+        uses: actions/upload-artifact@v4
+        with:
+          name: ezbookkeeping-dev-${{ github.run_id }}-${{ matrix.arch_alias }}
+          path: ezbookkeeping-dev-${{ github.run_id }}-${{ matrix.arch_alias }}.tar.gz
+          if-no-files-found: error
+
+  build-and-upload-windows-package:
+    needs: upload-linux-artifact
+    runs-on: windows-latest
+    env:
+      GO_VERSION: "1.25.1"
+      MINGW_VERSION: "14.2.0"
+      MINGW_REVISION: "v12-rev2"
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Download linux-amd64 packaged files
+        uses: actions/download-artifact@v4
+        with:
+          name: ezbookkeeping-dev-${{ github.run_id }}-linux-amd64
+          path: artifacts
+
+      - name: Extract frontend files from linux-amd64 package
+        run: |
+          New-Item -ItemType Directory -Path package
+          tar -xzf (Get-ChildItem artifacts\ezbookkeeping-dev-${{ github.run_id }}-linux-amd64.tar.gz) -C package
+
+      - name: Set up Go
+        uses: actions/setup-go@v6
+        with:
+          go-version: ${{ env.GO_VERSION }}
+
+      - name: Install MinGW
+        run: |
+          $mingwVersion = "${{ env.MINGW_VERSION }}"
+          $mingwRevision = "${{ env.MINGW_REVISION }}"
+          $url = "https://github.com/niXman/mingw-builds-binaries/releases/download/${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
+        env:
+          BUILD_PIPELINE: "1"
+          CHECK_3RD_API: ${{ vars.CHECK_3RD_API }}
+          SKIP_TESTS: ${{ vars.SKIP_TESTS }}
+        run: |
+          .\build.ps1 backend
+
+      - name: Package Windows build
+        run: |
+          New-Item -ItemType Directory -Path "ezbookkeeping"
+          New-Item -ItemType Directory -Path "ezbookkeeping\data"
+          New-Item -ItemType Directory -Path "ezbookkeeping\storage"
+          New-Item -ItemType Directory -Path "ezbookkeeping\log"
+          Copy-Item ezbookkeeping.exe -Destination ezbookkeeping\
+          Copy-Item -Recurse -Force package\public -Destination ezbookkeeping\public
+          Copy-Item -Recurse -Force conf -Destination ezbookkeeping\conf
+          Copy-Item -Recurse -Force templates -Destination ezbookkeeping\templates
+          Copy-Item .\LICENSE -Destination ezbookkeeping\
+          Push-Location ezbookkeeping
+          7z a -r -tzip -mx9 ..\ezbookkeeping-dev-${{ github.run_id }}-windows-x64.zip *
+          Pop-Location
+          Remove-Item -Recurse -Force ezbookkeeping
+
+      - name: Upload Windows artifact
+        uses: actions/upload-artifact@v4
+        with:
+          name: ezbookkeeping-dev-${{ github.run_id }}-windows-x64
+          path: ezbookkeeping-dev-${{ github.run_id }}-windows-x64.zip
+          if-no-files-found: error

.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

@@ -1,51 +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: ${{ secrets.DOCKER_PASSWORD }}
-
-      - name: Build and push
-        uses: docker/build-push-action@v4
-        with:
-          file: Dockerfile
-          context: .
-          platforms: |
-            linux/amd64
-            linux/arm64/v8
-            linux/arm/v7
-            linux/arm/v6
-          push: true
-          build-args: |
-              SKIP_TESTS=${{ vars.SKIP_TESTS }}
-          tags: ${{ steps.meta.outputs.tags }}
-          labels: ${{ steps.meta.outputs.labels }}

.gitignore

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

Dockerfile

@@ -1,8 +1,12 @@
 # Build backend binary file
-FROM golang:1.23.4-alpine3.21 AS be-builder
+FROM golang:1.25.1-alpine3.22 AS be-builder
 ARG RELEASE_BUILD
+ARG BUILD_PIPELINE
+ARG CHECK_3RD_API
 ARG SKIP_TESTS
 ENV RELEASE_BUILD=$RELEASE_BUILD
+ENV BUILD_PIPELINE=$BUILD_PIPELINE
+ENV CHECK_3RD_API=$CHECK_3RD_API
 ENV SKIP_TESTS=$SKIP_TESTS
 WORKDIR /go/src/github.com/mayswind/ezbookkeeping
 COPY . .
@@ -11,9 +15,11 @@ RUN apk add git gcc g++ libc-dev
 RUN ./build.sh backend
 
 # Build frontend files
-FROM --platform=$BUILDPLATFORM node:20.18.1-alpine3.21 AS fe-builder
+FROM --platform=$BUILDPLATFORM node:24.7.0-alpine3.22 AS fe-builder
 ARG RELEASE_BUILD
+ARG BUILD_PIPELINE
 ENV RELEASE_BUILD=$RELEASE_BUILD
+ENV BUILD_PIPELINE=$BUILD_PIPELINE
 WORKDIR /go/src/github.com/mayswind/ezbookkeeping
 COPY . .
 RUN docker/frontend-build-pre-setup.sh
@@ -21,7 +27,7 @@ RUN apk add git
 RUN ./build.sh frontend
 
 # Package docker image
-FROM alpine:3.21.0
+FROM alpine:3.22.1
 LABEL maintainer="MaysWind <i@mayswind.net>"
 RUN addgroup -S -g 1000 ezbookkeeping && adduser -S -G ezbookkeeping -u 1000 ezbookkeeping
 RUN apk --no-cache add tzdata

LICENSE

@@ -1,6 +1,6 @@
 MIT License
 
-Copyright (c) 2020-2024 MaysWind (i@mayswind.net)
+Copyright (c) 2020-2025 MaysWind (i@mayswind.net)
 
 Permission is hereby granted, free of charge, to any person obtaining a copy
 of this software and associated documentation files (the "Software"), to deal

README.md

@@ -1,37 +1,56 @@
 # 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's easy to deploy, and you can start it with just one single Docker command. Designed to be resource-efficient and highly scalable, it can run smoothly on devices as small as a Raspberry Pi, or scale up to NAS, MicroServers, and even large cluster environments.
 
-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**
+    - Optimized for performance, runs smoothly even on low-resource environments
+- **Easy Installation**
+    - Docker-ready
+    - Supports SQLite, MySQL, PostgreSQL
+    - Cross-platform (Windows, macOS, Linux)
+    - Works on x86, amd64, ARM architectures
+- **User-Friendly Interface**
+    - UI optimized for both mobile and desktop
+    - PWA support for native-like mobile experience
+    - Dark mode
+- **AI-Powered Features**
+    - Receipt image recognition
+    - Supports MCP (Model Context Protocol) for AI integration
+- **Powerful Bookkeeping**
+    - Two-level accounts and categories
+    - Attach images to transactions
+    - Location tracking with maps
+    - Recurring transactions
+    - Advanced filtering, search, visualization, and analysis
+- **Localization & Globalization**
+    - Multi-language and multi-currency support
+    - Automatic exchange rates
+    - Multi-timezone awareness
+    - Custom formats for dates, numbers, and currencies
+- **Security**
+    - Two-factor authentication (2FA)
+    - Login rate limiting
+    - Application lock (PIN code / WebAuthn)
+- **Data Import/Export**
+    - Supports CSV, OFX, QFX, QIF, IIF, Camt.053, MT940, GnuCash, Firefly III, Beancount, and more
 
 ## Screenshots
 ### Desktop Version
@@ -41,19 +60,19 @@ Online Demo: [https://ezbookkeeping-demo.mayswind.net](https://ezbookkeeping-dem
 [![ezBookkeeping](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/mobile/en.png)](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/mobile/en.png)
 
 ## Installation
-### Ship with docker
+### Run with Docker
 Visit [Docker Hub](https://hub.docker.com/r/mayswind/ezbookkeeping) to see all images and tags.
 
-Latest Release:
+**Latest Release:**
 
     $ docker run -p8080:8080 mayswind/ezbookkeeping
 
-Latest Daily Build:
+**Latest Daily Build:**
 
     $ docker run -p8080:8080 mayswind/ezbookkeeping:latest-snapshot
 
-### Install from binary
-Latest release: [https://github.com/mayswind/ezbookkeeping/releases](https://github.com/mayswind/ezbookkeeping/releases)
+### Install from Binary
+Download the latest release: [https://github.com/mayswind/ezbookkeeping/releases](https://github.com/mayswind/ezbookkeeping/releases)
 
 **Linux / macOS**
 
@@ -63,9 +82,9 @@ Latest release: [https://github.com/mayswind/ezbookkeeping/releases](https://git
 
     > .\ezbookkeeping.exe server run
 
-ezBookkeeping will listen at port 8080 as default. Then you can visit `http://{YOUR_HOST_ADDRESS}:8080/` .
+By default, ezBookkeeping listens on port 8080. You can then visit `http://{YOUR_HOST_ADDRESS}:8080/` .
 
-### Build from source
+### Build from Source
 Make sure you have [Golang](https://golang.org/), [GCC](http://gcc.gnu.org/), [Node.js](https://nodejs.org/) and [NPM](https://www.npmjs.com/) installed. Then download the source code, and follow these steps:
 
 **Linux / macOS**
@@ -78,17 +97,56 @@ 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
+## Contributing
+We welcome contributions of all kinds.
+
+Found a bug? [Submit an issue](https://github.com/mayswind/ezbookkeeping/issues)
+
+Want to contribute code? Feel free to fork and send a pull request.
+
+Contributions of all kinds — bug reports, feature suggestions, documentation improvements, or code — are highly appreciated.
+
+Check out our [Contributor Graph](https://github.com/mayswind/ezbookkeeping/graphs/contributors) to see the amazing people who've already helped.
+
+## Translating
+Help make ezBookkeeping accessible to users around the world. If you want to contribute a translation, please refer to our [translation guide](https://ezbookkeeping.mayswind.net/translating).
+
+Currently available translations:
+
+| Tag | Language | Contributors |
+| --- | --- | --- |
+| de | Deutsch | [@chrgm](https://github.com/chrgm) |
+| en | English | / |
+| es | Español | [@Miguelonlonlon](https://github.com/Miguelonlonlon) |
+| fr | Français | [@brieucdlf](https://github.com/brieucdlf) |
+| it | Italiano | [@waron97](https://github.com/waron97) |
+| ja | 日本語 | [@tkymmm](https://github.com/tkymmm) |
+| nl | Nederlands | [@automagic](https://github.com/automagics) |
+| pt-BR | Português (Brasil) | [@thecodergus](https://github.com/thecodergus) |
+| ru | Русский | [@artegoser](https://github.com/artegoser) |
+| th | ไทย | [@natthavat28](https://github.com/natthavat28) |
+| uk | Українська | [@nktlitvinenko](https://github.com/nktlitvinenko) |
+| vi | Tiếng Việt | [@f97](https://github.com/f97) |
+| zh-Hans | 中文 (简体) | / |
+| zh-Hant | 中文 (繁體) | / |
+
+Don't see your language? Help us add it.
+
+## Documentation
 1. [English](http://ezbookkeeping.mayswind.net)
-1. [简体中文 (Simplified Chinese)](http://ezbookkeeping.mayswind.net/zh_Hans)
+1. [中文 (简体)](http://ezbookkeeping.mayswind.net/zh_Hans)
 
 ## License
 [MIT](https://github.com/mayswind/ezbookkeeping/blob/master/LICENSE)

build.bat

@@ -112,7 +112,7 @@ 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"
+    for /f %%x in ('git rev-parse --short^=7 HEAD') do set "COMMIT_HASH=%%x"
     call :set_unixtime BUILD_UNIXTIME
     call :set_date BUILD_DATE
 
@@ -191,6 +191,17 @@ goto :pre_parse_args
         )
     )
 
+    if "%NO_TEST%"=="0" (
+        echo Executing frontend unit testing...
+
+        call npm run test
+
+        if !errorlevel! neq 0 (
+            call :echo_red "Error: Failed to pass unit testing"
+            goto :end
+        )
+    )
+
     endlocal
 
     echo Building frontend files(%RELEASE_TYPE%)...
@@ -250,7 +261,7 @@ 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 +1,231 @@
+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 = ""
+$script:BuildUnixTime = ""
+$script:BuildDate = ""
+
+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
+    $script:BuildUnixTime = [int][double]::Parse((Get-Date -UFormat %s))
+    $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

@@ -117,7 +117,7 @@ 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)"
+    COMMIT_HASH="$(git rev-parse --short=7 HEAD)"
     BUILD_UNIXTIME="$(date '+%s')"
 }
 
@@ -179,6 +179,17 @@ build_frontend() {
         fi
     fi
 
+    if [ "$NO_TEST" = "0" ]; then
+        echo "Executing frontend unit testing..."
+
+        npm run test
+
+        if [ "$?" != "0" ]; then
+            echo_red "Error: Failed to pass unit testing"
+            exit 1
+        fi
+    fi
+
     echo "Building frontend files ($RELEASE_TYPE)..."
 
     if [ "$RELEASE" = "0" ]; then

cmd/base.go

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

cmd/cron_jobs.go

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

cmd/database.go

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

cmd/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 {
@@ -158,5 +168,15 @@ func getConfigWithoutSensitiveData(config *settings.Config) *settings.Config {
 	clonedConfig.SecretKey = "****"
 	clonedConfig.AmapApplicationSecret = "****"
 
+	if clonedConfig.WebDAVConfig != nil {
+		clonedConfig.WebDAVConfig.Password = "****"
+	}
+
+	if clonedConfig.ReceiptImageRecognitionLLMConfig != nil {
+		clonedConfig.ReceiptImageRecognitionLLMConfig.OpenAIAPIKey = "****"
+		clonedConfig.ReceiptImageRecognitionLLMConfig.OpenAICompatibleAPIKey = "****"
+		clonedConfig.ReceiptImageRecognitionLLMConfig.OpenRouterAPIKey = "****"
+	}
+
 	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",
@@ -260,6 +260,25 @@ var UserData = &cli.Command{
 					Required: true,
 					Usage:    "Specific user name",
 				},
+				&cli.StringFlag{
+					Name:     "type",
+					Aliases:  []string{"t"},
+					Required: false,
+					Usage:    "Specific token type, supports \"normal\" and \"mcp\", default is \"normal\"",
+				},
+			},
+		},
+		{
+			Name:   "user-session-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",
+				},
 			},
 		},
 		{
@@ -702,7 +721,18 @@ func createNewUserToken(c *core.CliContext) error {
 	}
 
 	username := c.String("username")
-	token, tokenString, err := clis.UserData.CreateNewUserToken(c, username)
+	tokenType := c.String("type")
+
+	if tokenType == "" {
+		tokenType = "normal"
+	}
+
+	if tokenType != "normal" && tokenType != "mcp" {
+		log.CliErrorf(c, "[user_data.createNewUserToken] token type is invalid")
+		return nil
+	}
+
+	token, tokenString, err := clis.UserData.CreateNewUserToken(c, username, tokenType)
 
 	if err != nil {
 		log.CliErrorf(c, "[user_data.createNewUserToken] error occurs when creating user token")
@@ -715,6 +745,26 @@ func createNewUserToken(c *core.CliContext) error {
 	return nil
 }
 
+func revokeUserToken(c *core.CliContext) error {
+	_, err := initializeSystem(c)
+
+	if err != nil {
+		return err
+	}
+
+	token := c.String("token")
+	err = clis.UserData.RevokeUserToken(c, token)
+
+	if err != nil {
+		log.CliErrorf(c, "[user_data.revokeUserToken] error occurs when revoking user token")
+		return err
+	}
+
+	log.CliInfof(c, "[user_data.revokeUserToken] the specified user token has been revoked successfully")
+
+	return nil
+}
+
 func clearUserTokens(c *core.CliContext) error {
 	_, err := initializeSystem(c)
 
@@ -792,7 +842,11 @@ 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
 	}
@@ -891,14 +945,20 @@ func printUserInfo(user *models.User) {
 	fmt.Printf("[Language] %s\n", user.Language)
 	fmt.Printf("[DefaultCurrency] %s\n", user.DefaultCurrency)
 	fmt.Printf("[FirstDayOfWeek] %s (%d)\n", user.FirstDayOfWeek, user.FirstDayOfWeek)
+	fmt.Printf("[FiscalYearStart] %s (%d)\n", user.FiscalYearStart, user.FiscalYearStart)
+	fmt.Printf("[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)

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 +12,14 @@ import (
 	"github.com/gin-gonic/gin"
 	"github.com/gin-gonic/gin/binding"
 	"github.com/go-playground/validator/v10"
-	"github.com/urfave/cli/v2"
+	"github.com/urfave/cli/v3"
 
 	"github.com/mayswind/ezbookkeeping/pkg/api"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/cron"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/mcp"
 	"github.com/mayswind/ezbookkeeping/pkg/middlewares"
 	"github.com/mayswind/ezbookkeeping/pkg/requestid"
 	"github.com/mayswind/ezbookkeeping/pkg/settings"
@@ -29,7 +31,7 @@ import (
 var WebServer = &cli.Command{
 	Name:  "server",
 	Usage: "ezBookkeeping web server operation",
-	Subcommands: []*cli.Command{
+	Commands: []*cli.Command{
 		{
 			Name:   "run",
 			Usage:  "Run ezBookkeeping web server",
@@ -63,6 +65,13 @@ func startWebServer(c *core.CliContext) error {
 		return err
 	}
 
+	err = mcp.InitializeMCPHandlers(config)
+
+	if err != nil {
+		log.BootErrorf(c, "[webserver.startWebServer] initializes mcp handlers failed, because %s", err.Error())
+		return err
+	}
+
 	err = cron.InitializeCronJobSchedulerContainer(c, config, true)
 
 	if err != nil {
@@ -70,7 +79,7 @@ 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)
@@ -98,6 +107,7 @@ func startWebServer(c *core.CliContext) error {
 		_ = v.RegisterValidation("validCurrency", validators.ValidCurrency)
 		_ = v.RegisterValidation("validHexRGBColor", validators.ValidHexRGBColor)
 		_ = v.RegisterValidation("validAmountFilter", validators.ValidAmountFilter)
+		_ = v.RegisterValidation("validFiscalYearStart", validators.ValidateFiscalYearStart)
 	}
 
 	router.NoRoute(bindApi(api.Default.ApiNotFound))
@@ -116,8 +126,13 @@ 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))
 
+	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"))
@@ -206,6 +221,27 @@ func startWebServer(c *core.CliContext) error {
 		qrCodeRoute.GET("/mobile_url.png", bindCachedImage(api.QrCodes.MobileUrlQrCodeHandler, qrCodeCacheStore))
 	}
 
+	if config.EnableMCPServer {
+		mcpRoute := router.Group("/mcp")
+		mcpRoute.Use(bindMiddleware(middlewares.RequestId(config)))
+		mcpRoute.Use(bindMiddleware(middlewares.RequestLog))
+		mcpRoute.Use(bindMiddleware(middlewares.MCPServerIpLimit(config)))
+		mcpRoute.Use(bindMiddleware(middlewares.JWTMCPAuthorization))
+		{
+			mcpRoute.POST("", bindJSONRPCApi(map[string]core.JSONRPCApiHandlerFunc{
+				"initialize":     api.ModelContextProtocols.InitializeHandler,
+				"resources/list": api.ModelContextProtocols.ListResourcesHandler,
+				"resources/read": api.ModelContextProtocols.ReadResourceHandler,
+				"tools/list":     api.ModelContextProtocols.ListToolsHandler,
+				"tools/call":     api.ModelContextProtocols.CallToolHandler,
+				"ping":           api.ModelContextProtocols.PingHandler,
+			}, map[string]int{
+				"notifications/initialized": http.StatusAccepted,
+			}))
+			mcpRoute.GET("", bindApi(api.Default.MethodNotAllowed))
+		}
+	}
+
 	apiRoute := router.Group("/api")
 
 	apiRoute.Use(bindMiddleware(middlewares.RequestId(config)))
@@ -253,6 +289,7 @@ func startWebServer(c *core.CliContext) error {
 		{
 			// Tokens
 			apiV1Route.GET("/tokens/list.json", bindApi(api.Tokens.TokenListHandler))
+			apiV1Route.POST("/tokens/generate/mcp.json", bindApi(api.Tokens.TokenGenerateMCPHandler))
 			apiV1Route.POST("/tokens/revoke.json", bindApi(api.Tokens.TokenRevokeHandler))
 			apiV1Route.POST("/tokens/revoke_all.json", bindApi(api.Tokens.TokenRevokeAllHandler))
 			apiV1Route.POST("/tokens/refresh.json", bindApiWithTokenUpdate(api.Tokens.TokenRefreshHandler, config))
@@ -270,6 +307,11 @@ func startWebServer(c *core.CliContext) error {
 				apiV1Route.POST("/users/verify_email/resend.json", bindApi(api.Users.UserSendVerifyEmailByLoginedUserHandler))
 			}
 
+			// Application Cloud Settings
+			apiV1Route.GET("/users/settings/cloud/get.json", bindApi(api.UserApplicationCloudSettings.ApplicationSettingsGetHandler))
+			apiV1Route.POST("/users/settings/cloud/update.json", bindApi(api.UserApplicationCloudSettings.ApplicationSettingsUpdateHandler))
+			apiV1Route.POST("/users/settings/cloud/disable.json", bindApi(api.UserApplicationCloudSettings.ApplicationSettingsDisableHandler))
+
 			// Two-Factor Authorization
 			if config.EnableTwoFactor {
 				apiV1Route.GET("/users/2fa/status.json", bindApi(api.TwoFactorAuthorizations.TwoFactorStatusHandler))
@@ -281,7 +323,9 @@ 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))
@@ -296,11 +340,13 @@ 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/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/amounts.json", bindApi(api.Transactions.TransactionAmountsHandler))
@@ -310,8 +356,10 @@ func startWebServer(c *core.CliContext) error {
 			apiV1Route.POST("/transactions/delete.json", bindApi(api.Transactions.TransactionDeleteHandler))
 
 			if config.EnableDataImport {
+				apiV1Route.POST("/transactions/parse_dsv_file.json", bindApi(api.Transactions.TransactionParseImportDsvFileDataHandler))
 				apiV1Route.POST("/transactions/parse_import.json", bindApi(api.Transactions.TransactionParseImportFileHandler))
 				apiV1Route.POST("/transactions/import.json", bindApi(api.Transactions.TransactionImportHandler))
+				apiV1Route.GET("/transactions/import/process.json", bindApi(api.Transactions.TransactionImportProcessHandler))
 			}
 
 			// Transaction Pictures
@@ -334,6 +382,7 @@ func startWebServer(c *core.CliContext) error {
 			apiV1Route.GET("/transaction/tags/list.json", bindApi(api.TransactionTags.TagListHandler))
 			apiV1Route.GET("/transaction/tags/get.json", bindApi(api.TransactionTags.TagGetHandler))
 			apiV1Route.POST("/transaction/tags/add.json", bindApi(api.TransactionTags.TagCreateHandler))
+			apiV1Route.POST("/transaction/tags/add_batch.json", bindApi(api.TransactionTags.TagCreateBatchHandler))
 			apiV1Route.POST("/transaction/tags/modify.json", bindApi(api.TransactionTags.TagModifyHandler))
 			apiV1Route.POST("/transaction/tags/hide.json", bindApi(api.TransactionTags.TagHideHandler))
 			apiV1Route.POST("/transaction/tags/move.json", bindApi(api.TransactionTags.TagMoveHandler))
@@ -348,8 +397,20 @@ 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))
 
+			// 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))
 		}
 	}
 
@@ -412,6 +473,56 @@ 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)
@@ -420,7 +531,7 @@ func bindCachedJs(fn core.DataHandlerFunc, store persistence.CacheStore) gin.Han
 		if err != nil {
 			utils.PrintDataErrorResult(c, "text/javascript", err)
 		} else {
-			utils.PrintDataSuccessResult(c, "text/javascript", "", result)
+			utils.PrintDataSuccessResult(c, "text/javascript; charset=utf-8", "", result)
 		}
 	})
 }
@@ -433,7 +544,7 @@ 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)
 		}
 	}
 }
@@ -446,7 +557,7 @@ 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

@@ -37,6 +37,16 @@ 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 +118,7 @@ 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 +142,82 @@ minio_bucket = ezbookkeeping
 # For "minio" storage only, the root path to store files in minio
 minio_root_path = /
 
+# For "webdav" storage only, the webdav url
+webdav_url =
+
+# For "webdav" storage only, the webdav username
+webdav_username =
+
+# For "webdav" storage only, the webdav password
+webdav_password =
+
+# For "webdav" storage only, the webdav root path to store files
+webdav_root_path = /
+
+# For "webdav" storage only, requesting webdav url timeout (0 - 4294967295 milliseconds)
+# Set to 0 to disable timeout for requesting webdav url, default is 10000 (10 seconds)
+webdav_request_timeout = 10000
+
+# For "webdav" storage only, proxy for requesting webdav url, supports "system" (use system proxy), "none" (do not use proxy), or proxy URL which starts with "http://", "https://" or "socks5://", default is "system"
+webdav_proxy = system
+
+# For "webdav" storage only, set to true to skip tls verification when connect webdav
+webdav_skip_tls_verify = false
+
+[llm]
+# Set to true to enable creating transactions from AI image recognition results, requires "llm_provider" and its related model id to be configured properly in "llm_image_recognition" section
+transaction_from_ai_image_recognition = false
+
+# Maximum allowed AI recognition picture file size (1 - 4294967295 bytes)
+max_ai_recognition_picture_size = 10485760
+
+[llm_image_recognition]
+# Large Language Model (LLM) provider for receipt image recognition, supports the following types: "openai", "openai_compatible", "openrouter", "ollama", "google_ai"
+llm_provider =
+
+# For "openai" llm provider only, OpenAI API secret key, please visit https://platform.openai.com/api-keys for more information
+openai_api_key =
+
+# For "openai" llm provider only, receipt image recognition model for creating transactions from images
+openai_model_id =
+
+# For "openai_compatible" llm provider only, OpenAI compatible API base url, e.g. "https://api.openai.com/v1/"
+openai_compatible_base_url =
+
+# For "openai_compatible" llm provider only, OpenAI compatible API secret key
+openai_compatible_api_key =
+
+# For "openai_compatible" llm provider only, receipt image recognition model for creating transactions from images
+openai_compatible_model_id =
+
+# For "openrouter" llm provider only, OpenRouter API key, please visit https://openrouter.ai/settings/keys for more information
+openrouter_api_key =
+
+# For "openrouter" llm provider only, receipt image recognition model for creating transactions from images
+openrouter_model_id =
+
+# For "ollama" llm provider only, Ollama server url, e.g. "http://127.0.0.1:11434/"
+ollama_server_url =
+
+# For "ollama" llm provider only, receipt image recognition model for creating transactions from images
+ollama_model_id =
+
+# For "google_ai" llm provider only, Google AI Studio API key, please visit https://aistudio.google.com/apikey for more information
+google_ai_api_key =
+
+# For "google_ai" llm provider only, receipt image recognition model for creating transactions from images
+google_ai_model_id =
+
+# Requesting large language model api timeout (0 - 4294967295 milliseconds)
+# Set to 0 to disable timeout for requesting large language model api, default is 60000 (60 seconds)
+request_timeout = 60000
+
+# Proxy for ezbookkeeping server requesting large language model api, supports "system" (use system proxy), "none" (do not use proxy), or proxy URL which starts with "http://", "https://" or "socks5://", default is "system"
+proxy = system
+
+# Set to true to skip tls verification when request large language model api
+skip_tls_verify = false
+
 [uuid]
 # Uuid generator type, supports "internal" currently
 generator_type = internal
@@ -161,9 +247,6 @@ 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 +263,21 @@ 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
+# 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 two-factor authorization
+enable_two_factor = true
+
+# 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
 
 [user]
 # Set to true to allow users to register account by themselves
@@ -193,12 +289,6 @@ 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
 
@@ -230,6 +320,8 @@ max_user_avatar_size = 1048576
 # 9: Import Transactions
 # 10: Export Transactions
 # 11: Clear All Data
+# 12: Sync Application Settings
+# 13: MCP (Model Context Protocol) Access
 default_feature_restrictions =
 
 [data]
@@ -248,7 +340,7 @@ 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 Simplified Chinese
+# For example, login_page_tips_content_zh_hans means the notification content in Chinese (Simplified)
 login_page_tips_content =
 
 [notification]
@@ -257,7 +349,7 @@ 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
@@ -315,7 +407,7 @@ 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 =
@@ -354,8 +446,10 @@ custom_map_tile_server_default_zoom_level = 14
 # "national_bank_of_romania": https://www.bnr.ro/Exchange-rates-1224.aspx
 # "bank_of_russia": https://www.cbr.ru/eng/currency_base/daily/
 # "swiss_national_bank": https://www.snb.ch/en/the-snb/mandates-goals/statistics/statistics-pub/current_interest_exchange_rates
+# "national_bank_of_ukraine": https://bank.gov.ua/ua/markets/exchangerates
 # "central_bank_of_uzbekistan": https://cbu.uz/en/arkhiv-kursov-valyut/
 # "international_monetary_fund": https://www.imf.org/external/np/fin/data/param_rms_mth.aspx
+# "user_custom": users set their own exchange rates data in the UI
 data_source = euro_central_bank
 
 # Requesting exchange rates data timeout (0 - 4294967295 milliseconds)

eslint.config.mjs

@@ -1,36 +1,31 @@
-import globals from 'globals';
+import pluginVue from 'eslint-plugin-vue';
+import vueTsEslintConfig from '@vue/eslint-config-typescript';
 
-import path from 'node:path';
-import { fileURLToPath } from 'node:url';
-
-import js from '@eslint/js';
-import { FlatCompat } from '@eslint/eslintrc';
-import { includeIgnoreFile } from '@eslint/compat';
-
-const __filename = fileURLToPath(import.meta.url);
-const __dirname = path.dirname(__filename);
-const gitignorePath = path.resolve(__dirname, '.gitignore');
-
-const compat = new FlatCompat({
-    baseDirectory: __dirname,
-    recommendedConfig: js.configs.recommended,
-    allConfig: js.configs.all
-});
-
-export default [...compat.extends('eslint:recommended', 'plugin:vue/vue3-essential'),
-    includeIgnoreFile(gitignorePath), {
-    languageOptions: {
-        globals: {
-            ...globals.node,
+export default [
+    ...pluginVue.configs['flat/essential'],
+    ...vueTsEslintConfig(),
+    {
+        languageOptions: {
+            parserOptions: {
+                projectService: true,
+                tsconfigRootDir: import.meta.dirname,
+            }
         },
     },
-    files: [
-        "**/*.{vue,js,jsx,cjs,mjs}"
-    ],
-    rules: {
-        'vue/no-use-v-if-with-v-for': 'off',
-        'vue/valid-v-slot': ['error', {
-            allowModifiers: true,
-        }],
+    {
+        ignores: [
+            'dist/**',
+            '**/*.{js,jsx,cjs,mjs}'
+        ]
     },
-}];
+    {
+        files: [
+            '**/*.{vue,ts,tsx,mts,js,jsx,cjs,mjs}'
+        ],
+        rules: {
+            'vue/valid-v-slot': ['error', {
+                allowModifiers: true
+            }]
+        }
+    },
+];

etc/systemd/ezbookkeeping.service

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

ezbookkeeping.go

@@ -1,12 +1,13 @@
 package main
 
 import (
+	"context"
 	"fmt"
 	"log"
 	"os"
 	"strings"
 
-	"github.com/urfave/cli/v2"
+	"github.com/urfave/cli/v3"
 
 	"github.com/mayswind/ezbookkeeping/cmd"
 	"github.com/mayswind/ezbookkeeping/pkg/settings"
@@ -27,10 +28,11 @@ var (
 func main() {
 	settings.Version = Version
 	settings.CommitHash = CommitHash
+	settings.BuildTime = BuildUnixTime
 
-	app := &cli.App{
+	cmd := &cli.Command{
 		Name:    "ezBookkeeping",
-		Usage:   "A lightweight personal bookkeeping app hosted by yourself.",
+		Usage:   "A lightweight, self-hosted personal finance app with a 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 +1,98 @@
 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/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 v2.12.3
-	github.com/go-playground/validator/v10 v10.22.1
-	github.com/go-sql-driver/mysql v1.8.1
-	github.com/golang-jwt/jwt/v5 v5.2.1
+	github.com/gin-contrib/cache v1.4.1
+	github.com/gin-contrib/gzip v1.2.3
+	github.com/gin-gonic/gin v1.10.1
+	github.com/go-co-op/gocron/v2 v2.16.5
+	github.com/go-playground/validator/v10 v10.27.0
+	github.com/go-sql-driver/mysql v1.9.3
+	github.com/golang-jwt/jwt/v5 v5.3.0
+	github.com/invopop/jsonschema v0.13.0
 	github.com/lib/pq v1.10.9
-	github.com/mattn/go-sqlite3 v1.14.24
-	github.com/minio/minio-go/v7 v7.0.80
+	github.com/mattn/go-sqlite3 v1.14.32
+	github.com/minio/minio-go/v7 v7.0.95
 	github.com/patrickmn/go-cache v2.1.0+incompatible
-	github.com/pquerna/otp v1.4.0
+	github.com/pquerna/otp v1.5.0
 	github.com/sirupsen/logrus v1.9.3
-	github.com/stretchr/testify v1.9.0
-	github.com/urfave/cli/v2 v2.27.4
+	github.com/stretchr/testify v1.11.1
+	github.com/urfave/cli/v3 v3.4.1
 	github.com/wk8/go-ordered-map/v2 v2.1.8
-	golang.org/x/crypto v0.28.0
-	golang.org/x/net v0.30.0
-	golang.org/x/text v0.19.0
+	github.com/xuri/excelize/v2 v2.9.0
+	golang.org/x/crypto v0.41.0
+	golang.org/x/net v0.43.0
+	golang.org/x/text v0.28.0
 	gopkg.in/ini.v1 v1.67.0
 	gopkg.in/mail.v2 v2.3.1
 	xorm.io/builder v0.3.13
-	xorm.io/xorm v1.3.9
+	xorm.io/xorm v1.3.10
 )
 
 require (
 	filippo.io/edwards25519 v1.1.0 // indirect
 	github.com/bahlo/generic-list-go v0.2.0 // indirect
-	github.com/bradfitz/gomemcache v0.0.0-20230905024940-24af94b03874 // indirect
+	github.com/bradfitz/gomemcache v0.0.0-20250403215159-8d39553ac7cf // indirect
 	github.com/buger/jsonparser v1.1.1 // indirect
-	github.com/bytedance/sonic v1.11.6 // indirect
-	github.com/bytedance/sonic/loader v0.1.1 // indirect
+	github.com/bytedance/sonic v1.13.3 // indirect
+	github.com/bytedance/sonic/loader v0.2.4 // indirect
+	github.com/cespare/xxhash/v2 v2.3.0 // indirect
 	github.com/chenzhuoyu/base64x v0.0.0-20230717121745-296ad89f973d // indirect
 	github.com/chenzhuoyu/iasm v0.9.1 // indirect
-	github.com/cloudwego/base64x v0.1.4 // indirect
+	github.com/cloudwego/base64x v0.1.5 // indirect
 	github.com/cloudwego/iasm v0.2.0 // indirect
-	github.com/cpuguy83/go-md2man/v2 v2.0.4 // indirect
+	github.com/cpuguy83/go-md2man/v2 v2.0.5 // indirect
 	github.com/davecgh/go-spew v1.1.1 // indirect
 	github.com/dustin/go-humanize v1.0.1 // indirect
 	github.com/extrame/goyymmdd v0.0.0-20210114090516-7cc815f00d1a // indirect
 	github.com/extrame/ole2 v0.0.0-20160812065207-d69429661ad7 // indirect
-	github.com/gabriel-vasile/mimetype v1.4.3 // indirect
-	github.com/gin-contrib/sse v0.1.0 // indirect
+	github.com/gabriel-vasile/mimetype v1.4.9 // indirect
+	github.com/gin-contrib/sse v1.1.0 // indirect
 	github.com/go-ini/ini v1.67.0 // indirect
 	github.com/go-playground/locales v0.14.1 // indirect
 	github.com/go-playground/universal-translator v0.18.1 // indirect
-	github.com/goccy/go-json v0.10.3 // indirect
+	github.com/goccy/go-json v0.10.5 // indirect
 	github.com/golang/snappy v0.0.4 // indirect
-	github.com/gomodule/redigo v1.8.9 // indirect
+	github.com/gomodule/redigo v1.9.2 // indirect
 	github.com/google/uuid v1.6.0 // indirect
-	github.com/jonboulle/clockwork v0.4.0 // indirect
+	github.com/jonboulle/clockwork v0.5.0 // indirect
 	github.com/json-iterator/go v1.1.12 // indirect
-	github.com/klauspost/compress v1.17.11 // indirect
-	github.com/klauspost/cpuid/v2 v2.2.8 // indirect
+	github.com/klauspost/compress v1.18.0 // indirect
+	github.com/klauspost/cpuid/v2 v2.2.11 // indirect
 	github.com/leodido/go-urn v1.4.0 // indirect
 	github.com/mailru/easyjson v0.7.7 // indirect
 	github.com/mattn/go-isatty v0.0.20 // indirect
 	github.com/memcachier/mc/v3 v3.0.3 // indirect
+	github.com/minio/crc64nvme v1.0.2 // 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/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 v1.6.0 // indirect
 	github.com/russross/blackfriday/v2 v2.1.0 // indirect
 	github.com/syndtr/goleveldb v1.0.0 // indirect
 	github.com/tealeg/xlsx v1.0.5 // indirect
+	github.com/tiendc/go-deepcopy v1.6.0 // indirect
+	github.com/tinylib/msgp v1.3.0 // indirect
 	github.com/twitchyliquid64/golang-asm v0.15.1 // indirect
-	github.com/ugorji/go/codec v1.2.12 // indirect
+	github.com/ugorji/go/codec v1.2.14 // indirect
 	github.com/xrash/smetrics v0.0.0-20240521201337-686a1a2994c1 // indirect
-	golang.org/x/arch v0.8.0 // indirect
+	github.com/xuri/efp v0.0.1 // indirect
+	github.com/xuri/nfp v0.0.1 // indirect
+	golang.org/x/arch v0.18.0 // indirect
 	golang.org/x/exp v0.0.0-20240613232115-7f521ea00fb8 // indirect
-	golang.org/x/sys v0.26.0 // indirect
-	google.golang.org/protobuf v1.34.1 // indirect
+	golang.org/x/sys v0.35.0 // indirect
+	google.golang.org/protobuf v1.36.6 // indirect
 	gopkg.in/alexcesaro/quotedprintable.v3 v3.0.0-20150716171945-2caba252f4dc // indirect
 	gopkg.in/yaml.v3 v3.0.1 // indirect
 )

go.sum

@@ -4,29 +4,30 @@ 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/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=
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+golang.org/x/text v0.28.0 h1:rhazDwis8INMIwQ4tpjLDzUhx6RlXqZNPEM0huQojng=
+golang.org/x/text v0.28.0/go.mod h1:U8nCwOR8jO/marOQ0QbDiOngZVEBB7MAiitBuMjXiNU=
+google.golang.org/protobuf v1.36.6 h1:z1NpPI8ku2WgiWnf+t9wTPsn6eP1L7ksHUlkfLvd9xY=
+google.golang.org/protobuf v1.36.6/go.mod h1:jduwjTPXsFjZGTmRluh+L6NjiWu7pchiJ2/5YcXBHnY=
 gopkg.in/alexcesaro/quotedprintable.v3 v3.0.0-20150716171945-2caba252f4dc h1:2gGKlE2+asNV9m7xrywl36YYNnBG5ZQ0r/BOOxqPpmk=
 gopkg.in/alexcesaro/quotedprintable.v3 v3.0.0-20150716171945-2caba252f4dc/go.mod h1:m7x9LTH6d71AHyAX77c9yqWCCa3UKHcVEj9y7hAtKDk=
 gopkg.in/check.v1 v0.0.0-20161208181325-20d25e280405/go.mod h1:Co6ibVJAznAaIkqp8huTwlJQCZ016jof/cbN4VW5Yz0=
@@ -198,5 +215,5 @@ 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 v1.3.10 h1:yR83hTT4mKIPyA/lvWFTzS35xjLwkiYnwdw0Qupeh0o=
+xorm.io/xorm v1.3.10/go.mod h1:Lo7hmsFF0F0GbDE7ubX5ZKa+eCf0eCuiJAUG3oI5cxQ=

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": "0.7.0",
+  "version": "1.1.0",
   "private": true,
   "repository": {
     "type": "git",
@@ -15,12 +15,13 @@
     "serve": "cross-env NODE_ENV=development vite",
     "build": "cross-env NODE_ENV=production vite build",
     "serve:dist": "vite preview",
-    "lint": "eslint . --fix"
+    "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": "^10.0.0",
-    "axios": "^1.7.7",
+    "@vuepic/vue-datepicker": "^11.0.2",
+    "axios": "^1.11.0",
     "cbor-js": "^0.1.0",
     "clipboard": "^2.0.11",
     "crypto-js": "^4.2.0",
@@ -29,42 +30,61 @@
     "framework7": "^8.3.4",
     "framework7-icons": "^5.0.5",
     "framework7-vue": "^8.3.4",
+    "jalaali-js": "^1.2.8",
     "leaflet": "^1.9.4",
     "line-awesome": "^1.3.0",
     "moment": "^2.30.1",
-    "moment-timezone": "^0.5.46",
-    "pinia": "^2.2.5",
+    "moment-timezone": "^0.6.0",
+    "pinia": "^3.0.3",
     "register-service-worker": "^1.7.2",
     "skeleton-elements": "^4.0.1",
     "swiper": "^10.2.0",
     "ua-parser-js": "^1.0.39",
-    "vue": "^3.5.12",
+    "vue": "^3.5.21",
     "vue-echarts": "^7.0.3",
-    "vue-i18n": "^10.0.4",
-    "vue-router": "^4.4.5",
+    "vue-i18n": "^11.1.12",
+    "vue-router": "^4.5.1",
     "vue3-perfect-scrollbar": "^2.0.0",
     "vuedraggable": "^4.1.0",
-    "vuetify": "^3.7.3"
+    "vuetify": "^3.9.7"
   },
   "devDependencies": {
-    "@eslint/compat": "^1.2.2",
-    "@eslint/eslintrc": "^3.1.0",
-    "@eslint/js": "^9.14.0",
-    "@vitejs/plugin-vue": "^5.1.4",
-    "cross-env": "^7.0.3",
-    "eslint": "^9.14.0",
-    "eslint-plugin-vue": "^9.30.0",
+    "@jest/globals": "^30.1.2",
+    "@tsconfig/node24": "^24.0.1",
+    "@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": "^24.3.1",
+    "@types/ua-parser-js": "^0.7.39",
+    "@vitejs/plugin-vue": "^6.0.1",
+    "@vue/eslint-config-typescript": "^14.6.0",
+    "@vue/tsconfig": "^0.8.1",
+    "cross-env": "^10.0.0",
+    "eslint": "^9.35.0",
+    "eslint-plugin-vue": "^10.4.0",
     "git-rev-sync": "^3.0.2",
-    "globals": "^15.11.0",
-    "postcss-preset-env": "^10.0.9",
-    "sass": "^1.80.6",
-    "vite": "^5.4.10",
-    "vite-plugin-pwa": "^0.20.5",
-    "vite-plugin-vuetify": "^2.0.4"
+    "jest": "^30.1.3",
+    "postcss-preset-env": "^10.3.1",
+    "sass": "^1.92.1",
+    "ts-jest": "^29.4.1",
+    "ts-node": "^10.9.2",
+    "typescript": "^5.9.2",
+    "vite": "^7.1.4",
+    "vite-plugin-checker": "^0.10.3",
+    "vite-plugin-pwa": "^1.0.3",
+    "vite-plugin-vuetify": "^2.1.2",
+    "vue-tsc": "^3.0.6"
   },
   "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,
@@ -284,7 +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 {
@@ -308,11 +311,27 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
 	}
 
+	if accountModifyReq.Id <= 0 {
+		return nil, errs.ErrAccountIdInvalid
+	}
+
+	utcOffset, err := c.GetClientTimezoneOffset()
+
+	if err != nil {
+		log.Warnf(c, "[accounts.AccountModifyHandler] cannot get client timezone offset, because %s", err.Error())
+		return nil, errs.ErrClientTimezoneOffsetInvalid
+	}
+
 	if accountModifyReq.Category < models.ACCOUNT_CATEGORY_CASH || accountModifyReq.Category > models.ACCOUNT_CATEGORY_CERTIFICATE_OF_DEPOSIT {
 		log.Warnf(c, "[accounts.AccountModifyHandler] account category invalid, category is %d", accountModifyReq.Category)
 		return nil, errs.ErrAccountCategoryInvalid
 	}
 
+	if accountModifyReq.Category != models.ACCOUNT_CATEGORY_CREDIT_CARD && accountModifyReq.CreditCardStatementDate != 0 {
+		log.Warnf(c, "[accounts.AccountModifyHandler] cannot set statement date with category \"%d\"", accountModifyReq.Category)
+		return nil, errs.ErrCannotSetStatementDateForNonCreditCard
+	}
+
 	uid := c.GetCurrentUid()
 	accountAndSubAccounts, err := a.accounts.GetAccountAndSubAccountsByAccountId(c, uid, accountModifyReq.Id)
 
@@ -328,20 +347,81 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 		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.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
+	if accountModifyReq.Balance != nil {
+		return nil, errs.ErrNotSupportedChangeBalance
 	}
 
-	if mainAccount.Type == models.ACCOUNT_TYPE_MULTI_SUB_ACCOUNTS {
+	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++ {
-			subAccount := accountModifyReq.SubAccounts[i]
+			subAccountReq := accountModifyReq.SubAccounts[i]
 
-			if subAccount.CreditCardStatementDate != 0 {
+			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
 			}
@@ -350,6 +430,9 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 
 	anythingUpdate := false
 	var toUpdateAccounts []*models.Account
+	var toAddAccounts []*models.Account
+	var toAddAccountBalanceTimes []int64
+	var toDeleteAccountIds []int64
 
 	toUpdateAccount := a.getToUpdateAccount(uid, &accountModifyReq, mainAccount, false)
 
@@ -358,18 +441,43 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 		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], true)
-
-		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)
+			}
 		}
 	}
 
@@ -377,7 +485,43 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 		return nil, errs.ErrNothingWillBeUpdated
 	}
 
-	err = a.accounts.ModifyAccounts(c, uid, toUpdateAccounts)
+	if len(toAddAccounts) > 0 && a.CurrentConfig().EnableDuplicateSubmissionsCheck && accountModifyReq.ClientSessionId != "" {
+		found, remark := a.GetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_SUBACCOUNT, uid, accountModifyReq.ClientSessionId)
+
+		if found {
+			log.Infof(c, "[accounts.AccountModifyHandler] another account \"id:%s\" modification has been created for user \"uid:%d\"", remark, uid)
+			accountId, err := utils.StringToInt64(remark)
+
+			if err == nil {
+				accountAndSubAccounts, err := a.accounts.GetAccountAndSubAccountsByAccountId(c, uid, accountId)
+
+				if err != nil {
+					log.Errorf(c, "[accounts.AccountModifyHandler] failed to get existed account \"id:%d\" for user \"uid:%d\", because %s", accountId, uid, err.Error())
+					return nil, errs.Or(err, errs.ErrOperationFailed)
+				}
+
+				accountMap := a.accounts.GetAccountMapByList(accountAndSubAccounts)
+				mainAccount, exists := accountMap[accountId]
+
+				if !exists {
+					return nil, errs.ErrOperationFailed
+				}
+
+				accountInfoResp := mainAccount.ToAccountInfoResponse()
+
+				for i := 0; i < len(accountAndSubAccounts); i++ {
+					if accountAndSubAccounts[i].ParentAccountId == mainAccount.AccountId {
+						subAccountResp := accountAndSubAccounts[i].ToAccountInfoResponse()
+						accountInfoResp.SubAccounts = append(accountInfoResp.SubAccounts, subAccountResp)
+					}
+				}
+
+				return accountInfoResp, nil
+			}
+		}
+	}
+
+	err = a.accounts.ModifyAccounts(c, mainAccount, toUpdateAccounts, toAddAccounts, toAddAccountBalanceTimes, toDeleteAccountIds, utcOffset)
 
 	if err != nil {
 		log.Errorf(c, "[accounts.AccountModifyHandler] failed to update account \"id:%d\" for user \"uid:%d\", because %s", accountModifyReq.Id, uid, err.Error())
@@ -386,6 +530,10 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 
 	log.Infof(c, "[accounts.AccountModifyHandler] user \"uid:%d\" has updated account \"id:%d\" successfully", uid, accountModifyReq.Id)
 
+	if len(toAddAccounts) > 0 {
+		a.SetSubmissionRemarkIfEnable(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_SUBACCOUNT, uid, accountModifyReq.ClientSessionId, utils.Int64ToString(mainAccount.AccountId))
+	}
+
 	accountRespMap := make(map[int64]*models.AccountInfoResponse)
 
 	for i := 0; i < len(toUpdateAccounts); i++ {
@@ -402,11 +550,23 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 		accountRespMap[accountResp.Id] = accountResp
 	}
 
+	for i := 0; i < len(toAddAccounts); i++ {
+		account := toAddAccounts[i]
+		accountResp := account.ToAccountInfoResponse()
+		accountRespMap[accountResp.Id] = accountResp
+	}
+
+	deletedAccountIds := make(map[int64]bool)
+
+	for i := 0; i < len(toDeleteAccountIds); i++ {
+		deletedAccountIds[toDeleteAccountIds[i]] = true
+	}
+
 	for i := 0; i < len(accountAndSubAccounts); i++ {
 		oldAccount := accountAndSubAccounts[i]
 		_, exists := accountRespMap[oldAccount.AccountId]
 
-		if !exists {
+		if !exists && !deletedAccountIds[oldAccount.AccountId] {
 			oldAccountResp := oldAccount.ToAccountInfoResponse()
 			accountRespMap[oldAccountResp.Id] = oldAccountResp
 		}
@@ -415,8 +575,19 @@ func (a *AccountsApi) AccountModifyHandler(c *core.WebContext) (any, *errs.Error
 	accountResp := accountRespMap[accountModifyReq.Id]
 
 	for i := 0; i < len(accountAndSubAccounts); i++ {
-		if accountAndSubAccounts[i].ParentAccountId == accountResp.Id {
-			subAccountResp := accountRespMap[accountAndSubAccounts[i].AccountId]
+		account := accountAndSubAccounts[i]
+
+		if account.ParentAccountId == accountResp.Id && !deletedAccountIds[account.AccountId] {
+			subAccountResp := accountRespMap[account.AccountId]
+			accountResp.SubAccounts = append(accountResp.SubAccounts, subAccountResp)
+		}
+	}
+
+	for i := 0; i < len(toAddAccounts); i++ {
+		account := toAddAccounts[i]
+
+		if account.ParentAccountId == accountResp.Id {
+			subAccountResp := accountRespMap[account.AccountId]
 			accountResp.SubAccounts = append(accountResp.SubAccounts, subAccountResp)
 		}
 	}
@@ -505,6 +676,28 @@ func (a *AccountsApi) AccountDeleteHandler(c *core.WebContext) (any, *errs.Error
 	return true, nil
 }
 
+// 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{}
 
@@ -527,6 +720,24 @@ func (a *AccountsApi) createNewAccountModel(uid int64, accountCreateReq *models.
 	}
 }
 
+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, nil
@@ -584,3 +795,27 @@ func (a *AccountsApi) getToUpdateAccount(uid int64, accountModifyReq *models.Acc
 
 	return nil
 }
+
+func (a *AccountsApi) getToDeleteSubAccountIds(accountModifyReq *models.AccountModifyRequest, mainAccount *models.Account, accountAndSubAccounts []*models.Account) []int64 {
+	newSubAccountIds := make(map[int64]bool, len(accountModifyReq.SubAccounts))
+
+	for i := 0; i < len(accountModifyReq.SubAccounts); i++ {
+		newSubAccountIds[accountModifyReq.SubAccounts[i].Id] = true
+	}
+
+	toDeleteAccountIds := make([]int64, 0)
+
+	for i := 0; i < len(accountAndSubAccounts); i++ {
+		subAccount := accountAndSubAccounts[i]
+
+		if subAccount.AccountId == mainAccount.AccountId {
+			continue
+		}
+
+		if _, exists := newSubAccountIds[subAccount.AccountId]; !exists {
+			toDeleteAccountIds = append(toDeleteAccountIds, subAccount.AccountId)
+		}
+	}
+
+	return toDeleteAccountIds
+}

pkg/api/authorizations.go

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

pkg/api/base.go

@@ -5,9 +5,13 @@ import (
 	"sort"
 
 	"github.com/mayswind/ezbookkeeping/pkg/avatars"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/duplicatechecker"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
 	"github.com/mayswind/ezbookkeeping/pkg/models"
 	"github.com/mayswind/ezbookkeeping/pkg/settings"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
 )
 
 const internalTransactionPictureUrlFormat = "%spictures/%d.%s"
@@ -19,7 +23,7 @@ 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 +53,15 @@ 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 +72,15 @@ 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 +91,20 @@ 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 +113,79 @@ func (a *ApiUsingDuplicateChecker) GetSubmissionRemark(checkerType duplicatechec
 	return a.container.GetSubmissionRemark(checkerType, uid, identification)
 }
 
-// SetSubmissionRemark saves the identification and remark to in-memory cache by the current duplicate checker
-func (a *ApiUsingDuplicateChecker) SetSubmissionRemark(checkerType duplicatechecker.DuplicateCheckerType, uid int64, identification string, remark string) {
-	a.container.SetSubmissionRemark(checkerType, uid, identification, remark)
+// SetSubmissionRemarkIfEnable saves the identification and remark by the current duplicate checker if the duplicate submission check is enabled
+func (a *ApiUsingDuplicateChecker) SetSubmissionRemarkIfEnable(checkerType duplicatechecker.DuplicateCheckerType, uid int64, identification string, remark string) {
+	if a.CurrentConfig().EnableDuplicateSubmissionsCheck {
+		a.container.SetSubmissionRemark(checkerType, uid, identification, remark)
+	}
+}
+
+// RemoveSubmissionRemarkIfEnable removes the identification and remark by the current duplicate checker if the duplicate submission check is enabled
+func (a *ApiUsingDuplicateChecker) RemoveSubmissionRemarkIfEnable(checkerType duplicatechecker.DuplicateCheckerType, uid int64, identification string) {
+	if a.CurrentConfig().EnableDuplicateSubmissionsCheck {
+		a.container.RemoveSubmissionRemark(checkerType, uid, identification)
+	}
+}
+
+// CheckFailureCount returns whether the failure count of the specified IP and user has reached the limit and increases the failure count
+func (a *ApiUsingDuplicateChecker) CheckFailureCount(c *core.WebContext, uid int64) error {
+	if a.CurrentConfig().MaxFailuresPerIpPerMinute > 0 {
+		clientIp := c.ClientIP()
+		ipFailureCount := a.container.GetFailureCount(clientIp)
+
+		if ipFailureCount >= a.CurrentConfig().MaxFailuresPerIpPerMinute {
+			log.Warnf(c, "[base.CheckFailureCount] operation failure via IP \"%s\", current failure count: %d reached the limit", clientIp, ipFailureCount)
+			return errs.ErrFailureCountLimitReached
+		}
+	}
+
+	if a.CurrentConfig().MaxFailuresPerUserPerMinute > 0 && uid > 0 {
+		uidFailureCount := a.container.GetFailureCount(utils.Int64ToString(uid))
+
+		if uidFailureCount >= a.CurrentConfig().MaxFailuresPerUserPerMinute {
+			log.Warnf(c, "[base.CheckFailureCount] operation failure via uid \"%d\", current failure count: %d reached the limit", uid, uidFailureCount)
+			return errs.ErrFailureCountLimitReached
+		}
+	}
+
+	return nil
+}
+
+// CheckAndIncreaseFailureCount returns whether the failure count of the specified IP and user has reached the limit and increases the failure count
+func (a *ApiUsingDuplicateChecker) CheckAndIncreaseFailureCount(c *core.WebContext, uid int64) error {
+	clientIp := c.ClientIP()
+	ipFailureCount := uint32(0)
+	uidFailureCount := uint32(0)
+
+	if a.CurrentConfig().MaxFailuresPerIpPerMinute > 0 {
+		ipFailureCount = a.container.GetFailureCount(clientIp)
+	}
+
+	if a.CurrentConfig().MaxFailuresPerUserPerMinute > 0 && uid > 0 {
+		uidFailureCount = a.container.GetFailureCount(utils.Int64ToString(uid))
+	}
+
+	if a.CurrentConfig().MaxFailuresPerIpPerMinute > 0 && ipFailureCount < a.CurrentConfig().MaxFailuresPerIpPerMinute {
+		log.Warnf(c, "[base.CheckAndIncreaseFailureCount] operation failure via IP \"%s\", previous failure count: %d", clientIp, ipFailureCount)
+		a.container.IncreaseFailureCount(clientIp)
+	}
+
+	if a.CurrentConfig().MaxFailuresPerUserPerMinute > 0 && uid > 0 && uidFailureCount < a.CurrentConfig().MaxFailuresPerUserPerMinute {
+		log.Warnf(c, "[base.CheckAndIncreaseFailureCount] operation failure via uid \"%d\", previous failure count: %d", uid, uidFailureCount)
+		a.container.IncreaseFailureCount(utils.Int64ToString(uid))
+	}
+
+	if a.CurrentConfig().MaxFailuresPerIpPerMinute > 0 && ipFailureCount >= a.CurrentConfig().MaxFailuresPerIpPerMinute {
+		log.Warnf(c, "[base.CheckAndIncreaseFailureCount] operation failure via IP \"%s\", current failure count: %d reached the limit", clientIp, ipFailureCount)
+		return errs.ErrFailureCountLimitReached
+	}
+
+	if a.CurrentConfig().MaxFailuresPerUserPerMinute > 0 && uid > 0 && uidFailureCount >= a.CurrentConfig().MaxFailuresPerUserPerMinute {
+		log.Warnf(c, "[base.CheckAndIncreaseFailureCount] operation failure via uid \"%d\", current failure count: %d reached the limit", uid, uidFailureCount)
+		return errs.ErrFailureCountLimitReached
+	}
+
+	return nil
 }
 
 // ApiUsingAvatarProvider represents an api that need to use avatar provider

pkg/api/data_managements.go

@@ -15,19 +15,21 @@ 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
+	pictures                *services.TransactionPictureService
+	templates               *services.TransactionTemplateService
+	userCustomExchangeRates *services.UserCustomExchangeRatesService
 }
 
 // Initialize a data management api singleton instance
@@ -36,14 +38,15 @@ var (
 		ApiUsingConfig: ApiUsingConfig{
 			container: settings.Container,
 		},
-		tokens:       services.Tokens,
-		users:        services.Users,
-		accounts:     services.Accounts,
-		transactions: services.Transactions,
-		categories:   services.TransactionCategories,
-		tags:         services.TransactionTags,
-		pictures:     services.TransactionPictures,
-		templates:    services.TransactionTemplates,
+		tokens:                  services.Tokens,
+		users:                   services.Users,
+		accounts:                services.Accounts,
+		transactions:            services.Transactions,
+		categories:              services.TransactionCategories,
+		tags:                    services.TransactionTags,
+		pictures:                services.TransactionPictures,
+		templates:               services.TransactionTemplates,
+		userCustomExchangeRates: services.UserCustomExchangeRates,
 	}
 )
 
@@ -122,13 +125,13 @@ 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 +140,7 @@ 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
@@ -154,32 +157,134 @@ func (a *DataManagementsApi) ClearDataHandler(c *core.WebContext) (any, *errs.Er
 	err = a.templates.DeleteAllTemplates(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ClearDataHandler] failed to delete all transaction templates, because %s", err.Error())
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all transaction templates, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	err = a.transactions.DeleteAllTransactions(c, uid)
+	err = a.transactions.DeleteAllTransactions(c, uid, true)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ClearDataHandler] failed to delete all transactions, because %s", err.Error())
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all transactions, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
 	err = a.categories.DeleteAllCategories(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ClearDataHandler] failed to delete all transaction categories, because %s", err.Error())
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all transaction categories, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
 	err = a.tags.DeleteAllTags(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[data_managements.ClearDataHandler] failed to delete all transaction tags, because %s", err.Error())
+		log.Errorf(c, "[data_managements.ClearAllDataHandler] failed to delete all transaction tags, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	log.Infof(c, "[data_managements.ClearDataHandler] user \"uid:%d\" has cleared all data", uid)
+	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)
+	}
+
+	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
 }
 
@@ -188,6 +293,14 @@ func (a *DataManagementsApi) getExportedFileContent(c *core.WebContext, fileType
 		return nil, "", errs.ErrDataExportNotAllowed
 	}
 
+	var exportTransactionDataReq models.ExportTransactionDataRequest
+	err := c.ShouldBindQuery(&exportTransactionDataReq)
+
+	if err != nil {
+		log.Warnf(c, "[data_managements.ExportDataHandler] parse request failed, because %s", err.Error())
+		return nil, "", errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
 	timezone := time.Local
 	utcOffset, err := c.GetClientTimezoneOffset()
 
@@ -244,7 +357,44 @@ func (a *DataManagementsApi) getExportedFileContent(c *core.WebContext, fileType
 	categoryMap := a.categories.GetCategoryMapByList(categories)
 	tagMap := a.tags.GetTagMapByList(tags)
 
-	allTransactions, err := a.transactions.GetAllTransactions(c, uid, pageCountForDataExport, true)
+	allAccountIds, err := a.accounts.GetAccountOrSubAccountIds(c, exportTransactionDataReq.AccountIds, uid)
+
+	if err != nil {
+		log.Warnf(c, "[data_managements.ExportDataHandler] get account error, because %s", err.Error())
+		return nil, "", errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	allCategoryIds, err := a.categories.GetCategoryOrSubCategoryIds(c, exportTransactionDataReq.CategoryIds, uid)
+
+	if err != nil {
+		log.Warnf(c, "[data_managements.ExportDataHandler] get transaction category error, because %s", err.Error())
+		return nil, "", errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	var allTagIds []int64
+	noTags := exportTransactionDataReq.TagIds == "none"
+
+	if !noTags {
+		allTagIds, err = a.tags.GetTagIds(exportTransactionDataReq.TagIds)
+
+		if err != nil {
+			log.Warnf(c, "[data_managements.ExportDataHandler] get transaction tag ids error, because %s", err.Error())
+			return nil, "", errs.Or(err, errs.ErrOperationFailed)
+		}
+	}
+
+	maxTransactionTime := utils.GetMaxTransactionTimeFromUnixTime(time.Now().Unix())
+	minTransactionTime := int64(0)
+
+	if exportTransactionDataReq.MaxTime > 0 {
+		maxTransactionTime = utils.GetMaxTransactionTimeFromUnixTime(exportTransactionDataReq.MaxTime)
+	}
+
+	if exportTransactionDataReq.MinTime > 0 {
+		minTransactionTime = utils.GetMinTransactionTimeFromUnixTime(exportTransactionDataReq.MinTime)
+	}
+
+	allTransactions, err := a.transactions.GetAllSpecifiedTransactions(c, uid, maxTransactionTime, minTransactionTime, exportTransactionDataReq.Type, allCategoryIds, allAccountIds, allTagIds, noTags, exportTransactionDataReq.TagFilterType, exportTransactionDataReq.AmountFilter, exportTransactionDataReq.Keyword, pageCountForDataExport, true)
 
 	if err != nil {
 		log.Errorf(c, "[data_managements.ExportDataHandler] failed to all transactions user \"uid:%d\", because %s", uid, err.Error())

pkg/api/exchange_rates.go

@@ -1,25 +1,20 @@
 package api
 
 import (
-	"crypto/tls"
-	"fmt"
-	"io"
-	"net/http"
-	"sort"
-	"time"
-
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
 	"github.com/mayswind/ezbookkeeping/pkg/exchangerates"
 	"github.com/mayswind/ezbookkeeping/pkg/log"
 	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/services"
 	"github.com/mayswind/ezbookkeeping/pkg/settings"
-	"github.com/mayswind/ezbookkeeping/pkg/utils"
 )
 
 // ExchangeRatesApi represents exchange rate api
 type ExchangeRatesApi struct {
 	ApiUsingConfig
+	users                   *services.UserService
+	userCustomExchangeRates *services.UserCustomExchangeRatesService
 }
 
 // Initialize a exchange rate api singleton instance
@@ -28,104 +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()
-
-	transport := http.DefaultTransport.(*http.Transport).Clone()
-	utils.SetProxyUrl(transport, a.CurrentConfig().ExchangeRatesProxy)
-
-	if a.CurrentConfig().ExchangeRatesSkipTLSVerify {
-		transport.TLSClientConfig = &tls.Config{
-			InsecureSkipVerify: true,
-		}
-	}
-
-	client := &http.Client{
-		Transport: transport,
-		Timeout:   time.Duration(a.CurrentConfig().ExchangeRatesRequestTimeout) * time.Millisecond,
-	}
-
-	requests, err := dataSource.BuildRequests()
+	user, err := a.users.GetUserById(c, uid)
 
 	if err != nil {
-		log.Errorf(c, "[exchange_rates.LatestExchangeRateHandler] failed to build requests for user \"uid:%d\", because %s", uid, err.Error())
-		return nil, errs.ErrFailedToRequestRemoteApi
+		log.Errorf(c, "[exchange_rates.UserCustomExchangeRateUpdateHandler] failed to get user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	exchangeRateResps := make([]*models.LatestExchangeRateResponse, 0, len(requests))
-
-	for i := 0; i < len(requests); i++ {
-		req := requests[i]
-		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)
-
-		log.Debugf(c, "[exchange_rates.LatestExchangeRateHandler] response#%d is %s", i, 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 customExchangeRateUpdateReq.Currency == user.DefaultCurrency {
+		return nil, errs.ErrCannotUpdateExchangeRateForDefaultCurrency
 	}
 
-	lastExchangeRateResponse := exchangeRateResps[len(exchangeRateResps)-1]
-	allExchangeRatesMap := make(map[string]string)
+	newCustomExchangeRate, defaultCurrencyExchangeRate, err := a.userCustomExchangeRates.UpdateCustomExchangeRate(c, uid, customExchangeRateUpdateReq.Currency, customExchangeRateUpdateReq.Rate, user.DefaultCurrency)
 
-	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
-		}
+	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)
 	}
 
-	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/large_language_models.go

@@ -0,0 +1,374 @@
+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
+	}
+
+	utcOffset, err := c.GetClientTimezoneOffset()
+
+	if err != nil {
+		log.Warnf(c, "[large_language_models.RecognizeReceiptImageHandler] cannot get client timezone offset, because %s", err.Error())
+		return nil, errs.ErrClientTimezoneOffsetInvalid
+	}
+
+	timezone := time.FixedZone("Client Timezone", int(utcOffset)*60)
+	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 {
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	systemPromptParams := map[string]any{
+		"CurrentDateTime":          utils.FormatUnixTimeToLongDateTime(time.Now().Unix(), timezone),
+		"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 {
+		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 {
+		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, utcOffset, result, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+}
+
+func (a *LargeLanguageModelsApi) parseRecognizedReceiptImageResponse(c *core.WebContext, uid int64, utcOffset int16, 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.ParseFromLongDateTime(longDateTime, utcOffset)
+
+		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/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 = "ezBookkeeping-mcp"
+
+// ModelContextProtocolAPI represents model context protocol api
+type ModelContextProtocolAPI struct {
+	ApiUsingConfig
+	transactions          *services.TransactionService
+	transactionCategories *services.TransactionCategoryService
+	transactionTags       *services.TransactionTagService
+	accounts              *services.AccountService
+	users                 *services.UserService
+	tokens                *services.TokenService
+}
+
+// Initialize a model context protocol api singleton instance
+var (
+	ModelContextProtocols = &ModelContextProtocolAPI{
+		ApiUsingConfig: ApiUsingConfig{
+			container: settings.Container,
+		},
+		transactions:          services.Transactions,
+		transactionCategories: services.TransactionCategories,
+		transactionTags:       services.TransactionTags,
+		accounts:              services.Accounts,
+		users:                 services.Users,
+		tokens:                services.Tokens,
+	}
+)
+
+// InitializeHandler returns the initialize response for model context protocol
+func (a *ModelContextProtocolAPI) InitializeHandler(c *core.WebContext, jsonRPCRequest *core.JSONRPCRequest) (any, *errs.Error) {
+	var initRequest mcp.MCPInitializeRequest
+
+	if jsonRPCRequest.Params != nil {
+		if err := json.Unmarshal(jsonRPCRequest.Params, &initRequest); err != nil {
+			return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+		}
+	} else {
+		return nil, errs.ErrIncompleteOrIncorrectSubmission
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[model_context_protocols.InitializeHandler] failed to get user \"uid:%d\" info, because %s", uid, err.Error())
+		return nil, errs.ErrUserNotFound
+	}
+
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_MCP_ACCESS) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	tokenClaims := c.GetTokenClaims()
+	userTokenId, err := utils.StringToInt64(tokenClaims.UserTokenId)
+
+	if err != nil {
+		log.Warnf(c, "[model_context_protocols.InitializeHandler] parse user token id failed, because %s", err.Error())
+	} else {
+		tokenRecord := &models.TokenRecord{
+			Uid:             tokenClaims.Uid,
+			UserTokenId:     userTokenId,
+			CreatedUnixTime: tokenClaims.IssuedAt,
+		}
+
+		tokenId := a.tokens.GenerateTokenId(tokenRecord)
+
+		err = a.tokens.UpdateTokenLastSeen(c, tokenRecord)
+
+		if err != nil {
+			log.Warnf(c, "[model_context_protocols.InitializeHandler] failed to update last seen of token \"id:%s\" for user \"uid:%d\", because %s", tokenId, uid, err.Error())
+		}
+	}
+
+	protocolVersion := mcp.MCPProtocolVersion(initRequest.ProtocolVersion)
+	_, exists := mcp.SupportedMCPVersion[protocolVersion]
+
+	if !exists {
+		protocolVersion = mcp.LatestSupportedMCPVersion
+	}
+
+	initResp := mcp.MCPInitializeResponse{
+		ProtocolVersion: string(protocolVersion),
+		Capabilities: &mcp.MCPCapabilities{
+			Tools: &mcp.MCPToolCapabilities{
+				ListChanged: false,
+			},
+		},
+		ServerInfo: &mcp.MCPImplementation{
+			Name:    mcpServerName,
+			Title:   a.CurrentConfig().AppName,
+			Version: settings.Version,
+		},
+	}
+
+	return initResp, nil
+}
+
+// ListResourcesHandler returns the list of resources for model context protocol
+func (a *ModelContextProtocolAPI) ListResourcesHandler(c *core.WebContext, jsonRPCRequest *core.JSONRPCRequest) (any, *errs.Error) {
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[model_context_protocols.ListResourcesHandler] failed to get user \"uid:%d\" info, because %s", uid, err.Error())
+		return nil, errs.ErrUserNotFound
+	}
+
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_MCP_ACCESS) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	listResourcesResp := mcp.MCPListResourcesResponse{
+		Resources: make([]*mcp.MCPResource, 0),
+	}
+
+	return listResourcesResp, nil
+}
+
+// ReadResourceHandler returns the resource details for a specific resource in model context protocol
+func (a *ModelContextProtocolAPI) ReadResourceHandler(c *core.WebContext, jsonRPCRequest *core.JSONRPCRequest) (any, *errs.Error) {
+	var readResourceReq mcp.MCPReadResourceRequest
+
+	if jsonRPCRequest.Params != nil {
+		if err := json.Unmarshal(jsonRPCRequest.Params, &readResourceReq); err != nil {
+			return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+		}
+	} else {
+		return nil, errs.ErrIncompleteOrIncorrectSubmission
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[model_context_protocols.ReadResourceHandler] failed to get user \"uid:%d\" info, because %s", uid, err.Error())
+		return nil, errs.ErrUserNotFound
+	}
+
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_MCP_ACCESS) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	return nil, errs.ErrApiNotFound
+}
+
+// ListToolsHandler returns the list of tools for model context protocol
+func (a *ModelContextProtocolAPI) ListToolsHandler(c *core.WebContext, jsonRPCRequest *core.JSONRPCRequest) (any, *errs.Error) {
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[model_context_protocols.ListToolsHandler] failed to get user \"uid:%d\" info, because %s", uid, err.Error())
+		return nil, errs.ErrUserNotFound
+	}
+
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_MCP_ACCESS) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	mcpVersion := a.getMCPVersion(c)
+	toolsInfo := mcp.Container.GetMCPTools()
+	finalToolsInfos := make([]*mcp.MCPTool, len(toolsInfo))
+
+	for i := 0; i < len(toolsInfo); i++ {
+		finalToolsInfos[i] = &mcp.MCPTool{
+			Name:        toolsInfo[i].Name,
+			InputSchema: toolsInfo[i].InputSchema,
+			Title:       toolsInfo[i].Title,
+			Description: toolsInfo[i].Description,
+		}
+
+		if mcpVersion >= string(mcp.ToolResultStructuredContentMinVersion) {
+			finalToolsInfos[i].OutputSchema = toolsInfo[i].OutputSchema
+		}
+	}
+
+	listToolsResp := mcp.MCPListToolsResponse{
+		Tools: finalToolsInfos,
+	}
+
+	return listToolsResp, nil
+}
+
+// CallToolHandler returns the result of calling a specific tool for model context protocol
+func (a *ModelContextProtocolAPI) CallToolHandler(c *core.WebContext, jsonRPCRequest *core.JSONRPCRequest) (any, *errs.Error) {
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[model_context_protocols.CallToolHandler] failed to get user \"uid:%d\" info, because %s", uid, err.Error())
+		return nil, errs.ErrUserNotFound
+	}
+
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_MCP_ACCESS) {
+		return nil, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	var callToolReq mcp.MCPCallToolRequest
+
+	if jsonRPCRequest.Params != nil {
+		if err := json.Unmarshal(jsonRPCRequest.Params, &callToolReq); err != nil {
+			return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+		}
+	} else {
+		return nil, errs.ErrIncompleteOrIncorrectSubmission
+	}
+
+	result, err := mcp.Container.HandleTool(c, &callToolReq, user, a.CurrentConfig(), a)
+
+	if err != nil {
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	return result, nil
+}
+
+// PingHandler return the ping response for model context protocol
+func (a *ModelContextProtocolAPI) PingHandler(c *core.WebContext, jsonRPCRequest *core.JSONRPCRequest) (any, *errs.Error) {
+	return 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/server_settings.go

@@ -43,6 +43,16 @@ func (a *ServerSettingsApi) ServerSettingsJavascriptHandler(c *core.WebContext)
 	a.appendBooleanSetting(builder, "e", config.EnableDataExport)
 	a.appendBooleanSetting(builder, "i", config.EnableDataImport)
 
+	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)
 	}

pkg/api/systems.go

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

pkg/api/tokens.go

@@ -18,8 +18,9 @@ import (
 type TokensApi struct {
 	ApiUsingConfig
 	ApiWithUserInfo
-	tokens *services.TokenService
-	users  *services.UserService
+	tokens               *services.TokenService
+	users                *services.UserService
+	userAppCloudSettings *services.UserApplicationCloudSettingsService
 }
 
 // Initialize a token api singleton instance
@@ -36,15 +37,16 @@ var (
 				container: avatars.Container,
 			},
 		},
-		tokens: services.Tokens,
-		users:  services.Users,
+		tokens:               services.Tokens,
+		users:                services.Users,
+		userAppCloudSettings: services.UserApplicationCloudSettings,
 	}
 )
 
 // TokenListHandler returns available token list of current user
 func (a *TokensApi) TokenListHandler(c *core.WebContext) (any, *errs.Error) {
 	uid := c.GetCurrentUid()
-	tokens, err := a.tokens.GetAllUnexpiredNormalTokensByUid(c, uid)
+	tokens, err := a.tokens.GetAllUnexpiredNormalAndMCPTokensByUid(c, uid)
 
 	if err != nil {
 		log.Errorf(c, "[tokens.TokenListHandler] failed to get all tokens for user \"uid:%d\", because %s", uid, err.Error())
@@ -67,6 +69,10 @@ func (a *TokensApi) TokenListHandler(c *core.WebContext) (any, *errs.Error) {
 			tokenResp.IsCurrent = true
 		}
 
+		if token.TokenType == core.USER_TOKEN_TYPE_MCP && token.UserAgent != services.TokenUserAgentCreatedViaCli {
+			tokenResp.UserAgent = services.TokenUserAgentForMCP
+		}
+
 		tokenResps[i] = tokenResp
 	}
 
@@ -75,9 +81,62 @@ func (a *TokensApi) TokenListHandler(c *core.WebContext) (any, *errs.Error) {
 	return tokenResps, nil
 }
 
+// TokenGenerateMCPHandler generates a new MCP token for current user
+func (a *TokensApi) TokenGenerateMCPHandler(c *core.WebContext) (any, *errs.Error) {
+	if !a.CurrentConfig().EnableMCPServer {
+		return nil, errs.ErrMCPServerNotEnabled
+	}
+
+	var generateMCPTokenReq models.TokenGenerateMCPRequest
+	err := c.ShouldBindJSON(&generateMCPTokenReq)
+
+	if err != nil {
+		log.Warnf(c, "[tokens.TokenGenerateMCPHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		log.Warnf(c, "[tokens.TokenGenerateMCPHandler] failed to get user \"uid:%d\" info, because %s", uid, err.Error())
+		return nil, errs.ErrUserNotFound
+	}
+
+	if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_MCP_ACCESS) {
+		return false, errs.ErrNotPermittedToPerformThisAction
+	}
+
+	if !a.users.IsPasswordEqualsUserPassword(generateMCPTokenReq.Password, user) {
+		return nil, errs.ErrUserPasswordWrong
+	}
+
+	token, claims, err := a.tokens.CreateMCPToken(c, user)
+
+	if err != nil {
+		log.Errorf(c, "[tokens.TokenGenerateMCPHandler] failed to create mcp token for user \"uid:%d\", because %s", user.Uid, err.Error())
+		return nil, errs.Or(err, errs.ErrTokenGenerating)
+	}
+
+	log.Infof(c, "[tokens.TokenGenerateMCPHandler] user \"uid:%d\" has generated mcp token, new token will be expired at %d", user.Uid, claims.ExpiresAt)
+
+	generateMCPTokenResp := &models.TokenGenerateMCPResponse{
+		Token:  token,
+		MCPUrl: a.CurrentConfig().RootUrl + "mcp",
+	}
+
+	return generateMCPTokenResp, nil
+}
+
 // TokenRevokeCurrentHandler revokes current token of current user
 func (a *TokensApi) TokenRevokeCurrentHandler(c *core.WebContext) (any, *errs.Error) {
-	_, claims, err := a.tokens.ParseTokenByHeader(c)
+	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 +159,11 @@ 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 +181,7 @@ 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)
@@ -131,7 +190,7 @@ 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
 	}
 
@@ -140,7 +199,7 @@ func (a *TokensApi) TokenRevokeHandler(c *core.WebContext) (any, *errs.Error) {
 
 		if err != nil {
 			if !errs.IsCustomError(err) {
-				log.Errorf(c, "[token.TokenRevokeHandler] failed to get user, because %s", err.Error())
+				log.Errorf(c, "[tokens.TokenRevokeHandler] failed to get user, because %s", err.Error())
 			}
 
 			return nil, errs.ErrUserNotFound
@@ -154,11 +213,11 @@ func (a *TokensApi) TokenRevokeHandler(c *core.WebContext) (any, *errs.Error) {
 	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
 }
 
@@ -194,7 +253,7 @@ func (a *TokensApi) TokenRevokeAllHandler(c *core.WebContext) (any, *errs.Error)
 
 	if err != nil {
 		if !errs.IsCustomError(err) {
-			log.Errorf(c, "[token.TokenRevokeAllHandler] failed to get user, because %s", err.Error())
+			log.Errorf(c, "[tokens.TokenRevokeAllHandler] failed to get user, because %s", err.Error())
 		}
 
 		return nil, errs.ErrUserNotFound
@@ -207,11 +266,11 @@ func (a *TokensApi) TokenRevokeAllHandler(c *core.WebContext) (any, *errs.Error)
 	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
 }
 
@@ -221,7 +280,7 @@ 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
 	}
 
@@ -229,7 +288,7 @@ 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)
 
@@ -247,13 +306,23 @@ 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
@@ -262,7 +331,7 @@ 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)
 	}
 
@@ -276,13 +345,23 @@ func (a *TokensApi) TokenRefreshHandler(c *core.WebContext) (any, *errs.Error) {
 	c.SetTextualToken(token)
 	c.SetTokenClaims(claims)
 
-	log.Infof(c, "[token.TokenRefreshHandler] user \"uid:%d\" token refreshed, new token will be expired at %d", user.Uid, claims.ExpiresAt)
+	userApplicationCloudSettings, err := a.userAppCloudSettings.GetUserApplicationCloudSettingsByUid(c, user.Uid)
+	var applicationCloudSettingSlice *models.ApplicationCloudSettingSlice = nil
+
+	if err != nil {
+		log.Warnf(c, "[tokens.TokenRefreshHandler] failed to get latest user application cloud settings for user \"uid:%d\", because %s", user.Uid, err.Error())
+	} else if userApplicationCloudSettings != nil && len(userApplicationCloudSettings.Settings) > 0 {
+		applicationCloudSettingSlice = &userApplicationCloudSettings.Settings
+	}
+
+	log.Infof(c, "[tokens.TokenRefreshHandler] user \"uid:%d\" token refreshed, new token will be expired at %d", user.Uid, claims.ExpiresAt)
 
 	refreshResp := &models.TokenRefreshResponse{
-		NewToken:            token,
-		OldTokenId:          a.tokens.GenerateTokenId(oldTokenRecord),
-		User:                a.GetUserBasicInfo(user),
-		NotificationContent: a.GetAfterOpenNotificationContent(user.Language, c.GetClientLocale()),
+		NewToken:                 token,
+		OldTokenId:               a.tokens.GenerateTokenId(oldTokenRecord),
+		User:                     a.GetUserBasicInfo(user),
+		ApplicationCloudSettings: applicationCloudSettingSlice,
+		NotificationContent:      a.GetAfterOpenNotificationContent(user.Language, c.GetClientLocale()),
 	}
 
 	return refreshResp, nil

pkg/api/transaction_categories.go

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

pkg/api/transaction_pictures.go

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

pkg/api/transaction_tags.go

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

pkg/api/transaction_templates.go

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

pkg/api/transactions.go

@@ -1,6 +1,8 @@
 package api
 
 import (
+	"encoding/json"
+	"fmt"
 	"io"
 	"sort"
 	"strings"
@@ -8,6 +10,8 @@ import (
 	orderedmap "github.com/wk8/go-ordered-map/v2"
 
 	"github.com/mayswind/ezbookkeeping/pkg/converters"
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
+	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 	"github.com/mayswind/ezbookkeeping/pkg/duplicatechecker"
 	"github.com/mayswind/ezbookkeeping/pkg/errs"
@@ -18,8 +22,7 @@ import (
 	"github.com/mayswind/ezbookkeeping/pkg/utils"
 )
 
-const maximumTagsCountOfTransaction = 10
-const maximumPicturesCountOfTransaction = 10
+const pageCountForAccountStatement = 1000
 
 // TransactionsApi represents transaction api
 type TransactionsApi struct {
@@ -40,6 +43,9 @@ var (
 			container: settings.Container,
 		},
 		ApiUsingDuplicateChecker: ApiUsingDuplicateChecker{
+			ApiUsingConfig: ApiUsingConfig{
+				container: settings.Container,
+			},
 			container: duplicatechecker.Container,
 		},
 		transactions:          services.Transactions,
@@ -63,14 +69,14 @@ func (a *TransactionsApi) TransactionCountHandler(c *core.WebContext) (any, *err
 
 	uid := c.GetCurrentUid()
 
-	allAccountIds, err := a.getAccountOrSubAccountIds(c, transactionCountReq.AccountIds, uid)
+	allAccountIds, err := a.accounts.GetAccountOrSubAccountIds(c, transactionCountReq.AccountIds, uid)
 
 	if err != nil {
 		log.Warnf(c, "[transactions.TransactionCountHandler] get account error, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	allCategoryIds, err := a.getCategoryOrSubCategoryIds(c, transactionCountReq.CategoryIds, uid)
+	allCategoryIds, err := a.transactionCategories.GetCategoryOrSubCategoryIds(c, transactionCountReq.CategoryIds, uid)
 
 	if err != nil {
 		log.Warnf(c, "[transactions.TransactionCountHandler] get transaction category error, because %s", err.Error())
@@ -81,7 +87,7 @@ func (a *TransactionsApi) TransactionCountHandler(c *core.WebContext) (any, *err
 	noTags := transactionCountReq.TagIds == "none"
 
 	if !noTags {
-		allTagIds, err = a.getTagIds(transactionCountReq.TagIds)
+		allTagIds, err = a.transactionTags.GetTagIds(transactionCountReq.TagIds)
 
 		if err != nil {
 			log.Warnf(c, "[transactions.TransactionCountHandler] get transaction tag ids error, because %s", err.Error())
@@ -131,14 +137,14 @@ func (a *TransactionsApi) TransactionListHandler(c *core.WebContext) (any, *errs
 		return nil, errs.ErrUserNotFound
 	}
 
-	allAccountIds, err := a.getAccountOrSubAccountIds(c, transactionListReq.AccountIds, uid)
+	allAccountIds, err := a.accounts.GetAccountOrSubAccountIds(c, transactionListReq.AccountIds, uid)
 
 	if err != nil {
 		log.Warnf(c, "[transactions.TransactionListHandler] get account error, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	allCategoryIds, err := a.getCategoryOrSubCategoryIds(c, transactionListReq.CategoryIds, uid)
+	allCategoryIds, err := a.transactionCategories.GetCategoryOrSubCategoryIds(c, transactionListReq.CategoryIds, uid)
 
 	if err != nil {
 		log.Warnf(c, "[transactions.TransactionListHandler] get transaction category error, because %s", err.Error())
@@ -149,7 +155,7 @@ func (a *TransactionsApi) TransactionListHandler(c *core.WebContext) (any, *errs
 	noTags := transactionListReq.TagIds == "none"
 
 	if !noTags {
-		allTagIds, err = a.getTagIds(transactionListReq.TagIds)
+		allTagIds, err = a.transactionTags.GetTagIds(transactionListReq.TagIds)
 
 		if err != nil {
 			log.Warnf(c, "[transactions.TransactionListHandler] get transaction tag ids error, because %s", err.Error())
@@ -234,14 +240,14 @@ func (a *TransactionsApi) TransactionMonthListHandler(c *core.WebContext) (any,
 		return nil, errs.ErrUserNotFound
 	}
 
-	allAccountIds, err := a.getAccountOrSubAccountIds(c, transactionListReq.AccountIds, uid)
+	allAccountIds, err := a.accounts.GetAccountOrSubAccountIds(c, transactionListReq.AccountIds, uid)
 
 	if err != nil {
 		log.Warnf(c, "[transactions.TransactionMonthListHandler] get account error, because %s", err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	allCategoryIds, err := a.getCategoryOrSubCategoryIds(c, transactionListReq.CategoryIds, uid)
+	allCategoryIds, err := a.transactionCategories.GetCategoryOrSubCategoryIds(c, transactionListReq.CategoryIds, uid)
 
 	if err != nil {
 		log.Warnf(c, "[transactions.TransactionMonthListHandler] get transaction category error, because %s", err.Error())
@@ -252,7 +258,7 @@ func (a *TransactionsApi) TransactionMonthListHandler(c *core.WebContext) (any,
 	noTags := transactionListReq.TagIds == "none"
 
 	if !noTags {
-		allTagIds, err = a.getTagIds(transactionListReq.TagIds)
+		allTagIds, err = a.transactionTags.GetTagIds(transactionListReq.TagIds)
 
 		if err != nil {
 			log.Warnf(c, "[transactions.TransactionMonthListHandler] get transaction tag ids error, because %s", err.Error())
@@ -282,6 +288,114 @@ func (a *TransactionsApi) TransactionMonthListHandler(c *core.WebContext) (any,
 	return transactionResps, nil
 }
 
+// TransactionReconciliationStatementHandler returns transaction reconciliation statement list of current user
+func (a *TransactionsApi) TransactionReconciliationStatementHandler(c *core.WebContext) (any, *errs.Error) {
+	var reconciliationStatementRequest models.TransactionReconciliationStatementRequest
+	err := c.ShouldBindQuery(&reconciliationStatementRequest)
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionReconciliationStatementHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	utcOffset, err := c.GetClientTimezoneOffset()
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionReconciliationStatementHandler] cannot get client timezone offset, because %s", err.Error())
+		return nil, errs.ErrClientTimezoneOffsetInvalid
+	}
+
+	uid := c.GetCurrentUid()
+	user, err := a.users.GetUserById(c, uid)
+
+	if err != nil {
+		if !errs.IsCustomError(err) {
+			log.Errorf(c, "[transactions.TransactionReconciliationStatementHandler] failed to get user, because %s", err.Error())
+		}
+
+		return nil, errs.ErrUserNotFound
+	}
+
+	account, err := a.accounts.GetAccountByAccountId(c, uid, reconciliationStatementRequest.AccountId)
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionReconciliationStatementHandler] failed to get account \"id:%d\" for user \"uid:%d\", because %s", reconciliationStatementRequest.AccountId, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	if account.Type != models.ACCOUNT_TYPE_SINGLE_ACCOUNT {
+		log.Errorf(c, "[transactions.TransactionReconciliationStatementHandler] account \"id:%d\" for user \"uid:%d\" is not a single account", reconciliationStatementRequest.AccountId, uid)
+		return nil, errs.ErrAccountTypeInvalid
+	}
+
+	maxTransactionTime := int64(0)
+
+	if reconciliationStatementRequest.EndTime > 0 {
+		maxTransactionTime = utils.GetMaxTransactionTimeFromUnixTime(reconciliationStatementRequest.EndTime)
+	}
+
+	minTransactionTime := int64(0)
+
+	if reconciliationStatementRequest.StartTime > 0 {
+		minTransactionTime = utils.GetMinTransactionTimeFromUnixTime(reconciliationStatementRequest.StartTime)
+	}
+
+	transactionsWithAccountBalance, totalInflows, totalOutflows, openingBalance, closingBalance, err := a.transactions.GetAllTransactionsWithAccountBalanceByMaxTime(c, uid, pageCountForAccountStatement, maxTransactionTime, minTransactionTime, reconciliationStatementRequest.AccountId, account.Category)
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionReconciliationStatementHandler] failed to get transactions from \"%d\" to \"%d\" for user \"uid:%d\", because %s", reconciliationStatementRequest.StartTime, reconciliationStatementRequest.EndTime, uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	transactions := make([]*models.Transaction, len(transactionsWithAccountBalance))
+	transactionAccountBalanceMap := make(map[int64]*models.TransactionWithAccountBalance, len(transactionsWithAccountBalance))
+
+	for i := 0; i < len(transactionsWithAccountBalance); i++ {
+		transactionWithBalance := transactionsWithAccountBalance[i]
+		transactions[i] = transactionWithBalance.Transaction
+		transactionAccountBalanceMap[transactionWithBalance.TransactionId] = transactionWithBalance
+		transactionAccountBalanceMap[transactionWithBalance.RelatedId] = transactionWithBalance
+	}
+
+	transactionResult, err := a.getTransactionResponseListResult(c, user, transactions, utcOffset, false, true, true, true)
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionReconciliationStatementHandler] failed to assemble transaction result for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	responseItems := make([]*models.TransactionReconciliationStatementResponseItem, len(transactionResult))
+
+	for i := 0; i < len(transactionResult); i++ {
+		transactionResult := transactionResult[i]
+		accountOpeningBalance := int64(0)
+		accountClosingBalance := int64(0)
+
+		if transactionWithBalance, exists := transactionAccountBalanceMap[transactionResult.Id]; exists {
+			accountOpeningBalance = transactionWithBalance.AccountOpeningBalance
+			accountClosingBalance = transactionWithBalance.AccountClosingBalance
+		} else {
+			log.Warnf(c, "[transactions.TransactionReconciliationStatementHandler] missing account balance for transaction \"id:%d\" of user \"uid:%d\"", transactionResult.Id, uid)
+		}
+
+		responseItems[i] = &models.TransactionReconciliationStatementResponseItem{
+			TransactionInfoResponse: transactionResult,
+			AccountOpeningBalance:   accountOpeningBalance,
+			AccountClosingBalance:   accountClosingBalance,
+		}
+	}
+
+	reconciliationStatementResp := &models.TransactionReconciliationStatementResponse{
+		Transactions:   responseItems,
+		TotalInflows:   totalInflows,
+		TotalOutflows:  totalOutflows,
+		OpeningBalance: openingBalance,
+		ClosingBalance: closingBalance,
+	}
+
+	return reconciliationStatementResp, nil
+}
+
 // TransactionStatisticsHandler returns transaction statistics of current user
 func (a *TransactionsApi) TransactionStatisticsHandler(c *core.WebContext) (any, *errs.Error) {
 	var statisticReq models.TransactionStatisticRequest
@@ -303,7 +417,7 @@ func (a *TransactionsApi) TransactionStatisticsHandler(c *core.WebContext) (any,
 	noTags := statisticReq.TagIds == "none"
 
 	if !noTags {
-		allTagIds, err = a.getTagIds(statisticReq.TagIds)
+		allTagIds, err = a.transactionTags.GetTagIds(statisticReq.TagIds)
 
 		if err != nil {
 			log.Warnf(c, "[transactions.TransactionStatisticsHandler] get transaction tag ids error, because %s", err.Error())
@@ -312,7 +426,7 @@ func (a *TransactionsApi) TransactionStatisticsHandler(c *core.WebContext) (any,
 	}
 
 	uid := c.GetCurrentUid()
-	totalAmounts, err := a.transactions.GetAccountsAndCategoriesTotalIncomeAndExpense(c, uid, statisticReq.StartTime, statisticReq.EndTime, allTagIds, noTags, statisticReq.TagFilterType, utcOffset, statisticReq.UseTransactionTimezone)
+	totalAmounts, err := a.transactions.GetAccountsAndCategoriesTotalIncomeAndExpense(c, uid, statisticReq.StartTime, statisticReq.EndTime, allTagIds, noTags, statisticReq.TagFilterType, statisticReq.Keyword, utcOffset, statisticReq.UseTransactionTimezone)
 
 	if err != nil {
 		log.Errorf(c, "[transactions.TransactionStatisticsHandler] failed to get accounts and categories total income and expense for user \"uid:%d\", because %s", uid, err.Error())
@@ -366,7 +480,7 @@ func (a *TransactionsApi) TransactionStatisticsTrendsHandler(c *core.WebContext)
 	noTags := statisticTrendsReq.TagIds == "none"
 
 	if !noTags {
-		allTagIds, err = a.getTagIds(statisticTrendsReq.TagIds)
+		allTagIds, err = a.transactionTags.GetTagIds(statisticTrendsReq.TagIds)
 
 		if err != nil {
 			log.Warnf(c, "[transactions.TransactionStatisticsTrendsHandler] get transaction tag ids error, because %s", err.Error())
@@ -375,17 +489,17 @@ func (a *TransactionsApi) TransactionStatisticsTrendsHandler(c *core.WebContext)
 	}
 
 	uid := c.GetCurrentUid()
-	allMonthlyTotalAmounts, err := a.transactions.GetAccountsAndCategoriesMonthlyIncomeAndExpense(c, uid, startYear, startMonth, endYear, endMonth, allTagIds, noTags, statisticTrendsReq.TagFilterType, utcOffset, statisticTrendsReq.UseTransactionTimezone)
+	allMonthlyTotalAmounts, err := a.transactions.GetAccountsAndCategoriesMonthlyIncomeAndExpense(c, uid, startYear, startMonth, endYear, endMonth, allTagIds, noTags, statisticTrendsReq.TagFilterType, statisticTrendsReq.Keyword, utcOffset, statisticTrendsReq.UseTransactionTimezone)
 
 	if err != nil {
 		log.Errorf(c, "[transactions.TransactionStatisticsTrendsHandler] failed to get accounts and categories total income and expense for user \"uid:%d\", because %s", uid, err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	statisticTrendsResp := make(models.TransactionStatisticTrendsItemSlice, 0, len(allMonthlyTotalAmounts))
+	statisticTrendsResp := make(models.TransactionStatisticTrendsResponseItemSlice, 0, len(allMonthlyTotalAmounts))
 
 	for yearMonth, monthlyTotalAmounts := range allMonthlyTotalAmounts {
-		monthlyStatisticResp := &models.TransactionStatisticTrendsItem{
+		monthlyStatisticResp := &models.TransactionStatisticTrendsResponseItem{
 			Year:  yearMonth / 100,
 			Month: yearMonth % 100,
 			Items: make([]*models.TransactionStatisticResponseItem, len(monthlyTotalAmounts)),
@@ -435,6 +549,25 @@ func (a *TransactionsApi) TransactionAmountsHandler(c *core.WebContext) (any, *e
 		return nil, errs.ErrQueryItemsTooMuch
 	}
 
+	excludeAccountIds := make([]int64, 0)
+	excludeCategoryIds := make([]int64, 0)
+
+	if transactionAmountsReq.ExcludeAccountIds != "" {
+		excludeAccountIds, err = utils.StringArrayToInt64Array(strings.Split(transactionAmountsReq.ExcludeAccountIds, ","))
+
+		if err != nil {
+			return nil, errs.ErrAccountIdInvalid
+		}
+	}
+
+	if transactionAmountsReq.ExcludeCategoryIds != "" {
+		excludeCategoryIds, err = utils.StringArrayToInt64Array(strings.Split(transactionAmountsReq.ExcludeCategoryIds, ","))
+
+		if err != nil {
+			return nil, errs.ErrTransactionCategoryIdInvalid
+		}
+	}
+
 	utcOffset, err := c.GetClientTimezoneOffset()
 
 	if err != nil {
@@ -457,7 +590,7 @@ func (a *TransactionsApi) TransactionAmountsHandler(c *core.WebContext) (any, *e
 	for i := 0; i < len(requestItems); i++ {
 		requestItem := requestItems[i]
 
-		incomeAmounts, expenseAmounts, err := a.transactions.GetAccountsTotalIncomeAndExpense(c, uid, requestItem.StartTime, requestItem.EndTime, utcOffset, transactionAmountsReq.UseTransactionTimezone)
+		incomeAmounts, expenseAmounts, err := a.transactions.GetAccountsTotalIncomeAndExpense(c, uid, requestItem.StartTime, requestItem.EndTime, excludeAccountIds, excludeCategoryIds, utcOffset, transactionAmountsReq.UseTransactionTimezone)
 
 		if err != nil {
 			log.Errorf(c, "[transactions.TransactionAmountsHandler] failed to get transaction amounts item for user \"uid:%d\", because %s", uid, err.Error())
@@ -610,7 +743,7 @@ func (a *TransactionsApi) TransactionGetHandler(c *core.WebContext) (any, *errs.
 	}
 
 	if !transactionGetReq.TrimTag {
-		tagMap, err = a.transactionTags.GetTagsByTagIds(c, uid, utils.ToUniqueInt64Slice(a.getTransactionTagIds(allTransactionTagIds)))
+		tagMap, err = a.transactionTags.GetTagsByTagIds(c, uid, utils.ToUniqueInt64Slice(a.transactionTags.GetTransactionTagIds(allTransactionTagIds)))
 
 		if err != nil {
 			log.Errorf(c, "[transactions.TransactionGetHandler] failed to get transactions tags for user \"uid:%d\", because %s", uid, err.Error())
@@ -675,7 +808,7 @@ func (a *TransactionsApi) TransactionCreateHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrTransactionTagIdInvalid
 	}
 
-	if len(tagIds) > maximumTagsCountOfTransaction {
+	if len(tagIds) > models.MaximumTagsCountOfTransaction {
 		return nil, errs.ErrTransactionHasTooManyTags
 	}
 
@@ -686,7 +819,7 @@ func (a *TransactionsApi) TransactionCreateHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrTransactionPictureIdInvalid
 	}
 
-	if len(pictureIds) > maximumPicturesCountOfTransaction {
+	if len(pictureIds) > models.MaximumPicturesCountOfTransaction {
 		return nil, errs.ErrTransactionHasTooManyPictures
 	}
 
@@ -695,7 +828,7 @@ func (a *TransactionsApi) TransactionCreateHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrTransactionTypeInvalid
 	}
 
-	if transactionCreateReq.Type == models.TRANSACTION_TYPE_MODIFY_BALANCE && transactionCreateReq.CategoryId > 0 {
+	if transactionCreateReq.Type == models.TRANSACTION_TYPE_MODIFY_BALANCE && transactionCreateReq.CategoryId != 0 {
 		log.Warnf(c, "[transactions.TransactionCreateHandler] balance modification transaction cannot set category id")
 		return nil, errs.ErrBalanceModificationTransactionCannotSetCategory
 	}
@@ -781,7 +914,7 @@ func (a *TransactionsApi) TransactionCreateHandler(c *core.WebContext) (any, *er
 
 	log.Infof(c, "[transactions.TransactionCreateHandler] user \"uid:%d\" has created a new transaction \"id:%d\" successfully", uid, transaction.TransactionId)
 
-	a.SetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_TRANSACTION, uid, transactionCreateReq.ClientSessionId, utils.Int64ToString(transaction.TransactionId))
+	a.SetSubmissionRemarkIfEnable(duplicatechecker.DUPLICATE_CHECKER_TYPE_NEW_TRANSACTION, uid, transactionCreateReq.ClientSessionId, utils.Int64ToString(transaction.TransactionId))
 	transactionResp := transaction.ToTransactionInfoResponse(tagIds, transactionEditable)
 	transactionResp.Pictures = a.GetTransactionPictureInfoResponseList(pictureInfos)
 
@@ -805,7 +938,7 @@ func (a *TransactionsApi) TransactionModifyHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrTransactionTagIdInvalid
 	}
 
-	if len(tagIds) > maximumTagsCountOfTransaction {
+	if len(tagIds) > models.MaximumTagsCountOfTransaction {
 		return nil, errs.ErrTransactionHasTooManyTags
 	}
 
@@ -816,7 +949,7 @@ func (a *TransactionsApi) TransactionModifyHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrTransactionPictureIdInvalid
 	}
 
-	if len(pictureIds) > maximumPicturesCountOfTransaction {
+	if len(pictureIds) > models.MaximumPicturesCountOfTransaction {
 		return nil, errs.ErrTransactionHasTooManyPictures
 	}
 
@@ -843,6 +976,14 @@ func (a *TransactionsApi) TransactionModifyHandler(c *core.WebContext) (any, *er
 		return nil, errs.ErrTransactionTypeInvalid
 	}
 
+	if transaction.Type == models.TRANSACTION_DB_TYPE_MODIFY_BALANCE && transactionModifyReq.CategoryId != 0 {
+		log.Warnf(c, "[transactions.TransactionModifyHandler] balance modification transaction cannot set category id")
+		return nil, errs.ErrBalanceModificationTransactionCannotSetCategory
+	} else if transaction.Type != models.TRANSACTION_DB_TYPE_MODIFY_BALANCE && transactionModifyReq.CategoryId == 0 {
+		log.Warnf(c, "[transactions.TransactionModifyHandler] non-balance modification transaction must set category id")
+		return nil, errs.ErrIncompleteOrIncorrectSubmission
+	}
+
 	allTransactionTagIds, err := a.transactionTags.GetAllTagIdsOfTransactions(c, uid, []int64{transaction.TransactionId})
 
 	if err != nil {
@@ -1030,6 +1171,83 @@ func (a *TransactionsApi) TransactionDeleteHandler(c *core.WebContext) (any, *er
 	return true, nil
 }
 
+// TransactionParseImportDsvFileDataHandler returns the parsed file data by request parameters for current user
+func (a *TransactionsApi) TransactionParseImportDsvFileDataHandler(c *core.WebContext) (any, *errs.Error) {
+	uid := c.GetCurrentUid()
+	form, err := c.MultipartForm()
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionParseImportDsvFileDataHandler] failed to get multi-part form data for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.ErrParameterInvalid
+	}
+
+	fileTypes := form.Value["fileType"]
+
+	if len(fileTypes) < 1 || fileTypes[0] == "" {
+		return nil, errs.ErrImportFileTypeIsEmpty
+	}
+
+	fileType := fileTypes[0]
+
+	if !converters.IsCustomDelimiterSeparatedValuesFileType(fileType) {
+		return nil, errs.Or(err, errs.ErrImportFileTypeNotSupported)
+	}
+
+	fileEncodings := form.Value["fileEncoding"]
+
+	if len(fileEncodings) < 1 || fileEncodings[0] == "" {
+		return nil, errs.ErrImportFileEncodingIsEmpty
+	}
+
+	fileEncoding := fileEncodings[0]
+	dataParser, err := converters.CreateNewDelimiterSeparatedValuesDataParser(fileType, fileEncoding)
+
+	if err != nil {
+		return nil, errs.Or(err, errs.ErrImportFileTypeNotSupported)
+	}
+
+	importFiles := form.File["file"]
+
+	if len(importFiles) < 1 {
+		log.Warnf(c, "[transactions.TransactionParseImportDsvFileDataHandler] there is no import file in request for user \"uid:%d\"", uid)
+		return nil, errs.ErrNoFilesUpload
+	}
+
+	if importFiles[0].Size < 1 {
+		log.Warnf(c, "[transactions.TransactionParseImportDsvFileDataHandler] the size of import file in request is zero for user \"uid:%d\"", uid)
+		return nil, errs.ErrUploadedFileEmpty
+	}
+
+	if importFiles[0].Size > int64(a.CurrentConfig().MaxImportFileSize) {
+		log.Warnf(c, "[transactions.TransactionParseImportDsvFileDataHandler] the upload file size \"%d\" exceeds the maximum size \"%d\" of import file for user \"uid:%d\"", importFiles[0].Size, a.CurrentConfig().MaxImportFileSize, uid)
+		return nil, errs.ErrExceedMaxUploadFileSize
+	}
+
+	importFile, err := importFiles[0].Open()
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionParseImportDsvFileDataHandler] failed to get import file from request for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.ErrOperationFailed
+	}
+
+	defer importFile.Close()
+	fileData, err := io.ReadAll(importFile)
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionParseImportDsvFileDataHandler] failed to read import file data for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	allLines, err := dataParser.ParseDsvFileLines(c, fileData)
+
+	if err != nil {
+		log.Errorf(c, "[transactions.TransactionParseImportDsvFileDataHandler] failed to parse import file data for user \"uid:%d\", because %s", uid, err.Error())
+		return nil, errs.Or(err, errs.ErrOperationFailed)
+	}
+
+	return allLines, nil
+}
+
 // TransactionParseImportFileHandler returns the parsed transaction data by request parameters for current user
 func (a *TransactionsApi) TransactionParseImportFileHandler(c *core.WebContext) (any, *errs.Error) {
 	uid := c.GetCurrentUid()
@@ -1054,7 +1272,105 @@ func (a *TransactionsApi) TransactionParseImportFileHandler(c *core.WebContext)
 	}
 
 	fileType := fileTypes[0]
-	dataImporter, err := converters.GetTransactionDataImporter(fileType)
+
+	var dataImporter converter.TransactionDataImporter
+
+	if converters.IsCustomDelimiterSeparatedValuesFileType(fileType) {
+		fileEncodings := form.Value["fileEncoding"]
+
+		if len(fileEncodings) < 1 || fileEncodings[0] == "" {
+			return nil, errs.ErrImportFileEncodingIsEmpty
+		}
+
+		fileEncoding := fileEncodings[0]
+
+		columnMappings := form.Value["columnMapping"]
+
+		if len(columnMappings) < 1 || columnMappings[0] == "" {
+			return nil, errs.ErrImportFileColumnMappingInvalid
+		}
+
+		var columnIndexMapping = map[datatable.TransactionDataTableColumn]int{}
+		err = json.Unmarshal([]byte(columnMappings[0]), &columnIndexMapping)
+
+		if err != nil {
+			log.Errorf(c, "[transactions.TransactionParseImportFileHandler] failed to parse column mapping for user \"uid:%d\", because %s", uid, err.Error())
+			return nil, errs.ErrImportFileColumnMappingInvalid
+		}
+
+		transactionTypeMappings := form.Value["transactionTypeMapping"]
+
+		if len(transactionTypeMappings) < 1 || transactionTypeMappings[0] == "" {
+			return nil, errs.ErrImportFileTransactionTypeMappingInvalid
+		}
+
+		var transactionTypeNameMapping = map[string]models.TransactionType{}
+		err = json.Unmarshal([]byte(transactionTypeMappings[0]), &transactionTypeNameMapping)
+
+		if err != nil {
+			log.Errorf(c, "[transactions.TransactionParseImportFileHandler] failed to parse transaction type mapping for user \"uid:%d\", because %s", uid, err.Error())
+			return nil, errs.ErrImportFileTransactionTypeMappingInvalid
+		}
+
+		hasHeaderLines := form.Value["hasHeaderLine"]
+		hasHeaderLine := false
+
+		if len(hasHeaderLines) > 0 {
+			hasHeaderLine = hasHeaderLines[0] == "true"
+		}
+
+		timeFormats := form.Value["timeFormat"]
+
+		if len(timeFormats) < 1 || timeFormats[0] == "" {
+			return nil, errs.ErrImportFileTransactionTimeFormatInvalid
+		}
+
+		timezoneFormats := form.Value["timezoneFormat"]
+		timezoneFormat := ""
+
+		if len(timezoneFormats) > 0 {
+			timezoneFormat = timezoneFormats[0]
+		}
+
+		amountDecimalSeparators := form.Value["amountDecimalSeparator"]
+		amountDecimalSeparator := ""
+
+		if len(amountDecimalSeparators) > 0 {
+			amountDecimalSeparator = amountDecimalSeparators[0]
+		}
+
+		amountDigitGroupingSymbols := form.Value["amountDigitGroupingSymbol"]
+		amountDigitGroupingSymbol := ""
+
+		if len(amountDigitGroupingSymbols) > 0 {
+			amountDigitGroupingSymbol = amountDigitGroupingSymbols[0]
+		}
+
+		geoLocationSeparators := form.Value["geoSeparator"]
+		geoLocationSeparator := ""
+
+		if len(geoLocationSeparators) > 0 {
+			geoLocationSeparator = geoLocationSeparators[0]
+		}
+
+		geoLocationOrders := form.Value["geoOrder"]
+		geoLocationOrder := ""
+
+		if len(geoLocationOrders) > 0 {
+			geoLocationOrder = geoLocationOrders[0]
+		}
+
+		transactionTagSeparators := form.Value["tagSeparator"]
+		transactionTagSeparator := ""
+
+		if len(transactionTagSeparators) > 0 {
+			transactionTagSeparator = transactionTagSeparators[0]
+		}
+
+		dataImporter, err = converters.CreateNewDelimiterSeparatedValuesDataImporter(fileType, fileEncoding, columnIndexMapping, transactionTypeNameMapping, hasHeaderLine, timeFormats[0], timezoneFormat, amountDecimalSeparator, amountDigitGroupingSymbol, geoLocationSeparator, geoLocationOrder, transactionTagSeparator)
+	} else {
+		dataImporter, err = converters.GetTransactionDataImporter(fileType)
+	}
 
 	if err != nil {
 		return nil, errs.Or(err, errs.ErrImportFileTypeNotSupported)
@@ -1084,6 +1400,7 @@ func (a *TransactionsApi) TransactionParseImportFileHandler(c *core.WebContext)
 		return nil, errs.ErrOperationFailed
 	}
 
+	defer importFile.Close()
 	fileData, err := io.ReadAll(importFile)
 
 	if err != nil {
@@ -1108,34 +1425,34 @@ func (a *TransactionsApi) TransactionParseImportFileHandler(c *core.WebContext)
 	accounts, err := a.accounts.GetAllAccountsByUid(c, user.Uid)
 
 	if err != nil {
-		log.BootErrorf(c, "[transactions.TransactionParseImportFileHandler] failed to get accounts for user \"uid:%d\", because %s", user.Uid, err.Error())
+		log.Errorf(c, "[transactions.TransactionParseImportFileHandler] failed to get accounts for user \"uid:%d\", because %s", user.Uid, err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	accountMap := a.accounts.GetAccountNameMapByList(accounts)
+	accountMap := a.accounts.GetVisibleAccountNameMapByList(accounts)
 
 	categories, err := a.transactionCategories.GetAllCategoriesByUid(c, user.Uid, 0, -1)
 
 	if err != nil {
-		log.BootErrorf(c, "[transactions.TransactionParseImportFileHandler] failed to get categories for user \"uid:%d\", because %s", user.Uid, err.Error())
+		log.Errorf(c, "[transactions.TransactionParseImportFileHandler] failed to get categories for user \"uid:%d\", because %s", user.Uid, err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	expenseCategoryMap, incomeCategoryMap, transferCategoryMap := a.transactionCategories.GetCategoryNameMapByList(categories)
+	expenseCategoryMap, incomeCategoryMap, transferCategoryMap := a.transactionCategories.GetVisibleSubCategoryNameMapByList(categories)
 
 	tags, err := a.transactionTags.GetAllTagsByUid(c, user.Uid)
 
 	if err != nil {
-		log.BootErrorf(c, "[transactions.TransactionParseImportFileHandler] failed to get tags for user \"uid:%d\", because %s", user.Uid, err.Error())
+		log.Errorf(c, "[transactions.TransactionParseImportFileHandler] failed to get tags for user \"uid:%d\", because %s", user.Uid, err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
-	tagMap := a.transactionTags.GetTagNameMapByList(tags)
+	tagMap := a.transactionTags.GetVisibleTagNameMapByList(tags)
 
 	parsedTransactions, _, _, _, _, _, err := dataImporter.ParseImportedData(c, user, fileData, utcOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
 
 	if err != nil {
-		log.BootErrorf(c, "[transactions.TransactionParseImportFileHandler] failed to parse imported data for user \"uid:%d\", because %s", user.Uid, err.Error())
+		log.Errorf(c, "[transactions.TransactionParseImportFileHandler] failed to parse imported data for user \"uid:%d\", because %s", user.Uid, err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
@@ -1169,11 +1486,21 @@ func (a *TransactionsApi) TransactionImportHandler(c *core.WebContext) (any, *er
 		found, remark := a.GetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_IMPORT_TRANSACTIONS, uid, transactionImportReq.ClientSessionId)
 
 		if found {
-			log.Infof(c, "[transactions.TransactionImportHandler] another \"%s\" transactions has been imported for user \"uid:%d\"", remark, uid)
-			count, err := utils.StringToInt(remark)
+			items := strings.Split(remark, ":")
 
-			if err == nil {
-				return count, nil
+			if len(items) >= 2 {
+				if items[0] == "finished" {
+					log.Infof(c, "[transactions.TransactionImportHandler] another \"%s\" transactions has been imported for user \"uid:%d\"", items[1], uid)
+					count, err := utils.StringToInt(items[1])
+
+					if err == nil {
+						return count, nil
+					}
+				} else if items[0] == "processing" {
+					return nil, errs.ErrRepeatedRequest
+				}
+			} else {
+				log.Warnf(c, "[transactions.TransactionImportHandler] another transaction import task may be executing, but remark \"%s\" is invalid", remark)
 			}
 		}
 	}
@@ -1189,7 +1516,7 @@ func (a *TransactionsApi) TransactionImportHandler(c *core.WebContext) (any, *er
 			return nil, errs.ErrTransactionTagIdInvalid
 		}
 
-		if len(tagIds) > maximumTagsCountOfTransaction {
+		if len(tagIds) > models.MaximumTagsCountOfTransaction {
 			return nil, errs.ErrTransactionHasTooManyTags
 		}
 
@@ -1198,7 +1525,7 @@ func (a *TransactionsApi) TransactionImportHandler(c *core.WebContext) (any, *er
 			return nil, errs.ErrTransactionTypeInvalid
 		}
 
-		if transactionCreateReq.Type == models.TRANSACTION_TYPE_MODIFY_BALANCE && transactionCreateReq.CategoryId > 0 {
+		if transactionCreateReq.Type == models.TRANSACTION_TYPE_MODIFY_BALANCE && transactionCreateReq.CategoryId != 0 {
 			log.Warnf(c, "[transactions.TransactionImportHandler] balance modification transaction \"index:%d\" cannot set category id", i)
 			return nil, errs.ErrBalanceModificationTransactionCannotSetCategory
 		}
@@ -1247,21 +1574,74 @@ func (a *TransactionsApi) TransactionImportHandler(c *core.WebContext) (any, *er
 		newTransactions[i] = transaction
 	}
 
-	err = a.transactions.BatchCreateTransactions(c, user.Uid, newTransactions, newTransactionTagIdsMap)
+	err = a.transactions.BatchCreateTransactions(c, user.Uid, newTransactions, newTransactionTagIdsMap, func(currentProcess float64) {
+		a.SetSubmissionRemarkIfEnable(duplicatechecker.DUPLICATE_CHECKER_TYPE_IMPORT_TRANSACTIONS, uid, transactionImportReq.ClientSessionId, fmt.Sprintf("processing:%.2f", currentProcess))
+	})
 	count := len(newTransactions)
 
 	if err != nil {
+		a.RemoveSubmissionRemarkIfEnable(duplicatechecker.DUPLICATE_CHECKER_TYPE_IMPORT_TRANSACTIONS, uid, transactionImportReq.ClientSessionId)
 		log.Errorf(c, "[transactions.TransactionImportHandler] failed to import %d transactions for user \"uid:%d\", because %s", count, uid, err.Error())
 		return nil, errs.Or(err, errs.ErrOperationFailed)
 	}
 
 	log.Infof(c, "[transactions.TransactionImportHandler] user \"uid:%d\" has imported %d transactions successfully", uid, count)
 
-	a.SetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_IMPORT_TRANSACTIONS, uid, transactionImportReq.ClientSessionId, utils.IntToString(count))
+	a.SetSubmissionRemarkIfEnable(duplicatechecker.DUPLICATE_CHECKER_TYPE_IMPORT_TRANSACTIONS, uid, transactionImportReq.ClientSessionId, fmt.Sprintf("finished:%d", count))
 
 	return count, nil
 }
 
+// TransactionImportProcessHandler returns the process of specified transaction import task by request parameters for current user
+func (a *TransactionsApi) TransactionImportProcessHandler(c *core.WebContext) (any, *errs.Error) {
+	var transactionImportProcessReq models.TransactionImportProcessRequest
+	err := c.ShouldBindQuery(&transactionImportProcessReq)
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionImportProcessHandler] parse request failed, because %s", err.Error())
+		return nil, errs.NewIncompleteOrIncorrectSubmissionError(err)
+	}
+
+	uid := c.GetCurrentUid()
+
+	if !a.CurrentConfig().EnableDuplicateSubmissionsCheck {
+		return nil, nil
+	}
+
+	found, remark := a.GetSubmissionRemark(duplicatechecker.DUPLICATE_CHECKER_TYPE_IMPORT_TRANSACTIONS, uid, transactionImportProcessReq.ClientSessionId)
+
+	if !found {
+		return nil, nil
+	}
+
+	items := strings.Split(remark, ":")
+
+	if len(items) < 2 {
+		return nil, nil
+	}
+
+	if items[0] == "finished" {
+		return 100, nil
+	} else if items[0] != "processing" {
+		return nil, nil
+	}
+
+	process, err := utils.StringToFloat64(items[1])
+
+	if err != nil {
+		log.Warnf(c, "[transactions.TransactionImportProcessHandler] parse process failed, because %s", err.Error())
+		return nil, nil
+	}
+
+	if process < 0 {
+		return nil, nil
+	} else if process >= 100 {
+		process = 100
+	}
+
+	return process, nil
+}
+
 func (a *TransactionsApi) filterTransactions(c *core.WebContext, uid int64, transactions []*models.Transaction, accountMap map[int64]*models.Account) []*models.Transaction {
 	finalTransactions := make([]*models.Transaction, 0, len(transactions))
 
@@ -1286,134 +1666,6 @@ func (a *TransactionsApi) filterTransactions(c *core.WebContext, uid int64, tran
 	return finalTransactions
 }
 
-func (a *TransactionsApi) getAccountOrSubAccountIds(c *core.WebContext, accountIds string, uid int64) ([]int64, error) {
-	if accountIds == "" || accountIds == "0" {
-		return nil, nil
-	}
-
-	requestAccountIds, err := utils.StringArrayToInt64Array(strings.Split(accountIds, ","))
-
-	if err != nil {
-		return nil, errs.Or(err, errs.ErrAccountIdInvalid)
-	}
-
-	var allAccountIds []int64
-
-	if len(requestAccountIds) > 0 {
-		allSubAccounts, err := a.accounts.GetSubAccountsByAccountIds(c, uid, requestAccountIds)
-
-		if err != nil {
-			return nil, err
-		}
-
-		accountIdsMap := make(map[int64]int32, len(requestAccountIds))
-
-		for i := 0; i < len(requestAccountIds); i++ {
-			accountIdsMap[requestAccountIds[i]] = 0
-		}
-
-		for i := 0; i < len(allSubAccounts); i++ {
-			subAccount := allSubAccounts[i]
-
-			if refCount, exists := accountIdsMap[subAccount.ParentAccountId]; exists {
-				accountIdsMap[subAccount.ParentAccountId] = refCount + 1
-			} else {
-				accountIdsMap[subAccount.ParentAccountId] = 1
-			}
-
-			if _, exists := accountIdsMap[subAccount.AccountId]; exists {
-				delete(accountIdsMap, subAccount.AccountId)
-			}
-
-			allAccountIds = append(allAccountIds, subAccount.AccountId)
-		}
-
-		for accountId, refCount := range accountIdsMap {
-			if refCount < 1 {
-				allAccountIds = append(allAccountIds, accountId)
-			}
-		}
-	}
-
-	return allAccountIds, nil
-}
-
-func (a *TransactionsApi) getCategoryOrSubCategoryIds(c *core.WebContext, categoryIds string, uid int64) ([]int64, error) {
-	if categoryIds == "" || categoryIds == "0" {
-		return nil, nil
-	}
-
-	requestCategoryIds, err := utils.StringArrayToInt64Array(strings.Split(categoryIds, ","))
-
-	if err != nil {
-		return nil, errs.Or(err, errs.ErrTransactionCategoryIdInvalid)
-	}
-
-	var allCategoryIds []int64
-
-	if len(requestCategoryIds) > 0 {
-		allSubCategories, err := a.transactionCategories.GetSubCategoriesByCategoryIds(c, uid, requestCategoryIds)
-
-		if err != nil {
-			return nil, err
-		}
-
-		categoryIdsMap := make(map[int64]int32, len(requestCategoryIds))
-
-		for i := 0; i < len(requestCategoryIds); i++ {
-			categoryIdsMap[requestCategoryIds[i]] = 0
-		}
-
-		for i := 0; i < len(allSubCategories); i++ {
-			subCategory := allSubCategories[i]
-
-			if refCount, exists := categoryIdsMap[subCategory.ParentCategoryId]; exists {
-				categoryIdsMap[subCategory.ParentCategoryId] = refCount + 1
-			} else {
-				categoryIdsMap[subCategory.ParentCategoryId] = 1
-			}
-
-			if _, exists := categoryIdsMap[subCategory.CategoryId]; exists {
-				delete(categoryIdsMap, subCategory.CategoryId)
-			}
-
-			allCategoryIds = append(allCategoryIds, subCategory.CategoryId)
-		}
-
-		for accountId, refCount := range categoryIdsMap {
-			if refCount < 1 {
-				allCategoryIds = append(allCategoryIds, accountId)
-			}
-		}
-	}
-
-	return allCategoryIds, nil
-}
-
-func (a *TransactionsApi) getTagIds(tagIds string) ([]int64, error) {
-	if tagIds == "" || tagIds == "0" {
-		return nil, nil
-	}
-
-	requestTagIds, err := utils.StringArrayToInt64Array(strings.Split(tagIds, ","))
-
-	if err != nil {
-		return nil, errs.Or(err, errs.ErrTransactionTagIdInvalid)
-	}
-
-	return requestTagIds, nil
-}
-
-func (a *TransactionsApi) getTransactionTagIds(allTransactionTagIds map[int64][]int64) []int64 {
-	allTagIds := make([]int64, 0, len(allTransactionTagIds))
-
-	for _, tagIds := range allTransactionTagIds {
-		allTagIds = append(allTagIds, tagIds...)
-	}
-
-	return allTagIds
-}
-
 func (a *TransactionsApi) getTransactionTagInfoResponses(tagIds []int64, allTransactionTags map[int64]*models.TransactionTag) []*models.TransactionTagInfoResponse {
 	allTags := make([]*models.TransactionTagInfoResponse, 0, len(tagIds))
 
@@ -1483,7 +1735,7 @@ func (a *TransactionsApi) getTransactionResponseListResult(c *core.WebContext, u
 	}
 
 	if !trimTag {
-		tagMap, err = a.transactionTags.GetTagsByTagIds(c, uid, utils.ToUniqueInt64Slice(a.getTransactionTagIds(allTransactionTagIds)))
+		tagMap, err = a.transactionTags.GetTagsByTagIds(c, uid, utils.ToUniqueInt64Slice(a.transactionTags.GetTransactionTagIds(allTransactionTagIds)))
 
 		if err != nil {
 			log.Errorf(c, "[transactions.getTransactionResponseListResult] failed to get transactions tags for user \"uid:%d\", because %s", uid, err.Error())

pkg/api/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/users.go

@@ -78,6 +78,7 @@ 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,
 	}
@@ -349,6 +350,33 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 		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
@@ -385,6 +413,33 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 		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
@@ -412,13 +467,13 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
 		userNew.DigitGrouping = core.DIGIT_GROUPING_TYPE_INVALID
 	}
 
-	if userUpdateReq.CurrencyDisplayType != nil && *userUpdateReq.CurrencyDisplayType != user.CurrencyDisplayType {
-		user.CurrencyDisplayType = *userUpdateReq.CurrencyDisplayType
-		userNew.CurrencyDisplayType = *userUpdateReq.CurrencyDisplayType
+	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 {

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

@@ -394,7 +394,7 @@ func (l *UserDataCli) ListUserTokens(c *core.CliContext, username string) ([]*mo
 		return nil, err
 	}
 
-	tokens, err := l.tokens.GetAllUnexpiredNormalTokensByUid(c, uid)
+	tokens, err := l.tokens.GetAllUnexpiredNormalAndMCPTokensByUid(c, uid)
 
 	if err != nil {
 		log.CliErrorf(c, "[user_data.ListUserTokens] failed to get tokens of user \"%s\", because %s", username, err.Error())
@@ -405,7 +405,7 @@ func (l *UserDataCli) ListUserTokens(c *core.CliContext, username string) ([]*mo
 }
 
 // CreateNewUserToken returns a new token for the specified user
-func (l *UserDataCli) CreateNewUserToken(c *core.CliContext, username string) (*models.TokenRecord, string, error) {
+func (l *UserDataCli) CreateNewUserToken(c *core.CliContext, username string, tokenType string) (*models.TokenRecord, string, error) {
 	if username == "" {
 		log.CliErrorf(c, "[user_data.CreateNewUserToken] user name is empty")
 		return nil, "", errs.ErrUsernameIsEmpty
@@ -418,7 +418,24 @@ func (l *UserDataCli) CreateNewUserToken(c *core.CliContext, username string) (*
 		return nil, "", err
 	}
 
-	token, tokenRecord, err := l.tokens.CreateTokenViaCli(c, user)
+	var token string
+	var tokenRecord *models.TokenRecord
+
+	if tokenType == "mcp" {
+		if !l.CurrentConfig().EnableMCPServer {
+			return nil, "", errs.ErrMCPServerNotEnabled
+		}
+
+		if user.FeatureRestriction.Contains(core.USER_FEATURE_RESTRICTION_TYPE_MCP_ACCESS) {
+			return nil, "", errs.ErrNotPermittedToPerformThisAction
+		}
+
+		token, tokenRecord, err = l.tokens.CreateMCPTokenViaCli(c, user)
+	} else if tokenType == "normal" {
+		token, tokenRecord, err = l.tokens.CreateTokenViaCli(c, user)
+	} else {
+		return nil, "", errs.ErrParameterInvalid
+	}
 
 	if err != nil {
 		log.CliErrorf(c, "[user_data.CreateNewUserToken] failed to create token for user \"%s\", because %s", username, err.Error())
@@ -428,6 +445,39 @@ func (l *UserDataCli) CreateNewUserToken(c *core.CliContext, username string) (*
 	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 == "" {
@@ -810,7 +860,7 @@ 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())
@@ -876,7 +926,7 @@ 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
@@ -889,7 +939,7 @@ 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)
 
@@ -898,7 +948,7 @@ 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)
 
@@ -907,7 +957,7 @@ 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
 }
@@ -959,7 +1009,7 @@ func (l *UserDataCli) checkTransactionCategory(c *core.CliContext, transaction *
 		return errs.ErrTransactionCategoryNotFound
 	}
 
-	if category.ParentCategoryId == models.LevelOneTransactionParentId {
+	if category.ParentCategoryId == models.LevelOneTransactionCategoryParentId {
 		log.CliErrorf(c, "[user_data.checkTransactionCategory] the transaction category \"id:%d\" of transaction \"id:%d\" is not a sub category", transaction.CategoryId, transaction.TransactionId)
 		return errs.ErrOperationFailed
 	}

pkg/converters/alipay/alipay_transaction_data_csv_file_importer.go

@@ -2,20 +2,17 @@ package alipay
 
 import (
 	"bytes"
-	"encoding/csv"
-	"io"
-	"strings"
 
 	"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{
@@ -56,17 +53,23 @@ type alipayTransactionDataCsvFileImporter struct {
 }
 
 // ParseImportedData returns the imported data by parsing the alipay transaction csv data
-func (c *alipayTransactionDataCsvFileImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]*models.TransactionCategory, incomeCategoryMap map[string]*models.TransactionCategory, transferCategoryMap map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
+func (c *alipayTransactionDataCsvFileImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
 	enc := simplifiedchinese.GB18030
 	reader := transform.NewReader(bytes.NewReader(data), enc.NewDecoder())
 
-	dataTable, err := c.createNewAlipayImportedDataTable(ctx, reader, c.fileHeaderLine, c.dataHeaderStartContent, c.dataBottomEndLineRune)
+	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 +79,9 @@ 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
-}

pkg/converters/alipay/alipay_transaction_data_csv_file_importer_test.go

@@ -102,6 +102,7 @@ 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" +
@@ -121,6 +122,7 @@ 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" +
@@ -141,6 +143,46 @@ func TestAlipayCsvFileImporterParseImportedData_ParseRefundTransaction(t *testin
 	assert.Equal(t, "", allNewTransactions[0].OriginalCategoryName)
 }
 
+func TestAlipayCsvFileImporterParseImportedData_ParseInvestmentRefundTransaction(t *testing.T) {
+	converter := 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 := converter.ParseImportedData(context, user, []byte(data1), 0, 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
 	context := core.NewNullContext()
@@ -380,38 +422,110 @@ 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)
 	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) {

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 strings.Index(row.GetData(0), dataHeaderStartContent) >= 0 {
+				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

@@ -18,19 +18,25 @@ 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] {
@@ -50,23 +56,23 @@ 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 +80,13 @@ 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 +98,7 @@ 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 +123,38 @@ 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 +166,9 @@ 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 +197,21 @@ func (p *alipayTransactionDataRowParser) Parse(ctx core.Context, user *models.Us
 	return data, true, nil
 }
 
+func (p *alipayTransactionDataRowParser) hasOriginalColumn(columnName string) bool {
+	_, exists := p.existedOriginalDataColumns[columnName]
+	return exists
+}
+
 // createAlipayTransactionDataRowParser returns alipay transaction data row parser
-func createAlipayTransactionDataRowParser(originalColumnNames alipayTransactionColumnNames) datatable.CommonTransactionDataRowParser {
+func createAlipayTransactionDataRowParser(originalColumnNames alipayTransactionColumnNames, headerColumnNames []string) datatable.CommonTransactionDataRowParser {
+	existedOriginalDataColumns := make(map[string]bool, len(headerColumnNames))
+
+	for i := 0; i < len(headerColumnNames); i++ {
+		existedOriginalDataColumns[headerColumnNames[i]] = true
+	}
+
 	return &alipayTransactionDataRowParser{
-		columns: originalColumnNames,
+		columns:                    originalColumnNames,
+		existedOriginalDataColumns: existedOriginalDataColumns,
 	}
 }

pkg/converters/beancount/beancount_amount_expression_evaluator.go

@@ -0,0 +1,242 @@
+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 +1,49 @@
+package beancount
+
+import (
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+var beancountTransactionTypeNameMapping = map[models.TransactionType]string{
+	models.TRANSACTION_TYPE_MODIFY_BALANCE: utils.IntToString(int(models.TRANSACTION_TYPE_MODIFY_BALANCE)),
+	models.TRANSACTION_TYPE_INCOME:         utils.IntToString(int(models.TRANSACTION_TYPE_INCOME)),
+	models.TRANSACTION_TYPE_EXPENSE:        utils.IntToString(int(models.TRANSACTION_TYPE_EXPENSE)),
+	models.TRANSACTION_TYPE_TRANSFER:       utils.IntToString(int(models.TRANSACTION_TYPE_TRANSFER)),
+}
+
+// beancountTransactionDataImporter defines the structure of Beancount importer for transaction data
+type beancountTransactionDataImporter struct {
+}
+
+// Initialize a beancount transaction data importer singleton instance
+var (
+	BeancountTransactionDataImporter = &beancountTransactionDataImporter{}
+)
+
+// ParseImportedData returns the imported data by parsing the Beancount transaction data
+func (c *beancountTransactionDataImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
+	beancountDataReader, err := createNewBeancountDataReader(ctx, data)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	beancountData, err := beancountDataReader.read(ctx)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	transactionDataTable, err := createNewBeancountTransactionDataTable(beancountData)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	dataTableImporter := converter.CreateNewImporterWithTypeNameMapping(beancountTransactionTypeNameMapping, "", "", BEANCOUNT_TRANSACTION_TAG_SEPARATOR)
+
+	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezoneOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+}

pkg/converters/beancount/beancount_transaction_data_file_importer_test.go

@@ -0,0 +1,358 @@
+package beancount
+
+import (
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+func TestBeancountTransactionDataFileParseImportedData_MinimumValidData(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := converter.ParseImportedData(context, user, []byte(
+		"2024-09-01 *\n"+
+			"  Equity:Opening-Balances -123.45 CNY\n"+
+			"  Assets:TestAccount 123.45 CNY\n"+
+			"2024-09-02 *\n"+
+			"  Income:TestCategory -0.12 CNY\n"+
+			"  Assets:TestAccount 0.12 CNY\n"+
+			"2024-09-03 *\n"+
+			"  Assets:TestAccount -1.00 CNY\n"+
+			"  Expenses:TestCategory2 1.00 CNY\n"+
+			"2024-09-04 *\n"+
+			"  Assets:TestAccount -0.05 CNY\n"+
+			"  Assets:TestAccount2 0.05 CNY\n"), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+
+	assert.Equal(t, 4, len(allNewTransactions))
+	assert.Equal(t, 2, len(allNewAccounts))
+	assert.Equal(t, 1, len(allNewSubExpenseCategories))
+	assert.Equal(t, 1, len(allNewSubIncomeCategories))
+	assert.Equal(t, 1, len(allNewSubTransferCategories))
+	assert.Equal(t, 0, len(allNewTags))
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[0].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_MODIFY_BALANCE, allNewTransactions[0].Type)
+	assert.Equal(t, int64(1725148800), utils.GetUnixTimeFromTransactionTime(allNewTransactions[0].TransactionTime))
+	assert.Equal(t, int64(12345), allNewTransactions[0].Amount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[0].OriginalSourceAccountName)
+	assert.Equal(t, "", allNewTransactions[0].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[1].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_INCOME, allNewTransactions[1].Type)
+	assert.Equal(t, int64(1725235200), utils.GetUnixTimeFromTransactionTime(allNewTransactions[1].TransactionTime))
+	assert.Equal(t, int64(12), allNewTransactions[1].Amount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[1].OriginalSourceAccountName)
+	assert.Equal(t, "Income:TestCategory", allNewTransactions[1].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[2].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_EXPENSE, allNewTransactions[2].Type)
+	assert.Equal(t, int64(1725321600), utils.GetUnixTimeFromTransactionTime(allNewTransactions[2].TransactionTime))
+	assert.Equal(t, int64(100), allNewTransactions[2].Amount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[2].OriginalSourceAccountName)
+	assert.Equal(t, "Expenses:TestCategory2", allNewTransactions[2].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[3].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[3].Type)
+	assert.Equal(t, int64(1725408000), utils.GetUnixTimeFromTransactionTime(allNewTransactions[3].TransactionTime))
+	assert.Equal(t, int64(5), allNewTransactions[3].Amount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[3].OriginalSourceAccountName)
+	assert.Equal(t, "Assets:TestAccount2", allNewTransactions[3].OriginalDestinationAccountName)
+	assert.Equal(t, "", allNewTransactions[3].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[0].Uid)
+	assert.Equal(t, "Assets:TestAccount", allNewAccounts[0].Name)
+	assert.Equal(t, "CNY", allNewAccounts[0].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[1].Uid)
+	assert.Equal(t, "Assets:TestAccount2", allNewAccounts[1].Name)
+	assert.Equal(t, "CNY", allNewAccounts[1].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewSubExpenseCategories[0].Uid)
+	assert.Equal(t, "Expenses:TestCategory2", allNewSubExpenseCategories[0].Name)
+
+	assert.Equal(t, int64(1234567890), allNewSubIncomeCategories[0].Uid)
+	assert.Equal(t, "Income:TestCategory", allNewSubIncomeCategories[0].Name)
+
+	assert.Equal(t, int64(1234567890), allNewSubTransferCategories[0].Uid)
+	assert.Equal(t, "", allNewSubTransferCategories[0].Name)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_MinimumValidData2(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := converter.ParseImportedData(context, user, []byte(
+		"2024-09-01 *\n"+
+			"  Assets:TestAccount 123.45 CNY\n"+
+			"  Equity:Opening-Balances -123.45 CNY\n"+
+			"2024-09-02 *\n"+
+			"  Assets:TestAccount 0.12 CNY\n"+
+			"  Income:TestCategory -0.12 CNY\n"+
+			"2024-09-03 *\n"+
+			"  Expenses:TestCategory2 1.00 CNY\n"+
+			"  Assets:TestAccount -1.00 CNY\n"+
+			"2024-09-04 *\n"+
+			"  Assets:TestAccount2 0.05 CNY\n"+
+			"  Assets:TestAccount -0.05 CNY\n"), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+
+	assert.Equal(t, 4, len(allNewTransactions))
+	assert.Equal(t, 2, len(allNewAccounts))
+	assert.Equal(t, 1, len(allNewSubExpenseCategories))
+	assert.Equal(t, 1, len(allNewSubIncomeCategories))
+	assert.Equal(t, 1, len(allNewSubTransferCategories))
+	assert.Equal(t, 0, len(allNewTags))
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[0].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_MODIFY_BALANCE, allNewTransactions[0].Type)
+	assert.Equal(t, int64(1725148800), utils.GetUnixTimeFromTransactionTime(allNewTransactions[0].TransactionTime))
+	assert.Equal(t, int64(12345), allNewTransactions[0].Amount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[0].OriginalSourceAccountName)
+	assert.Equal(t, "", allNewTransactions[0].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[1].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_INCOME, allNewTransactions[1].Type)
+	assert.Equal(t, int64(1725235200), utils.GetUnixTimeFromTransactionTime(allNewTransactions[1].TransactionTime))
+	assert.Equal(t, int64(12), allNewTransactions[1].Amount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[1].OriginalSourceAccountName)
+	assert.Equal(t, "Income:TestCategory", allNewTransactions[1].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[2].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_EXPENSE, allNewTransactions[2].Type)
+	assert.Equal(t, int64(1725321600), utils.GetUnixTimeFromTransactionTime(allNewTransactions[2].TransactionTime))
+	assert.Equal(t, int64(100), allNewTransactions[2].Amount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[2].OriginalSourceAccountName)
+	assert.Equal(t, "Expenses:TestCategory2", allNewTransactions[2].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[3].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_TRANSFER_OUT, allNewTransactions[3].Type)
+	assert.Equal(t, int64(1725408000), utils.GetUnixTimeFromTransactionTime(allNewTransactions[3].TransactionTime))
+	assert.Equal(t, int64(5), allNewTransactions[3].Amount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[3].OriginalSourceAccountName)
+	assert.Equal(t, "Assets:TestAccount2", allNewTransactions[3].OriginalDestinationAccountName)
+	assert.Equal(t, "", allNewTransactions[3].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[0].Uid)
+	assert.Equal(t, "Assets:TestAccount", allNewAccounts[0].Name)
+	assert.Equal(t, "CNY", allNewAccounts[0].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[1].Uid)
+	assert.Equal(t, "Assets:TestAccount2", allNewAccounts[1].Name)
+	assert.Equal(t, "CNY", allNewAccounts[1].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewSubExpenseCategories[0].Uid)
+	assert.Equal(t, "Expenses:TestCategory2", allNewSubExpenseCategories[0].Name)
+
+	assert.Equal(t, int64(1234567890), allNewSubIncomeCategories[0].Uid)
+	assert.Equal(t, "Income:TestCategory", allNewSubIncomeCategories[0].Name)
+
+	assert.Equal(t, int64(1234567890), allNewSubTransferCategories[0].Uid)
+	assert.Equal(t, "", allNewSubTransferCategories[0].Name)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_ParseInvalidTime(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+		"2024/09/01 *\n"+
+			"  Equity:Opening-Balances -123.45 CNY\n"+
+			"  Assets:TestAccount 123.45 CNY\n"), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrNotFoundTransactionDataInFile.Message)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_ParseValidCurrency(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, allNewAccounts, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+		"2024-09-01 * \"Payee Name\" \"Hello\nWorld\"\n"+
+			"  Assets:TestAccount -0.12 USD\n"+
+			"  Assets:TestAccount2 0.84 CNY\n"), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, 2, len(allNewAccounts))
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[0].Uid)
+	assert.Equal(t, int64(12), allNewTransactions[0].Amount)
+	assert.Equal(t, int64(84), allNewTransactions[0].RelatedAccountAmount)
+	assert.Equal(t, "Assets:TestAccount", allNewTransactions[0].OriginalSourceAccountName)
+	assert.Equal(t, "USD", allNewTransactions[0].OriginalSourceAccountCurrency)
+	assert.Equal(t, "Assets:TestAccount2", allNewTransactions[0].OriginalDestinationAccountName)
+	assert.Equal(t, "CNY", allNewTransactions[0].OriginalDestinationAccountCurrency)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[0].Uid)
+	assert.Equal(t, "Assets:TestAccount", allNewAccounts[0].Name)
+	assert.Equal(t, "USD", allNewAccounts[0].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[1].Uid)
+	assert.Equal(t, "Assets:TestAccount2", allNewAccounts[1].Name)
+	assert.Equal(t, "CNY", allNewAccounts[1].Currency)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_ParseInvalidAmount(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+		"2024-09-01 *\n"+
+			"  Equity:Opening-Balances -abc CNY\n"+
+			"  Assets:TestAccount abc CNY\n"), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		"2024-09-01 *\n"+
+			"  Equity:Opening-Balances -1/0 CNY\n"+
+			"  Assets:TestAccount 1/0 CNY\n"), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_ParseDescription(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+		"2024-09-01 * \"foo    bar\t#test\n\"\n"+
+			"  Equity:Opening-Balances -123.45 CNY\n"+
+			"  Assets:TestAccount 123.45 CNY\n"+
+			"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
+			"  Income:TestCategory -0.12 CNY\n"+
+			"  Assets:TestAccount 0.12 CNY\n"), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+
+	assert.Equal(t, 2, len(allNewTransactions))
+
+	assert.Equal(t, "foo    bar\t#test\n", allNewTransactions[0].Comment)
+	assert.Equal(t, "Hello\nWorld", allNewTransactions[1].Comment)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_InvalidTransaction(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+		"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
+			"  Assets:TestAccount 0.11 CNY\n"+
+			"  Assets:TestAccount2 0.11 CNY\n"), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
+			"  Expenses:TestCategory -0.11 CNY\n"+
+			"  Expenses:TestCategory2 0.11 CNY\n"), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrThereAreNotSupportedTransactionType.Message)
+
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
+			"  Income:TestCategory -0.11 CNY\n"+
+			"  Income:TestCategory2 0.11 CNY\n"), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrThereAreNotSupportedTransactionType.Message)
+
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
+			"  Equity:TestCategory -0.11 CNY\n"+
+			"  Equity:TestCategory2 0.11 CNY\n"), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrThereAreNotSupportedTransactionType.Message)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_NotSupportedToParseSplitTransaction(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+		"2024-09-02 * \"Payee Name\" \"Hello\nWorld\"\n"+
+			"  Assets:TestAccount -0.23 CNY\n"+
+			"  Assets:TestAccount2 0.11 CNY\n"+
+			"  Assets:TestAccount3 0.12 CNY\n"), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrNotSupportedSplitTransactions.Message)
+}
+
+func TestBeancountTransactionDataFileParseImportedData_MissingTransactionRequiredData(t *testing.T) {
+	converter := BeancountTransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	// Missing Transaction Time
+	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+		"* \"narration\"\n"+
+			"  Equity:Opening-Balances -123.45 CNY\n"+
+			"  Assets:TestAccount 123.45 CNY\n"), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrNotFoundTransactionDataInFile.Message)
+
+	// Missing Account Name
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		"2024-09-01 * \"narration\"\n"+
+			"  Equity:Opening-Balances -123.45 CNY\n"+
+			"   123.45 CNY\n"), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+
+	// Missing Amount
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		"2024-09-01 * \"narration\"\n"+
+			"  Equity:Opening-Balances\n"+
+			"  Assets:TestAccount\n"), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+
+	// Missing Commodity
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		"2024-09-01 * \"narration\"\n"+
+			"  Equity:Opening-Balances -123.45\n"+
+			"  Assets:TestAccount 123.45\n"), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrInvalidBeancountFile.Message)
+}

pkg/converters/beancount/beancount_transaction_data_table.go

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

pkg/converters/camt/camt_data.go

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

pkg/converters/camt/camt_data_reader.go

@@ -0,0 +1,43 @@
+package camt
+
+import (
+	"bytes"
+	"encoding/xml"
+
+	"golang.org/x/net/html/charset"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+)
+
+// camt053FileReader defines the structure of camt.053 file reader
+type camt053FileReader struct {
+	xmlDecoder *xml.Decoder
+}
+
+// read returns the imported camt.053 data
+// Reference: https://www.iso20022.org/message-set/1196/download
+func (r *camt053FileReader) read(ctx core.Context) (*camt053File, error) {
+	file := &camt053File{}
+
+	err := r.xmlDecoder.Decode(&file)
+
+	if err != nil {
+		return nil, err
+	}
+
+	return file, nil
+}
+
+func createNewCamt053FileReader(data []byte) (*camt053FileReader, error) {
+	if len(data) > 5 && data[0] == 0x3C && data[1] == 0x3F && data[2] == 0x78 && data[3] == 0x6D && data[4] == 0x6C { // <?xml
+		xmlDecoder := xml.NewDecoder(bytes.NewReader(data))
+		xmlDecoder.CharsetReader = charset.NewReaderLabel
+
+		return &camt053FileReader{
+			xmlDecoder: xmlDecoder,
+		}, nil
+	}
+
+	return nil, errs.ErrInvalidXmlFile
+}

pkg/converters/camt/camt_statement_transaction_data_table.go

@@ -0,0 +1,314 @@
+package camt
+
+import (
+	"fmt"
+	"strings"
+
+	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+var camtTransactionSupportedColumns = map[datatable.TransactionDataTableColumn]bool{
+	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME:     true,
+	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE: true,
+	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE:     true,
+	datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY:         true,
+	datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME:         true,
+	datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY:     true,
+	datatable.TRANSACTION_DATA_TABLE_AMOUNT:               true,
+	datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME: true,
+	datatable.TRANSACTION_DATA_TABLE_DESCRIPTION:          true,
+}
+
+// camtStatementTransactionDataTable defines the structure of camt statement transaction data table
+type camtStatementTransactionDataTable struct {
+	allStatements []*camtStatement
+}
+
+// camtStatementTransactionDataRow defines the structure of camt statement transaction data row
+type camtStatementTransactionDataRow struct {
+	dataTable          *camtStatementTransactionDataTable
+	account            *camtAccount
+	entry              *camtEntry
+	transactionDetails *camtTransactionDetails
+	finalItems         map[datatable.TransactionDataTableColumn]string
+}
+
+// camtStatementTransactionDataRowIterator defines the structure of camt statement transaction data row iterator
+type camtStatementTransactionDataRowIterator struct {
+	dataTable                      *camtStatementTransactionDataTable
+	currentStatementIndex          int
+	currentEntryIndex              int
+	currentTransactionDetailsIndex int
+}
+
+// HasColumn returns whether the transaction data table has specified column
+func (t *camtStatementTransactionDataTable) HasColumn(column datatable.TransactionDataTableColumn) bool {
+	_, exists := camtTransactionSupportedColumns[column]
+	return exists
+}
+
+// TransactionRowCount returns the total count of transaction data row
+func (t *camtStatementTransactionDataTable) TransactionRowCount() int {
+	totalDataRowCount := 0
+
+	for i := 0; i < len(t.allStatements); i++ {
+		statement := t.allStatements[i]
+
+		for j := 0; j < len(statement.Entries); j++ {
+			entry := statement.Entries[j]
+
+			if entry.EntryDetails != nil {
+				totalDataRowCount += len(entry.EntryDetails.TransactionDetails)
+			} else {
+				totalDataRowCount++
+			}
+		}
+	}
+
+	return totalDataRowCount
+}
+
+// TransactionRowIterator returns the iterator of transaction data row
+func (t *camtStatementTransactionDataTable) TransactionRowIterator() datatable.TransactionDataRowIterator {
+	return &camtStatementTransactionDataRowIterator{
+		dataTable:                      t,
+		currentStatementIndex:          0,
+		currentEntryIndex:              0,
+		currentTransactionDetailsIndex: -1,
+	}
+}
+
+// IsValid returns whether this row is valid data for importing
+func (r *camtStatementTransactionDataRow) IsValid() bool {
+	return true
+}
+
+// GetData returns the data in the specified column type
+func (r *camtStatementTransactionDataRow) GetData(column datatable.TransactionDataTableColumn) string {
+	_, exists := camtTransactionSupportedColumns[column]
+
+	if exists {
+		return r.finalItems[column]
+	}
+
+	return ""
+}
+
+// HasNext returns whether the iterator does not reach the end
+func (t *camtStatementTransactionDataRowIterator) HasNext() bool {
+	allStatements := t.dataTable.allStatements
+
+	if t.currentStatementIndex >= len(allStatements) {
+		return false
+	}
+
+	currentStatement := allStatements[t.currentStatementIndex]
+
+	if t.currentEntryIndex+1 < len(currentStatement.Entries) {
+		return true
+	} else if t.currentEntryIndex < len(currentStatement.Entries) {
+		currencyEntry := currentStatement.Entries[t.currentEntryIndex]
+
+		if currencyEntry.EntryDetails != nil {
+			if t.currentTransactionDetailsIndex+1 < len(currencyEntry.EntryDetails.TransactionDetails) {
+				return true
+			}
+		} else {
+			if t.currentTransactionDetailsIndex < 0 {
+				return true
+			}
+		}
+	}
+
+	for i := t.currentStatementIndex + 1; i < len(allStatements); i++ {
+		statement := allStatements[i]
+
+		if len(statement.Entries) < 1 {
+			continue
+		}
+
+		return true
+	}
+
+	return false
+}
+
+// Next returns the next transaction data row
+func (t *camtStatementTransactionDataRowIterator) Next(ctx core.Context, user *models.User) (daraRow datatable.TransactionDataRow, err error) {
+	allStatements := t.dataTable.allStatements
+
+	for i := t.currentStatementIndex; i < len(allStatements); i++ {
+		foundNextRow := false
+		statement := allStatements[i]
+
+		for j := t.currentEntryIndex; j < len(statement.Entries); j++ {
+			if statement.Entries[j].EntryDetails != nil {
+				if t.currentTransactionDetailsIndex+1 < len(statement.Entries[j].EntryDetails.TransactionDetails) {
+					t.currentTransactionDetailsIndex++
+					foundNextRow = true
+					break
+				}
+			} else {
+				if t.currentTransactionDetailsIndex < 0 {
+					t.currentTransactionDetailsIndex++
+					foundNextRow = true
+					break
+				}
+			}
+
+			t.currentEntryIndex++
+			t.currentTransactionDetailsIndex = -1
+		}
+
+		if foundNextRow {
+			break
+		}
+
+		t.currentStatementIndex++
+		t.currentEntryIndex = 0
+		t.currentTransactionDetailsIndex = -1
+	}
+
+	if t.currentStatementIndex >= len(allStatements) {
+		return nil, nil
+	}
+
+	currentStatement := allStatements[t.currentStatementIndex]
+
+	if t.currentEntryIndex >= len(currentStatement.Entries) {
+		return nil, nil
+	}
+
+	account := currentStatement.Account
+	entry := currentStatement.Entries[t.currentEntryIndex]
+	var transactionDetails *camtTransactionDetails
+
+	if entry.EntryDetails != nil {
+		if t.currentTransactionDetailsIndex >= len(entry.EntryDetails.TransactionDetails) {
+			return nil, nil
+		} else {
+			transactionDetails = entry.EntryDetails.TransactionDetails[t.currentTransactionDetailsIndex]
+		}
+	} else {
+		if t.currentTransactionDetailsIndex >= 1 {
+			return nil, nil
+		}
+	}
+
+	rowItems, err := t.parseTransaction(ctx, user, account, entry, transactionDetails)
+
+	if err != nil {
+		log.Errorf(ctx, "[camt_statement_transaction_data_table.Next] cannot parsing transaction in entry#%d-transaction_detail#%d (statement#%d), because %s", t.currentEntryIndex, t.currentTransactionDetailsIndex, t.currentStatementIndex, err.Error())
+		return nil, err
+	}
+
+	return &camtStatementTransactionDataRow{
+		dataTable:          t.dataTable,
+		account:            account,
+		entry:              entry,
+		transactionDetails: transactionDetails,
+		finalItems:         rowItems,
+	}, nil
+}
+
+func (t *camtStatementTransactionDataRowIterator) parseTransaction(ctx core.Context, user *models.User, account *camtAccount, entry *camtEntry, transactionDetails *camtTransactionDetails) (map[datatable.TransactionDataTableColumn]string, error) {
+	data := make(map[datatable.TransactionDataTableColumn]string, len(camtTransactionSupportedColumns))
+
+	if account == nil {
+		return nil, errs.ErrMissingAccountData
+	}
+
+	if entry.BookingDate != nil && entry.BookingDate.DateTime != "" {
+		dateTime, err := utils.ParseFromLongDateTimeWithTimezoneRFC3339Format(entry.BookingDate.DateTime)
+
+		if err != nil {
+			return nil, errs.ErrTransactionTimeInvalid
+		}
+
+		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = utils.FormatUnixTimeToLongDateTime(dateTime.Unix(), dateTime.Location())
+		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] = utils.FormatTimezoneOffset(dateTime.Location())
+	} else if entry.BookingDate != nil && entry.BookingDate.Date != "" {
+		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = fmt.Sprintf("%s 00:00:00", entry.BookingDate.Date)
+		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] = datatable.TRANSACTION_DATA_TABLE_TIMEZONE_NOT_AVAILABLE
+	} else {
+		return nil, errs.ErrMissingTransactionTime
+	}
+
+	if account.IBAN != "" {
+		data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = account.IBAN
+	} else if account.OtherIdentification != "" {
+		data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = account.OtherIdentification
+	}
+
+	if transactionDetails != nil && transactionDetails.AmountDetails != nil && transactionDetails.AmountDetails.TransactionAmount != nil && transactionDetails.AmountDetails.TransactionAmount.Currency != "" {
+		data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY] = transactionDetails.AmountDetails.TransactionAmount.Currency
+	} else if entry.Amount != nil && entry.Amount.Currency != "" {
+		data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY] = entry.Amount.Currency
+	} else if account.Currency != "" {
+		data[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY] = account.Currency
+	} else {
+		return nil, errs.ErrAccountCurrencyInvalid
+	}
+
+	amountValue := ""
+
+	if entry.EntryDetails != nil && len(entry.EntryDetails.TransactionDetails) > 1 && transactionDetails != nil { // when there are multiple transaction details in one entry, only use the amount in the transaction details
+		if transactionDetails.AmountDetails != nil && transactionDetails.AmountDetails.InstructedAmount != nil && transactionDetails.AmountDetails.InstructedAmount.Value != "" {
+			amountValue = transactionDetails.AmountDetails.InstructedAmount.Value
+		} else if transactionDetails.AmountDetails != nil && transactionDetails.AmountDetails.TransactionAmount != nil && transactionDetails.AmountDetails.TransactionAmount.Value != "" {
+			amountValue = transactionDetails.AmountDetails.TransactionAmount.Value
+		} else {
+			return nil, errs.ErrAmountInvalid
+		}
+	} else if entry.Amount != nil && entry.Amount.Value != "" {
+		amountValue = entry.Amount.Value
+	}
+
+	if amountValue == "" {
+		return nil, errs.ErrAmountInvalid
+	}
+
+	amount, err := utils.ParseAmount(amountValue)
+
+	if err != nil {
+		log.Errorf(ctx, "[camt_statement_transaction_data_table.parseTransaction] cannot parsing transaction amount \"%s\", because %s", amountValue, err.Error())
+		return nil, errs.ErrAmountInvalid
+	}
+
+	data[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(amount)
+
+	if entry.CreditDebitIndicator == CAMT_INDICATOR_CREDIT {
+		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = utils.IntToString(int(models.TRANSACTION_TYPE_INCOME))
+	} else if entry.CreditDebitIndicator == CAMT_INDICATOR_DEBIT {
+		data[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = utils.IntToString(int(models.TRANSACTION_TYPE_EXPENSE))
+	} else {
+		return nil, errs.ErrTransactionTypeInvalid
+	}
+
+	if transactionDetails != nil && transactionDetails.AdditionalTransactionInformation != "" {
+		data[datatable.TRANSACTION_DATA_TABLE_DESCRIPTION] = transactionDetails.AdditionalTransactionInformation
+	} else if transactionDetails != nil && transactionDetails.RemittanceInformation != nil && len(transactionDetails.RemittanceInformation.Unstructured) > 0 {
+		data[datatable.TRANSACTION_DATA_TABLE_DESCRIPTION] = strings.Join(transactionDetails.RemittanceInformation.Unstructured, "\n")
+	} else if entry.AdditionalEntryInformation != "" {
+		data[datatable.TRANSACTION_DATA_TABLE_DESCRIPTION] = entry.AdditionalEntryInformation
+	} else {
+		data[datatable.TRANSACTION_DATA_TABLE_DESCRIPTION] = ""
+	}
+
+	return data, nil
+}
+
+func createNewCamtStatementTransactionDataTable(file *camt053File) (*camtStatementTransactionDataTable, error) {
+	if file == nil || file.BankToCustomerStatement == nil || len(file.BankToCustomerStatement.Statements) == 0 {
+		return nil, errs.ErrNotFoundTransactionDataInFile
+	}
+
+	return &camtStatementTransactionDataTable{
+		allStatements: file.BankToCustomerStatement.Statements,
+	}, nil
+}

pkg/converters/camt/camt_transaction_data_file_importer.go

@@ -0,0 +1,48 @@
+package camt
+
+import (
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+var camtTransactionTypeNameMapping = map[models.TransactionType]string{
+	models.TRANSACTION_TYPE_INCOME:   utils.IntToString(int(models.TRANSACTION_TYPE_INCOME)),
+	models.TRANSACTION_TYPE_EXPENSE:  utils.IntToString(int(models.TRANSACTION_TYPE_EXPENSE)),
+	models.TRANSACTION_TYPE_TRANSFER: utils.IntToString(int(models.TRANSACTION_TYPE_TRANSFER)),
+}
+
+// camt053TransactionDataImporter defines the structure of camt.053 file importer for transaction data
+type camt053TransactionDataImporter struct {
+}
+
+// Initialize a camt.053 transaction data importer singleton instance
+var (
+	Camt053TransactionDataImporter = &camt053TransactionDataImporter{}
+)
+
+// ParseImportedData returns the imported data by parsing the camt.053 file transaction data
+func (c *camt053TransactionDataImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
+	camt053DataReader, err := createNewCamt053FileReader(data)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	camt053Data, err := camt053DataReader.read(ctx)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	transactionDataTable, err := createNewCamtStatementTransactionDataTable(camt053Data)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	dataTableImporter := converter.CreateNewSimpleImporterWithTypeNameMapping(camtTransactionTypeNameMapping)
+
+	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezoneOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+}

pkg/converters/camt/camt_transaction_data_file_importer_test.go

@@ -0,0 +1,765 @@
+package camt
+
+import (
+	"testing"
+
+	"github.com/stretchr/testify/assert"
+
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+func TestCamt053TransactionDataFileParseImportedData_MinimumValidData(t *testing.T) {
+	converter := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, err := converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T01:23:45+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>DBIT</CdtDbtInd>
+						<Amt Ccy="CNY">0.12</Amt>
+					</Ntry>
+				</Stmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<Othr>
+								<Id>456</Id>
+							</Othr>
+						</Id>
+						<Ccy>USD</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T23:59:59+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="USD">1.23</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+
+	assert.Equal(t, 3, len(allNewTransactions))
+	assert.Equal(t, 2, len(allNewAccounts))
+	assert.Equal(t, 1, len(allNewSubExpenseCategories))
+	assert.Equal(t, 1, len(allNewSubIncomeCategories))
+	assert.Equal(t, 0, len(allNewSubTransferCategories))
+	assert.Equal(t, 0, len(allNewTags))
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[0].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_INCOME, allNewTransactions[0].Type)
+	assert.Equal(t, int64(1725125025), utils.GetUnixTimeFromTransactionTime(allNewTransactions[0].TransactionTime))
+	assert.Equal(t, int64(12345), allNewTransactions[0].Amount)
+	assert.Equal(t, "123", allNewTransactions[0].OriginalSourceAccountName)
+	assert.Equal(t, "CNY", allNewTransactions[0].OriginalSourceAccountCurrency)
+	assert.Equal(t, "", allNewTransactions[0].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[1].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_EXPENSE, allNewTransactions[1].Type)
+	assert.Equal(t, int64(1725165296), utils.GetUnixTimeFromTransactionTime(allNewTransactions[1].TransactionTime))
+	assert.Equal(t, int64(12), allNewTransactions[1].Amount)
+	assert.Equal(t, "123", allNewTransactions[1].OriginalSourceAccountName)
+	assert.Equal(t, "CNY", allNewTransactions[1].OriginalSourceAccountCurrency)
+	assert.Equal(t, "", allNewTransactions[1].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewTransactions[2].Uid)
+	assert.Equal(t, models.TRANSACTION_DB_TYPE_INCOME, allNewTransactions[2].Type)
+	assert.Equal(t, int64(1725206399), utils.GetUnixTimeFromTransactionTime(allNewTransactions[2].TransactionTime))
+	assert.Equal(t, int64(123), allNewTransactions[2].Amount)
+	assert.Equal(t, "456", allNewTransactions[2].OriginalSourceAccountName)
+	assert.Equal(t, "USD", allNewTransactions[2].OriginalSourceAccountCurrency)
+	assert.Equal(t, "", allNewTransactions[2].OriginalCategoryName)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[0].Uid)
+	assert.Equal(t, "123", allNewAccounts[0].Name)
+	assert.Equal(t, "CNY", allNewAccounts[0].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewAccounts[1].Uid)
+	assert.Equal(t, "456", allNewAccounts[1].Name)
+	assert.Equal(t, "USD", allNewAccounts[1].Currency)
+
+	assert.Equal(t, int64(1234567890), allNewSubExpenseCategories[0].Uid)
+	assert.Equal(t, "", allNewSubExpenseCategories[0].Name)
+
+	assert.Equal(t, int64(1234567890), allNewSubIncomeCategories[0].Uid)
+	assert.Equal(t, "", allNewSubIncomeCategories[0].Name)
+}
+
+func TestCamt053TransactionDataFileParseImportedData_ParseValidTransactionTime(t *testing.T) {
+	converter := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<Dt>2024-09-01</Dt>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-02T03:04:05Z</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 3, len(allNewTransactions))
+
+	assert.Equal(t, int64(1725148800), utils.GetUnixTimeFromTransactionTime(allNewTransactions[0].TransactionTime))
+	assert.Equal(t, int64(1725165296), utils.GetUnixTimeFromTransactionTime(allNewTransactions[1].TransactionTime))
+	assert.Equal(t, int64(1725246245), utils.GetUnixTimeFromTransactionTime(allNewTransactions[2].TransactionTime))
+}
+
+func TestCamt053TransactionDataFileParseImportedData_ParseInvalidTransactionTime(t *testing.T) {
+	converter := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrTransactionTimeInvalid.Message)
+
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024T1</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrTransactionTimeInvalid.Message)
+
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01 12:34:56</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrTransactionTimeInvalid.Message)
+
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<Dt>2024/09/01</Dt>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrTransactionTimeInvalid.Message)
+}
+
+func TestCamt053TransactionDataFileParseImportedData_ParseTransactionValidAmountAndCurrency(t *testing.T) {
+	converter := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="USD">123.45</Amt>
+						<NtryDtls>
+							<TxDtls>
+								<AmtDtls>
+									<TxAmt>
+										<Amt Ccy="USD">100.23</Amt>
+									</TxAmt>
+								</AmtDtls>
+							</TxDtls>
+							<TxDtls>
+								<AmtDtls>
+									<TxAmt>
+										<Amt Ccy="USD">23.22</Amt>
+									</TxAmt>
+								</AmtDtls>
+							</TxDtls>
+						</NtryDtls>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 2, len(allNewTransactions))
+	assert.Equal(t, "USD", allNewTransactions[0].OriginalSourceAccountCurrency)
+	assert.Equal(t, int64(2322), allNewTransactions[0].Amount)
+	assert.Equal(t, "USD", allNewTransactions[1].OriginalSourceAccountCurrency)
+	assert.Equal(t, int64(10023), allNewTransactions[1].Amount)
+
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="USD">123.45</Amt>
+						<NtryDtls>
+							<TxDtls>
+								<AmtDtls>
+									<InstdAmt>
+										<Amt Ccy="USD">99.99</Amt>
+									</InstdAmt>
+									<TxAmt>
+										<Amt Ccy="USD">100.23</Amt>
+									</TxAmt>
+								</AmtDtls>
+							</TxDtls>
+							<TxDtls>
+								<AmtDtls>
+									<InstdAmt>
+										<Amt Ccy="USD">23.46</Amt>
+									</InstdAmt>
+									<TxAmt>
+										<Amt Ccy="USD">23.22</Amt>
+									</TxAmt>
+								</AmtDtls>
+							</TxDtls>
+						</NtryDtls>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 2, len(allNewTransactions))
+	assert.Equal(t, "USD", allNewTransactions[0].OriginalSourceAccountCurrency)
+	assert.Equal(t, int64(2346), allNewTransactions[0].Amount)
+	assert.Equal(t, "USD", allNewTransactions[1].OriginalSourceAccountCurrency)
+	assert.Equal(t, int64(9999), allNewTransactions[1].Amount)
+
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="USD">123.45</Amt>
+						<NtryDtls>
+							<TxDtls>
+								<AmtDtls>
+									<TxAmt>
+										<Amt Ccy="USD">123.45</Amt>
+									</TxAmt>
+								</AmtDtls>
+							</TxDtls>
+						</NtryDtls>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, "USD", allNewTransactions[0].OriginalSourceAccountCurrency)
+	assert.Equal(t, int64(12345), allNewTransactions[0].Amount)
+
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt>123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, "CNY", allNewTransactions[0].OriginalSourceAccountCurrency)
+	assert.Equal(t, int64(12345), allNewTransactions[0].Amount)
+}
+
+func TestCamt053TransactionDataFileParseImportedData_ParseTransactionInvalidAmountAndCurrency(t *testing.T) {
+	converter := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt>123 45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="USD">123.45</Amt>
+						<NtryDtls>
+							<TxDtls>
+								<AmtDtls>
+								</AmtDtls>
+							</TxDtls>
+							<TxDtls>
+							</TxDtls>
+						</NtryDtls>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="USD">123.45</Amt>
+						<NtryDtls>
+							<TxDtls>
+							</TxDtls>
+							<TxDtls>
+								<AmtDtls>
+								</AmtDtls>
+							</TxDtls>
+						</NtryDtls>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+}
+
+func TestCamt053TransactionDataFileParseImportedData_ParseDescription(t *testing.T) {
+	converter := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	allNewTransactions, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+						<AddtlNtryInf>Test Entry</AddtlNtryInf>
+						<NtryDtls>
+							<TxDtls>
+								<AddtlTxInf>Test Transaction</AddtlTxInf>
+								<RmtInf>
+									<Ustrd>Test Line 1</Ustrd>
+									<Ustrd>Test Line 2</Ustrd>
+								</RmtInf>
+							</TxDtls>
+						</NtryDtls>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, "Test Transaction", allNewTransactions[0].Comment)
+
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+						<AddtlNtryInf>Test Entry</AddtlNtryInf>
+						<NtryDtls>
+							<TxDtls>
+								<RmtInf>
+									<Ustrd>Test Line 1</Ustrd>
+									<Ustrd>Test Line 2</Ustrd>
+								</RmtInf>
+							</TxDtls>
+						</NtryDtls>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, "Test Line 1\nTest Line 2", allNewTransactions[0].Comment)
+
+	allNewTransactions, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+						<AddtlNtryInf>Test Entry</AddtlNtryInf>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+
+	assert.Nil(t, err)
+	assert.Equal(t, 1, len(allNewTransactions))
+	assert.Equal(t, "Test Entry", allNewTransactions[0].Comment)
+}
+
+func TestCamt053TransactionDataFileParseImportedData_MissingAccountNode(t *testing.T) {
+	converter := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrMissingAccountData.Message)
+}
+
+func TestCamt053TransactionDataFileParseImportedData_MissingTransactionRequiredNode(t *testing.T) {
+	converter := Camt053TransactionDataImporter
+	context := core.NewNullContext()
+
+	user := &models.User{
+		Uid:             1234567890,
+		DefaultCurrency: "CNY",
+	}
+
+	_, _, _, _, _, _, err := converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrMissingTransactionTime.Message)
+
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<Amt Ccy="CNY">123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrTransactionTypeInvalid.Message)
+
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+						<Ccy>CNY</Ccy>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrAmountInvalid.Message)
+
+	_, _, _, _, _, _, err = converter.ParseImportedData(context, user, []byte(
+		`<?xml version="1.0" encoding="UTF-8"?>
+		<Document xmlns="urn:iso:std:iso:20022:tech:xsd:camt.053.001.02">
+			<BkToCstmrStmt>
+				<Stmt>
+					<Acct>
+						<Id>
+							<IBAN>123</IBAN>
+						</Id>
+					</Acct>
+					<Ntry>
+						<BookgDt>
+							<DtTm>2024-09-01T12:34:56+08:00</DtTm>
+						</BookgDt>
+						<CdtDbtInd>CRDT</CdtDbtInd>
+						<Amt>123.45</Amt>
+					</Ntry>
+				</Stmt>
+			</BkToCstmrStmt>
+		</Document>`), 0, nil, nil, nil, nil, nil)
+	assert.EqualError(t, err, errs.ErrAccountCurrencyInvalid.Message)
+}

pkg/converters/converter/data_table_transaction_data_exporter.go

@@ -0,0 +1,166 @@
+package converter
+
+import (
+	"fmt"
+	"strings"
+	"time"
+
+	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+// DataTableTransactionDataExporter defines the structure of plain text data table exporter for transaction data
+type DataTableTransactionDataExporter struct {
+	transactionTypeMapping  map[models.TransactionType]string
+	geoLocationSeparator    string
+	transactionTagSeparator string
+}
+
+// BuildExportedContent writes the exported transaction data to the data table builder
+func (c *DataTableTransactionDataExporter) BuildExportedContent(ctx core.Context, dataTableBuilder datatable.TransactionDataTableBuilder, uid int64, transactions []*models.Transaction, accountMap map[int64]*models.Account, categoryMap map[int64]*models.TransactionCategory, tagMap map[int64]*models.TransactionTag, allTagIndexes map[int64][]int64) error {
+	for i := 0; i < len(transactions); i++ {
+		transaction := transactions[i]
+
+		if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_IN {
+			continue
+		}
+
+		dataRowMap := make(map[datatable.TransactionDataTableColumn]string, 15)
+		transactionTimeZone := time.FixedZone("Transaction Timezone", int(transaction.TimezoneUtcOffset)*60)
+
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = utils.FormatUnixTimeToLongDateTime(utils.GetUnixTimeFromTransactionTime(transaction.TransactionTime), transactionTimeZone)
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] = utils.FormatTimezoneOffset(transactionTimeZone)
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = dataTableBuilder.ReplaceDelimiters(c.getDisplayTransactionTypeName(transaction.Type))
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_CATEGORY] = c.getExportedTransactionCategoryName(dataTableBuilder, transaction.CategoryId, categoryMap)
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] = c.getExportedTransactionSubCategoryName(dataTableBuilder, transaction.CategoryId, categoryMap)
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = c.getExportedAccountName(dataTableBuilder, transaction.AccountId, accountMap)
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY] = c.getAccountCurrency(dataTableBuilder, transaction.AccountId, accountMap)
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(transaction.Amount)
+
+		if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
+			dataRowMap[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = c.getExportedAccountName(dataTableBuilder, transaction.RelatedAccountId, accountMap)
+			dataRowMap[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY] = c.getAccountCurrency(dataTableBuilder, transaction.RelatedAccountId, accountMap)
+			dataRowMap[datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT] = utils.FormatAmount(transaction.RelatedAccountAmount)
+		}
+
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION] = c.getExportedGeographicLocation(transaction)
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_TAGS] = c.getExportedTags(dataTableBuilder, transaction.TransactionId, allTagIndexes, tagMap)
+		dataRowMap[datatable.TRANSACTION_DATA_TABLE_DESCRIPTION] = dataTableBuilder.ReplaceDelimiters(transaction.Comment)
+
+		dataTableBuilder.AppendTransaction(dataRowMap)
+	}
+
+	return nil
+}
+
+func (c *DataTableTransactionDataExporter) getDisplayTransactionTypeName(transactionDbType models.TransactionDbType) string {
+	transactionType, err := transactionDbType.ToTransactionType()
+
+	if err != nil {
+		return ""
+	}
+
+	transactionTypeName, exists := c.transactionTypeMapping[transactionType]
+
+	if !exists {
+		return ""
+	}
+
+	return transactionTypeName
+}
+
+func (c *DataTableTransactionDataExporter) getExportedTransactionCategoryName(dataTableBuilder datatable.TransactionDataTableBuilder, categoryId int64, categoryMap map[int64]*models.TransactionCategory) string {
+	category, exists := categoryMap[categoryId]
+
+	if !exists {
+		return ""
+	}
+
+	if category.ParentCategoryId == models.LevelOneTransactionCategoryParentId {
+		return dataTableBuilder.ReplaceDelimiters(category.Name)
+	}
+
+	parentCategory, exists := categoryMap[category.ParentCategoryId]
+
+	if !exists {
+		return ""
+	}
+
+	return dataTableBuilder.ReplaceDelimiters(parentCategory.Name)
+}
+
+func (c *DataTableTransactionDataExporter) getExportedTransactionSubCategoryName(dataTableBuilder datatable.TransactionDataTableBuilder, categoryId int64, categoryMap map[int64]*models.TransactionCategory) string {
+	category, exists := categoryMap[categoryId]
+
+	if exists {
+		return dataTableBuilder.ReplaceDelimiters(category.Name)
+	} else {
+		return ""
+	}
+}
+
+func (c *DataTableTransactionDataExporter) getExportedAccountName(dataTableBuilder datatable.TransactionDataTableBuilder, accountId int64, accountMap map[int64]*models.Account) string {
+	account, exists := accountMap[accountId]
+
+	if exists {
+		return dataTableBuilder.ReplaceDelimiters(account.Name)
+	} else {
+		return ""
+	}
+}
+
+func (c *DataTableTransactionDataExporter) getAccountCurrency(dataTableBuilder datatable.TransactionDataTableBuilder, accountId int64, accountMap map[int64]*models.Account) string {
+	account, exists := accountMap[accountId]
+
+	if exists {
+		return dataTableBuilder.ReplaceDelimiters(account.Currency)
+	} else {
+		return ""
+	}
+}
+
+func (c *DataTableTransactionDataExporter) getExportedGeographicLocation(transaction *models.Transaction) string {
+	if transaction.GeoLongitude != 0 || transaction.GeoLatitude != 0 {
+		return fmt.Sprintf("%f%s%f", transaction.GeoLongitude, c.geoLocationSeparator, transaction.GeoLatitude)
+	}
+
+	return ""
+}
+
+func (c *DataTableTransactionDataExporter) getExportedTags(dataTableBuilder datatable.TransactionDataTableBuilder, transactionId int64, allTagIndexes map[int64][]int64, tagMap map[int64]*models.TransactionTag) string {
+	tagIndexes, exists := allTagIndexes[transactionId]
+
+	if !exists {
+		return ""
+	}
+
+	var ret strings.Builder
+
+	for i := 0; i < len(tagIndexes); i++ {
+		tagIndex := tagIndexes[i]
+		tag, exists := tagMap[tagIndex]
+
+		if !exists {
+			continue
+		}
+
+		if ret.Len() > 0 {
+			ret.WriteString(c.transactionTagSeparator)
+		}
+
+		ret.WriteString(strings.Replace(tag.Name, c.transactionTagSeparator, " ", -1))
+	}
+
+	return dataTableBuilder.ReplaceDelimiters(ret.String())
+}
+
+// CreateNewExporter returns a new data table transaction data exporter according to the specified arguments
+func CreateNewExporter(transactionTypeMapping map[models.TransactionType]string, geoLocationSeparator string, transactionTagSeparator string) *DataTableTransactionDataExporter {
+	return &DataTableTransactionDataExporter{
+		transactionTypeMapping:  transactionTypeMapping,
+		geoLocationSeparator:    geoLocationSeparator,
+		transactionTagSeparator: transactionTagSeparator,
+	}
+}

pkg/converters/converter/data_table_transaction_data_importer.go

@@ -0,0 +1,521 @@
+package converter
+
+import (
+	"sort"
+	"strings"
+
+	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+	"github.com/mayswind/ezbookkeeping/pkg/validators"
+)
+
+type TransactionGeoLocationOrder string
+
+const (
+	TRANSACTION_GEO_LOCATION_ORDER_LONGITUDE_LATITUDE TransactionGeoLocationOrder = "lonlat" // longitude first, then latitude
+	TRANSACTION_GEO_LOCATION_ORDER_LATITUDE_LONGITUDE TransactionGeoLocationOrder = "latlon" // latitude first, then longitude
+)
+
+// DataTableTransactionDataImporter defines the structure of plain text data table importer for transaction data
+type DataTableTransactionDataImporter struct {
+	transactionTypeMapping  map[string]models.TransactionType
+	geoLocationSeparator    string
+	geoLocationOrder        TransactionGeoLocationOrder
+	transactionTagSeparator string
+}
+
+// ParseImportedData returns the imported transaction data
+func (c *DataTableTransactionDataImporter) ParseImportedData(ctx core.Context, user *models.User, dataTable datatable.TransactionDataTable, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
+	if dataTable.TransactionRowCount() < 1 {
+		log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse import data for user \"uid:%d\", because data table row count is less 1", user.Uid)
+		return nil, nil, nil, nil, nil, nil, errs.ErrNotFoundTransactionDataInFile
+	}
+
+	nameDbTypeMap, err := c.buildTransactionTypeNameDbTypeMap()
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	if !dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME) ||
+		!dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE) ||
+		!dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY) ||
+		!dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME) ||
+		!dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_AMOUNT) ||
+		!dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME) {
+		log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse import data for user \"uid:%d\", because missing essential columns in header row", user.Uid)
+		return nil, nil, nil, nil, nil, nil, errs.ErrMissingRequiredFieldInHeaderRow
+	}
+
+	if accountMap == nil {
+		accountMap = make(map[string]*models.Account)
+	}
+
+	if expenseCategoryMap == nil {
+		expenseCategoryMap = make(map[string]map[string]*models.TransactionCategory)
+	}
+
+	if incomeCategoryMap == nil {
+		incomeCategoryMap = make(map[string]map[string]*models.TransactionCategory)
+	}
+
+	if transferCategoryMap == nil {
+		transferCategoryMap = make(map[string]map[string]*models.TransactionCategory)
+	}
+
+	if tagMap == nil {
+		tagMap = make(map[string]*models.TransactionTag)
+	}
+
+	allNewTransactions := make(models.ImportedTransactionSlice, 0, dataTable.TransactionRowCount())
+	allNewAccounts := make([]*models.Account, 0)
+	allNewSubExpenseCategories := make([]*models.TransactionCategory, 0)
+	allNewSubIncomeCategories := make([]*models.TransactionCategory, 0)
+	allNewSubTransferCategories := make([]*models.TransactionCategory, 0)
+	allNewTags := make([]*models.TransactionTag, 0)
+
+	dataRowIterator := dataTable.TransactionRowIterator()
+	dataRowIndex := 0
+
+	for dataRowIterator.HasNext() {
+		dataRowIndex++
+		dataRow, err := dataRowIterator.Next(ctx, user)
+
+		if err != nil {
+			log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse data row \"index:%d\" for user \"uid:%d\", because %s", dataRowIndex, user.Uid, err.Error())
+			return nil, nil, nil, nil, nil, nil, err
+		}
+
+		if !dataRow.IsValid() {
+			continue
+		}
+
+		timezoneOffset := defaultTimezoneOffset
+
+		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE) &&
+			dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE) != datatable.TRANSACTION_DATA_TABLE_TIMEZONE_NOT_AVAILABLE {
+			transactionTimezone, err := utils.ParseFromTimezoneOffset(dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE))
+
+			if err != nil {
+				log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse time zone \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE), dataRowIndex, user.Uid, err.Error())
+				return nil, nil, nil, nil, nil, nil, errs.ErrTransactionTimeZoneInvalid
+			}
+
+			timezoneOffset = utils.GetTimezoneOffsetMinutes(transactionTimezone)
+		}
+
+		transactionTime, err := utils.ParseFromLongDateTime(dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME), timezoneOffset)
+
+		if err != nil {
+			log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse time \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME), dataRowIndex, user.Uid, err.Error())
+			return nil, nil, nil, nil, nil, nil, errs.ErrTransactionTimeInvalid
+		}
+
+		transactionDbType, err := c.getTransactionDbType(nameDbTypeMap, dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE))
+
+		if err != nil {
+			log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse transaction type \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE), dataRowIndex, user.Uid, err.Error())
+			return nil, nil, nil, nil, nil, nil, errs.Or(err, errs.ErrTransactionTypeInvalid)
+		}
+
+		categoryId := int64(0)
+		categoryName := ""
+		subCategoryName := ""
+
+		if transactionDbType != models.TRANSACTION_DB_TYPE_MODIFY_BALANCE {
+			transactionCategoryType, err := c.getTransactionCategoryType(transactionDbType)
+
+			if err != nil {
+				log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse transaction category type in data row \"index:%d\" for user \"uid:%d\", because %s", dataRowIndex, user.Uid, err.Error())
+				return nil, nil, nil, nil, nil, nil, errs.Or(err, errs.ErrTransactionTypeInvalid)
+			}
+
+			categoryName = dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_CATEGORY)
+			subCategoryName = dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY)
+
+			if transactionDbType == models.TRANSACTION_DB_TYPE_EXPENSE {
+				subCategory, exists := c.getTransactionCategory(expenseCategoryMap, categoryName, subCategoryName)
+
+				if !exists {
+					subCategory = c.createNewTransactionCategoryModel(user.Uid, subCategoryName, transactionCategoryType)
+					allNewSubExpenseCategories = append(allNewSubExpenseCategories, subCategory)
+
+					if _, exists = expenseCategoryMap[subCategoryName]; !exists {
+						expenseCategoryMap[subCategoryName] = make(map[string]*models.TransactionCategory)
+					}
+
+					expenseCategoryMap[subCategoryName][categoryName] = subCategory
+				}
+
+				categoryId = subCategory.CategoryId
+			} else if transactionDbType == models.TRANSACTION_DB_TYPE_INCOME {
+				subCategory, exists := c.getTransactionCategory(incomeCategoryMap, categoryName, subCategoryName)
+
+				if !exists {
+					subCategory = c.createNewTransactionCategoryModel(user.Uid, subCategoryName, transactionCategoryType)
+					allNewSubIncomeCategories = append(allNewSubIncomeCategories, subCategory)
+
+					if _, exists = incomeCategoryMap[subCategoryName]; !exists {
+						incomeCategoryMap[subCategoryName] = make(map[string]*models.TransactionCategory)
+					}
+
+					incomeCategoryMap[subCategoryName][categoryName] = subCategory
+				}
+
+				categoryId = subCategory.CategoryId
+			} else if transactionDbType == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
+				subCategory, exists := c.getTransactionCategory(transferCategoryMap, categoryName, subCategoryName)
+
+				if !exists {
+					subCategory = c.createNewTransactionCategoryModel(user.Uid, subCategoryName, transactionCategoryType)
+					allNewSubTransferCategories = append(allNewSubTransferCategories, subCategory)
+
+					if _, exists = transferCategoryMap[subCategoryName]; !exists {
+						transferCategoryMap[subCategoryName] = make(map[string]*models.TransactionCategory)
+					}
+
+					transferCategoryMap[subCategoryName][categoryName] = subCategory
+				}
+
+				categoryId = subCategory.CategoryId
+			}
+		}
+
+		accountName := dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME)
+		accountCurrency := user.DefaultCurrency
+
+		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY) && dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY) != "" {
+			accountCurrency = dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY)
+
+			if _, ok := validators.AllCurrencyNames[accountCurrency]; !ok {
+				log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] account currency \"%s\" is not supported in data row \"index:%d\" for user \"uid:%d\"", accountCurrency, dataRowIndex, user.Uid)
+				return nil, nil, nil, nil, nil, nil, errs.ErrAccountCurrencyInvalid
+			}
+		}
+
+		account, exists := accountMap[accountName]
+
+		if !exists {
+			account = c.createNewAccountModel(user.Uid, accountName, accountCurrency)
+			allNewAccounts = append(allNewAccounts, account)
+			accountMap[accountName] = account
+		}
+
+		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY) && dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY) != "" {
+			if account.Name != "" && account.Currency != accountCurrency {
+				log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] currency \"%s\" in data row \"index:%d\" not equals currency \"%s\" of the account for user \"uid:%d\"", accountCurrency, dataRowIndex, account.Currency, user.Uid)
+				return nil, nil, nil, nil, nil, nil, errs.ErrAccountCurrencyInvalid
+			}
+		} else if exists {
+			accountCurrency = account.Currency
+		}
+
+		amount, err := utils.ParseAmount(dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_AMOUNT))
+
+		if err != nil {
+			log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse acmount \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_AMOUNT), dataRowIndex, user.Uid, err.Error())
+			return nil, nil, nil, nil, nil, nil, errs.ErrAmountInvalid
+		}
+
+		relatedAccountId := int64(0)
+		relatedAccountAmount := int64(0)
+		account2Name := ""
+		account2Currency := ""
+
+		if transactionDbType == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
+			account2Name = dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME)
+			account2Currency = user.DefaultCurrency
+
+			if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY) && dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY) != "" {
+				account2Currency = dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY)
+
+				if _, ok := validators.AllCurrencyNames[account2Currency]; !ok {
+					log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] account2 currency \"%s\" is not supported in data row \"index:%d\" for user \"uid:%d\"", account2Currency, dataRowIndex, user.Uid)
+					return nil, nil, nil, nil, nil, nil, errs.ErrAccountCurrencyInvalid
+				}
+			}
+
+			account2, exists := accountMap[account2Name]
+
+			if !exists {
+				account2 = c.createNewAccountModel(user.Uid, account2Name, account2Currency)
+				allNewAccounts = append(allNewAccounts, account2)
+				accountMap[account2Name] = account2
+			}
+
+			if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY) && dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY) != "" {
+				if account2.Name != "" && account2.Currency != account2Currency {
+					log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] currency \"%s\" in data row \"index:%d\" not equals currency \"%s\" of the account2 for user \"uid:%d\"", account2Currency, dataRowIndex, account2.Currency, user.Uid)
+					return nil, nil, nil, nil, nil, nil, errs.ErrAccountCurrencyInvalid
+				}
+			} else if exists {
+				account2Currency = account2.Currency
+			}
+
+			relatedAccountId = account2.AccountId
+
+			if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT) {
+				relatedAccountAmount, err = utils.ParseAmount(dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT))
+
+				if err != nil {
+					log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse acmount2 \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT), dataRowIndex, user.Uid, err.Error())
+					return nil, nil, nil, nil, nil, nil, errs.ErrAmountInvalid
+				}
+			} else if transactionDbType == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
+				relatedAccountAmount = amount
+			}
+		}
+
+		geoLongitude := float64(0)
+		geoLatitude := float64(0)
+
+		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION) && c.geoLocationSeparator != "" {
+			geoLocationItems := strings.Split(dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION), c.geoLocationSeparator)
+
+			if len(geoLocationItems) == 2 {
+				geoLocationFirstItem, err := utils.StringToFloat64(geoLocationItems[0])
+
+				if err != nil {
+					log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse geographic location \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION), dataRowIndex, user.Uid, err.Error())
+					return nil, nil, nil, nil, nil, nil, errs.ErrGeographicLocationInvalid
+				}
+
+				geoLocationSecondItem, err := utils.StringToFloat64(geoLocationItems[1])
+
+				if err != nil {
+					log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse geographic location \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION), dataRowIndex, user.Uid, err.Error())
+					return nil, nil, nil, nil, nil, nil, errs.ErrGeographicLocationInvalid
+				}
+
+				if c.geoLocationOrder == TRANSACTION_GEO_LOCATION_ORDER_LONGITUDE_LATITUDE {
+					geoLongitude = geoLocationFirstItem
+					geoLatitude = geoLocationSecondItem
+				} else if c.geoLocationOrder == TRANSACTION_GEO_LOCATION_ORDER_LATITUDE_LONGITUDE {
+					geoLatitude = geoLocationFirstItem
+					geoLongitude = geoLocationSecondItem
+				}
+			}
+		}
+
+		var tagIds []string
+		var tagNames []string
+
+		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_TAGS) {
+			var tagNameItems []string
+
+			if c.transactionTagSeparator != "" {
+				tagNameItems = strings.Split(dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TAGS), c.transactionTagSeparator)
+			} else {
+				tagNameItems = append(tagNameItems, dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_TAGS))
+			}
+
+			for i := 0; i < len(tagNameItems); i++ {
+				tagName := tagNameItems[i]
+
+				if tagName == "" {
+					continue
+				}
+
+				tag, exists := tagMap[tagName]
+
+				if !exists {
+					tag = c.createNewTransactionTagModel(user.Uid, tagName)
+					allNewTags = append(allNewTags, tag)
+					tagMap[tagName] = tag
+				}
+
+				if tag != nil {
+					tagIds = append(tagIds, utils.Int64ToString(tag.TagId))
+				}
+
+				tagNames = append(tagNames, tagName)
+			}
+		}
+
+		description := ""
+
+		if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_DESCRIPTION) {
+			description = dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_DESCRIPTION)
+		}
+
+		transaction := &models.ImportTransaction{
+			Transaction: &models.Transaction{
+				Uid:                  user.Uid,
+				Type:                 transactionDbType,
+				CategoryId:           categoryId,
+				TransactionTime:      utils.GetMinTransactionTimeFromUnixTime(transactionTime.Unix()),
+				TimezoneUtcOffset:    timezoneOffset,
+				AccountId:            account.AccountId,
+				Amount:               amount,
+				HideAmount:           false,
+				RelatedAccountId:     relatedAccountId,
+				RelatedAccountAmount: relatedAccountAmount,
+				Comment:              description,
+				GeoLongitude:         geoLongitude,
+				GeoLatitude:          geoLatitude,
+				CreatedIp:            "127.0.0.1",
+			},
+			TagIds:                             tagIds,
+			OriginalCategoryName:               subCategoryName,
+			OriginalSourceAccountName:          accountName,
+			OriginalSourceAccountCurrency:      accountCurrency,
+			OriginalDestinationAccountName:     account2Name,
+			OriginalDestinationAccountCurrency: account2Currency,
+			OriginalTagNames:                   tagNames,
+		}
+
+		allNewTransactions = append(allNewTransactions, transaction)
+	}
+
+	if len(allNewTransactions) < 1 {
+		log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] no transaction data parsed for \"uid:%d\"", user.Uid)
+		return nil, nil, nil, nil, nil, nil, errs.ErrNotFoundTransactionDataInFile
+	}
+
+	sort.Sort(allNewTransactions)
+
+	return allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, nil
+}
+
+func (c *DataTableTransactionDataImporter) buildTransactionTypeNameDbTypeMap() (map[string]models.TransactionDbType, error) {
+	if c.transactionTypeMapping == nil {
+		return nil, errs.ErrTransactionTypeInvalid
+	}
+
+	nameDbTypeMap := make(map[string]models.TransactionDbType, len(c.transactionTypeMapping))
+
+	for name, transactionType := range c.transactionTypeMapping {
+		if transactionType == models.TRANSACTION_TYPE_MODIFY_BALANCE {
+			nameDbTypeMap[name] = models.TRANSACTION_DB_TYPE_MODIFY_BALANCE
+		} else if transactionType == models.TRANSACTION_TYPE_INCOME {
+			nameDbTypeMap[name] = models.TRANSACTION_DB_TYPE_INCOME
+		} else if transactionType == models.TRANSACTION_TYPE_EXPENSE {
+			nameDbTypeMap[name] = models.TRANSACTION_DB_TYPE_EXPENSE
+		} else if transactionType == models.TRANSACTION_TYPE_TRANSFER {
+			nameDbTypeMap[name] = models.TRANSACTION_DB_TYPE_TRANSFER_OUT
+		} else {
+			return nil, errs.ErrTransactionTypeInvalid
+		}
+	}
+
+	return nameDbTypeMap, nil
+}
+
+func (c *DataTableTransactionDataImporter) getTransactionDbType(nameDbTypeMap map[string]models.TransactionDbType, transactionTypeName string) (models.TransactionDbType, error) {
+	transactionType, exists := nameDbTypeMap[transactionTypeName]
+
+	if !exists {
+		return 0, errs.ErrTransactionTypeInvalid
+	}
+
+	return transactionType, nil
+}
+
+func (c *DataTableTransactionDataImporter) getTransactionCategoryType(transactionType models.TransactionDbType) (models.TransactionCategoryType, error) {
+	if transactionType == models.TRANSACTION_DB_TYPE_INCOME {
+		return models.CATEGORY_TYPE_INCOME, nil
+	} else if transactionType == models.TRANSACTION_DB_TYPE_EXPENSE {
+		return models.CATEGORY_TYPE_EXPENSE, nil
+	} else if transactionType == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
+		return models.CATEGORY_TYPE_TRANSFER, nil
+	} else {
+		return 0, errs.ErrTransactionTypeInvalid
+	}
+}
+
+func (c *DataTableTransactionDataImporter) getTransactionCategory(categories map[string]map[string]*models.TransactionCategory, categoryName string, subCategoryName string) (*models.TransactionCategory, bool) {
+	if len(categories) < 1 {
+		return nil, false
+	}
+
+	subCategories, exists := categories[subCategoryName]
+
+	if !exists || len(subCategories) < 1 {
+		return nil, false
+	}
+
+	if categoryName == "" {
+		for _, subCategory := range subCategories {
+			if subCategory != nil {
+				return subCategory, true
+			}
+		}
+	}
+
+	subCategory, exists := subCategories[categoryName]
+
+	if !exists {
+		for _, subCategory := range subCategories {
+			if subCategory != nil {
+				return subCategory, true
+			}
+		}
+	}
+
+	return subCategory, exists
+}
+
+func (c *DataTableTransactionDataImporter) createNewAccountModel(uid int64, accountName string, currency string) *models.Account {
+	return &models.Account{
+		Uid:      uid,
+		Name:     accountName,
+		Currency: currency,
+	}
+}
+
+func (c *DataTableTransactionDataImporter) createNewTransactionCategoryModel(uid int64, categoryName string, transactionCategoryType models.TransactionCategoryType) *models.TransactionCategory {
+	return &models.TransactionCategory{
+		Uid:  uid,
+		Name: categoryName,
+		Type: transactionCategoryType,
+	}
+}
+
+func (c *DataTableTransactionDataImporter) createNewTransactionTagModel(uid int64, tagName string) *models.TransactionTag {
+	return &models.TransactionTag{
+		Uid:  uid,
+		Name: tagName,
+	}
+}
+
+// CreateNewImporterWithTypeNameMapping returns a new data table transaction data importer according to the specified arguments
+func CreateNewImporterWithTypeNameMapping(transactionTypeMapping map[models.TransactionType]string, geoLocationSeparator string, geoLocationOrder TransactionGeoLocationOrder, transactionTagSeparator string) *DataTableTransactionDataImporter {
+	return &DataTableTransactionDataImporter{
+		transactionTypeMapping:  buildTransactionNameTypeMap(transactionTypeMapping),
+		geoLocationSeparator:    geoLocationSeparator,
+		geoLocationOrder:        geoLocationOrder,
+		transactionTagSeparator: transactionTagSeparator,
+	}
+}
+
+// CreateNewSimpleImporter returns a new data table transaction data importer according to the specified arguments
+func CreateNewSimpleImporter(transactionTypeMapping map[string]models.TransactionType) *DataTableTransactionDataImporter {
+	return &DataTableTransactionDataImporter{
+		transactionTypeMapping: transactionTypeMapping,
+	}
+}
+
+// CreateNewSimpleImporterWithTypeNameMapping returns a new data table transaction data importer according to the specified arguments
+func CreateNewSimpleImporterWithTypeNameMapping(transactionTypeMapping map[models.TransactionType]string) *DataTableTransactionDataImporter {
+	return &DataTableTransactionDataImporter{
+		transactionTypeMapping: buildTransactionNameTypeMap(transactionTypeMapping),
+	}
+}
+
+func buildTransactionNameTypeMap(transactionTypeMapping map[models.TransactionType]string) map[string]models.TransactionType {
+	if transactionTypeMapping == nil {
+		return nil
+	}
+
+	typeNameMap := make(map[string]models.TransactionType, len(transactionTypeMapping))
+
+	for transactionType, name := range transactionTypeMapping {
+		typeNameMap[name] = transactionType
+	}
+
+	return typeNameMap
+}

pkg/converters/converter/transaction_data_converter.go

@@ -1,4 +1,4 @@
-package base
+package converter
 
 import (
 	"github.com/mayswind/ezbookkeeping/pkg/core"
@@ -14,7 +14,7 @@ type TransactionDataExporter interface {
 // TransactionDataImporter defines the structure of transaction data importer
 type TransactionDataImporter interface {
 	// ParseImportedData returns the imported data
-	ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]*models.TransactionCategory, incomeCategoryMap map[string]*models.TransactionCategory, transferCategoryMap map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error)
+	ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error)
 }
 
 // TransactionDataConverter defines the structure of transaction data converter

pkg/converters/csv/csv_file_basic_data_table.go

@@ -0,0 +1,155 @@
+package csv
+
+import (
+	"encoding/csv"
+	"fmt"
+	"io"
+
+	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+)
+
+// CsvFileBasicDataTable defines the structure of csv data table
+type CsvFileBasicDataTable struct {
+	allLines     [][]string
+	hasTitleLine bool
+}
+
+// CsvFileBasicDataTableRow defines the structure of csv data table row
+type CsvFileBasicDataTableRow struct {
+	dataTable *CsvFileBasicDataTable
+	allItems  []string
+}
+
+// CsvFileBasicDataTableRowIterator defines the structure of csv data table row iterator
+type CsvFileBasicDataTableRowIterator struct {
+	dataTable    *CsvFileBasicDataTable
+	currentIndex int
+}
+
+// DataRowCount returns the total count of data row
+func (t *CsvFileBasicDataTable) DataRowCount() int {
+	if len(t.allLines) < 1 {
+		return 0
+	}
+
+	if t.hasTitleLine {
+		return len(t.allLines) - 1
+	} else {
+		return len(t.allLines)
+	}
+}
+
+// HeaderColumnNames returns the header column name list
+func (t *CsvFileBasicDataTable) HeaderColumnNames() []string {
+	if len(t.allLines) < 1 {
+		return nil
+	}
+
+	if t.hasTitleLine {
+		return t.allLines[0]
+	} else {
+		return nil
+	}
+}
+
+// DataRowIterator returns the iterator of data row
+func (t *CsvFileBasicDataTable) DataRowIterator() datatable.BasicDataTableRowIterator {
+	startIndex := -1
+
+	if t.hasTitleLine {
+		startIndex = 0
+	}
+
+	return &CsvFileBasicDataTableRowIterator{
+		dataTable:    t,
+		currentIndex: startIndex,
+	}
+}
+
+// ColumnCount returns the total count of column in this data row
+func (r *CsvFileBasicDataTableRow) ColumnCount() int {
+	return len(r.allItems)
+}
+
+// GetData returns the data in the specified column index
+func (r *CsvFileBasicDataTableRow) GetData(columnIndex int) string {
+	if columnIndex >= len(r.allItems) {
+		return ""
+	}
+
+	return r.allItems[columnIndex]
+}
+
+// HasNext returns whether the iterator does not reach the end
+func (t *CsvFileBasicDataTableRowIterator) HasNext() bool {
+	return t.currentIndex+1 < len(t.dataTable.allLines)
+}
+
+// CurrentRowId returns current index
+func (t *CsvFileBasicDataTableRowIterator) CurrentRowId() string {
+	return fmt.Sprintf("line#%d", t.currentIndex)
+}
+
+// Next returns the next basic data row
+func (t *CsvFileBasicDataTableRowIterator) Next() datatable.BasicDataTableRow {
+	if t.currentIndex+1 >= len(t.dataTable.allLines) {
+		return nil
+	}
+
+	t.currentIndex++
+
+	rowItems := t.dataTable.allLines[t.currentIndex]
+
+	return &CsvFileBasicDataTableRow{
+		dataTable: t.dataTable,
+		allItems:  rowItems,
+	}
+}
+
+// CreateNewCsvBasicDataTable returns comma separated values data table by io readers
+func CreateNewCsvBasicDataTable(ctx core.Context, reader io.Reader, hasTitleLine bool) (datatable.BasicDataTable, error) {
+	return createNewCsvFileBasicDataTable(ctx, reader, ',', hasTitleLine)
+}
+
+// CreateNewCustomCsvBasicDataTable returns character separated values data table by io readers
+func CreateNewCustomCsvBasicDataTable(allLines [][]string, hasTitleLine bool) datatable.BasicDataTable {
+	return &CsvFileBasicDataTable{
+		allLines:     allLines,
+		hasTitleLine: hasTitleLine,
+	}
+}
+
+func createNewCsvFileBasicDataTable(ctx core.Context, reader io.Reader, separator rune, hasTitleLine bool) (*CsvFileBasicDataTable, error) {
+	csvReader := csv.NewReader(reader)
+	csvReader.Comma = separator
+	csvReader.FieldsPerRecord = -1
+
+	allLines := make([][]string, 0)
+
+	for {
+		items, err := csvReader.Read()
+
+		if err == io.EOF {
+			break
+		}
+
+		if err != nil {
+			log.Errorf(ctx, "[csv_file_basic_data_table.createNewCsvFileDataTable] cannot parse csv data, because %s", err.Error())
+			return nil, errs.ErrInvalidCSVFile
+		}
+
+		if len(items) == 1 && items[0] == "" {
+			continue
+		}
+
+		allLines = append(allLines, items)
+	}
+
+	return &CsvFileBasicDataTable{
+		allLines:     allLines,
+		hasTitleLine: hasTitleLine,
+	}, nil
+}

pkg/converters/csv/csv_file_basic_data_table_test.go

@@ -9,52 +9,93 @@ import (
 	"github.com/mayswind/ezbookkeeping/pkg/core"
 )
 
-func TestCsvFileImportedDataTableDataRowCount(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{
+func TestCsvFileBasicDataTableDataRowCount(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
-	})
+	}, false)
+
+	assert.Equal(t, 3, datatable.DataRowCount())
+}
+
+func TestCsvFileBasicDataTableDataRowCount_HasTitleLine(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
+		{"A1", "B1", "C1"},
+		{"A2", "B2", "C2"},
+		{"A3", "B3", "C3"},
+	}, true)
 
 	assert.Equal(t, 2, datatable.DataRowCount())
 }
 
-func TestCsvFileImportedDataTableDataRowCount_OnlyHeaderLine(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{
+func TestCsvFileBasicDataTableDataRowCount_OnlyHeaderLine(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
 		{"A1", "B1", "C1"},
-	})
+	}, true)
 
 	assert.Equal(t, 0, datatable.DataRowCount())
 }
 
-func TestCsvFileImportedDataTableDataRowCount_EmptyContent(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{})
+func TestCsvFileBasicDataTableDataRowCount_EmptyContent(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{}, false)
+	assert.Equal(t, 0, datatable.DataRowCount())
 
+	datatable = CreateNewCustomCsvBasicDataTable([][]string{}, true)
 	assert.Equal(t, 0, datatable.DataRowCount())
 }
 
-func TestCsvFileImportedDataTableHeaderColumnNames(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{
+func TestCsvFileBasicDataTableHeaderColumnNames(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
-	})
+	}, true)
 
 	assert.EqualValues(t, []string{"A1", "B1", "C1"}, datatable.HeaderColumnNames())
 }
 
-func TestCsvFileImportedDataTableHeaderColumnNames_EmptyContent(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{})
+func TestCsvFileBasicDataTableHeaderColumnNames_EmptyContent(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{}, false)
+	assert.Nil(t, datatable.HeaderColumnNames())
 
+	datatable = CreateNewCustomCsvBasicDataTable([][]string{}, true)
 	assert.Nil(t, datatable.HeaderColumnNames())
 }
 
-func TestCsvFileImportedDataRowIterator(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{
+func TestCsvFileBasicDataTableRowIterator(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
-	})
+	}, false)
+
+	iterator := datatable.DataRowIterator()
+	assert.True(t, iterator.HasNext())
+
+	// data row 1
+	assert.NotNil(t, iterator.Next())
+	assert.True(t, iterator.HasNext())
+
+	// data row 2
+	assert.NotNil(t, iterator.Next())
+	assert.True(t, iterator.HasNext())
+
+	// data row 3
+	assert.NotNil(t, iterator.Next())
+	assert.False(t, iterator.HasNext())
+
+	// not existed data row 4
+	assert.Nil(t, iterator.Next())
+	assert.False(t, iterator.HasNext())
+}
+
+func TestCsvFileBasicDataTableRowIterator_HasTitleLine(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
+		{"A1", "B1", "C1"},
+		{"A2", "B2", "C2"},
+		{"A3", "B3", "C3"},
+	}, true)
 
 	iterator := datatable.DataRowIterator()
 	assert.True(t, iterator.HasNext())
@@ -76,12 +117,12 @@ func TestCsvFileImportedDataRowIterator(t *testing.T) {
 	assert.False(t, iterator.HasNext())
 }
 
-func TestCsvFileImportedDataRowColumnCount(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{
+func TestCsvFileBasicDataTableRowColumnCount(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
-	})
+	}, true)
 
 	iterator := datatable.DataRowIterator()
 
@@ -92,12 +133,37 @@ func TestCsvFileImportedDataRowColumnCount(t *testing.T) {
 	assert.EqualValues(t, 3, row2.ColumnCount())
 }
 
-func TestCsvFileImportedDataRowGetData(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{
+func TestCsvFileBasicDataTableRowGetData(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
-	})
+	}, false)
+
+	iterator := datatable.DataRowIterator()
+
+	row1 := iterator.Next()
+	assert.Equal(t, "A1", row1.GetData(0))
+	assert.Equal(t, "B1", row1.GetData(1))
+	assert.Equal(t, "C1", row1.GetData(2))
+
+	row2 := iterator.Next()
+	assert.Equal(t, "A2", row2.GetData(0))
+	assert.Equal(t, "B2", row2.GetData(1))
+	assert.Equal(t, "C2", row2.GetData(2))
+
+	row3 := iterator.Next()
+	assert.Equal(t, "A3", row3.GetData(0))
+	assert.Equal(t, "B3", row3.GetData(1))
+	assert.Equal(t, "C3", row3.GetData(2))
+}
+
+func TestCsvFileBasicDataTableRowGetData_HasTitleLine(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
+		{"A1", "B1", "C1"},
+		{"A2", "B2", "C2"},
+		{"A3", "B3", "C3"},
+	}, true)
 
 	iterator := datatable.DataRowIterator()
 
@@ -112,12 +178,12 @@ func TestCsvFileImportedDataRowGetData(t *testing.T) {
 	assert.Equal(t, "C3", row2.GetData(2))
 }
 
-func TestCsvFileImportedDataRowGetData_GetNotExistedColumnData(t *testing.T) {
-	datatable := CreateNewCustomCsvImportedDataTable([][]string{
+func TestCsvFileBasicDataTableRowGetData_GetNotExistedColumnData(t *testing.T) {
+	datatable := CreateNewCustomCsvBasicDataTable([][]string{
 		{"A1", "B1", "C1"},
 		{"A2", "B2", "C2"},
 		{"A3", "B3", "C3"},
-	})
+	}, true)
 
 	iterator := datatable.DataRowIterator()
 
@@ -125,12 +191,12 @@ func TestCsvFileImportedDataRowGetData_GetNotExistedColumnData(t *testing.T) {
 	assert.Equal(t, "", row1.GetData(3))
 }
 
-func TestCreateNewCsvImportedDataTable(t *testing.T) {
+func TestCreateNewCsvBasicDataTable(t *testing.T) {
 	context := core.NewNullContext()
 	reader := bytes.NewReader([]byte("A1,B1,C1\n" +
 		"A2,B2,C2\n" +
 		"A3,B3,C3\n"))
-	datatable, err := CreateNewCsvImportedDataTable(context, reader)
+	datatable, err := CreateNewCsvBasicDataTable(context, reader, true)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 2, datatable.DataRowCount())
@@ -153,14 +219,14 @@ func TestCreateNewCsvImportedDataTable(t *testing.T) {
 	assert.False(t, iterator.HasNext())
 }
 
-func TestCreateNewCsvImportedDataTable_SkipBlankLine(t *testing.T) {
+func TestCreateNewCsvBasicDataTable_SkipBlankLine(t *testing.T) {
 	context := core.NewNullContext()
 	reader := bytes.NewReader([]byte("\n" +
 		"A1,B1,C1\n" +
 		"A2,B2,C2\n" +
 		"\n" +
 		"A3,B3,C3\n"))
-	datatable, err := CreateNewCsvImportedDataTable(context, reader)
+	datatable, err := CreateNewCsvBasicDataTable(context, reader, true)
 	assert.Nil(t, err)
 
 	assert.Equal(t, 2, datatable.DataRowCount())

pkg/converters/csv/csv_file_imported_data_table.go

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

pkg/converters/datatable/basic_data_table.go

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

pkg/converters/datatable/basic_data_table_test.go

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

pkg/converters/datatable/basic_data_table_to_common_data_table_wrapper.go

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

pkg/converters/datatable/basic_data_table_to_common_data_table_wrapper_test.go

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

pkg/converters/datatable/basic_data_table_to_transaction_data_table_wrapper.go

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

pkg/converters/datatable/basic_data_table_to_transaction_data_table_wrapper_test.go

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

pkg/converters/datatable/common_data_table.go

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

pkg/converters/datatable/common_data_table_to_transaction_data_table_wrapper.go

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

pkg/converters/datatable/common_data_table_to_transaction_data_table_wrapper_test.go

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

pkg/converters/datatable/common_transaction_data_table.go

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

pkg/converters/datatable/data_table_transaction_data_converter.go

@@ -1,572 +0,0 @@
-package datatable
-
-import (
-	"fmt"
-	"sort"
-	"strings"
-	"time"
-
-	"github.com/mayswind/ezbookkeeping/pkg/core"
-	"github.com/mayswind/ezbookkeeping/pkg/errs"
-	"github.com/mayswind/ezbookkeeping/pkg/log"
-	"github.com/mayswind/ezbookkeeping/pkg/models"
-	"github.com/mayswind/ezbookkeeping/pkg/utils"
-	"github.com/mayswind/ezbookkeeping/pkg/validators"
-)
-
-// DataTableTransactionDataExporter defines the structure of plain text data table exporter for transaction data
-type DataTableTransactionDataExporter struct {
-	transactionTypeMapping  map[models.TransactionType]string
-	geoLocationSeparator    string
-	transactionTagSeparator string
-}
-
-// DataTableTransactionDataImporter defines the structure of plain text data table importer for transaction data
-type DataTableTransactionDataImporter struct {
-	transactionTypeMapping  map[models.TransactionType]string
-	geoLocationSeparator    string
-	transactionTagSeparator string
-}
-
-// CreateNewExporter returns a new data table transaction data exporter according to the specified arguments
-func CreateNewExporter(transactionTypeMapping map[models.TransactionType]string, geoLocationSeparator string, transactionTagSeparator string) *DataTableTransactionDataExporter {
-	return &DataTableTransactionDataExporter{
-		transactionTypeMapping:  transactionTypeMapping,
-		geoLocationSeparator:    geoLocationSeparator,
-		transactionTagSeparator: transactionTagSeparator,
-	}
-}
-
-// CreateNewImporter returns a new data table transaction data importer according to the specified arguments
-func CreateNewImporter(transactionTypeMapping map[models.TransactionType]string, geoLocationSeparator string, transactionTagSeparator string) *DataTableTransactionDataImporter {
-	return &DataTableTransactionDataImporter{
-		transactionTypeMapping:  transactionTypeMapping,
-		geoLocationSeparator:    geoLocationSeparator,
-		transactionTagSeparator: transactionTagSeparator,
-	}
-}
-
-// CreateNewSimpleImporter returns a new data table transaction data importer according to the specified arguments
-func CreateNewSimpleImporter(transactionTypeMapping map[models.TransactionType]string) *DataTableTransactionDataImporter {
-	return &DataTableTransactionDataImporter{
-		transactionTypeMapping: transactionTypeMapping,
-	}
-}
-
-// BuildExportedContent writes the exported transaction data to the data table builder
-func (c *DataTableTransactionDataExporter) BuildExportedContent(ctx core.Context, dataTableBuilder TransactionDataTableBuilder, uid int64, transactions []*models.Transaction, accountMap map[int64]*models.Account, categoryMap map[int64]*models.TransactionCategory, tagMap map[int64]*models.TransactionTag, allTagIndexes map[int64][]int64) error {
-	for i := 0; i < len(transactions); i++ {
-		transaction := transactions[i]
-
-		if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_IN {
-			continue
-		}
-
-		dataRowMap := make(map[TransactionDataTableColumn]string, 15)
-		transactionTimeZone := time.FixedZone("Transaction Timezone", int(transaction.TimezoneUtcOffset)*60)
-
-		dataRowMap[TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = utils.FormatUnixTimeToLongDateTime(utils.GetUnixTimeFromTransactionTime(transaction.TransactionTime), transactionTimeZone)
-		dataRowMap[TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] = utils.FormatTimezoneOffset(transactionTimeZone)
-		dataRowMap[TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = dataTableBuilder.ReplaceDelimiters(c.getDisplayTransactionTypeName(transaction.Type))
-		dataRowMap[TRANSACTION_DATA_TABLE_CATEGORY] = c.getExportedTransactionCategoryName(dataTableBuilder, transaction.CategoryId, categoryMap)
-		dataRowMap[TRANSACTION_DATA_TABLE_SUB_CATEGORY] = c.getExportedTransactionSubCategoryName(dataTableBuilder, transaction.CategoryId, categoryMap)
-		dataRowMap[TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = c.getExportedAccountName(dataTableBuilder, transaction.AccountId, accountMap)
-		dataRowMap[TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY] = c.getAccountCurrency(dataTableBuilder, transaction.AccountId, accountMap)
-		dataRowMap[TRANSACTION_DATA_TABLE_AMOUNT] = utils.FormatAmount(transaction.Amount)
-
-		if transaction.Type == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
-			dataRowMap[TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = c.getExportedAccountName(dataTableBuilder, transaction.RelatedAccountId, accountMap)
-			dataRowMap[TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY] = c.getAccountCurrency(dataTableBuilder, transaction.RelatedAccountId, accountMap)
-			dataRowMap[TRANSACTION_DATA_TABLE_RELATED_AMOUNT] = utils.FormatAmount(transaction.RelatedAccountAmount)
-		}
-
-		dataRowMap[TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION] = c.getExportedGeographicLocation(transaction)
-		dataRowMap[TRANSACTION_DATA_TABLE_TAGS] = c.getExportedTags(dataTableBuilder, transaction.TransactionId, allTagIndexes, tagMap)
-		dataRowMap[TRANSACTION_DATA_TABLE_DESCRIPTION] = dataTableBuilder.ReplaceDelimiters(transaction.Comment)
-
-		dataTableBuilder.AppendTransaction(dataRowMap)
-	}
-
-	return nil
-}
-
-func (c *DataTableTransactionDataExporter) getDisplayTransactionTypeName(transactionDbType models.TransactionDbType) string {
-	transactionType, err := transactionDbType.ToTransactionType()
-
-	if err != nil {
-		return ""
-	}
-
-	transactionTypeName, exists := c.transactionTypeMapping[transactionType]
-
-	if !exists {
-		return ""
-	}
-
-	return transactionTypeName
-}
-
-func (c *DataTableTransactionDataExporter) getExportedTransactionCategoryName(dataTableBuilder TransactionDataTableBuilder, categoryId int64, categoryMap map[int64]*models.TransactionCategory) string {
-	category, exists := categoryMap[categoryId]
-
-	if !exists {
-		return ""
-	}
-
-	if category.ParentCategoryId == 0 {
-		return dataTableBuilder.ReplaceDelimiters(category.Name)
-	}
-
-	parentCategory, exists := categoryMap[category.ParentCategoryId]
-
-	if !exists {
-		return ""
-	}
-
-	return dataTableBuilder.ReplaceDelimiters(parentCategory.Name)
-}
-
-func (c *DataTableTransactionDataExporter) getExportedTransactionSubCategoryName(dataTableBuilder TransactionDataTableBuilder, categoryId int64, categoryMap map[int64]*models.TransactionCategory) string {
-	category, exists := categoryMap[categoryId]
-
-	if exists {
-		return dataTableBuilder.ReplaceDelimiters(category.Name)
-	} else {
-		return ""
-	}
-}
-
-func (c *DataTableTransactionDataExporter) getExportedAccountName(dataTableBuilder TransactionDataTableBuilder, accountId int64, accountMap map[int64]*models.Account) string {
-	account, exists := accountMap[accountId]
-
-	if exists {
-		return dataTableBuilder.ReplaceDelimiters(account.Name)
-	} else {
-		return ""
-	}
-}
-
-func (c *DataTableTransactionDataExporter) getAccountCurrency(dataTableBuilder TransactionDataTableBuilder, accountId int64, accountMap map[int64]*models.Account) string {
-	account, exists := accountMap[accountId]
-
-	if exists {
-		return dataTableBuilder.ReplaceDelimiters(account.Currency)
-	} else {
-		return ""
-	}
-}
-
-func (c *DataTableTransactionDataExporter) getExportedGeographicLocation(transaction *models.Transaction) string {
-	if transaction.GeoLongitude != 0 || transaction.GeoLatitude != 0 {
-		return fmt.Sprintf("%f%s%f", transaction.GeoLongitude, c.geoLocationSeparator, transaction.GeoLatitude)
-	}
-
-	return ""
-}
-
-func (c *DataTableTransactionDataExporter) getExportedTags(dataTableBuilder TransactionDataTableBuilder, transactionId int64, allTagIndexes map[int64][]int64, tagMap map[int64]*models.TransactionTag) string {
-	tagIndexes, exists := allTagIndexes[transactionId]
-
-	if !exists {
-		return ""
-	}
-
-	var ret strings.Builder
-
-	for i := 0; i < len(tagIndexes); i++ {
-		tagIndex := tagIndexes[i]
-		tag, exists := tagMap[tagIndex]
-
-		if !exists {
-			continue
-		}
-
-		if ret.Len() > 0 {
-			ret.WriteString(c.transactionTagSeparator)
-		}
-
-		ret.WriteString(strings.Replace(tag.Name, c.transactionTagSeparator, " ", -1))
-	}
-
-	return dataTableBuilder.ReplaceDelimiters(ret.String())
-}
-
-// ParseImportedData returns the imported transaction data
-func (c *DataTableTransactionDataImporter) ParseImportedData(ctx core.Context, user *models.User, dataTable TransactionDataTable, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]*models.TransactionCategory, incomeCategoryMap map[string]*models.TransactionCategory, transferCategoryMap map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
-	if dataTable.TransactionRowCount() < 1 {
-		log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse import data for user \"uid:%d\", because data table row count is less 1", user.Uid)
-		return nil, nil, nil, nil, nil, nil, errs.ErrNotFoundTransactionDataInFile
-	}
-
-	nameDbTypeMap, err := c.buildTransactionTypeNameDbTypeMap()
-
-	if err != nil {
-		return nil, nil, nil, nil, nil, nil, err
-	}
-
-	if !dataTable.HasColumn(TRANSACTION_DATA_TABLE_TRANSACTION_TIME) ||
-		!dataTable.HasColumn(TRANSACTION_DATA_TABLE_TRANSACTION_TYPE) ||
-		!dataTable.HasColumn(TRANSACTION_DATA_TABLE_SUB_CATEGORY) ||
-		!dataTable.HasColumn(TRANSACTION_DATA_TABLE_ACCOUNT_NAME) ||
-		!dataTable.HasColumn(TRANSACTION_DATA_TABLE_AMOUNT) ||
-		!dataTable.HasColumn(TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME) {
-		log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse import data for user \"uid:%d\", because missing essential columns in header row", user.Uid)
-		return nil, nil, nil, nil, nil, nil, errs.ErrMissingRequiredFieldInHeaderRow
-	}
-
-	if accountMap == nil {
-		accountMap = make(map[string]*models.Account)
-	}
-
-	if expenseCategoryMap == nil {
-		expenseCategoryMap = make(map[string]*models.TransactionCategory)
-	}
-
-	if incomeCategoryMap == nil {
-		incomeCategoryMap = make(map[string]*models.TransactionCategory)
-	}
-
-	if transferCategoryMap == nil {
-		transferCategoryMap = make(map[string]*models.TransactionCategory)
-	}
-
-	if tagMap == nil {
-		tagMap = make(map[string]*models.TransactionTag)
-	}
-
-	allNewTransactions := make(models.ImportedTransactionSlice, 0, dataTable.TransactionRowCount())
-	allNewAccounts := make([]*models.Account, 0)
-	allNewSubExpenseCategories := make([]*models.TransactionCategory, 0)
-	allNewSubIncomeCategories := make([]*models.TransactionCategory, 0)
-	allNewSubTransferCategories := make([]*models.TransactionCategory, 0)
-	allNewTags := make([]*models.TransactionTag, 0)
-
-	dataRowIterator := dataTable.TransactionRowIterator()
-	dataRowIndex := 0
-
-	for dataRowIterator.HasNext() {
-		dataRowIndex++
-		dataRow, err := dataRowIterator.Next(ctx, user)
-
-		if err != nil {
-			log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse data row \"index:%d\" for user \"uid:%d\", because %s", dataRowIndex, user.Uid, err.Error())
-			return nil, nil, nil, nil, nil, nil, err
-		}
-
-		if !dataRow.IsValid() {
-			continue
-		}
-
-		timezoneOffset := defaultTimezoneOffset
-
-		if dataTable.HasColumn(TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE) {
-			transactionTimezone, err := utils.ParseFromTimezoneOffset(dataRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE))
-
-			if err != nil {
-				log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse time zone \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE), dataRowIndex, user.Uid, err.Error())
-				return nil, nil, nil, nil, nil, nil, errs.ErrTransactionTimeZoneInvalid
-			}
-
-			timezoneOffset = utils.GetTimezoneOffsetMinutes(transactionTimezone)
-		}
-
-		transactionTime, err := utils.ParseFromLongDateTime(dataRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TIME), timezoneOffset)
-
-		if err != nil {
-			log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse time \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TIME), dataRowIndex, user.Uid, err.Error())
-			return nil, nil, nil, nil, nil, nil, errs.ErrTransactionTimeInvalid
-		}
-
-		transactionDbType, err := c.getTransactionDbType(nameDbTypeMap, dataRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TYPE))
-
-		if err != nil {
-			log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse transaction type \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(TRANSACTION_DATA_TABLE_TRANSACTION_TYPE), dataRowIndex, user.Uid, err.Error())
-			return nil, nil, nil, nil, nil, nil, errs.Or(err, errs.ErrTransactionTypeInvalid)
-		}
-
-		categoryId := int64(0)
-		subCategoryName := ""
-
-		if transactionDbType != models.TRANSACTION_DB_TYPE_MODIFY_BALANCE {
-			transactionCategoryType, err := c.getTransactionCategoryType(transactionDbType)
-
-			if err != nil {
-				log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse transaction category type in data row \"index:%d\" for user \"uid:%d\", because %s", dataRowIndex, user.Uid, err.Error())
-				return nil, nil, nil, nil, nil, nil, errs.Or(err, errs.ErrTransactionTypeInvalid)
-			}
-
-			subCategoryName = dataRow.GetData(TRANSACTION_DATA_TABLE_SUB_CATEGORY)
-
-			if transactionDbType == models.TRANSACTION_DB_TYPE_EXPENSE {
-				subCategory, exists := expenseCategoryMap[subCategoryName]
-
-				if !exists {
-					subCategory = c.createNewTransactionCategoryModel(user.Uid, subCategoryName, transactionCategoryType)
-					allNewSubExpenseCategories = append(allNewSubExpenseCategories, subCategory)
-					expenseCategoryMap[subCategoryName] = subCategory
-				}
-
-				categoryId = subCategory.CategoryId
-			} else if transactionDbType == models.TRANSACTION_DB_TYPE_INCOME {
-				subCategory, exists := incomeCategoryMap[subCategoryName]
-
-				if !exists {
-					subCategory = c.createNewTransactionCategoryModel(user.Uid, subCategoryName, transactionCategoryType)
-					allNewSubIncomeCategories = append(allNewSubIncomeCategories, subCategory)
-					incomeCategoryMap[subCategoryName] = subCategory
-				}
-
-				categoryId = subCategory.CategoryId
-			} else if transactionDbType == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
-				subCategory, exists := transferCategoryMap[subCategoryName]
-
-				if !exists {
-					subCategory = c.createNewTransactionCategoryModel(user.Uid, subCategoryName, transactionCategoryType)
-					allNewSubTransferCategories = append(allNewSubTransferCategories, subCategory)
-					transferCategoryMap[subCategoryName] = subCategory
-				}
-
-				categoryId = subCategory.CategoryId
-			}
-		}
-
-		accountName := dataRow.GetData(TRANSACTION_DATA_TABLE_ACCOUNT_NAME)
-		accountCurrency := user.DefaultCurrency
-
-		if dataTable.HasColumn(TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY) {
-			accountCurrency = dataRow.GetData(TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY)
-
-			if _, ok := validators.AllCurrencyNames[accountCurrency]; !ok {
-				log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] account currency \"%s\" is not supported in data row \"index:%d\" for user \"uid:%d\"", accountCurrency, dataRowIndex, user.Uid)
-				return nil, nil, nil, nil, nil, nil, errs.ErrAccountCurrencyInvalid
-			}
-		}
-
-		account, exists := accountMap[accountName]
-
-		if !exists {
-			account = c.createNewAccountModel(user.Uid, accountName, accountCurrency)
-			allNewAccounts = append(allNewAccounts, account)
-			accountMap[accountName] = account
-		}
-
-		if dataTable.HasColumn(TRANSACTION_DATA_TABLE_ACCOUNT_CURRENCY) {
-			if account.Name != "" && account.Currency != accountCurrency {
-				log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] currency \"%s\" in data row \"index:%d\" not equals currency \"%s\" of the account for user \"uid:%d\"", accountCurrency, dataRowIndex, account.Currency, user.Uid)
-				return nil, nil, nil, nil, nil, nil, errs.ErrAccountCurrencyInvalid
-			}
-		} else if exists {
-			accountCurrency = account.Currency
-		}
-
-		amount, err := utils.ParseAmount(dataRow.GetData(TRANSACTION_DATA_TABLE_AMOUNT))
-
-		if err != nil {
-			log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse acmount \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(TRANSACTION_DATA_TABLE_AMOUNT), dataRowIndex, user.Uid, err.Error())
-			return nil, nil, nil, nil, nil, nil, errs.ErrAmountInvalid
-		}
-
-		relatedAccountId := int64(0)
-		relatedAccountAmount := int64(0)
-		account2Name := ""
-		account2Currency := ""
-
-		if transactionDbType == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
-			account2Name = dataRow.GetData(TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME)
-			account2Currency = user.DefaultCurrency
-
-			if dataTable.HasColumn(TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY) {
-				account2Currency = dataRow.GetData(TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY)
-
-				if _, ok := validators.AllCurrencyNames[account2Currency]; !ok {
-					log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] account2 currency \"%s\" is not supported in data row \"index:%d\" for user \"uid:%d\"", account2Currency, dataRowIndex, user.Uid)
-					return nil, nil, nil, nil, nil, nil, errs.ErrAccountCurrencyInvalid
-				}
-			}
-
-			account2, exists := accountMap[account2Name]
-
-			if !exists {
-				account2 = c.createNewAccountModel(user.Uid, account2Name, account2Currency)
-				allNewAccounts = append(allNewAccounts, account2)
-				accountMap[account2Name] = account2
-			}
-
-			if dataTable.HasColumn(TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_CURRENCY) {
-				if account2.Name != "" && account2.Currency != account2Currency {
-					log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] currency \"%s\" in data row \"index:%d\" not equals currency \"%s\" of the account2 for user \"uid:%d\"", account2Currency, dataRowIndex, account2.Currency, user.Uid)
-					return nil, nil, nil, nil, nil, nil, errs.ErrAccountCurrencyInvalid
-				}
-			} else if exists {
-				account2Currency = account2.Currency
-			}
-
-			relatedAccountId = account2.AccountId
-
-			if dataTable.HasColumn(TRANSACTION_DATA_TABLE_RELATED_AMOUNT) {
-				relatedAccountAmount, err = utils.ParseAmount(dataRow.GetData(TRANSACTION_DATA_TABLE_RELATED_AMOUNT))
-
-				if err != nil {
-					log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse acmount2 \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(TRANSACTION_DATA_TABLE_RELATED_AMOUNT), dataRowIndex, user.Uid, err.Error())
-					return nil, nil, nil, nil, nil, nil, errs.ErrAmountInvalid
-				}
-			} else if transactionDbType == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
-				relatedAccountAmount = amount
-			}
-		}
-
-		geoLongitude := float64(0)
-		geoLatitude := float64(0)
-
-		if dataTable.HasColumn(TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION) {
-			geoLocationItems := strings.Split(dataRow.GetData(TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION), c.geoLocationSeparator)
-
-			if len(geoLocationItems) == 2 {
-				geoLongitude, err = utils.StringToFloat64(geoLocationItems[0])
-
-				if err != nil {
-					log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse geographic location \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION), dataRowIndex, user.Uid, err.Error())
-					return nil, nil, nil, nil, nil, nil, errs.ErrGeographicLocationInvalid
-				}
-
-				geoLatitude, err = utils.StringToFloat64(geoLocationItems[1])
-
-				if err != nil {
-					log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] cannot parse geographic location \"%s\" in data row \"index:%d\" for user \"uid:%d\", because %s", dataRow.GetData(TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION), dataRowIndex, user.Uid, err.Error())
-					return nil, nil, nil, nil, nil, nil, errs.ErrGeographicLocationInvalid
-				}
-			}
-		}
-
-		var tagIds []string
-		var tagNames []string
-
-		if dataTable.HasColumn(TRANSACTION_DATA_TABLE_TAGS) {
-			tagNameItems := strings.Split(dataRow.GetData(TRANSACTION_DATA_TABLE_TAGS), c.transactionTagSeparator)
-
-			for i := 0; i < len(tagNameItems); i++ {
-				tagName := tagNameItems[i]
-
-				if tagName == "" {
-					continue
-				}
-
-				tag, exists := tagMap[tagName]
-
-				if !exists {
-					tag = c.createNewTransactionTagModel(user.Uid, tagName)
-					allNewTags = append(allNewTags, tag)
-					tagMap[tagName] = tag
-				}
-
-				if tag != nil {
-					tagIds = append(tagIds, utils.Int64ToString(tag.TagId))
-				}
-
-				tagNames = append(tagNames, tagName)
-			}
-		}
-
-		description := ""
-
-		if dataTable.HasColumn(TRANSACTION_DATA_TABLE_DESCRIPTION) {
-			description = dataRow.GetData(TRANSACTION_DATA_TABLE_DESCRIPTION)
-		}
-
-		transaction := &models.ImportTransaction{
-			Transaction: &models.Transaction{
-				Uid:                  user.Uid,
-				Type:                 transactionDbType,
-				CategoryId:           categoryId,
-				TransactionTime:      utils.GetMinTransactionTimeFromUnixTime(transactionTime.Unix()),
-				TimezoneUtcOffset:    timezoneOffset,
-				AccountId:            account.AccountId,
-				Amount:               amount,
-				HideAmount:           false,
-				RelatedAccountId:     relatedAccountId,
-				RelatedAccountAmount: relatedAccountAmount,
-				Comment:              description,
-				GeoLongitude:         geoLongitude,
-				GeoLatitude:          geoLatitude,
-				CreatedIp:            "127.0.0.1",
-			},
-			TagIds:                             tagIds,
-			OriginalCategoryName:               subCategoryName,
-			OriginalSourceAccountName:          accountName,
-			OriginalSourceAccountCurrency:      accountCurrency,
-			OriginalDestinationAccountName:     account2Name,
-			OriginalDestinationAccountCurrency: account2Currency,
-			OriginalTagNames:                   tagNames,
-		}
-
-		allNewTransactions = append(allNewTransactions, transaction)
-	}
-
-	if len(allNewTransactions) < 1 {
-		log.Errorf(ctx, "[data_table_transaction_data_converter.parseImportedData] no transaction data parsed for \"uid:%d\"", user.Uid)
-		return nil, nil, nil, nil, nil, nil, errs.ErrNotFoundTransactionDataInFile
-	}
-
-	sort.Sort(allNewTransactions)
-
-	return allNewTransactions, allNewAccounts, allNewSubExpenseCategories, allNewSubIncomeCategories, allNewSubTransferCategories, allNewTags, nil
-}
-
-func (c *DataTableTransactionDataImporter) buildTransactionTypeNameDbTypeMap() (map[string]models.TransactionDbType, error) {
-	if c.transactionTypeMapping == nil {
-		return nil, errs.ErrTransactionTypeInvalid
-	}
-
-	nameDbTypeMap := make(map[string]models.TransactionDbType, len(c.transactionTypeMapping))
-	nameDbTypeMap[c.transactionTypeMapping[models.TRANSACTION_TYPE_MODIFY_BALANCE]] = models.TRANSACTION_DB_TYPE_MODIFY_BALANCE
-	nameDbTypeMap[c.transactionTypeMapping[models.TRANSACTION_TYPE_INCOME]] = models.TRANSACTION_DB_TYPE_INCOME
-	nameDbTypeMap[c.transactionTypeMapping[models.TRANSACTION_TYPE_EXPENSE]] = models.TRANSACTION_DB_TYPE_EXPENSE
-	nameDbTypeMap[c.transactionTypeMapping[models.TRANSACTION_TYPE_TRANSFER]] = models.TRANSACTION_DB_TYPE_TRANSFER_OUT
-
-	return nameDbTypeMap, nil
-}
-
-func (c *DataTableTransactionDataImporter) getTransactionDbType(nameDbTypeMap map[string]models.TransactionDbType, transactionTypeName string) (models.TransactionDbType, error) {
-	transactionType, exists := nameDbTypeMap[transactionTypeName]
-
-	if !exists {
-		return 0, errs.ErrTransactionTypeInvalid
-	}
-
-	return transactionType, nil
-}
-
-func (c *DataTableTransactionDataImporter) getTransactionCategoryType(transactionType models.TransactionDbType) (models.TransactionCategoryType, error) {
-	if transactionType == models.TRANSACTION_DB_TYPE_INCOME {
-		return models.CATEGORY_TYPE_INCOME, nil
-	} else if transactionType == models.TRANSACTION_DB_TYPE_EXPENSE {
-		return models.CATEGORY_TYPE_EXPENSE, nil
-	} else if transactionType == models.TRANSACTION_DB_TYPE_TRANSFER_OUT {
-		return models.CATEGORY_TYPE_TRANSFER, nil
-	} else {
-		return 0, errs.ErrTransactionTypeInvalid
-	}
-}
-
-func (c *DataTableTransactionDataImporter) createNewAccountModel(uid int64, accountName string, currency string) *models.Account {
-	return &models.Account{
-		Uid:      uid,
-		Name:     accountName,
-		Currency: currency,
-	}
-}
-
-func (c *DataTableTransactionDataImporter) createNewTransactionCategoryModel(uid int64, categoryName string, transactionCategoryType models.TransactionCategoryType) *models.TransactionCategory {
-	return &models.TransactionCategory{
-		Uid:  uid,
-		Name: categoryName,
-		Type: transactionCategoryType,
-	}
-}
-
-func (c *DataTableTransactionDataImporter) createNewTransactionTagModel(uid int64, tagName string) *models.TransactionTag {
-	return &models.TransactionTag{
-		Uid:  uid,
-		Name: tagName,
-	}
-}

pkg/converters/datatable/imported_common_data_table.go

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

pkg/converters/datatable/sub_basic_data_table.go

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

pkg/converters/datatable/sub_basic_data_table_test.go

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

pkg/converters/datatable/transaction_data_table.go

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

pkg/converters/default/default_transaction_data_json_file_importer.go

@@ -0,0 +1,96 @@
+package _default
+
+import (
+	"encoding/json"
+	"time"
+
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
+	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+var allJsonDataSupportedColumns = []datatable.TransactionDataTableColumn{
+	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME,
+	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE,
+	datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE,
+	datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY,
+	datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME,
+	datatable.TRANSACTION_DATA_TABLE_AMOUNT,
+	datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME,
+	datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT,
+	datatable.TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION,
+	datatable.TRANSACTION_DATA_TABLE_TAGS,
+	datatable.TRANSACTION_DATA_TABLE_DESCRIPTION,
+}
+
+// defaultTransactionDataJsonImporter defines the structure of ezbookkeeping default json importer for transaction data
+type defaultTransactionDataJsonImporter struct{}
+
+// Initialize an ezbookkeeping default transaction data json file importer singleton instance
+var (
+	DefaultTransactionDataJsonFileImporter = &defaultTransactionDataJsonImporter{}
+)
+
+// ParseImportedData returns the imported data by parsing the transaction json data
+func (c *defaultTransactionDataJsonImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
+	var importRequest models.ImportTransactionRequest
+
+	if err := json.Unmarshal(data, &importRequest); err != nil {
+		return nil, nil, nil, nil, nil, nil, errs.ErrInvalidJSONFile
+	}
+
+	transactionDataTable, err := c.createNewDefaultTransactionDataTable(importRequest)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	dataTableImporter := converter.CreateNewImporterWithTypeNameMapping(
+		ezbookkeepingTransactionTypeNameMapping,
+		ezbookkeepingGeoLocationSeparator,
+		ezbookkeepingGeoLocationOrder,
+		ezbookkeepingTagSeparator,
+	)
+
+	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezoneOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+}
+
+func (c *defaultTransactionDataJsonImporter) createNewDefaultTransactionDataTable(importRequest models.ImportTransactionRequest) (datatable.TransactionDataTable, error) {
+	transactionDataTable := datatable.CreateNewWritableTransactionDataTable(allJsonDataSupportedColumns)
+
+	if importRequest.Transactions == nil || len(importRequest.Transactions) < 1 {
+		return nil, errs.ErrNotFoundTransactionDataInFile
+	}
+
+	for i := 0; i < len(importRequest.Transactions); i++ {
+		transaction := importRequest.Transactions[i]
+
+		utcOffset, err := utils.StringToInt(transaction.UtcOffset)
+
+		if err != nil {
+			return nil, errs.ErrTransactionTimeZoneInvalid
+		}
+
+		timezone := time.FixedZone("Transaction Timezone", utcOffset*60)
+
+		row := make(map[datatable.TransactionDataTableColumn]string, len(allJsonDataSupportedColumns))
+		row[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME] = transaction.Time
+		row[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIMEZONE] = utils.FormatTimezoneOffset(timezone)
+		row[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE] = transaction.Type
+		row[datatable.TRANSACTION_DATA_TABLE_SUB_CATEGORY] = transaction.CategoryName
+		row[datatable.TRANSACTION_DATA_TABLE_ACCOUNT_NAME] = transaction.SourceAccountName
+		row[datatable.TRANSACTION_DATA_TABLE_AMOUNT] = transaction.SourceAmount
+		row[datatable.TRANSACTION_DATA_TABLE_RELATED_ACCOUNT_NAME] = transaction.DestinationAccountName
+		row[datatable.TRANSACTION_DATA_TABLE_RELATED_AMOUNT] = transaction.DestinationAmount
+		row[datatable.TRANSACTION_DATA_TABLE_GEOGRAPHIC_LOCATION] = transaction.GeoLocation
+		row[datatable.TRANSACTION_DATA_TABLE_TAGS] = transaction.TagNames
+		row[datatable.TRANSACTION_DATA_TABLE_DESCRIPTION] = transaction.Comment
+
+		transactionDataTable.Add(row)
+	}
+
+	return transactionDataTable, nil
+}

pkg/converters/default/default_transaction_data_plain_text_converter.go

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

pkg/converters/default/default_transaction_plain_text_data_table.go

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

pkg/converters/dsv/custom_transaction_data_dsv_file_importer.go

@@ -0,0 +1,236 @@
+package dsv
+
+import (
+	"bytes"
+	"encoding/csv"
+	"io"
+	"strings"
+
+	"golang.org/x/text/encoding"
+	"golang.org/x/text/encoding/charmap"
+	"golang.org/x/text/encoding/japanese"
+	"golang.org/x/text/encoding/korean"
+	"golang.org/x/text/encoding/simplifiedchinese"
+	"golang.org/x/text/encoding/traditionalchinese"
+	"golang.org/x/text/encoding/unicode"
+	"golang.org/x/text/transform"
+
+	"github.com/mayswind/ezbookkeeping/pkg/converters/converter"
+	csvconverter "github.com/mayswind/ezbookkeeping/pkg/converters/csv"
+	"github.com/mayswind/ezbookkeeping/pkg/converters/datatable"
+	"github.com/mayswind/ezbookkeeping/pkg/core"
+	"github.com/mayswind/ezbookkeeping/pkg/errs"
+	"github.com/mayswind/ezbookkeeping/pkg/log"
+	"github.com/mayswind/ezbookkeeping/pkg/models"
+	"github.com/mayswind/ezbookkeeping/pkg/utils"
+)
+
+var supportedFileTypeSeparators = map[string]rune{
+	"custom_csv": ',',
+	"custom_tsv": '\t',
+}
+
+var supportedFileEncodings = map[string]encoding.Encoding{
+	"utf-8":        unicode.UTF8,                                           // UTF-8
+	"utf-8-bom":    unicode.UTF8BOM,                                        // UTF-8 with BOM
+	"utf-16le":     unicode.UTF16(unicode.LittleEndian, unicode.IgnoreBOM), // UTF-16 Little Endian
+	"utf-16be":     unicode.UTF16(unicode.BigEndian, unicode.IgnoreBOM),    // UTF-16 Big Endian
+	"cp437":        charmap.CodePage437,                                    // OEM United States (CP-437)
+	"cp863":        charmap.CodePage863,                                    // OEM Canadian French (CP-863)
+	"cp037":        charmap.CodePage037,                                    // IBM EBCDIC US/Canada (CP-037)
+	"cp1047":       charmap.CodePage1047,                                   // IBM EBCDIC Open Systems (CP-1047)
+	"cp1140":       charmap.CodePage1140,                                   // IBM EBCDIC US/Canada with Euro (CP-1140)
+	"iso-8859-1":   charmap.ISO8859_1,                                      // Western European (ISO-8859-1)
+	"cp850":        charmap.CodePage850,                                    // Western European (CP-850)
+	"cp858":        charmap.CodePage858,                                    // Western European with Euro (CP-858)
+	"windows-1252": charmap.Windows1252,                                    // Western European (Windows-1252)
+	"iso-8859-15":  charmap.ISO8859_15,                                     // Western European (ISO-8859-15)
+	"iso-8859-4":   charmap.ISO8859_4,                                      // North European (ISO-8859-4)
+	"iso-8859-10":  charmap.ISO8859_10,                                     // North European (ISO-8859-10)
+	"cp865":        charmap.CodePage865,                                    // North European (CP-865)
+	"iso-8859-2":   charmap.ISO8859_2,                                      // Central European (ISO-8859-2)
+	"cp852":        charmap.CodePage852,                                    // Central European (CP-852)
+	"windows-1250": charmap.Windows1250,                                    // Central European (Windows-1250)
+	"iso-8859-14":  charmap.ISO8859_14,                                     // Celtic (ISO-8859-14)
+	"iso-8859-3":   charmap.ISO8859_3,                                      // South European (ISO-8859-3)
+	"cp860":        charmap.CodePage860,                                    // Portuguese (CP-860)
+	"iso-8859-7":   charmap.ISO8859_7,                                      // Greek (ISO-8859-7)
+	"windows-1253": charmap.Windows1253,                                    // Greek (Windows-1253)
+	"iso-8859-9":   charmap.ISO8859_9,                                      // Turkish (ISO-8859-9)
+	"windows-1254": charmap.Windows1254,                                    // Turkish (Windows-1254)
+	"iso-8859-13":  charmap.ISO8859_13,                                     // Baltic (ISO-8859-13)
+	"windows-1257": charmap.Windows1257,                                    // Baltic (Windows-1257)
+	"iso-8859-16":  charmap.ISO8859_16,                                     // South-Eastern European (ISO-8859-16)
+	"iso-8859-5":   charmap.ISO8859_5,                                      // Cyrillic (ISO-8859-5)
+	"cp855":        charmap.CodePage855,                                    // Cyrillic (CP-855)
+	"cp866":        charmap.CodePage866,                                    // Cyrillic (CP-866)
+	"windows-1251": charmap.Windows1251,                                    // Cyrillic (Windows-1251)
+	"koi8r":        charmap.KOI8R,                                          // Cyrillic (KOI8-R)
+	"koi8u":        charmap.KOI8U,                                          // Cyrillic (KOI8-U)
+	"iso-8859-6":   charmap.ISO8859_6,                                      // Arabic (ISO-8859-6)
+	"windows-1256": charmap.Windows1256,                                    // Arabic (Windows-1256)
+	"iso-8859-8":   charmap.ISO8859_8,                                      // Hebrew (ISO-8859-8)
+	"cp862":        charmap.CodePage862,                                    // Hebrew (CP-862)
+	"windows-1255": charmap.Windows1255,                                    // Hebrew (Windows-1255)
+	"windows-874":  charmap.Windows874,                                     // Thai (Windows-874)
+	"windows-1258": charmap.Windows1258,                                    // Vietnamese (Windows-1258)
+	"gb18030":      simplifiedchinese.GB18030,                              // Chinese (Simplified, GB18030)
+	"gbk":          simplifiedchinese.GBK,                                  // Chinese (Simplified, GBK)
+	"big5":         traditionalchinese.Big5,                                // Chinese (Traditional, Big5)
+	"euc-kr":       korean.EUCKR,                                           // Korean (EUC-KR)
+	"euc-jp":       japanese.EUCJP,                                         // Japanese (EUC-JP)
+	"iso-2022-jp":  japanese.ISO2022JP,                                     // Japanese (ISO-2022-JP)
+	"shift_jis":    japanese.ShiftJIS,                                      // Japanese (Shift JIS)
+}
+
+var customTransactionTypeNameMapping = map[models.TransactionType]string{
+	models.TRANSACTION_TYPE_MODIFY_BALANCE: utils.IntToString(int(models.TRANSACTION_TYPE_MODIFY_BALANCE)),
+	models.TRANSACTION_TYPE_INCOME:         utils.IntToString(int(models.TRANSACTION_TYPE_INCOME)),
+	models.TRANSACTION_TYPE_EXPENSE:        utils.IntToString(int(models.TRANSACTION_TYPE_EXPENSE)),
+	models.TRANSACTION_TYPE_TRANSFER:       utils.IntToString(int(models.TRANSACTION_TYPE_TRANSFER)),
+}
+
+type CustomTransactionDataDsvFileParser interface {
+	ParseDsvFileLines(ctx core.Context, data []byte) ([][]string, error)
+}
+
+// customTransactionDataDsvFileImporter defines the structure of custom dsv importer for transaction data
+type customTransactionDataDsvFileImporter struct {
+	fileEncoding               encoding.Encoding
+	separator                  rune
+	columnIndexMapping         map[datatable.TransactionDataTableColumn]int
+	transactionTypeNameMapping map[string]models.TransactionType
+	hasHeaderLine              bool
+	timeFormat                 string
+	timezoneFormat             string
+	amountDecimalSeparator     string
+	amountDigitGroupingSymbol  string
+	geoLocationSeparator       string
+	geoLocationOrder           converter.TransactionGeoLocationOrder
+	transactionTagSeparator    string
+}
+
+// ParseDsvFileLines returns the parsed file lines for specified the dsv file data
+func (c *customTransactionDataDsvFileImporter) ParseDsvFileLines(ctx core.Context, data []byte) ([][]string, error) {
+	reader := transform.NewReader(bytes.NewReader(data), c.fileEncoding.NewDecoder())
+	csvReader := csv.NewReader(reader)
+	csvReader.Comma = c.separator
+	csvReader.FieldsPerRecord = -1
+
+	allLines := make([][]string, 0)
+
+	for {
+		items, err := csvReader.Read()
+
+		if err == io.EOF {
+			break
+		}
+
+		if err != nil {
+			log.Errorf(ctx, "[custom_transaction_data_dsv_file_importer.ParseDsvFileLines] cannot parse dsv data, because %s", err.Error())
+			return nil, errs.ErrInvalidCSVFile
+		}
+
+		if len(items) == 1 && items[0] == "" {
+			continue
+		}
+
+		for index := range items {
+			items[index] = strings.Trim(items[index], " ")
+		}
+
+		allLines = append(allLines, items)
+	}
+
+	return allLines, nil
+}
+
+// ParseImportedData returns the imported data by parsing the custom transaction dsv data
+func (c *customTransactionDataDsvFileImporter) ParseImportedData(ctx core.Context, user *models.User, data []byte, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
+	allLines, err := c.ParseDsvFileLines(ctx, data)
+
+	if err != nil {
+		return nil, nil, nil, nil, nil, nil, err
+	}
+
+	dataTable := csvconverter.CreateNewCustomCsvBasicDataTable(allLines, c.hasHeaderLine)
+	transactionDataTable := CreateNewCustomPlainTextDataTable(dataTable, c.columnIndexMapping, c.transactionTypeNameMapping, c.timeFormat, c.timezoneFormat, c.amountDecimalSeparator, c.amountDigitGroupingSymbol)
+	dataTableImporter := converter.CreateNewImporterWithTypeNameMapping(customTransactionTypeNameMapping, c.geoLocationSeparator, c.geoLocationOrder, c.transactionTagSeparator)
+
+	return dataTableImporter.ParseImportedData(ctx, user, transactionDataTable, defaultTimezoneOffset, accountMap, expenseCategoryMap, incomeCategoryMap, transferCategoryMap, tagMap)
+}
+
+// IsDelimiterSeparatedValuesFileType returns whether the file type is the delimiter-separated values file type
+func IsDelimiterSeparatedValuesFileType(fileType string) bool {
+	_, exists := supportedFileTypeSeparators[fileType]
+	return exists
+}
+
+// CreateNewCustomTransactionDataDsvFileParser returns a new custom dsv parser for transaction data
+func CreateNewCustomTransactionDataDsvFileParser(fileType string, fileEncoding string) (CustomTransactionDataDsvFileParser, error) {
+	separator, exists := supportedFileTypeSeparators[fileType]
+
+	if !exists {
+		return nil, errs.ErrImportFileTypeNotSupported
+	}
+
+	enc, exists := supportedFileEncodings[fileEncoding]
+
+	if !exists {
+		return nil, errs.ErrImportFileEncodingNotSupported
+	}
+
+	return &customTransactionDataDsvFileImporter{
+		fileEncoding: enc,
+		separator:    separator,
+	}, nil
+}
+
+// CreateNewCustomTransactionDataDsvFileImporter returns a new custom dsv importer for transaction data
+func CreateNewCustomTransactionDataDsvFileImporter(fileType string, fileEncoding string, columnIndexMapping map[datatable.TransactionDataTableColumn]int, transactionTypeNameMapping map[string]models.TransactionType, hasHeaderLine bool, timeFormat string, timezoneFormat string, amountDecimalSeparator string, amountDigitGroupingSymbol string, geoLocationSeparator string, geoLocationOrder string, transactionTagSeparator string) (converter.TransactionDataImporter, error) {
+	separator, exists := supportedFileTypeSeparators[fileType]
+
+	if !exists {
+		return nil, errs.ErrImportFileTypeNotSupported
+	}
+
+	enc, exists := supportedFileEncodings[fileEncoding]
+
+	if !exists {
+		return nil, errs.ErrImportFileEncodingNotSupported
+	}
+
+	if geoLocationOrder == "" {
+		geoLocationOrder = string(converter.TRANSACTION_GEO_LOCATION_ORDER_LONGITUDE_LATITUDE)
+	} else if geoLocationOrder != string(converter.TRANSACTION_GEO_LOCATION_ORDER_LONGITUDE_LATITUDE) &&
+		geoLocationOrder != string(converter.TRANSACTION_GEO_LOCATION_ORDER_LATITUDE_LONGITUDE) {
+		return nil, errs.ErrImportFileTypeNotSupported
+	}
+
+	if _, exists = columnIndexMapping[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TIME]; !exists {
+		return nil, errs.ErrMissingRequiredFieldInHeaderRow
+	}
+
+	if _, exists = columnIndexMapping[datatable.TRANSACTION_DATA_TABLE_TRANSACTION_TYPE]; !exists {
+		return nil, errs.ErrMissingRequiredFieldInHeaderRow
+	}
+
+	if _, exists = columnIndexMapping[datatable.TRANSACTION_DATA_TABLE_AMOUNT]; !exists {
+		return nil, errs.ErrMissingRequiredFieldInHeaderRow
+	}
+
+	return &customTransactionDataDsvFileImporter{
+		fileEncoding:               enc,
+		separator:                  separator,
+		columnIndexMapping:         columnIndexMapping,
+		transactionTypeNameMapping: transactionTypeNameMapping,
+		hasHeaderLine:              hasHeaderLine,
+		timeFormat:                 timeFormat,
+		timezoneFormat:             timezoneFormat,
+		amountDecimalSeparator:     amountDecimalSeparator,
+		amountDigitGroupingSymbol:  amountDigitGroupingSymbol,
+		geoLocationSeparator:       geoLocationSeparator,
+		geoLocationOrder:           converter.TransactionGeoLocationOrder(geoLocationOrder),
+		transactionTagSeparator:    transactionTagSeparator,
+	}, nil
+}

pkg/converters/dsv/custom_transaction_plain_text_data_table.go

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