Implement Phase 6: automated bank sync (Plaid + SimpleFIN) & settings

Add automated transaction syncing via Plaid and SimpleFIN providers, a Settings page for managing connections and account mappings, background scheduled syncing, and sync history logging. New backend: BankSync plugin project with PlaidSyncProvider and SimpleFinSyncProvider, SyncConnection/LinkedAccount/SyncLog models, AES-256 encryption service, BankSyncService orchestration, BankSyncBackgroundService (15-min tick), and BankSyncController (13 endpoints). EF migration creates sync_connections, linked_accounts, and sync_logs tables. New frontend: Settings view with 3 tabs (Profile, Bank Connections, Sync History), bankSync API service, BankSyncComplete SignalR notifications, and Settings nav item in sidebar + avatar dropdown. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 15:08:23 -05:00
parent eb49147080
commit 3e0446c9be
34 changed files with 3956 additions and 8 deletions
@@ -0,0 +1,52 @@
+import api from './api'
+import type {
+  SyncConnection,
+  LinkedAccountInfo,
+  DiscoveredAccount,
+  SyncResult,
+  SyncLogEntry,
+  CreateLinkTokenResponse
+} from '@/types'
+
+export const bankSyncApi = {
+  getConnections: () =>
+    api.get<SyncConnection[]>('/bank-sync/connections'),
+
+  getConnection: (id: string) =>
+    api.get<SyncConnection>(`/bank-sync/connections/${id}`),
+
+  updateConnection: (id: string, data: { isActive: boolean; syncIntervalMinutes: number }) =>
+    api.put<SyncConnection>(`/bank-sync/connections/${id}`, data),
+
+  deleteConnection: (id: string) =>
+    api.delete(`/bank-sync/connections/${id}`),
+
+  createLinkToken: () =>
+    api.post<CreateLinkTokenResponse>('/bank-sync/plaid/create-link-token'),
+
+  completePlaidLink: (publicToken: string) =>
+    api.post<SyncConnection>('/bank-sync/plaid/complete-link', { publicToken }),
+
+  connectSimpleFin: (setupToken: string) =>
+    api.post<SyncConnection>('/bank-sync/simplefin/connect', { setupToken }),
+
+  discoverAccounts: (connectionId: string) =>
+    api.get<DiscoveredAccount[]>(`/bank-sync/connections/${connectionId}/discover-accounts`),
+
+  linkAccount: (connectionId: string, data: { linkedAccountId: string; accountId: string | null; autoCreate: boolean }) =>
+    api.post<LinkedAccountInfo>(`/bank-sync/connections/${connectionId}/link-account`, data),
+
+  updateLinkedAccount: (linkedAccountId: string, data: { accountId: string | null; isEnabled: boolean }) =>
+    api.put<LinkedAccountInfo>(`/bank-sync/linked-accounts/${linkedAccountId}`, data),
+
+  syncNow: (connectionId: string) =>
+    api.post<SyncResult>(`/bank-sync/connections/${connectionId}/sync-now`),
+
+  syncAll: () =>
+    api.post<SyncResult>('/bank-sync/sync-all'),
+
+  getSyncLogs: (connectionId?: string, limit = 50) =>
+    api.get<SyncLogEntry[]>('/bank-sync/sync-logs', {
+      params: { connectionId, limit }
+    }),
+}