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 +1,73 @@
+using Microsoft.AspNetCore.Authorization;
+using Microsoft.AspNetCore.Mvc;
+using Purrse.Core.DTOs;
+using Purrse.Core.Interfaces.Services;
+using System.Security.Claims;
+
+namespace Purrse.Api.Controllers;
+
+[Authorize]
+[ApiController]
+[Route("api/bank-sync")]
+public class BankSyncController : ControllerBase
+{
+    private readonly IBankSyncService _bankSyncService;
+    private Guid UserId => Guid.Parse(User.FindFirstValue(ClaimTypes.NameIdentifier)!);
+
+    public BankSyncController(IBankSyncService bankSyncService) => _bankSyncService = bankSyncService;
+
+    [HttpGet("connections")]
+    public async Task<ActionResult<List<SyncConnectionResponse>>> GetConnections()
+        => Ok(await _bankSyncService.GetConnectionsAsync(UserId));
+
+    [HttpGet("connections/{id}")]
+    public async Task<ActionResult<SyncConnectionResponse>> GetConnection(Guid id)
+        => Ok(await _bankSyncService.GetConnectionAsync(UserId, id));
+
+    [HttpPut("connections/{id}")]
+    public async Task<ActionResult<SyncConnectionResponse>> UpdateConnection(Guid id, UpdateConnectionRequest request)
+        => Ok(await _bankSyncService.UpdateConnectionAsync(UserId, id, request));
+
+    [HttpDelete("connections/{id}")]
+    public async Task<IActionResult> DeleteConnection(Guid id)
+    {
+        await _bankSyncService.DeleteConnectionAsync(UserId, id);
+        return NoContent();
+    }
+
+    [HttpPost("plaid/create-link-token")]
+    public async Task<ActionResult<CreateLinkTokenResponse>> CreatePlaidLinkToken()
+        => Ok(await _bankSyncService.CreatePlaidLinkTokenAsync(UserId));
+
+    [HttpPost("plaid/complete-link")]
+    public async Task<ActionResult<SyncConnectionResponse>> CompletePlaidLink(CreatePlaidConnectionRequest request)
+        => Ok(await _bankSyncService.CompletePlaidLinkAsync(UserId, request));
+
+    [HttpPost("simplefin/connect")]
+    public async Task<ActionResult<SyncConnectionResponse>> ConnectSimpleFin(CreateSimpleFinConnectionRequest request)
+        => Ok(await _bankSyncService.CreateSimpleFinConnectionAsync(UserId, request));
+
+    [HttpGet("connections/{id}/discover-accounts")]
+    public async Task<ActionResult<List<DiscoveredAccountResponse>>> DiscoverAccounts(Guid id)
+        => Ok(await _bankSyncService.DiscoverAccountsAsync(UserId, id));
+
+    [HttpPost("connections/{id}/link-account")]
+    public async Task<ActionResult<LinkedAccountResponse>> LinkAccount(Guid id, LinkAccountRequest request)
+        => Ok(await _bankSyncService.LinkAccountAsync(UserId, id, request));
+
+    [HttpPut("linked-accounts/{id}")]
+    public async Task<ActionResult<LinkedAccountResponse>> UpdateLinkedAccount(Guid id, UpdateLinkedAccountRequest request)
+        => Ok(await _bankSyncService.UpdateLinkedAccountAsync(UserId, id, request));
+
+    [HttpPost("connections/{id}/sync-now")]
+    public async Task<ActionResult<SyncResultResponse>> SyncNow(Guid id)
+        => Ok(await _bankSyncService.SyncNowAsync(UserId, id));
+
+    [HttpPost("sync-all")]
+    public async Task<ActionResult<SyncResultResponse>> SyncAll()
+        => Ok(await _bankSyncService.SyncAllAsync(UserId));
+
+    [HttpGet("sync-logs")]
+    public async Task<ActionResult<List<SyncLogResponse>>> GetSyncLogs([FromQuery] Guid? connectionId, [FromQuery] int limit = 50)
+        => Ok(await _bankSyncService.GetSyncLogsAsync(UserId, connectionId, limit));
+}