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

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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>
This commit is contained in:
Catherine Renelle
2026-02-08 15:08:23 -05:00
parent eb49147080
commit 3e0446c9be
34 changed files with 3956 additions and 8 deletions
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src/Purrse.Api/Program.cs
+8
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@@ -8,6 +8,7 @@ using Purrse.Api.Services;
using Purrse.Core.Interfaces.Services;
using Purrse.Data;
using Purrse.Plugins.Abstractions;
using Purrse.Plugins.BankSync;
using Purrse.Plugins.CSV;
using Purrse.Plugins.OFX;
using Purrse.Plugins.QIF;
@@ -76,18 +77,25 @@ builder.Services.AddScoped<ILoanService, LoanService>();
builder.Services.AddScoped<IDashboardService, DashboardService>();
builder.Services.AddScoped<IReportService, ReportService>();
builder.Services.AddScoped<IDuplicateDetectionService, DuplicateDetectionService>();
builder.Services.AddScoped<IEncryptionService, EncryptionService>();
builder.Services.AddScoped<IBankSyncService, BankSyncService>();
// Built-in file parsers
builder.Services.AddSingleton<IFileParser, OFXParserPlugin>();
builder.Services.AddSingleton<IFileParser, CSVParserPlugin>();
builder.Services.AddSingleton<IFileParser, QIFParserPlugin>();
// Bank sync providers
builder.Services.AddSingleton<PlaidSyncProvider>();
builder.Services.AddHttpClient<SimpleFinSyncProvider>();
// Plugin system
builder.Services.AddSingleton<PluginService>();
// Background services
builder.Services.AddHostedService<ScheduledTransactionProcessor>();
builder.Services.AddHostedService<FileWatcherService>();
builder.Services.AddHostedService<BankSyncBackgroundService>();
// SignalR
builder.Services.AddSignalR();