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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/Purrse.Api.csproj
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@@ -22,6 +22,7 @@
<ProjectReference Include="..\Purrse.Plugins.OFX\Purrse.Plugins.OFX.csproj" />
<ProjectReference Include="..\Purrse.Plugins.CSV\Purrse.Plugins.CSV.csproj" />
<ProjectReference Include="..\Purrse.Plugins.QIF\Purrse.Plugins.QIF.csproj" />
<ProjectReference Include="..\Purrse.Plugins.BankSync\Purrse.Plugins.BankSync.csproj" />
</ItemGroup>
</Project>