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 +1,106 @@
+using System.Net.Http.Json;
+using System.Text;
+using Purrse.Plugins.Abstractions;
+using Purrse.Plugins.Abstractions.Models;
+using Purrse.Plugins.BankSync.Models;
+
+namespace Purrse.Plugins.BankSync;
+
+public class SimpleFinSyncProvider : IAccountSyncProvider
+{
+    private readonly HttpClient _httpClient;
+
+    public string Id => "simplefin-sync";
+    public string Name => "SimpleFIN Bank Sync";
+    public string Version => "1.0.0";
+    public string Description => "Sync transactions from banks via SimpleFIN Bridge";
+
+    public SimpleFinSyncProvider(HttpClient httpClient)
+    {
+        _httpClient = httpClient;
+    }
+
+    public Task InitializeAsync(IPluginContext context) => Task.CompletedTask;
+    public Task ShutdownAsync() => Task.CompletedTask;
+
+    public async Task<string> ExchangeSetupTokenAsync(string setupToken)
+    {
+        // Decode base64 setup token to get the claim URL
+        var claimUrl = Encoding.UTF8.GetString(Convert.FromBase64String(setupToken));
+
+        var response = await _httpClient.PostAsync(claimUrl, null);
+        response.EnsureSuccessStatusCode();
+
+        var accessUrl = await response.Content.ReadAsStringAsync();
+        return accessUrl.Trim();
+    }
+
+    public async Task<List<SyncAccount>> GetAccountsAsync(Dictionary<string, string> configuration)
+    {
+        var accessUrl = configuration.GetValueOrDefault("AccessUrl") ?? string.Empty;
+
+        var response = await _httpClient.GetFromJsonAsync<SimpleFinAccountSet>($"{accessUrl}/accounts");
+        if (response == null)
+            return new List<SyncAccount>();
+
+        return response.Accounts.Select(a => new SyncAccount
+        {
+            ExternalId = a.Id,
+            Name = a.Name,
+            Institution = a.Org?.Name,
+            AccountType = GuessAccountType(a.Name),
+            Balance = decimal.TryParse(a.Balance, out var bal) ? bal : null,
+            Currency = a.Currency
+        }).ToList();
+    }
+
+    public async Task<ParseResult> SyncTransactionsAsync(string accountId, DateTime startDate, DateTime endDate, Dictionary<string, string> configuration)
+    {
+        var accessUrl = configuration.GetValueOrDefault("AccessUrl") ?? string.Empty;
+        var startUnix = new DateTimeOffset(startDate).ToUnixTimeSeconds();
+        var endUnix = new DateTimeOffset(endDate).ToUnixTimeSeconds();
+
+        var response = await _httpClient.GetFromJsonAsync<SimpleFinAccountSet>(
+            $"{accessUrl}/accounts?start-date={startUnix}&end-date={endUnix}");
+
+        if (response == null)
+            return new ParseResult { Success = false, ErrorMessage = "No response from SimpleFIN" };
+
+        var account = response.Accounts.FirstOrDefault(a => a.Id == accountId);
+        if (account == null)
+            return new ParseResult { Success = true, Transactions = new List<ParsedTransaction>() };
+
+        var result = new ParseResult
+        {
+            Success = true,
+            LedgerBalance = decimal.TryParse(account.Balance, out var bal) ? bal : null,
+            Transactions = account.Transactions
+                .Where(t => !t.Pending)
+                .Select(t => new ParsedTransaction
+                {
+                    Date = DateTimeOffset.FromUnixTimeSeconds(t.Posted).UtcDateTime,
+                    Amount = decimal.TryParse(t.Amount, out var amt) ? amt : 0,
+                    PayeeName = t.Payee ?? t.Description,
+                    Memo = t.Memo ?? t.Description,
+                    FitId = t.Id,
+                    TransactionType = decimal.TryParse(t.Amount, out var a) && a >= 0 ? "credit" : "debit"
+                }).ToList()
+        };
+
+        return result;
+    }
+
+    private static string GuessAccountType(string name)
+    {
+        var lower = name.ToLowerInvariant();
+        if (lower.Contains("checking")) return "Checking";
+        if (lower.Contains("savings")) return "Savings";
+        if (lower.Contains("credit")) return "CreditCard";
+        if (lower.Contains("loan")) return "PersonalLoan";
+        if (lower.Contains("mortgage")) return "Mortgage";
+        if (lower.Contains("401k") || lower.Contains("retirement")) return "Retirement401k";
+        if (lower.Contains("ira")) return "IRA";
+        if (lower.Contains("brokerage") || lower.Contains("invest")) return "Brokerage";
+        return "Checking";
+    }
+}