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Make Plaid credentials per-user, configurable via Settings UI

Plaid ClientId/Secret are now stored per-user in the database
(encrypted) instead of in appsettings.json. Users enter their own
Plaid developer credentials in the Settings > Bank Connections tab.

- New BankSyncSettings model (1:1 with User) for encrypted credentials
- PlaidSyncProvider is now stateless, receives credentials per-call
- Settings UI shows a credentials card with save form
- Connect via Plaid button disabled until credentials are configured
- Removed Plaid section from appsettings.json

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Catherine Renelle
2026-02-08 16:50:48 -05:00
parent 849a392d14
commit 9d6a006045
17 changed files with 1847 additions and 160 deletions
+1 -1
View File
@@ -86,7 +86,7 @@ builder.Services.AddSingleton<IFileParser, CSVParserPlugin>();
builder.Services.AddSingleton<IFileParser, QIFParserPlugin>();
// Bank sync providers
builder.Services.AddSingleton<PlaidSyncProvider>();
builder.Services.AddSingleton<PlaidSyncProvider>(); // Stateless — credentials passed per-call
builder.Services.AddHttpClient<SimpleFinSyncProvider>();
// Plugin system