Conversational AI chat that uses Ollama's native tool-calling API to query
transactions, spending reports, account balances, dashboard summaries, and
update transaction categories through natural language. Includes persistent
conversation history, a full-page chat UI with sidebar, and rich inline
rendering of tool results (tables, alerts, cards).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Make the entire header clickable to toggle rail mode so users
can expand the drawer after collapsing it
- Center the cat icon in rail mode via scoped CSS
- Add tooltips on all nav items and logout when in rail mode
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
Add full frontend UI for five backend features: bank reconciliation (3-step
stepper workflow), payee management (CRUD with alias chips), transaction splits
(expandable rows + split editor), plugins (card grid), and real-time SignalR
notifications (bell dropdown with badge). Fix backend PayeeResponse to expose
alias IDs for deletion.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Catherine Renelle