Cache SimpleFIN API responses for 60 seconds so multiple accounts in
the same sync cycle reuse a single HTTP call instead of hitting the
API per-account. Pre-load existing transactions by FitId in one batch
query to skip per-duplicate FindAsync calls during memo backfill.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Update duplicate handling during bank sync to populate the memo field
on existing transactions when it's empty. Fix raw SQL table name from
quoted "Transactions" to lowercase "transactions" matching the actual
PostgreSQL schema.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Both SimpleFIN and Plaid only return posted transactions (SimpleFIN
filters out pending, Plaid returns settled). These have already
cleared at the bank so they should be marked Cleared on import.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Resets LastSyncAt on all linked accounts so the next sync
re-fetches the full 90-day transaction window. Duplicate
detection prevents re-importing existing transactions.
- POST /api/bank-sync/connections/{id}/reset-sync endpoint
- Re-sync button shown only on SimpleFIN connection cards
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Group discovered SimpleFIN accounts by institution and create a
separate SyncConnection per institution so each bank appears as
its own card in the UI.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds local LLM-based transaction categorization using Ollama:
- Settings UI to configure Ollama URL, model, confidence threshold
- Auto-categorization during bank sync and file import
- Manual "Classify Uncategorized" button on Transactions screen that respects active filters
- Payee default category learning loop for classified transactions
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
DateOnly.ToDateTime() produces Kind=Unspecified which Npgsql rejects
for timestamptz. Specify UTC kind on Plaid transaction dates and add
a safety net in BankSyncService for all parsed dates.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
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>
Catherine Renelle