Full-stack profile section: DisplayName column on User model, profile CRUD
endpoints on AuthController, and complete Settings > Profile tab UI with
profile editing, password change, account info, and account deletion.
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>
sync-now and sync-all now return 202 Accepted immediately and
dispatch work to a background task. The frontend uses the existing
SignalR BankSyncComplete notification to stop the spinner and
display results.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Query-bound DateTimes have Kind=Unspecified which Npgsql rejects for
timestamptz columns, causing InvalidOperationException caught as 400.
Also add explicit CamelCase naming policy lost when AddJsonOptions was
introduced for the enum converter.
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>
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>
Complete the import flow from file upload through duplicate resolution
to transaction creation. Previously, ResolveDuplicatesAsync was a stub
that only incremented counters, FileWatcherService detected files but
didn't process them, and ImportsView.vue ignored the API response.
Backend:
- Add ParsedDataJson column to ImportBatch to persist parsed data
between upload and confirm steps
- Rewrite ImportService.ResolveDuplicatesAsync to deserialize parsed
transactions and create/merge/skip based on user decisions, with
payee matching, fingerprinting, and account balance updates
- Add GetBatchesAsync for import history
- Complete FileWatcherService: wait for file ready, resolve account by
filename, call UploadAsync, send SignalR notification, archive file
- Add GET /api/imports/batches endpoint
Frontend:
- Create imports API service (frontend/src/services/imports.ts)
- Add ImportBatch, DuplicateResolution types
- Rewrite ImportsView.vue with 3-step Vuetify stepper wizard:
upload, review with duplicate handling, completion summary,
plus import history table
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Catherine Renelle