When the AI updates a category (or any tool result), the transactions
page now automatically reloads. ChatPanel triggers a refresh counter
in the usePageContext composable when the response includes a tool
result, and TransactionsView watches that counter to reload data.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Move the classify-uncategorized endpoint from synchronous to async.
The controller now queues a ClassificationJob to an unbounded channel
and returns 202 Accepted. A new BackgroundService processes jobs and
pushes results (or errors) to the user via SignalR. The frontend
listens for the AiClassificationComplete event and surfaces it in the
notification system.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Replace the standalone /chat page with a bottom-right floating widget
available on every page. The panel sends page context with each message
so the AI knows what the user is viewing. On the Transactions page,
the full visible transaction list (with filters) is serialized into
the context so the AI can answer questions about on-screen entries.
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