Use the raw Description field as memo so the full bank text
(e.g. "Card purchase BUYVM VPS* FRANTECH 11 MY.FRANTECH.C WY
02-08-2026") is always visible. The cleaned Payee field is still
used for the payee name and matching.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
A 403 from the claim URL means the token was already used or is
invalid. Throw InvalidOperationException so the middleware returns
a 400 with a helpful message instead of a generic 500.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
HttpClient does not extract Basic Auth credentials from URLs with
embedded user:pass@host format. Parse the access URL, build the
Authorization header explicitly, and strip credentials from the
request URI. Also send Content-Length: 0 on token exchange POST
and update setup instructions to point to beta-bridge.simplefin.org.
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