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>
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>
One-time migration: UPDATE all transactions that have a FitId
(bank-synced) and Status=Uncleared to Status=Cleared. Tracked
in data_migrations table so it only runs once.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Runs once at startup after DB migrations. For each SimpleFIN
connection, re-discovers accounts from the API, groups by
institution, and splits connections that contain accounts from
multiple banks. Existing sync state and account mappings are
preserved.
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>
Without this, enums serialize as integers (0, 1, 2) instead of
strings ("Debit", "Credit", "Transfer"). This caused synced
transactions to have numeric type values and broke editing.
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