Splits the AI tab into Configuration, Categorization, and Chat sections
with independent feature toggles. Both toggles are disabled when Ollama
URL or model is not configured. ChatPanel FAB is gated on isChatEnabled.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Settings > AI tab now includes context size slider (2048–131072) with VRAM
estimate and a chatbot name field. ChatService reads both dynamically instead
of hardcoding num_ctx=16384 and "Purrse AI". Chat panel FAB and empty state
use mdi-cat icon to match the rest of the app.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
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>
Instead of showing defaults as greyed-out placeholder text, populate
textareas with the actual default prompt text so users can directly
edit it. Add {categories}, {examples}, and {transactions} placeholders
so users control where dynamic data is inserted in the prompts.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add SystemPrompt and UserPromptTemplate fields to AI categorization
settings so users can customize the prompts sent to Ollama without
code changes. Null/empty values fall back to built-in defaults.
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>
Validate Plaid credentials are configured before calling the API,
and validate the returned link token before passing it to Plaid
Link JS. Show error snackbars for all bank sync failures instead
of only logging to console.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Remove nested AppLayout wrapper from SettingsView — the layout is
already applied at the App.vue level around router-view.
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