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