262d7789db
feat: account monitoring, expanded sync UI, match filtering, error toasts
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Backend:
- v0.64 migration: monitored column on financial_accounts
- GET/PUT data-sources accounts endpoints for monitored toggle + tx listing
- matchSuggestionService: excludes unmonitored accounts from match scoring
Frontend:
- BankSyncSection rebuild: accounts panel with monitored switch, expand for
last 50 transactions, match status badges, optimistic toggle
- TransactionMatchingSection: toast on bills load failure
- DataPage: toast on import history load failure
- ProfilePage: toast on both login history fetch failures
2026-05-29 01:06:20 -05:00
88a4b64924
feat: DB-first bank sync config, admin toggle, extracted BankSyncSection
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New:
services/bankSyncConfigService.js — bank_sync_enabled from settings table, env fallback
client/components/admin/BankSyncAdminCard.jsx — single toggle + encryption key status
client/components/data/BankSyncSection.jsx — full connection management extracted from SettingsPage
Modified:
routes/dataSources.js — per-request getBankSyncConfig() instead of module-level env check
routes/admin.js — GET/PUT /api/admin/bank-sync-config
AdminPage.jsx — renders BankSyncAdminCard after EmailNotifCard
SettingsPage.jsx — BankSyncSection removed, 580->352 lines
DataPage.jsx — BankSyncSection first, passes simplefinConn to TransactionMatchingSection
TransactionMatchingSection.jsx — compact sync bar with green dot + Sync Now
Layout.jsx — SimplefinBadge shows muted dot when enabled
client/api.js — bankSyncConfig API calls
2026-05-28 22:06:15 -05:00
71dfbe36cc
refactor: component splits, PWA support, CommandPalette
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Component Splits:
- AdminPage.jsx: 1,906 -> 82 lines (logic moved to client/components/admin/ — 9 files)
- DataPage.jsx: 3,132 -> 60 lines (logic moved to client/components/data/ — 8 files)
- TrackerPage.jsx: 2,566 -> 2,132 lines (MonthlyStateDialog, StartingAmountsEditDialog, PaymentModal)
PWA:
- vite-plugin-pwa installed with NetworkFirst caching for API routes
- Square PWA icons (192x192, 512x512, apple-touch-icon)
- theme-color, apple meta tags, touch icon in index.html
- Build generates dist/sw.js + Workbox runtime
CommandPalette:
- Navigation commands, Add bill action, month jumps
- Grouped results with empty/filtered states
2026-05-28 20:53:22 -05:00
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