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BillTracker
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Code Issues 4 Pull Requests Packages Projects Releases 1 Wiki Activity
160 Commits 2 Branches 2 Tags 32 MiB
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5 Commits

Author SHA1 Message Date
null 1d8ae4f511 fix: sync_days hard-clamped to 90 (SimpleFIN Bridge limit) 
- bankSyncConfigService: SYNC_DAYS_MAX=90, getBankSyncConfig clamps on read,
  setSyncDays rejects >90 with explanation
- bankSyncService: every sync requests full sync_days window, dedup handles
  already-seen transactions
- dataSources status endpoint returns sync_days alongside enabled
- BankSyncAdminCard: input max 90, live clamp, description cites Bridge limit
- BankSyncSection: third stat tile showing History window X days
 2026-05-29 02:23:19 -05:00
null 262d7789db feat: account monitoring, expanded sync UI, match filtering, error toasts 
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
null 88a4b64924 feat: DB-first bank sync config, admin toggle, extracted BankSyncSection 
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
null 42abb12497 feat: SimpleFin bank sync with encrypted token storage 
New services:
  services/encryptionService.js — AES-256-GCM with SHA-256 derived key
  services/simplefinService.js — protocol layer: claim token, fetch accounts/transactions, normalize to DB shapes
  services/bankSyncService.js — orchestration: connect, sync, disconnect with encrypted access URL storage

Modified:
  routes/dataSources.js — status, connect, sync, disconnect endpoints (gate on BANK_SYNC_ENABLED=true)
  client/api.js — simplefinStatus, connectSimplefin, syncDataSource, deleteDataSource, dataSources
  client/pages/SettingsPage.jsx — BankSyncSection with connected account info, sync/disconnect actions, setup token input
  .env.example — BANK_SYNC_ENABLED, TOKEN_ENCRYPTION_KEY, SIMPLEFIN_APP_NAME
 2026-05-28 21:30:20 -05:00
null 9d933f70cc v0.28.01 2026-05-16 20:26:09 -05:00