Commit Graph

4 Commits

Author SHA1 Message Date
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 542ab5e382 feat: configurable sync interval, auto-match, encryption note, admin link, SimpleFIN hyperlink
#1 Sync interval in admin UI:
- bankSyncConfigService: reads simplefin_sync_interval_hours from settings
  (DB-first, env fallback, default 4h), setSyncIntervalHours() with validation
- bankSyncWorker: live-updates interval from getBankSyncConfig() each tick
- routes/admin: PUT accepts enabled and sync_interval_hours independently
- BankSyncAdminCard: number input (0.5 step, 0.5-168 range), dirty-checks both

#3 Auto-match after background sync:
- matchSuggestionService: autoMatchForUser() auto-applies suggestions ≥80
  score (exact amount + date ±1d + name signal), lazy-requires matchTransactionToBill
- bankSyncWorker: calls autoMatchForUser after each successful sync, own try/catch

#4 Encryption note in BankSyncAdminCard below worker status panel

Also: error handling, admin link in tracker sidebar, SimpleFIN bridge hyperlink
2026-05-29 00:28:50 -05:00
null b03264ceb1 feat: zero-config encryption + SimpleFIN Bridge links
- encryptionService.js: getKey() tries TOKEN_ENCRYPTION_KEY env first, then
  auto-generates a random 48-byte key on first startup, persists to settings
  as _auto_encryption_key. assertEncryptionReady() is now a no-op.
- bankSyncConfigService.js: removed encryption_key_set response and
  encryptionKeyReady() helper. No env config required.
- .env.example: TOKEN_ENCRYPTION_KEY removed. Comment says enable from Admin
  panel, no env config required.
- BankSyncSection.jsx: added SimpleFIN Bridge links — 'Open SimpleFIN Bridge'
  for first-time setup, 'Get a SimpleFIN token' for existing connections
2026-05-29 00:04:28 -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