542ab5e382
feat: configurable sync interval, auto-match, encryption note, admin link, SimpleFIN hyperlink
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#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
b03264ceb1
feat: zero-config encryption + SimpleFIN Bridge links
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- 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
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
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