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BillTracker
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6 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 7682758aa8 fix: sync_days now reads from DB config, admin UI controls it 
- bankSyncService: removed local syncDaysBack() reading env directly;
  sinceEpoch() now calls getBankSyncConfig().sync_days
- bankSyncConfigService: added setSyncDays() with 1-730 day validation
- routes/admin: PUT accepts sync_days alongside enabled/sync_interval_hours
- BankSyncAdminCard: Transaction history days input, loaded from config,
  defaults 90, dirty-checked on save
 2026-05-29 01:33:54 -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 22df64e5e7 feat: auto-sync worker for SimpleFIN bank sync 
New:
  services/bankSyncWorker.js — interval-based worker running every 4h (configurable via SIMPLEFIN_SYNC_INTERVAL_HOURS)
    - Checks bank sync enabled, fetches oldest-synced sources, skips <1h old
    - Staggers syncs 3s apart, writes last_error on failure, timer.unref() for clean shutdown

Modified:
  server.js — starts worker inside app.listen callback
  routes/admin.js — GET bank-sync-config includes worker status (running, interval, last/next run)
  client/components/admin/BankSyncAdminCard.jsx — shows auto-sync worker status panel when enabled
  .env.example — SIMPLEFIN_SYNC_INTERVAL_HOURS
 2026-05-28 22:32:33 -05:00
null 858f65b66b fix: BankSyncAdminCard toggle no longer gated on encryption key 
- Removed disable logic and key warning banner from BankSyncAdminCard
- Toggle works freely regardless of TOKEN_ENCRYPTION_KEY status
- encryptionKeyReady and encryption_key_set left as informational only
 2026-05-28 22:18:20 -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