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
42abb12497
feat: SimpleFin bank sync with encrypted token storage
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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
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