Commit Graph

6 Commits

Author SHA1 Message Date
null 90cfed035b feat: Payoff Custom mode, Summary reordering, unifed billing schedule, SimpleFIN + backup fixes (batch v0.34.1.3) 2026-05-30 21:20:51 -05:00
null a15436b637 feat: 90-day backfill + auto-seed + status page redesign (batch 0.33.8.4)
- New backfillDataSource export and POST route for 89-day history pull
- Auto-seed 89 days on first connect, 30 days for routine syncs
- sinceEpoch() replaced with sinceEpochDays(days) with explicit param
- Status page errorRow now filters AND status = 'error'
- Full status page redesign: colored top borders, card icons, section labels,
  health banner with glowing dot, consistent spacing
- Bump v0.33.8.3 -> v0.33.8.4
2026-05-29 19:58:52 -05:00
null 6b30ee4eb7 feat: merchant rules, auto-match on sync, duplicate API fix
- Removed duplicate unmatchTransaction API entry in api.js
- Unmonitored accounts: no chevron, click-to-expand disabled, tx panel hidden
- matched_bill_name included via LEFT JOIN bills in accounts query
- BillPickerDialog resets search/selection on open
- Link to bill: marks historical txs matched, stores merchant rule,
  applyMerchantRules catches other unmatched txs from same merchant
- Track (new subscription): creates bill with is_subscription=1, stores
  merchant rule for ongoing tracking
- SimpleFIN sync: applyMerchantRules runs after tx insert, auto-matches
  by merchant rule with payment_source='auto_match'
- Auto-match payments have transaction_id set, treated same as manual matches
- New services/billMerchantRuleService.js for rule storage and matching
- Migration for bill_merchant_rules table
2026-05-29 03:38:48 -05:00
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 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