Phase 6: Background Sync & Polish

null commented

2026-05-16 18:17:54 -05:00

Owner

Goal

Polish the completed manual, import, matching, and SimpleFIN workflow. Add optional scheduled sync, better error display, match review queue, docs, and tests.

Only start after Phases 1-5 are stable.

Depends on: Phase 1-5 all complete (#43, #44, #45, #46, #47)
Parent: #42

Scope

Implement

Optional scheduled background sync
Sync interval setting
Better error display in UI
Match review queue (unmatched, suggested, ignored, recently matched)
README docs for all new features
Docker env example updates
Tests for key paths
UI polish pass

Do NOT implement

New data models (unless fixing bugs)
Plaid/GoCardless
Auto-mark bills paid
Full budgeting features

Background Sync

BANK_SYNC_BACKGROUND_ENABLED=false
BANK_SYNC_INTERVAL_MINUTES=360

Rules:

Disabled by default
Manual sync still works when background is off
Failed sync does not crash the app
Store last_error and last_sync_at
Basic retry/backoff if practical

Match Review Queue

A view for:

Unmatched transactions
Suggested matches
Ignored transactions
Recently matched transactions

Keep it boring and useful.

Docs Updates

README sections for:

Manual payment history
CSV import
Transaction matching
SimpleFIN setup
Required env vars
Docker examples
Security notes
Backup notes

Tests

Add or expand tests for:

Payment creation
Transaction creation
CSV import dedupe
Matching and unmatching
Bill status recalculation
SimpleFIN secret encryption
Sync disabled behavior
Background sync failure handling

Acceptance Criteria

Background sync can be enabled or disabled
Failed sync does not break the app
Last sync status is visible
Match review queue works
README explains all new features
Docker example env updated
Tests cover key paths

Previous → Phase 5 (#47)

## Goal Polish the completed manual, import, matching, and SimpleFIN workflow. Add optional scheduled sync, better error display, match review queue, docs, and tests. **Only start after Phases 1-5 are stable.** **Depends on:** Phase 1-5 all complete (#43, #44, #45, #46, #47) **Parent:** #42 --- ## Scope ### Implement - Optional scheduled background sync - Sync interval setting - Better error display in UI - Match review queue (unmatched, suggested, ignored, recently matched) - README docs for all new features - Docker env example updates - Tests for key paths - UI polish pass ### Do NOT implement - New data models (unless fixing bugs) - Plaid/GoCardless - Auto-mark bills paid - Full budgeting features --- ## Background Sync ```env BANK_SYNC_BACKGROUND_ENABLED=false BANK_SYNC_INTERVAL_MINUTES=360 ``` Rules: - Disabled by default - Manual sync still works when background is off - Failed sync does not crash the app - Store last_error and last_sync_at - Basic retry/backoff if practical --- ## Match Review Queue A view for: - Unmatched transactions - Suggested matches - Ignored transactions - Recently matched transactions Keep it boring and useful. --- ## Docs Updates README sections for: - Manual payment history - CSV import - Transaction matching - SimpleFIN setup - Required env vars - Docker examples - Security notes - Backup notes --- ## Tests Add or expand tests for: - Payment creation - Transaction creation - CSV import dedupe - Matching and unmatching - Bill status recalculation - SimpleFIN secret encryption - Sync disabled behavior - Background sync failure handling --- ## Acceptance Criteria - [ ] Background sync can be enabled or disabled - [ ] Failed sync does not break the app - [ ] Last sync status is visible - [ ] Match review queue works - [ ] README explains all new features - [ ] Docker example env updated - [ ] Tests cover key paths --- **Previous → Phase 5 (#47)**

null added the

labels 2026-05-16 18:18:02 -05:00

null referenced this issue

2026-05-16 18:18:19 -05:00

Project-wide Data Input & Sync — Manual + CSV Import + Provider Abstraction #42

null commented

2026-06-03 19:57:25 -05:00

Author

Owner

Added getOidcClientSecret() helper — reads from DB, decrypts with fallback to plaintext for any legacy value saved before this fix
Replaced 3 read sites (getOidcConfig, getOidcConfigStatus, buildSubmittedOidcConfig) to use the helper instead of raw getSetting
Line 359: write path now calls encryptSecret(...) before setSetting
db/database.js

Added migration v0.79 — on first startup after deploy, finds any existing plaintext oidc_client_secret in the settings table and encrypts it in place. Safe to run if already encrypted (tries to decrypt first, skips if it succeeds)

Added getOidcClientSecret() helper — reads from DB, decrypts with fallback to plaintext for any legacy value saved before this fix Replaced 3 read sites (getOidcConfig, getOidcConfigStatus, buildSubmittedOidcConfig) to use the helper instead of raw getSetting Line 359: write path now calls encryptSecret(...) before setSetting db/database.js Added migration v0.79 — on first startup after deploy, finds any existing plaintext oidc_client_secret in the settings table and encrypts it in place. Safe to run if already encrypted (tries to decrypt first, skips if it succeeds)

null closed this issue

2026-06-03 19:57:25 -05:00

Phase 6: Background Sync & Polish #48

Goal

Scope

Implement

Do NOT implement

Background Sync

Match Review Queue

Docs Updates

Tests

Acceptance Criteria