Add per-account historical bank imports without resetting sync cursors

2026-09-10 17:02:17 +02:00
parent f4c7d54575
commit 2259db3e85
7 changed files with 561 additions and 8 deletions
@@ -219,6 +219,19 @@ Sync now can retry sooner. Balances are fetched
 on demand, with exact amount/currency/type values, rather than inferred from an
 incomplete historical journal.

+Historical imports for connected accounts
+-----------------------------------------
+Accounts -> account card -> Import older history opens a per-account dialog.
+Choose Months back (12 by default, whole numbers 1-120) and confirm. The request
+covers the selected past calendar months through today, subject to bank limits.
+Only the chosen account is fetched. Existing transactions are deduplicated, and
+new records follow normal transfer matching and classification. The dialog shows
+the imported count, including zero for a repeated range with no new records.
+Normal sync cursors, last-sync time and saved initial-history choices are not
+changed. Inactive connected accounts may import history manually. Expired or
+revoked bank authorization must be reconnected first. On failure, the UI refreshes
+the journal to reveal any records already committed; it does not retry the import.
+
 CSV and identity
 ----------------
 The initial real CSV adapter is N26, not generic ING/Kontist CSV autodetection.