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
@@ -142,6 +142,12 @@ Finance Duck verifies the callback state, exchanges the returned code for a `ses

 Initial synchronization requests the selected number of **calendar months of booked transactions per account**, defaulting to **12 months**. The bank may provide less history. The choice is saved with the bank connection and reused on reconnection. Subsequent daily synchronization overlaps each account's last successful sync by **14 days**. **Sync now** starts a manual synchronization. Existing accounts keep their successful-sync cursors: changing the history choice or reconnecting does **not** backfill them. Older history can be imported with CSV.

+### Import older history for a connected account
+
+Open **Accounts**, find the account, and click **Import older history**. Choose **Months back** (default **12**, whole numbers from **1 to 120**) and confirm. This requests that account's booked transactions from the selected number of calendar months ago through today; the bank may provide less history.
+
+The dialog reports how many new transactions were imported, including zero when nothing new was found. Repeated or overlapping ranges skip existing transactions. New records use the normal import and classification process. The account's regular sync cursor, last-sync time, and saved initial-history choice stay unchanged; other accounts are not fetched. Inactive connected accounts can also use this explicit action. If authorization has expired, reconnect first.
+
 ### Reauthorize expired consent

 When consent expires or is revoked, the dashboard shows a warning such as **“ING needs reconnection.”** Open **Accounts** and click **Reconnect ING**. The bank and country are already selected.