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Configure initial bank history in the connection UI

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Lars Nolden
2026-09-10 16:37:34 +02:00
parent bec6d0b444
commit f4c7d54575
10 changed files with 181 additions and 36 deletions
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OPERATIONS.txt
+12 -6
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@@ -196,18 +196,24 @@ one-time code and state, not a reusable API key. Go verifies state, exchanges th
code for a session_id, and persists session details locally with mode 0600.
Accounts -> Connect: enter the exact Enable Banking institution name and
country code (DE for Germany), then authorize through the bank. A successful
callback immediately wakes the synchronization worker; Sync now is also available.
country code (DE for Germany), then choose History to import (months).
The default is 12; whole numbers from 1 to 120 are accepted. Authorize through
the bank to save this choice with the consent. A successful callback immediately
wakes the synchronization worker; Sync now is also available.
The dashboard shows, for example, \"ING needs reconnection\" when consent expires
or is revoked. Reconnect ING starts the same approval flow with that bank and
country already selected. The new consent replaces the old account bindings
without duplicating local accounts or their financial history. Transient provider
errors are displayed separately from expired consent.
Only booked transactions are persisted. Daily sync deliberately overlaps each
account's last successful sync by 14 days; each new account first requests 90 days.
Per-account cursors prevent newly connected or reactivated accounts losing history
because another account synced recently. Older records can be imported using CSV.
Only booked transactions are persisted. Each new account initially requests the
selected number of calendar months (12 by default); the bank may provide less.
Daily sync deliberately overlaps each account's last successful sync by 14 days.
Per-account cursors prevent another account's recent sync from skipping a new
account's history. Reconnection preserves the saved history choice and existing
cursors. Changing the choice or reconnecting does not backfill already-synced
accounts. Older records can be imported using CSV. Older saved consents without
a history choice use 12 months for accounts that have no successful-sync cursor.
A failed provider call retains local data and is retried by the daily scheduler;
Sync now can retry sooner. Balances are fetched
on demand, with exact amount/currency/type values, rather than inferred from an