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Configure initial bank history in the connection UI

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This commit is contained in:
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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internal/app/import.go
+10 -4
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@@ -92,9 +92,12 @@ func (a *App) ImportCSV(ctx context.Context, rev, accountID string, r io.Reader)
}
return ImportResult{}, errors.New("unknown account")
}
func (a *App) Authorize(ctx context.Context, institution, country string) (string, error) {
func (a *App) Authorize(ctx context.Context, institution, country string, historyMonths int) (string, error) {
a.mu.Lock()
defer a.mu.Unlock()
if historyMonths < 1 || historyMonths > 120 {
return "", errors.New("history_months must be an integer between 1 and 120")
}
if a.bank == nil {
return "", errors.New("Enable Banking is not configured")
}
@@ -114,7 +117,7 @@ func (a *App) Authorize(ctx context.Context, institution, country string) (strin
state := domain.NewID("auth")
url, err := a.bank.Authorize(ctx, institution, country, state)
if err == nil {
a.authStates[state] = authorization{time.Now().Add(15 * time.Minute), institution, country}
a.authStates[state] = authorization{Expires: time.Now().Add(15 * time.Minute), Institution: institution, Country: country, HistoryMonths: historyMonths}
}
return url, err
}
@@ -165,7 +168,7 @@ func (a *App) Callback(ctx context.Context, code, state string) error {
return err
}
a.ops.Sessions = append(a.ops.Sessions, session)
a.ops.Consents[session.ID] = Consent{Institution: auth.Institution, Country: auth.Country}
a.ops.Consents[session.ID] = Consent{Institution: auth.Institution, Country: auth.Country, HistoryMonths: auth.HistoryMonths}
if err = a.saveOps(); err != nil {
return err
}
@@ -301,9 +304,12 @@ func (a *App) Sync(ctx context.Context) (State, error) {
failures = append(failures, account.DisplayName+": bank connection unavailable")
continue
}
from := now.AddDate(0, 0, -90).Format("2006-01-02")
var from string
if last, e := time.Parse(time.RFC3339, a.ops.AccountSync[account.ID]); e == nil {
from = last.AddDate(0, 0, -14).Format("2006-01-02")
} else {
months := a.ops.Consents[accountSession[account.ID]].historyMonths()
from = now.AddDate(0, -months, 0).Format("2006-01-02")
}
facts, e := a.bank.Transactions(ctx, account, from, to)
if e != nil {