Configure initial bank history in the connection UI

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
+34 -3
View File
@@ -157,10 +157,15 @@ export function Accounts({
</>
);
}
async function authorize(institution: string, country: string) {
async function authorize(
institution: string,
country: string,
historyMonths: number,
) {
const response = await request<{ url: string }>("/api/banking/authorize", {
institution,
country,
history_months: historyMonths,
});
const url = new URL(response.url);
if (url.protocol !== "https:")
@@ -218,6 +223,12 @@ function AccountCard({
{connection?.valid_until && (
<small>Authorization expires {connection.valid_until}</small>
)}
{connection && connection.status !== "local" && (
<small>
Initial history: {connection.history_months}{" "}
{connection.history_months === 1 ? "month" : "months"}
</small>
)}
{connection?.error && (
<small className="text-danger">{connection.error}</small>
)}
@@ -229,7 +240,11 @@ function AccountCard({
setConnecting(true);
onError("");
try {
await authorize(institution, connection.country || "DE");
await authorize(
institution,
connection.country || "DE",
connection.history_months,
);
} catch (err) {
onError(err instanceof Error ? err.message : String(err));
setConnecting(false);
@@ -406,6 +421,7 @@ function ConnectForm({
}) {
const [institution, setInstitution] = useState("");
const [country, setCountry] = useState("DE");
const [historyMonths, setHistoryMonths] = useState("12");
const [busy, setBusy] = useState(false);
const [copied, setCopied] = useState(false);
const callback =
@@ -462,10 +478,11 @@ function ConnectForm({
className="form-body"
onSubmit={async (e) => {
e.preventDefault();
if (!e.currentTarget.reportValidity()) return;
setBusy(true);
onError("");
try {
await authorize(institution.trim(), country);
await authorize(institution.trim(), country, Number(historyMonths));
} catch (err) {
onError(err instanceof Error ? err.message : String(err));
setBusy(false);
@@ -492,6 +509,20 @@ function ConnectForm({
onChange={(e) => setCountry(e.target.value.toUpperCase())}
/>
</Field>
<Field
label="History to import (months)"
hint="Initial history for newly synced accounts (1120 calendar months). Your bank may provide less. Existing accounts keep their sync cursors; this does not backfill them."
>
<input
type="number"
required
min={1}
max={120}
step={1}
value={historyMonths}
onChange={(e) => setHistoryMonths(e.target.value)}
/>
</Field>
{!state.status.banking_configured && (
<p className="muted small">
Add your Enable Banking application ID and private key in{" "}