Commit Graph
9 Commits
Author SHA1 Message Date
Lars Nolden dc767799bc Import ING and Kontist statements behind a reviewed column mapping
CSV import is now mapping-driven: N26, ING (metadata preamble, Windows-1252,
German decimals) and Kontist exports are recognized locally, and any other
layout can have its columns proposed by the configured model from a sample in
which letters are replaced by x and digits by 0. Proposals are untrusted: every
column must name a supplied header, money must come from one signed column or
one debit/credit pair, and formats must be from a closed list.

Uploading no longer imports. /api/import is replaced by prepare/confirm/cancel:
prepare parses, deduplicates and previews the exact facts, and only confirming
at the reviewed revision writes them. ING and AI-mapped facts carry no
transaction reference, because repeating SEPA mandate references must never
become a transaction identity.
2026-09-11 17:49:03 +02:00
Lars Nolden 41af06f718 show exact match 2026-09-11 15:18:09 +02:00
Lars Nolden c33e8d5573 Authorize consents for the account-holder type the bank supports
Kontist authorized but shared no accounts: psu_type was hardcoded to
personal, and Enable Banking documents that a psu_type mismatch can
yield a consent without the expected accounts. The bank listing now
reports each institution's supported psu_types, the connect form offers
only those, the chosen type reaches POST /auth, and an unsupported
combination is refused before the user is sent to a bank. The choice is
stored per consent so reconnecting reuses it; consents predating the
choice stay personal.

Also repairs the frontend derivation, which the Montserrat dependency
broke: npmDepsHash was stale and web/public was missing from the
fileset, so the traced duck icon never reached the built assets.
2026-09-11 13:39:45 +02:00
Lars Nolden 3df9bda989 Replace free-text institution entry with a searchable bank picker
GET /api/banking/institutions lists the banks Enable Banking can connect
for a country (personal AIS, connectable consents only), with logos
restricted to https Enable Banking hosts to match the CSP image
allowlist. The connect form offers a filterable dropdown with bank
logos, falling back to the previous free-text input when the list is
unavailable or banking is not configured.
2026-09-11 11:17:03 +02:00
Lars Nolden a8722d58c3 Import the longest bank-permitted history and surface real provider errors
Manual history imports failed opaquely once a bank capped lookback on an
established consent (N26 rejects date_from beyond ~90 days with
WRONG_TRANSACTIONS_PERIOD). Backfill now requests the documented longest
fetching strategy, reports the coverage the bank actually provided, and
non-2xx responses surface allowlisted documented error codes instead of a
generic fallback. Dead-session codes map to reconnection. Failed syncs
retry hourly so a stale sync banner no longer persists for a day.
2026-09-10 22:58:03 +02:00
Lars Nolden 2259db3e85 Add per-account historical bank imports without resetting sync cursors 2026-09-10 17:02:17 +02:00
Lars Nolden f4c7d54575 Configure initial bank history in the connection UI 2026-09-10 16:37:34 +02:00
Lars Nolden 964b9dfc15 Add native NixOS deployment and UI-managed provider credentials 2026-09-10 14:25:37 +02:00
Lars Nolden 9843fe0c50 init 2026-09-10 12:30:42 +02:00