Sources with a `simplefin` block in their config can pull transactions
straight from the bridge instead of taking a CSV upload. Only the fetch
differs — dedupe, logging, and transformation reuse the import path.
The access URL is the whole credential, so it lives in .env rather than
the database that manage.py offers to reset. Claiming a setup token is
exposed as an endpoint because the token is single-use and easy to burn.
The bridge answers 200 with a populated `errors` array when a bank is
failing, which would otherwise read as a successful empty pull — those
errors ride along in the sync response and show on the Import page.
Pending transactions are skipped by default: they get a new id once they
post, which would import the same charge twice under two keys. Sources
should use ['id'] as constraint_fields — the transaction id makes
overlapping pulls free while keeping genuinely repeated charges distinct.
Verified against a stubbed bridge response, not a live account.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01G2HFeU5neCKagTnmA6o9Tu
- lit() was calling Math.trunc() on numbers, dropping decimals from balance_offset and any other numeric SQL params
- Stacks page now saves last selected stack to localStorage and restores it on load
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add database/queries/{sources,rules,mappings,records}.sql — one file per
route, all business logic in PostgreSQL functions
- Replace parameterized queries in all four route files with lit()/jsonLit()
literal interpolation for debuggability
- Add api/lib/sql.js with lit(), jsonLit(), arr() helpers
- Fix get_view_data to use json_agg (preserves column order) with subquery
(guarantees sort order is respected before aggregation)
- Fix jsonLit() for JSONB params so plain strings become valid JSON
- Update manage.py option 3 to deploy database/queries/ instead of functions.sql
- Add SPEC.md covering architecture, philosophy, and manage.py
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
