Commit Graph

1 Commits

Author SHA1 Message Date
3613037ab5 Add SimpleFIN Bridge sync as an alternative to CSV import
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
2026-08-01 12:47:04 -04:00