Field discovery now samples an account's actual transactions instead of
assuming a shape. flatten() passes through every scalar the bridge sends
rather than whitelisting eleven keys, so institution-specific fields turn
up on their own, and inferFields() — extracted from the CSV suggest route
so both paths share it — unions keys across the sample because API feeds
omit optional fields entirely.
Three bugs the live bridge exposed:
- posted=0 on pending transactions became 1970-01-01; falsy epochs are
now "no date", with date falling back to transacted_at and posted_date
kept separate.
- days=0 omitted start-date, which returns only the few most recent
transactions rather than everything — 4 instead of 89. A start-date is
always sent now, clamped to 89 days (the bridge hard-caps at 90).
- Sampling asked for more than 45 days, and the bridge's advisory notice
about that surfaced in the UI as an error. Samples use 44 days; the
threshold is exclusive.
The Sources page can now link an account: a picker in both the create
dialog and the detail panel, populated on demand, which fills the field
table from the sample and defaults the constraint field to the
transaction id with an explanation of why.
manage.py option 10 claims a setup token and writes the access URL to
.env, replacing the throwaway script.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01G2HFeU5neCKagTnmA6o9Tu
