Commit Graph
129 Commits
Author SHA1 Message Date
Stevan Freeborn 27d2ccbd45 tests(infra.tests): wip on builder apis for test data 2026-03-06 07:14:57 -06:00
Stevan Freeborn 66f4046d2e feat: implement transaction handling and add integration tests for Plaid transaction handlers 2026-03-05 13:58:00 -06:00
Stevan Freeborn 0f0ed561c3 feat: update account handling in add endpoint and tests 2026-03-03 07:40:19 -06:00
Stevan Freeborn 74793b5800 feat: continued wip on supporting transactions 2026-03-03 07:36:09 -06:00
Stevan Freeborn 562a708c74 fix(infra): don't advance account cursor unless all transactions proceed successfully 2026-03-03 05:09:03 -06:00
Stevan Freeborn 19a4520a7b refactor(core): make parameters non-nullable 2026-03-03 05:08:35 -06:00
Stevan Freeborn 33f74ee018 tests(api.tests): fix methods broken in refactor 2026-03-03 05:08:12 -06:00
Stevan Freeborn 2bc9cab43d feat: rename transaction table to transactions and update related references 2026-03-01 20:35:33 -06:00
Stevan Freeborn b9d0869ae3 feat: add Plaid transaction handling and async queue processing
- introduced new migration to add Cursor column to AccountMetadata.
- updated AppDbContext model snapshot to reflect changes in the database schema.
- implemented async queue processing with ChannelAsyncQueue and AsyncQueueHostedService.
- created Plaid transaction handlers for added, modified, and removed transactions.
- developed PlaidTransactionService and PlaidTransactionSyncer for syncing transactions.
- added SyncUpdatesProcessor to handle sync updates from Plaid.
- updated tests to accommodate changes in institution and account metadata handling.
2026-03-01 19:56:29 -06:00
Stevan Freeborn 48e95e5242 refactor(api.tests): updated model names 2026-02-24 06:55:37 -06:00
Stevan Freeborn d0b0097032 feat(web): handle adding accounts to institution 2026-02-24 06:55:37 -06:00
Stevan Freeborn 81c45350e8 feat(api): include accounts in institution dto 2026-02-24 06:55:37 -06:00
Stevan Freeborn 2fa34fe5ab feat(infra): updated modeling to reflect new navigation property 2026-02-24 06:55:37 -06:00
Stevan Freeborn 0815620028 feat(core): added navigation property to institution for accounts 2026-02-24 06:55:37 -06:00
Stevan Freeborn d5b6fb3a38 tests(apphost.tests): added support for end to end testing using playwright 2026-02-23 05:56:34 -06:00
Stevan Freeborn fd2cd68d73 feat(web,api): added ability to add and then display list of institutions 2026-02-22 06:53:13 -06:00
Stevan Freeborn b4fbf16869 feat(web): finish implementing login 2026-02-21 07:32:28 -06:00
Stevan Freeborn d9130e75a4 feat(web): make things work
- setup basic login form
- setup basic add institution functionality
2026-02-21 07:32:28 -06:00
Stevan Freeborn e2537d77c4 feat(web): working on login style 2026-02-21 07:32:28 -06:00
Stevan Freeborn fcbc9e78c2 style(web): add fonts 2026-02-21 07:32:28 -06:00
Stevan Freeborn 9042cd4ead feat(web): use user store and auth service to handle logging in and persistenting user state 2026-02-21 07:32:28 -06:00
Stevan Freeborn 1c3de212ff chore(web): configure prettier to my preferences 2026-02-21 07:32:28 -06:00
Stevan Freeborn 72a534a8e0 feat(web): add composable for creating auth service 2026-02-21 07:32:28 -06:00
Stevan Freeborn 74e55b2f48 feat(web): implement user store 2026-02-21 07:32:28 -06:00
Stevan Freeborn a3dc58d19b feat(web): implement auth service 2026-02-21 07:32:28 -06:00
Stevan Freeborn 5a878bf4b3 feat(web): add small http client implementation around fetch 2026-02-21 07:32:28 -06:00
Stevan Freeborn dee331fb0d feat(web): implement initial logic to handle protected vs public routing 2026-02-21 07:32:28 -06:00
Stevan Freeborn df859b91b0 feat: add frontend with aspire integration 2026-02-17 06:19:05 -06:00
Stevan Freeborn d77e5d45f6 feat: aspirify the solution 2026-02-15 08:16:47 -06:00
Stevan Freeborn 2cca5c15a0 chore: run dotnet format 2026-02-15 08:16:47 -06:00
Stevan Freeborn ab88656c1e feat(api): implement endpoint for creating link tokens 2026-02-15 07:02:01 -06:00
Stevan Freeborn 6b2b19cb5b feat(infra): add create link token to plaid service 2026-02-15 07:02:01 -06:00
Stevan Freeborn 9c0f642f90 feat(api): support passing and persistenting currency code for balances 2026-02-14 06:46:05 -06:00
Stevan Freeborn 701b89d704 feat(infra): added modeling and migrations for currency code prop 2026-02-14 06:46:05 -06:00
Stevan Freeborn 49e4288eba feat(core): extend balance model to store currency code 2026-02-14 06:46:05 -06:00
Stevan Freeborn 497dedf6ac feat(api): return balance info to frontend 2026-02-14 06:46:05 -06:00
Stevan Freeborn 29d8758ede feat(infra): add extensions members for plaid accounts 2026-02-14 06:46:05 -06:00
Stevan Freeborn 6190470fe2 feat(api): initialize account with starting balance 2026-02-14 06:46:05 -06:00
Stevan Freeborn ed7e25961c feat(infra): add modeling to dbcontext for balance model with migrations 2026-02-14 06:46:05 -06:00
Stevan Freeborn e331030bb0 feat(core): add balance model 2026-02-14 06:46:05 -06:00
Stevan Freeborn 3b7830b1bc refactor(api): introduce DTOs for institutional account discovery
- Replace raw Plaid entity response with a dedicated Response wrapper
- Map Plaid accounts to AccountDto to decouple API from external SDK
models
- Update integration tests to assert against the new response structure
- Add JsonConstructors to DTO records for reliable deserialization
2026-02-14 06:46:05 -06:00
Stevan Freeborn dad2ceb450 feat(api,core,infra): refactor endpoint routing and add institution account discovery
- Move login and refresh endpoints under a unified /auth route group
- Relocate institution connection logic from /accounts to /institutions
- Implement GET /institutions/{id}/available to fetch real-time Plaid
accounts
- Introduce HttpRequestBuilder utility to streamline integration testing
- Enhance PlaidService with GetAccountsAsync to support account fetching
- Clean up global usings and project structure for better domain
isolation
2026-02-14 06:46:05 -06:00
Stevan Freeborn 32cf48bf36 refactor(infra,api.tests): fix my null lies 2026-02-13 12:38:18 -06:00
Stevan Freeborn 502f6f61c1 feat(api): validate account institution is connected and allow adding new account 2026-02-13 12:38:18 -06:00
Stevan Freeborn 6ca90ed25a refactor(api.tests): rename variable 2026-02-13 12:38:18 -06:00
Stevan Freeborn 5192c06627 refactor(api): use convenience methods 2026-02-13 12:38:18 -06:00
Stevan Freeborn 2fd55a55cd fix(infra): update db model to address property name correction 2026-02-13 12:38:18 -06:00
Stevan Freeborn a2e9fc3f30 fix(core): fix incorrectly named property 2026-02-13 12:38:18 -06:00
Stevan Freeborn a83dbbcc54 feat(api): add validation to prevent duplicate accounts from being added 2026-02-13 12:38:18 -06:00
Stevan Freeborn a07fd24ee9 feat(infra): added plaid specific metadata and updated context to model account 2026-02-13 12:38:18 -06:00