Mattsson
a53a119a2e
* feat(enable-banking): add support for account selection and syncing - Updated StoredAccount interface to include an 'enabled' flag for account syncing preferences. - Enhanced ensureFiscalPeriod function to handle overlapping fiscal periods with posted entries and opening balances. - Added tests for fiscal period validation and account syncing logic. - Implemented AccountPickerDialog component for user account selection. - Created API routes for PATCH /accounts and POST /sync to manage account syncing. - Introduced 'pending_selection' status for bank connections to allow user account selection before syncing. - Updated database migration to support new connection status and backfill existing accounts with enabled=true. * feat(enable-banking): implement account selection and consent event logging --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
32 lines
1.1 KiB
SQL
32 lines
1.1 KiB
SQL
-- Add 'pending_selection' to bank_connections.status CHECK constraint.
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--
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-- New PSD2 connections start in 'pending_selection' so the user can pick
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-- which accounts to actually sync before any transactions are pulled.
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-- Once the user confirms their selection the connection flips to 'active'.
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ALTER TABLE public.bank_connections
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DROP CONSTRAINT IF EXISTS bank_connections_status_check;
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ALTER TABLE public.bank_connections
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ADD CONSTRAINT bank_connections_status_check
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CHECK (status IN ('pending', 'pending_selection', 'active', 'expired', 'error', 'revoked'));
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-- Backfill existing rows: every account gets enabled=true so current
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-- connections keep syncing exactly the accounts they were syncing before.
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-- Users can later prune accounts via the picker dialog.
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UPDATE public.bank_connections
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SET accounts_data = (
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SELECT jsonb_agg(
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CASE
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WHEN elem ? 'enabled' THEN elem
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ELSE elem || jsonb_build_object('enabled', true)
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END
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)
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FROM jsonb_array_elements(accounts_data) AS elem
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)
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WHERE accounts_data IS NOT NULL
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AND jsonb_typeof(accounts_data) = 'array'
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AND jsonb_array_length(accounts_data) > 0;
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NOTIFY pgrst, 'reload schema';
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