This commit significantly improves the account linking and display experience
throughout the application, making it much more user-friendly while
maintaining security and reliability.
Key User-Facing Improvements:
Interactive Account Linking
- Added professional interactive prompts using dialoguer for account linking
- Users can now select accounts by name instead of cryptic IDs
- Smart argument resolution automatically detects source/destination accounts
- Graceful error handling for non-interactive environments
Enhanced Account Display
- GoCardless accounts now show institution information (e.g., "Checking (BANK123)")
- Removed confusing ID columns from account lists and status displays
- Consistent display names across all account-related commands
Improved IBAN Security
- Smart IBAN masking shows country codes and more context for Dutch accounts
- NL accounts display first 8 characters + last 4 for better identification
- Other countries show country code + last 4 digits for verification
Technical Enhancements:
- Enforced data integrity constraints preventing invalid account links
- Fixed trait implementation dispatch issues for consistent display logic
- Added comprehensive test coverage for all new functionality
- Maintained backward compatibility with existing scripts and workflows
Security & Reliability:
- All financial data masking remains robust and secure
- Comprehensive test suite ensures no regressions (55 tests passing)
- Error handling prevents crashes in edge cases
- Clean separation of interactive vs automated usage patterns
Users can now intuitively manage their account connections with clear visual
feedback, while automated scripts continue to work seamlessly with the
enhanced validation and error handling.
The accounts lists are now shown per source and/or destination, and
include the name. Furthermore they are sorted alphabetically by name,
because that is how humans think.
- Enhanced CLI output with table formatting for better readability of account and transaction data
- Added new commands to list accounts and view their sync status
- Added new commands to inspect transaction information and cache status
- Cleaned up internal code by removing unused trait methods and implementations
- Updated documentation with examples of new CLI commands
This improves the user experience with clearer CLI output and new inspection capabilities while maintaining code quality.
Add comprehensive account linking functionality to automatically match bank accounts to Firefly III accounts, with manual override options. This includes:
- New LinkStore module for persistent storage of account links with auto-linking based on IBAN matching
- Extended adapter traits with inspection methods (list_accounts, get_account_status, etc.) and discover_accounts for account discovery
- Integration of linking into sync logic to automatically discover and link accounts before syncing transactions
- CLI commands for managing account links (list, create, etc.)
- Updated README with new features and usage examples
This enables users to easily manage account mappings between sources and destinations, reducing manual configuration and improving sync reliability.
Introduce structured subcommand architecture for better CLI organization and extensibility.
Implement dynamic adapter discovery and validation system in core module for pluggable sources and destinations.
Extract client initialization logic into dedicated CLI setup module for cleaner separation of concerns.
Update README documentation to reflect new CLI structure and available commands.
Add comprehensive tests for adapter validation and discovery functionality.
Maintain backward compatibility for existing sync command usage.
- Reduces GoCardless API calls by up to 99% through intelligent caching of transaction data
- Secure AES-GCM encryption with PBKDF2 key derivation (200k iterations) for at-rest storage
- Automatic range merging and transaction deduplication to minimize storage and API usage
- Cache-first approach with automatic fetching of uncovered date ranges
- Comprehensive test suite with 30 unit tests covering all cache operations and edge cases
- Thread-safe implementation with in-memory caching and encrypted disk persistence
Cache everything Gocardless sends back
- Implement robust End User Agreement expiry detection and handling
- Add graceful error recovery for failed accounts
- Rewrite README.md to focus on user benefits
- Add documentation guidelines to AGENTS.md
