Instead of relying on the environment variables everywhere, this is now
abstracted to a config struct.
Furthermore, all tests now also use this struct and are made fully
independent of each other. That is because now they don't rely on the
set_env() / get_env() calls any more, which are not thread safe.
Now the synchronisation works differently:
1. Discover and cache all accounts in source and destination
2. Auto-link unlinked accounts
3. Sync all linked accounts, including previously linked ones
In order to cache all accounts, the accounts cache (and encryptor) are
therefore moved to the core types, instead of being part of the
Gocardless adapter.
Reduce API calls and improve sync performance by caching complete account data from GoCardless and Firefly III. Display account names for clearer identification in the CLI. Separate account and link storage for better data organization and maintainability.
Having all details available is useful. For Firefly III some fields like
current balance are left out, because they are not strictly account
metadata, but are a result of the transactions in the account.
Before, for each sync run, accounts were re-linked together. That is
incorrect, they should only be linked once.
Furthermore, the account status for Gocardless was incorrect: it always
defaulted to "linked". That is now fixed: it now defaults to "active".
Before this change, transactions that did not have a counterparty were
not correctly mapped and could not be insterted into Firefly III. That
is not correct: _all_ transactions must be added to Firefly III.
Furthermore, Firefly III already has logic to deal with this, and rules
that can solve it manually as well.
- 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.
Update the development guide to emphasize best practices including updating specifications during work, mandatory code formatting and linting, README updates for user-visible changes, and cleanup of unused code. This fosters consistent, high-quality contributions that enhance the project's reliability and maintainability.
- 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
- Validate amounts are non-zero and within reasonable bounds (≤1B)
- Validate currency codes are 3 uppercase ASCII letters
- Apply validation to main and foreign amounts/currencies
- Add comprehensive tests for validation logic
- Maintain graceful error handling for invalid data
- 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
The official Gocardless API definition indicates that transactions are
directly output to an array.
Instead, they are wrapped in a transactions key.
This made the code fail to retrieve transactions, because they could not
be correctly serialized.
This is now fixed in the API definition, and the API code is also
regenerated.
Signed-off-by: Jacob Kiers <code@kiers.eu>
