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2 changes: 2 additions & 0 deletions packages/backend/app/routes/__init__.py
Original file line number Diff line number Diff line change
Expand Up @@ -7,6 +7,7 @@
from .categories import bp as categories_bp
from .docs import bp as docs_bp
from .dashboard import bp as dashboard_bp
from .bank_sync import bp as bank_sync_bp


def register_routes(app: Flask):
Expand All @@ -18,3 +19,4 @@ def register_routes(app: Flask):
app.register_blueprint(categories_bp, url_prefix="/categories")
app.register_blueprint(docs_bp, url_prefix="/docs")
app.register_blueprint(dashboard_bp, url_prefix="/dashboard")
app.register_blueprint(bank_sync_bp, url_prefix="")
108 changes: 108 additions & 0 deletions packages/backend/app/routes/bank_sync.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,108 @@
"""Routes for Bank Sync Connector Architecture (issue #75)."""
from flask import Blueprint, request, jsonify
from flask_jwt_extended import jwt_required, get_jwt_identity
from app.services.bank_sync import (
create_connector,
list_connectors,
get_connector_class,
SyncResult,
)

bp = Blueprint("bank_sync", __name__)


@bp.route("/bank-sync/connectors", methods=["GET"])
def get_connectors():
"""List all available bank connectors."""
connectors = list_connectors()
return jsonify({"connectors": connectors, "count": len(connectors)}), 200


@bp.route("/bank-sync/validate", methods=["POST"])
@jwt_required()
def validate_connector():
"""Validate connector credentials without importing data."""
data = request.get_json() or {}
connector_name = data.get("connector")
credentials = data.get("credentials", {})

if not connector_name:
return jsonify({"error": "connector name is required"}), 400

connector = create_connector(connector_name, credentials, data.get("options", {}))
if not connector:
return jsonify({"error": f"Unknown connector: {connector_name}"}), 404

is_valid = connector.validate_credentials()
return jsonify({
"connector": connector_name,
"valid": is_valid,
"message": "Credentials valid" if is_valid else "Invalid credentials",
}), 200


@bp.route("/bank-sync/import", methods=["POST"])
@jwt_required()
def import_transactions():
"""Import transactions using the specified connector."""
data = request.get_json() or {}
connector_name = data.get("connector")
account_id = data.get("account_id", "default")
credentials = data.get("credentials", {})
options = data.get("options", {})

if not connector_name:
return jsonify({"error": "connector name is required"}), 400

connector = create_connector(connector_name, credentials, options)
if not connector:
return jsonify({"error": f"Unknown connector: {connector_name}"}), 404

if not connector.validate_credentials():
return jsonify({"error": "Invalid credentials for connector"}), 401

# Parse optional date filters
since = None
until = None
try:
from datetime import date as date_cls
if data.get("since"):
since = date_cls.fromisoformat(data["since"])
if data.get("until"):
until = date_cls.fromisoformat(data["until"])
except ValueError as e:
return jsonify({"error": f"Invalid date format: {e}"}), 400

result = connector.refresh(account_id)
return jsonify(result.to_dict()), 200 if result.success else 500


@bp.route("/bank-sync/balance", methods=["POST"])
@jwt_required()
def get_account_balance():
"""Get current account balance via connector."""
data = request.get_json() or {}
connector_name = data.get("connector")
account_id = data.get("account_id", "default")
credentials = data.get("credentials", {})

if not connector_name:
return jsonify({"error": "connector name is required"}), 400

connector = create_connector(connector_name, credentials, data.get("options", {}))
if not connector:
return jsonify({"error": f"Unknown connector: {connector_name}"}), 404

cls = connector.__class__
if not cls.SUPPORTS_BALANCE:
return jsonify({
"error": f"Connector '{connector_name}' does not support balance queries"
}), 400

balance = connector.get_balance(account_id)
return jsonify({
"connector": connector_name,
"account_id": account_id,
"balance": str(balance) if balance is not None else None,
"currency": credentials.get("currency", "USD"),
}), 200
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