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feat: Phase 8 -- Plaid integration + container deployment#5

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Jesssullivan merged 1 commit intomainfrom
sid/phase8-plaid-deployment
Mar 3, 2026
Merged

feat: Phase 8 -- Plaid integration + container deployment#5
Jesssullivan merged 1 commit intomainfrom
sid/phase8-plaid-deployment

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Summary

  • Plaid API wrapper: plaid_create_client, plaid_sync_transactions, plaid_get_accounts, plaid_import_transactions -- cursor-based incremental sync with FITID dedup
  • Plaid Link server: httpuv-based local server for one-time bank connection flow
  • Transaction mapping: Plaid -> OFX SGML synthesis piped through existing gc_import_ofx_feed pipeline (amount negation, PFCv2 category hints, merchant name preference)
  • Container image: Multi-stage Nix build -> Debian bookworm-slim runtime with gnucash-bridge + Dhall configs
  • K8s manifests: PVC, ConfigMap, gnucashr-daemon Deployment, TinyClaw Deployment with gnucash-bridge MCP sidecar

Test plan

  • 62 Plaid unit tests passing (mocked responses)
  • 2 live API tests skipped behind PLAID_SECRET env var
  • All existing R tests pass (exit code 0)
  • Manual: plaid_link_server() opens browser, connects sandbox bank
  • Manual: plaid_import_transactions() imports sandbox data into test book
  • Manual: podman build -f Containerfile . succeeds

Week 18: Plaid API wrapper (plaid_create_client, plaid_sync_transactions,
plaid_get_accounts, plaid_import_transactions), Plaid Link server (httpuv),
transaction mapping (Plaid -> OFX SGML synthesis for gc_import_ofx_feed
pipeline), 62 tests passing.

Week 21: Containerfile (Nix multi-stage -> Debian slim), daemon config,
K8s manifests (PVC, ConfigMap, gnucashr-daemon Deployment, TinyClaw
Deployment with gnucash-bridge MCP sidecar).
@Jesssullivan Jesssullivan merged commit 746eee4 into main Mar 3, 2026
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@Jesssullivan Jesssullivan deleted the sid/phase8-plaid-deployment branch March 3, 2026 02:41
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