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Code Issues 1.6k Packages Projects Releases 55 Wiki Activity

[PR #6726] [CLOSED] Feature: Add Sophtron provider for US & Canada bank sync #21058

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opened 2026-04-14 21:52:45 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-14 21:52:45 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/6726
Author: @rockywang2025
Created: 1/20/2026
Status: ❌ Closed

Base: master ← Head: master

📝 Commits (10+)

📊 Changes

32 files changed (+2795 additions, -9 deletions)

View changed files

📝 .github/actions/docs-spelling/expect.txt (+1 -0)
📝 packages/desktop-client/src/accounts/accountsSlice.ts (+24 -0)
📝 packages/desktop-client/src/components/Modals.tsx (+17 -0)
📝 packages/desktop-client/src/components/banksync/index.tsx (+1 -0)
📝 packages/desktop-client/src/components/mobile/banksync/BankSyncAccountsList.tsx (+6 -1)
📝 packages/desktop-client/src/components/mobile/banksync/MobileBankSyncPage.tsx (+1 -0)
➕ packages/desktop-client/src/components/modals/ConfigureSophtronModal.tsx (+155 -0)
📝 packages/desktop-client/src/components/modals/CreateAccountModal.tsx (+120 -1)
📝 packages/desktop-client/src/components/modals/SelectLinkedAccountsModal.tsx (+30 -1)
➕ packages/desktop-client/src/components/modals/SophtronExternalMsgModal.tsx (+390 -0)
➕ packages/desktop-client/src/hooks/useSophtronStatus.ts (+36 -0)
📝 packages/desktop-client/src/modals/modalsSlice.ts (+21 -0)
➕ packages/desktop-client/src/sophtron.ts (+60 -0)
📝 packages/docs/docs-sidebar.js (+1 -0)
➕ packages/docs/docs/advanced/bank-sync/sophtron.md (+59 -0)
📝 packages/loot-core/src/server/accounts/app.ts (+308 -0)
📝 packages/loot-core/src/server/accounts/sync.ts (+110 -0)
📝 packages/loot-core/src/server/db/types/index.ts (+1 -1)
📝 packages/loot-core/src/server/server-config.ts (+2 -0)
📝 packages/loot-core/src/types/models/account.ts (+5 -1)

...and 12 more files

📄 Description

Adds the ability to sync with US & Canada bank via Sophtron ( https://sophtron.com/ ).
Sophtron is a US-based fintech company specializing in open banking and financial data aggregation with support for thousands of financial institutions across the United States, including major banks, credit unions, and investment providers.

I've developed this integration to provide an alternative for US & Canada users who need reliable bank synchronization. This should benefit many US & Canada users looking for domestic bank sync options.

Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 27 14.48 MB → 14.5 MB (+20.59 kB) +0.14%
loot-core 1 5.86 MB → 5.87 MB (+9.06 kB) +0.15%
api 1 4.39 MB → 4.4 MB (+7.8 kB) +0.17%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
27 14.48 MB → 14.5 MB (+20.59 kB) +0.14%
Changeset
File Δ Size
src/components/modals/SophtronExternalMsgModal.tsx 🆕 +9.27 kB 0 B → 9.27 kB
src/components/modals/ConfigureSophtronModal.tsx 🆕 +4.75 kB 0 B → 4.75 kB
src/sophtron.ts 🆕 +1.02 kB 0 B → 1.02 kB
src/hooks/useSophtronStatus.ts 🆕 +674 B 0 B → 674 B
src/components/modals/CreateAccountModal.tsx 📈 +3.22 kB (+20.19%) 15.93 kB → 19.15 kB
src/components/Modals.tsx 📈 +450 B (+3.15%) 13.96 kB → 14.4 kB
src/accounts/accountsSlice.ts 📈 +355 B (+3.10%) 11.17 kB → 11.52 kB
src/components/modals/SelectLinkedAccountsModal.tsx 📈 +836 B (+1.92%) 42.6 kB → 43.42 kB
src/gocardless.ts 📈 +6 B (+0.56%) 1.05 kB → 1.05 kB
src/components/banksync/index.tsx 📈 +28 B (+0.52%) 5.23 kB → 5.26 kB
src/components/mobile/banksync/MobileBankSyncPage.tsx 📈 +28 B (+0.46%) 5.99 kB → 6.02 kB
src/components/modals/GoCardlessExternalMsgModal.tsx 📈 +4 B (+0.03%) 11.54 kB → 11.55 kB
src/components/accounts/AccountSyncCheck.tsx 📈 +2 B (+0.02%) 9.2 kB → 9.2 kB
src/components/rules/RuleRow.tsx 📈 +2 B (+0.02%) 10.83 kB → 10.83 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/index.js 9.33 MB → 9.35 MB (+20.54 kB) +0.22%
static/js/narrow.js 640.46 kB → 640.48 kB (+28 B) +0.00%
static/js/wide.js 160.07 kB → 160.09 kB (+28 B) +0.02%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/indexeddb-main-thread-worker-e59fee74.js 12.94 kB 0%
static/js/workbox-window.prod.es5.js 5.64 kB 0%
static/js/da.js 106.62 kB 0%
static/js/de.js 178.39 kB 0%
static/js/en-GB.js 7.18 kB 0%
static/js/en.js 164.55 kB 0%
static/js/es.js 173.83 kB 0%
static/js/fr.js 179.62 kB 0%
static/js/it.js 171.44 kB 0%
static/js/nb-NO.js 157.23 kB 0%
static/js/nl.js 106.65 kB 0%
static/js/pl.js 88.64 kB 0%
static/js/pt-BR.js 154.57 kB 0%
static/js/sv.js 78.2 kB 0%
static/js/th.js 182.35 kB 0%
static/js/uk.js 215.11 kB 0%
static/js/resize-observer.js 18.37 kB 0%
static/js/BackgroundImage.js 120.54 kB 0%
static/js/ReportRouter.js 1.12 MB 0%
static/js/TransactionList.js 105.97 kB 0%
static/js/AppliedFilters.js 9.71 kB 0%
static/js/usePayeeRuleCounts.js 11.79 kB 0%
static/js/useTransactionBatchActions.js 13.23 kB 0%
static/js/FormulaEditor.js 1.04 MB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.86 MB → 5.87 MB (+9.06 kB) +0.15%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/loot-core/src/server/accounts/app.ts 📈 +6.75 kB (+25.63%) 26.34 kB → 33.09 kB
home/runner/work/actual/actual/packages/loot-core/src/server/accounts/sync.ts 📈 +2.25 kB (+8.69%) 25.89 kB → 28.14 kB
home/runner/work/actual/actual/packages/loot-core/src/server/server-config.ts 📈 +56 B (+5.08%) 1.08 kB → 1.13 kB
View detailed bundle breakdown

Added

Asset File Size % Changed
kcab.worker.DccUcN0x.js 0 B → 5.87 MB (+5.87 MB) -

Removed

Asset File Size % Changed
kcab.worker.G2jIa5TY.js 5.86 MB → 0 B (-5.86 MB) -100%

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged
No assets were unchanged

api

Total

Files count Total bundle size % Changed
1 4.39 MB → 4.4 MB (+7.8 kB) +0.17%
Changeset
File Δ Size
src/server/accounts/app.ts 📈 +5.77 kB (+25.66%) 22.47 kB → 28.24 kB
src/server/accounts/sync.ts 📈 +1.98 kB (+8.59%) 23.11 kB → 25.09 kB
src/server/server-config.ts 📈 +52 B (+5.57%) 933 B → 985 B
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
bundle.api.js 4.39 MB → 4.4 MB (+7.8 kB) +0.17%

Smaller
No assets were smaller

Unchanged
No assets were unchanged

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/6726 **Author:** [@rockywang2025](https://github.com/rockywang2025) **Created:** 1/20/2026 **Status:** ❌ Closed **Base:** `master` ← **Head:** `master` --- ### 📝 Commits (10+) - [`b277997`](https://github.com/actualbudget/actual/commit/b277997c8c62237f05ffbad9089b8d519836c00f) add sophtron provider - [`d9ee527`](https://github.com/actualbudget/actual/commit/d9ee52724394047f4d73eb9192eef8e79cff17b5) Merge branch 'master' of https://github.com/rockywang2025/actual - [`53fbb54`](https://github.com/actualbudget/actual/commit/53fbb545a30148adda3190c3467ab025e37fb7ab) Merge branch 'actualbudget:master' into master - [`8ecd140`](https://github.com/actualbudget/actual/commit/8ecd140bfee10c02be4fc9c98cc8b2f38edc162e) fix some format - [`9a3be29`](https://github.com/actualbudget/actual/commit/9a3be2997f912b58602f282809606ed1603c3bb7) fix a never used import - [`cc01894`](https://github.com/actualbudget/actual/commit/cc01894353d0cfeb1854ec4d8e96c20120396055) add pr#6726 release notes - [`1b52fb2`](https://github.com/actualbudget/actual/commit/1b52fb20b8a9dcbbbc0c88b871b0c4e073ae0730) fix some pr comments - [`4dc89b9`](https://github.com/actualbudget/actual/commit/4dc89b993896341a192324c90dd27ac4e1490003) fix some pr comments - [`62aa491`](https://github.com/actualbudget/actual/commit/62aa4914eb64c25dae0b3b1fe2c0bcfdac6aece8) fix some pr comments - [`aebe98d`](https://github.com/actualbudget/actual/commit/aebe98d883c96afbeaab0cfba25a6dc208301772) fix some pr comments ### 📊 Changes **32 files changed** (+2795 additions, -9 deletions) <details> <summary>View changed files</summary> 📝 `.github/actions/docs-spelling/expect.txt` (+1 -0) 📝 `packages/desktop-client/src/accounts/accountsSlice.ts` (+24 -0) 📝 `packages/desktop-client/src/components/Modals.tsx` (+17 -0) 📝 `packages/desktop-client/src/components/banksync/index.tsx` (+1 -0) 📝 `packages/desktop-client/src/components/mobile/banksync/BankSyncAccountsList.tsx` (+6 -1) 📝 `packages/desktop-client/src/components/mobile/banksync/MobileBankSyncPage.tsx` (+1 -0) ➕ `packages/desktop-client/src/components/modals/ConfigureSophtronModal.tsx` (+155 -0) 📝 `packages/desktop-client/src/components/modals/CreateAccountModal.tsx` (+120 -1) 📝 `packages/desktop-client/src/components/modals/SelectLinkedAccountsModal.tsx` (+30 -1) ➕ `packages/desktop-client/src/components/modals/SophtronExternalMsgModal.tsx` (+390 -0) ➕ `packages/desktop-client/src/hooks/useSophtronStatus.ts` (+36 -0) 📝 `packages/desktop-client/src/modals/modalsSlice.ts` (+21 -0) ➕ `packages/desktop-client/src/sophtron.ts` (+60 -0) 📝 `packages/docs/docs-sidebar.js` (+1 -0) ➕ `packages/docs/docs/advanced/bank-sync/sophtron.md` (+59 -0) 📝 `packages/loot-core/src/server/accounts/app.ts` (+308 -0) 📝 `packages/loot-core/src/server/accounts/sync.ts` (+110 -0) 📝 `packages/loot-core/src/server/db/types/index.ts` (+1 -1) 📝 `packages/loot-core/src/server/server-config.ts` (+2 -0) 📝 `packages/loot-core/src/types/models/account.ts` (+5 -1) _...and 12 more files_ </details> ### 📄 Description Adds the ability to sync with US & Canada bank via Sophtron ( [https://sophtron.com/](https://sophtron.com/) ). Sophtron is a US-based fintech company specializing in open banking and financial data aggregation with support for thousands of financial institutions across the United States, including major banks, credit unions, and investment providers. I've developed this integration to provide an alternative for US & Canada users who need reliable bank synchronization. This should benefit many US & Canada users looking for domestic bank sync options. <!--- actual-bot-sections ---> <hr /> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 27 | 14.48 MB → 14.5 MB (+20.59 kB) | +0.14% loot-core | 1 | 5.86 MB → 5.87 MB (+9.06 kB) | +0.15% api | 1 | 4.39 MB → 4.4 MB (+7.8 kB) | +0.17% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 27 | 14.48 MB → 14.5 MB (+20.59 kB) | +0.14% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/modals/SophtronExternalMsgModal.tsx` | 🆕 +9.27 kB | 0 B → 9.27 kB `src/components/modals/ConfigureSophtronModal.tsx` | 🆕 +4.75 kB | 0 B → 4.75 kB `src/sophtron.ts` | 🆕 +1.02 kB | 0 B → 1.02 kB `src/hooks/useSophtronStatus.ts` | 🆕 +674 B | 0 B → 674 B `src/components/modals/CreateAccountModal.tsx` | 📈 +3.22 kB (+20.19%) | 15.93 kB → 19.15 kB `src/components/Modals.tsx` | 📈 +450 B (+3.15%) | 13.96 kB → 14.4 kB `src/accounts/accountsSlice.ts` | 📈 +355 B (+3.10%) | 11.17 kB → 11.52 kB `src/components/modals/SelectLinkedAccountsModal.tsx` | 📈 +836 B (+1.92%) | 42.6 kB → 43.42 kB `src/gocardless.ts` | 📈 +6 B (+0.56%) | 1.05 kB → 1.05 kB `src/components/banksync/index.tsx` | 📈 +28 B (+0.52%) | 5.23 kB → 5.26 kB `src/components/mobile/banksync/MobileBankSyncPage.tsx` | 📈 +28 B (+0.46%) | 5.99 kB → 6.02 kB `src/components/modals/GoCardlessExternalMsgModal.tsx` | 📈 +4 B (+0.03%) | 11.54 kB → 11.55 kB `src/components/accounts/AccountSyncCheck.tsx` | 📈 +2 B (+0.02%) | 9.2 kB → 9.2 kB `src/components/rules/RuleRow.tsx` | 📈 +2 B (+0.02%) | 10.83 kB → 10.83 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 9.33 MB → 9.35 MB (+20.54 kB) | +0.22% static/js/narrow.js | 640.46 kB → 640.48 kB (+28 B) | +0.00% static/js/wide.js | 160.07 kB → 160.09 kB (+28 B) | +0.02% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/indexeddb-main-thread-worker-e59fee74.js | 12.94 kB | 0% static/js/workbox-window.prod.es5.js | 5.64 kB | 0% static/js/da.js | 106.62 kB | 0% static/js/de.js | 178.39 kB | 0% static/js/en-GB.js | 7.18 kB | 0% static/js/en.js | 164.55 kB | 0% static/js/es.js | 173.83 kB | 0% static/js/fr.js | 179.62 kB | 0% static/js/it.js | 171.44 kB | 0% static/js/nb-NO.js | 157.23 kB | 0% static/js/nl.js | 106.65 kB | 0% static/js/pl.js | 88.64 kB | 0% static/js/pt-BR.js | 154.57 kB | 0% static/js/sv.js | 78.2 kB | 0% static/js/th.js | 182.35 kB | 0% static/js/uk.js | 215.11 kB | 0% static/js/resize-observer.js | 18.37 kB | 0% static/js/BackgroundImage.js | 120.54 kB | 0% static/js/ReportRouter.js | 1.12 MB | 0% static/js/TransactionList.js | 105.97 kB | 0% static/js/AppliedFilters.js | 9.71 kB | 0% static/js/usePayeeRuleCounts.js | 11.79 kB | 0% static/js/useTransactionBatchActions.js | 13.23 kB | 0% static/js/FormulaEditor.js | 1.04 MB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.86 MB → 5.87 MB (+9.06 kB) | +0.15% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/server/accounts/app.ts` | 📈 +6.75 kB (+25.63%) | 26.34 kB → 33.09 kB `home/runner/work/actual/actual/packages/loot-core/src/server/accounts/sync.ts` | 📈 +2.25 kB (+8.69%) | 25.89 kB → 28.14 kB `home/runner/work/actual/actual/packages/loot-core/src/server/server-config.ts` | 📈 +56 B (+5.08%) | 1.08 kB → 1.13 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.DccUcN0x.js | 0 B → 5.87 MB (+5.87 MB) | - **Removed** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.G2jIa5TY.js | 5.86 MB → 0 B (-5.86 MB) | -100% **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** No assets were unchanged </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 4.39 MB → 4.4 MB (+7.8 kB) | +0.17% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/server/accounts/app.ts` | 📈 +5.77 kB (+25.66%) | 22.47 kB → 28.24 kB `src/server/accounts/sync.ts` | 📈 +1.98 kB (+8.59%) | 23.11 kB → 25.09 kB `src/server/server-config.ts` | 📈 +52 B (+5.57%) | 933 B → 985 B </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** Asset | File Size | % Changed ----- | --------- | --------- bundle.api.js | 4.39 MB → 4.4 MB (+7.8 kB) | +0.17% **Smaller** No assets were smaller **Unchanged** No assets were unchanged </div> </details> </details> <!--- bundlestats-action-comment key:combined end ---> --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-04-14 21:52:45 -05:00
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Reference: github-starred/actual#21058
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