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[PR #209] [CLOSED] Nordigen integration - account sync #3056

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opened 2026-02-28 20:35:41 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 20:35:41 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/209
Author: @fstybel
Created: 8/25/2022
Status: ❌ Closed

Base: master ← Head: nordigen

📝 Commits (10+)

  • 277e352 Update gitignore about .idea folder
  • bedd4a9 Add integration with Nordigen
  • a6e8b70 Merge remote-tracking branch 'origin/master' into nordigen
  • fb5941c Fix linter
  • 572f375 Use longer access to the account
  • d4e5073 Move normalizatoin of accounts to the backend side
  • dba0196 Fix possibility to force remove account
  • 83830f1 Merge remote-tracking branch 'origin/master' into nordigen
  • 085e919 Move normalization of transactions to the backend side
  • 0a957c6 Merge remote-tracking branch 'origin/master' into nordigen

📊 Changes

17 files changed (+730 additions, -238 deletions)

View changed files

📝 .gitignore (+1 -0)
📝 packages/desktop-client/src/components/FinancesApp.js (+2 -0)
📝 packages/desktop-client/src/components/Modals.js (+21 -3)
📝 packages/desktop-client/src/components/Settings.js (+94 -0)
📝 packages/desktop-client/src/components/accounts/Account.js (+2 -2)
📝 packages/desktop-client/src/components/accounts/AccountSyncCheck.js (+2 -16)
📝 packages/desktop-client/src/components/modals/CreateAccount.js (+1 -1)
➕ packages/desktop-client/src/components/nordigen/NordigenLink.js (+21 -0)
➕ packages/desktop-client/src/nordigen.js (+41 -0)
📝 packages/loot-core/src/client/actions/account.js (+3 -4)
📝 packages/loot-core/src/server/accounts/link.js (+21 -0)
📝 packages/loot-core/src/server/accounts/sync.js (+86 -84)
📝 packages/loot-core/src/server/main.js (+58 -57)
📝 packages/loot-core/src/server/server-config.js (+2 -1)
📝 packages/loot-design/src/components/common.js (+3 -3)
➕ packages/loot-design/src/components/modals/NordigenExternalMsg.js (+177 -0)
📝 packages/loot-design/src/components/modals/SelectLinkedAccounts.js (+195 -67)

📄 Description

This PR integrates the app with Nordigen to allow account sync with banks - balance, account info, transfers.

Related backend PR: https://github.com/actualbudget/actual-server/pull/74

Discord thread 🧵 : https://discord.com/channels/937901803608096828/1017092225122967622

Todo:

  • Set the sort_order flag for imported transactions based on the order of the transaction
  • Move normalization of data to the backend side
  • Fetch integrated banks from the backend
  • Design: Modal with bank selection
  • Design: Fix modal with accounts linking
  • Fix tests

Demo

https://user-images.githubusercontent.com/8612503/189112287-ac8f70ac-3e6f-4586-b6c2-99cda514db46.mov

How to setup

  1. Create a Nordigen account and generate API credentials
  2. Launch backend from the PR with Nordigen API credentials SECRET_ID=xxx SECRET_KEY=xxxx yarn start
  3. Launch frontend: yarn start:browser

🔄 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/209 **Author:** [@fstybel](https://github.com/fstybel) **Created:** 8/25/2022 **Status:** ❌ Closed **Base:** `master` ← **Head:** `nordigen` --- ### 📝 Commits (10+) - [`277e352`](https://github.com/actualbudget/actual/commit/277e352917b85a110fa87243199e11efcce4f9a5) Update gitignore about .idea folder - [`bedd4a9`](https://github.com/actualbudget/actual/commit/bedd4a9023ebc383a78dfe017470de4e275718b3) Add integration with Nordigen - [`a6e8b70`](https://github.com/actualbudget/actual/commit/a6e8b70ffa04a8d4bb1eba0f0eb1af7ec149753b) Merge remote-tracking branch 'origin/master' into nordigen - [`fb5941c`](https://github.com/actualbudget/actual/commit/fb5941ccfc1540afc27b04a2278245d436673af2) Fix linter - [`572f375`](https://github.com/actualbudget/actual/commit/572f37518c7ced34842870ebb8b7faa78e221003) Use longer access to the account - [`d4e5073`](https://github.com/actualbudget/actual/commit/d4e5073c4d369732871cf88b922b99277a5ecc29) Move normalizatoin of accounts to the backend side - [`dba0196`](https://github.com/actualbudget/actual/commit/dba01967b06147e70454f9479b0912904c44e220) Fix possibility to force remove account - [`83830f1`](https://github.com/actualbudget/actual/commit/83830f101a8c75fc1f19f6efdc943918f290b3b3) Merge remote-tracking branch 'origin/master' into nordigen - [`085e919`](https://github.com/actualbudget/actual/commit/085e919ea0ecc90096aa3da6fdfd607e4405a8ac) Move normalization of transactions to the backend side - [`0a957c6`](https://github.com/actualbudget/actual/commit/0a957c66f322beb13cf6d9d1d6ff4edb926c37a1) Merge remote-tracking branch 'origin/master' into nordigen ### 📊 Changes **17 files changed** (+730 additions, -238 deletions) <details> <summary>View changed files</summary> 📝 `.gitignore` (+1 -0) 📝 `packages/desktop-client/src/components/FinancesApp.js` (+2 -0) 📝 `packages/desktop-client/src/components/Modals.js` (+21 -3) 📝 `packages/desktop-client/src/components/Settings.js` (+94 -0) 📝 `packages/desktop-client/src/components/accounts/Account.js` (+2 -2) 📝 `packages/desktop-client/src/components/accounts/AccountSyncCheck.js` (+2 -16) 📝 `packages/desktop-client/src/components/modals/CreateAccount.js` (+1 -1) ➕ `packages/desktop-client/src/components/nordigen/NordigenLink.js` (+21 -0) ➕ `packages/desktop-client/src/nordigen.js` (+41 -0) 📝 `packages/loot-core/src/client/actions/account.js` (+3 -4) 📝 `packages/loot-core/src/server/accounts/link.js` (+21 -0) 📝 `packages/loot-core/src/server/accounts/sync.js` (+86 -84) 📝 `packages/loot-core/src/server/main.js` (+58 -57) 📝 `packages/loot-core/src/server/server-config.js` (+2 -1) 📝 `packages/loot-design/src/components/common.js` (+3 -3) ➕ `packages/loot-design/src/components/modals/NordigenExternalMsg.js` (+177 -0) 📝 `packages/loot-design/src/components/modals/SelectLinkedAccounts.js` (+195 -67) </details> ### 📄 Description This PR integrates the app with [Nordigen](https://nordigen.com/en/) to allow account sync with banks - balance, account info, transfers. Related backend PR: https://github.com/actualbudget/actual-server/pull/74 Discord thread 🧵 : https://discord.com/channels/937901803608096828/1017092225122967622 ## Todo: - [ ] Set the` sort_order` flag for imported transactions based on the order of the transaction - [x] Move normalization of data to the backend side - [ ] Fetch integrated banks from the backend - [ ] Design: Modal with bank selection - [ ] Design: Fix modal with accounts linking - [ ] Fix tests ## Demo https://user-images.githubusercontent.com/8612503/189112287-ac8f70ac-3e6f-4586-b6c2-99cda514db46.mov ## How to setup 1. Create a Nordigen account and generate API credentials 2. Launch backend from the [PR](https://github.com/actualbudget/actual-server/pull/74) with Nordigen API credentials `SECRET_ID=xxx SECRET_KEY=xxxx yarn start` 3. Launch frontend: `yarn start:browser` --- <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 2026-02-28 20:35:41 -06:00
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