ONB-2261-feat(bank-connections): add bank-connections commands for customer API feeds

[andremanuelbarbosa]

Summary

• Add bank-connections commands covering all 7 public API operations
• Add JSON templates and unit tests mirroring bank-match

Changes

• Add dualentry bank-connections commands for all 7 public API operations: list, get, create, delete, accounts list/create, and transactions push
• Add bank-connections template for connection, accounts, and transactions JSON samples
• Add run_delete helper in commands/actions.py for DELETE actions
• Register the command group in main.py and document Bank Connections in the README
• Add unit tests covering each command path and templates

Test plan

• Unit tests pass (uv run pytest)
• Linter passes (uv run ruff check .)
• Manually tested with dualentry <command>

Examples

Bank Connections Help

% dualentry bank-connections --help
                                                                                                                                                                                                                                        
 Usage: dualentry bank-connections [OPTIONS] COMMAND [ARGS]...                                                                                                                                                                          
                                                                                                                                                                                                                                        
 Manage bank connections                                                                                                                                                                                                                
                                                                                                                                                                                                                                        
╭─ Options ────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────╮
│ --help          Show this message and exit.                                                                                                                                                                                          │
╰──────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────╯
╭─ Commands ───────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────╮
│ list           List bank connections.                                                                                                                                                                                                │
│ get            Get one bank connection by ID.                                                                                                                                                                                        │
│ create         Register a bank connection (and optional accounts).                                                                                                                                                                   │
│ delete         Unregister a customer API bank connection.                                                                                                                                                                            │
│ template       Output a sample bank-connections JSON template.                                                                                                                                                                       │
│ accounts       Manage accounts under a bank connection                                                                                                                                                                               │
│ transactions   Push bank transactions for a registered account                                                                                                                                                                       │
╰──────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────╯

Create a Bank Connection

% dualentry bank-connections create -f ~/Downloads/bank_connection_1.json
┌────────────────────────────┬────────────────────────────────────┐
│ created_at                 │ 2026-09-24T14:46:51Z               │
│ updated_at                 │ 2026-09-24T14:46:51Z               │
│ id                         │ 7639                               │
│ connection_source_id       │ conn-1                             │
│ institution_name           │ Customer Bank                      │
│ status                     │ active                             │
│ successfully_aggregated_at │ 2026-09-24T14:46:51.736Z           │
│ last_sync_at               │ 2026-09-24T14:46:51.736Z           │
│ accounts                   │ [                                  │
│                            │   {                                │
│                            │     "id": 3705,                    │
│                            │     "account_id": "acct-checking", │
│                            │     "account_name": "Checking",    │
│                            │     "trunca                        │
└────────────────────────────┴────────────────────────────────────┘

Get Bank Connections

% dualentry bank-connections list --format json                          
{
  "items": [
    {
      "created_at": "2026-09-24T14:46:51Z",
      "updated_at": "2026-09-24T14:46:51Z",
      "id": 7639,
      "connection_source_id": "conn-1",
      "institution_name": "Customer Bank",
      "status": "active",
      "successfully_aggregated_at": "2026-09-24T14:46:51.736Z",
      "last_sync_at": "2026-09-24T14:46:51.736Z",
      "accounts": [
        {
          "id": 3705,
          "account_id": "acct-checking",
          "account_name": "Checking",
          "truncated_account_number": "1234",
          "currency_iso_4217_code": "USD",
          "status": "active"
        },
        {
          "id": 3706,
          "account_id": "acct-savings",
          "account_name": "Savings",
          "truncated_account_number": null,
          "currency_iso_4217_code": "USD",
          "status": "active"
        }
      ]
    }
  ],
  "count": 1
}

Get a Bank Connection

% dualentry bank-connections get 7639          
┌────────────────────────────┬────────────────────────────────────┐
│ created_at                 │ 2026-09-24T14:46:51Z               │
│ updated_at                 │ 2026-09-24T14:46:51Z               │
│ id                         │ 7639                               │
│ connection_source_id       │ conn-1                             │
│ institution_name           │ Customer Bank                      │
│ status                     │ active                             │
│ successfully_aggregated_at │ 2026-09-24T14:46:51.736Z           │
│ last_sync_at               │ 2026-09-24T14:46:51.736Z           │
│ accounts                   │ [                                  │
│                            │   {                                │
│                            │     "id": 3705,                    │
│                            │     "account_id": "acct-checking", │
│                            │     "account_name": "Checking",    │
│                            │     "trunca                        │
└────────────────────────────┴────────────────────────────────────┘

Get the Accounts for a Bank Connection

% dualentry bank-connections accounts list 7639                
┏━━━━━━┳━━━━━━━━━━━━━━━┳━━━━━━━━━━━━━━┳━━━━━━━━━━━━━━━━━━━━━━━━━━┳━━━━━━━━━━━━━━━━━━━━━━━━┳━━━━━━━━┓
┃ id   ┃ account_id    ┃ account_name ┃ truncated_account_number ┃ currency_iso_4217_code ┃ status ┃
┡━━━━━━╇━━━━━━━━━━━━━━━╇━━━━━━━━━━━━━━╇━━━━━━━━━━━━━━━━━━━━━━━━━━╇━━━━━━━━━━━━━━━━━━━━━━━━╇━━━━━━━━┩
│ 3705 │ acct-checking │ Checking     │ 1234                     │ USD                    │ active │
│ 3706 │ acct-savings  │ Savings      │ None                     │ USD                    │ active │
└──────┴───────────────┴──────────────┴──────────────────────────┴────────────────────────┴────────┘

Create an Account for a Bank Connection

% dualentry bank-connections accounts create -f ~/Downloads/bank_connection_account_1.json 7639
┌────────────────────────────┬────────────────────────────────────┐
│ created_at                 │ 2026-09-24T14:46:51Z               │
│ updated_at                 │ 2026-09-24T14:46:51Z               │
│ id                         │ 7639                               │
│ connection_source_id       │ conn-1                             │
│ institution_name           │ Customer Bank                      │
│ status                     │ active                             │
│ successfully_aggregated_at │ 2026-09-24T14:46:51.736Z           │
│ last_sync_at               │ 2026-09-24T14:49:59.228Z           │
│ accounts                   │ [                                  │
│                            │   {                                │
│                            │     "id": 3705,                    │
│                            │     "account_id": "acct-checking", │
│                            │     "account_name": "Checking",    │
│                            │     "trunca                        │
└────────────────────────────┴────────────────────────────────────┘

Create Transactions for an Account

% dualentry bank-connections transactions push -f ~/Downloads/bank_connection_transactions_1.json 3705
┌─────────┬────────────────────────────────┐
│ success │ True                           │
│ results │ [                              │
│         │   {                            │
│         │     "external_trx_id": "tx-1", │
│         │     "status": "created",       │
│         │     "id": 113451,              │
│         │     "error": null              │
│         │                                │
└─────────┴────────────────────────────────┘

Delete a Bank Connection

% dualentry bank-connections delete 7639
┌─────────┬──────┐
│ success │ True │
│ errors  │ {}   │
└─────────┴──────┘