nngo/Personal-Finance-Management
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

06/02 Modified bank sync, records selectable

Browse Source
This commit is contained in:
nngo
2026-06-02 10:09:31 -04:00
parent 88cf1253fd
commit 04649530f7
2 changed files with 105 additions and 34 deletions
Download Patch File Download Diff File Expand all files Collapse all files
app/templates/teller/preview.html
+88 -31
View File
@@ -3,65 +3,75 @@
{% block page_title %}Sync Preview — {{ ta.account_name }}{% endblock %}
{% block content %}
{% if preview %}
<form method="POST" action="{{ url_for('teller.sync_confirm') }}" id="importForm">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<div class="pcard mb-3 d-flex justify-content-between align-items-center">
<div>
<div style="font-size:14px;font-weight:600;">{{ ta.institution_name }} — {{ ta.account_name }}</div>
<div style="font-size:12px;color:var(--muted);">
Mapped to: <strong>{{ ta.pfm_account.name }}</strong> ·
{{ count }} transaction(s) found
<span id="selectedCount">{{ count }}</span> of {{ count }} selected
{% if ta.last_sync_date %}· Last sync: {{ ta.last_sync_date.strftime('%b %d, %Y') }}{% endif %}
</div>
</div>
<div class="d-flex gap-2">
<a href="{{ url_for('teller.index') }}" class="btn btn-sm btn-outline-secondary" style="font-size:12px;">Cancel</a>
{% if count > 0 %}
<form method="POST" action="{{ url_for('teller.sync_confirm') }}">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<button type="submit" class="btn btn-sm btn-success" style="font-size:12px;">
<i class="bi bi-check-lg me-1"></i>Import {{ count }} Transaction(s)
</button>
</form>
{% endif %}
<button type="submit" class="btn btn-sm btn-success" style="font-size:12px;" id="importBtn">
<i class="bi bi-check-lg me-1"></i>Import <span id="importBtnCount">{{ count }}</span> Transaction(s)
</button>
</div>
</div>
{% if preview %}
<div class="pcard p-0">
<table class="pfm-table">
<thead>
<tr>
<th style="padding-left:20px;">Date</th>
<th style="width:36px;padding-left:16px;">
<input type="checkbox" id="selectAll" checked
style="width:15px;height:15px;cursor:pointer;"
title="Select / deselect all">
</th>
<th style="white-space:nowrap;">Date</th>
<th>Description</th>
<th>Type</th>
<th style="width:160px;">Type</th>
<th>Category</th>
<th class="text-end" style="padding-right:20px;">Amount</th>
</tr>
</thead>
<tbody>
{% for txn in preview %}
<tr>
<td style="padding-left:20px;font-size:12px;color:var(--muted);white-space:nowrap;">
<tr class="preview-row" data-id="{{ txn.teller_id }}">
<td style="padding-left:16px;">
<input type="checkbox" name="selected" value="{{ txn.teller_id }}"
class="row-check" checked
style="width:15px;height:15px;cursor:pointer;">
</td>
<td style="font-size:12px;color:var(--muted);white-space:nowrap;">
{{ txn.date.strftime('%b %d, %Y') }}
</td>
<td style="font-size:13px;">{{ txn.description }}</td>
<td>
<span class="badge {% if txn.transaction_type == 'income' %}badge-income{% else %}badge-expense{% endif %}" style="font-size:11px;">
{{ txn.transaction_type | title }}
</span>
<select name="type_{{ txn.teller_id }}"
class="type-select form-select form-select-sm"
style="width:130px;font-size:12px;border-radius:6px;
{% if txn.transaction_type == 'income' %}border-color:#10b981;color:#10b981;{% else %}border-color:#ef4444;color:#ef4444;{% endif %}">
<option value="expense" {% if txn.transaction_type == 'expense' %}selected{% endif %}>Expense</option>
<option value="income" {% if txn.transaction_type == 'income' %}selected{% endif %}>Income</option>
</select>
</td>
<td style="font-size:12px;color:var(--muted);">
{% if txn.category_id %}
{% for cat in [txn.category_id] %}
{# Look up category name via the category_id #}
{{ txn.notes | replace('Teller:', '') }}
{% endfor %}
{% if txn.category_id and txn.category_id in cat_map %}
{{ cat_map[txn.category_id] }}
{% else %}
<span style="color:#f59e0b;">Uncategorised</span>
<span style="color:#f59e0b;">Uncategorised</span>
{% endif %}
</td>
<td class="text-end mono {% if txn.transaction_type == 'income' %}text-income{% else %}text-expense{% endif %}"
<td class="text-end mono amount-cell
{% if txn.transaction_type == 'income' %}text-income{% else %}text-expense{% endif %}"
style="font-size:13px;font-weight:600;padding-right:20px;">
{% if txn.transaction_type == 'income' %}+{% else %}-{% endif %}{{ txn.amount | currency }}
<span class="sign">{% if txn.transaction_type == 'income' %}+{% else %}-{% endif %}</span>{{ txn.amount | currency }}
</td>
</tr>
{% endfor %}
@@ -70,14 +80,13 @@
</div>
<div class="d-flex justify-content-end mt-3">
<form method="POST" action="{{ url_for('teller.sync_confirm') }}">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<button type="submit" class="btn btn-success">
<i class="bi bi-check-lg me-1"></i>Confirm Import ({{ count }} transactions)
</button>
</form>
<button type="submit" class="btn btn-success" id="importBtn2">
<i class="bi bi-check-lg me-1"></i>Confirm Import (<span id="importBtnCount2">{{ count }}</span> transactions)
</button>
</div>
</form>
{% else %}
<div class="pcard text-center py-5">
<i class="bi bi-check-circle text-success" style="font-size:3rem;"></i>
@@ -86,4 +95,52 @@
<a href="{{ url_for('teller.index') }}" class="btn btn-sm btn-outline-secondary">Back</a>
</div>
{% endif %}
<script>
(function () {
const selectAll = document.getElementById('selectAll');
const checks = document.querySelectorAll('.row-check');
const countEl = document.getElementById('selectedCount');
const btnCount = document.getElementById('importBtnCount');
const btnCount2 = document.getElementById('importBtnCount2');
function updateCount() {
const n = document.querySelectorAll('.row-check:checked').length;
countEl.textContent = n;
btnCount.textContent = n;
btnCount2.textContent = n;
// Dim unchecked rows
document.querySelectorAll('.preview-row').forEach(row => {
const cb = row.querySelector('.row-check');
row.style.opacity = cb.checked ? '1' : '0.4';
});
// Sync select-all state
selectAll.indeterminate = n > 0 && n < checks.length;
selectAll.checked = n === checks.length;
}
selectAll.addEventListener('change', () => {
checks.forEach(cb => { cb.checked = selectAll.checked; });
updateCount();
});
checks.forEach(cb => cb.addEventListener('change', updateCount));
// Update type-select color + amount sign on change
document.querySelectorAll('.type-select').forEach(sel => {
sel.addEventListener('change', function () {
const isIncome = this.value === 'income';
this.style.borderColor = isIncome ? '#10b981' : '#ef4444';
this.style.color = isIncome ? '#10b981' : '#ef4444';
const row = this.closest('.preview-row');
const cell = row.querySelector('.amount-cell');
const sign = row.querySelector('.sign');
cell.classList.toggle('text-income', isIncome);
cell.classList.toggle('text-expense', !isIncome);
sign.textContent = isIncome ? '+' : '-';
});
});
})();
</script>
{% endblock %}