05/31 Teller.io connection

app/models/__init__.py

@@ -10,3 +10,5 @@ from app.models.investment import Investment, InvestmentTransaction
 from app.models.net_worth_snapshot import NetWorthSnapshot
 from app.models.ai_insight import AiInsight
 from app.models.fx_rate import FxRate
+
+from app.models.teller_enrollment import TellerEnrollment, TellerAccount

app/models/teller_enrollment.py

@@ -0,0 +1,53 @@
+from app.extensions import db
+from datetime import datetime
+
+
+class TellerEnrollment(db.Model):
+    """
+    Represents a Teller enrollment — one per connected bank institution.
+    An enrollment contains one or more accounts.
+    """
+    __tablename__ = 'teller_enrollments'
+
+    id = db.Column(db.Integer, primary_key=True)
+    enrollment_id = db.Column(db.String(64), unique=True, nullable=False, index=True)
+    access_token = db.Column(db.String(128), nullable=False)
+    institution_name = db.Column(db.String(100), nullable=True)
+    user_id = db.Column(db.String(64), nullable=True)  # Teller user ID
+    is_active = db.Column(db.Boolean, default=True)
+    created_at = db.Column(db.DateTime, default=datetime.utcnow)
+    last_synced_at = db.Column(db.DateTime, nullable=True)
+
+    accounts = db.relationship('TellerAccount', back_populates='enrollment',
+                               cascade='all, delete-orphan', lazy='dynamic')
+
+    def __repr__(self):
+        return f'<TellerEnrollment {self.institution_name} ({self.enrollment_id})>'
+
+
+class TellerAccount(db.Model):
+    """
+    Maps a Teller account to a PFM account.
+    Tracks the last synced transaction ID for incremental syncs.
+    """
+    __tablename__ = 'teller_accounts'
+
+    id = db.Column(db.Integer, primary_key=True)
+    enrollment_id = db.Column(db.Integer, db.ForeignKey('teller_enrollments.id'), nullable=False)
+    teller_account_id = db.Column(db.String(64), unique=True, nullable=False, index=True)
+    pfm_account_id = db.Column(db.Integer, db.ForeignKey('accounts.id'), nullable=True)
+
+    account_name = db.Column(db.String(100), nullable=True)
+    account_type = db.Column(db.String(50), nullable=True)   # depository / credit
+    account_subtype = db.Column(db.String(50), nullable=True) # checking / savings / credit_card
+    institution_name = db.Column(db.String(100), nullable=True)
+    last_sync_date = db.Column(db.Date, nullable=True)        # date of last successful sync
+    last_teller_txn_id = db.Column(db.String(64), nullable=True)  # for from_id pagination
+    is_active = db.Column(db.Boolean, default=True)
+    created_at = db.Column(db.DateTime, default=datetime.utcnow)
+
+    enrollment = db.relationship('TellerEnrollment', back_populates='accounts')
+    pfm_account = db.relationship('Account')
+
+    def __repr__(self):
+        return f'<TellerAccount {self.account_name} → PFM #{self.pfm_account_id}>'