05/31 Teller.io connection

2026-05-31 22:40:02 -04:00
parent 67ed91d94c
commit 1d7ae3caf0
12 changed files with 1055 additions and 0 deletions
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+{% extends "base.html" %}
+{% block title %}Sync Preview{% endblock %}
+{% block page_title %}Sync Preview — {{ ta.account_name }}{% endblock %}
+
+{% block content %}
+<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
+            {% 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 %}
+    </div>
+</div>
+
+{% if preview %}
+<div class="pcard p-0">
+    <table class="pfm-table">
+        <thead>
+            <tr>
+                <th style="padding-left:20px;">Date</th>
+                <th>Description</th>
+                <th>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;">
+                {{ 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>
+            </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 %}
+                {% else %}
+                <span style="color:#f59e0b;">Uncategorised</span>
+                {% endif %}
+            </td>
+            <td class="text-end mono {% 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 }}
+            </td>
+        </tr>
+        {% endfor %}
+        </tbody>
+    </table>
+</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>
+</div>
+
+{% else %}
+<div class="pcard text-center py-5">
+    <i class="bi bi-check-circle text-success" style="font-size:3rem;"></i>
+    <h5 class="mt-3 mb-1">All up to date</h5>
+    <p class="text-muted small">No new transactions found since last sync.</p>
+    <a href="{{ url_for('teller.index') }}" class="btn btn-sm btn-outline-secondary">Back</a>
+</div>
+{% endif %}
+{% endblock %}