06/05 Optimize app: implement Plaid

app/routes/accounts.py

@@ -61,11 +61,12 @@ def index():
 
     from app.models.teller_enrollment import TellerAccount
     from app.models.schwab_connection import SchwabAccount
+    from app.models.plaid_item import PlaidAccount
     all_accounts = Account.query.filter_by(is_active=True).order_by(Account.name).all()
     pfm_ids = [a.id for a in all_accounts]
 
     # Build sync-provider maps before the calc_balance loop.
-    # Accounts linked to Teller or Schwab get their balance from the provider,
+    # Accounts linked to Teller, Schwab, or Plaid get their balance from the provider,
     # not from transaction summation, so we skip calc_balance for them.
     teller_accounts = TellerAccount.query.filter(
         TellerAccount.pfm_account_id.in_(pfm_ids),
@@ -79,7 +80,13 @@ def index():
     ).all()
     schwab_map = {sa.pfm_account_id: sa for sa in schwab_accounts}
 
-    provider_ids = set(teller_map) | set(schwab_map)
+    plaid_accounts = PlaidAccount.query.filter(
+        PlaidAccount.pfm_account_id.in_(pfm_ids),
+        PlaidAccount.is_active == True,
+    ).all()
+    plaid_map = {pa.pfm_account_id: pa for pa in plaid_accounts}
+
+    provider_ids = set(teller_map) | set(schwab_map) | set(plaid_map)
     for a in all_accounts:
         if a.id not in provider_ids:
             calc_balance(a.id)
@@ -111,7 +118,9 @@ def index():
                            credit_count=len(credit_accounts),
                            monthly_charges=monthly_charges,
                            teller_map=teller_map,
-                           schwab_map=schwab_map)
+                           schwab_map=schwab_map,
+                           plaid_map=plaid_map,
+                           today=date.today())
 
 
 @accounts_bp.route('/new', methods=['GET', 'POST'])