06/05 Optimize app: implement Plaid

app/templates/plaid/map_accounts.html

@@ -0,0 +1,52 @@
+{% extends "base.html" %}
+{% block title %}Map Plaid Accounts{% endblock %}
+{% block page_title %}Map Accounts — {{ item.institution_name }}{% endblock %}
+
+{% block content %}
+<form method="POST">
+<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+
+<div class="pcard mb-3">
+    <div class="pcard-title mb-1">{{ item.institution_name }}</div>
+    <div style="font-size:12px;color:var(--muted);">
+        Map each Plaid account to a PFM account, or create a new one automatically.
+        Accounts left unmapped will be skipped during sync.
+    </div>
+</div>
+
+{% for pa in plaid_accounts %}
+<div class="pcard mb-3">
+    <div class="d-flex align-items-start gap-3 flex-wrap">
+        <div style="flex:1;min-width:180px;">
+            <div style="font-size:14px;font-weight:600;">{{ pa.display_name }}</div>
+            <div style="font-size:11px;color:var(--muted);">
+                {{ pa.account_type | title }} · {{ pa.account_subtype | replace('_',' ') | title }}
+            </div>
+        </div>
+        <div style="flex:2;min-width:240px;">
+            <label style="font-size:12px;color:var(--muted);display:block;margin-bottom:4px;">Map to PFM Account</label>
+            <select name="pfm_account_{{ pa.id }}" class="form-select form-select-sm">
+                <option value="">— Skip this account —</option>
+                <option value="new">✦ Create new PFM account</option>
+                <optgroup label="Existing Accounts">
+                {% for a in pfm_accounts %}
+                <option value="{{ a.id }}"
+                    {% if pa.pfm_account_id == a.id %}selected{% endif %}>
+                    {{ a.name }} ({{ a.account_type | replace('_',' ') | title }})
+                </option>
+                {% endfor %}
+                </optgroup>
+            </select>
+        </div>
+    </div>
+</div>
+{% endfor %}
+
+<div class="d-flex gap-2 justify-content-end">
+    <a href="{{ url_for('plaid.index') }}" class="btn btn-outline-secondary">Cancel</a>
+    <button type="submit" class="btn btn-primary">
+        <i class="bi bi-check-lg me-1"></i>Save Mapping
+    </button>
+</div>
+</form>
+{% endblock %}