06/05 Optimize app: implement Plaid
This commit is contained in:
@@ -0,0 +1,201 @@
|
||||
{% extends "base.html" %}
|
||||
{% block title %}Plaid Sync Preview{% endblock %}
|
||||
{% block page_title %}Sync Preview — {{ item.institution_name }}{% endblock %}
|
||||
|
||||
{% block content %}
|
||||
<form method="POST" action="{{ url_for('plaid.sync_confirm') }}" id="importForm">
|
||||
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
|
||||
|
||||
<div class="pcard mb-3">
|
||||
<div class="d-flex justify-content-between align-items-start flex-wrap gap-2">
|
||||
<div>
|
||||
<div style="font-size:14px;font-weight:600;">{{ item.institution_name }}</div>
|
||||
<div style="font-size:12px;color:var(--muted);">
|
||||
<span id="selectedCount">{{ count }}</span> of {{ count }} transactions selected
|
||||
</div>
|
||||
</div>
|
||||
<div class="d-flex gap-2">
|
||||
<a href="{{ url_for('plaid.index') }}" class="btn btn-sm btn-outline-secondary" style="font-size:12px;">Cancel</a>
|
||||
<button type="submit" class="btn btn-sm btn-success" id="importBtn" style="font-size:12px;">
|
||||
<i class="bi bi-check-lg me-1"></i>Import <span id="importBtnCount">{{ count }}</span> Transaction(s)
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Bulk actions -->
|
||||
<div class="mt-3 pt-3 d-flex align-items-center flex-wrap gap-2" style="border-top:1px solid var(--border);">
|
||||
<span style="font-size:12px;color:var(--muted);font-weight:500;">Bulk set selected:</span>
|
||||
<button type="button" class="btn btn-sm btn-outline-danger" id="bulkExpense" style="font-size:12px;">
|
||||
<i class="bi bi-dash-circle me-1"></i>Expense
|
||||
</button>
|
||||
<button type="button" class="btn btn-sm btn-outline-success" id="bulkIncome" style="font-size:12px;">
|
||||
<i class="bi bi-plus-circle me-1"></i>Income
|
||||
</button>
|
||||
<div class="d-flex align-items-center gap-1 ms-1">
|
||||
<select id="bulkCategory" class="form-select form-select-sm" style="min-width:150px;font-size:12px;">
|
||||
<option value="">— Category —</option>
|
||||
{% for c in categories %}
|
||||
<option value="{{ c.id }}">{{ c.name }}</option>
|
||||
{% endfor %}
|
||||
</select>
|
||||
<button type="button" class="btn btn-sm btn-outline-secondary" id="bulkApplyCat" style="font-size:12px;">Apply</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{% set ns = namespace(cur_acct_id=None) %}
|
||||
{% for txn in preview %}
|
||||
{% set pa = plaid_accounts.get(txn.plaid_account_id) %}
|
||||
{% set acct_id = pa.pfm_account_id if pa else None %}
|
||||
|
||||
{% if acct_id != ns.cur_acct_id %}
|
||||
{% if ns.cur_acct_id is not none %}</div></div>{% endif %}
|
||||
{% set ns.cur_acct_id = acct_id %}
|
||||
<div class="pcard p-0 mb-3">
|
||||
<div class="px-4 py-2" style="background:#f8fafc;border-bottom:1px solid var(--border);border-radius:12px 12px 0 0;">
|
||||
<div style="font-size:13px;font-weight:600;">
|
||||
{% if pa and pa.pfm_account %}{{ pa.pfm_account.name }}{% else %}Unknown Account{% endif %}
|
||||
</div>
|
||||
{% if pa %}
|
||||
<div style="font-size:11px;color:var(--muted);">{{ pa.display_name }} · {{ pa.account_type | title }}</div>
|
||||
{% endif %}
|
||||
</div>
|
||||
<div>
|
||||
<table class="pfm-table mb-0">
|
||||
<thead>
|
||||
<tr>
|
||||
<th style="width:36px;padding-left:16px;">
|
||||
<input type="checkbox" class="section-all" checked
|
||||
style="width:15px;height:15px;cursor:pointer;">
|
||||
</th>
|
||||
<th style="white-space:nowrap;">Date</th>
|
||||
<th>Description</th>
|
||||
<th style="width:150px;">Type</th>
|
||||
<th>Category</th>
|
||||
<th class="text-end" style="padding-right:20px;">Amount</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{% endif %}
|
||||
|
||||
<tr class="preview-row" data-id="{{ txn.plaid_id }}">
|
||||
<td style="padding-left:16px;">
|
||||
<input type="checkbox" name="selected" value="{{ txn.plaid_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>
|
||||
<select name="type_{{ txn.plaid_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>
|
||||
<select name="category_{{ txn.plaid_id }}" class="cat-select form-select form-select-sm"
|
||||
style="font-size:12px;min-width:140px;">
|
||||
<option value="">— Uncategorised —</option>
|
||||
{% for c in categories %}
|
||||
<option value="{{ c.id }}" {% if txn.category_id == c.id %}selected{% endif %}>{{ c.name }}</option>
|
||||
{% endfor %}
|
||||
</select>
|
||||
</td>
|
||||
<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;">
|
||||
<span class="sign">{% if txn.transaction_type == 'income' %}+{% else %}-{% endif %}</span>{{ txn.amount | currency }}
|
||||
</td>
|
||||
</tr>
|
||||
{% endfor %}
|
||||
{% if ns.cur_acct_id is not none %}</tbody></table></div></div>{% endif %}
|
||||
|
||||
<div class="d-flex justify-content-end mt-3">
|
||||
<button type="submit" class="btn btn-success">
|
||||
<i class="bi bi-check-lg me-1"></i>Confirm Import (<span id="importBtnCount2">{{ count }}</span> transactions)
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
|
||||
<script>
|
||||
(function () {
|
||||
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;
|
||||
document.querySelectorAll('.preview-row').forEach(row => {
|
||||
row.style.opacity = row.querySelector('.row-check').checked ? '1' : '0.4';
|
||||
});
|
||||
// Sync per-section checkboxes
|
||||
document.querySelectorAll('.section-all').forEach(sa => {
|
||||
const tbody = sa.closest('table').querySelector('tbody');
|
||||
const rowChk = tbody.querySelectorAll('.row-check');
|
||||
const chkd = tbody.querySelectorAll('.row-check:checked').length;
|
||||
sa.indeterminate = chkd > 0 && chkd < rowChk.length;
|
||||
sa.checked = chkd === rowChk.length;
|
||||
});
|
||||
}
|
||||
|
||||
// Section select-all
|
||||
document.querySelectorAll('.section-all').forEach(sa => {
|
||||
sa.addEventListener('change', () => {
|
||||
const tbody = sa.closest('table').querySelector('tbody');
|
||||
tbody.querySelectorAll('.row-check').forEach(cb => { cb.checked = sa.checked; });
|
||||
updateCount();
|
||||
});
|
||||
});
|
||||
|
||||
document.addEventListener('change', e => {
|
||||
if (e.target.classList.contains('row-check')) updateCount();
|
||||
});
|
||||
|
||||
function applyTypeStyle(sel) {
|
||||
const isIncome = sel.value === 'income';
|
||||
sel.style.borderColor = isIncome ? '#10b981' : '#ef4444';
|
||||
sel.style.color = isIncome ? '#10b981' : '#ef4444';
|
||||
const row = sel.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 ? '+' : '-';
|
||||
}
|
||||
document.querySelectorAll('.type-select').forEach(sel => {
|
||||
sel.addEventListener('change', function () { applyTypeStyle(this); });
|
||||
});
|
||||
|
||||
// Bulk: type
|
||||
document.getElementById('bulkExpense').addEventListener('click', () => {
|
||||
document.querySelectorAll('.row-check:checked').forEach(cb => {
|
||||
const sel = cb.closest('.preview-row').querySelector('.type-select');
|
||||
sel.value = 'expense'; applyTypeStyle(sel);
|
||||
});
|
||||
});
|
||||
document.getElementById('bulkIncome').addEventListener('click', () => {
|
||||
document.querySelectorAll('.row-check:checked').forEach(cb => {
|
||||
const sel = cb.closest('.preview-row').querySelector('.type-select');
|
||||
sel.value = 'income'; applyTypeStyle(sel);
|
||||
});
|
||||
});
|
||||
// Bulk: category
|
||||
document.getElementById('bulkApplyCat').addEventListener('click', () => {
|
||||
const catId = document.getElementById('bulkCategory').value;
|
||||
if (!catId) return;
|
||||
document.querySelectorAll('.row-check:checked').forEach(cb => {
|
||||
const sel = cb.closest('.preview-row').querySelector('.cat-select');
|
||||
if (sel) sel.value = catId;
|
||||
});
|
||||
document.getElementById('bulkCategory').value = '';
|
||||
});
|
||||
})();
|
||||
</script>
|
||||
{% endblock %}
|
||||
Reference in New Issue
Block a user