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