78 lines
3.6 KiB
Python
78 lines
3.6 KiB
Python
from datetime import datetime
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from app.extensions import db
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from app.utils.crypto import EncryptedText
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class PlaidItem(db.Model):
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"""One Plaid Item = one bank connection (may contain multiple accounts)."""
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__tablename__ = 'plaid_items'
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id = db.Column(db.Integer, primary_key=True)
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item_id = db.Column(db.String(100), unique=True, nullable=False, index=True)
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access_token = db.Column(EncryptedText, nullable=False)
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institution_id = db.Column(db.String(50), nullable=True)
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institution_name = db.Column(db.String(100), nullable=True)
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cursor = db.Column(db.String(500), nullable=True) # /transactions/sync cursor
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is_active = db.Column(db.Boolean, default=True)
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created_at = db.Column(db.DateTime, default=datetime.utcnow)
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last_synced_at = db.Column(db.DateTime, nullable=True)
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accounts = db.relationship('PlaidAccount', back_populates='item',
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cascade='all, delete-orphan', lazy='dynamic')
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def __repr__(self):
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return f'<PlaidItem {self.institution_name} ({self.item_id[:12]}…)>'
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class PlaidAccount(db.Model):
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"""Maps one Plaid account inside an item to a PFM account."""
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__tablename__ = 'plaid_accounts'
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id = db.Column(db.Integer, primary_key=True)
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item_id = db.Column(db.Integer, db.ForeignKey('plaid_items.id'), nullable=False)
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plaid_account_id = db.Column(db.String(100), unique=True, nullable=False, index=True)
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pfm_account_id = db.Column(db.Integer, db.ForeignKey('accounts.id'), nullable=True)
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account_name = db.Column(db.String(100), nullable=True)
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account_type = db.Column(db.String(50), nullable=True) # depository / credit / investment
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account_subtype = db.Column(db.String(50), nullable=True) # checking / savings / credit card
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mask = db.Column(db.String(10), nullable=True) # last 4 digits
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last_sync_date = db.Column(db.Date, nullable=True)
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# Credit card billing info (populated from /liabilities/get)
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cc_due_date = db.Column(db.Date, nullable=True)
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cc_minimum_payment = db.Column(db.Numeric(12, 2), nullable=True)
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cc_last_statement_balance = db.Column(db.Numeric(12, 2), nullable=True)
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cc_is_overdue = db.Column(db.Boolean, default=False)
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cc_updated_at = db.Column(db.DateTime, nullable=True)
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is_active = db.Column(db.Boolean, default=True)
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created_at = db.Column(db.DateTime, default=datetime.utcnow)
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item = db.relationship('PlaidItem', back_populates='accounts')
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pfm_account = db.relationship('Account')
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@property
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def display_name(self):
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suffix = f' ••••{self.mask}' if self.mask else ''
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return f'{self.account_name}{suffix}'
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def __repr__(self):
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return f'<PlaidAccount {self.account_name} → PFM #{self.pfm_account_id}>'
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class PlaidSyncPreview(db.Model):
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"""Temporary server-side storage for Plaid sync preview data (per item)."""
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__tablename__ = 'plaid_sync_previews'
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id = db.Column(db.Integer, primary_key=True)
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item_id = db.Column(db.Integer, db.ForeignKey('plaid_items.id'),
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nullable=False, unique=True, index=True)
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data_json = db.Column(db.Text, nullable=False) # JSON array of parsed transactions
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next_cursor = db.Column(db.String(500), nullable=True) # advance item cursor on confirm
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created_at = db.Column(db.DateTime, default=datetime.utcnow)
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def __repr__(self):
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return f'<PlaidSyncPreview item_id={self.item_id}>'
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