262 lines
14 KiB
HTML
262 lines
14 KiB
HTML
{% extends "base.html" %}
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{% block title %}Accounts{% endblock %}
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{% block page_title %}Accounts{% endblock %}
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{% block topbar_actions %}
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<a href="{{ url_for('accounts.new') }}" class="btn btn-sm btn-primary" style="font-size:12px;"><i class="bi bi-plus-lg me-1"></i>New Account</a>
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{% endblock %}
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{% block content %}
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<!-- Tabs -->
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<div class="d-flex gap-1 mb-3">
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<a href="{{ url_for('accounts.index', tab='bank') }}"
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class="btn btn-sm {% if tab=='bank' %}btn-primary{% else %}btn-outline-secondary{% endif %}" style="font-size:13px;">
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<i class="bi bi-bank me-1"></i>Bank Accounts
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<span class="badge ms-1" style="font-size:10px;background:{% if tab=='bank' %}rgba(255,255,255,.25){% else %}#e2e8f0;color:#475569{% endif %};">{{ bank_count }}</span>
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</a>
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<a href="{{ url_for('accounts.index', tab='credit') }}"
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class="btn btn-sm {% if tab=='credit' %}btn-danger{% else %}btn-outline-secondary{% endif %}" style="font-size:13px;">
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<i class="bi bi-credit-card me-1"></i>Credit Cards
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<span class="badge ms-1" style="font-size:10px;background:{% if tab=='credit' %}rgba(255,255,255,.25){% else %}#fee2e2;color:#991b1b{% endif %};">{{ credit_count }}</span>
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</a>
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</div>
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{% if accounts %}
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<div class="row g-3">
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{% for acct in accounts %}
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{% set ta = teller_map.get(acct.id) %}
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{% set sa = schwab_map.get(acct.id) %}
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<div class="col-12 col-md-6 col-xl-4">
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<div class="pcard" style="border-left: 4px solid {{ acct.color }};">
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<!-- Header: icon + name + menu -->
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<div class="d-flex justify-content-between align-items-start">
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<div class="d-flex align-items-center gap-2">
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<div style="width:36px;height:36px;border-radius:9px;background:{{ acct.color }}22;color:{{ acct.color }};display:flex;align-items:center;justify-content:center;font-size:18px;">
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<i class="bi {{ acct.icon }}"></i>
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</div>
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<div>
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<div style="font-weight:600;font-size:14px;">
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{{ acct.name }}
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{% if ta %}
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<span style="font-size:10px;background:#dbeafe;color:#1e40af;border-radius:4px;padding:1px 5px;margin-left:4px;vertical-align:middle;">Teller</span>
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{% endif %}
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{% if sa %}
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<span style="font-size:10px;background:#d1fae5;color:#065f46;border-radius:4px;padding:1px 5px;margin-left:4px;vertical-align:middle;">Schwab</span>
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{% endif %}
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</div>
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<div style="font-size:11px;color:var(--muted);">{{ acct.account_type | replace('_',' ') | title }}</div>
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</div>
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</div>
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<div class="dropdown">
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<button class="btn btn-sm" style="background:none;border:none;color:var(--muted);padding:2px 6px;" data-bs-toggle="dropdown"><i class="bi bi-three-dots"></i></button>
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<ul class="dropdown-menu dropdown-menu-end" style="font-size:13px;">
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<li><a class="dropdown-item" href="{{ url_for('accounts.edit', id=acct.id) }}"><i class="bi bi-pencil me-2"></i>Edit</a></li>
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<li><a class="dropdown-item" href="{{ url_for('accounts.adjust_balance', id=acct.id) }}"><i class="bi bi-sliders me-2"></i>Adjust Balance</a></li>
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<li><hr class="dropdown-divider"></li>
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<li>
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<form method="POST" action="{{ url_for('accounts.delete', id=acct.id) }}" onsubmit="return confirm('Remove this account?')">
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<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
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<button type="submit" class="dropdown-item text-danger"><i class="bi bi-trash me-2"></i>Remove</button>
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</form>
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</li>
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</ul>
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</div>
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</div>
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{% if tab == 'bank' %}
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<div id="acct-bal-{{ acct.id }}" class="mono {% if acct.balance >= 0 %}text-income{% else %}text-expense{% endif %}" style="font-size:26px;font-weight:700;margin-top:12px;">
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{{ acct.balance | currency }}
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</div>
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{% endif %}
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{% if tab == 'credit' %}
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{% set owed = [0, -acct.balance] | max %}
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{% set charges = monthly_charges.get(acct.id, 0) %}
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<div class="d-flex gap-3 mt-3">
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<div style="flex:1;background:#fff5f5;border-radius:8px;padding:10px 12px;">
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<div style="font-size:10px;color:#991b1b;font-weight:600;text-transform:uppercase;letter-spacing:.04em;margin-bottom:2px;">Amount Owed</div>
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<div id="acct-bal-{{ acct.id }}" class="mono {% if owed > 0 %}text-expense{% else %}" style="color:#10b981;{% endif %}font-size:20px;font-weight:700;">
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{% if owed > 0 %}-{% endif %}{{ owed | currency }}
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</div>
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</div>
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<div style="flex:1;background:#fafafa;border-radius:8px;padding:10px 12px;">
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<div style="font-size:10px;color:var(--muted);font-weight:600;text-transform:uppercase;letter-spacing:.04em;margin-bottom:2px;">This Month</div>
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<div class="mono text-expense" style="font-size:20px;font-weight:700;">
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{% if charges > 0 %}-{% endif %}{{ charges | currency }}
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</div>
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</div>
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</div>
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{% endif %}
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{% if acct.notes %}
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<div style="font-size:12px;color:var(--muted);margin-top:10px;">{{ acct.notes }}</div>
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{% endif %}
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<!-- Main action buttons -->
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{% if tab == 'credit' %}
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<div class="d-flex gap-2 mt-3">
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<a href="{{ url_for('transactions.transfer', to_account_id=acct.id, description='Credit Card Payment — ' ~ acct.name) }}"
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class="btn btn-sm flex-fill btn-danger" style="font-size:12px;">
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<i class="bi bi-send me-1"></i>Pay
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</a>
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<a href="{{ url_for('accounts.payments', id=acct.id) }}"
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class="btn btn-sm flex-fill btn-outline-secondary" style="font-size:12px;">
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<i class="bi bi-clock-history me-1"></i>Payments
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</a>
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<a href="{{ url_for('transactions.index', tab='expense', account_id=acct.id) }}"
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class="btn btn-sm flex-fill btn-outline-secondary" style="font-size:12px;">
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<i class="bi bi-list-ul me-1"></i>Charges
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</a>
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</div>
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{% else %}
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<div class="d-flex gap-2 mt-3">
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<a href="{{ url_for('transactions.index', tab='expense', account_id=acct.id) }}"
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class="btn btn-sm flex-fill btn-outline-secondary" style="font-size:12px;">
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<i class="bi bi-list-ul me-1"></i>Transactions
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</a>
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<a href="{{ url_for('transactions.new', type='income') }}"
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class="btn btn-sm flex-fill" style="font-size:12px;background:#d1fae5;color:#065f46;border:none;">
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<i class="bi bi-plus-lg me-1"></i>Add Income
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</a>
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</div>
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{% endif %}
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<!-- Teller action buttons -->
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{% if ta %}
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<div class="d-flex gap-2 mt-2 pt-2" style="border-top:1px solid var(--border);">
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<button id="refbtn-{{ acct.id }}"
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onclick="refreshTellerBalance({{ ta.id }}, {{ acct.id }}, {{ 'true' if acct.account_type == 'credit_card' else 'false' }}, this)"
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class="btn btn-sm btn-outline-primary flex-fill" style="font-size:11px;"
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title="Pull live balance from bank">
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<i class="bi bi-arrow-clockwise me-1"></i>Refresh
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</button>
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<a href="{{ url_for('teller.sync_preview_view', teller_account_id=ta.id) }}"
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class="btn btn-sm btn-outline-primary flex-fill" style="font-size:11px;"
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title="Sync new transactions from bank">
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<i class="bi bi-cloud-download me-1"></i>Sync
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</a>
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<form method="POST" action="{{ url_for('teller.full_resync', teller_account_id=ta.id) }}" style="flex:1;">
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<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
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<input type="hidden" name="next" value="{{ url_for('accounts.index', tab=tab) }}">
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<button type="submit" class="btn btn-sm btn-outline-warning w-100" style="font-size:11px;"
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title="Re-fetch full 90-day history on next sync"
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onclick="return confirm('Reset sync cursor for {{ acct.name }}?\nNext sync will re-fetch last 90 days. Already-imported transactions will be skipped.')">
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<i class="bi bi-arrow-counterclockwise me-1"></i>Reset
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</button>
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</form>
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</div>
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{% if ta.last_sync_date %}
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<div style="font-size:10px;color:var(--muted);margin-top:4px;text-align:right;">
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Last synced {{ ta.last_sync_date.strftime('%b %d') }}
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</div>
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{% endif %}
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{% endif %}
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<!-- Schwab action buttons -->
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{% if sa %}
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<div class="d-flex gap-2 mt-2 pt-2" style="border-top:1px solid var(--border);">
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<form method="POST" action="{{ url_for('schwab.sync_snapshot', schwab_account_id=sa.id) }}" style="flex:1;">
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<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
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<input type="hidden" name="next" value="{{ url_for('accounts.index', tab=tab) }}">
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<button type="submit" class="btn btn-sm btn-outline-success w-100" style="font-size:11px;"
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title="Pull live balance and investment positions from Schwab">
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<i class="bi bi-arrow-clockwise me-1"></i>Balance & Positions
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</button>
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</form>
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<a href="{{ url_for('schwab.sync_preview_view', schwab_account_id=sa.id) }}"
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class="btn btn-sm btn-outline-primary flex-fill" style="font-size:11px;"
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title="Import new transactions from Schwab">
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<i class="bi bi-cloud-download me-1"></i>Transactions
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</a>
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</div>
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{% if sa.last_sync_date %}
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<div style="font-size:10px;color:var(--muted);margin-top:4px;text-align:right;">
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Last synced {{ sa.last_sync_date.strftime('%b %d') }}
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</div>
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{% endif %}
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{% endif %}
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</div>
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</div>
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{% endfor %}
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</div>
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{% else %}
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<div class="pcard text-center py-5">
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{% if tab == 'credit' %}
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<i class="bi bi-credit-card text-muted" style="font-size:3rem;"></i>
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<h5 class="mt-3 mb-1">No credit cards yet</h5>
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<p class="text-muted small mb-3">Add a credit card account to track charges and payments.</p>
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{% else %}
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<i class="bi bi-bank text-muted" style="font-size:3rem;"></i>
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<h5 class="mt-3 mb-1">No bank accounts yet</h5>
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<p class="text-muted small mb-3">Add your checking, savings, or cash accounts.</p>
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{% endif %}
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<a href="{{ url_for('accounts.new') }}" class="btn btn-primary btn-sm">
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<i class="bi bi-plus-lg me-1"></i>New Account
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</a>
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</div>
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{% endif %}
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{% endblock %}
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{% block extra_js %}
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<script>
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const CSRF = document.querySelector('meta[name="csrf-token"]').content;
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function refreshTellerBalance(taId, acctId, isCreditCard, btn) {
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btn.disabled = true;
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btn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>…';
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fetch('/teller/balance/' + taId, {
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method: 'POST',
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headers: { 'X-CSRFToken': CSRF },
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})
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.then(r => r.json())
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.then(data => {
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btn.disabled = false;
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btn.innerHTML = '<i class="bi bi-arrow-clockwise me-1"></i>Refresh';
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if (data.balance != null || data.available != null) {
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const sym = '{{ current_user.currency_symbol }}';
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const fmt = v => {
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const n = parseFloat(v);
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const abs = Math.abs(n).toLocaleString(undefined, {minimumFractionDigits:2, maximumFractionDigits:2});
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return (n < 0 ? '-' : '') + sym + abs;
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};
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const rawVal = data.balance != null ? data.balance : data.available;
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const balEl = document.getElementById('acct-bal-' + acctId);
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if (balEl) {
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if (isCreditCard) {
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const owed = Math.max(0, -parseFloat(rawVal));
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balEl.textContent = (owed > 0 ? '-' : '') + fmt(owed);
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} else {
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balEl.textContent = fmt(rawVal);
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}
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balEl.style.color = '#10b981';
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setTimeout(() => balEl.style.color = '', 2500);
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}
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btn.style.color = '#10b981';
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btn.title = 'Balance updated just now';
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setTimeout(() => { btn.style.color = ''; btn.title = 'Pull live balance from bank'; }, 3000);
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} else {
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btn.style.color = '#ef4444';
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btn.title = data.error || 'Refresh failed';
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setTimeout(() => { btn.style.color = ''; btn.title = 'Pull live balance from bank'; }, 4000);
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}
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})
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.catch(() => {
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btn.disabled = false;
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btn.innerHTML = '<i class="bi bi-arrow-clockwise me-1"></i>Refresh';
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btn.style.color = '#ef4444';
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setTimeout(() => { btn.style.color = ''; }, 4000);
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});
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}
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</script>
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{% endblock %}
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