06/03 Optimize app

app/__init__.py

@@ -78,6 +78,19 @@ def create_app(config_name=None):
     csrf.init_app(app)
     limiter.init_app(app)
 
+    # ── Sentry (optional) ────────────────────────────────────────────────────
+    sentry_dsn = app.config.get('SENTRY_DSN', '')
+    if sentry_dsn:
+        import sentry_sdk
+        from sentry_sdk.integrations.flask import FlaskIntegration
+        sentry_sdk.init(
+            dsn=sentry_dsn,
+            integrations=[FlaskIntegration()],
+            traces_sample_rate=0.1,   # 10 % of requests traced
+            send_default_pii=False,   # no personal data in error reports
+        )
+        logging.getLogger('app').info('Sentry initialised')
+
     from app.routes.auth import auth_bp
     from app.routes.dashboard import dashboard_bp
     from app.routes.accounts import accounts_bp

app/config.py

@@ -36,6 +36,12 @@ class Config:
     SCHWAB_REDIRECT_URI  = os.environ.get('SCHWAB_REDIRECT_URI',
                                           'https://pfm.ngodanguyen.tech/schwab/callback')
 
+    # Sentry error monitoring (optional — leave blank to disable)
+    SENTRY_DSN = os.environ.get('SENTRY_DSN', '')
+
+    # Session idle timeout in minutes (default 60)
+    SESSION_IDLE_MINUTES = int(os.environ.get('SESSION_IDLE_MINUTES', 60))
+
     # Budget alert emails (optional — all four must be set to enable)
     SMTP_HOST     = os.environ.get('SMTP_HOST', '')
     SMTP_PORT     = int(os.environ.get('SMTP_PORT', 587))

app/routes/schwab.py

@@ -149,7 +149,7 @@ def map_accounts():
         for sa in schwab_accounts:
             val = request.form.get(f'pfm_account_{sa.id}', '')
             if val == 'new':
-                pfm_type = ACCOUNT_TYPE_MAP.get(sa.account_type, 'other')
+                pfm_type = ACCOUNT_TYPE_MAP.get(sa.account_type, 'investment')
                 new_acct = Account(
                     name=sa.account_name,
                     account_type=pfm_type,

app/routes/settings.py

@@ -3,6 +3,7 @@ import uuid
 from flask import (Blueprint, render_template, redirect, url_for, flash,
                    request, current_app, send_from_directory)
 from flask_login import login_required, current_user
+from app.utils.audit import audit
 from flask_wtf import FlaskForm
 from flask_wtf.file import FileField, FileAllowed
 from wtforms import (StringField, SelectField, PasswordField, SubmitField,
@@ -171,6 +172,7 @@ def password():
         else:
             current_user.set_password(form.new_password.data)
             db.session.commit()
+            audit('password_changed', f'user={current_user.username}')
             flash('Password changed successfully.', 'success')
             return redirect(url_for('settings.profile'))
     return render_template('settings/password.html', form=form)

app/services/schwab_service.py

@@ -53,8 +53,15 @@ CATEGORY_MAP = {
 
 # Schwab account type → PFM account type
 ACCOUNT_TYPE_MAP = {
-    'CASH':   'checking',
-    'MARGIN': 'investment',
+    'CASH':             'checking',
+    'MARGIN':           'investment',
+    'IRA':              'investment',
+    'ROTH_IRA':         'investment',
+    'ROLLOVER_IRA':     'investment',
+    'TRADITIONAL_IRA':  'investment',
+    '401K':             'investment',
+    'ROTH_401K':        'investment',
+    'BROKERAGE':        'investment',
 }
 
 # Schwab instrument asset type → PFM investment asset type

app/templates/accounts/payments.html

@@ -83,7 +83,7 @@
 
     {% if pagination.pages > 1 %}
     <div class="d-flex justify-content-between align-items-center px-4 py-3" style="border-top:1px solid var(--border);font-size:12px;color:var(--muted);">
-        <span>{{ ((pagination.page-1)*30)+1 }}–{{ [pagination.page*30, pagination.total]|min }} of {{ pagination.total }}</span>
+        <span>Page {{ pagination.page }} of {{ pagination.pages }} &nbsp;·&nbsp; {{ ((pagination.page-1)*30)+1 }}–{{ [pagination.page*30, pagination.total]|min }} of {{ pagination.total }}</span>
         <div class="d-flex gap-1">
             {% if pagination.has_prev %}
             <a href="{{ url_for('accounts.payments', id=account.id, page=pagination.prev_num) }}" class="btn btn-sm btn-outline-secondary" style="font-size:11px;">← Prev</a>

app/templates/ai/history.html

@@ -48,7 +48,7 @@
 
     {% if insights.pages > 1 %}
     <div class="d-flex justify-content-between align-items-center px-4 py-3" style="border-top:1px solid var(--border);font-size:12px;color:var(--muted);">
-        <span>Page {{ insights.page }} of {{ insights.pages }}</span>
+        <span>Page {{ insights.page }} of {{ insights.pages }} &nbsp;·&nbsp; {{ insights.total }} entries</span>
         <div class="d-flex gap-1">
             {% if insights.has_prev %}
             <a href="{{ url_for('ai.history', page=insights.prev_num) }}" class="btn btn-sm btn-outline-secondary" style="font-size:11px;">← Prev</a>

app/templates/transactions/index.html

@@ -120,7 +120,7 @@
     <!-- Pagination -->
     {% if pagination.pages > 1 %}
     <div class="d-flex justify-content-between align-items-center px-4 py-3" style="border-top:1px solid var(--border);font-size:12px;color:var(--muted);">
-        <span>Showing {{ ((pagination.page-1)*30)+1 }}–{{ [pagination.page*30, pagination.total]|min }} of {{ pagination.total }}</span>
+        <span>Page {{ pagination.page }} of {{ pagination.pages }} &nbsp;·&nbsp; {{ ((pagination.page-1)*30)+1 }}–{{ [pagination.page*30, pagination.total]|min }} of {{ pagination.total }}</span>
         <div class="d-flex gap-1">
             {% if pagination.has_prev %}
             <a href="{{ url_for('transactions.index', tab=tab, page=pagination.prev_num, q=search, category_id=category_id, account_id=account_id, date_from=date_from, date_to=date_to) }}" class="btn btn-sm btn-outline-secondary" style="font-size:11px;">← Prev</a>