06/03 Optimize codes, Schwab account

2026-06-03 14:50:36 -04:00
parent 302fbf5fe2
commit 4834cb1c73
1 changed files with 3 additions and 1 deletions
@@ -329,8 +329,10 @@ def get_portfolio_summary():
    Also returns per-account groups for investments that are linked to an account
    (e.g. separate Schwab Individual vs Roth IRA views).
    """
+    from sqlalchemy import func
    investments = Investment.query.filter_by(is_active=True).order_by(
-        Investment.account_id.asc().nullslast(),
+        func.isnull(Investment.account_id),   # 0 for linked, 1 for NULL → linked first
+        Investment.account_id,
        Investment.asset_type,
        Investment.asset_name,
    ).all()