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06/03 Optimize codes, Schwab account

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nngo
2026-06-03 15:52:23 -04:00
parent 90c502d52b
commit 4af31a611e
1 changed files with 6 additions and 2 deletions
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app/services/schwab_service.py
+6 -2
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@@ -247,14 +247,18 @@ def sync_account_snapshot(schwab_account):
instrument = pos.get('instrument') or {} instrument = pos.get('instrument') or {}
asset_key = instrument.get('assetType', '') asset_key = instrument.get('assetType', '')
symbol = (instrument.get('symbol') or '').upper().strip() symbol = (instrument.get('symbol') or '').upper().strip()
long_qty = float(pos.get('longQuantity') or 0) # Use longQuantity; fall back to settledLongQuantity for positions that
# were just purchased and haven't fully settled yet (T+1 / T+2).
long_qty = float(pos.get('longQuantity') or
pos.get('settledLongQuantity') or 0)
pfm_type = ASSET_TYPE_MAP.get(asset_key) pfm_type = ASSET_TYPE_MAP.get(asset_key)
log.debug('[schwab] position: symbol=%s assetType=%s longQty=%s pfm_type=%s', log.debug('[schwab] position: symbol=%s assetType=%s longQty=%s pfm_type=%s',
symbol, asset_key, long_qty, pfm_type) symbol, asset_key, long_qty, pfm_type)
# Skip unknowns, empty symbols, and zero-quantity positions # Skip empty symbols and zero-quantity positions
if not symbol or long_qty <= 0: if not symbol or long_qty <= 0:
log.debug('[schwab] skipping %s — qty=%s symbol=%r', asset_key, long_qty, symbol)
continue continue
# Fall back to 'other' if the asset type isn't in our map # Fall back to 'other' if the asset type isn't in our map
if not pfm_type: if not pfm_type: