06/03 Optimize codes, fix Schwab Account

app/routes/investments.py

@@ -93,6 +93,46 @@ def _recalc_holding(investment):
     db.session.commit()
 
 
+@investments_bp.route('/sync-schwab', methods=['POST'])
+@login_required
+def sync_schwab():
+    """Sync balance + positions for every mapped Schwab account, then return here."""
+    from app.models.schwab_connection import SchwabConnection, SchwabAccount
+    from app.services.schwab_service import sync_account_snapshot
+    import logging
+    log = logging.getLogger(__name__)
+
+    connection = SchwabConnection.query.filter_by(is_active=True).first()
+    if not connection:
+        flash('No active Schwab connection. Connect at the Schwab page first.', 'warning')
+        return redirect(url_for('investments.index'))
+
+    accounts = SchwabAccount.query.filter(
+        SchwabAccount.connection_id == connection.id,
+        SchwabAccount.pfm_account_id != None,
+        SchwabAccount.is_active == True,
+    ).all()
+
+    if not accounts:
+        flash('No Schwab accounts mapped yet. Map them on the Schwab page first.', 'warning')
+        return redirect(url_for('investments.index'))
+
+    total_pos = 0
+    for sa in accounts:
+        try:
+            _, pos = sync_account_snapshot(sa)
+            total_pos += pos
+        except Exception as e:
+            log.error('[schwab] sync_schwab investments failed for %s: %s', sa.account_name, e, exc_info=True)
+            flash(f'Sync failed for {sa.account_name}: {e}', 'danger')
+
+    if total_pos:
+        flash(f'Synced {total_pos} holding(s) from Schwab.', 'success')
+    else:
+        flash('Sync complete — no positions found. Check System Logs for details.', 'info')
+    return redirect(url_for('investments.index'))
+
+
 @investments_bp.route('/')
 @login_required
 def index():