06/03 Optimize codes, fix Schwab Account sync error 2

app/templates/schwab/index.html

@@ -89,10 +89,22 @@ SCHWAB_REDIRECT_URI=https://pfm.ngodanguyen.tech/schwab/callback</pre>
         </div>
         <div class="d-flex align-items-center gap-2 flex-shrink-0 ms-2">
             {% if sa.pfm_account %}
+            <!-- Sync balance + investment positions -->
+            <form method="POST" action="{{ url_for('schwab.sync_snapshot', schwab_account_id=sa.id) }}"
+                  style="display:inline;">
+                <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+                <button type="submit" class="btn btn-sm btn-outline-success" style="font-size:11px;"
+                        title="Pull live balance and investment positions from Schwab">
+                    <i class="bi bi-arrow-clockwise me-1"></i>Balance &amp; Positions
+                </button>
+            </form>
+            <!-- Sync transactions -->
             <a href="{{ url_for('schwab.sync_preview_view', schwab_account_id=sa.id) }}"
-               class="btn btn-sm btn-outline-primary" style="font-size:11px;">
-                <i class="bi bi-cloud-download me-1"></i>Sync
+               class="btn btn-sm btn-outline-primary" style="font-size:11px;"
+               title="Import new transactions">
+                <i class="bi bi-cloud-download me-1"></i>Transactions
             </a>
+            <!-- Reset sync cursor -->
             <form method="POST" action="{{ url_for('schwab.full_resync', schwab_account_id=sa.id) }}"
                   style="display:inline;"
                   onsubmit="return confirm('Reset sync cursor for {{ sa.account_name }}?\nNext sync re-fetches 90 days. Duplicates are skipped.')">