06/02 Optimize app 2
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@@ -217,3 +217,28 @@ def manual_snapshot():
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snap = take_net_worth_snapshot()
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flash(f'Net worth snapshot saved: {snap.snapshot_date.strftime("%B %d, %Y")}', 'success')
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return redirect(url_for('reports.index'))
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@reports_bp.route('/rebuild-snapshot', methods=['POST'])
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@login_required
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def rebuild_snapshot():
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"""Recalculate all balances then replace today's snapshot with fresh data."""
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from app.services.account_service import recalc_all
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from app.models.net_worth_snapshot import NetWorthSnapshot
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recalc_all()
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# Delete today's snapshot so take_net_worth_snapshot() creates a fresh one
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today = date.today()
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existing = NetWorthSnapshot.query.filter_by(snapshot_date=today).first()
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if existing:
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from app.extensions import db
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db.session.delete(existing)
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db.session.commit()
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snap = take_net_worth_snapshot()
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flash(
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f'Balances recalculated and snapshot rebuilt for {snap.snapshot_date.strftime("%B %d, %Y")}.',
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'success'
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)
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return redirect(url_for('reports.index'))
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+19
-1
@@ -119,11 +119,29 @@ def _category_choices(txn_type='expense'):
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@settings_bp.route('/')
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@login_required
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def index():
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from flask import current_app
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upcoming = get_upcoming(days=30)
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rules = RecurringRule.query.filter_by(is_active=True).order_by(RecurringRule.name).all()
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smtp_ok = all([
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current_app.config.get('SMTP_HOST'),
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current_app.config.get('SMTP_USER'),
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current_app.config.get('SMTP_PASSWORD'),
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current_app.config.get('ALERT_EMAIL'),
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])
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return render_template('settings/index.html',
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upcoming=upcoming,
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rules=rules)
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rules=rules,
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smtp_ok=smtp_ok,
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alert_email=current_app.config.get('ALERT_EMAIL', ''))
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@settings_bp.route('/recalc-balances', methods=['POST'])
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@login_required
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def recalc_balances():
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from app.services.account_service import recalc_all
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recalc_all()
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flash('All account balances recalculated.', 'success')
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return redirect(url_for('settings.index'))
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@settings_bp.route('/profile', methods=['GET', 'POST'])
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@@ -280,6 +280,23 @@ def sync_all():
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return redirect(url_for('teller.sync_preview_view', teller_account_id=mapped[0].id))
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# ── Full resync (reset last_sync_date so next sync fetches full history) ─────
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@teller_bp.route('/resync/<int:teller_account_id>', methods=['POST'])
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@login_required
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def full_resync(teller_account_id):
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ta = db.get_or_404(TellerAccount, teller_account_id)
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ta.last_sync_date = None
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ta.last_teller_txn_id = None
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db.session.commit()
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flash(
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f'{ta.account_name}: reset to full resync. '
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f'Next sync will fetch the last 90 days — duplicates will be skipped automatically.',
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'info'
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)
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return redirect(url_for('teller.index'))
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# ── Balance refresh ───────────────────────────────────────────────────────────
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@teller_bp.route('/balance/<int:teller_account_id>', methods=['POST'])
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@@ -140,12 +140,21 @@
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<div class="pcard">
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<div class="d-flex justify-content-between align-items-center mb-3">
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<span class="pcard-title mb-0">Net Worth History</span>
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<form method="POST" action="{{ url_for('reports.manual_snapshot') }}">
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<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
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<button type="submit" class="btn btn-sm btn-outline-secondary" style="font-size:11px;" title="Save today's snapshot">
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<i class="bi bi-camera me-1"></i>Snapshot Now
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</button>
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</form>
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<div class="d-flex gap-2">
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<form method="POST" action="{{ url_for('reports.manual_snapshot') }}">
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<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
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<button type="submit" class="btn btn-sm btn-outline-secondary" style="font-size:11px;" title="Save today's snapshot">
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<i class="bi bi-camera me-1"></i>Snapshot Now
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</button>
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</form>
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<form method="POST" action="{{ url_for('reports.rebuild_snapshot') }}"
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onsubmit="return confirm('Recalculate all balances and rebuild today\'s snapshot?\nThis fixes the current net worth data point.')">
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<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
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<button type="submit" class="btn btn-sm btn-outline-warning" style="font-size:11px;" title="Recalculate all balances then rebuild today's snapshot">
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<i class="bi bi-arrow-repeat me-1"></i>Rebuild
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</button>
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</form>
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</div>
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</div>
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{% if nw_history.count > 1 %}
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<div style="position:relative;height:200px;"><canvas id="nwChart"></canvas></div>
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@@ -52,6 +52,53 @@
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</div>
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</div>
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<!-- Maintenance + Email Alerts -->
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<div class="row g-3 mt-1">
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<div class="col-12 col-md-6">
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<div class="pcard h-100">
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<div class="pcard-title mb-3">Maintenance</div>
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<p style="font-size:13px;color:var(--muted);">
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Recalculate every account balance from scratch using all recorded transactions.
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Run this after bulk imports or manual adjustments to make sure balances are correct.
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</p>
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<form method="POST" action="{{ url_for('settings.recalc_balances') }}"
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onsubmit="return confirm('Recalculate all account balances now?')">
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<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
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<button type="submit" class="btn btn-sm btn-outline-primary">
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<i class="bi bi-arrow-repeat me-1"></i>Recalculate All Balances
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</button>
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</form>
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</div>
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</div>
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<div class="col-12 col-md-6">
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<div class="pcard h-100">
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<div class="pcard-title mb-3">Budget Alert Emails</div>
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{% if smtp_ok %}
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<div class="d-flex align-items-center gap-2 mb-2">
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<i class="bi bi-check-circle-fill text-success"></i>
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<span style="font-size:13px;">Email alerts enabled → <strong>{{ alert_email }}</strong></span>
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</div>
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<p style="font-size:12px;color:var(--muted);">
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An email is sent automatically when a budget category hits 80% or 100% of its monthly limit.
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</p>
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{% else %}
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<div class="d-flex align-items-center gap-2 mb-2">
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<i class="bi bi-x-circle-fill text-danger"></i>
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<span style="font-size:13px;color:var(--muted);">Email alerts not configured</span>
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</div>
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<p style="font-size:12px;color:var(--muted);">
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Add these to your <code>.env</code> file to enable budget alert emails:
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</p>
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<pre style="font-size:11px;background:#f8fafc;padding:10px;border-radius:6px;margin:0;overflow-x:auto;">SMTP_HOST=smtp.gmail.com
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SMTP_PORT=587
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SMTP_USER=you@gmail.com
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SMTP_PASSWORD=your-app-password
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ALERT_EMAIL=you@gmail.com</pre>
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{% endif %}
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</div>
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</div>
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</div>
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<!-- Upcoming recurring -->
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{% if upcoming %}
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<div class="pcard mt-4">
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@@ -84,6 +84,14 @@
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class="btn btn-sm btn-outline-primary" style="font-size:11px;">
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<i class="bi bi-cloud-download me-1"></i>Sync
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</a>
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<form method="POST" action="{{ url_for('teller.full_resync', teller_account_id=ta.id) }}"
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style="display:inline;"
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onsubmit="return confirm('Reset sync cursor for {{ ta.account_name }}?\nThe next Sync will re-fetch the last 90 days. Already-imported transactions will be skipped.')">
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<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
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<button type="submit" class="btn btn-sm btn-outline-warning" style="font-size:11px;" title="Re-fetch full 90-day history on next sync">
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<i class="bi bi-arrow-counterclockwise"></i>
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</button>
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</form>
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{% else %}
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<a href="{{ url_for('teller.map_accounts', enrollment_id=enrollment.enrollment_id) }}"
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class="btn btn-sm btn-outline-warning" style="font-size:11px;">Map Account</a>
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