06/02 Optimize app 2

app/routes/reports.py

@@ -217,3 +217,28 @@ def manual_snapshot():
     snap = take_net_worth_snapshot()
     flash(f'Net worth snapshot saved: {snap.snapshot_date.strftime("%B %d, %Y")}', 'success')
     return redirect(url_for('reports.index'))
+
+
+@reports_bp.route('/rebuild-snapshot', methods=['POST'])
+@login_required
+def rebuild_snapshot():
+    """Recalculate all balances then replace today's snapshot with fresh data."""
+    from app.services.account_service import recalc_all
+    from app.models.net_worth_snapshot import NetWorthSnapshot
+
+    recalc_all()
+
+    # Delete today's snapshot so take_net_worth_snapshot() creates a fresh one
+    today = date.today()
+    existing = NetWorthSnapshot.query.filter_by(snapshot_date=today).first()
+    if existing:
+        from app.extensions import db
+        db.session.delete(existing)
+        db.session.commit()
+
+    snap = take_net_worth_snapshot()
+    flash(
+        f'Balances recalculated and snapshot rebuilt for {snap.snapshot_date.strftime("%B %d, %Y")}.',
+        'success'
+    )
+    return redirect(url_for('reports.index'))

app/routes/settings.py

@@ -119,11 +119,29 @@ def _category_choices(txn_type='expense'):
 @settings_bp.route('/')
 @login_required
 def index():
+    from flask import current_app
     upcoming = get_upcoming(days=30)
     rules = RecurringRule.query.filter_by(is_active=True).order_by(RecurringRule.name).all()
+    smtp_ok = all([
+        current_app.config.get('SMTP_HOST'),
+        current_app.config.get('SMTP_USER'),
+        current_app.config.get('SMTP_PASSWORD'),
+        current_app.config.get('ALERT_EMAIL'),
+    ])
     return render_template('settings/index.html',
                            upcoming=upcoming,
-                           rules=rules)
+                           rules=rules,
+                           smtp_ok=smtp_ok,
+                           alert_email=current_app.config.get('ALERT_EMAIL', ''))
+
+
+@settings_bp.route('/recalc-balances', methods=['POST'])
+@login_required
+def recalc_balances():
+    from app.services.account_service import recalc_all
+    recalc_all()
+    flash('All account balances recalculated.', 'success')
+    return redirect(url_for('settings.index'))
 
 
 @settings_bp.route('/profile', methods=['GET', 'POST'])

app/routes/teller.py

@@ -280,6 +280,23 @@ def sync_all():
     return redirect(url_for('teller.sync_preview_view', teller_account_id=mapped[0].id))
 
 
+# ── Full resync (reset last_sync_date so next sync fetches full history) ─────
+
+@teller_bp.route('/resync/<int:teller_account_id>', methods=['POST'])
+@login_required
+def full_resync(teller_account_id):
+    ta = db.get_or_404(TellerAccount, teller_account_id)
+    ta.last_sync_date = None
+    ta.last_teller_txn_id = None
+    db.session.commit()
+    flash(
+        f'{ta.account_name}: reset to full resync. '
+        f'Next sync will fetch the last 90 days — duplicates will be skipped automatically.',
+        'info'
+    )
+    return redirect(url_for('teller.index'))
+
+
 # ── Balance refresh ───────────────────────────────────────────────────────────
 
 @teller_bp.route('/balance/<int:teller_account_id>', methods=['POST'])

app/templates/reports/index.html

@@ -140,12 +140,21 @@
         <div class="pcard">
             <div class="d-flex justify-content-between align-items-center mb-3">
                 <span class="pcard-title mb-0">Net Worth History</span>
+                <div class="d-flex gap-2">
                     <form method="POST" action="{{ url_for('reports.manual_snapshot') }}">
                         <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
                         <button type="submit" class="btn btn-sm btn-outline-secondary" style="font-size:11px;" title="Save today's snapshot">
                             <i class="bi bi-camera me-1"></i>Snapshot Now
                         </button>
                     </form>
+                    <form method="POST" action="{{ url_for('reports.rebuild_snapshot') }}"
+                          onsubmit="return confirm('Recalculate all balances and rebuild today\'s snapshot?\nThis fixes the current net worth data point.')">
+                        <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+                        <button type="submit" class="btn btn-sm btn-outline-warning" style="font-size:11px;" title="Recalculate all balances then rebuild today's snapshot">
+                            <i class="bi bi-arrow-repeat me-1"></i>Rebuild
+                        </button>
+                    </form>
+                </div>
             </div>
             {% if nw_history.count > 1 %}
             <div style="position:relative;height:200px;"><canvas id="nwChart"></canvas></div>

app/templates/settings/index.html

@@ -52,6 +52,53 @@
     </div>
 </div>
 
+<!-- Maintenance + Email Alerts -->
+<div class="row g-3 mt-1">
+    <div class="col-12 col-md-6">
+        <div class="pcard h-100">
+            <div class="pcard-title mb-3">Maintenance</div>
+            <p style="font-size:13px;color:var(--muted);">
+                Recalculate every account balance from scratch using all recorded transactions.
+                Run this after bulk imports or manual adjustments to make sure balances are correct.
+            </p>
+            <form method="POST" action="{{ url_for('settings.recalc_balances') }}"
+                  onsubmit="return confirm('Recalculate all account balances now?')">
+                <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+                <button type="submit" class="btn btn-sm btn-outline-primary">
+                    <i class="bi bi-arrow-repeat me-1"></i>Recalculate All Balances
+                </button>
+            </form>
+        </div>
+    </div>
+    <div class="col-12 col-md-6">
+        <div class="pcard h-100">
+            <div class="pcard-title mb-3">Budget Alert Emails</div>
+            {% if smtp_ok %}
+            <div class="d-flex align-items-center gap-2 mb-2">
+                <i class="bi bi-check-circle-fill text-success"></i>
+                <span style="font-size:13px;">Email alerts enabled → <strong>{{ alert_email }}</strong></span>
+            </div>
+            <p style="font-size:12px;color:var(--muted);">
+                An email is sent automatically when a budget category hits 80% or 100% of its monthly limit.
+            </p>
+            {% else %}
+            <div class="d-flex align-items-center gap-2 mb-2">
+                <i class="bi bi-x-circle-fill text-danger"></i>
+                <span style="font-size:13px;color:var(--muted);">Email alerts not configured</span>
+            </div>
+            <p style="font-size:12px;color:var(--muted);">
+                Add these to your <code>.env</code> file to enable budget alert emails:
+            </p>
+            <pre style="font-size:11px;background:#f8fafc;padding:10px;border-radius:6px;margin:0;overflow-x:auto;">SMTP_HOST=smtp.gmail.com
+SMTP_PORT=587
+SMTP_USER=you@gmail.com
+SMTP_PASSWORD=your-app-password
+ALERT_EMAIL=you@gmail.com</pre>
+            {% endif %}
+        </div>
+    </div>
+</div>
+
 <!-- Upcoming recurring -->
 {% if upcoming %}
 <div class="pcard mt-4">

app/templates/teller/index.html

@@ -84,6 +84,14 @@
                        class="btn btn-sm btn-outline-primary" style="font-size:11px;">
                         <i class="bi bi-cloud-download me-1"></i>Sync
                     </a>
+                    <form method="POST" action="{{ url_for('teller.full_resync', teller_account_id=ta.id) }}"
+                          style="display:inline;"
+                          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.')">
+                        <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+                        <button type="submit" class="btn btn-sm btn-outline-warning" style="font-size:11px;" title="Re-fetch full 90-day history on next sync">
+                            <i class="bi bi-arrow-counterclockwise"></i>
+                        </button>
+                    </form>
                     {% else %}
                     <a href="{{ url_for('teller.map_accounts', enrollment_id=enrollment.enrollment_id) }}"
                        class="btn btn-sm btn-outline-warning" style="font-size:11px;">Map Account</a>