06/01 Optimize account balances

app/routes/teller.py

@@ -279,14 +279,58 @@ def refresh_balance(teller_account_id):
     try:
         bal_data = get_balance(ta.enrollment.access_token, ta.teller_account_id)
         available = float(bal_data.get('available') or bal_data.get('ledger') or 0)
+        ledger    = float(bal_data.get('ledger')    or bal_data.get('available') or 0)
         ta.pfm_account.balance = available
         db.session.commit()
-        return jsonify({'balance': available, 'status': 'ok'})
+        log.info('[teller] balance refreshed for %s: available=%.2f ledger=%.2f',
+                 ta.account_name, available, ledger)
+        return jsonify({
+            'status':    'ok',
+            'available': available,
+            'ledger':    ledger,
+            'account':   ta.account_name,
+        })
     except Exception as e:
-        log.error('[teller] balance refresh failed for teller_account_id=%s: %s', teller_account_id, e, exc_info=True)
+        log.error('[teller] balance refresh failed for teller_account_id=%s: %s',
+                  teller_account_id, e, exc_info=True)
         return jsonify({'error': str(e)}), 502
 
 
+@teller_bp.route('/balance/all', methods=['POST'])
+@login_required
+def refresh_all_balances():
+    """Refresh live balances for every mapped Teller account across all enrollments."""
+    enrollments = TellerEnrollment.query.filter_by(is_active=True).all()
+    refreshed, failed = [], []
+
+    for enrollment in enrollments:
+        for ta in enrollment.accounts.filter_by(is_active=True).all():
+            if not ta.pfm_account_id:
+                continue
+            try:
+                bal_data  = get_balance(enrollment.access_token, ta.teller_account_id)
+                available = float(bal_data.get('available') or bal_data.get('ledger') or 0)
+                ta.pfm_account.balance = available
+                refreshed.append(ta.account_name)
+                log.info('[teller] balance refreshed: %s = %.2f', ta.account_name, available)
+            except Exception as exc:
+                failed.append(ta.account_name)
+                log.error('[teller] balance refresh failed for %s: %s',
+                          ta.account_name, exc, exc_info=True)
+
+    if refreshed or failed:
+        db.session.commit()
+
+    if refreshed:
+        flash(f'Balances updated for: {", ".join(refreshed)}.', 'success')
+    if failed:
+        flash(f'Failed to refresh: {", ".join(failed)}. Check System Logs for details.', 'danger')
+    if not refreshed and not failed:
+        flash('No mapped accounts found to refresh.', 'warning')
+
+    return redirect(url_for('teller.index'))
+
+
 # ── Disconnect ────────────────────────────────────────────────────────────────
 
 @teller_bp.route('/disconnect/<int:enrollment_db_id>', methods=['POST'])