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'])

app/templates/teller/index.html

@@ -3,6 +3,15 @@
 {% block page_title %}Bank Connections{% endblock %}
 
 {% block topbar_actions %}
+{% if enrollments %}
+<form method="POST" action="{{ url_for('teller.refresh_all_balances') }}" class="d-inline">
+    <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+    <button type="submit" class="btn btn-sm btn-outline-secondary me-1" style="font-size:12px;"
+            title="Pull live balances from your bank for all connected accounts">
+        <i class="bi bi-arrow-clockwise me-1"></i>Refresh All Balances
+    </button>
+</form>
+{% endif %}
 <button id="tellerConnectBtn" class="btn btn-sm btn-primary" style="font-size:12px;"
     {% if not teller_app_id %}title="TELLER_APP_ID not set in .env" style="opacity:.6;"{% endif %}>
     <i class="bi bi-bank me-1"></i>Connect a Bank
@@ -33,30 +42,44 @@
 
             {% for ta in accounts %}
             <div class="d-flex justify-content-between align-items-center py-2" style="border-top:1px solid var(--border);">
-                <div class="d-flex align-items-center gap-2">
+                <div class="d-flex align-items-center gap-2" style="min-width:0;">
-                    <div style="width:32px;height:32px;border-radius:8px;background:#dbeafe;color:#1e40af;display:flex;align-items:center;justify-content:center;font-size:14px;">
+                    <div style="width:32px;height:32px;border-radius:8px;background:#dbeafe;color:#1e40af;display:flex;align-items:center;justify-content:center;font-size:14px;flex-shrink:0;">
                         <i class="bi {% if ta.account_subtype == 'credit_card' %}bi-credit-card{% elif ta.account_subtype == 'savings' %}bi-piggy-bank{% else %}bi-bank{% endif %}"></i>
                     </div>
-                    <div>
+                    <div style="min-width:0;">
-                        <div style="font-size:13px;font-weight:500;">{{ ta.account_name }}</div>
+                        <div class="d-flex align-items-center gap-2 flex-wrap">
+                            <span style="font-size:13px;font-weight:500;">{{ ta.account_name }}</span>
+                            {% if ta.pfm_account %}
+                            {# Balance display — updated in-place by refreshBalance() #}
+                            <span id="bal-{{ ta.id }}" class="mono"
+                                  style="font-size:13px;font-weight:600;color:var(--text);">
+                                {{ ta.pfm_account.balance | currency }}
+                            </span>
+                            {% if ta.last_sync_date %}
+                            <span style="font-size:10px;color:var(--muted);">
+                                synced {{ ta.last_sync_date.strftime('%b %d') }}
+                            </span>
+                            {% endif %}
+                            {% endif %}
+                        </div>
                         <div style="font-size:11px;color:var(--muted);">
                             {{ ta.account_subtype | replace('_',' ') | title }}
                             {% if ta.pfm_account %}
-                            · Mapped to <strong>{{ ta.pfm_account.name }}</strong>
+                            · <span style="color:var(--muted);">{{ ta.pfm_account.name }}</span>
                             {% else %}
                             · <span style="color:#f59e0b;">Not mapped</span>
                             {% endif %}
                         </div>
                     </div>
                 </div>
-                <div class="d-flex align-items-center gap-2">
+                <div class="d-flex align-items-center gap-2 flex-shrink-0 ms-2">
                     {% if ta.pfm_account %}
-                    <!-- Balance refresh -->
+                    <button id="refbtn-{{ ta.id }}"
-                    <button onclick="refreshBalance({{ ta.id }}, this)"
+                            onclick="refreshBalance({{ ta.id }}, this)"
-                        class="btn btn-sm btn-outline-secondary" style="font-size:11px;" title="Refresh live balance">
+                            class="btn btn-sm btn-outline-secondary" style="font-size:11px;"
+                            title="Pull live balance from bank">
                         <i class="bi bi-arrow-clockwise"></i>
                     </button>
-                    <!-- Sync transactions -->
                     <a href="{{ url_for('teller.sync_preview_view', teller_account_id=ta.id) }}"
                        class="btn btn-sm btn-outline-primary" style="font-size:11px;">
                         <i class="bi bi-cloud-download me-1"></i>Sync
@@ -182,7 +205,8 @@ initTellerConnect(document.getElementById('tellerConnectBtn2'));
 
 function refreshBalance(taId, btn) {
     btn.disabled = true;
-    btn.innerHTML = '<i class="bi bi-hourglass-split"></i>';
+    btn.innerHTML = '<span class="spinner-border spinner-border-sm"></span>';
+
     fetch('/teller/balance/' + taId, {
         method: 'POST',
         headers: { 'X-CSRFToken': CSRF },
@@ -191,20 +215,38 @@ function refreshBalance(taId, btn) {
     .then(data => {
         btn.disabled = false;
         btn.innerHTML = '<i class="bi bi-arrow-clockwise"></i>';
-        if (data.balance != null) {
+
+        if (data.available != null) {
             const sym = '{{ current_user.currency_symbol }}';
-            btn.title = 'Balance: ' + sym + parseFloat(data.balance).toLocaleString(undefined, {minimumFractionDigits:2});
+            const fmt = v => sym + parseFloat(v).toLocaleString(undefined, {minimumFractionDigits:2, maximumFractionDigits:2});
+
+            // Update inline balance display
+            const balEl = document.getElementById('bal-' + taId);
+            if (balEl) {
+                balEl.textContent = fmt(data.available);
+                balEl.style.color = '#10b981';
+                setTimeout(() => balEl.style.color = '', 2500);
+            }
+
+            // Show available vs ledger in button tooltip
+            const ledgerNote = (data.ledger !== data.available)
+                ? ` · Ledger: ${fmt(data.ledger)}`
+                : '';
+            btn.title = `Available: ${fmt(data.available)}${ledgerNote} — updated just now`;
             btn.style.color = '#10b981';
-            setTimeout(() => btn.style.color = '', 3000);
+            setTimeout(() => { btn.style.color = ''; btn.title = 'Pull live balance from bank'; }, 3000);
         } else {
-            btn.title = data.error || 'Failed';
+            btn.title = data.error || 'Refresh failed';
             btn.style.color = '#ef4444';
-            setTimeout(() => btn.style.color = '', 3000);
+            setTimeout(() => { btn.style.color = ''; btn.title = 'Pull live balance from bank'; }, 4000);
         }
     })
     .catch(() => {
         btn.disabled = false;
         btn.innerHTML = '<i class="bi bi-arrow-clockwise"></i>';
+        btn.title = 'Network error — try again';
+        btn.style.color = '#ef4444';
+        setTimeout(() => { btn.style.color = ''; btn.title = 'Pull live balance from bank'; }, 4000);
     });
 }
 </script>