06/03 Optimize app

2026-06-03 16:06:30 -04:00
parent 4af31a611e
commit ec1c0fc7c1
14 changed files with 447 additions and 12 deletions
@@ -0,0 +1,85 @@
+#!/usr/bin/env python3
+"""
+Schwab daily auto-sync — balance, positions, and transactions.
+
+Add to crontab (crontab -e):
+    # Sync Schwab every day at 7 AM
+    0 7 * * * /home/pfm/venv/bin/python /home/pfm/web/scripts/sync_schwab.py >> /home/pfm/web/logs/sync_schwab.log 2>&1
+
+Or run manually:
+    python scripts/sync_schwab.py
+"""
+import sys
+import os
+import logging
+from datetime import datetime
+
+sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
+
+from app import create_app
+from app.extensions import db
+
+logging.basicConfig(
+    level=logging.INFO,
+    format='%(asctime)s|%(levelname)s|%(message)s',
+    datefmt='%Y-%m-%d %H:%M:%S',
+)
+log = logging.getLogger(__name__)
+
+app = create_app()
+
+with app.app_context():
+    from app.models.schwab_connection import SchwabConnection, SchwabAccount
+    from app.services.schwab_service import (
+        sync_account_snapshot, sync_preview, import_transactions,
+    )
+
+    connection = SchwabConnection.query.filter_by(is_active=True).first()
+    if not connection:
+        log.warning('[sync_schwab] No active Schwab connection — skipping.')
+        sys.exit(0)
+
+    # Warn if refresh token is close to expiry
+    if connection.refresh_token_expires_at:
+        days_left = (connection.refresh_token_expires_at - datetime.utcnow()).days
+        if days_left <= 2:
+            log.warning('[sync_schwab] Schwab refresh token expires in %d day(s)! '
+                        'Log in and reconnect at /schwab/connect.', days_left)
+
+    accounts = SchwabAccount.query.filter(
+        SchwabAccount.pfm_account_id != None,
+        SchwabAccount.is_active == True,
+    ).all()
+
+    if not accounts:
+        log.warning('[sync_schwab] No mapped Schwab accounts found.')
+        sys.exit(0)
+
+    log.info('[sync_schwab] Syncing %d account(s)…', len(accounts))
+
+    for sa in accounts:
+        sa.connection = connection   # always use active connection
+
+        # ── 1. Balance + positions ────────────────────────────────────────────
+        try:
+            bal_updated, pos_synced = sync_account_snapshot(sa)
+            log.info('[sync_schwab] %s — balance updated=%s positions=%d',
+                     sa.account_name, bal_updated, pos_synced)
+        except Exception as e:
+            log.error('[sync_schwab] snapshot failed for %s: %s', sa.account_name, e,
+                      exc_info=True)
+
+        # ── 2. New transactions ───────────────────────────────────────────────
+        try:
+            preview = sync_preview(sa)
+            if preview:
+                imported, skipped = import_transactions(preview, sa)
+                log.info('[sync_schwab] %s — transactions: imported=%d skipped=%d',
+                         sa.account_name, imported, skipped)
+            else:
+                log.info('[sync_schwab] %s — no new transactions.', sa.account_name)
+        except Exception as e:
+            log.error('[sync_schwab] transaction sync failed for %s: %s',
+                      sa.account_name, e, exc_info=True)
+
+    log.info('[sync_schwab] Done.')