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Fix linked account balance currency mismatch (#566)

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* Fix linked account balance currency mismatch

When linking accounts from providers (Lunchflow, SimpleFIN, Enable Banking),
the initial sync was creating balances before the correct currency was known.
This caused:
1. Opening anchor entry created with default currency (USD/EUR)
2. First sync created balances with wrong currency
3. Later syncs created balances with correct currency
4. Both currency balances existed, charts showed wrong (zero) values

Changes:
- Add `skip_initial_sync` parameter to `Account.create_and_sync`
- Skip initial sync for linked accounts (provider sync handles it)
- Add currency filter to ChartSeriesBuilder query to only fetch
  balances matching the account's current currency

* Add migration script and add tests

* Update schema.rb

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: sokie <sokysrm@gmail.com>
This commit is contained in:
samuelcseto
2026-01-08 18:23:34 +01:00
committed by GitHub
parent 93a535f0ac
commit cb74856f61
8 changed files with 372 additions and 23 deletions
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db/schema.rb generated
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@@ -10,7 +10,7 @@
#
# It's strongly recommended that you check this file into your version control system.
ActiveRecord::Schema[7.2].define(version: 2026_01_06_152346) do
ActiveRecord::Schema[7.2].define(version: 2026_01_08_131034) do
# These are extensions that must be enabled in order to support this database
enable_extension "pgcrypto"
enable_extension "plpgsql"