Commit Graph

3 Commits

Author SHA1 Message Date
samuelcseto
cb74856f61 Fix linked account balance currency mismatch (#566)
* 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

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Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: sokie <sokysrm@gmail.com>
2026-01-08 18:23:34 +01:00
Zach Gollwitzer
f7f6ebb091 Use new balance components in activity feed (#2511)
* Balance reconcilations with new components

* Fix materializer and test assumptions

* Fix investment valuation calculations and recon display

* Lint fixes

* Balance series uses new component fields
2025-07-23 18:15:14 -04:00
Zach Gollwitzer
6e202bd7ec Improve chart performance and gapfilling (#2306) 2025-05-25 20:40:18 -04:00