Files
sure/app
Serge L 5a43f123c2 feat(balance): Incremental ForwardCalculator — only recalculate from changed date forward (#1151)
* feat(balance): incremental ForwardCalculator — only recalculate from changed date forward

When a Sync record carries a window_start_date, ForwardCalculator now
seeds its starting balances from the persisted DB balance for
window_start_date - 1, then iterates only from window_start_date to
calc_end_date.  This avoids recomputing every daily balance on a
long-lived account when a single transaction changes.

Key changes:
- Account::Syncer passes sync.window_start_date to Balance::Materializer
- Balance::Materializer accepts window_start_date and forwards it to
  ForwardCalculator; purge_stale_balances uses opening_anchor_date as the
  lower bound in incremental mode so pre-window balances are not deleted
- Balance::ForwardCalculator accepts window_start_date; resolve_starting_balances
  loads end_cash_balance/end_non_cash_balance from the prior DB record and
  falls back to full recalculation when no prior record exists
- Tests added for incremental correctness, fallback behaviour, and purge safety

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

# Conflicts:
#	app/models/balance/materializer.rb

* Enhance fallback logic on ForwardCalculator and Materializer

* fix(balance): address CodeRabbit review issues on incremental ForwardCalculator

- materializer.rb: handle empty sorted_balances in incremental mode by still
  purging stale tail balances beyond window_start_date - 1, preventing orphaned
  future rows when a transaction is deleted and the recalc window produces no rows

- materializer_test.rb: stub incremental? alongside calculate in the incremental
  sync test so the guard in ForwardCalculator#incremental? doesn't raise when
  @fell_back is nil (never set because calculate was stubbed out)

- materializer_test.rb: correct window_start_date in the fallback test from
  3.days.ago to 2.days.ago so window_start_date - 1 hits a date with no
  persisted balance, correctly triggering full recalculation instead of
  accidentally seeding from the stale wrong_pre_window balance

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(balance): multi-currency fallback to full recalculation and add corresponding tests

* address coderabbit comment about test

* Make the foreign-currency precondition explicit in the test setup.

---------

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-15 21:29:01 +01:00
..
2026-03-06 10:16:14 +01:00
2026-03-11 15:54:01 +01:00