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fix: classify conditional previews and normalize currency

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gitea-impl-agent
2026-10-06 10:01:46 +00:00
parent 2a6076e86b
commit 367583522b
2 changed files with 33 additions and 3 deletions
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jarca_ledger_mcp/application/assets_service.py
+10 -3
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@@ -92,7 +92,7 @@ def _account_valuation_items(conn: sqlite3.Connection, basis_date: str = "", sel
if basis_date:
valuation_rows = conn.execute(
"SELECT * FROM account_valuations WHERE account_id=? AND currency=? ORDER BY basis_date DESC, recorded_at DESC, id DESC",
(account["id"], account.get("currency") or "KRW"),
(account["id"], base["currency"]),
).fetchall()
leaves = [v for v in valuation_rows if conn.execute("SELECT 1 FROM account_valuations WHERE supersedes_id=?", (v["id"],)).fetchone() is None]
if account_type == "investment":
@@ -427,8 +427,15 @@ def preview_asset_snapshot_close(basis_date: str = "", db_path: str | None = Non
with db(db_path) as conn:
preview = _snapshot_preview_from_conn(conn, basis, selection_policy)
preview["selection_policy"] = selection_policy
blocking = [w for w in preview["warnings"] if w.get("blocking", True) and w.get("code", "").startswith(("missing_", "future_", "unknown_", "unverified", "ambiguous_", "stale_"))]
preview["close_status"] = "complete_exact" if selection_policy == "exact" and not blocking else "incomplete_draft"
approval_eligible = [w for w in preview["warnings"] if w.get("blocking", True) and w.get("code", "").startswith(("missing_", "future_", "unknown_", "unverified", "ambiguous_"))]
carried_items = [item for item in preview["included_items"] if item.get("carried_forward")]
other_blocking = [w for w in preview["warnings"] if w.get("blocking", True) and w.get("code", "").startswith("stale_") and not carried_items]
if other_blocking:
preview["close_status"] = "incomplete_draft"
elif approval_eligible or carried_items:
preview["close_status"] = "conditional"
else:
preview["close_status"] = "complete_exact"
preview.pop("_candidate_state_hashes", None)
return ok(**preview)