fix: normalize legacy valuation currency comparison

jarca_ledger_mcp/application/account_valuation_service.py

@@ -228,7 +228,7 @@ def select_account_valuation(account_id: str, basis_date: str, as_of: bool = Fal
         clauses = ["account_id=?"]
         params: list[Any] = [account_id]
         if currency:
-            clauses.append("currency=?"); params.append(currency.strip().upper())
+            clauses.append("UPPER(currency)=?"); params.append(currency.strip().upper())
         if valuation_kind:
             clauses.append("valuation_kind=?"); params.append(valuation_kind.strip().lower())
         rows = conn.execute(f"SELECT * FROM account_valuations WHERE {' AND '.join(clauses)} ORDER BY basis_date DESC, recorded_at DESC, id DESC", params).fetchall()

jarca_ledger_mcp/application/assets_service.py

@@ -91,7 +91,7 @@ def _account_valuation_items(conn: sqlite3.Connection, basis_date: str = "", sel
         balance = account.get("last_balance")
         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",
+                "SELECT * FROM account_valuations WHERE account_id=? AND UPPER(currency)=? ORDER BY basis_date DESC, recorded_at DESC, id DESC",
                 (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]

tests/test_issue_12_regressions.py

@@ -439,7 +439,12 @@ def test_legacy_lowercase_krw_account_currency_selects_normalized_valuation(tmp_
     )
     with sqlite3.connect(path) as conn:
         conn.execute("UPDATE accounts SET currency='krw' WHERE id=?", (account,))
+        conn.execute("UPDATE account_valuations SET currency='krw' WHERE account_id=?", (account,))
+    selected = service.select_account_valuation(
+        account, "2026-06-30", currency="KRW", db_path=path,
+    )
     report = service.get_asset_snapshot_report("2026-06-30", db_path=path)
+    assert selected["valuation"]["amount"] == 100
     assert report["total_assets"] == 100
     assert report["excluded_items"] == []