fix: normalize legacy valuation currency comparison

2026-10-06 10:14:23 +00:00
parent 367583522b
commit 399d0923be
3 changed files with 7 additions and 2 deletions
@@ -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()