fix: address account valuation review findings

2026-10-06 14:43:29 +00:00
parent 399d0923be
commit 6a8a27a74e
34 changed files with 1940 additions and 131 deletions
@@ -65,9 +65,16 @@ def _source_coverage(
            "is_closed_snapshot": bool(asset_report.get("is_closed_snapshot", False)),
            "net_worth": asset_report.get("net_worth"),
            "close_status": asset_report.get("close_status", ""),
+            "approval": asset_report.get("approval", {}),
+            "correction": asset_report.get("correction", {}),
            "warnings": asset_report.get("warnings", []),
+            "provenance": asset_report.get(
+                "provenance", {"valuation_date": "", "warnings": [], "exclusions": []}
+            ),
            "missing_items": [item for item in asset_report.get("excluded_items", []) if "missing" in str(item.get("reason", ""))],
-            "carried_items": [item for item in asset_report.get("included_items", []) if item.get("carried_forward")],
+            "excluded_items": asset_report.get("excluded_items", []),
+            "carried_items": asset_report.get("carried_items", asset_report.get("included_items", [])),
+            "monthly_source_snapshot_id": asset_report.get("snapshot_run_id", ""),
        },
    }