Fix Review 63 snapshot and balance regressions

This commit is contained in:
2026-10-07 08:16:30 +00:00
parent 3b5101128d
commit 77070b8164
4 changed files with 306 additions and 15 deletions
@@ -25,6 +25,8 @@ def create_ledger_account(name: str, type: str = "bank", institution: str = "",
try:
basis_date = normalize_date(last_balance_basis_date, default_today=False) if last_balance_basis_date else ""
except Exception as e: return fail("validation_error", str(e))
if basis_date and (last_balance is None or last_balance == ""):
return fail("validation_error", "last_balance_basis_date requires last_balance")
with db(db_path) as conn:
conn.execute("INSERT INTO accounts(id,name,type,institution,currency,active,memo,account_number_masked,holder_name,last_balance,last_balance_basis_date,last_synced_at,statement_status,liquidity_bucket,created_at,updated_at) VALUES(?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)", (account_id,name.strip(),type,institution,currency.upper(),int(active),memo,account_number_masked,holder_name,last_balance,basis_date,last_synced_at,statement_status_norm,liquidity_bucket_norm,ts,ts))
row = conn.execute("SELECT * FROM accounts WHERE id=?", (account_id,)).fetchone()