fix: address account valuation review findings

2026-10-07 00:12:45 +00:00
parent 6a8a27a74e
commit f25b30c750
23 changed files with 1506 additions and 62 deletions
@@ -22,6 +22,7 @@ CREATE TABLE IF NOT EXISTS accounts (
    account_number_masked TEXT NOT NULL DEFAULT '',
    holder_name TEXT NOT NULL DEFAULT '',
    last_balance INTEGER,
+    last_balance_basis_date TEXT NOT NULL DEFAULT '',
    last_synced_at TEXT NOT NULL DEFAULT '',
    statement_status TEXT NOT NULL DEFAULT 'unknown',
    liquidity_bucket TEXT NOT NULL DEFAULT 'other',
@@ -272,6 +273,7 @@ ACCOUNT_ADDITIVE_COLUMNS: dict[str, str] = {
    "account_number_masked": "TEXT NOT NULL DEFAULT ''",
    "holder_name": "TEXT NOT NULL DEFAULT ''",
    "last_balance": "INTEGER",
+    "last_balance_basis_date": "TEXT NOT NULL DEFAULT ''",
    "last_synced_at": "TEXT NOT NULL DEFAULT ''",
    "statement_status": "TEXT NOT NULL DEFAULT 'unknown'",
    "liquidity_bucket": "TEXT NOT NULL DEFAULT 'other'",