docs(ibkr): change Flex date range from Last Business Day → Last 90 Days
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Trailing window backed by SyncRecordStore dedup is strictly better than
a single-day window — a single missed cron run with Last Business Day
loses that day's activity permanently. SyncRecordStore is keyed by
ibkr:trade:<tradeID> / ibkr:cash:<transactionID>, so overlapping pulls
are no-ops.

Caught during the brainstorming review.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
This commit is contained in:
Viktor Barzin 2026-05-27 09:11:57 +00:00
parent 0ab069349f
commit 30af5fe2c9
3 changed files with 22 additions and 11 deletions

View file

@ -39,8 +39,11 @@ a new query named `broker-sync-activity` with:
**Date Format:** `yyyy-MM-dd`. **Time Format:** `HH:mm:ss` (no timezone
suffix — ibflex 1.1 rejects timezone abbreviations in the time field).
**Date Range:** `Last Business Day` for daily incremental. Switch to
`Year to Date` only for one-off backfills.
**Date Range:** `Last 90 Days` — trailing window so a missed cron run
doesn't lose data. SyncRecordStore (keyed by `external_id`) makes
overlapping pulls idempotent. For a one-off historical backfill, widen
temporarily to `Year to Date` or `Custom Date Range`, run once, then
switch back.
## Cash type mapping