23d11bdf6d
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The previous SQLite-direct reader queried `holdings_snapshot` (singular) and `accounts.type` — both wrong against the live wealthfolio schema (plural `holdings_snapshots`, column `account_type`). It silently returned [] via the OperationalError fallback, leaving fire-planner with stale account snapshots. Switch to reading from the wealthfolio_sync PG mirror. The pg-sync sidecar (defined in infra/stacks/wealthfolio) hourly mirrors SQLite to Postgres with a clean schema. We read from `daily_account_valuation` which already has total_value, cost_basis, and explicit fx_rate_to_base per row — no JSON-decoding of position blobs. CLI ingest no longer takes --db-path (no kubectl-exec gymnastics); reads WEALTHFOLIO_SYNC_DB_CONNECTION_STRING from env. Falls back to DB_CONNECTION_STRING for single-DB local dev. 13 new tests covering: latest-per-account, multi-currency FX, explicit as-of, empty mirror, null cost_basis, full pipeline through upsert. 140 tests pass; mypy strict + ruff clean. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com> |
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| .. | ||
| __init__.py | ||
| conftest.py | ||
| test_cli.py | ||
| test_db_schema.py | ||
| test_e2e.py | ||
| test_ingest_wealthfolio_pg.py | ||
| test_reporters_pg.py | ||
| test_returns.py | ||
| test_scenarios.py | ||
| test_simulator.py | ||
| test_strategies.py | ||
| test_tax_base.py | ||
| test_tax_other_regimes.py | ||
| test_tax_uk.py | ||