Bug witnessed 2026-05-01: dashboard "Net worth (current)" showed £88k
instead of £1.03M because at 02:00 UTC an external trigger refreshed
ONE account (Trading212 ISA), creating its 05-01 daily_account_valuation
row. The 5 other accounts still had their last row at 04-30. The panel
SQL `WHERE valuation_date = (SELECT MAX(valuation_date))` then summed
only the single account that had a 05-01 row.
Two new SQL patterns adopted across all 15 affected panels:
1. Stat / barchart "current snapshot" panels (1, 2, 3, 4, 11, 14, 15,
16): latest-per-account stitching —
WITH latest AS (SELECT DISTINCT ON (d.account_id) ...
FROM daily_account_valuation d
JOIN accounts a ON a.id = d.account_id
ORDER BY d.account_id, d.valuation_date DESC)
gives a coherent "now" snapshot regardless of refresh skew, and
the inner join filters out orphan/deleted accounts (one such was
adding a stale £33k from 04-17). 12-month panels add a parallel
`ago` CTE picking each account's row closest to (d_now - 12mo).
2. Time-series / yearly panels (5, 6, 7, 8, 9, 12, 13): complete-days-
only filter —
WITH active_accounts AS (SELECT COUNT(*) FROM accounts),
complete_dates AS (SELECT valuation_date
FROM daily_account_valuation d
JOIN accounts a ON a.id=d.account_id
GROUP BY valuation_date
HAVING COUNT(*) >= active.n)
so a partial today never renders as a chart dip. The day rejoins
the chart automatically once the daily 16:00 UTC sync writes rows
for every account.
Verified end-to-end against live PG: new queries produce £1,033,734
(matches the 6 active accounts' true latest sum) where the old query
gave £88k.