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fix(sync): dashboard sync covers current year plus Nov-Dec of previous

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/sync-bank now uses one shared default window in both implementations:
1 November of the previous year to 31 December of the current year.
Payments dated around New Year are picked up in January; duplicates
are still filtered by Sync ID.

Python used a hardcoded 2026 window and would have stopped syncing on
2027-01-01; Go used the current calendar year only.

Adds make sync-year [YEAR=N] with the same window. The CLI default
without flags (last 30 days) is unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
kacerr
2026-10-08 12:04:59 +02:00
co-authored by Claude Opus 5.5
parent 23633f8cb2
commit 62c6dc2ca0
11 changed files with 91 additions and 12 deletions
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Makefile
+6 -1
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@@ -1,4 +1,4 @@
.PHONY: help fees match web web-py web-debug web-go go-build go-test go-test-all go-parity go-run go-sync-debug go-lint capture-fixtures parity image run sync sync-2026 test test-v docs
.PHONY: help fees match web web-py web-debug web-go go-build go-test go-test-all go-parity go-run go-sync-debug go-lint capture-fixtures parity image run sync sync-2026 sync-year test test-v docs
# Legacy Python implementation lives in legacy/ (Go in go/ is primary).
LEGACY := legacy
@@ -39,6 +39,7 @@ help:
@echo " make sync - Sync Fio transactions to Google Sheets"
@echo " make sync-2025 - Sync Fio transactions for Q4 2025 (Oct-Dec)"
@echo " make sync-2026 - Sync Fio transactions for the whole year of 2026"
@echo " make sync-year [YEAR=N] - Sync Fio transactions for YEAR plus Nov-Dec of the year before (default: current year)"
@echo " make sync-debug [DAYS=N] - Dry-run Python sync with Fio diagnostics and txn table (default DAYS=30)"
@echo " make infer - Infer payment details (Person, Purpose, Amount) in the sheet"
@echo " make reconcile - Show balance report using Google Sheets data"
@@ -130,6 +131,10 @@ sync-2025: $(PYTHON)
sync-2026: $(PYTHON)
$(PYTHON) $(LEGACY)/scripts/sync_fio_to_sheets.py --credentials $(CREDENTIALS) --from 2026-01-01 --to 2026-12-31 --sort-by-date
YEAR ?= $(shell date +%Y)
sync-year: $(PYTHON)
$(PYTHON) $(LEGACY)/scripts/sync_fio_to_sheets.py --credentials $(CREDENTIALS) --from $(shell expr $(YEAR) - 1)-11-01 --to $(YEAR)-12-31 --sort-by-date
sync-debug: $(PYTHON) ## Dry-run Python sync with Fio diagnostics and txn table (default DAYS=30)
$(PYTHON) $(LEGACY)/scripts/sync_fio_to_sheets.py --credentials $(CREDENTIALS) --days $(DAYS) --dry-run --print-fio-table