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

/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:
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
+6 -5
View File
@@ -30,7 +30,7 @@ from views import (
adapt_junior_members,
)
from cache_utils import get_sheet_modified_time, read_cache, write_cache, _LAST_CHECKED, flush_cache
from sync_fio_to_sheets import sync_to_sheets
from sync_fio_to_sheets import sync_to_sheets, default_sync_window
from infer_payments import infer_payments
def get_cached_data(cache_key, sheet_id, fetch_func, *args, serialize=None, deserialize=None, **kwargs):
@@ -128,13 +128,14 @@ def sync_bank():
success = True
try:
with contextlib.redirect_stdout(output), contextlib.redirect_stderr(output):
# sync_to_sheets: equivalent of make sync-2026
output.write("=== Syncing Fio transactions (2026) ===\n")
# sync_to_sheets: equivalent of make sync-year (same default window as Go)
date_from, date_to = default_sync_window()
output.write(f"=== Syncing Fio transactions ({date_from} to {date_to}) ===\n")
sync_to_sheets(
spreadsheet_id=PAYMENTS_SHEET_ID,
credentials_path=CREDENTIALS_PATH,
date_from_str="2026-01-01",
date_to_str="2026-12-31",
date_from_str=date_from,
date_to_str=date_to,
sort_by_date=True,
)
output.write("\n=== Inferring payment details ===\n")
+12
View File
@@ -59,6 +59,18 @@ def get_sheets_service(credentials_path: str):
return _SHEETS_SERVICE
def default_sync_window(today=None) -> tuple[str, str]:
"""Window used by the dashboard sync, as (from, to) in YYYY-MM-DD.
The whole current calendar year plus the last two months of the previous
one, so payments dated around New Year are still picked up in January.
Re-fetching is safe because rows are deduplicated by Sync ID.
Mirrors DefaultWindow in go/internal/services/banksync/sync.go.
"""
year = (today or datetime.now()).year
return f"{year - 1}-11-01", f"{year}-12-31"
def as_text_cell(value) -> str:
"""Mark a value to be stored as text when written with USER_ENTERED.
+14
View File
@@ -23,6 +23,20 @@ class TestWebApp(unittest.TestCase):
app.config['TESTING'] = True
self.client = app.test_client()
@patch('app.flush_cache', return_value=0)
@patch('app.infer_payments')
@patch('app.sync_to_sheets')
def test_sync_bank_uses_default_window(self, mock_sync, mock_infer, mock_flush):
"""/sync-bank syncs the current year plus Nov-Dec of the previous one, not a hardcoded year."""
from datetime import datetime
year = datetime.now().year
response = self.client.get('/sync-bank')
self.assertEqual(response.status_code, 200)
kwargs = mock_sync.call_args.kwargs
self.assertEqual(kwargs['date_from_str'], f"{year - 1}-11-01")
self.assertEqual(kwargs['date_to_str'], f"{year}-12-31")
mock_infer.assert_called_once()
def test_index_page(self):
"""Test that / returns the refresh meta tag"""
response = self.client.get('/')
+9 -1
View File
@@ -1,9 +1,17 @@
import contextlib
import io
import unittest
from datetime import datetime
from unittest.mock import MagicMock, patch
from scripts.sync_fio_to_sheets import COLUMN_LABELS, as_text_cell, sync_to_sheets
from scripts.sync_fio_to_sheets import COLUMN_LABELS, as_text_cell, default_sync_window, sync_to_sheets
class TestDefaultSyncWindow(unittest.TestCase):
def test_current_year_plus_last_two_months_of_previous(self):
self.assertEqual(default_sync_window(datetime(2026, 10, 8)), ("2025-11-01", "2026-12-31"))
self.assertEqual(default_sync_window(datetime(2027, 1, 1)), ("2026-11-01", "2027-12-31"))
self.assertEqual(default_sync_window(datetime(2027, 12, 31)), ("2026-11-01", "2027-12-31"))
class TestAsTextCell(unittest.TestCase):