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v0.10.0 - Fix Duplicate get_recent_account_balances Methods

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@keithah keithah released this 20 Sep 23:36
· 12 commits to main since this release

πŸ› Bug Fixes

Fixed AccountService.get_recent_account_balances GraphQL Error (#37)

Issue: The AccountService.get_recent_account_balances() method was using a non-existent accountBalanceHistory GraphQL field, causing the error:

{'message': 'Something went wrong while processing: None on request_id: None.', 'locations': [{'line': 2, 'column': 3}]}

Solution:

  • Updated to use the correct recentBalances field from the MonarchMoney GraphQL schema
  • Added client-side filtering for account_id parameter
  • Documented that end_date parameter is not supported by the API

Method Clarification

There are two get_recent_account_balances methods available:

  1. MonarchMoney.get_recent_account_balances(start_date)

    • Original method from the base package
    • Gets balance history for all accounts
    • Only supports start_date parameter
  2. AccountService.get_recent_account_balances(account_id, start_date, end_date)

    • Enhanced service method (now fixed)
    • Supports filtering by specific account_id
    • end_date parameter ignored with warning (API limitation)
    • Uses same underlying GraphQL query as the original method

πŸ”§ Improvements

  • Added daily backwards compatibility checks (previously weekly)
  • Fixed compatibility check workflow to match existing test files
  • Added manual workflow dispatch trigger for easier testing

πŸ‘ Thanks

Special thanks to @bmcdonough for reporting the duplicate methods confusion and GraphQL error in issue #37!


Full Changelog: v0.9.9...v0.10.0