Merge PR #182: fix(balance) SQL aggregate misuse in getAccountsPeriodAnchor (#175)

CHANGELOG.fr.md

@@ -2,6 +2,10 @@
 
 ## [Non publié]
 
+### Corrigé
+
+- Bilan : correction de l'erreur SQLite « misuse of aggregate function MIN() » au chargement de /balance avec des snapshots existants ; remplacement du pattern aggregate-in-WHERE par une window function ROW_NUMBER() dans getAccountsPeriodAnchor (#175).
+
 ## [0.9.0] - 2026-04-29
 
 ### Ajouté

CHANGELOG.md

@@ -2,6 +2,10 @@
 
 ## [Unreleased]
 
+### Fixed
+
+- Bilan: fix SQLite "misuse of aggregate function MIN()" error when loading /balance with existing snapshots; replaced aggregate-in-WHERE pattern with ROW_NUMBER() window function in getAccountsPeriodAnchor (#175).
+
 ## [0.9.0] - 2026-04-29
 
 ### Added

src/services/balance.service.test.ts

@@ -1057,8 +1057,14 @@ describe("getAccountsPeriodAnchor", () => {
     expect(rows).toHaveLength(1);
     expect(rows[0].anchor_value).toBe(1000);
     const sql = mockSelect.mock.calls[0][0] as string;
-    expect(sql).toContain("MIN(s.snapshot_date)");
-    expect(sql).toContain("GROUP BY l.account_id");
+    // Window function: ROW_NUMBER partitioned by account_id, earliest first.
+    expect(sql).toContain("ROW_NUMBER()");
+    expect(sql).toContain("PARTITION BY l.account_id");
+    expect(sql).toContain("ORDER BY s.snapshot_date ASC");
+    expect(sql).toContain("WHERE rn = 1");
+    // Old aggregate-in-WHERE pattern must be gone (regression guard, #175).
+    expect(sql).not.toContain("MIN(s.snapshot_date)");
+    expect(sql).not.toContain("GROUP BY l.account_id");
     expect(mockSelect.mock.calls[0][1]).toEqual(["2026-01-01"]);
   });
 
@@ -1075,6 +1081,57 @@ describe("getAccountsPeriodAnchor", () => {
     // No WHERE clause when neither bound is set.
     expect(sql).not.toMatch(/WHERE\s+s\.snapshot_date/);
   });
+
+  it("returns earliest snapshot per account within range", async () => {
+    // Multiple accounts, each with multiple snapshots in the window.
+    // The DB returns one row per account (the rn = 1 row), so the mocked
+    // result mirrors that contract.
+    mockSelect.mockResolvedValueOnce([
+      { account_id: 1, anchor_snapshot_date: "2026-02-29", anchor_value: 1500 },
+      { account_id: 2, anchor_snapshot_date: "2026-03-31", anchor_value: 2700 },
+    ]);
+    const rows = await getAccountsPeriodAnchor({
+      from: "2026-02-01",
+      to: "2026-06-30",
+    });
+    expect(rows).toEqual([
+      { account_id: 1, anchor_snapshot_date: "2026-02-29", anchor_value: 1500 },
+      { account_id: 2, anchor_snapshot_date: "2026-03-31", anchor_value: 2700 },
+    ]);
+    const sql = mockSelect.mock.calls[0][0] as string;
+    expect(sql).toContain("ROW_NUMBER()");
+    expect(sql).toContain("PARTITION BY l.account_id");
+    expect(sql).toContain("ORDER BY s.snapshot_date ASC");
+    expect(sql).toContain("WHERE rn = 1");
+    expect(mockSelect.mock.calls[0][1]).toEqual(["2026-02-01", "2026-06-30"]);
+  });
+
+  it("returns [] for an empty window (no snapshots in range)", async () => {
+    mockSelect.mockResolvedValueOnce([]);
+    const rows = await getAccountsPeriodAnchor({
+      from: "2099-01-01",
+      to: "2099-12-31",
+    });
+    expect(rows).toEqual([]);
+  });
+
+  // Regression: /balance load (issue #175) used to throw "misuse of aggregate
+  // function MIN()" because MIN was used inside the WHERE of a scalar
+  // subquery. With ROW_NUMBER() the query is plain SQLite — assert the
+  // service forwards rows from db.select without throwing.
+  it("regression #175: loads without SQLite aggregate misuse error", async () => {
+    mockSelect.mockResolvedValueOnce([
+      { account_id: 1, anchor_snapshot_date: "2026-01-15", anchor_value: 500 },
+    ]);
+    await expect(
+      getAccountsPeriodAnchor({ from: "2026-01-01", to: "2026-12-31" })
+    ).resolves.toEqual([
+      { account_id: 1, anchor_snapshot_date: "2026-01-15", anchor_value: 500 },
+    ]);
+    const sql = mockSelect.mock.calls[0][0] as string;
+    // The exact pattern that triggered the SQLite error must not reappear.
+    expect(sql).not.toMatch(/=\s*MIN\(s\.snapshot_date\)/);
+  });
 });
 
 // -----------------------------------------------------------------------------

src/services/balance.service.ts

@@ -984,6 +984,12 @@ export async function getAccountsPeriodAnchor(
 ): Promise<AccountPeriodAnchor[]> {
   // For each account, find the earliest snapshot_date >= range.from (and
   // <= range.to when set), then read that line's value.
+  //
+  // We use a ROW_NUMBER() window function partitioned by account_id and
+  // ordered by snapshot_date ASC, then keep only rn = 1 per account. This
+  // avoids the previous "MIN(s.snapshot_date) inside a scalar subquery
+  // WHERE" pattern, which SQLite rejects with "misuse of aggregate function
+  // MIN()" (issue #175).
   const params: unknown[] = [];
   const conditions: string[] = [];
   if (range.from) {
@@ -997,18 +1003,22 @@ export async function getAccountsPeriodAnchor(
   const where = conditions.length > 0 ? `WHERE ${conditions.join(" AND ")}` : "";
   const db = await getDb();
   return db.select<AccountPeriodAnchor[]>(
-    `SELECT l.account_id AS account_id,
-            MIN(s.snapshot_date) AS anchor_snapshot_date,
-            (SELECT l2.value
-               FROM balance_snapshot_lines l2
-               JOIN balance_snapshots s2 ON s2.id = l2.snapshot_id
-               WHERE l2.account_id = l.account_id
-                 AND s2.snapshot_date = MIN(s.snapshot_date)
-               LIMIT 1) AS anchor_value
+    `SELECT account_id,
+            snapshot_date AS anchor_snapshot_date,
+            value AS anchor_value
+       FROM (
+         SELECT l.account_id AS account_id,
+                s.snapshot_date AS snapshot_date,
+                l.value AS value,
+                ROW_NUMBER() OVER (
+                  PARTITION BY l.account_id
+                  ORDER BY s.snapshot_date ASC
+                ) AS rn
            FROM balance_snapshot_lines l
            JOIN balance_snapshots s ON s.id = l.snapshot_id
            ${where}
-       GROUP BY l.account_id`,
+       )
+      WHERE rn = 1`,
     params
   );
 }