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Add security prices provider (Synth integration) (#1039)

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* User tickers as primary lookup symbol instead of isin

* Add security price provider

* Fetch security prices in bulk to improve sync performance

* Fetch prices in bulk, better mocking for tests
This commit is contained in:
Zach Gollwitzer 2024-08-01 19:43:23 -04:00 • committed by GitHub
parent c70c8b6d86
commit 453a54e5e6
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GPG key ID: B5690EEEBB952194
33 changed files with 584 additions and 118 deletions
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9
db/schema.rb generated
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@ -10,7 +10,7 @@
#
# It's strongly recommended that you check this file into your version control system.
ActiveRecord::Schema[7.2].define(version: 2024_07_25_163339) do
ActiveRecord::Schema[7.2].define(version: 2024_07_31_191344) do
# These are extensions that must be enabled in order to support this database
enable_extension "pgcrypto"
enable_extension "plpgsql"
@ -118,7 +118,7 @@ ActiveRecord::Schema[7.2].define(version: 2024_07_25_163339) do
t.boolean "is_active", default: true, null: false
t.date "last_sync_date"
t.uuid "institution_id"
t.virtual "classification", type: :string, as: "\nCASE\n WHEN ((accountable_type)::text = ANY ((ARRAY['Loan'::character varying, 'CreditCard'::character varying, 'OtherLiability'::character varying])::text[])) THEN 'liability'::text\n ELSE 'asset'::text\nEND", stored: true
t.virtual "classification", type: :string, as: "\nCASE\n WHEN ((accountable_type)::text = ANY (ARRAY[('Loan'::character varying)::text, ('CreditCard'::character varying)::text, ('OtherLiability'::character varying)::text])) THEN 'liability'::text\n ELSE 'asset'::text\nEND", stored: true
t.index ["accountable_type"], name: "index_accounts_on_accountable_type"
t.index ["family_id"], name: "index_accounts_on_family_id"
t.index ["institution_id"], name: "index_accounts_on_institution_id"
@ -347,15 +347,14 @@ ActiveRecord::Schema[7.2].define(version: 2024_07_25_163339) do
end
create_table "securities", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.string "isin", null: false
t.string "symbol"
t.string "ticker"
t.string "name"
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
end
create_table "security_prices", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.string "isin"
t.string "ticker"
t.date "date"
t.decimal "price", precision: 19, scale: 4
t.string "currency", default: "USD"