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Code Issues Releases Activity Actions

Investment Portfolio Sync (#974)

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* Add investment portfolio models

* Add portfolio to demo data

* Setup initial tests

* Rough sketch of sync logic

* Clean up trade sync logic

* Add trade validation

* Integrate trades into sync process
This commit is contained in:
Zach Gollwitzer 2024-07-16 09:26:49 -04:00 • committed by GitHub
parent d0bc959bee
commit 47523f64c2
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32 changed files with 591 additions and 56 deletions
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9
app/models/account/sync.rb
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@ -17,6 +17,7 @@ class Account::Sync < ApplicationRecord
start!
sync_balances
sync_holdings
complete!
rescue StandardError => error
@ -33,6 +34,14 @@ class Account::Sync < ApplicationRecord
append_warnings(syncer.warnings)
end
def sync_holdings
syncer = Account::Holding::Syncer.new(account, start_date: start_date)
syncer.run
append_warnings(syncer.warnings)
end
def append_warnings(new_warnings)
update! warnings: warnings + new_warnings
end