1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-24 15:49:39 +02:00

Investment Portfolio Sync (#974)

* 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
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
32 changed files with 591 additions and 56 deletions

14
app/models/security.rb Normal file
View file

@ -0,0 +1,14 @@
class Security < ApplicationRecord
before_save :normalize_identifiers
has_many :trades, dependent: :nullify, class_name: "Account::Trade"
validates :isin, presence: true, uniqueness: { case_sensitive: false }
private
def normalize_identifiers
self.isin = isin.upcase
self.symbol = symbol.upcase
end
end