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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
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32 changed files with 591 additions and 56 deletions
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app/models/security.rb
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14
app/models/security.rb
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class Security < ApplicationRecord
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before_save :normalize_identifiers
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has_many :trades, dependent: :nullify, class_name: "Account::Trade"
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validates :isin, presence: true, uniqueness: { case_sensitive: false }
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private
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def normalize_identifiers
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self.isin = isin.upcase
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self.symbol = symbol.upcase
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end
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end
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