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Enhance security information retrieval and handling (#1826)

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* Enhance security information retrieval and handling

- Add support for operating MIC codes in security info fetching
- Update security uniqueness validation to handle unknown securities
- Improve security creation and update logic in Plaid investment sync
- Update combobox and view components to handle operating MIC codes
- Add unknown flag for securities with incomplete information

* Update schema.rb

* Refactor the need for mic codes

* Don't fetch prices unless a security has the necessary mic code

* Deduplication

* Lint

* Update Securities and Plaid Investment Sync

- Modify PlaidInvestmentSync to return plaid_security for USD cash
- Add non-null constraint to Securities ticker column
- Update Securities fixture to use exchange_operating_mic instead of exchange_mic

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
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Josh Pigford 2025-02-11 10:40:30 -06:00 • committed by GitHub
parent fb6c6fa6bb
commit 68d7cb5de6
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15 changed files with 203 additions and 31 deletions
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8
app/models/demo/generator.rb
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@ -231,12 +231,12 @@ class Demo::Generator
def load_securities!
# Create an unknown security to simulate edge cases
Security.create! ticker: "UNKNOWN", name: "Unknown Demo Stock", exchange_mic: "UNKNOWN"
Security.create! ticker: "UNKNOWN", name: "Unknown Demo Stock"
securities = [
{ ticker: "AAPL", exchange_mic: "NASDAQ", name: "Apple Inc.", reference_price: 210 },
{ ticker: "TM", exchange_mic: "NYSE", name: "Toyota Motor Corporation", reference_price: 202 },
{ ticker: "MSFT", exchange_mic: "NASDAQ", name: "Microsoft Corporation", reference_price: 455 }
{ ticker: "AAPL", exchange_mic: "XNGS", exchange_operating_mic: "XNAS", name: "Apple Inc.", reference_price: 210 },
{ ticker: "TM", exchange_mic: "XNYS", exchange_operating_mic: "XNYS", name: "Toyota Motor Corporation", reference_price: 202 },
{ ticker: "MSFT", exchange_mic: "XNGS", exchange_operating_mic: "XNAS", name: "Microsoft Corporation", reference_price: 455 }
]
securities.each do |security_attributes|