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Enhance security information retrieval and handling (#1826)

* 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>
This commit is contained in:
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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@ -6,7 +6,7 @@ class Security < ApplicationRecord
has_many :prices, dependent: :destroy
validates :ticker, presence: true
validates :ticker, uniqueness: { scope: :exchange_mic, case_sensitive: false }
validates :ticker, uniqueness: { scope: :exchange_operating_mic, case_sensitive: false }
class << self
def search(query)
@ -30,11 +30,15 @@ class Security < ApplicationRecord
name: name,
logo_url: logo_url,
exchange_acronym: exchange_acronym,
exchange_mic: exchange_mic,
exchange_operating_mic: exchange_operating_mic,
exchange_country_code: country_code
)
end
def has_prices?
exchange_operating_mic.present?
end
private
def upcase_ticker