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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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2
app/views/securities/_combobox_security.turbo_stream.erb
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@ -5,7 +5,7 @@
<%= combobox_security.name.presence || combobox_security.symbol %>
</span>
<span class="text-xs text-gray-500">
<%= "#{combobox_security.symbol} (#{combobox_security.exchange_acronym})" %>
<%= "#{combobox_security.symbol} (#{combobox_security.exchange_acronym.presence || combobox_security.exchange_operating_mic})" %>
</span>
</div>
</div>