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Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)

* Rough draft of issue system

* Simplify design

* Remove stale files from merge conflicts

* STI for issues

* Cleanup

* Improve Synth api key flow

* Stub api key for test
This commit is contained in:
Zach Gollwitzer 2024-08-16 12:13:48 -04:00 committed by GitHub
parent c70a08aca2
commit 707c5ca0ca
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52 changed files with 507 additions and 211 deletions

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@ -1,9 +1,6 @@
class Account::Holding::Syncer
attr_reader :warnings
def initialize(account, start_date: nil)
@account = account
@warnings = []
@sync_date_range = calculate_sync_start_date(start_date)..Date.current
@portfolio = {}
@ -69,6 +66,8 @@ class Account::Holding::Syncer
price = get_cached_price(ticker, date) || trade_price
account.observe_missing_price(ticker:, date:) unless price
account.holdings.build \
date: date,
security_id: holding[:security_id],