Docker/Maybe
Docker/Maybe
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Author SHA1 Message Date
Zach Gollwitzer
8db95623cf
Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417) 
* Handle reverse calculator starting portfolio generation correctly

* Fix current_holdings to handle different dates and hide zero quantities

- Use DISTINCT ON to get most recent holding per security instead of assuming same date
- Filter out zero quantity holdings from UI display
- Maintain cash display regardless of zero balance
- Use single efficient query with proper Rails syntax

* Continue to process holdings even if one is not resolvable

* Lint fixes
 2025-06-26 16:57:17 -04:00
Zach Gollwitzer
10f255a9a9
Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)
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* Rename MarketDataSyncer to MarketDataImporter

* Materializers

* Importers

* More reference replacements
 2025-05-17 16:37:16 -04:00
Renamed from app/models/holding/syncer.rb (Browse further)