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Author SHA1 Message Date
Zach Gollwitzer
e657c40d19
Account:: namespace simplifications and cleanup (#2110)
* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
2025-04-14 11:40:34 -04:00
Josh Pigford
ab7f6a56f0 Enhance securities de-duplication task 2025-02-11 11:11:14 -06:00
Josh Pigford
68d7cb5de6
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

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Signed-off-by: Josh Pigford <josh@joshpigford.com>
2025-02-11 10:40:30 -06:00