Docker/Maybe
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Maybe/app/models/holding
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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
..
forward_calculator.rb Improve account sync performance, handle concurrent market data syncing (#2236) 2025-05-15 10:19:56 -04:00
gapfillable.rb Account:: namespace simplifications and cleanup (#2110) 2025-04-14 11:40:34 -04:00
materializer.rb Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417) 2025-06-26 16:57:17 -04:00
portfolio_cache.rb Improve account sync performance, handle concurrent market data syncing (#2236) 2025-05-15 10:19:56 -04:00
portfolio_snapshot.rb Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417) 2025-06-26 16:57:17 -04:00
reverse_calculator.rb Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day (#2417) 2025-06-26 16:57:17 -04:00