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Maybe/app/models/security.rb
Zach Gollwitzer 47523f64c2
Investment Portfolio Sync (#974)
* Add investment portfolio models

* Add portfolio to demo data

* Setup initial tests

* Rough sketch of sync logic

* Clean up trade sync logic

* Add trade validation

* Integrate trades into sync process
2024-07-16 09:26:49 -04:00

14 lines
335 B
Ruby

class Security < ApplicationRecord
before_save :normalize_identifiers
has_many :trades, dependent: :nullify, class_name: "Account::Trade"
validates :isin, presence: true, uniqueness: { case_sensitive: false }
private
def normalize_identifiers
self.isin = isin.upcase
self.symbol = symbol.upcase
end
end