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Enhance security information retrieval and handling#1826
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- 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
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@zachgoll There's a LOT happening here...definitely got more complex the deeper I dove into addressing the issue. So if something glaring jumps out at you on simplifying this, let me know. |
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@zachgoll This is ready for another look. Two big things that definitely need a closer eye:
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zachgoll
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Feb 7, 2025
zachgoll
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Feb 7, 2025
- 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
Signed-off-by: Josh Pigford <josh@joshpigford.com>
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Mar 2, 2025
* 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 --------- Signed-off-by: Josh Pigford <josh@joshpigford.com>
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Todo: