Populate holdings for "offline" securities properly #1958

Merged
zachgoll merged 20 commits from 1952-bug-some-stocks-do-not-appear-among-holdings into main 2025-03-08 06:35:55 +08:00

20 Commits

Author SHA1 Message Date
Zach Gollwitzer
85d5503c17 Add holdings, cash, and balance series dropdown for investments 2025-03-07 17:31:08 -05:00
Zach Gollwitzer
c91894777c Merge branch 'main' of github.com:maybe-finance/maybe into 1952-bug-some-stocks-do-not-appear-among-holdings 2025-03-07 16:52:37 -05:00
Zach Gollwitzer
d7fbf14af7 Calculate cash and holdings series 2025-03-07 16:52:33 -05:00
Zach Gollwitzer
a79bc424da Remove temp logging 2025-03-07 16:18:05 -05:00
Zach Gollwitzer
645162b654 Fix Plaid item sync regression 2025-03-07 16:07:57 -05:00
Zach Gollwitzer
878e455bb1 Fix price lookup logic for holdings sync 2025-03-07 15:10:28 -05:00
Zach Gollwitzer
0f3309c697 Remove stale test 2025-03-07 12:29:43 -05:00
Zach Gollwitzer
ef4b87eaa0 Remove stale data type 2025-03-07 12:27:29 -05:00
Zach Gollwitzer
734c1baf04 Logs cleanup 2025-03-07 12:01:17 -05:00
Zach Gollwitzer
d0a32bcd1e Better naming 2025-03-07 11:52:10 -05:00
Zach Gollwitzer
791683aca0 Finish balance calculators 2025-03-07 11:50:19 -05:00
Zach Gollwitzer
3a2263ea99 Base calculator for balances 2025-03-07 11:30:49 -05:00
Zach Gollwitzer
9426259999 Base holding calculator 2025-03-07 09:42:18 -05:00
Zach Gollwitzer
b147ce0036 Move price caching logic to dedicated model 2025-03-07 08:25:03 -05:00
Zach Gollwitzer
b9125b05ff Clearer sync process 2025-03-06 18:26:16 -05:00
Zach Gollwitzer
52730df177 Remove unnecessary currency conversion during sync 2025-03-06 14:28:41 -05:00
Zach Gollwitzer
45187d855e Separate forward and reverse calculators for holdings and balances 2025-03-06 13:57:45 -05:00
Zach Gollwitzer
9edf67d1a0 Generate holdings properly for "offline" securities 2025-03-05 17:45:07 -05:00
Zach Gollwitzer
4727f123ba Merge branch 'main' of github.com:maybe-finance/maybe into 1952-bug-some-stocks-do-not-appear-among-holdings 2025-03-05 16:29:10 -05:00
Zach Gollwitzer
c2b4469f2d Placeholder logic for missing prices 2025-03-05 14:28:57 -05:00