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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