* feat(investments): add India investment subtypes and exchange support
* fix(yahoo-finance): scope Indian exchange de-duplication per company instead of globally
Resolves feedback from Codex and CodeRabbit on #1413.
prefer_indian_exchange previously collapsed all Indian securities into a
single entry, silently dropping unrelated tickers. Now groups Indian
listings by name and only de-duplicates within each group, so distinct
companies (e.g. Reliance and Infosys) are preserved while NSE/BSE
dual-listings still prefer NSE.
- Derive India subtype keys dynamically from Investment::SUBTYPES in tests
- Fix missing keyword arguments in Security.new test calls
* refactor(yahoo-finance): generalize exchange config and dual-listing de-duplication
Replaces hardcoded Indian exchange logic with a declarative EXCHANGE_CONFIG
hash that maps ISO MIC codes to Yahoo-specific settings (symbol suffix,
default currency, dual-listing group, and preference rank). This makes
adding new markets a one-line hash entry instead of scattered conditionals.
* fix(yahoo-finance): normalize security names for dual-listing de-duplication
* fix(yahoo-finance): skip dual-listing de-duplication when filtering by exchange
* fix: address PR review feedback for India market support
- fix cache key mismatch in fetch_security_price by normalizing symbol before building cache key
- remove dead YAHOO_EXCHANGE_CURRENCY constant
- tighten normalize_symbol guard to use end_with?(suffix) instead of include?('.')
- remove misleading '# India' comment from Property::SUBTYPES
- remove 'rented' property subtype in favor of 'investment_property'
- rename 'demat' to 'indian_stocks' for clarity
- add INR to CURRENCY_REGION_MAP so India appears first for INR users
- add dotted-symbol regression test for normalize_symbol
* fix(investments): rename 'demat' subtype to 'indian_stocks' and remove trailing comma
* Add nice formatting for subtypes on account list
* Fix rubocop linting errors
* Implement better mapping
* Fix rubocop linting
* Add short and long versions of subtypes
* Simplify subtype reference
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Alex Hatzenbuhler <hatz@hey.com>
* Simplify reference logic, add a small test
* Fix test
* Fix tests
---------
Signed-off-by: Alex Hatzenbuhler <hatz@hey.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Since the very first 0.1.0-alpha.1 release, we've been moving quickly to add new features to the Maybe app. In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.
Now that "core" Maybe is complete, we're moving into a second phase of development where we'll be working hard to improve the accuracy of existing features and build additional features on top of "core". This PR is a quick overhaul of the existing codebase aimed to:
- Establish the brand new and simplified dashboard view (pictured above)
- Establish and move towards the conventions introduced in Cursor rules and project design overview #1788
- Consolidate layouts and improve the performance of layout queries
- Organize the core models of the Maybe domain (i.e. Account::Entry, Account::Transaction, etc.) and break out specific traits of each model into dedicated concerns for better readability
- Remove stale / dead code from codebase
- Remove overly complex code paths in favor of simpler ones
* Move accountable partials
* Split accountables into separate view partials
* Fix test
* Add form to permitted partials
* Fix failing system tests
* Update new account modal views
* New sync algorithm implementation
* Update account system test assertions to match new behavior
* Fix off by 1 date error
* Revert new balance sync algorithm
* Add missing account overviews
