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Author SHA1 Message Date
Josh Waldrep 28350a6c90 Add tests and logic for adopting unowned holdings during provider imports 
- Introduced `Account::ProviderImportAdapterUnownedAdoptionTest` to verify adoption of unowned holdings on collision.
- Updated `ProviderImportAdapter` to claim unowned holdings by updating attributes, attaching external_id, and setting account_provider_id.
- Ensured idempotency in subsequent imports for the same unowned holding.
 2025-11-22 15:41:09 -05:00
Josh Waldrep 5de091b14c Add tests for cross-provider holding isolation and enhance fallback logic 
- Introduced `Account::ProviderImportAdapterCrossProviderTest` to validate no cross-provider claiming of holdings.
- Updated `ProviderImportAdapter` to scope fallback matching by `account_provider_id`.
- Added early conflict guard and rescue for unique index violations during imports.
- Simplified rake task usage feedback.
 2025-11-22 15:24:12 -05:00
Josh Waldrep 195dd18a52 Add tests and refactor for Simplefin holdings import and processing 
- Introduced tests for importer post-import logic and `SimplefinHoldingsApplyJob`.
- Refactored `ProviderImportAdapter` to improve holding resolution strategy.
- Added handling of investment and crypto holdings in importer with debounce logic for job enqueuing.
- Updated rake task to use `SimplefinHoldingsApplyJob` for holding materialization.
 2025-11-22 14:41:21 -05:00