2 Commits

Author	SHA1	Message	Date
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
Zach Gollwitzer	10f255a9a9	Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255) ... * Rename MarketDataSyncer to MarketDataImporter * Materializers * Importers * More reference replacements	2025-05-17 16:37:16 -04:00