Commit Graph

7 Commits

Author SHA1 Message Date
LPW
237035c8d4 Improve convert-to-trade security selection with search-first UX (#703)
* Enhance security handling logic:
- Prioritize user's country in sorting securities and country codes.
- Add comprehensive mapping for MIC codes to user-friendly exchange names.
- Revamp combobox to consistently pull from a provider when available.
- Improve handling of custom ticker and exchange input fields.

* Localize securities combobox display and exchange labels.

---------

Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
2026-01-19 15:49:51 +01:00
Zach Gollwitzer
f65b93a352 Data provider simplification, tests, and documentation (#1997)
* Ignore env.test from source control

* Simplification of providers interface

* Synth tests

* Update money to use new find rates method

* Remove unused issues code

* Additional issue feature removals

* Update price data fetching and tests

* Update documentation for providers

* Security test fixes

* Fix self host test

* Update synth usage data access

* Remove AI pr schema changes
2025-03-17 11:54:53 -04:00
Zach Gollwitzer
cf59fe45e7 Fix ticker filling when Synth is connected (#1950) 2025-03-05 09:30:47 -05:00
Zach Gollwitzer
fa0248056d Show UI warning to user when they need provider data but have not setup Synth yet (#1926)
* Simplify provider concerns

* Update tests

* Add UI warning for missing Synth key if family requires external data
2025-02-28 11:35:10 -05:00
Josh Pigford
44961f3628 Only pass in a country code on securities searches if the user location is set to "US" 2025-01-23 10:02:48 -06:00
Zach Gollwitzer
c3248cd796 Improve account transaction, trade, and valuation editing and sync experience (#1506)
* Consolidate entry controller logic

* Transaction builder

* Update trades controller to use new params

* Load account charts in turbo frames, fix PG overflow

* Consolidate tests

* Tests passing

* Remove unused code

* Add client side trade form validations
2024-11-27 16:01:50 -05:00
Josh Pigford
aa3342b0dc Stock imports (#1363)
* Initial pass

* Marketstack data provider

* Marketstack data provider

* Refactor a bit
2024-10-24 16:36:50 -05:00