Commit Graph

2 Commits

Author SHA1 Message Date
Anas Limouri
a90f9b7317 Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)
* [FEATURE] Add CoinStats exchange portfolios and normalize linked investment charts

* [BUGFIX] Fix CoinStats PR regressions

* [BUGFIX] Fix CoinStats PR review findings

* [BUGFIX] Address follow-up CoinStats PR feedback

* [REFACTO] Extract CoinStats exchange account helpers

* [BUGFIX] Batch linked CoinStats chart normalization

* [BUGFIX] Fix CoinStats processor lint

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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-04-01 20:25:06 +02:00
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