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sure/test/models/provider
Abhinav Dhiman 139c89d0f4 feat(investments): add India investment subtypes and exchange support (#1659)
* 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
2026-05-05 01:04:29 +02:00
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2026-01-22 20:37:07 +01:00