LPW fa78e1d292 Improve handling of cost_basis during holding materialization and display (#619) ...

- Refactored `persist_holdings` to separate and conditionally upsert holdings with and without cost_basis.
- Updated `avg_cost` logic to treat 0 cost_basis as unknown and return nil when cost_basis cannot be determined.
- Modified trend and investment calculation to exclude holdings with unknown cost_basis.
- Adjusted `average_cost` formatting to handle nil values in API responses and views.
- Added comprehensive tests to ensure cost_basis preservation and fallback behavior.
- Localized `unknown` label for display when cost_basis is unavailable.

Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>

2026-01-11 23:58:51 +01:00

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