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Commits on Jan 3, 2025
Merge pull request #13 from arielkirkwood/start-testing
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Commits on Oct 27, 2024
Initial test of pre-existing portfolio
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Test extract_holdings with stubbed holdings file
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Initial coverage for `attach_holdings_file`
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Passing test for Holdings::Extractor#initialize
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`bundle update rails` 7.1.4.2
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Commits on Oct 12, 2024
Upgrade rubocop-rails; fix `change_table` in migration
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Prototype Full stack App: View fund's portfolio (#10)
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Commits on May 5, 2024
Support TCW Excel holdings file format (#12)
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Commits on Apr 25, 2024
Prototype Full Stack app: View funds (#7)
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Commits on Apr 17, 2024
Merge pull request #9 from arielkirkwood/8-test-db-needs-seeds
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Needed to specify filename for agent.download
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Ensure test database gets seeded
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Commits on Apr 16, 2024
Merge pull request #4 from arielkirkwood/3-expire-a-cached-holdings-file
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Introducing trading day calendar access via remote service
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Commits on Apr 15, 2024
Refactor Holdings::Price into Holding
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Commits on Apr 14, 2024
Make rubocop happy
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Expand exchanges data model thanks to ISO 10383
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Commits on Apr 13, 2024
Merge pull request #2 from arielkirkwood/1-cache-holdings-files-so-we-dont-get-blocked
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Remove unneeded `belongs_to` declarations
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Introducing portfolios, renaming exchange parent module
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Commits on Apr 3, 2024
Better message passing with `fund`
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Commits on Mar 30, 2024
Make rubocop happy
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Continue including `fund` in extraction strategy scope
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Remove not null constraint from maturity date
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Validate dates with validates_timeliness
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Notional value and market value are shared
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Successfully open stored file for processing
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Commits on Mar 27, 2024
`rails active_storage:install`
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Create holdings price types (equity & bond)
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Commits on Mar 25, 2024
Comment out debugger
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Work in progress - expanding identities
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Commits on Mar 24, 2024
Move extraction from seed to own rake task
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Drop base class
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Date extraction for Excel
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