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v0.9.3 - Investment API GraphQL Schema Fixes

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@keithah keithah released this 14 Sep 20:09
· 42 commits to main since this release
v0.9.3
abb32a9

🐛 Fixes

  • Fixed InvestmentService GraphQL schema mismatches that were causing "Something went wrong while processing: None" errors
  • Updated SecuritySearch query to use working securities() schema instead of deprecated securitySearch()
  • Fixed create_manual_holding mutation to match current API structure
  • Switched get_account_holdings from failing account.holdings to working portfolio.aggregateHoldings approach
  • All investment operations now use the same GraphQL schemas as the Monarch Money web UI

🎯 Resolves

  • Fixes #27 - update_holding_quantity server errors
  • Resolves all investment service GraphQL operation failures

🔧 Technical Details

The schemas were updated by analyzing the actual GraphQL operations used by the Monarch Money web application and ensuring the library matches them exactly. The update_holding_quantity method was already using the correct schema, but supporting operations needed updates.

Users can now successfully:

  • Search for securities by ticker
  • Create manual holdings
  • Retrieve account holdings
  • Update holding quantities
  • Delete manual holdings
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