Add "Link to existing" option in SnapTrade Setup Accounts modal (#935)

* Add account linking functionality for SnapTrade items

- Introduced UI to link existing accounts when setting up SnapTrade items, preventing duplicate account creation.
- Updated controller to fetch linkable accounts.
- Added tests to verify proper filtering of accounts and linking behavior.

* Add `snaptrade_item_id` to account linking flow for SnapTrade items

- Updated controller to allow specifying `snaptrade_item_id` when linking accounts.
- Adjusted form and views to include `snaptrade_item_id` as a hidden field.
- Enhanced tests to validate behavior with the new parameter.
This commit is contained in:
LPW
2026-02-08 04:30:46 -05:00
committed by GitHub
parent 01c2209492
commit 24981ffd52
4 changed files with 137 additions and 29 deletions

View File

@@ -75,6 +75,9 @@ en:
cancel_button: "Cancel"
creating: "Creating Accounts..."
done_button: "Done"
or_link_existing: "Or link to an existing account instead of creating a new one:"
select_account: "Select an account..."
link_button: "Link"
linked_accounts: "Already Linked"
linked_to: "Linked to:"
snaptrade_item: