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Add SnapTrade brokerage integration with full trade history support (#737)

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* Introduce SnapTrade integration with models, migrations, views, and activity processing logic.

* Refactor SnapTrade activities processing: improve activity fetching flow, handle pending states, and update UI elements for enhanced user feedback.

* Update Brakeman ignore file to include intentional redirect for SnapTrade OAuth portal.

* Refactor SnapTrade models, views, and processing logic: add currency extraction helper, improve pending state handling, optimize migration checks, and enhance user feedback in UI.

* Remove encryption for SnapTrade `snaptrade_user_id`, as it is an identifier, not a secret.

* Introduce `SnaptradeConnectionCleanupJob` to asynchronously handle SnapTrade connection cleanup and improve i18n for SnapTrade item status messages.

* Update SnapTrade encryption: make `snaptrade_user_secret` non-deterministic to enhance security.

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
This commit is contained in:
LPW
2026-01-22 14:52:49 -05:00
committed by GitHub
parent 179552657c
commit a83f70425f
52 changed files with 4417 additions and 25 deletions
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6
app/controllers/settings/providers_controller.rb
View File

@@ -126,8 +126,9 @@ class Settings::ProvidersController < ApplicationController
config.provider_key.to_s.casecmp("simplefin").zero? || config.provider_key.to_s.casecmp("lunchflow").zero? || \
config.provider_key.to_s.casecmp("enable_banking").zero? || \
config.provider_key.to_s.casecmp("coinstats").zero? || \
config.provider_key.to_s.casecmp("mercury").zero?
config.provider_key.to_s.casecmp("coinbase").zero?
config.provider_key.to_s.casecmp("mercury").zero? || \
config.provider_key.to_s.casecmp("coinbase").zero? || \
config.provider_key.to_s.casecmp("snaptrade").zero?
end
# Providers page only needs to know whether any SimpleFin/Lunchflow connections exist with valid credentials
@@ -137,5 +138,6 @@ class Settings::ProvidersController < ApplicationController
@coinstats_items = Current.family.coinstats_items.ordered # CoinStats panel needs account info for status display
@mercury_items = Current.family.mercury_items.ordered.select(:id)
@coinbase_items = Current.family.coinbase_items.ordered # Coinbase panel needs name and sync info for status display
@snaptrade_items = Current.family.snaptrade_items.includes(:snaptrade_accounts).ordered
end
end