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

* 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

View File

@@ -122,6 +122,31 @@ module ApplicationHelper
markdown.render(text).html_safe
end
# Formats quantity with adaptive precision based on the value size.
# Shows more decimal places for small quantities (common with crypto).
#
# @param qty [Numeric] The quantity to format
# @param max_precision [Integer] Maximum precision for very small numbers
# @return [String] Formatted quantity with appropriate precision
def format_quantity(qty)
return "0" if qty.nil? || qty.zero?
abs_qty = qty.abs
precision = if abs_qty >= 1
1 # "10.5"
elsif abs_qty >= 0.01
2 # "0.52"
elsif abs_qty >= 0.0001
4 # "0.0005"
else
8 # "0.00000052"
end
# Use strip_insignificant_zeros to avoid trailing zeros like "0.50000000"
number_with_precision(qty, precision: precision, strip_insignificant_zeros: true)
end
private
def calculate_total(item, money_method, negate)
# Filter out transfer-type transactions from entries