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>

app/models/snaptrade_account/data_helpers.rb

@@ -0,0 +1,126 @@
+module SnaptradeAccount::DataHelpers
+  extend ActiveSupport::Concern
+
+  private
+
+    def parse_decimal(value)
+      return nil if value.nil?
+
+      case value
+      when BigDecimal
+        value
+      when String
+        BigDecimal(value)
+      when Numeric
+        BigDecimal(value.to_s)
+      else
+        nil
+      end
+    rescue ArgumentError => e
+      Rails.logger.error("Failed to parse decimal value: #{value.inspect} - #{e.message}")
+      nil
+    end
+
+    def parse_date(date_value)
+      return nil if date_value.nil?
+
+      case date_value
+      when Date
+        date_value
+      when String
+        Date.parse(date_value)
+      when Time, DateTime, ActiveSupport::TimeWithZone
+        date_value.to_date
+      else
+        nil
+      end
+    rescue ArgumentError, TypeError => e
+      Rails.logger.error("Failed to parse date: #{date_value.inspect} - #{e.message}")
+      nil
+    end
+
+    def resolve_security(symbol, symbol_data)
+      ticker = symbol.to_s.upcase.strip
+      return nil if ticker.blank?
+
+      security = Security.find_by(ticker: ticker)
+
+      # If security exists but has a bad name (looks like a hash), update it
+      if security && security.name&.start_with?("{")
+        new_name = extract_security_name(symbol_data, ticker)
+        Rails.logger.info "SnaptradeAccount - Fixing security name: #{security.name.first(50)}... -> #{new_name}"
+        security.update!(name: new_name)
+      end
+
+      return security if security
+
+      # Create new security
+      security_name = extract_security_name(symbol_data, ticker)
+
+      Rails.logger.info "SnaptradeAccount - Creating security: ticker=#{ticker}, name=#{security_name}"
+
+      Security.create!(
+        ticker: ticker,
+        name: security_name,
+        exchange_mic: extract_exchange(symbol_data),
+        country_code: extract_country_code(symbol_data)
+      )
+    rescue ActiveRecord::RecordInvalid, ActiveRecord::RecordNotUnique => e
+      # Handle race condition - another process may have created it
+      Rails.logger.error "Failed to create security #{ticker}: #{e.message}"
+      Security.find_by(ticker: ticker) # Retry find in case of race condition
+    end
+
+    def extract_security_name(symbol_data, fallback_ticker)
+      # Try various paths where the name might be
+      name = symbol_data[:description] || symbol_data["description"]
+
+      # If description is missing or looks like a type description, use ticker
+      if name.blank? || name.is_a?(Hash) || name =~ /^(COMMON STOCK|CRYPTOCURRENCY|ETF|MUTUAL FUND)$/i
+        name = fallback_ticker
+      end
+
+      # Titleize for readability if it's all caps
+      name = name.titleize if name == name.upcase && name.length > 4
+
+      name
+    end
+
+    def extract_exchange(symbol_data)
+      exchange = symbol_data[:exchange] || symbol_data["exchange"]
+      return nil unless exchange.is_a?(Hash)
+
+      exchange.with_indifferent_access[:mic_code] || exchange.with_indifferent_access[:id]
+    end
+
+    def extract_country_code(symbol_data)
+      # Try to extract country from currency or exchange
+      currency = symbol_data[:currency]
+      currency = currency.dig(:code) if currency.is_a?(Hash)
+
+      case currency
+      when "USD"
+        "US"
+      when "CAD"
+        "CA"
+      when "GBP", "GBX"
+        "GB"
+      when "EUR"
+        nil # Could be many countries
+      else
+        nil
+      end
+    end
+
+    def extract_currency(data, symbol_data = {}, fallback_currency = nil)
+      currency_data = data[:currency] || data["currency"] || symbol_data[:currency] || symbol_data["currency"]
+
+      if currency_data.is_a?(Hash)
+        currency_data.with_indifferent_access[:code]
+      elsif currency_data.is_a?(String)
+        currency_data
+      else
+        fallback_currency
+      end
+    end
+end