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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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59
db/schema.rb generated
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@@ -10,7 +10,7 @@
#
# It's strongly recommended that you check this file into your version control system.
ActiveRecord::Schema[7.2].define(version: 2026_01_21_101345) do
ActiveRecord::Schema[7.2].define(version: 2026_01_22_160000) do
# These are extensions that must be enabled in order to support this database
enable_extension "pgcrypto"
enable_extension "plpgsql"
@@ -1158,6 +1158,61 @@ ActiveRecord::Schema[7.2].define(version: 2026_01_21_101345) do
t.index ["status"], name: "index_simplefin_items_on_status"
end
create_table "snaptrade_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.uuid "snaptrade_item_id", null: false
t.string "name"
t.string "account_id"
t.string "snaptrade_account_id"
t.string "snaptrade_authorization_id"
t.string "account_number"
t.string "brokerage_name"
t.string "currency"
t.decimal "current_balance", precision: 19, scale: 4
t.decimal "cash_balance", precision: 19, scale: 4
t.string "account_status"
t.string "account_type"
t.string "provider"
t.jsonb "institution_metadata"
t.jsonb "raw_payload"
t.jsonb "raw_transactions_payload"
t.jsonb "raw_holdings_payload", default: []
t.jsonb "raw_activities_payload", default: []
t.datetime "last_holdings_sync"
t.datetime "last_activities_sync"
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.boolean "activities_fetch_pending", default: false
t.date "sync_start_date"
t.index ["account_id"], name: "index_snaptrade_accounts_on_account_id", unique: true
t.index ["snaptrade_account_id"], name: "index_snaptrade_accounts_on_snaptrade_account_id", unique: true
t.index ["snaptrade_item_id"], name: "index_snaptrade_accounts_on_snaptrade_item_id"
end
create_table "snaptrade_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.uuid "family_id", null: false
t.string "name"
t.string "institution_id"
t.string "institution_name"
t.string "institution_domain"
t.string "institution_url"
t.string "institution_color"
t.string "status", default: "good"
t.boolean "scheduled_for_deletion", default: false
t.boolean "pending_account_setup", default: false
t.datetime "sync_start_date"
t.datetime "last_synced_at"
t.jsonb "raw_payload"
t.jsonb "raw_institution_payload"
t.string "client_id"
t.string "consumer_key"
t.string "snaptrade_user_id"
t.string "snaptrade_user_secret"
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["family_id"], name: "index_snaptrade_items_on_family_id"
t.index ["status"], name: "index_snaptrade_items_on_status"
end
create_table "sso_audit_logs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.uuid "user_id"
t.string "event_type", null: false
@@ -1428,6 +1483,8 @@ ActiveRecord::Schema[7.2].define(version: 2026_01_21_101345) do
add_foreign_key "sessions", "users"
add_foreign_key "simplefin_accounts", "simplefin_items"
add_foreign_key "simplefin_items", "families"
add_foreign_key "snaptrade_accounts", "snaptrade_items"
add_foreign_key "snaptrade_items", "families"
add_foreign_key "sso_audit_logs", "users"
add_foreign_key "subscriptions", "families"
add_foreign_key "syncs", "syncs", column: "parent_id"