Commit Graph

2 Commits

Author SHA1 Message Date
LPW
24981ffd52 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.
2026-02-08 10:30:46 +01:00
LPW
01c2209492 Add tests for SnapTrade error handling and refine unlink behavior (#931)
- Introduced new tests to cover SnapTrade decryption and connection errors in `SnaptradeItemsControllerTest`.
- Updated error messages for improved user clarity.
- Modified `unlink` functionality to preserve `SnaptradeAccount` records while ensuring proper detachment of associated holdings.
2026-02-07 23:15:18 +01:00