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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>
80 lines
2.5 KiB
Ruby
80 lines
2.5 KiB
Ruby
class CreateSnaptradeItemsAndAccounts < ActiveRecord::Migration[7.2]
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def change
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# Create provider items table (stores per-family connection credentials)
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create_table :snaptrade_items, id: :uuid, if_not_exists: true do |t|
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t.references :family, null: false, foreign_key: true, type: :uuid
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t.string :name
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# Institution metadata
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t.string :institution_id
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t.string :institution_name
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t.string :institution_domain
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t.string :institution_url
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t.string :institution_color
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# Status and lifecycle
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t.string :status, default: "good"
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t.boolean :scheduled_for_deletion, default: false
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t.boolean :pending_account_setup, default: false
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# Sync settings
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t.datetime :sync_start_date
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t.datetime :last_synced_at
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# Raw data storage
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t.jsonb :raw_payload
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t.jsonb :raw_institution_payload
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# Provider-specific credential fields
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t.string :client_id
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t.string :consumer_key
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t.string :snaptrade_user_id
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t.string :snaptrade_user_secret
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t.timestamps
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end
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add_index :snaptrade_items, :status unless index_exists?(:snaptrade_items, :status)
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# Create provider accounts table (stores individual account data from provider)
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create_table :snaptrade_accounts, id: :uuid, if_not_exists: true do |t|
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t.references :snaptrade_item, null: false, foreign_key: true, type: :uuid
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# Account identification
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t.string :name
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# SnapTrade-specific IDs (snaptrade_account_id is SnapTrade's UUID for this account)
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t.string :snaptrade_account_id
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t.string :snaptrade_authorization_id
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t.string :account_number
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t.string :brokerage_name
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# Account details
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t.string :currency
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t.decimal :current_balance, precision: 19, scale: 4
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t.decimal :cash_balance, precision: 19, scale: 4
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t.string :account_status
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t.string :account_type
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t.string :provider
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# Metadata and raw data
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t.jsonb :institution_metadata
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t.jsonb :raw_payload
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t.jsonb :raw_transactions_payload
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t.jsonb :raw_holdings_payload, default: []
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t.jsonb :raw_activities_payload, default: []
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# Sync tracking
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t.datetime :last_holdings_sync
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t.datetime :last_activities_sync
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t.boolean :activities_fetch_pending, default: false
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t.timestamps
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end
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unless index_exists?(:snaptrade_accounts, :snaptrade_account_id)
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add_index :snaptrade_accounts, :snaptrade_account_id, unique: true
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end
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end
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end
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