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* feat(snaptrade): replace device-flow OAuth with authorization-code + PKCE flow Squashed from 16 commits on snaptrade-oauth-apps for a clean rebase onto current upstream/main ahead of opening a PR. * fix(snaptrade): address PR #2747 review feedback on OAuth PKCE flow - Remove unreachable dead-code guard in import_latest_snaptrade_data - Guard apply_oauth_tokens! against a malformed payload missing access_token - Wrap token endpoint network errors in ApiError and retry like data calls - Remove unused Provider::Snaptrade#revoke_token! instance method - Preserve return_to/accountable_type through the SnapTrade portal callback so the account-linking flow no longer drops users back to accounts_path - Show the real absolute OAuth callback URL in self-hosted setup instructions - Refresh brakeman.ignore fingerprint for the connect redirect after the return_to/accountable_type params were added Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Y8SCCmKX6RphB5E73WSUQQ * fix(snaptrade): don't retry non-idempotent OAuth/API requests CodeRabbit flagged that Provider::Snaptrade retried OAuth token exchanges/refreshes and all API POST/DELETE calls (get_connection_url, delete_connection) after timeouts/connection failures. If the response is lost after SnapTrade already consumed a single-use auth code, rotated the refresh token, or applied a POST/DELETE, replaying the request either fails with invalid_grant on a token that actually succeeded, or risks duplicate side effects. Retries are now limited to GET requests; OAuth token requests and non-GET API calls translate a network failure straight into an ApiError without replay. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01NrrGkgSBEqhjjBmmH1fcXL * fix(snaptrade): stop querying non-deterministically encrypted token via empty-string compare CodeRabbit flagged that the syncable scope's where.not(oauth_access_token: [nil, ""]) re-encrypts "" with a random IV on every query, so the "" comparison can never match a stored ciphertext and is a silent no-op. No code path ever persists oauth_access_token as "" (only nil or a real token via apply_oauth_tokens!), so the exclusion is unnecessary -- narrowed the scope to a plain NULL check, which encryption handles transparently since nil is never encrypted. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01NrrGkgSBEqhjjBmmH1fcXL --------- Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
54 lines
1.8 KiB
Plaintext
54 lines
1.8 KiB
Plaintext
SELF_HOSTED=false
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# Custom port config
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# For users who have other applications listening at 3000, this allows them to set a value puma will listen to.
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PORT=3000
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# SimpleFIN runtime flags (default-off)
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# Accepted truthy values: 1, true, yes, on
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# SIMPLEFIN_DEBUG_RAW: when truthy, logs the raw payload returned by SimpleFIN (debug-only; can be noisy)
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SIMPLEFIN_DEBUG_RAW=false
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# SIMPLEFIN_INCLUDE_PENDING: when truthy, forces `pending=1` on SimpleFIN fetches when caller doesn't specify `pending:`
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SIMPLEFIN_INCLUDE_PENDING=false
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# SnapTrade OAuth app credentials (register an OAuth app at https://dashboard.snaptrade.com,
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# add https://<your-host>/snaptrade_items/oauth_callback as a redirect URI)
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SNAPTRADE_OAUTH_CLIENT_ID=
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SNAPTRADE_OAUTH_CLIENT_SECRET=
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# Lunchflow runtime flags (default-off)
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# LUNCHFLOW_DEBUG_RAW: when truthy, logs the raw payload returned by Lunchflow (debug-only; can be noisy)
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LUNCHFLOW_DEBUG_RAW=false
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# LUNCHFLOW_INCLUDE_PENDING: when truthy, adds `include_pending=true` to Lunchflow transaction fetch requests
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LUNCHFLOW_INCLUDE_PENDING=false
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# Controls onboarding flow (valid: open, closed, invite_only)
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ONBOARDING_STATE=open
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# OpenID Connect for tests
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OIDC_ISSUER=
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OIDC_CLIENT_ID=
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OIDC_CLIENT_SECRET=
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OIDC_REDIRECT_URI=http://localhost:3000/auth/openid_connect/callback
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# WebAuthn / passkey MFA test defaults
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WEBAUTHN_RP_ID=www.example.com
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WEBAUTHN_ALLOWED_ORIGINS=http://www.example.com
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# ================
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# Data Providers
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# ---------------------------------------------------------------------------------
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# Uncomment and fill in live keys when you need to generate a VCR cassette fixture
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# ================
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# ================
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# Miscellaneous
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# ================
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# Set to true if you want SimpleCov reports generated
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COVERAGE=false
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# Set to true to run test suite serially
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DISABLE_PARALLELIZATION=false
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