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SnapTrade Account Type Migration

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Overview

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Strategy: Dual-Column Approach (Zero Breaking Changes)

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Database Schema

-- EXISTING (keep as-is for backward compatibility):
account_type TEXT          -- "401K", "IRA", "I", etc.
source_account_type TEXT   -- Original from SnapTrade

-- NEW (add for Plaid-style categorization):
type TEXT                  -- "investment", "depository", etc.
subtype TEXT              -- "401k", "ira", "brokerage", etc.
source_type TEXT          -- Original Plaid-style type
source_subtype TEXT       -- Original Plaid-style subtype

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How It Works

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On Account Creation (process-connection/route.ts)

// Set BOTH old and new columns
{
  account_type: "401K",              // Old (backward compat)
  source_account_type: "401K",       // Old source
  type: "investment",                // New
  subtype: "401k",                   // New
  source_type: "investment",         // New source
  source_subtype: "401k"             // New source
}

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On Account Update (update-type/route.ts)

// Update BOTH when user changes type
{
  type: "investment",
  subtype: "401k",
  account_type: "401k"  // Keep this synced for old code
}

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In UI (accounts/page.tsx)

// Read from new columns (with fallback to old)
const type = account.type || mappedFromAccountType
const subtype = account.subtype || mappedFromAccountType

// Show Plaid-style dropdowns
// Type: Investment, Depository, etc.
// Subtype: 401k, IRA, Brokerage, etc.

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In Business Logic (account-type-utils.ts)

// Already handles both!
const accountType = account.type || account.account_type || 'unknown'

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Files Changed

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✅ Already Updated

1. /lib/account-type-mappings.ts - Added SNAPTRADE_TO_PLAID_MAPPING (CENTRAL SOURCE OF TRUTH)
2. /app/accounts/page.tsx - Dialog now uses type/subtype for SnapTrade
3. /app/api/snaptrade/process-connection/route.ts - Sets all columns on create
4. /app/api/accounts/update-type/route.ts - Updates both old and new columns
5. /sql-queries/add-account-type-override-support.sql - Migration script

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⚠️ NOT Changed (Intentionally)

• Display components
• Calculation logic
• Categorization functions
• No breaking changes!

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Migration Steps

1. Run SQL Migration
   # In Supabase SQL Editor
   # Run: sql-queries/add-account-type-override-support.sql
   
2. Deploy Code Changes
   • All files already updated
   • No additional code changes needed
3. Existing Accounts Auto-Migrate
   • SQL migration populates new columns
   • Old account_type remains unchanged
   • Both old and new code paths work

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Backward Compatibility

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Old Code Reads account_type

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New Code Reads type/subtype

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Gradual Migration Path

• Can slowly update components to use type/subtype over time
• No rush to change everything at once
• account_type can be deprecated eventually, but not required

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Benefits

1. Consistent UX - SnapTrade accounts now show same UI as Plaid accounts
2. No Breaking Changes - Existing code continues working
3. Flexible Migration - Can update code gradually
4. User Override Support - Users can change Investment > Depository, etc.
5. Subtype Granularity - Users can pick 401k, IRA, Brokerage, etc.

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Example

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Before

• UI: Single dropdown with “401K”, “IRA”, “ROTH”, “I” (confusing)
• No subtypes: Just raw SnapTrade types

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After

• UI: Two dropdowns
  • Type: Investment, Depository, Loan, etc.
  • Subtype: 401k, IRA, Brokerage, etc.
• Consistent: Same UX as Plaid and Manual accounts
• Backward Compatible: Old account_type still populated

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Maintaining the Type Mapping

• app/api/snaptrade/process-connection/route.ts - Creates new accounts
• app/accounts/page.tsx - Initializes edit dialog
• sql-queries/add-account-type-override-support.sql - Migration backfill (reference only)

1. Add it to SNAPTRADE_TO_PLAID_MAPPING in /lib/account-type-mappings.ts
2. Done! All code will automatically use the new mapping
3. SQL migration is one-time only - no need to update

// In lib/account-type-mappings.ts
export const SNAPTRADE_TO_PLAID_MAPPING = {
  // ... existing mappings ...
  'NEW_TYPE': { type: 'investment', subtype: 'new subtype' },  // Add here
}

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Testing Checklist

• Run SQL migration in Supabase
• Edit a SnapTrade account - should see Type/Subtype dropdowns
• Change type from Investment to Depository - should work
• Old calculations still work (check dashboard, net worth, charts)
• New accounts get both old and new columns populated
• User overrides are tracked properly (type != source_type)