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Add Coinbase exchange integration with CDP API support (#704)

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* **Add Coinbase integration with item and account management**
- Creates migrations for `coinbase_items` and `coinbase_accounts`.
- Adds models, controllers, views, and background tasks to support account linking, syncing, and transaction handling.
- Implements Coinbase API client and adapter for seamless integration.
- Supports ActiveRecord encryption for secure credential storage.
- Adds UI components for provider setup, account management, and synchronization.

* Localize Coinbase-related UI strings, refine account linking for security, and add timeouts to Coinbase API requests.

* Localize Coinbase account handling to support native currencies (USD, EUR, GBP, etc.) across balances, trades, holdings, and transactions.

* Improve Coinbase processing with timezone-safe parsing, native currency support, and immediate holdings updates.

* Improve trend percentage formatting and enhance race condition handling for Coinbase account linking.

* Fix log message wording for orphan cleanup

* Ensure `selected_accounts` parameter is sanitized by rejecting blank entries.

* Add tests for Coinbase integration: account, item, and controller coverage

- Adds unit tests for `CoinbaseAccount` and `CoinbaseItem` models.
- Adds integration tests for `CoinbaseItemsController`.
- Introduces Stimulus `select-all` controller for UI checkbox handling.
- Localizes UI strings and logging for Coinbase integration.

* Update test fixtures to use consistent placeholder API keys and secrets

* Refine `coinbase_item` tests to ensure deterministic ordering and improve scope assertions.

* Integrate `SyncStats::Collector` into Coinbase syncer to streamline statistics collection and enhance consistency.

* Localize Coinbase sync status messages and improve sync summary test coverage.

* Update `CoinbaseItem` encryption: use deterministic encryption for `api_key` and standard for `api_secret`.

* fix schema drift

* Beta labels to lower expectations

---------

Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
This commit is contained in:
LPW
2026-01-21 16:56:39 -05:00
committed by GitHub
parent 0357cd7d44
commit dd991fa339
51 changed files with 3054 additions and 29 deletions
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4
app/controllers/settings/providers_controller.rb
View File

@@ -125,7 +125,8 @@ class Settings::ProvidersController < ApplicationController
@provider_configurations = Provider::ConfigurationRegistry.all.reject do |config|
config.provider_key.to_s.casecmp("simplefin").zero? || config.provider_key.to_s.casecmp("lunchflow").zero? || \
config.provider_key.to_s.casecmp("enable_banking").zero? || \
config.provider_key.to_s.casecmp("coinstats").zero?
config.provider_key.to_s.casecmp("coinstats").zero? || \
config.provider_key.to_s.casecmp("coinbase").zero?
end
# Providers page only needs to know whether any SimpleFin/Lunchflow connections exist with valid credentials
@@ -133,5 +134,6 @@ class Settings::ProvidersController < ApplicationController
@lunchflow_items = Current.family.lunchflow_items.where.not(api_key: [ nil, "" ]).ordered.select(:id)
@enable_banking_items = Current.family.enable_banking_items.ordered # Enable Banking panel needs session info for status display
@coinstats_items = Current.family.coinstats_items.ordered # CoinStats panel needs account info for status display
@coinbase_items = Current.family.coinbase_items.ordered # Coinbase panel needs name and sync info for status display
end
end