Files
sure/app/views/coinbase_items/_coinbase_item.html.erb
LPW dd991fa339 Add Coinbase exchange integration with CDP API support (#704)
* **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>
2026-01-21 22:56:39 +01:00

144 lines
6.0 KiB
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<%# locals: (coinbase_item:) %>
<%= tag.div id: dom_id(coinbase_item) do %>
<details open class="group bg-container p-4 shadow-border-xs rounded-xl">
<summary class="flex items-center justify-between gap-2 focus-visible:outline-hidden">
<div class="flex items-center gap-2">
<%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
<div class="flex items-center justify-center h-8 w-8 rounded-full" style="background-color: rgba(0, 82, 255, 0.1);">
<div class="flex items-center justify-center">
<%= icon "bitcoin", size: "sm", class: "text-[#0052FF]" %>
</div>
</div>
<div class="pl-1 text-sm">
<div class="flex items-center gap-2">
<%= tag.p coinbase_item.institution_display_name, class: "font-medium text-primary" %>
<% if coinbase_item.scheduled_for_deletion? %>
<p class="text-destructive text-sm animate-pulse"><%= t(".deletion_in_progress") %></p>
<% end %>
</div>
<p class="text-xs text-secondary"><%= t(".provider_name") %></p>
<% if coinbase_item.syncing? %>
<div class="text-secondary flex items-center gap-1">
<%= icon "loader", size: "sm", class: "animate-spin" %>
<%= tag.span t(".syncing") %>
</div>
<% elsif coinbase_item.requires_update? %>
<div class="text-warning flex items-center gap-1">
<%= icon "alert-triangle", size: "sm", color: "warning" %>
<%= tag.span t(".reconnect") %>
</div>
<% else %>
<p class="text-secondary">
<% if coinbase_item.last_synced_at %>
<% if coinbase_item.sync_status_summary %>
<%= t(".status_with_summary", timestamp: time_ago_in_words(coinbase_item.last_synced_at), summary: coinbase_item.sync_status_summary) %>
<% else %>
<%= t(".status", timestamp: time_ago_in_words(coinbase_item.last_synced_at)) %>
<% end %>
<% else %>
<%= t(".status_never") %>
<% end %>
</p>
<% end %>
</div>
</div>
<div class="flex items-center gap-2">
<% if coinbase_item.requires_update? %>
<%= render DS::Link.new(
text: t(".update_credentials"),
icon: "refresh-cw",
variant: "secondary",
href: settings_providers_path,
frame: "_top"
) %>
<% elsif Rails.env.development? %>
<%= icon(
"refresh-cw",
as_button: true,
href: sync_coinbase_item_path(coinbase_item)
) %>
<% end %>
<%= render DS::Menu.new do |menu| %>
<% menu.with_item(
variant: "button",
text: t(".delete"),
icon: "trash-2",
href: coinbase_item_path(coinbase_item),
method: :delete,
confirm: CustomConfirm.for_resource_deletion(coinbase_item.institution_display_name, high_severity: true)
) %>
<% end %>
</div>
</summary>
<% unless coinbase_item.scheduled_for_deletion? %>
<div class="space-y-4 mt-4">
<% if coinbase_item.accounts.any? %>
<%= render "accounts/index/account_groups", accounts: coinbase_item.accounts %>
<% end %>
<%# Sync summary (collapsible) - using shared ProviderSyncSummary component %>
<% stats = if defined?(@coinbase_sync_stats_map) && @coinbase_sync_stats_map
@coinbase_sync_stats_map[coinbase_item.id] || {}
else
coinbase_item.syncs.ordered.first&.sync_stats || {}
end %>
<%= render ProviderSyncSummary.new(
stats: stats,
provider_item: coinbase_item
) %>
<%# Compute unlinked Coinbase accounts (no AccountProvider link) %>
<% unlinked_count = if defined?(@coinbase_unlinked_count_map) && @coinbase_unlinked_count_map
@coinbase_unlinked_count_map[coinbase_item.id] || 0
else
begin
coinbase_item.coinbase_accounts
.left_joins(:account_provider)
.where(account_providers: { id: nil })
.count
rescue => e
0
end
end %>
<% if unlinked_count.to_i > 0 && coinbase_item.accounts.empty? %>
<%# No accounts imported yet - show prominent setup prompt %>
<div class="p-4 flex flex-col gap-3 items-center justify-center">
<p class="text-primary font-medium text-sm"><%= t(".setup_needed") %></p>
<p class="text-secondary text-sm"><%= t(".setup_description") %></p>
<%= render DS::Link.new(
text: t(".setup_action"),
icon: "plus",
variant: "primary",
href: setup_accounts_coinbase_item_path(coinbase_item),
frame: :modal
) %>
</div>
<% elsif unlinked_count.to_i > 0 %>
<%# Some accounts imported, more available - show subtle link %>
<div class="pt-2 border-t border-primary">
<%= link_to setup_accounts_coinbase_item_path(coinbase_item),
data: { turbo_frame: :modal },
class: "flex items-center gap-2 text-sm text-secondary hover:text-primary transition-colors" do %>
<%= icon "plus", size: "sm" %>
<span><%= t(".more_wallets_available", count: unlinked_count) %></span>
<% end %>
</div>
<% elsif coinbase_item.accounts.empty? && coinbase_item.coinbase_accounts.none? %>
<%# No coinbase_accounts at all - waiting for sync %>
<div class="p-4 flex flex-col gap-3 items-center justify-center">
<p class="text-primary font-medium text-sm"><%= t(".no_accounts_title") %></p>
<p class="text-secondary text-sm"><%= t(".no_accounts_message") %></p>
</div>
<% end %>
</div>
<% end %>
</details>
<% end %>