Files
sure/app/models/provider/coinbase_adapter.rb
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

105 lines
2.7 KiB
Ruby

class Provider::CoinbaseAdapter < Provider::Base
include Provider::Syncable
include Provider::InstitutionMetadata
# Register this adapter with the factory
Provider::Factory.register("CoinbaseAccount", self)
# Define which account types this provider supports
def self.supported_account_types
%w[Crypto]
end
# Returns connection configurations for this provider
def self.connection_configs(family:)
return [] unless family.can_connect_coinbase?
[ {
key: "coinbase",
name: "Coinbase",
description: "Link to a Coinbase wallet",
can_connect: true,
new_account_path: ->(accountable_type, return_to) {
Rails.application.routes.url_helpers.select_accounts_coinbase_items_path(
accountable_type: accountable_type,
return_to: return_to
)
},
existing_account_path: ->(account_id) {
Rails.application.routes.url_helpers.select_existing_account_coinbase_items_path(
account_id: account_id
)
}
} ]
end
def provider_name
"coinbase"
end
# Build a Coinbase provider instance with family-specific credentials
# @param family [Family] The family to get credentials for (required)
# @return [Provider::Coinbase, nil] Returns nil if credentials are not configured
def self.build_provider(family: nil)
return nil unless family.present?
# Get family-specific credentials
coinbase_item = family.coinbase_items.where.not(api_key: nil).first
return nil unless coinbase_item&.credentials_configured?
Provider::Coinbase.new(
api_key: coinbase_item.api_key,
api_secret: coinbase_item.api_secret
)
end
def sync_path
Rails.application.routes.url_helpers.sync_coinbase_item_path(item)
end
def item
provider_account.coinbase_item
end
def can_delete_holdings?
false
end
def institution_domain
metadata = provider_account.institution_metadata
return nil unless metadata.present?
domain = metadata["domain"]
url = metadata["url"]
# Derive domain from URL if missing
if domain.blank? && url.present?
begin
domain = URI.parse(url).host&.gsub(/^www\./, "")
rescue URI::InvalidURIError
Rails.logger.warn("Invalid institution URL for Coinbase account #{provider_account.id}: #{url}")
end
end
domain
end
def institution_name
metadata = provider_account.institution_metadata
return nil unless metadata.present?
metadata["name"] || item&.institution_name
end
def institution_url
metadata = provider_account.institution_metadata
return nil unless metadata.present?
metadata["url"] || item&.institution_url
end
def institution_color
item&.institution_color
end
end