Files
sure/app/views/trades/_header.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

75 lines
2.5 KiB
Plaintext

<%# locals: (entry:) %>
<div id="<%= dom_id(entry, :header) %>">
<%= tag.header class: "mb-4 space-y-1" do %>
<span class="text-secondary text-sm">
<%= entry.amount.negative? ? t(".buy") : t(".sell") %>
</span>
<div class="flex items-center gap-4">
<h3 class="font-medium">
<span class="text-2xl text-primary">
<%= format_money entry.amount_money %>
</span>
<span class="text-lg text-secondary">
<%= entry.currency %>
</span>
</h3>
<% if entry.linked? %>
<span title="Linked with Plaid">
<%= icon("refresh-ccw", size: "sm") %>
</span>
<% end %>
</div>
<span class="text-sm text-secondary">
<%= I18n.l(entry.date, format: :long) %>
</span>
<% end %>
<% trade = entry.trade %>
<div class="mb-2">
<%= render DS::Disclosure.new(title: t(".overview"), open: true) do %>
<div class="pb-4">
<dl class="space-y-3 px-3 py-2">
<div class="flex items-center justify-between text-sm">
<dt class="text-secondary"><%= t(".symbol_label") %></dt>
<dd class="text-primary"><%= trade.security.ticker %></dd>
</div>
<% if trade.qty.positive? %>
<div class="flex items-center justify-between text-sm">
<dt class="text-secondary"><%= t(".purchase_qty_label") %></dt>
<dd class="text-primary"><%= trade.qty.abs %></dd>
</div>
<div class="flex items-center justify-between text-sm">
<dt class="text-secondary"><%= t(".purchase_price_label") %></dt>
<dd class="text-primary"><%= format_money trade.price_money %></dd>
</div>
<% end %>
<% if trade.security.current_price.present? %>
<div class="flex items-center justify-between text-sm">
<dt class="text-secondary"><%= t(".current_market_price_label") %></dt>
<dd class="text-primary"><%= format_money trade.security.current_price %></dd>
</div>
<% end %>
<% if trade.qty.positive? && trade.unrealized_gain_loss.present? %>
<div class="flex items-center justify-between text-sm">
<dt class="text-secondary"><%= t(".total_return_label") %></dt>
<dd style="color: <%= trade.unrealized_gain_loss.color %>;">
<%= render "shared/trend_change", trend: trade.unrealized_gain_loss %>
</dd>
</div>
<% end %>
</dl>
</div>
<% end %>
</div>
</div>