Files
sure/app/models/crypto.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

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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

43 lines
986 B
Ruby

class Crypto < ApplicationRecord
include Accountable
# Subtypes differentiate how crypto is held:
# - wallet: Self-custody or provider-synced wallets (CoinStats, etc.)
# - exchange: Centralized exchanges with trade history (Coinbase, Kraken, etc.)
SUBTYPES = {
"wallet" => { short: "Wallet", long: "Crypto Wallet" },
"exchange" => { short: "Exchange", long: "Crypto Exchange" }
}.freeze
# Crypto is taxable by default, but can be held in tax-advantaged accounts
# (e.g., self-directed IRA, though rare)
enum :tax_treatment, {
taxable: "taxable",
tax_deferred: "tax_deferred",
tax_exempt: "tax_exempt"
}, default: :taxable
# Exchange accounts support manual trade entry; wallets are sync-only
def supports_trades?
subtype == "exchange"
end
class << self
def color
"#737373"
end
def classification
"asset"
end
def icon
"bitcoin"
end
def display_name
"Crypto"
end
end
end