Files
sure/app/views/accounts/_account.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

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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

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<%# locals: (account:, return_to: nil) %>
<%= turbo_frame_tag dom_id(account) do %>
<div class="p-4 flex items-center justify-between gap-3 group/account hover:bg-surface-hover">
<div class="flex items-center gap-3">
<%= render "accounts/logo", account: account, size: "md" %>
<div>
<% if account.pending_deletion? %>
<p class="text-sm font-medium text-primary">
<span>
<%= account.name %>
</span>
<span class="text-red-500 animate-pulse">
(deletion in progress...)
</span>
</p>
<% else %>
<div>
<%= link_to account.name, account, class: [(account.active? ? "text-primary" : "text-subdued"), "text-sm font-medium hover:underline"], data: { turbo_frame: "_top" } %>
<% if account.institution_name %>
<span class="text-secondary">• <%= account.institution_name %></span>
<% end %>
</div>
<% if account.long_subtype_label %>
<p class="text-sm text-secondary truncate"><%= account.long_subtype_label %></p>
<% end %>
<% end %>
</div>
<% unless account.pending_deletion? %>
<%= link_to edit_account_path(account, return_to: return_to), data: { turbo_frame: :modal }, class: "group-hover/account:flex hidden hover:opacity-80 items-center justify-center" do %>
<%= icon("pencil-line", size: "sm") %>
<% end %>
<% if !account.linked? && ["Depository", "CreditCard", "Investment", "Crypto"].include?(account.accountable_type) %>
<%= link_to select_provider_account_path(account),
data: { turbo_frame: :modal },
class: "group-hover/account:flex hidden hover:opacity-80 items-center justify-center gap-1",
title: t("accounts.account.link_provider") do %>
<%= icon("link", size: "sm") %>
<% end %>
<% elsif account.linked? %>
<%= link_to confirm_unlink_account_path(account),
data: { turbo_frame: :modal },
class: "group-hover/account:flex hidden hover:opacity-80 items-center justify-center gap-1",
title: t("accounts.account.unlink_provider") do %>
<%= icon("unlink", size: "sm") %>
<% end %>
<% end %>
<% end %>
</div>
<div class="flex items-center gap-8">
<% if account.draft? %>
<!-- Balance hidden for draft accounts -->
<% elsif account.syncing? %>
<div class="w-16 h-6 bg-loader rounded-full animate-pulse"></div>
<% else %>
<p class="text-sm font-medium <%= account.active? ? "text-primary" : "text-subdued" %>">
<%= format_money account.balance_money %>
</p>
<% end %>
<% if account.draft? %>
<%= render DS::Link.new(
text: "Complete setup",
href: edit_account_path(account, return_to: return_to),
variant: :outline,
frame: :modal
) %>
<% elsif account.active? || account.disabled? %>
<%= form_with model: account, url: toggle_active_account_path(account), method: :patch, data: { turbo_frame: "_top", controller: "auto-submit-form" } do |f| %>
<%= render DS::Toggle.new(
id: "account_#{account.id}_active",
name: "active",
checked: account.active?,
data: { auto_submit_form_target: "auto" }
) %>
<% end %>
<% end %>
</div>
</div>
<% end %>