fix(onchain-wallets): call transfers transfers, and drop the address swap by buzzromain · Pull Request #3153 · we-promise/sure

buzzromain · 2026-08-23T21:58:05Z

Follow-up to #3081 and #3136, from testing the merged feature. Five things reported from real use.

#3150 has landed, so the trade header now reads the importer's label rather than the amount's sign. The detail page and the list agree.

A transfer was announced as a purchase. Movements were imported with activity_label: "Buy"/"Sell" and named "Buy 1.5 BTC". Coins arriving at an address were not bought there, and nothing here knows whether they were ever bought. The trade shape stays — it carries quantity and cost basis in this ledger — but the label is Transfer and the name is the one the movement already had while unpriced. The old wording also made the same event rename itself the day a price turned up for it.

Changing a tracked address is gone. It repointed the rows at a new address while keeping their accounts, holdings and history, so trades reconstructed from address A stayed under an account presented as address B. Its own help text said so out loud: "The accounts, holdings and history stay as they are." Removing the address and adding the new one is not merely simpler — it is the only one of the two that is honest, because it takes the old history with the old address.

The buttons follow the app's conventions. Actions that repeat per row belong in a menu here — accounts/_account.html.erb renders its own that way — not in a row of labelled buttons, which is what a provider panel does when it has a single connection to act on. So the per-address actions are a menu, the per-asset disconnect is icon-only, and the accounts-page card gains the actions menu every other provider card already had. Two items, like Kraken's; no "Manage" link, because no other card navigates to settings from there.

A tracked asset had no icon. Account#logo_url asks its provider adapter, and ours answered nothing: there is no institution behind a wallet and nothing attaches a file. Built from the symbol rather than looked up, since the accounts page renders one per account and a Security lookup each would be a query per row.

The settings panel showed rows it could not manage. It looped over every active item while its actions all acted on .last, so a family with two connections would have seen both and been able to manage one, silently. The reassurance banner moved into the linking modal, where the question it answers is actually asked, rather than sitting permanently on a settings page.

Added during review

Wallets synced before this change kept the old wording indefinitely. Nothing rewrote them: perform_sync returns early when no address changed on chain, and the repair pass only ever looked at display-only Transaction rows, never at existing Trade ones. A cold address — which is most of them — would have shown "Buy 1.5 shares of CRYPTO:BTC" forever.

The repair now relabels this processor's own trades too, from perform_post_sync, which is the pass that already runs for every linked asset rather than only the changed ones. Scoped to its external_id prefix and to source: SOURCE, so a trade the user entered by hand is never renamed — there is a test for that, because "relabel on-chain trades" is one loose where away from renaming somebody's manual entry. Idempotent, so a nightly sync does not rewrite the same rows forever.

The logo URL trusted the token symbol. Security.brandfetch_crypto_url interpolated it straight into a URL path, and Onchain::AssetSymbol.canonical only upcases and trims — it exists to fold USDC.e onto USDC, not to sanitise anything. An on-chain token can be called whatever its deployer chose. A slash rewrites the path and points it elsewhere on the CDN; a hash truncates it and pushes ?c=<client id> into a fragment Brandfetch never receives, so every logo silently stops resolving.

Guarded in the helper rather than at the call site: six callers reach it from four different providers, and a validator applied at one of them leaves the other five open.

A test was clearing a shared setting to a value it had invented. It set Setting.brand_fetch_client_id and restored it to nil in ensure — not a leak so much as order-dependence, since anything the suite had configured vanished whenever this test happened to run first. It saves and restores the previous value now.

Testing

bin/rails test        7077 runs, 28488 assertions, 0 failures, 0 errors
rubocop / erb_lint / brakeman   clean

Net −125 lines: removing a misleading action and two invented UI patterns costs less code than it saved.

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Summary by CodeRabbit

New Features
- Added cryptocurrency logos to linked on-chain accounts.
- Added dedicated Sync and Delete actions to wallet menus.
- Added guidance explaining that on-chain wallets are keyless and read-only.
- Added support for insights, push subscriptions, budget-category moves, and Snaptrade device authorization.
Updates
- On-chain movements now use transfer labels with clearer received/sent names.
- Removed wallet address-change functionality.
- Improved wallet and asset controls with icon-based menus, tooltips, and confirmations.
- Streamlined provider wallet connection displays.

coderabbitai · 2026-08-23T21:58:32Z

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📝 Walkthrough

Walkthrough

On-chain wallet address changes were removed. Wallet cards and management pages now expose sync, delete, review, and disconnect actions through menus. Transfer entries use received and sent naming. Linked accounts can display validated crypto asset logos. Additional application routes were added.

Changes

Wallet management flow

Layer / File(s)	Summary
Remove wallet address changes `app/controllers/onchain_wallet_items_controller.rb`, `app/models/onchain_wallet_item.rb`, `config/routes.rb`, `config/locales/views/onchain_wallet_items/en.yml`, `test/controllers/onchain_wallet_items_controller_test.rb`	Removed wallet address mutation actions, routes, translations, model operation, and related tests.
Consolidate wallet actions `app/views/onchain_wallet_items/_wallet_card.html.erb`, `app/views/onchain_wallet_items/manage.html.erb`, `config/locales/views/onchain_wallet_items/en.yml`, `test/controllers/accounts_controller_test.rb`, `test/controllers/onchain_wallet_items_controller_test.rb`, `test/system/onchain_wallets_test.rb`	Added or reorganized sync, delete, token review, and disconnect actions in compact menus.
Update wallet connection views `app/views/settings/providers/_onchain_wallet_panel.html.erb`, `app/views/onchain_wallet_items/new_wallet.html.erb`, `test/controllers/onchain_wallet_items_controller_test.rb`, `test/system/onchain_wallets_test.rb`	Rendered the single wallet connection directly and added keyless-wallet information to the new-wallet form.

Wallet data presentation

Layer / File(s)	Summary
Use transfer labels for movements `app/models/onchain_wallet_account/processor.rb`, `test/models/onchain_wallet_account/processor_test.rb`	Priced movements now use the `Transfer` activity label with `Received` or `Sent` names. A repair pass updates legacy processor-created trades.
Derive crypto asset logos `app/models/provider/onchain_wallet_adapter.rb`, `app/models/security.rb`, `test/models/onchain_wallet_account_test.rb`, `test/models/security_test.rb`	Added Brandfetch crypto logo URL generation from the tracked asset symbol. Unsafe symbols return `nil`.

Additional application routes

Layer / File(s)	Summary
Add application endpoints `config/routes.rb`	Added routes for Snaptrade OAuth device flow, budget-category movement, insights, and push-subscription management.

Estimated code review effort: 3 (Moderate) | ~30 minutes

Merge Risk: ⚪ Minimal · up to a743e

The PR updates wallet transfer labeling and management UI behavior, with reported tests and static checks passing. No actionable merge-blocking risk remains beyond normal review and checks.

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Check name	Status	Explanation	Resolution
Docstring Coverage	⚠️ Warning	Docstring coverage is 50.00% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 6 functions across 6 files.	Write docstrings for the functions missing them to satisfy the coverage threshold.

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Check name	Status	Explanation
Description Check	✅ Passed	Check skipped - CodeRabbit’s high-level summary is enabled.
Title check	✅ Passed	The title accurately identifies the main changes: updating transfer handling and removing address swapping. It is specific enough for the changeset, despite the duplicated word and awkward phrasing.
Linked Issues check	✅ Passed	Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check	✅ Passed	Check skipped because no linked issues were found for this pull request.

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calculate_avg_cost sums every trade with a positive quantity, so an asset moved in from elsewhere is counted as bought on the day it arrived. A coin acquired at 30k and transferred in at 60k reports a cost of 60k and no gain at all — a number that looks authoritative and is wrong. Nothing here can know what a transferred asset cost: the purchase happened somewhere this app never saw. Leaving the cost unknown is what the method already does when it has nothing to work from, and for the same stated reason the fallback to market price was removed from it: "Previously this fell back to current market price, which was misleading." Two things it would be easy to get wrong, and both are covered: - **One transfer makes the whole position unknown**, not just its own row. Averaging the purchases alone and applying that to every unit is the same fabrication in a quieter form: buy one at 30k, receive one, and the position reports 30k a unit for two units that did not cost that. - **Unlabelled purchases are preserved.** `!=` is NULL for a row with no label, so a naive exclusion would drop the ordinary trades that carry none — which is most of them. Hence IS DISTINCT FROM. Balances and value are unaffected: they come from holdings, which providers import from the position itself rather than from trade history. This reaches every integration that labels a movement as a transfer. Questrade journals already did; the self-custody wallets do as of we-promise#3153. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

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Inline comments:
In `@app/models/provider/onchain_wallet_adapter.rb`:
- Around line 67-70: Validate the canonical symbol in the provider-account flow
before passing it to Security.brandfetch_crypto_url, rejecting values containing
path/query/fragment delimiters or whitespace while preserving the existing
blank-symbol behavior. Reuse the shared symbol-validator mechanism, and add
tests covering these delimiters and whitespace.

In `@app/views/settings/providers/_onchain_wallet_panel.html.erb`:
- Around line 15-16: Update the system test flow in onchain_wallets_test.rb by
moving the keyless_title assertion from immediately after open_onchain_panel to
after add_wallet opens the new-wallet modal, where the alert is now rendered.
Preserve the existing assertion and remaining test flow.

In `@test/models/onchain_wallet_account_test.rb`:
- Around line 118-127: Preserve the prior Setting.brand_fetch_client_id value in
the test before assigning "test-client", then restore that saved value in the
ensure block instead of always setting it to nil. Update the setup around
create_onchain_wallet_account and the corresponding cleanup while leaving the
account assertion unchanged.

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app/controllers/onchain_wallet_items_controller.rb
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app/models/onchain_wallet_item.rb
app/models/provider/onchain_wallet_adapter.rb
app/views/onchain_wallet_items/_wallet_card.html.erb
app/views/onchain_wallet_items/edit_wallet.html.erb
app/views/onchain_wallet_items/manage.html.erb
app/views/onchain_wallet_items/new_wallet.html.erb
app/views/settings/providers/_onchain_wallet_panel.html.erb
config/locales/models/onchain_wallet_item/en.yml
config/locales/views/onchain_wallet_items/en.yml
config/routes.rb
test/controllers/accounts_controller_test.rb
test/controllers/onchain_wallet_items_controller_test.rb
test/models/onchain_wallet_account/processor_test.rb
test/models/onchain_wallet_account_test.rb

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config/routes.rb
config/locales/models/onchain_wallet_item/en.yml
app/models/onchain_wallet_item.rb
app/views/onchain_wallet_items/edit_wallet.html.erb

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calculate_avg_cost sums every trade with a positive quantity, so an asset moved in from elsewhere is counted as bought on the day it arrived. A coin acquired at 30k and transferred in at 60k reports a cost of 60k and no gain at all — a number that looks authoritative and is wrong. Nothing here can know what a transferred asset cost: the purchase happened somewhere this app never saw. Leaving the cost unknown is what the method already does when it has nothing to work from, and for the same stated reason the fallback to market price was removed from it: "Previously this fell back to current market price, which was misleading." Two things it would be easy to get wrong, and both are covered: - **One transfer makes the whole position unknown**, not just its own row. Averaging the purchases alone and applying that to every unit is the same fabrication in a quieter form: buy one at 30k, receive one, and the position reports 30k a unit for two units that did not cost that. - **Unlabelled purchases are preserved.** `!=` is NULL for a row with no label, so a naive exclusion would drop the ordinary trades that carry none — which is most of them. Hence IS DISTINCT FROM. Balances and value are unaffected: they come from holdings, which providers import from the position itself rather than from trade history. This reaches every integration that labels a movement as a transfer. Questrade journals already did; the self-custody wallets do as of we-promise#3153. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

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In `@test/system/onchain_wallets_test.rb`:
- Around line 52-54: Update the on-chain wallet system test to assert
keyless_title is absent before opening the modal, then scope the post-open
assertion to turbo-frame#modal rather than the page. Preserve the existing
modal-opening flow while ensuring the reassurance cannot be satisfied by text in
another frame.

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🧹 Nitpick comments (1)

test/system/onchain_wallets_test.rb (1)
103-103: 🎯 Functional Correctness | 🔵 Trivial | ⚡ Quick win

Scope the action-menu selector to the wallet section. manage.html.erb renders one menu per (chain, address), so match: :first can target the wrong address when multiple addresses exist. Use within("section", text: OnchainTestHelper::FAKE_ADDRESS) or add a stable selector.
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In `@test/system/onchain_wallets_test.rb` at line 103, Scope the action-menu
lookup in the wallet test to the section containing
OnchainTestHelper::FAKE_ADDRESS before clicking, replacing the global match:
:first behavior so the correct wallet’s menu is opened.

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In `@test/system/onchain_wallets_test.rb`:
- Line 103: Scope the action-menu lookup in the wallet test to the section
containing OnchainTestHelper::FAKE_ADDRESS before clicking, replacing the global
match: :first behavior so the correct wallet’s menu is opened.

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…a name Review on we-promise#3153. Wallets synced before this change keep their `Buy`/`Sell` labels and their "Buy 1.5 shares of CRYPTO:BTC" wording, and nothing was rewriting them: `perform_sync` returns early when no address changed on chain, and the repair pass only ever looked at display-only `Transaction` rows. A cold address would have shown the old wording indefinitely — which for a wallet nobody touches is most of them. The repair now relabels this processor's own trades too, scoped to its `external_id` prefix and to `source: SOURCE` so a trade the user entered by hand is never renamed. It runs from `perform_post_sync`, which is the pass that already runs for every linked asset rather than only the changed ones. Idempotent, so a nightly sync does not rewrite the same rows forever. Separately: `Security.brandfetch_crypto_url` interpolated the symbol straight into a URL path, and `Onchain::AssetSymbol.canonical` only upcases and trims. An on-chain token can be called whatever its deployer chose, so a slash pointed the path elsewhere on the CDN and a hash pushed the client id into a fragment Brandfetch never sees. Guarded in the helper rather than at the call site — six callers reach it from four providers. Also from review: the icon test saves and restores `Setting.brand_fetch_client_id` instead of hard-coding nil in its `ensure`, which was erasing whatever the suite had configured. The "one query" claim in a repair test's name was never asserted, and this change adds a second query. Renamed to what it actually checks. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye

superagent-security · 2026-08-25T19:59:52Z

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calculate_avg_cost sums every trade with a positive quantity, so an asset moved in from elsewhere is counted as bought on the day it arrived. A coin acquired at 30k and transferred in at 60k reports a cost of 60k and no gain at all — a number that looks authoritative and is wrong. Nothing here can know what a transferred asset cost: the purchase happened somewhere this app never saw. Leaving the cost unknown is what the method already does when it has nothing to work from, and for the same stated reason the fallback to market price was removed from it: "Previously this fell back to current market price, which was misleading." Two things it would be easy to get wrong, and both are covered: - **One transfer makes the whole position unknown**, not just its own row. Averaging the purchases alone and applying that to every unit is the same fabrication in a quieter form: buy one at 30k, receive one, and the position reports 30k a unit for two units that did not cost that. - **Unlabelled purchases are preserved.** `!=` is NULL for a row with no label, so a naive exclusion would drop the ordinary trades that carry none — which is most of them. Hence IS DISTINCT FROM. Balances and value are unaffected: they come from holdings, which providers import from the position itself rather than from trade history. This reaches every integration that labels a movement as a transfer. Questrade journals already did; the self-custody wallets do as of we-promise#3153. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

…a name Review on we-promise#3153. Wallets synced before this change keep their `Buy`/`Sell` labels and their "Buy 1.5 shares of CRYPTO:BTC" wording, and nothing was rewriting them: `perform_sync` returns early when no address changed on chain, and the repair pass only ever looked at display-only `Transaction` rows. A cold address would have shown the old wording indefinitely — which for a wallet nobody touches is most of them. The repair now relabels this processor's own trades too, scoped to its `external_id` prefix and to `source: SOURCE` so a trade the user entered by hand is never renamed. It runs from `perform_post_sync`, which is the pass that already runs for every linked asset rather than only the changed ones. Idempotent, so a nightly sync does not rewrite the same rows forever. Separately: `Security.brandfetch_crypto_url` interpolated the symbol straight into a URL path, and `Onchain::AssetSymbol.canonical` only upcases and trims. An on-chain token can be called whatever its deployer chose, so a slash pointed the path elsewhere on the CDN and a hash pushed the client id into a fragment Brandfetch never sees. Guarded in the helper rather than at the call site — six callers reach it from four providers. Also from review: the icon test saves and restores `Setting.brand_fetch_client_id` instead of hard-coding nil in its `ensure`, which was erasing whatever the suite had configured. The "one query" claim in a repair test's name was never asserted, and this change adds a second query. Renamed to what it actually checks. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye

calculate_avg_cost sums every trade with a positive quantity, so an asset moved in from elsewhere is counted as bought on the day it arrived. A coin acquired at 30k and transferred in at 60k reports a cost of 60k and no gain at all — a number that looks authoritative and is wrong. Nothing here can know what a transferred asset cost: the purchase happened somewhere this app never saw. Leaving the cost unknown is what the method already does when it has nothing to work from, and for the same stated reason the fallback to market price was removed from it: "Previously this fell back to current market price, which was misleading." Two things it would be easy to get wrong, and both are covered: - **One transfer makes the whole position unknown**, not just its own row. Averaging the purchases alone and applying that to every unit is the same fabrication in a quieter form: buy one at 30k, receive one, and the position reports 30k a unit for two units that did not cost that. - **Unlabelled purchases are preserved.** `!=` is NULL for a row with no label, so a naive exclusion would drop the ordinary trades that carry none — which is most of them. Hence IS DISTINCT FROM. Balances and value are unaffected: they come from holdings, which providers import from the position itself rather than from trade history. This reaches every integration that labels a movement as a transfer. Questrade journals already did; the self-custody wallets do as of we-promise#3153. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

jjmata

Can you fix the merge conflicts, please! 🙏

…swap Three things reported from real use. **A transfer was announced as a purchase.** A movement was imported with `activity_label: "Buy"/"Sell"` and named "Buy 1.5 FAKE" — but coins arriving at an address were not bought there, and nothing here knows whether they were ever bought at all. The trade shape stays, because it is what carries quantity and cost basis in this ledger, but the label is now "Transfer" and the name is the one the movement already had while it was unpriced. The old wording also made the same event rename itself the day a price turned up for it. Worth pairing with the change to trades/_header.html.erb, which until now read the amount's sign and would still say "Buy" whatever the label. **Changing a tracked address is gone.** It repointed the rows at a new address while keeping their accounts, holdings and history — so trades reconstructed from address A stayed under an account presented as address B. Its own help text said so out loud: "The accounts, holdings and history stay as they are." Removing the address and adding the new one is not just simpler, it is the only one of the two that is honest, because it takes the old history with the old address. **The buttons follow the app's conventions now.** Actions that repeat per row belong in a menu here — accounts/_account.html.erb renders its own that way — not in a row of labelled buttons, which is what a provider panel does when it has a single connection to act on. So the per-address actions are a menu, the per-asset disconnect is icon-only, and the accounts-page card gains the actions menu every other provider card already had. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

Account#logo_url asks its provider adapter for one, and ours answered nothing: there is no institution behind a self-custody wallet, and nothing attaches a file, so every tracked asset showed a blank where every other account shows an icon. Fixing Security#crypto_base_asset covered the holdings list, which reads the security directly — this is the other path, and it went through the adapter. Built from the symbol rather than looked up. The accounts page renders one of these per account, so resolving a Security each would be a query per row, and the symbol is all Brandfetch's crypto endpoint needs. It answers nil without a client id, which is the same nothing the page shows today. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

…owser The system suite still expected the settings panel to carry the read-only reassurance, and to find "Review tokens" as a visible button. Both moved in the previous commit: the banner into the linking modal, where the question it answers is actually asked, and the per-address actions into a menu, as repeated row actions are rendered everywhere else in this app. Caught by CI rather than by me — the per-branch checks I ran covered `bin/rails test` and not `test:system`. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

The assertion proved the banner was somewhere on the page, which is exactly what the change does not claim: the point is where it lives. Now it asserts the text is absent from the settings panel and present inside the modal, so the test fails if the banner drifts back or never arrives. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

…a name Review on we-promise#3153. Wallets synced before this change keep their `Buy`/`Sell` labels and their "Buy 1.5 shares of CRYPTO:BTC" wording, and nothing was rewriting them: `perform_sync` returns early when no address changed on chain, and the repair pass only ever looked at display-only `Transaction` rows. A cold address would have shown the old wording indefinitely — which for a wallet nobody touches is most of them. The repair now relabels this processor's own trades too, scoped to its `external_id` prefix and to `source: SOURCE` so a trade the user entered by hand is never renamed. It runs from `perform_post_sync`, which is the pass that already runs for every linked asset rather than only the changed ones. Idempotent, so a nightly sync does not rewrite the same rows forever. Separately: `Security.brandfetch_crypto_url` interpolated the symbol straight into a URL path, and `Onchain::AssetSymbol.canonical` only upcases and trims. An on-chain token can be called whatever its deployer chose, so a slash pointed the path elsewhere on the CDN and a hash pushed the client id into a fragment Brandfetch never sees. Guarded in the helper rather than at the call site — six callers reach it from four providers. Also from review: the icon test saves and restores `Setting.brand_fetch_client_id` instead of hard-coding nil in its `ensure`, which was erasing whatever the suite had configured. The "one query" claim in a repair test's name was never asserted, and this change adds a second query. Renamed to what it actually checks. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye

we-promise#3182 added a `change_address` test while this branch was removing the feature it exercises. The rebase kept both, leaving a test calling a route this branch deletes. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye

calculate_avg_cost sums every trade with a positive quantity, so an asset moved in from elsewhere is counted as bought on the day it arrived. A coin acquired at 30k and transferred in at 60k reports a cost of 60k and no gain at all — a number that looks authoritative and is wrong. Nothing here can know what a transferred asset cost: the purchase happened somewhere this app never saw. Leaving the cost unknown is what the method already does when it has nothing to work from, and for the same stated reason the fallback to market price was removed from it: "Previously this fell back to current market price, which was misleading." Two things it would be easy to get wrong, and both are covered: - **One transfer makes the whole position unknown**, not just its own row. Averaging the purchases alone and applying that to every unit is the same fabrication in a quieter form: buy one at 30k, receive one, and the position reports 30k a unit for two units that did not cost that. - **Unlabelled purchases are preserved.** `!=` is NULL for a row with no label, so a naive exclusion would drop the ordinary trades that carry none — which is most of them. Hence IS DISTINCT FROM. Balances and value are unaffected: they come from holdings, which providers import from the position itself rather than from trade history. This reaches every integration that labels a movement as a transfer. Questrade journals already did; the self-custody wallets do as of we-promise#3153. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

buzzromain · 2026-08-26T07:02:49Z

Rebased — conflicts resolved here and on the other seven. mergeable: true on all of them, confirmed locally with git merge-tree against main as well.

The conflict on this one was not mechanical, so it is worth a look: #3182 modified change_wallet_address! while this PR removes the method outright, which is the thing it exists to do. I took the removal, and then had to drop the change_address test #3182 had just added, since it calls a route this branch deletes. Both PRs were green on their own; the pair would have broken on merge.

Full details and the merge order for the rest are on #3166, where you asked about the others.

bin/rails test — 7,206 runs, 28,892 assertions, 0 failures. RuboCop, erb_lint and Brakeman clean.

calculate_avg_cost sums every trade with a positive quantity, so an asset moved in from elsewhere is counted as bought on the day it arrived. A coin acquired at 30k and transferred in at 60k reports a cost of 60k and no gain at all — a number that looks authoritative and is wrong. Nothing here can know what a transferred asset cost: the purchase happened somewhere this app never saw. Leaving the cost unknown is what the method already does when it has nothing to work from, and for the same stated reason the fallback to market price was removed from it: "Previously this fell back to current market price, which was misleading." Two things it would be easy to get wrong, and both are covered: - **One transfer makes the whole position unknown**, not just its own row. Averaging the purchases alone and applying that to every unit is the same fabrication in a quieter form: buy one at 30k, receive one, and the position reports 30k a unit for two units that did not cost that. - **Unlabelled purchases are preserved.** `!=` is NULL for a row with no label, so a naive exclusion would drop the ordinary trades that carry none — which is most of them. Hence IS DISTINCT FROM. Balances and value are unaffected: they come from holdings, which providers import from the position itself rather than from trade history. This reaches every integration that labels a movement as a transfer. Questrade journals already did; the self-custody wallets do as of we-promise#3153. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

buzzromain mentioned this pull request Aug 23, 2026

fix(holdings): a transfer must not set a cost basis #3152

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fix(holdings): a transfer must not set a cost basis #3154

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buzzromain force-pushed the fix/onchain-transfers-not-trades branch from 9c815bf to 04b0d59 Compare August 26, 2026 05:26

buzzromain force-pushed the fix/onchain-transfers-not-trades branch from 04b0d59 to 818934e Compare August 26, 2026 06:10

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buzzromain and others added 6 commits August 26, 2026 06:38

buzzromain force-pushed the fix/onchain-transfers-not-trades branch from 818934e to a743e79 Compare August 26, 2026 06:46

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feat(goals): show what each account still has room to earmark #3166

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DS Drift Patrol — 0 findings (week of 2026-08-11) #3002

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Update on-chain wallets docs: remove Change address, fix transfer labels we-promise/docs#199

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fix(onchain-wallets): call transfers transfers, and drop the address swap - #3153

fix(onchain-wallets): call transfers transfers, and drop the address swap#3153
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