exchanges/credentials: Improve handling and error reporting (#1886)

* Improve credential handling and error reporting
Swapped out empty credential returns with more specific errors to make things clearer and avoid weird behavior. Added safeguards to handle nil credentials in WebSocket data processing. This gives us better error handling and more reliable fallback options when managing credentials.

* Rewrite gctwrapper test assertions to use substring matching instead of exact string matching

This prevents test failures caused by minor error message formatting changes

* Correct mutex use in GetCredentials

Move mutex from local credentials copy to shares resource access
We were locking the mutex when modifying a local copy instead of when reading from shared credentials
Moved RLock/RUnlock to wrap b.API.credentials access remoived the unnecessary locks when changing the local copy

Reduce lock contention and fix potential race conditions

* Replace test assertions with testify/require package in gctwrapper_test.go

* remove unnecesarry mutex locks in GetCredentials and fix test

* credentials test use require.ErrorIs

* Fix: improve credential handling in BTCMarkets websocket

* Refactor error messages and improve test assertions

* Update exchanges/credentials.go

* Update gctscript/wrappers/gct/gctwrapper_test.go

* credentials: Remove redundant comment for sub account override

---------

Co-authored-by: Adrian Gallagher <adrian.gallagher@thrasher.io>

exchanges/btcmarkets/btcmarkets_websocket.go

@@ -320,13 +320,15 @@ func (b *BTCMarkets) wsHandleData(respRaw []byte) error {
 			}
 		}
 
-		creds, err := b.GetCredentials(context.TODO())
-		if err != nil {
+		clientID := ""
+		if creds, err := b.GetCredentials(context.TODO()); err != nil {
 			b.Websocket.DataHandler <- order.ClassificationError{
 				Exchange: b.Name,
 				OrderID:  orderID,
 				Err:      err,
 			}
+		} else if creds != nil {
+			clientID = creds.ClientID
 		}
 
 		b.Websocket.DataHandler <- &order.Detail{
@@ -335,7 +337,7 @@ func (b *BTCMarkets) wsHandleData(respRaw []byte) error {
 			RemainingAmount: orderData.OpenVolume,
 			Exchange:        b.Name,
 			OrderID:         orderID,
-			ClientID:        creds.ClientID,
+			ClientID:        clientID,
 			Type:            oType,
 			Side:            oSide,
 			Status:          oStatus,

exchanges/coinbasepro/coinbasepro_websocket.go

@@ -173,6 +173,11 @@ func (c *CoinbasePro) wsHandleData(respRaw []byte) error {
 			}
 		}
 
+		clientID := ""
+		if creds != nil {
+			clientID = creds.ClientID
+		}
+
 		if wsOrder.UserID != "" {
 			var p currency.Pair
 			var a asset.Item
@@ -191,7 +196,7 @@ func (c *CoinbasePro) wsHandleData(respRaw []byte) error {
 				Exchange:        c.Name,
 				OrderID:         wsOrder.OrderID,
 				AccountID:       wsOrder.ProfileID,
-				ClientID:        creds.ClientID,
+				ClientID:        clientID,
 				Type:            oType,
 				Side:            oSide,
 				Status:          oStatus,

exchanges/credentials.go

@@ -6,6 +6,7 @@ import (
 	"fmt"
 	"strings"
 
+	"github.com/thrasher-corp/gocryptotrader/common"
 	"github.com/thrasher-corp/gocryptotrader/common/crypto"
 	"github.com/thrasher-corp/gocryptotrader/config"
 	"github.com/thrasher-corp/gocryptotrader/exchanges/account"
@@ -22,12 +23,11 @@ var (
 	// undertake an authenticated HTTP request.
 	ErrCredentialsAreEmpty = errors.New("credentials are empty")
 	// Errors related to API requirements and failures
-	errRequiresAPIKey            = errors.New("requires API key but default/empty one set")
-	errRequiresAPISecret         = errors.New("requires API secret but default/empty one set")
-	errRequiresAPIPEMKey         = errors.New("requires API PEM key but default/empty one set")
-	errRequiresAPIClientID       = errors.New("requires API Client ID but default/empty one set")
-	errBase64DecodeFailure       = errors.New("base64 decode has failed")
-	errContextCredentialsFailure = errors.New("context credentials type assertion failure")
+	errRequiresAPIKey      = errors.New("requires API key but default/empty one set")
+	errRequiresAPISecret   = errors.New("requires API secret but default/empty one set")
+	errRequiresAPIPEMKey   = errors.New("requires API PEM key but default/empty one set")
+	errRequiresAPIClientID = errors.New("requires API Client ID but default/empty one set")
+	errBase64DecodeFailure = errors.New("base64 decode has failed")
 )
 
 // SetKey sets new key for the default credentials
@@ -115,31 +115,28 @@ func (b *Base) GetCredentials(ctx context.Context) (*account.Credentials, error)
 	if value != nil {
 		ctxCredStore, ok := value.(*account.ContextCredentialsStore)
 		if !ok {
-			// NOTE: Return empty credentials on error to limit panic on
-			// websocket handling.
-			return &account.Credentials{}, errContextCredentialsFailure
+			return nil, common.GetTypeAssertError("*account.ContextCredentialsStore", value)
 		}
 
 		creds := ctxCredStore.Get()
 		if err := b.CheckCredentials(creds, true); err != nil {
-			return creds, fmt.Errorf("context credentials issue: %w", err)
+			return nil, fmt.Errorf("error checking credentials from context: %w", err)
 		}
 		return creds, nil
 	}
 
-	creds := b.API.credentials
-	err := b.CheckCredentials(&creds, false)
-	if err != nil {
-		// NOTE: Return empty credentials on error to limit panic on websocket
-		// handling.
-		return &account.Credentials{}, err
-	}
-	subAccountOverride, ok := ctx.Value(account.ContextSubAccountFlag).(string)
+	// Fallback to exchange loaded credentials
 	b.API.credMu.RLock()
-	defer b.API.credMu.RUnlock()
-	if ok {
+	creds := b.API.credentials
+	b.API.credMu.RUnlock()
+	if err := b.CheckCredentials(&creds, false); err != nil {
+		return nil, fmt.Errorf("error checking credentials: %w", err)
+	}
+
+	if subAccountOverride, ok := ctx.Value(account.ContextSubAccountFlag).(string); ok {
 		creds.SubAccount = subAccountOverride
 	}
+
 	return &creds, nil
 }
 

exchanges/credentials_test.go

@@ -5,6 +5,8 @@ import (
 	"errors"
 	"testing"
 
+	"github.com/stretchr/testify/require"
+	"github.com/thrasher-corp/gocryptotrader/common"
 	"github.com/thrasher-corp/gocryptotrader/config"
 	"github.com/thrasher-corp/gocryptotrader/exchanges/account"
 )
@@ -55,9 +57,7 @@ func TestGetCredentials(t *testing.T) {
 
 	ctx = context.WithValue(t.Context(), account.ContextCredentialsFlag, "pewpew")
 	_, err = b.GetCredentials(ctx)
-	if !errors.Is(err, errContextCredentialsFailure) {
-		t.Fatalf("received: %v but expected: %v", err, errContextCredentialsFailure)
-	}
+	require.ErrorIs(t, err, common.ErrTypeAssertFailure)
 
 	b.API.CredentialsValidator.RequiresBase64DecodeSecret = false
 	fullCred := &account.Credentials{