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* Initial account sharing changes * Update schema.rb * Update schema.rb * Change sharing UI to modal * UX fixes and sharing controls * Scope include in finances better * Update totals.rb * Update totals.rb * Scope reports to finance account scope * Update impersonation_sessions_controller_test.rb * Review fixes * Update schema.rb * Update show.html.erb * FIX db validation * Refine edit permissions * Review items * Review * Review * Add application level helper * Critical review * Address remaining review items * Fix modals * more scoping * linter * small UI fix * Fix: Sync broadcasts push unscoped balance sheet to all users * Update sync_complete_event.rb The fix removes the sidebar broadcasts (which rendered unscoped account groups using family.balance_sheet without user context) along with the now-unused sidebar_targets, account_group, and family_balance_sheet private methods. The sidebar will still update correctly — when the sync completes, Family::SyncCompleteEvent#broadcast fires family.broadcast_refresh, which triggers a morph-based page refresh for each user with their own authenticated session, rendering properly scoped sidebar content.
109 lines
3.2 KiB
Ruby
109 lines
3.2 KiB
Ruby
class Invitation < ApplicationRecord
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include Encryptable
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belongs_to :family
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belongs_to :inviter, class_name: "User"
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# Encrypt sensitive fields if ActiveRecord encryption is configured
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if encryption_ready?
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encrypts :token, deterministic: true
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encrypts :email, deterministic: true, downcase: true
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end
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validates :email, presence: true, format: { with: URI::MailTo::EMAIL_REGEXP }
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validates :role, presence: true, inclusion: { in: %w[admin member guest] }
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validates :token, presence: true, uniqueness: true
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validate :no_duplicate_pending_invitation_in_family
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validate :inviter_is_admin
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validate :no_other_pending_invitation, on: :create
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before_validation :normalize_email
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before_validation :generate_token, on: :create
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before_create :set_expiration
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scope :pending, -> { where(accepted_at: nil).where("expires_at > ?", Time.current) }
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scope :accepted, -> { where.not(accepted_at: nil) }
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def pending?
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accepted_at.nil? && expires_at > Time.current
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end
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def accept_for(user)
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return false if user.blank?
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return false unless pending?
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return false unless emails_match?(user)
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transaction do
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user.update!(family_id: family_id, role: role.to_s)
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update!(accepted_at: Time.current)
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auto_share_existing_accounts(user) if family.share_all_by_default?
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end
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true
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end
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private
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def emails_match?(user)
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inv_email = email.to_s.strip.downcase
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usr_email = user.email.to_s.strip.downcase
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inv_email.present? && usr_email.present? && inv_email == usr_email
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end
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def generate_token
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loop do
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self.token = SecureRandom.hex(32)
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break unless self.class.exists?(token: token)
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end
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end
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def set_expiration
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self.expires_at = 3.days.from_now
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end
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def normalize_email
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self.email = email.to_s.strip.downcase if email.present?
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end
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def no_other_pending_invitation
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return if email.blank?
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existing = if self.class.encryption_ready?
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self.class.pending.where(email: email).where.not(family_id: family_id).exists?
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else
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self.class.pending.where("LOWER(email) = ?", email.downcase).where.not(family_id: family_id).exists?
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end
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if existing
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errors.add(:email, "already has a pending invitation from another family")
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end
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end
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def no_duplicate_pending_invitation_in_family
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return if email.blank?
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scope = self.class.pending.where(family_id: family_id)
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scope = scope.where.not(id: id) if persisted?
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exists = if self.class.encryption_ready?
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scope.where(email: email).exists?
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else
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scope.where("LOWER(email) = ?", email.to_s.strip.downcase).exists?
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end
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errors.add(:email, "has already been invited to this family") if exists
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end
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def inviter_is_admin
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inviter.admin?
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end
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def auto_share_existing_accounts(user)
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records = family.accounts.where.not(owner_id: user.id).pluck(:id).map do |account_id|
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{ account_id: account_id, user_id: user.id, permission: "read_write",
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include_in_finances: true, created_at: Time.current, updated_at: Time.current }
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end
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AccountShare.insert_all(records, unique_by: %i[account_id user_id]) if records.any?
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end
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end
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