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* fix(security): sanitize exception messages in API responses (FIX-11)
Replace raw e.message/error.message interpolations in response bodies
with generic error strings, and log class+message server-side. Prevents
leaking internal exception details (stack traces, SQL fragments, record
data) to API clients.
Covers:
- API v1 accounts, categories (index/show), holdings, sync, trades,
transactions (index/show/create/update/destroy), valuations
(show/create/update): replace "Error: #{e.message}" with
"An unexpected error occurred".
- API v1 auth: device-registration rescue paths now log
"[Auth] Device registration failed: ..." and respond with
"Failed to register device".
- WebhooksController#plaid and #plaid_eu: log full error and respond
with "Invalid webhook".
- Settings::ProvidersController: generic user-facing flash alert,
detailed log line with error class + message.
Updates providers_controller_test assertion to match sanitized flash.
* fix(security): address CodeRabbit review
Major — partial-commit on device registration failure:
- Strengthened valid_device_info? to also run MobileDevice's model
validations up-front (device_type inclusion, attribute presence), not
just a flat "are the keys present?" check. A client that sends a bad
device_type ("windows", etc.) is now rejected at the API boundary
BEFORE signup commits any user/family/invite state.
- Wrapped the signup path (user.save + InviteCode.claim + MobileDevice
upsert + token issuance) in ActiveRecord::Base.transaction. A
post-save RecordInvalid from device registration (e.g., racing
uniqueness on device_id) now rolls back the user/invite/family so
clients don't see a partial-account state.
- Rescue branch logs the exception class + message ("#{e.class} - #{e.message}")
for better postmortem debugging, matching the providers controller
pattern.
Nit:
- Tightened providers_controller_test log expectation regex to assert on
both the exception class name AND the message ("StandardError - Database
error"), so a regression that drops either still fails the test.
Tests:
- New: "should reject signup with invalid device_type before committing
any state" — POST /api/v1/auth/signup with device_type="windows"
returns 400 AND asserts no User, MobileDevice, or Doorkeeper::AccessToken
row was created.
Note on SSO path (sso_exchange → issue_mobile_tokens, lines 173/225): the
device_info in those flows comes from Rails.cache (populated by an earlier
request that already passed valid_device_info?), so the pre-validation
covers it indirectly. Wrapping the full SSO account creation (user +
invitation + OidcIdentity + issue_mobile_tokens) in one transaction would
be a meaningful architectural cleanup but is out of scope for this
error-hygiene PR — filed it as a mental note for a follow-up.
109 lines
3.0 KiB
Ruby
109 lines
3.0 KiB
Ruby
# frozen_string_literal: true
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class Api::V1::HoldingsController < Api::V1::BaseController
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include Pagy::Backend
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before_action :ensure_read_scope
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before_action :set_holding, only: [ :show ]
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def index
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family = current_resource_owner.family
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holdings_query = family.holdings.joins(:account).where(accounts: { status: [ "draft", "active" ] })
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holdings_query = apply_filters(holdings_query)
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holdings_query = holdings_query.includes(:account, :security).chronological
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@pagy, @holdings = pagy(
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holdings_query,
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page: safe_page_param,
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limit: safe_per_page_param
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)
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@per_page = safe_per_page_param
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render :index
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rescue ArgumentError => e
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render_validation_error(e.message, [ e.message ])
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rescue => e
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log_and_render_error("index", e)
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end
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def show
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render :show
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rescue => e
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log_and_render_error("show", e)
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end
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private
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def set_holding
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family = current_resource_owner.family
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@holding = family.holdings.joins(:account).where(accounts: { status: %w[draft active] }).find(params[:id])
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rescue ActiveRecord::RecordNotFound
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render json: { error: "not_found", message: "Holding not found" }, status: :not_found
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end
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def ensure_read_scope
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authorize_scope!(:read)
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end
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def apply_filters(query)
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if params[:account_id].present?
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query = query.where(account_id: params[:account_id])
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end
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if params[:account_ids].present?
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query = query.where(account_id: Array(params[:account_ids]))
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end
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if params[:date].present?
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query = query.where(date: parse_date!(params[:date], "date"))
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end
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if params[:start_date].present?
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query = query.where("holdings.date >= ?", parse_date!(params[:start_date], "start_date"))
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end
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if params[:end_date].present?
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query = query.where("holdings.date <= ?", parse_date!(params[:end_date], "end_date"))
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end
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if params[:security_id].present?
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query = query.where(security_id: params[:security_id])
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end
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query
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end
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def safe_page_param
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page = params[:page].to_i
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page > 0 ? page : 1
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end
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def safe_per_page_param
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per_page = params[:per_page].to_i
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case per_page
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when 1..100
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per_page
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else
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25
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end
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end
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def parse_date!(value, param_name)
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Date.parse(value)
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rescue Date::Error, ArgumentError, TypeError
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raise ArgumentError, "Invalid #{param_name} format"
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end
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def render_validation_error(message, errors)
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render json: {
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error: "validation_failed",
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message: message,
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errors: errors
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}, status: :unprocessable_entity
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end
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def log_and_render_error(action, exception)
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Rails.logger.error "HoldingsController##{action} error: #{exception.message}"
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Rails.logger.error exception.backtrace.join("\n")
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render json: {
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error: "internal_server_error",
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message: "An unexpected error occurred"
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}, status: :internal_server_error
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end
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end
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