mirror of
https://github.com/we-promise/sure.git
synced 2026-04-23 22:14:08 +00:00
* 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.
314 lines
10 KiB
Ruby
314 lines
10 KiB
Ruby
# frozen_string_literal: true
|
|
|
|
class Api::V1::TradesController < Api::V1::BaseController
|
|
include Pagy::Backend
|
|
|
|
before_action :ensure_read_scope, only: [ :index, :show ]
|
|
before_action :ensure_write_scope, only: [ :create, :update, :destroy ]
|
|
before_action :set_trade, only: [ :show, :update, :destroy ]
|
|
|
|
def index
|
|
family = current_resource_owner.family
|
|
trades_query = family.trades.visible
|
|
|
|
trades_query = apply_filters(trades_query)
|
|
trades_query = trades_query.includes({ entry: :account }, :security, :category).reverse_chronological
|
|
|
|
@pagy, @trades = pagy(
|
|
trades_query,
|
|
page: safe_page_param,
|
|
limit: safe_per_page_param
|
|
)
|
|
@per_page = safe_per_page_param
|
|
|
|
render :index
|
|
rescue ArgumentError => e
|
|
render_validation_error(e.message, [ e.message ])
|
|
rescue => e
|
|
log_and_render_error("index", e)
|
|
end
|
|
|
|
def show
|
|
render :show
|
|
rescue => e
|
|
log_and_render_error("show", e)
|
|
end
|
|
|
|
def create
|
|
unless trade_params[:account_id].present?
|
|
return render_validation_error("Account ID is required", [ "Account ID is required" ])
|
|
end
|
|
|
|
account = current_resource_owner.family.accounts.visible.find(trade_params[:account_id])
|
|
|
|
unless account.supports_trades?
|
|
return render_validation_error(
|
|
"Account does not support trades (investment or crypto exchange only)",
|
|
[ "Account must be an investment or crypto exchange account" ]
|
|
)
|
|
end
|
|
|
|
create_params = build_create_form_params(account)
|
|
return if performed? # build_create_form_params may have rendered validation errors
|
|
|
|
model = Trade::CreateForm.new(create_params).create
|
|
|
|
unless model.persisted?
|
|
errors = model.is_a?(Entry) ? model.errors.full_messages : [ "Trade could not be created" ]
|
|
return render_validation_error("Trade could not be created", errors)
|
|
end
|
|
|
|
if model.is_a?(Entry)
|
|
model.lock_saved_attributes!
|
|
model.mark_user_modified!
|
|
model.sync_account_later
|
|
@trade = model.trade
|
|
else
|
|
@trade = model
|
|
end
|
|
|
|
apply_trade_create_options!
|
|
return if performed?
|
|
|
|
@entry = @trade.entry
|
|
render :show, status: :created
|
|
rescue ActiveRecord::RecordNotFound => e
|
|
message = (e.model == "Account") ? "Account not found" : "Security not found"
|
|
render json: { error: "not_found", message: message }, status: :not_found
|
|
rescue => e
|
|
log_and_render_error("create", e)
|
|
end
|
|
|
|
def update
|
|
updatable = build_entry_params_for_update
|
|
|
|
if @entry.update(updatable.except(:nature))
|
|
@entry.lock_saved_attributes!
|
|
@entry.mark_user_modified!
|
|
@entry.sync_account_later
|
|
@trade = @entry.trade
|
|
render :show
|
|
else
|
|
render_validation_error("Trade could not be updated", @entry.errors.full_messages)
|
|
end
|
|
rescue => e
|
|
log_and_render_error("update", e)
|
|
end
|
|
|
|
def destroy
|
|
@entry = @trade.entry
|
|
@entry.destroy!
|
|
@entry.sync_account_later
|
|
|
|
render json: { message: "Trade deleted successfully" }, status: :ok
|
|
rescue => e
|
|
log_and_render_error("destroy", e)
|
|
end
|
|
|
|
private
|
|
|
|
def set_trade
|
|
family = current_resource_owner.family
|
|
@trade = family.trades.visible.find(params[:id])
|
|
@entry = @trade.entry
|
|
rescue ActiveRecord::RecordNotFound
|
|
render json: { error: "not_found", message: "Trade not found" }, status: :not_found
|
|
end
|
|
|
|
def ensure_read_scope
|
|
authorize_scope!(:read)
|
|
end
|
|
|
|
def ensure_write_scope
|
|
authorize_scope!(:write)
|
|
end
|
|
|
|
def apply_filters(query)
|
|
need_entry_join = params[:account_id].present? || params[:account_ids].present? ||
|
|
params[:start_date].present? || params[:end_date].present?
|
|
query = query.joins(:entry) if need_entry_join
|
|
|
|
if params[:account_id].present?
|
|
query = query.where(entries: { account_id: params[:account_id] })
|
|
end
|
|
if params[:account_ids].present?
|
|
query = query.where(entries: { account_id: Array(params[:account_ids]) })
|
|
end
|
|
if params[:start_date].present?
|
|
query = query.where("entries.date >= ?", parse_date!(params[:start_date], "start_date"))
|
|
end
|
|
if params[:end_date].present?
|
|
query = query.where("entries.date <= ?", parse_date!(params[:end_date], "end_date"))
|
|
end
|
|
query
|
|
end
|
|
|
|
def trade_params
|
|
params.require(:trade).permit(
|
|
:account_id, :date, :qty, :price, :currency,
|
|
:security_id, :ticker, :manual_ticker, :investment_activity_label, :category_id
|
|
)
|
|
end
|
|
|
|
def trade_update_params
|
|
params.require(:trade).permit(
|
|
:name, :date, :amount, :currency, :notes, :nature, :type,
|
|
:qty, :price, :investment_activity_label, :category_id
|
|
)
|
|
end
|
|
|
|
def build_entry_params_for_update
|
|
flat = trade_update_params.to_h
|
|
entry_params = {
|
|
name: flat[:name],
|
|
date: flat[:date],
|
|
amount: flat[:amount],
|
|
currency: flat[:currency],
|
|
notes: flat[:notes],
|
|
entryable_type: "Trade",
|
|
entryable_attributes: {
|
|
id: @trade.id,
|
|
investment_activity_label: flat[:investment_activity_label],
|
|
category_id: flat[:category_id]
|
|
}.compact_blank
|
|
}.compact
|
|
|
|
original_qty = flat[:qty]
|
|
original_price = flat[:price]
|
|
type_or_nature = flat[:type].presence || flat[:nature]
|
|
|
|
if original_qty.present? || original_price.present?
|
|
qty = original_qty.present? ? original_qty : @trade.qty.abs
|
|
price = original_price.present? ? original_price : @trade.price
|
|
is_sell = type_or_nature.present? ? trade_sell_from_type_or_nature?(type_or_nature) : @trade.qty.negative?
|
|
signed_qty = is_sell ? -qty.to_d.abs : qty.to_d.abs
|
|
entry_params[:entryable_attributes][:qty] = signed_qty
|
|
entry_params[:amount] = signed_qty * price.to_d
|
|
ticker = @trade.security&.ticker
|
|
entry_params[:name] = Trade.build_name(is_sell ? "sell" : "buy", signed_qty.abs, ticker) if ticker.present?
|
|
entry_params[:entryable_attributes][:investment_activity_label] = flat[:investment_activity_label].presence || @trade.investment_activity_label.presence || (is_sell ? "Sell" : "Buy")
|
|
end
|
|
|
|
entry_params
|
|
end
|
|
|
|
# True for sell: "sell" or "inflow". False for buy: "buy", "outflow", or blank. Keeps create (buy/sell) and update (type or nature) consistent.
|
|
def trade_sell_from_type_or_nature?(value)
|
|
return false if value.blank?
|
|
|
|
normalized = value.to_s.downcase.strip
|
|
%w[sell inflow].include?(normalized)
|
|
end
|
|
|
|
def build_create_form_params(account)
|
|
type = params.dig(:trade, :type).to_s.downcase
|
|
unless %w[buy sell].include?(type)
|
|
render_validation_error("Type must be buy or sell", [ "type must be 'buy' or 'sell'" ])
|
|
return nil
|
|
end
|
|
|
|
ticker_value = nil
|
|
manual_ticker_value = nil
|
|
|
|
unless trade_params[:date].present?
|
|
render_validation_error("Date is required", [ "date must be present" ])
|
|
return nil
|
|
end
|
|
|
|
if trade_params[:security_id].present?
|
|
security = Security.find(trade_params[:security_id])
|
|
ticker_value = security.exchange_operating_mic.present? ? "#{security.ticker}|#{security.exchange_operating_mic}" : security.ticker
|
|
elsif trade_params[:ticker].present?
|
|
ticker_value = trade_params[:ticker]
|
|
elsif trade_params[:manual_ticker].present?
|
|
manual_ticker_value = trade_params[:manual_ticker]
|
|
else
|
|
render_validation_error("Security identifier required", [ "Provide security_id, ticker, or manual_ticker" ])
|
|
return nil
|
|
end
|
|
|
|
qty_raw = trade_params[:qty].to_s.strip
|
|
price_raw = trade_params[:price].to_s.strip
|
|
return render_validation_error("Quantity and price are required", [ "qty and price must be present and positive" ]) if qty_raw.blank? || price_raw.blank?
|
|
|
|
qty = qty_raw.to_d
|
|
price = price_raw.to_d
|
|
if qty <= 0 || price <= 0
|
|
# Non-numeric input (e.g. "abc") becomes 0 with to_d; give a clearer message than "must be present"
|
|
non_numeric = (qty.zero? && qty_raw !~ /\A0(\.0*)?\z/) || (price.zero? && price_raw !~ /\A0(\.0*)?\z/)
|
|
return render_validation_error("Quantity and price must be valid numbers", [ "qty and price must be valid positive numbers" ]) if non_numeric
|
|
return render_validation_error("Quantity and price are required", [ "qty and price must be present and positive" ])
|
|
end
|
|
|
|
{
|
|
account: account,
|
|
date: trade_params[:date],
|
|
qty: qty,
|
|
price: price,
|
|
currency: trade_params[:currency].presence || account.currency,
|
|
type: type,
|
|
ticker: ticker_value,
|
|
manual_ticker: manual_ticker_value
|
|
}.compact
|
|
end
|
|
|
|
def apply_trade_create_options!
|
|
attrs = {}
|
|
if trade_params[:investment_activity_label].present?
|
|
label = trade_params[:investment_activity_label]
|
|
unless Trade::ACTIVITY_LABELS.include?(label)
|
|
render_validation_error("Invalid investment_activity_label", [ "investment_activity_label must be one of: #{Trade::ACTIVITY_LABELS.join(', ')}" ])
|
|
return
|
|
end
|
|
attrs[:investment_activity_label] = label
|
|
end
|
|
if trade_params[:category_id].present?
|
|
category = current_resource_owner.family.categories.find_by(id: trade_params[:category_id])
|
|
unless category
|
|
render_validation_error("Category not found or does not belong to your family", [ "category_id is invalid" ])
|
|
return
|
|
end
|
|
attrs[:category_id] = category.id
|
|
end
|
|
@trade.update!(attrs) if attrs.any?
|
|
end
|
|
|
|
def render_validation_error(message, errors)
|
|
render json: {
|
|
error: "validation_failed",
|
|
message: message,
|
|
errors: errors
|
|
}, status: :unprocessable_entity
|
|
end
|
|
|
|
def parse_date!(value, param_name)
|
|
Date.parse(value)
|
|
rescue Date::Error, ArgumentError, TypeError
|
|
raise ArgumentError, "Invalid #{param_name} format"
|
|
end
|
|
|
|
def log_and_render_error(action, exception)
|
|
Rails.logger.error "TradesController##{action} error: #{exception.message}"
|
|
Rails.logger.error exception.backtrace.join("\n")
|
|
render json: {
|
|
error: "internal_server_error",
|
|
message: "An unexpected error occurred"
|
|
}, status: :internal_server_error
|
|
end
|
|
|
|
def safe_page_param
|
|
page = params[:page].to_i
|
|
page > 0 ? page : 1
|
|
end
|
|
|
|
def safe_per_page_param
|
|
per_page = params[:per_page].to_i
|
|
case per_page
|
|
when 1..100
|
|
per_page
|
|
else
|
|
25
|
|
end
|
|
end
|
|
end
|