Files
sure/app/controllers/akahu_items_controller.rb
Brad 1b8b21760b feat(provider): Akahu integration (#1921)
* First pass of Akahu

* fix up sync all

* conflicts

* fix db migration issue? - fix auto selection of akahu account type

* Address Akahu PR feedback

* Complete provider metadata

* Fix PR 1921 CI tests

* PR feedback

* PR feedback

* post merge

---------

Co-authored-by: failing <failing@users.noreply.github.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: sure-admin <sure-admin@splashblot.com>
2026-06-02 21:44:57 +02:00

367 lines
12 KiB
Ruby

class AkahuItemsController < ApplicationController
before_action :set_akahu_item, only: [ :show, :edit, :update, :destroy, :sync, :setup_accounts, :complete_account_setup ]
before_action :require_admin!, only: [
:new, :create, :preload_accounts, :select_accounts, :link_accounts,
:select_existing_account, :link_existing_account, :edit, :update,
:destroy, :sync, :setup_accounts, :complete_account_setup
]
def index
@akahu_items = Current.family.akahu_items.active.ordered
render layout: "settings"
end
def show
end
def new
@akahu_item = Current.family.akahu_items.build
end
def edit
end
def create
@akahu_item = Current.family.akahu_items.build(akahu_item_params)
@akahu_item.name = t("akahu_items.provider_panel.default_connection_name") if @akahu_item.name.blank?
if @akahu_item.save
@akahu_item.sync_later
render_provider_panel(:notice, t(".success"))
else
render_provider_panel_error(@akahu_item.errors.full_messages.join(", "))
end
end
def update
if @akahu_item.update(update_params)
render_provider_panel(:notice, t(".success"))
else
render_provider_panel_error(@akahu_item.errors.full_messages.join(", "))
end
end
def destroy
@akahu_item.unlink_all!(dry_run: false)
@akahu_item.destroy_later
redirect_to settings_providers_path, notice: t(".success"), status: :see_other
rescue => e
Rails.logger.warn("Akahu unlink during destroy failed: #{e.class} - #{e.message}")
redirect_to settings_providers_path, alert: t(".unlink_failed"), status: :see_other
end
def sync
@akahu_item.sync_later unless @akahu_item.syncing?
respond_to do |format|
format.html { redirect_back_or_to accounts_path }
format.json { head :ok }
end
end
def preload_accounts
akahu_item = requested_akahu_item
return render json: { success: false, error: "no_credentials", has_accounts: false } unless akahu_item.credentials_configured?
error = fetch_akahu_accounts_from_api(akahu_item)
render json: { success: error.blank?, error_message: error, has_accounts: akahu_item.akahu_accounts.exists? }
end
def select_accounts
@accountable_type = params[:accountable_type] || "Depository"
@return_to = safe_return_to_path
@akahu_item = requested_akahu_item
unless @akahu_item.credentials_configured?
redirect_to settings_providers_path, alert: t(".no_credentials_configured")
return
end
@api_error = fetch_akahu_accounts_from_api(@akahu_item)
@akahu_accounts = @akahu_item.akahu_accounts
.left_joins(:account_provider)
.where(account_providers: { id: nil })
.order(:name)
render layout: false
end
def link_accounts
akahu_item = requested_akahu_item
unless akahu_item.credentials_configured?
redirect_to settings_providers_path, alert: t(".no_credentials_configured")
return
end
selected_ids = Array(params[:account_ids]).compact_blank
if selected_ids.empty?
redirect_to select_accounts_akahu_items_path(akahu_item_id: akahu_item.id, accountable_type: params[:accountable_type], return_to: safe_return_to_path), alert: t(".no_accounts_selected")
return
end
account_type = params[:accountable_type].presence || "Depository"
unless Provider::AkahuAdapter.supported_account_types.include?(account_type)
redirect_to new_account_path, alert: t(".unsupported_account_type")
return
end
created_accounts = []
ActiveRecord::Base.transaction do
akahu_item.akahu_accounts.where(id: selected_ids).find_each do |akahu_account|
next if akahu_account.account_provider.present?
account = create_account_from_akahu(akahu_account, account_type)
AccountProvider.create!(account: account, provider: akahu_account)
created_accounts << account
end
end
akahu_item.sync_later if created_accounts.any?
if created_accounts.any?
redirect_to safe_return_to_path || accounts_path, notice: t(".success", count: created_accounts.count)
else
redirect_to select_accounts_akahu_items_path(akahu_item_id: akahu_item.id, accountable_type: account_type, return_to: safe_return_to_path), alert: t(".link_failed")
end
end
def select_existing_account
@account = Current.family.accounts.find(params[:account_id])
if @account.account_providers.exists?
redirect_to accounts_path, alert: t(".account_already_linked")
return
end
@akahu_item = requested_akahu_item
unless @akahu_item.credentials_configured?
redirect_to settings_providers_path, alert: t(".no_credentials_configured")
return
end
@api_error = fetch_akahu_accounts_from_api(@akahu_item)
@akahu_accounts = @akahu_item.akahu_accounts
.left_joins(:account_provider)
.where(account_providers: { id: nil })
.order(:name)
@return_to = safe_return_to_path
render layout: false
end
def link_existing_account
account = Current.family.accounts.find(params[:account_id])
akahu_item = requested_akahu_item
unless akahu_item.credentials_configured?
redirect_to settings_providers_path, alert: t("akahu_items.select_existing_account.no_credentials_configured")
return
end
akahu_account = akahu_item.akahu_accounts.find(params[:akahu_account_id])
if account.account_providers.exists?
redirect_to accounts_path, alert: t(".account_already_linked")
return
end
if akahu_account.account_provider.present?
redirect_to accounts_path, alert: t(".akahu_account_already_linked")
return
end
AccountProvider.create!(account: account, provider: akahu_account)
akahu_item.sync_later
redirect_to safe_return_to_path || accounts_path, notice: t(".success", account_name: account.name)
end
def setup_accounts
@api_error = fetch_akahu_accounts_from_api(@akahu_item)
@akahu_accounts = @akahu_item.akahu_accounts
.left_joins(:account_provider)
.where(account_providers: { id: nil })
.order(:name)
@account_type_options = [
[ t(".account_types.skip"), "skip" ],
[ t(".account_types.depository"), "Depository" ],
[ t(".account_types.credit_card"), "CreditCard" ],
[ t(".account_types.investment"), "Investment" ],
[ t(".account_types.loan"), "Loan" ]
]
@akahu_account_type_suggestions = @akahu_accounts.each_with_object({}) do |akahu_account, suggestions|
suggestions[akahu_account.id] = akahu_account.suggested_account_type || "skip"
end
end
def complete_account_setup
account_types = params[:account_types] || {}
created_accounts = []
skipped_count = 0
ActiveRecord::Base.transaction do
account_types.each do |akahu_account_id, selected_type|
if selected_type.blank? || selected_type == "skip"
skipped_count += 1
next
end
next unless Provider::AkahuAdapter.supported_account_types.include?(selected_type)
akahu_account = @akahu_item.akahu_accounts.find_by(id: akahu_account_id)
next unless akahu_account
next if akahu_account.account_provider.present?
account = create_account_from_akahu(akahu_account, selected_type)
AccountProvider.create!(account: account, provider: akahu_account)
created_accounts << account
end
end
@akahu_item.sync_later if created_accounts.any?
flash[:notice] = if created_accounts.any?
t(".success", count: created_accounts.count)
elsif skipped_count.positive?
t(".all_skipped")
else
t(".no_accounts")
end
redirect_to accounts_path, status: :see_other
rescue ActiveRecord::RecordInvalid, ActiveRecord::RecordNotSaved => e
Rails.logger.error("Akahu account setup failed: #{e.class} - #{e.message}")
redirect_to accounts_path, alert: t(".creation_failed"), status: :see_other
end
private
def set_akahu_item
@akahu_item = Current.family.akahu_items.find(params[:id])
end
def akahu_item_params
params.require(:akahu_item).permit(:name, :sync_start_date, :app_token, :user_token)
end
def update_params
permitted = akahu_item_params
permitted = permitted.except(:app_token) if permitted[:app_token].blank?
permitted = permitted.except(:user_token) if permitted[:user_token].blank?
permitted
end
def requested_akahu_item
Current.family.akahu_items.active.find_by!(id: params[:akahu_item_id])
end
def fetch_akahu_accounts_from_api(akahu_item)
return t("akahu_items.setup_accounts.no_credentials") unless akahu_item.credentials_configured?
provider = akahu_item.akahu_provider
accounts = provider.get_accounts
accounts.each do |account_data|
account = account_data.with_indifferent_access
account_id = account[:_id].presence || account[:id].presence
next if account_id.blank? || account[:name].blank?
akahu_account = akahu_item.akahu_accounts.find_or_initialize_by(account_id: account_id.to_s)
akahu_account.upsert_akahu_snapshot!(account)
end
nil
rescue Provider::Akahu::AkahuError => e
Rails.logger.error("Akahu API error while fetching accounts: #{e.class}: #{e.message}")
t("akahu_items.setup_accounts.api_error")
rescue StandardError => e
Rails.logger.error("Unexpected error fetching Akahu accounts: #{e.class}: #{e.message}")
t("akahu_items.setup_accounts.api_error")
end
def create_account_from_akahu(akahu_account, account_type)
balance = akahu_account.current_balance || 0
balance = balance.abs if account_type.in?(%w[CreditCard Loan])
subtype = if account_type == "CreditCard"
"credit_card"
elsif account_type == "Depository" && akahu_account.suggested_account_type == account_type
akahu_account.suggested_subtype
elsif account_type == "Investment" && akahu_account.suggested_account_type == account_type
akahu_account.suggested_subtype
end
cash_balance = account_type == "Investment" ? 0 : balance
Account.create_and_sync(
{
family: Current.family,
name: akahu_account.name,
balance: balance,
cash_balance: cash_balance,
currency: akahu_account.currency || "NZD",
accountable_type: account_type,
accountable_attributes: subtype.present? ? { subtype: subtype } : {}
},
skip_initial_sync: true
)
end
def render_provider_panel(flash_type, message)
if turbo_frame_request?
flash.now[flash_type] = message
@akahu_items = Current.family.akahu_items.active.ordered
render turbo_stream: [
turbo_stream.replace(
"akahu-providers-panel",
partial: "settings/providers/akahu_panel",
locals: { akahu_items: @akahu_items }
),
*flash_notification_stream_items
]
else
redirect_to settings_providers_path, { flash_type => message, status: :see_other }
end
end
def render_provider_panel_error(message)
@error_message = message
if turbo_frame_request?
render turbo_stream: turbo_stream.replace(
"akahu-providers-panel",
partial: "settings/providers/akahu_panel",
locals: { error_message: @error_message }
), status: :unprocessable_entity
else
redirect_to settings_providers_path, alert: @error_message, status: :unprocessable_entity
end
end
def safe_return_to_path
return nil if params[:return_to].blank?
return_to = params[:return_to].to_s.strip
return nil unless return_to.start_with?("/")
return nil if return_to[1] == "/" || return_to[1] == "\\"
return nil if return_to.include?("\\") || return_to.match?(/[[:cntrl:]]/)
return nil if encoded_path_separator?(return_to)
uri = URI.parse(return_to)
return nil unless uri.relative?
Rails.application.routes.recognize_path(uri.path, method: :get)
return_to
rescue URI::InvalidURIError, ActionController::RoutingError
nil
end
def encoded_path_separator?(return_to)
encoded_second_character = return_to[1, 3]
return false unless encoded_second_character&.start_with?("%")
decoded = URI.decode_www_form_component(encoded_second_character)
decoded == "/" || decoded == "\\"
rescue ArgumentError
true
end
end