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