Files
sure/config/routes.rb
Juan José Mata f6e7234ead Enable Google SSO account creation in Flutter app (#1164)
* Add Google SSO onboarding flow for Flutter mobile app

Previously, mobile users attempting Google SSO without a linked OIDC
identity received an error telling them to link from the web app first.
This adds the same account linking/creation flow that exists on the PWA.

Backend changes:
- sessions_controller: Cache pending OIDC auth with a linking code and
  redirect back to the app instead of returning an error
- api/v1/auth_controller: Add sso_link endpoint to link Google identity
  to an existing account via email/password, and sso_create_account
  endpoint to create a new SSO-only account (respects JIT config)
- routes: Add POST auth/sso_link and auth/sso_create_account

Flutter changes:
- auth_service: Detect account_not_linked callback status, add ssoLink
  and ssoCreateAccount API methods
- auth_provider: Track SSO onboarding state, expose linking/creation
  methods and cancelSsoOnboarding
- sso_onboarding_screen: New screen with tabs to link existing account
  or create new account, pre-filled with Google profile data
- main.dart: Show SsoOnboardingScreen when ssoOnboardingPending is true

https://claude.ai/code/session_011ag1qSfriUg6j7TqFgbS5c

* Fix broken SSO tests: use MemoryStore cache and correct redirect param

- Sessions test: check `status` param instead of `error` since
  handle_mobile_sso_onboarding sends linking info with status key
- API auth tests: swap null_store for MemoryStore so cache-based
  linking code validation works in test environment

https://claude.ai/code/session_011ag1qSfriUg6j7TqFgbS5c

* Delay linking-code consumption until SSO link/create succeeds

Split validate_and_consume_linking_code into validate_linking_code
(read-only) and consume_linking_code! (delete). The code is now only
consumed after password verification (sso_link) or successful user
save (sso_create_account), so recoverable errors no longer burn the
one-time code and force a full Google SSO roundtrip.

https://claude.ai/code/session_011ag1qSfriUg6j7TqFgbS5c

* Make linking-code consumption atomic to prevent race conditions

Move consume_linking_code! (backed by Rails.cache.delete) to after
recoverable checks (bad password, policy rejection) but before
side-effecting operations (identity/user creation). Only the first
caller to delete the cache key gets true, so concurrent requests
with the same code cannot both succeed.

- sso_link: consume after password auth, before OidcIdentity creation
- sso_create_account: consume after allow_account_creation check,
  before User creation
- Bad password still preserves the code for retry
- Add single-use regression tests for both endpoints

https://claude.ai/code/session_011ag1qSfriUg6j7TqFgbS5c

* Add missing sso_create_account test coverage for blank code and validation failure

- Test blank linking_code returns 400 (bad_request) with proper error
- Test duplicate email triggers user.save failure → 422 with validation errors

https://claude.ai/code/session_011ag1qSfriUg6j7TqFgbS5c

* Verify cache payload in mobile SSO onboarding test with MemoryStore

The test environment uses :null_store which silently discards cache
writes, so handle_mobile_sso_onboarding's Rails.cache.write was never
verified. Swap in a MemoryStore for this test and assert the full
cached payload (provider, uid, email, name, device_info,
allow_account_creation) at the linking_code key from the redirect URL.

https://claude.ai/code/session_011ag1qSfriUg6j7TqFgbS5c

* Add rswag/OpenAPI specs for sso_link and sso_create_account endpoints

POST /api/v1/auth/sso_link: documents linking_code + email/password
params, 200 (tokens), 400 (missing code), 401 (invalid creds/expired).

POST /api/v1/auth/sso_create_account: documents linking_code +
optional first_name/last_name params, 200 (tokens), 400 (missing code),
401 (expired code), 403 (creation disabled), 422 (validation errors).

Note: RAILS_ENV=test bundle exec rake rswag:specs:swaggerize should be
run to regenerate docs/api/openapi.yaml once the runtime environment
matches the Gemfile Ruby version.

https://claude.ai/code/session_011ag1qSfriUg6j7TqFgbS5c

* Preserve OIDC issuer through mobile SSO onboarding flow

handle_mobile_sso_onboarding now caches the issuer from
auth.extra.raw_info.iss so it survives the linking-code round trip.
build_omniauth_hash populates extra.raw_info.iss from the cached
issuer so OidcIdentity.create_from_omniauth stores it correctly.

Previously the issuer was always nil for mobile SSO-created identities
because build_omniauth_hash passed an empty raw_info OpenStruct.

https://claude.ai/code/session_011ag1qSfriUg6j7TqFgbS5c

* Block MFA users from bypassing second factor via sso_link

sso_link authenticated with email/password but never checked
user.otp_required?, allowing MFA users to obtain tokens without
a second factor. The mobile SSO callback already rejects MFA users
with "mfa_not_supported"; apply the same guard in sso_link before
consuming the linking code or creating an identity.

Returns 401 with mfa_required: true, consistent with the login
action's MFA response shape.

https://claude.ai/code/session_011ag1qSfriUg6j7TqFgbS5c

* Fix NoMethodError in SSO link MFA test

Replace non-existent User.generate_otp_secret class method with
ROTP::Base32.random(32), matching the pattern used in User#setup_mfa!.

https://claude.ai/code/session_011ag1qSfriUg6j7TqFgbS5c

* Assert linking code survives rejected SSO create account

Add cache persistence assertion to "should reject SSO create account
when not allowed" test, verifying the linking code is not consumed on
the 403 path. This mirrors the pattern used in the invalid-password
sso_link test.

The other rejection tests (expired/missing linking code) don't have a
valid cached code to check, so no assertion is needed there.

https://claude.ai/code/session_011ag1qSfriUg6j7TqFgbS5c

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-03-09 16:47:32 +01:00

513 lines
14 KiB
Ruby

require "sidekiq/web"
require "sidekiq/cron/web"
Rails.application.routes.draw do
resources :indexa_capital_items, only: [ :index, :new, :create, :show, :edit, :update, :destroy ] do
collection do
get :preload_accounts
get :select_accounts
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
resources :mercury_items, only: %i[index new create show edit update destroy] do
collection do
get :preload_accounts
get :select_accounts
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
resources :coinbase_items, only: [ :index, :new, :create, :show, :edit, :update, :destroy ] do
collection do
get :preload_accounts
get :select_accounts
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
resources :snaptrade_items, only: [ :index, :new, :create, :show, :edit, :update, :destroy ] do
collection do
get :preload_accounts
get :select_accounts
post :link_accounts
get :select_existing_account
post :link_existing_account
get :callback
end
member do
post :sync
get :connect
get :setup_accounts
post :complete_account_setup
get :connections
delete :delete_connection
delete :delete_orphaned_user
end
end
# CoinStats routes
resources :coinstats_items, only: [ :index, :new, :create, :update, :destroy ] do
collection do
post :link_wallet
end
member do
post :sync
end
end
resources :enable_banking_items, only: [ :new, :create, :update, :destroy ] do
collection do
get :callback
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :select_bank
post :authorize
post :reauthorize
get :setup_accounts
post :complete_account_setup
post :new_connection
end
end
use_doorkeeper
# MFA routes
resource :mfa, controller: "mfa", only: [ :new, :create ] do
get :verify
post :verify, to: "mfa#verify_code"
delete :disable
end
mount Lookbook::Engine, at: "/design-system"
# Uses basic auth - see config/initializers/sidekiq.rb
mount Sidekiq::Web => "/sidekiq"
# AI chats
resources :chats do
resources :messages, only: :create
member do
post :retry
end
end
resources :family_exports, only: %i[new create index destroy] do
member do
get :download
end
end
get "changelog", to: "pages#changelog"
get "feedback", to: "pages#feedback"
patch "dashboard/preferences", to: "pages#update_preferences"
resource :current_session, only: %i[update]
resource :registration, only: %i[new create]
resources :sessions, only: %i[index new create destroy]
get "/auth/mobile/:provider", to: "sessions#mobile_sso_start"
match "/auth/:provider/callback", to: "sessions#openid_connect", via: %i[get post]
match "/auth/failure", to: "sessions#failure", via: %i[get post]
get "/auth/logout/callback", to: "sessions#post_logout"
resource :oidc_account, only: [] do
get :link, on: :collection
post :create_link, on: :collection
get :new_user, on: :collection
post :create_user, on: :collection
end
resource :password_reset, only: %i[new create edit update]
resource :password, only: %i[edit update]
resource :email_confirmation, only: :new
resources :users, only: %i[update destroy] do
delete :reset, on: :member
delete :reset_with_sample_data, on: :member
patch :rule_prompt_settings, on: :member
get :resend_confirmation_email, on: :member
end
resource :onboarding, only: :show do
collection do
get :preferences
get :goals
get :trial
end
end
namespace :settings do
resource :profile, only: [ :show, :destroy ]
resource :preferences, only: :show
resource :hosting, only: %i[show update] do
delete :clear_cache, on: :collection
delete :disconnect_external_assistant, on: :collection
end
resource :payment, only: :show
resource :security, only: :show
resources :sso_identities, only: :destroy
resource :api_key, only: [ :show, :new, :create, :destroy ]
resource :ai_prompts, only: :show
resource :llm_usage, only: :show
resource :guides, only: :show
resource :bank_sync, only: :show, controller: "bank_sync"
resource :providers, only: %i[show update]
end
resource :subscription, only: %i[new show create] do
collection do
get :upgrade
get :success
end
end
resources :tags, except: :show do
resources :deletions, only: %i[new create], module: :tag
delete :destroy_all, on: :collection
end
namespace :category do
resource :dropdown, only: :show
end
resources :categories, except: :show do
resources :deletions, only: %i[new create], module: :category
post :bootstrap, on: :collection
delete :destroy_all, on: :collection
end
resources :reports, only: %i[index] do
patch :update_preferences, on: :collection
get :export_transactions, on: :collection
get :google_sheets_instructions, on: :collection
get :print, on: :collection
end
resources :budgets, only: %i[index show edit update], param: :month_year do
post :copy_previous, on: :member
get :picker, on: :collection
resources :budget_categories, only: %i[index show update]
end
resources :family_merchants, only: %i[index new create edit update destroy] do
collection do
get :merge
post :perform_merge
end
end
resources :transfers, only: %i[new create destroy show update]
resources :imports, only: %i[index new show create update destroy] do
member do
post :publish
put :revert
put :apply_template
end
resource :upload, only: %i[show update], module: :import
resource :configuration, only: %i[show update], module: :import
resource :clean, only: :show, module: :import
resource :confirm, only: :show, module: :import
resources :rows, only: %i[show update], module: :import
resources :mappings, only: :update, module: :import
end
resources :holdings, only: %i[index new show update destroy] do
member do
post :unlock_cost_basis
patch :remap_security
post :reset_security
post :sync_prices
end
end
resources :trades, only: %i[show new create update destroy] do
member do
post :unlock
end
end
resources :valuations, only: %i[show new create update destroy] do
post :confirm_create, on: :collection
post :confirm_update, on: :member
end
namespace :transactions do
resource :bulk_deletion, only: :create
resource :bulk_update, only: %i[new create]
end
resources :transactions, only: %i[index new create show update destroy] do
resource :transfer_match, only: %i[new create]
resource :category, only: :update, controller: :transaction_categories
collection do
delete :clear_filter
patch :update_preferences
end
member do
get :convert_to_trade
post :create_trade_from_transaction
post :mark_as_recurring
post :merge_duplicate
post :dismiss_duplicate
post :unlock
end
end
resources :recurring_transactions, only: %i[index destroy] do
collection do
match :identify, via: [ :get, :post ]
match :cleanup, via: [ :get, :post ]
patch :update_settings
end
member do
match :toggle_status, via: [ :get, :post ]
end
end
resources :accountable_sparklines, only: :show, param: :accountable_type
direct :entry do |entry, options|
if entry.new_record?
route_for entry.entryable_name.pluralize, options
else
route_for entry.entryable_name, entry, options
end
end
resources :rules, except: :show do
member do
get :confirm
post :apply
end
collection do
delete :destroy_all
get :confirm_all
post :apply_all
post :clear_ai_cache
end
end
resources :accounts, only: %i[index new show destroy], shallow: true do
member do
post :sync
get :sparkline
patch :toggle_active
get :select_provider
get :confirm_unlink
delete :unlink
end
collection do
post :sync_all
end
end
# Convenience routes for polymorphic paths
# Example: account_path(Account.new(accountable: Depository.new)) => /depositories/123
direct :edit_account do |model, options|
route_for "edit_#{model.accountable_name}", model, options
end
resources :depositories, only: %i[new create edit update]
resources :investments, only: %i[new create edit update]
resources :properties, only: %i[new create edit update] do
member do
get :balances
patch :update_balances
get :address
patch :update_address
end
end
resources :vehicles, only: %i[new create edit update]
resources :credit_cards, only: %i[new create edit update]
resources :loans, only: %i[new create edit update]
resources :cryptos, only: %i[new create edit update]
resources :other_assets, only: %i[new create edit update]
resources :other_liabilities, only: %i[new create edit update]
resources :securities, only: :index
resources :invite_codes, only: %i[index create destroy]
resources :invitations, only: [ :new, :create, :destroy ] do
get :accept, on: :member
end
# API routes
namespace :api do
namespace :v1 do
# Authentication endpoints
post "auth/signup", to: "auth#signup"
post "auth/login", to: "auth#login"
post "auth/refresh", to: "auth#refresh"
post "auth/sso_exchange", to: "auth#sso_exchange"
post "auth/sso_link", to: "auth#sso_link"
post "auth/sso_create_account", to: "auth#sso_create_account"
patch "auth/enable_ai", to: "auth#enable_ai"
# Production API endpoints
resources :accounts, only: [ :index, :show ]
resources :categories, only: [ :index, :show ]
resources :merchants, only: %i[index show]
resources :tags, only: %i[index show create update destroy]
resources :transactions, only: [ :index, :show, :create, :update, :destroy ]
resources :trades, only: [ :index, :show, :create, :update, :destroy ]
resources :holdings, only: [ :index, :show ]
resources :valuations, only: [ :create, :update, :show ]
resources :imports, only: [ :index, :show, :create ]
resource :usage, only: [ :show ], controller: :usage
post :sync, to: "sync#create"
resources :chats, only: [ :index, :show, :create, :update, :destroy ] do
resources :messages, only: [ :create ] do
post :retry, on: :collection
end
end
delete "users/reset", to: "users#reset"
delete "users/me", to: "users#destroy"
# Test routes for API controller testing (only available in test environment)
if Rails.env.test?
get "test", to: "test#index"
get "test_not_found", to: "test#not_found"
get "test_family_access", to: "test#family_access"
get "test_scope_required", to: "test#scope_required"
get "test_multiple_scopes_required", to: "test#multiple_scopes_required"
end
end
end
resources :currencies, only: %i[show]
resources :impersonation_sessions, only: [ :create ] do
post :join, on: :collection
delete :leave, on: :collection
member do
put :approve
put :reject
put :complete
end
end
resources :plaid_items, only: %i[new edit create destroy] do
collection do
get :select_existing_account
post :link_existing_account
end
member do
post :sync
end
end
resources :simplefin_items, only: %i[index new create show edit update destroy] do
collection do
get :select_existing_account
post :link_existing_account
end
member do
post :sync
post :balances
get :setup_accounts
post :complete_account_setup
end
end
resources :lunchflow_items, only: %i[index new create show edit update destroy] do
collection do
get :preload_accounts
get :select_accounts
post :link_accounts
get :select_existing_account
post :link_existing_account
end
member do
post :sync
get :setup_accounts
post :complete_account_setup
end
end
namespace :webhooks do
post "plaid"
post "plaid_eu"
post "stripe"
end
get "redis-configuration-error", to: "pages#redis_configuration_error"
# MCP server endpoint for external AI assistants (JSON-RPC 2.0)
post "mcp", to: "mcp#handle"
# Reveal health status on /up that returns 200 if the app boots with no exceptions, otherwise 500.
# Can be used by load balancers and uptime monitors to verify that the app is live.
get "up" => "rails/health#show", as: :rails_health_check
# Render dynamic PWA files from app/views/pwa/*
get "service-worker" => "rails/pwa#service_worker", as: :pwa_service_worker
get "manifest" => "rails/pwa#manifest", as: :pwa_manifest
get "imports/:import_id/upload/sample_csv", to: "import/uploads#sample_csv", as: :import_upload_sample_csv
privacy_url = ENV["LEGAL_PRIVACY_URL"].presence
terms_url = ENV["LEGAL_TERMS_URL"].presence
get "privacy", to: privacy_url ? redirect(privacy_url) : "pages#privacy"
get "terms", to: terms_url ? redirect(terms_url) : "pages#terms"
get "intro", to: "pages#intro"
# Admin namespace for super admin functionality
namespace :admin do
resources :sso_providers do
member do
patch :toggle
post :test_connection
end
end
resources :users, only: [ :index, :update ]
end
# Defines the root path route ("/")
root "pages#dashboard"
end