Class: Effective::HelcimApi

Inherits:
Object
  • Object
show all
Defined in:
app/models/effective/helcim_api.rb

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(environment: nil) ⇒ HelcimApi

Returns a new instance of HelcimApi.



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# File 'app/models/effective/helcim_api.rb', line 16

def initialize(environment: nil)
  self.environment = EffectiveOrders.helcim.fetch(:environment)
  self.api_token = EffectiveOrders.helcim.fetch(:api_token)
  self.partner_token = EffectiveOrders.helcim.fetch(:partner_token)
  self.currency = EffectiveOrders.helcim.fetch(:currency)
  self.brand_color = EffectiveOrders.helcim.fetch(:brand_color)
  self.fee_saver = EffectiveOrders.helcim.fetch(:fee_saver)
end

Instance Attribute Details

#api_tokenObject

Returns the value of attribute api_token.



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# File 'app/models/effective/helcim_api.rb', line 7

def api_token
  @api_token
end

#brand_colorObject

Returns the value of attribute brand_color.



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# File 'app/models/effective/helcim_api.rb', line 10

def brand_color
  @brand_color
end

#currencyObject

Returns the value of attribute currency.



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# File 'app/models/effective/helcim_api.rb', line 9

def currency
  @currency
end

#environmentObject

All required



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# File 'app/models/effective/helcim_api.rb', line 6

def environment
  @environment
end

#fee_saverObject

Returns the value of attribute fee_saver.



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# File 'app/models/effective/helcim_api.rb', line 11

def fee_saver
  @fee_saver
end

#last_responseObject

Returns the value of attribute last_response.



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# File 'app/models/effective/helcim_api.rb', line 14

def last_response
  @last_response
end

#partner_tokenObject

Returns the value of attribute partner_token.



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# File 'app/models/effective/helcim_api.rb', line 8

def partner_token
  @partner_token
end

#read_timeoutObject

Returns the value of attribute read_timeout.



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# File 'app/models/effective/helcim_api.rb', line 13

def read_timeout
  @read_timeout
end

Instance Method Details

#assign_order_charges!(order, payment) ⇒ Object

Adds the order.surcharge if this is a fee saver order



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# File 'app/models/effective/helcim_api.rb', line 199

def assign_order_charges!(order, payment)
  raise('expected an order') unless order.kind_of?(Effective::Order)
  raise('expected a payment Hash') unless payment.kind_of?(Hash)

  return unless EffectiveOrders.fee_saver?

  # Validate amounts if purchased
  amount = payment['amount'].to_f
  amountAuthorized = order.total_to_f

  surcharge = ((amount - amountAuthorized) * 100.0).round(0)
  raise('expected surcharge to be a positive number') if surcharge < 0

  order.update!(surcharge: surcharge)
end

#card_info(payment) ⇒ Object

Takes a payment_intent and returns the card info we can store



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# File 'app/models/effective/helcim_api.rb', line 230

def card_info(payment)
  # Return the authorization params merged with the card info
  last4 = (payment['cardNumber'] || payment['bankAccountL4L4']).to_s.last(4)

  card = payment['cardType'].to_s.downcase
  card = 'ACH' if card.blank? && payment['bankAccountId'].present?

  active_card = "**** **** **** #{last4} #{card}".strip if last4.present?

  { 'active_card' => active_card, 'card' => card }.compact
end

#decode_payment_payload(payload) ⇒ Object

Decode the base64 encoded JSON object that was given from the form into a Hash For a card transaction “dateCreated”=>“2025-08-15 10:10:32”, “cardBatchId”=>“4656307”, “status”=>“APPROVED”, “type”=>“purchase”, “amount”=>“10.97”, “currency”=>“CAD”, “avsResponse”=>“X”, “cvvResponse”=>“”, “approvalCode”=>“T5E3ST”, “cardToken”=>“gv5J-lJAQNqVjZ_HkXyisQ”, “cardNumber”=>“4242424242”, “cardHolderName”=>“Test User”, “customerCode”=>“CST1022”, “invoiceNumber”=>“#30”, “warning”=>“”

For an ACH transaction “batchId”=>“168333, ”dateCreated“=>”2025-10-10 11:48:47“, ”statusAuth“=>”APPROVED“, ”statusClearing“=>”OPENED“, ”type“=>”WITHDRAWAL“, ”amount“=>”1.05“, ”currency“=>”CAD“, ”approvalCode“=>”1232435435“, ”bankAccountNumber“=>”4333434“, ”bankToken“=>”3748uzocio7348“, ”invoiceNumber“=>”#26-1760118464“, ”customerCode“=>”CST0000“



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# File 'app/models/effective/helcim_api.rb', line 150

def decode_payment_payload(payload)
  return if payload.blank?
  raise('expected a string') unless payload.kind_of?(String)

  payment = (JSON.parse(Base64.decode64(payload)) rescue nil)
  raise('expected payment to be a Hash') unless payment.kind_of?(Hash)

  payment = payment.dig('data', 'data')
  raise('expected payment data') unless payment.kind_of?(Hash)
  raise('expected payment data with a transactionId') unless payment['transactionId'].present?

  payment
end

#get(endpoint, params: nil) ⇒ Object



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# File 'app/models/effective/helcim_api.rb', line 242

def get(endpoint, params: nil)
  query = ('?' + params.compact.map { |k, v| "$#{k}=#{v}" }.join('&')) if params.present?

  uri = URI.parse(api_url + endpoint + query.to_s)

  http = Net::HTTP.new(uri.host, uri.port)
  http.read_timeout = (read_timeout || 30)
  http.use_ssl = true

  self.last_response = nil

  result = with_retries do
    puts "[GET] #{uri}" if Rails.env.development?

    response = http.get(uri, headers)
    raise Exception.new("#{response.code} #{response.body}") unless response.code == '200'

    response
  end

  self.last_response = result

  JSON.parse(result.body)
end

#get_ach_transaction(id) ⇒ Object



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# File 'app/models/effective/helcim_api.rb', line 33

def get_ach_transaction(id)
  get("/ach/transactions/#{id}").try(:dig, 'transaction')
end

#get_card_transaction(id) ⇒ Object



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# File 'app/models/effective/helcim_api.rb', line 29

def get_card_transaction(id)
  get("/card-transactions/#{id}")
end

#get_payment(order, payment_payload) ⇒ Object

Considers the insecure payment_payload, requests the real transaction from Helcim and verifies it vs the order



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# File 'app/models/effective/helcim_api.rb', line 174

def get_payment(order, payment_payload)
  raise('expected a payment_payload Hash') unless payment_payload.kind_of?(Hash)

  transaction_id = payment_payload['transactionId']
  raise('expected a payment_payload with a transactionId') unless transaction_id.present?

  payment = if payment_payload['cardBatchId'].present? && payment_payload['type'].to_s.downcase == 'purchase'
    get_card_transaction(transaction_id)
  elsif payment_payload['batchId'].present? && payment_payload['type'].to_s.downcase == 'withdrawal'
    get_ach_transaction(transaction_id)
  end

  raise("expected an existing card-transaction or ach-transaction payment with params #{payment_payload}") unless payment.kind_of?(Hash)

  unless (payment['transactionId'].to_s == payment_payload['transactionId'].to_s) || (payment['id'].to_s == payment_payload['transactionId'].to_s)
    raise('expected the payment and payment_payload to have the same transactionId')
  end

  # Normalize the card info and scrub out the card number
  payment = payment.merge(card_info(payment)).except('cardNumber')

  payment
end

#health_checkObject



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# File 'app/models/effective/helcim_api.rb', line 25

def health_check
  get('/connection-test')
end

#initialize_request(order) ⇒ Object



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# File 'app/models/effective/helcim_api.rb', line 39

def initialize_request(order)
  params = {
    amount: ('%.2f' % order.total_to_f),
    currency: currency,
    paymentType: 'purchase',   # purchase, preauth, verify
    paymentMethod: (fee_saver ? 'cc-ach' : 'cc'),
    hasConvenienceFee: (fee_saver ? 1 : 0),
    allowPartial: 0,
    taxAmount: ('%.2f' % order.tax_to_f if order.tax.to_i > 0),
    hideExistingPaymentDetails: 0,
    setAsDefaultPaymentMethod: 1,
    confirmationScreen: false,
    displayContactFields: 0,
    customStyling: {
      brandColor: (brand_color || '815AF0')
    },
    invoiceRequest: {
      invoiceNumber: '#' + order.transaction_id(short: true)
    },
    customerRequest: {
      contactName: order.billing_name,
      businessName: order.organization.to_s.presence,
    }.compact,
  }.compact

  params[:invoiceRequest][:lineItems] = order.order_items.map do |item|
    {
      description: scrub(item.name),
      quantity: item.quantity,
      price: ('%.2f' % item.price_to_f),
      total: ('%.2f' % item.subtotal_to_f),
      taxAmount: ('%.2f' % item.tax_to_f),
    }
  end

  address = order.billing_address
  country = helcim_country(address&.country_code)

  if address.present? && country.to_s.length == 3
    params[:customerRequest][:billingAddress] = {
      name: order.billing_name,
      street1: address.address1,
      street2: address.address2,
      city: address.city,
      province: address.state_code,
      country: country,
      postalCode: address.postal_code,
      email: order.email,
    }
  end

  address = order.shipping_address
  country = helcim_country(address&.country_code)

  if address.present? && country.to_s.length == 3
    params[:customerRequest][:shippingAddress] = {
      name: order.billing_name,
      street1: address.address1,
      street2: address.address2,
      city: address.city,
      province: address.state_code,
      country: country,
      postalCode: address.postal_code,
      email: order.email,
    }
  end

  response = post('/helcim-pay/initialize', params: params)
  raise("expected response to be a Hash") unless response.kind_of?(Hash)

  token = response['checkoutToken']
  raise("expected response to include a checkoutToken") unless token.present?

  # Return the token to the front end form
  token
end

#post(endpoint, params:) ⇒ Object

Raises:

  • (Exception)


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# File 'app/models/effective/helcim_api.rb', line 267

def post(endpoint, params:)
  uri = URI.parse(api_url + endpoint)

  http = Net::HTTP.new(uri.host, uri.port)
  http.read_timeout = (read_timeout || 30)
  http.use_ssl = true

  self.last_response = nil

  puts "[POST] #{uri} #{params}" if Rails.env.development?

  response = http.post(uri.path, params.to_json, headers)
  raise Exception.new("#{response.code} #{response.body}") unless response.code == '200'

  self.last_response = response

  JSON.parse(response.body)
end

#purchased?(payment) ⇒ Boolean

Returns:

  • (Boolean)


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# File 'app/models/effective/helcim_api.rb', line 164

def purchased?(payment)
  raise('expected a payment Hash') unless payment.kind_of?(Hash)

  return true if (payment['status'] == 'APPROVED' && payment['type'] == 'purchase') # CC
  return true if (payment['bankAccountId'].present? && payment['responseMessage'].to_s.downcase == 'approved') # ACH

  false
end

#set_logo!(path: nil) ⇒ Object

Effective::HelcimApi.new.set_logo! Put your file in the apps/tenant/app/assets/images/tenant/helcim-logo.png Run this once to set the logo

Raises:

  • (Exception)


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# File 'app/models/effective/helcim_api.rb', line 289

def set_logo!(path: nil)
  path ||= Rails.root.join("apps/#{Tenant.current}/app/assets/images/#{Tenant.current}/helcim-logo.png")
  raise("Expected #{path} to exist") unless File.exist?(path)

  url = URI.parse(api_url + '/branding/logo')
  boundary = "AaB03x"

  # Build multipart form data
  body = [
    "--#{boundary}",
    "Content-Disposition: form-data; name=\"logo\"; filename=\"#{File.basename(path)}\"",
    "Content-Type: image/#{File.extname(path).downcase.delete('.')}",
    "",
    File.binread(path),
    "--#{boundary}--"
  ].join("\r\n")

  # Set up HTTP request
  http = Net::HTTP.new(url.host, url.port)
  http.use_ssl = true
  
  # Create POST request
  request = Net::HTTP::Post.new(url.path)
  request.body = body

  request.initialize_http_header(headers.merge({
    'Content-Type' => "multipart/form-data; boundary=#{boundary}",
    'Content-Length' => request.body.length.to_s,
  }))

  # Send request
  response = http.request(request)
  raise Exception.new("#{response.code} #{response.body}") unless response.code == '200'

  JSON.parse(response.body)
end

#verify_payment!(order, payment) ⇒ Object



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# File 'app/models/effective/helcim_api.rb', line 215

def verify_payment!(order, payment)
  # Validate order ids
  if payment['invoiceNumber'].present? && !payment['invoiceNumber'].start_with?('#' + order.to_param)
    raise("expected card-transaction invoiceNumber to be the same as the order to_param")
  end

  # Validate amounts if purchased
  if purchased?(payment) && (amount = payment['amount'].to_f) != (amountAuthorized = order.total_to_f)
    raise("expected card-transaction amount #{amount} to be the same as the amountAuthorized #{amountAuthorized} but it was not")
  end

  payment
end