Files
sure/app/views/settings/providers/_drawer_header.html.erb
ghost 95f6451b39 feat(sync): add Brex provider connections (#1752)
* feat(sync): add Brex provider schema

Adds Brex item and account tables with per-family credentials, scoped upstream account uniqueness, encrypted token storage, and sanitized provider payload columns.

* feat(sync): add Brex provider core

Adds Brex item/account models, provider client and adapter support, family connection helpers, and provider enum registration for read-only Brex cash and card data.

* feat(sync): add Brex import pipeline

Adds Brex account discovery, linked-account sync, cash/card balance processors, transaction import, sanitized metadata handling, and idempotent provider entry processing.

* feat(sync): add Brex connection flows

Adds Mercury-style Brex connection management, explicit item-scoped account selection and linking, settings provider UI, account index visibility, localized copy, and per-item cache handling.

* test(sync): cover Brex provider workflows

Adds targeted coverage for Brex provider requests, adapter config, item/account guards, importer behavior, entry processing, and Mercury-style controller flows.

* fix(sync): align Brex API edge cases

Tightens Brex account fetching against the official card-account response shape, sends transaction start filters as RFC3339 date-times, and keeps provider error bodies out of user-facing messages while expanding provider client guard coverage.

* fix(sync): harden Brex provider integration

Restrict Brex API base URLs to official hosts, tighten account-selection UI behavior, and add tests for invalid credentials, cache scoping, and provider setup edge cases.

* test(sync): avoid Brex secret-shaped fixtures

* refactor(sync): extract Brex account flows

* fix(sync): address Brex provider review feedback

* fix(sync): address Brex review follow-ups

Move remaining Brex review cleanup into focused model behavior, tighten link/setup edge cases, localize summaries, and add regression coverage from CodeRabbit feedback.

Also records the security-review pass as no-findings after diff-scoped inspection and Brakeman validation.

* refactor(sync): split Brex account flow controllers

Route Brex account selection and setup actions through small namespaced controllers while keeping existing URLs and helpers stable.

Business flow remains in BrexItem::AccountFlow; the main Brex item controller now only handles connection CRUD, provider-panel rendering, destroy, and sync.

* fix(sync): address Brex CodeRabbit review

* fix(sync): address Brex follow-up review

* fix(sync): address Brex review follow-ups

* fix(sync): address Brex sync review findings

* fix(sync): polish Brex review copy and errors

* fix(sync): register Brex provider health

* fix(sync): polish Brex bank sync presentation

* fix(sync): address Brex review follow-ups

* fix(sync): tighten Brex setup params

* test(api): stabilize usage rate-limit window

* fix(sync): polish Brex setup flow nits

* fix(sync): harden Brex setup params

* fix(sync): finalize Brex review cleanup

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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-05-13 18:13:48 +02:00

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<%# locals: (provider_key:, title:) %>
<% meta = provider_key.present? ? Provider::Metadata.for(provider_key) : nil %>
<% maturity_label = meta ? Settings::ProviderCard.maturity_label(meta[:maturity]) : nil %>
<div class="flex items-center justify-between gap-2">
<div class="flex items-center gap-2 min-w-0">
<% if meta && meta[:logo_bg].present? %>
<span class="w-7 h-7 rounded-lg flex items-center justify-center shrink-0 <%= meta[:logo_bg] %>">
<span class="text-xs font-bold text-inverse"><%= meta[:logo_text] %></span>
</span>
<% end %>
<h2 class="text-lg font-medium text-primary truncate"><%= title %></h2>
<%= render "settings/providers/maturity_badge", label: maturity_label %>
</div>
<%= render DS::Button.new(
variant: "icon",
class: "ml-auto hidden lg:flex",
icon: "x",
title: t("defaults.common.close"),
aria_label: t("defaults.common.close"),
data: { action: "DS--dialog#close" }
) %>
</div>