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* 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 --------- Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
26 lines
2.1 KiB
Ruby
26 lines
2.1 KiB
Ruby
class Provider
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module Metadata
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REGISTRY = {
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simplefin: { region: "US", kind: "Bank", maturity: :stable, logo_text: "SF", logo_bg: "bg-blue-600" },
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lunchflow: { region: "US", kind: "Bank", maturity: :stable, logo_text: "LF", logo_bg: "bg-orange-500" },
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enable_banking: { region: "EU", kind: "Bank", maturity: :beta, logo_text: "EB", logo_bg: "bg-purple-600" },
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coinstats: { region: "Global", kind: "Crypto", maturity: :beta, logo_text: "CS", logo_bg: "bg-pink-600" },
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mercury: { region: "US", kind: "Bank", maturity: :beta, logo_text: "ME", logo_bg: "bg-cyan-600" },
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brex: { region: "US", kind: "Bank", maturity: :beta, logo_text: "BX", logo_bg: "bg-emerald-600" },
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coinbase: { region: "Global", kind: "Crypto", maturity: :beta, logo_text: "CB", logo_bg: "bg-blue-500" },
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binance: { region: "Global", kind: "Crypto", maturity: :beta, logo_text: "BI", logo_bg: "bg-yellow-600" },
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kraken: { region: "Global", kind: "Crypto", maturity: :beta, logo_text: "KR", logo_bg: "bg-violet-600" },
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snaptrade: { region: "US / CA", kind: "Investment", maturity: :beta, logo_text: "ST", logo_bg: "bg-green-600" },
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ibkr: { region: "Global", kind: "Investment", maturity: :beta, logo_text: "IB", logo_bg: "bg-red-600" },
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indexa_capital: { region: "ES", kind: "Investment", maturity: :alpha, logo_text: "IC", logo_bg: "bg-red-600" },
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sophtron: { region: "US", kind: "Bank", maturity: :alpha, logo_text: "SO", logo_bg: "bg-teal-600" },
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plaid: { region: "US", kind: "Bank", tier: "Paid", maturity: :stable, logo_text: "PL", logo_bg: "bg-indigo-600" },
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plaid_eu: { name: "Plaid EU", region: "EU", kind: "Bank", tier: "Paid", maturity: :stable, logo_text: "PL", logo_bg: "bg-indigo-600" }
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}.freeze
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def self.for(provider_key)
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REGISTRY[provider_key.to_sym] || { logo_text: provider_key.to_s.first(2).upcase, logo_bg: "bg-gray-500" }
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end
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end
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end
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