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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>
77 lines
2.2 KiB
Ruby
77 lines
2.2 KiB
Ruby
# frozen_string_literal: true
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module BrexItemsHelper
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BrexAccountDisplay = Struct.new(
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:id,
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:name,
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:kind,
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:currency,
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:status,
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:blank_name,
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keyword_init: true
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) do
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alias_method :blank_name?, :blank_name
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end
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def brex_account_display(account)
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data = account.with_indifferent_access
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kind = BrexAccount.kind_for(data)
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name = BrexAccount.name_for(data)
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BrexAccountDisplay.new(
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id: data[:id],
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name: name,
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kind: kind,
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currency: BrexAccount.currency_code_from_money(data[:current_balance] || data[:available_balance] || data[:account_limit]),
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status: data[:status],
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blank_name: name.blank?
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)
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end
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def brex_account_metadata(display)
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parts = [
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t("brex_items.account_metadata.provider"),
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display.currency,
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translated_brex_metadata_value("kinds", display.kind),
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translated_brex_metadata_value("statuses", display.status)
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].compact
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parts.join(t("brex_items.account_metadata.separator"))
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end
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def brex_item_render_locals(brex_item, sync_stats_map: nil, account_counts_map: nil, institutions_count_map: nil)
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counts = (account_counts_map || {})[brex_item.id] || {}
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{
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brex_item: brex_item,
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stats: (sync_stats_map || {})[brex_item.id] || brex_item.syncs.ordered.first&.sync_stats || {},
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unlinked_count: counts[:unlinked] || brex_item.unlinked_accounts_count,
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linked_count: counts[:linked] || brex_item.linked_accounts_count,
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total_count: counts[:total] || brex_item.total_accounts_count,
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institutions_count: (institutions_count_map || {})[brex_item.id] || brex_item.connected_institutions.size
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}
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end
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def default_brex_depository_subtype(account_name)
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normalized_name = account_name.to_s.downcase
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if normalized_name.match?(/\bchecking\b|\bchequing\b|\bck\b|demand\s+deposit/)
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"checking"
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elsif normalized_name.match?(/\bsavings\b|\bsv\b/)
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"savings"
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elsif normalized_name.match?(/money\s+market|\bmm\b/)
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"money_market"
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else
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"checking"
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end
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end
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private
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def translated_brex_metadata_value(scope, value)
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key = value.to_s
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return nil if key.blank?
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t("brex_items.#{scope}.#{key}", default: key.titleize)
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end
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end
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