Files
sure/app/models/brex_account/processor.rb
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

---------

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

79 lines
2.5 KiB
Ruby

# frozen_string_literal: true
class BrexAccount::Processor
include CurrencyNormalizable
attr_reader :brex_account
def initialize(brex_account)
@brex_account = brex_account
end
def process
unless brex_account.current_account.present?
Rails.logger.info "BrexAccount::Processor - No linked account for brex_account #{brex_account.id}, skipping processing"
return
end
process_account!
process_transactions
rescue StandardError => e
Rails.logger.error "BrexAccount::Processor - Failed to process account #{brex_account.id}: #{e.message}"
report_exception(e, "account")
raise
end
private
def process_account!
account = brex_account.current_account
balance = brex_account.current_balance
currency = parse_currency(brex_account.currency)
if balance.nil?
Rails.logger.warn "BrexAccount::Processor - current_balance is nil for brex_account #{brex_account.id}, defaulting to 0"
balance = 0
end
if currency.nil?
Rails.logger.warn "BrexAccount::Processor - currency parse failed for brex_account #{brex_account.id}: #{brex_account.currency.inspect}, defaulting to USD"
Sentry.capture_message("BrexAccount currency parse failed", level: :warning) do |scope|
scope.set_tags(brex_account_id: brex_account.id)
scope.set_context("brex_account", {
id: brex_account.id,
currency: brex_account.currency
})
end
currency = "USD"
end
account.update!(
balance: balance,
cash_balance: balance,
currency: currency
)
if account.accountable_type == "CreditCard" && brex_account.available_balance.present?
account.accountable.update!(available_credit: brex_account.available_balance)
end
end
# Transaction import errors are logged and swallowed so balance sync can continue.
def process_transactions
BrexAccount::Transactions::Processor.new(brex_account).process
rescue StandardError => e
Rails.logger.error "BrexAccount::Processor - Failed to process transactions for brex_account #{brex_account.id}: #{e.message}"
Rails.logger.error Array(e.backtrace).first(10).join("\n")
report_exception(e, "transactions")
end
def report_exception(error, context)
Sentry.capture_exception(error) do |scope|
scope.set_tags(
brex_account_id: brex_account.id,
context: context
)
end
end
end