Files
sure/app/models/brex_item/unlinking.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

57 lines
1.8 KiB
Ruby

# frozen_string_literal: true
module BrexItem::Unlinking
# Concern that encapsulates unlinking logic for a Brex item.
extend ActiveSupport::Concern
# Idempotently remove all connections between this Brex item and local accounts.
# - Detaches any AccountProvider links for each BrexAccount
# - Detaches Holdings that point at the AccountProvider links
# Returns a per-account result payload for observability
def unlink_all!(dry_run: false)
results = []
brex_accounts.find_each do |provider_account|
result = {
provider_account_id: provider_account.id,
name: provider_account.name,
provider_link_ids: []
}
results << result
if dry_run
result[:provider_link_ids] = AccountProvider.where(provider_type: "BrexAccount", provider_id: provider_account.id).ids
next
end
link_ids = []
begin
ActiveRecord::Base.transaction do
links = AccountProvider.where(provider_type: "BrexAccount", provider_id: provider_account.id).to_a
link_ids = links.map(&:id)
result[:provider_link_ids] = link_ids
# Detach holdings for any provider links found
if link_ids.any?
Holding.where(account_provider_id: link_ids).update_all(account_provider_id: nil)
end
# Destroy all provider links
links.each do |ap|
ap.destroy!
end
end
rescue StandardError => e
Rails.logger.warn(
"BrexItem Unlinker: failed to fully unlink provider account ##{provider_account.id} (links=#{link_ids.inspect}): #{e.class} - #{e.message}"
)
# Record error for observability; continue with other accounts
result[:error] = e.message
end
end
results
end
end