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