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95f6451b39
* 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>
56 lines
2.3 KiB
Ruby
56 lines
2.3 KiB
Ruby
class ProviderMerchant < Merchant
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enum :source, { plaid: "plaid", simplefin: "simplefin", lunchflow: "lunchflow", synth: "synth", ai: "ai", enable_banking: "enable_banking", coinstats: "coinstats", mercury: "mercury", brex: "brex", indexa_capital: "indexa_capital", sophtron: "sophtron" }
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validates :name, uniqueness: { scope: [ :source ] }
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validates :source, presence: true
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# Convert this ProviderMerchant to a FamilyMerchant for a specific family.
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# Only affects transactions belonging to that family.
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# Returns the newly created FamilyMerchant.
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def convert_to_family_merchant_for(family, attributes = {})
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transaction do
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family_merchant = family.merchants.create!(
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name: attributes[:name].presence || name,
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color: attributes[:color].presence || FamilyMerchant::COLORS.sample,
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website_url: attributes[:website_url].presence || website_url
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)
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# Update only this family's transactions to point to new merchant
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family.transactions.where(merchant_id: id).update_all(merchant_id: family_merchant.id)
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family_merchant
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end
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end
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# Generate logo URL from website_url using BrandFetch, if configured.
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def generate_logo_url_from_website!
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if website_url.present? && Setting.brand_fetch_client_id.present?
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domain = extract_domain(website_url)
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size = Setting.brand_fetch_logo_size
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update!(logo_url: "https://cdn.brandfetch.io/#{domain}/icon/fallback/lettermark/w/#{size}/h/#{size}?c=#{Setting.brand_fetch_client_id}")
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elsif website_url.blank?
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update!(logo_url: nil)
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end
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end
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# Unlink from family's transactions (set merchant_id to null).
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# Does NOT delete the ProviderMerchant since it may be used by other families.
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# Tracks the unlink in FamilyMerchantAssociation so it shows as "recently unlinked".
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def unlink_from_family(family)
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family.transactions.where(merchant_id: id).update_all(merchant_id: nil)
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# Track that this merchant was unlinked from this family
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association = FamilyMerchantAssociation.find_or_initialize_by(family: family, merchant: self)
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association.update!(unlinked_at: Time.current)
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end
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private
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def extract_domain(url)
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normalized_url = url.start_with?("http://", "https://") ? url : "https://#{url}"
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URI.parse(normalized_url).host&.sub(/\Awww\./, "")
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rescue URI::InvalidURIError
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url.sub(/\Awww\./, "")
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end
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end
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