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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>
133 lines
5.2 KiB
Plaintext
133 lines
5.2 KiB
Plaintext
<%# locals: (brex_item:) %>
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<% render_locals = brex_item_render_locals(
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brex_item,
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sync_stats_map: @brex_sync_stats_map,
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account_counts_map: @brex_account_counts_map,
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institutions_count_map: @brex_institutions_count_map
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) %>
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<% stats = render_locals[:stats] %>
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<% unlinked_count = render_locals[:unlinked_count] %>
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<% linked_count = render_locals[:linked_count] %>
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<% total_count = render_locals[:total_count] %>
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<% institutions_count = render_locals[:institutions_count] %>
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<%= tag.div id: dom_id(brex_item) do %>
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<details open class="group bg-container p-4 shadow-border-xs rounded-xl">
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<summary class="flex items-center justify-between gap-2">
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<div class="flex items-center gap-2">
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<%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
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<div class="flex items-center justify-center h-8 w-8 bg-container-inset rounded-full">
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<% if brex_item.logo.attached? %>
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<%= image_tag brex_item.logo, class: "rounded-full h-full w-full", loading: "lazy" %>
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<% else %>
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<div class="flex items-center justify-center">
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<%= tag.p brex_item.name.first.upcase, class: "text-primary text-xs font-medium" %>
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</div>
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<% end %>
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</div>
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<div class="pl-1 text-sm">
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<div class="flex items-center gap-2">
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<%= tag.p brex_item.name, class: "font-medium text-primary" %>
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<% if brex_item.scheduled_for_deletion? %>
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<%= tag.p t(".deletion_in_progress"), class: "text-destructive text-sm animate-pulse" %>
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<% end %>
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</div>
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<% if brex_item.accounts.any? %>
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<p class="text-xs text-secondary">
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<%= brex_item.institution_summary %>
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</p>
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<% end %>
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<% if brex_item.syncing? %>
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<div class="text-secondary flex items-center gap-1">
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<%= icon "loader", size: "sm", class: "animate-spin" %>
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<%= tag.span t(".syncing") %>
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</div>
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<% elsif brex_item.sync_error.present? %>
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<div class="text-secondary flex items-center gap-1">
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<%= render DS::Tooltip.new(text: brex_item.sync_error, icon: "alert-circle", size: "sm", color: "destructive") %>
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<%= tag.span t(".error"), class: "text-destructive" %>
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</div>
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<% else %>
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<p class="text-secondary">
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<% if brex_item.last_synced_at %>
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<% if brex_item.sync_status_summary %>
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<%= t(".status_with_summary", timestamp: time_ago_in_words(brex_item.last_synced_at), summary: brex_item.sync_status_summary) %>
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<% else %>
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<%= t(".status", timestamp: time_ago_in_words(brex_item.last_synced_at)) %>
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<% end %>
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<% else %>
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<%= t(".status_never") %>
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<% end %>
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</p>
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<% end %>
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</div>
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</div>
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<% if Current.user&.admin? %>
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<div class="flex items-center gap-2">
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<% if Rails.env.development? %>
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<%= icon(
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"refresh-cw",
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as_button: true,
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href: sync_brex_item_path(brex_item)
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) %>
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<% end %>
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<%= render DS::Menu.new do |menu| %>
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<% menu.with_item(
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variant: "button",
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text: t(".delete"),
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icon: "trash-2",
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href: brex_item_path(brex_item),
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method: :delete,
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confirm: CustomConfirm.for_resource_deletion(brex_item.name, high_severity: true)
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) %>
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<% end %>
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</div>
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<% end %>
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</summary>
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<% unless brex_item.scheduled_for_deletion? %>
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<div class="space-y-4 mt-4">
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<% if brex_item.accounts.any? %>
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<%= render "accounts/index/account_groups", accounts: brex_item.accounts %>
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<% end %>
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<%= render ProviderSyncSummary.new(
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stats: stats,
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provider_item: brex_item,
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institutions_count: institutions_count
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) %>
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<% if unlinked_count > 0 %>
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<div class="p-4 flex flex-col gap-3 items-center justify-center">
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<p class="text-primary font-medium text-sm"><%= t(".setup_needed") %></p>
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<p class="text-secondary text-sm"><%= t(".setup_description", linked: linked_count, total: total_count) %></p>
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<%= render DS::Link.new(
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text: t(".setup_action"),
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icon: "settings",
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variant: "primary",
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href: setup_accounts_brex_item_path(brex_item),
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frame: :modal
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) %>
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</div>
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<% elsif brex_item.accounts.empty? && total_count == 0 %>
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<div class="p-4 flex flex-col gap-3 items-center justify-center">
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<p class="text-primary font-medium text-sm"><%= t(".no_accounts_title") %></p>
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<p class="text-secondary text-sm"><%= t(".no_accounts_description") %></p>
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<%= render DS::Link.new(
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text: t(".setup_action"),
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icon: "settings",
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variant: "primary",
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href: setup_accounts_brex_item_path(brex_item),
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frame: :modal
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) %>
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</div>
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<% end %>
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</div>
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<% end %>
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</details>
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<% end %>
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