Files
sure/app/views/brex_items/_setup_required.html.erb
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

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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

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1.5 KiB
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<%= turbo_frame_tag "modal" do %>
<%= render DS::Dialog.new do |dialog| %>
<% dialog.with_header(title: t(".title")) %>
<% dialog.with_body do %>
<div class="space-y-4">
<div class="flex items-start gap-3">
<%= icon("alert-circle", class: "text-warning w-5 h-5 shrink-0 mt-0.5") %>
<div class="text-sm text-secondary">
<p class="font-medium text-primary mb-2"><%= t(".heading") %></p>
<p><%= t(".description") %></p>
</div>
</div>
<div class="bg-surface rounded-lg p-4 space-y-2 text-sm">
<p class="font-medium text-primary"><%= t(".setup_steps") %></p>
<ol class="list-decimal list-inside space-y-1 text-secondary">
<li><%= t(".steps.open_settings_html") %></li>
<li><%= t(".steps.find_section_html") %></li>
<li><%= t(".steps.enter_token") %></li>
<li><%= t(".steps.return_to_link") %></li>
</ol>
</div>
<div class="mt-4">
<%= link_to settings_providers_path,
class: "inline-flex items-center justify-center rounded-lg px-4 py-2 text-sm font-medium text-inverse button-bg-primary hover:button-bg-primary-hover focus:outline-none focus:ring-2 focus:ring-primary focus:ring-offset-2 transition-colors",
data: { turbo: false } do %>
<%= t(".settings_link") %>
<% end %>
</div>
</div>
<% end %>
<% end %>
<% end %>