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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>
93 lines
2.7 KiB
Ruby
93 lines
2.7 KiB
Ruby
# frozen_string_literal: true
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require "test_helper"
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class BrexAccount::Transactions::ProcessorTest < ActiveSupport::TestCase
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setup do
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@brex_item = brex_items(:one)
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@brex_account = @brex_item.brex_accounts.create!(
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account_id: "cash_unlinked",
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account_kind: "cash",
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name: "Unlinked Cash",
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currency: "USD",
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raw_transactions_payload: [
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{
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id: "tx_skipped",
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amount: { amount: 1_00, currency: "USD" },
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description: "Skipped transaction",
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posted_at_date: "2026-01-02"
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}
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]
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)
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end
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test "counts intentionally skipped transactions separately from failures" do
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result = BrexAccount::Transactions::Processor.new(@brex_account).process
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assert result[:success]
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assert_equal 1, result[:total]
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assert_equal 0, result[:imported]
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assert_equal 1, result[:skipped]
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assert_equal 0, result[:failed]
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assert_equal "No linked account", result[:skipped_transactions].first[:reason]
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assert_empty result[:errors]
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end
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test "imports linked transactions successfully" do
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link_brex_account!
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result = BrexAccount::Transactions::Processor.new(@brex_account).process
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assert result[:success]
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assert_equal 1, result[:total]
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assert_equal 1, result[:imported]
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assert_equal 0, result[:skipped]
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assert_equal 0, result[:failed]
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assert_empty result[:skipped_transactions]
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assert_empty result[:errors]
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end
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test "aggregates partial transaction failures" do
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link_brex_account!
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@brex_account.update!(
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raw_transactions_payload: [
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{
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id: "tx_success",
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amount: { amount: 1_00, currency: "USD" },
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description: "Successful transaction",
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posted_at_date: "2026-01-02"
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},
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{
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id: "tx_failure",
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amount: { amount: 2_00, currency: "USD" },
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description: "Failed transaction",
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posted_at_date: "not-a-date"
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}
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]
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)
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result = BrexAccount::Transactions::Processor.new(@brex_account).process
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assert_not result[:success]
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assert_equal 2, result[:total]
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assert_equal 1, result[:imported]
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assert_equal 0, result[:skipped]
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assert_equal 1, result[:failed]
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assert_empty result[:skipped_transactions]
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assert_equal "tx_failure", result[:errors].first[:transaction_id]
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assert_match(/Unable to parse transaction date/, result[:errors].first[:error])
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end
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private
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def link_brex_account!
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account = @brex_item.family.accounts.create!(
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name: "Linked Cash",
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balance: 0,
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currency: "USD",
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accountable: Depository.new
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)
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AccountProvider.create!(account: account, provider: @brex_account)
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end
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end
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