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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>
489 lines
16 KiB
Ruby
489 lines
16 KiB
Ruby
# frozen_string_literal: true
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require "test_helper"
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class BrexItemsControllerTest < ActionDispatch::IntegrationTest
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setup do
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sign_in users(:family_admin)
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SyncJob.stubs(:perform_later)
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@family = families(:dylan_family)
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clear_brex_cache_entries
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@existing_item = brex_items(:one)
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@second_item = BrexItem.create!(
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family: @family,
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name: "Business Brex",
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token: "second_brex_token",
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base_url: "https://api.brex.com"
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)
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end
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teardown do
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clear_brex_cache_entries
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end
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test "create adds a new brex connection without overwriting existing credentials" do
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existing_token = @existing_item.token
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assert_difference "BrexItem.count", 1 do
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post brex_items_url, params: {
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brex_item: {
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name: "Joint Brex",
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token: "joint_brex_token",
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base_url: "https://api.brex.com"
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}
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}
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end
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assert_redirected_to accounts_path
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assert_equal existing_token, @existing_item.reload.token
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assert_equal "joint_brex_token", @family.brex_items.find_by!(name: "Joint Brex").token
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end
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test "create uses localized default name when submitted name is blank" do
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assert_difference "BrexItem.count", 1 do
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post brex_items_url, params: {
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brex_item: {
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name: " ",
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token: "default_name_token",
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base_url: "https://api.brex.com"
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}
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}
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end
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assert_redirected_to accounts_path
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assert_equal I18n.t("brex_items.default_connection_name"), @family.brex_items.order(:created_at).last.name
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end
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test "update changes only the selected brex connection" do
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existing_token = @existing_item.token
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patch brex_item_url(@second_item), params: {
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brex_item: {
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name: "Renamed Business Brex",
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token: "updated_second_token",
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base_url: "https://api-staging.brex.com"
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}
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}
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assert_redirected_to accounts_path
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assert_equal existing_token, @existing_item.reload.token
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assert_equal "Renamed Business Brex", @second_item.reload.name
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assert_equal "updated_second_token", @second_item.token
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assert_equal "https://api-staging.brex.com", @second_item.base_url
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end
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test "update rejects arbitrary brex base url" do
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patch brex_item_url(@second_item), params: {
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brex_item: {
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name: "Renamed Business Brex",
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token: "updated_second_token",
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base_url: "https://evil.example.test"
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}
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}
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assert_redirected_to settings_providers_path
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assert_includes flash[:alert], "https://api.brex.com"
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assert_equal "https://api.brex.com", @second_item.reload.base_url
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assert_equal "second_brex_token", @second_item.token
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end
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test "blank token update preserves the selected brex token" do
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original_token = @second_item.token
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patch brex_item_url(@second_item), params: {
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brex_item: {
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name: "Renamed Business Brex",
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token: "",
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base_url: "https://api.brex.com"
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}
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}
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assert_redirected_to accounts_path
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assert_equal "Renamed Business Brex", @second_item.reload.name
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assert_equal original_token, @second_item.token
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end
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test "update expires selected brex account cache when credentials change" do
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Rails.cache.expects(:delete).with(brex_cache_key(@existing_item)).never
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Rails.cache.expects(:delete).with(brex_cache_key(@second_item)).once
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patch brex_item_url(@second_item), params: {
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brex_item: {
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name: "Renamed Business Brex",
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token: "updated_second_token",
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base_url: "https://api-staging.brex.com"
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}
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}
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assert_redirected_to accounts_path
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end
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test "update does not expire selected brex account cache for name-only changes" do
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Rails.cache.expects(:delete).never
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patch brex_item_url(@second_item), params: {
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brex_item: {
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name: "Renamed Business Brex"
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}
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}
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assert_redirected_to accounts_path
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assert_equal "Renamed Business Brex", @second_item.reload.name
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end
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test "preload accounts uses selected brex item cache key" do
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Rails.cache.expects(:read).with(brex_cache_key(@second_item)).returns(nil)
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Rails.cache.expects(:write).with(brex_cache_key(@second_item), brex_accounts_payload, expires_in: 5.minutes)
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provider = mock("brex_provider")
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provider.expects(:get_accounts).returns(accounts: brex_accounts_payload)
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Provider::Brex.expects(:new)
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.with(@second_item.token, base_url: @second_item.effective_base_url)
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.returns(provider)
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get preload_accounts_brex_items_url, params: { brex_item_id: @second_item.id }, as: :json
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assert_response :success
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response = JSON.parse(@response.body)
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assert_equal true, response["success"]
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assert_equal true, response["has_accounts"]
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end
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test "select accounts requires an explicit connection when multiple brex items exist" do
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get select_accounts_brex_items_url, params: { accountable_type: "Depository" }
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assert_redirected_to settings_providers_path
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assert_equal I18n.t("brex_items.select_accounts.select_connection"), flash[:alert]
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end
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test "select accounts renders the selected brex item id" do
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Rails.cache.expects(:read).with(brex_cache_key(@second_item)).returns(nil)
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Rails.cache.expects(:write).with(brex_cache_key(@second_item), brex_accounts_payload, expires_in: 5.minutes)
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provider = mock("brex_provider")
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provider.expects(:get_accounts).returns(accounts: brex_accounts_payload)
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Provider::Brex.expects(:new)
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.with(@second_item.token, base_url: @second_item.effective_base_url)
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.returns(provider)
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get select_accounts_brex_items_url, params: {
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brex_item_id: @second_item.id,
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accountable_type: "Depository"
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}
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assert_response :success
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assert_includes @response.body, %(name="brex_item_id")
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assert_includes @response.body, %(value="#{@second_item.id}")
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end
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test "select accounts rejects protocol relative return paths" do
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Rails.cache.expects(:read).with(brex_cache_key(@second_item)).returns(brex_accounts_payload)
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get select_accounts_brex_items_url, params: {
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brex_item_id: @second_item.id,
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accountable_type: "Depository",
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return_to: "//evil.example/accounts"
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}
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assert_response :success
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refute_includes @response.body, "//evil.example/accounts"
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end
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test "select accounts rejects backslash and unsafe local return paths" do
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[
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"/\\evil.example/accounts",
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"/%2fevil.example/accounts",
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"/%2Fevil.example/accounts",
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"/%5cevil.example/accounts",
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"/%5Cevil.example/accounts",
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"/\naccounts",
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"/ accounts",
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"/"
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].each do |return_to|
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Rails.cache.expects(:read).with(brex_cache_key(@second_item)).returns(brex_accounts_payload)
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get select_accounts_brex_items_url, params: {
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brex_item_id: @second_item.id,
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accountable_type: "Depository",
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return_to: return_to
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}
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assert_response :success
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assert_select %(input[name="return_to"]) do |fields|
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assert fields.first["value"].blank?
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end
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end
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end
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test "select existing account rejects unsafe return paths" do
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account = @family.accounts.create!(
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name: "Manual Checking",
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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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[
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"//evil.example/accounts",
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"\\evil.example/accounts",
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"/\\evil.example/accounts",
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"/%2fevil.example/accounts",
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"/%2Fevil.example/accounts",
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"/%5cevil.example/accounts",
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"/%5Cevil.example/accounts",
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"/\naccounts",
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"/ accounts",
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" ",
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"/"
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].each do |return_to|
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Rails.cache.expects(:read).with(brex_cache_key(@second_item)).returns(brex_accounts_payload)
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get select_existing_account_brex_items_url, params: {
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brex_item_id: @second_item.id,
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account_id: account.id,
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return_to: return_to
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}
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assert_response :success
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assert_select %(input[name="return_to"]) do |fields|
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assert fields.first["value"].blank?
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end
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end
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end
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test "select existing account preserves safe local return path" do
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account = @family.accounts.create!(
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name: "Manual Checking",
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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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return_to = "/accounts?tab=manual"
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Rails.cache.expects(:read).with(brex_cache_key(@second_item)).returns(brex_accounts_payload)
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get select_existing_account_brex_items_url, params: {
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brex_item_id: @second_item.id,
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account_id: account.id,
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return_to: return_to
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}
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assert_response :success
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assert_select %(input[name="return_to"][value="#{return_to}"])
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end
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test "select existing account redirects when account id is invalid" do
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get select_existing_account_brex_items_url, params: {
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brex_item_id: @second_item.id,
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account_id: SecureRandom.uuid
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}
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assert_redirected_to accounts_path
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assert_equal I18n.t("brex_items.select_existing_account.no_account_specified"), flash[:alert]
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end
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test "select existing account renders the selected brex item id" do
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account = @family.accounts.create!(
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name: "Manual Checking",
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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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Rails.cache.expects(:read).with(brex_cache_key(@second_item)).returns(nil)
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Rails.cache.expects(:write).with(brex_cache_key(@second_item), brex_accounts_payload, expires_in: 5.minutes)
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provider = mock("brex_provider")
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provider.expects(:get_accounts).returns(accounts: brex_accounts_payload)
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Provider::Brex.expects(:new)
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.with(@second_item.token, base_url: @second_item.effective_base_url)
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.returns(provider)
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get select_existing_account_brex_items_url, params: {
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brex_item_id: @second_item.id,
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account_id: account.id
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}
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assert_response :success
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assert_includes @response.body, %(name="brex_item_id")
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assert_includes @response.body, %(value="#{@second_item.id}")
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end
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test "link accounts uses selected brex item and allows duplicate upstream ids across items" do
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@existing_item.brex_accounts.create!(
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account_id: "shared_brex_account",
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name: "Shared Checking",
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currency: "USD",
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current_balance: 1000
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)
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provider = mock("brex_provider")
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provider.expects(:get_accounts).returns(accounts: brex_accounts_payload)
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Provider::Brex.expects(:new)
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.with(@second_item.token, base_url: @second_item.effective_base_url)
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.returns(provider)
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assert_difference -> { @second_item.brex_accounts.where(account_id: "shared_brex_account").count }, 1 do
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assert_difference "AccountProvider.count", 1 do
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post link_accounts_brex_items_url, params: {
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brex_item_id: @second_item.id,
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account_ids: [ "shared_brex_account" ],
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accountable_type: "Depository"
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}
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end
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end
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assert_redirected_to accounts_path
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assert_equal 1, @existing_item.brex_accounts.where(account_id: "shared_brex_account").count
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end
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test "link accounts does not silently use the first connection when multiple items exist" do
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assert_no_difference "BrexAccount.count" do
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assert_no_difference "Account.count" do
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post link_accounts_brex_items_url, params: {
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account_ids: [ "shared_brex_account" ],
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accountable_type: "Depository"
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}
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end
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end
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assert_redirected_to settings_providers_path
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assert_equal I18n.t("brex_items.link_accounts.select_connection"), flash[:alert]
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end
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test "link existing account does not silently use the first connection when multiple items exist" do
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account = @family.accounts.create!(
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name: "Manual Checking",
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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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assert_no_difference "BrexAccount.count" do
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assert_no_difference "AccountProvider.count" do
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post link_existing_account_brex_items_url, params: {
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account_id: account.id,
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brex_account_id: "shared_brex_account"
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}
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end
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end
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assert_redirected_to settings_providers_path
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assert_equal I18n.t("brex_items.link_existing_account.select_connection"), flash[:alert]
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end
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test "link existing account requires account id" do
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assert_no_difference "AccountProvider.count" do
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post link_existing_account_brex_items_url, params: {
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brex_item_id: @second_item.id,
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brex_account_id: "shared_brex_account"
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}
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end
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assert_redirected_to accounts_path
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assert_equal I18n.t("brex_items.link_existing_account.no_account_specified"), flash[:alert]
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end
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test "link existing account redirects when account id is invalid" do
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assert_no_difference "AccountProvider.count" do
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post link_existing_account_brex_items_url, params: {
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brex_item_id: @second_item.id,
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account_id: SecureRandom.uuid,
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brex_account_id: "shared_brex_account"
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}
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end
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assert_redirected_to accounts_path
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assert_equal I18n.t("brex_items.link_existing_account.no_account_specified"), flash[:alert]
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end
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test "sync only queues a sync for the selected brex item" do
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assert_difference -> { Sync.where(syncable: @second_item).count }, 1 do
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assert_no_difference -> { Sync.where(syncable: @existing_item).count } do
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post sync_brex_item_url(@second_item)
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end
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end
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assert_response :redirect
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end
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test "complete account setup ignores unsupported account type and subtype params" do
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valid_brex_account = @second_item.brex_accounts.create!(
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account_id: "setup_valid",
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account_kind: "cash",
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name: "Setup Valid",
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currency: "USD",
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current_balance: 100
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)
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unsupported_brex_account = @second_item.brex_accounts.create!(
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account_id: "setup_unsupported",
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account_kind: "cash",
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name: "Setup Unsupported",
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currency: "USD",
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current_balance: 100
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)
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assert_difference "AccountProvider.count", 1 do
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post complete_account_setup_brex_item_url(@second_item), params: {
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account_types: {
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valid_brex_account.id => "Depository",
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unsupported_brex_account.id => "Investment",
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"not-a-brex-account" => "Depository"
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},
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account_subtypes: {
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valid_brex_account.id => "savings",
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unsupported_brex_account.id => "brokerage",
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"not-a-brex-account" => "checking"
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}
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}
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end
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assert_redirected_to accounts_path
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assert_equal "savings", valid_brex_account.reload.account.accountable.subtype
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assert_nil unsupported_brex_account.reload.account_provider
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assert_match(/skipped/i, flash[:notice])
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end
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test "complete account setup treats scalar setup params as empty" do
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assert_no_difference "AccountProvider.count" do
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post complete_account_setup_brex_item_url(@second_item), params: {
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account_types: "not-a-hash",
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account_subtypes: "also-not-a-hash"
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}
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end
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|
|
assert_redirected_to accounts_path
|
|
assert_equal I18n.t("brex_items.complete_account_setup.no_accounts"), flash[:alert]
|
|
end
|
|
|
|
private
|
|
|
|
def brex_accounts_payload
|
|
[
|
|
{
|
|
id: "shared_brex_account",
|
|
name: "Shared Checking",
|
|
account_kind: "cash",
|
|
status: "active",
|
|
current_balance: { amount: 100_000, currency: "USD" },
|
|
available_balance: { amount: 95_000, currency: "USD" }
|
|
}
|
|
]
|
|
end
|
|
|
|
def brex_cache_key(brex_item)
|
|
BrexItem::AccountFlow.cache_key(@family, brex_item)
|
|
end
|
|
|
|
def clear_brex_cache_entries
|
|
return unless defined?(@family) && @family.present?
|
|
return unless Rails.cache.respond_to?(:delete_matched)
|
|
|
|
Rails.cache.delete_matched("brex_accounts_#{@family.id}_*")
|
|
rescue NotImplementedError
|
|
# Some test cache stores do not implement delete_matched; tests that depend
|
|
# on cache state stub exact Brex cache keys instead of relying on globals.
|
|
end
|
|
end
|