mirror of
https://github.com/we-promise/sure.git
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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>
81 lines
2.4 KiB
Plaintext
81 lines
2.4 KiB
Plaintext
<%= content_for :page_title, t(".accounts") %>
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<%= content_for :page_actions do %>
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<%= icon(
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"refresh-cw",
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as_button: true,
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size: "sm",
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href: sync_all_accounts_path,
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disabled: Current.family.syncing?,
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frame: :_top
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) %>
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<%= render DS::Link.new(
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text: t(".new_account"),
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href: new_account_path(return_to: accounts_path),
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variant: "primary",
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icon: "plus",
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frame: :modal
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) %>
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<% end %>
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<% if @manual_accounts.empty? && @plaid_items.empty? && @simplefin_items.empty? && @lunchflow_items.empty? && @enable_banking_items.empty? && @coinstats_items.empty? && @coinbase_items.empty? && @mercury_items.empty? && @brex_items.empty? && @ibkr_items.empty? && @snaptrade_items.empty? && @indexa_capital_items.empty? && @sophtron_items.empty? %>
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<%= render "empty" %>
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<% else %>
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<div class="space-y-2">
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<% if @plaid_items.any? %>
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<%= render @plaid_items.sort_by(&:created_at) %>
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<% end %>
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<% if @simplefin_items.any? %>
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<%= render @simplefin_items.sort_by(&:created_at) %>
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<% end %>
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<% if @lunchflow_items.any? %>
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<%= render @lunchflow_items.sort_by(&:created_at) %>
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<% end %>
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<% if @enable_banking_items.any? %>
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<%= render @enable_banking_items.sort_by(&:created_at) %>
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<% end %>
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<% if @coinstats_items.any? %>
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<%= render @coinstats_items.sort_by(&:created_at) %>
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<% end %>
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<% if @sophtron_items.any? %>
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<%= render @sophtron_items.sort_by(&:created_at) %>
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<% end %>
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<% if @mercury_items.any? %>
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<%= render @mercury_items.sort_by(&:created_at) %>
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<% end %>
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<% if @brex_items.any? %>
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<%= render @brex_items.sort_by(&:created_at) %>
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<% end %>
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<% if @coinbase_items.any? %>
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<%= render @coinbase_items.sort_by(&:created_at) %>
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<% end %>
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<% if @snaptrade_items.any? %>
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<%= render @snaptrade_items.sort_by(&:created_at) %>
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<% end %>
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<% if @ibkr_items.any? %>
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<%= render @ibkr_items.sort_by(&:created_at) %>
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<% end %>
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<% if @indexa_capital_items.any? %>
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<%= render @indexa_capital_items.sort_by(&:created_at) %>
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<% end %>
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<% if @manual_accounts.any? %>
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<div id="manual-accounts">
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<%= render "accounts/index/manual_accounts", accounts: @manual_accounts %>
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</div>
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<% else %>
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<div id="manual-accounts"></div>
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<% end %>
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</div>
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<% end %>
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