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Plaid sync domain improvements (#2267)
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Breaks our Plaid sync process out into more manageable classes. Notably, this moves the sync process to a distinct, 2-step flow:

1. Import stage - we first make API calls and import Plaid data to "mirror" tables
2. Processing stage - read the raw data, apply business rules, build internal domain models and sync balances

This provides several benefits:

- Plaid syncs can now be "replayed" without fetching API data again
- Mirror tables provide better audit and debugging capabilities
- Eliminates the "all or nothing" sync behavior that is currently in place, which is brittle
This commit is contained in:
Zach Gollwitzer 2025-05-23 18:58:22 -04:00 committed by GitHub
parent 5c82af0e8c
commit 03a146222d
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72 changed files with 3763 additions and 706 deletions

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@ -56,6 +56,10 @@ class Entry < ApplicationRecord
Balance::TrendCalculator.new(self, entries, balances).trend
end
def linked?
plaid_id.present?
end
class << self
def search(params)
EntrySearch.new(params).build_query(all)