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Plaid sync domain improvements (#2267)
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
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@ -70,8 +70,7 @@ class Family::AutoCategorizer
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amount: transaction.entry.amount.abs,
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classification: transaction.entry.classification,
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description: transaction.entry.name,
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merchant: transaction.merchant&.name,
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hint: transaction.plaid_category_detailed
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merchant: transaction.merchant&.name
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}
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end
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end
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