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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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@ -6,9 +6,7 @@ module Family::PlaidConnectable
end
def create_plaid_item!(public_token:, item_name:, region:)
provider = plaid_provider_for_region(region)
public_token_response = provider.exchange_public_token(public_token)
public_token_response = plaid(region).exchange_public_token(public_token)
plaid_item = plaid_items.create!(
name: item_name,
@ -23,11 +21,9 @@ module Family::PlaidConnectable
end
def get_link_token(webhooks_url:, redirect_url:, accountable_type: nil, region: :us, access_token: nil)
return nil unless plaid_us || plaid_eu
return nil unless plaid(region)
provider = plaid_provider_for_region(region)
provider.get_link_token(
plaid(region).get_link_token(
user_id: self.id,
webhooks_url: webhooks_url,
redirect_url: redirect_url,
@ -37,15 +33,7 @@ module Family::PlaidConnectable
end
private
def plaid_us
@plaid ||= Provider::Registry.get_provider(:plaid_us)
end
def plaid_eu
@plaid_eu ||= Provider::Registry.get_provider(:plaid_eu)
end
def plaid_provider_for_region(region)
region.to_sym == :eu ? plaid_eu : plaid_us
def plaid(region)
@plaid ||= Provider::Registry.plaid_provider_for_region(region)
end
end