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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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@ -6,12 +6,11 @@ class Investment < ApplicationRecord
"pension" => { short: "Pension", long: "Pension" },
"retirement" => { short: "Retirement", long: "Retirement" },
"401k" => { short: "401(k)", long: "401(k)" },
"traditional_401k" => { short: "Traditional 401(k)", long: "Traditional 401(k)" },
"roth_401k" => { short: "Roth 401(k)", long: "Roth 401(k)" },
"529_plan" => { short: "529 Plan", long: "529 Plan" },
"hsa" => { short: "HSA", long: "Health Savings Account" },
"mutual_fund" => { short: "Mutual Fund", long: "Mutual Fund" },
"traditional_ira" => { short: "Traditional IRA", long: "Traditional IRA" },
"ira" => { short: "IRA", long: "Traditional IRA" },
"roth_ira" => { short: "Roth IRA", long: "Roth IRA" },
"angel" => { short: "Angel", long: "Angel" }
}.freeze