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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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class PlaidAccount::Importer
def initialize(plaid_account, account_snapshot:)
@plaid_account = plaid_account
@account_snapshot = account_snapshot
end
def import
PlaidAccount.transaction do
import_account_info
import_transactions if account_snapshot.transactions_data.present?
import_investments if account_snapshot.investments_data.present?
import_liabilities if account_snapshot.liabilities_data.present?
end
end
private
attr_reader :plaid_account, :account_snapshot
def import_account_info
plaid_account.upsert_plaid_snapshot!(account_snapshot.account_data)
end
def import_transactions
plaid_account.upsert_plaid_transactions_snapshot!(account_snapshot.transactions_data)
end
def import_investments
plaid_account.upsert_plaid_investments_snapshot!(account_snapshot.investments_data)
end
def import_liabilities
plaid_account.upsert_plaid_liabilities_snapshot!(account_snapshot.liabilities_data)
end
end