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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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72 changed files with 3763 additions and 706 deletions
34
app/models/plaid_account/importer.rb
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34
app/models/plaid_account/importer.rb
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class PlaidAccount::Importer
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def initialize(plaid_account, account_snapshot:)
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@plaid_account = plaid_account
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@account_snapshot = account_snapshot
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end
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def import
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PlaidAccount.transaction do
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import_account_info
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import_transactions if account_snapshot.transactions_data.present?
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import_investments if account_snapshot.investments_data.present?
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import_liabilities if account_snapshot.liabilities_data.present?
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end
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end
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private
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attr_reader :plaid_account, :account_snapshot
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def import_account_info
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plaid_account.upsert_plaid_snapshot!(account_snapshot.account_data)
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end
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def import_transactions
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plaid_account.upsert_plaid_transactions_snapshot!(account_snapshot.transactions_data)
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end
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def import_investments
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plaid_account.upsert_plaid_investments_snapshot!(account_snapshot.investments_data)
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end
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def import_liabilities
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plaid_account.upsert_plaid_liabilities_snapshot!(account_snapshot.liabilities_data)
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end
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end
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