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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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GPG key ID: B5690EEEBB952194
72 changed files with 3763 additions and 706 deletions

View file

@ -15,6 +15,12 @@
<% if entry.transaction.transfer? %>
<%= icon "arrow-left-right", class: "mt-1" %>
<% end %>
<% if entry.linked? %>
<span title="Linked with Plaid">
<%= icon("refresh-ccw", size: "sm") %>
</span>
<% end %>
</div>
<span class="text-sm text-secondary">

View file

@ -18,6 +18,7 @@
<%= f.date_field :date,
label: t(".date_label"),
max: Date.current,
disabled: @entry.linked?,
"data-auto-submit-form-target": "auto" %>
<% unless @entry.transaction.transfer? %>
@ -25,13 +26,15 @@
<%= f.select :nature,
[["Expense", "outflow"], ["Income", "inflow"]],
{ container_class: "w-1/3", label: t(".nature"), selected: @entry.amount.negative? ? "inflow" : "outflow" },
{ data: { "auto-submit-form-target": "auto" } } %>
{ data: { "auto-submit-form-target": "auto" }, disabled: @entry.linked? } %>
<%= f.money_field :amount, label: t(".amount"),
container_class: "w-2/3",
auto_submit: true,
min: 0,
value: @entry.amount.abs %>
value: @entry.amount.abs,
disabled: @entry.linked?,
disable_currency: @entry.linked? %>
</div>
<%= f.fields_for :entryable do |ef| %>
@ -66,7 +69,7 @@
<%= f.fields_for :entryable do |ef| %>
<%= ef.collection_select :merchant_id,
Current.family.merchants.alphabetically,
[@entry.transaction.merchant, *Current.family.merchants.alphabetically].compact,
:id, :name,
{ include_blank: t(".none"),
label: t(".merchant_label"),