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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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@ -24,9 +24,10 @@ depository:
connected:
family: dylan_family
name: Connected Account
name: Plaid Depository Account
balance: 5000
currency: USD
subtype: checking
accountable_type: Depository
accountable: two
plaid_account: one

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@ -1,3 +1,9 @@
one:
current_balance: 1000
available_balance: 1000
currency: USD
name: Plaid Depository Account
plaid_item: one
plaid_id: "1234567890"
plaid_id: "acc_mock_1"
plaid_type: depository
plaid_subtype: checking

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@ -1,5 +1,7 @@
one:
family: dylan_family
plaid_id: "1234567890"
plaid_id: "item_mock_1"
access_token: encrypted_token_1
name: "Test Bank"
name: "Test Bank"
billed_products: ["transactions", "investments", "liabilities"]
available_products: []