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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
3
test/fixtures/accounts.yml
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3
test/fixtures/accounts.yml
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@ -24,9 +24,10 @@ depository:
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connected:
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family: dylan_family
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name: Connected Account
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name: Plaid Depository Account
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balance: 5000
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currency: USD
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subtype: checking
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accountable_type: Depository
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accountable: two
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plaid_account: one
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8
test/fixtures/plaid_accounts.yml
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8
test/fixtures/plaid_accounts.yml
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@ -1,3 +1,9 @@
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one:
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current_balance: 1000
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available_balance: 1000
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currency: USD
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name: Plaid Depository Account
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plaid_item: one
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plaid_id: "1234567890"
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plaid_id: "acc_mock_1"
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plaid_type: depository
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plaid_subtype: checking
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6
test/fixtures/plaid_items.yml
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6
test/fixtures/plaid_items.yml
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@ -1,5 +1,7 @@
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one:
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family: dylan_family
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plaid_id: "1234567890"
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plaid_id: "item_mock_1"
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access_token: encrypted_token_1
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name: "Test Bank"
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name: "Test Bank"
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billed_products: ["transactions", "investments", "liabilities"]
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available_products: []
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