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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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test/models/plaid_account/importer_test.rb
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35
test/models/plaid_account/importer_test.rb
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require "test_helper"
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class PlaidAccount::ImporterTest < ActiveSupport::TestCase
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setup do
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@mock_provider = PlaidMock.new
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@plaid_account = plaid_accounts(:one)
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@plaid_item = @plaid_account.plaid_item
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@accounts_snapshot = PlaidItem::AccountsSnapshot.new(@plaid_item, plaid_provider: @mock_provider)
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@account_snapshot = @accounts_snapshot.get_account_data(@plaid_account.plaid_id)
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end
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test "imports account data" do
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PlaidAccount::Importer.new(@plaid_account, account_snapshot: @account_snapshot).import
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assert_equal @account_snapshot.account_data.account_id, @plaid_account.plaid_id
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assert_equal @account_snapshot.account_data.name, @plaid_account.name
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assert_equal @account_snapshot.account_data.mask, @plaid_account.mask
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assert_equal @account_snapshot.account_data.type, @plaid_account.plaid_type
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assert_equal @account_snapshot.account_data.subtype, @plaid_account.plaid_subtype
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# This account has transactions data
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assert_equal PlaidMock::TRANSACTIONS.count, @plaid_account.raw_transactions_payload["added"].count
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# This account does not have investment data
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assert_equal 0, @plaid_account.raw_investments_payload["holdings"].count
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assert_equal 0, @plaid_account.raw_investments_payload["securities"].count
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assert_equal 0, @plaid_account.raw_investments_payload["transactions"].count
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# This account is a credit card, so it should have liability data
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assert_equal @plaid_account.plaid_id, @plaid_account.raw_liabilities_payload["credit"]["account_id"]
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assert_nil @plaid_account.raw_liabilities_payload["mortgage"]
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assert_nil @plaid_account.raw_liabilities_payload["student"]
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end
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end
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