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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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require "test_helper"
require "ostruct"
class PlaidItem::ImporterTest < ActiveSupport::TestCase
setup do
@mock_provider = PlaidMock.new
@plaid_item = plaid_items(:one)
@importer = PlaidItem::Importer.new(@plaid_item, plaid_provider: @mock_provider)
end
test "imports item metadata" do
PlaidAccount::Importer.any_instance.expects(:import).times(PlaidMock::ACCOUNTS.count)
PlaidItem::Importer.new(@plaid_item, plaid_provider: @mock_provider).import
assert_equal PlaidMock::ITEM.institution_id, @plaid_item.institution_id
assert_equal PlaidMock::ITEM.available_products, @plaid_item.available_products
assert_equal PlaidMock::ITEM.billed_products, @plaid_item.billed_products
assert_equal PlaidMock::ITEM.item_id, @plaid_item.raw_payload["item_id"]
assert_equal PlaidMock::INSTITUTION.institution_id, @plaid_item.raw_institution_payload["institution_id"]
end
end