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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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test/test_helper.rb
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@ -29,6 +29,8 @@ VCR.configure do |config|
config.filter_sensitive_data("<OPENAI_ORGANIZATION_ID>") { ENV["OPENAI_ORGANIZATION_ID"] }
config.filter_sensitive_data("<STRIPE_SECRET_KEY>") { ENV["STRIPE_SECRET_KEY"] }
config.filter_sensitive_data("<STRIPE_WEBHOOK_SECRET>") { ENV["STRIPE_WEBHOOK_SECRET"] }
config.filter_sensitive_data("<PLAID_CLIENT_ID>") { ENV["PLAID_CLIENT_ID"] }
config.filter_sensitive_data("<PLAID_SECRET>") { ENV["PLAID_SECRET"] }
end
module ActiveSupport