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Code Issues Releases Activity Actions

Improve sync data management

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This commit is contained in:
Zach Gollwitzer 2025-05-08 12:52:40 -04:00
parent 1e5edd9f2f
commit 867318cbc1
2 changed files with 7 additions and 7 deletions
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11
app/models/plaid_item.rb
View file

@ -42,7 +42,7 @@ class PlaidItem < ApplicationRecord
begin
Rails.logger.info("Fetching and loading Plaid data")
plaid_data = fetch_and_load_plaid_data
fetch_and_load_plaid_data(sync)
update!(status: :good) if requires_update?
# Schedule account syncs
@ -51,7 +51,6 @@ class PlaidItem < ApplicationRecord
end
Rails.logger.info("Plaid data fetched and loaded")
plaid_data
rescue Plaid::ApiError => e
handle_plaid_error(e)
raise e
@ -120,7 +119,7 @@ class PlaidItem < ApplicationRecord
end
private
def fetch_and_load_plaid_data
def fetch_and_load_plaid_data(sync)
data = {}
# Log what we're about to fetch
@ -147,6 +146,7 @@ class PlaidItem < ApplicationRecord
# Accounts
fetched_accounts = plaid_provider.get_item_accounts(self).accounts
data[:accounts] = fetched_accounts || []
sync.update!(data: data)
Rails.logger.info "Processing Plaid accounts (count: #{fetched_accounts.size})"
internal_plaid_accounts = fetched_accounts.map do |account|
@ -158,6 +158,7 @@ class PlaidItem < ApplicationRecord
# Transactions
fetched_transactions = safe_fetch_plaid_data(:get_item_transactions)
data[:transactions] = fetched_transactions || []
sync.update!(data: data)
if fetched_transactions
Rails.logger.info "Processing Plaid transactions (added: #{fetched_transactions.added.size}, modified: #{fetched_transactions.modified.size}, removed: #{fetched_transactions.removed.size})"
@ -177,6 +178,7 @@ class PlaidItem < ApplicationRecord
# Investments
fetched_investments = safe_fetch_plaid_data(:get_item_investments)
data[:investments] = fetched_investments || []
sync.update!(data: data)
if fetched_investments
Rails.logger.info "Processing Plaid investments (transactions: #{fetched_investments.transactions.size}, holdings: #{fetched_investments.holdings.size}, securities: #{fetched_investments.securities.size})"
@ -194,6 +196,7 @@ class PlaidItem < ApplicationRecord
# Liabilities
fetched_liabilities = safe_fetch_plaid_data(:get_item_liabilities)
data[:liabilities] = fetched_liabilities || []
sync.update!(data: data)
if fetched_liabilities
Rails.logger.info "Processing Plaid liabilities (credit: #{fetched_liabilities.credit&.size || 0}, mortgage: #{fetched_liabilities.mortgage&.size || 0}, student: #{fetched_liabilities.student&.size || 0})"
@ -209,8 +212,6 @@ class PlaidItem < ApplicationRecord
end
end
end
data
end
def safe_fetch_plaid_data(method)

3
app/models/sync.rb
View file

@ -19,8 +19,7 @@ class Sync < ApplicationRecord
start!
begin
data = syncable.sync_data(self, start_date: start_date)
update!(data: data) if data
syncable.sync_data(self, start_date: start_date)
unless has_pending_child_syncs?
complete!