Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-21 14:19:39 +02:00
Code Issues Releases Activity Actions

Update Plaid cash balance on each sync
Some checks failed
Publish Docker image / ci (push) Has been cancelled
Details
Publish Docker image / Build docker image (push) Has been cancelled
Details

Browse source
This commit is contained in:
Zach Gollwitzer 2024-12-10 18:54:09 -05:00
parent 46131fb496
commit b2a56aefc1
1 changed files with 12 additions and 1 deletions
Download patch file Download diff file Expand all files Collapse all files

13
app/models/plaid_account.rb
View file

@ -37,7 +37,9 @@ class PlaidAccount < ApplicationRecord
plaid_subtype: plaid_account_data.subtype, plaid_subtype: plaid_account_data.subtype,
account_attributes: { account_attributes: {
id: account.id, id: account.id,
balance: plaid_account_data.balances.current # Plaid guarantees at least 1 of these
balance: plaid_account_data.balances.current || plaid_account_data.balances.available,
cash_balance: derive_plaid_cash_balance(plaid_account_data.balances)
} }
) )
end end
@ -208,4 +210,13 @@ class PlaidAccount < ApplicationRecord
family.merchants.find_or_create_by!(name: plaid_merchant_name) family.merchants.find_or_create_by!(name: plaid_merchant_name)
end end
def derive_plaid_cash_balance(plaid_balances)
if account.investment?
plaid_balances.available || 0
else
# For now, we will not distinguish between "cash" and "overall" balance for non-investment accounts
plaid_balances.current || plaid_balances.available
end
end
end end