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03a146222d
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
79 lines
3 KiB
Ruby
79 lines
3 KiB
Ruby
# All Plaid data is fetched at the item-level. This class is a simple wrapper that
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# providers a convenience method, get_account_data which scopes the item-level payload
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# to each Plaid Account
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class PlaidItem::AccountsSnapshot
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def initialize(plaid_item, plaid_provider:)
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@plaid_item = plaid_item
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@plaid_provider = plaid_provider
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end
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def accounts
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@accounts ||= plaid_provider.get_item_accounts(plaid_item.access_token).accounts
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end
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def get_account_data(account_id)
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AccountData.new(
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account_data: accounts.find { |a| a.account_id == account_id },
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transactions_data: account_scoped_transactions_data(account_id),
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investments_data: account_scoped_investments_data(account_id),
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liabilities_data: account_scoped_liabilities_data(account_id)
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)
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end
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private
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attr_reader :plaid_item, :plaid_provider
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TransactionsData = Data.define(:added, :modified, :removed)
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LiabilitiesData = Data.define(:credit, :mortgage, :student)
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InvestmentsData = Data.define(:transactions, :holdings, :securities)
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AccountData = Data.define(:account_data, :transactions_data, :investments_data, :liabilities_data)
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def account_scoped_transactions_data(account_id)
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return nil unless transactions_data
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TransactionsData.new(
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added: transactions_data.added.select { |t| t.account_id == account_id },
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modified: transactions_data.modified.select { |t| t.account_id == account_id },
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removed: transactions_data.removed.select { |t| t.account_id == account_id }
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)
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end
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def account_scoped_investments_data(account_id)
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return nil unless investments_data
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transactions = investments_data.transactions.select { |t| t.account_id == account_id }
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holdings = investments_data.holdings.select { |h| h.account_id == account_id }
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securities = transactions.count > 0 && holdings.count > 0 ? investments_data.securities : []
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InvestmentsData.new(
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transactions: transactions,
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holdings: holdings,
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securities: securities
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)
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end
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def account_scoped_liabilities_data(account_id)
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return nil unless liabilities_data
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LiabilitiesData.new(
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credit: liabilities_data.credit&.find { |c| c.account_id == account_id },
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mortgage: liabilities_data.mortgage&.find { |m| m.account_id == account_id },
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student: liabilities_data.student&.find { |s| s.account_id == account_id }
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)
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end
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def transactions_data
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return nil unless plaid_item.supports_product?("transactions")
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@transactions_data ||= plaid_provider.get_transactions(plaid_item.access_token)
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end
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def investments_data
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return nil unless plaid_item.supports_product?("investments")
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@investments_data ||= plaid_provider.get_item_investments(plaid_item.access_token)
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end
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def liabilities_data
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return nil unless plaid_item.supports_product?("liabilities")
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@liabilities_data ||= plaid_provider.get_item_liabilities(plaid_item.access_token)
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end
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end
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