Maybe/app/models/plaid_item/provided.rb at 03a146222d8aa48c4612b9bd2f7ddd7ae47d7e66 - Docker/Maybe - developpement

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Zach Gollwitzer 03a146222d

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Plaid sync domain improvements (#2267 )

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

2025-05-23 18:58:22 -04:00

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Ruby

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 module PlaidItem::Provided
   extend ActiveSupport::Concern
   def plaid_provider
     @plaid_provider ||= Provider::Registry.plaid_provider_for_region(self.plaid_region)
   end
 end