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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
54 lines
1.4 KiB
Ruby
54 lines
1.4 KiB
Ruby
class PlaidAccount < ApplicationRecord
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belongs_to :plaid_item
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has_one :account, dependent: :destroy
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validates :name, :plaid_type, :currency, presence: true
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validate :has_balance
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def upsert_plaid_snapshot!(account_snapshot)
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assign_attributes(
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current_balance: account_snapshot.balances.current,
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available_balance: account_snapshot.balances.available,
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currency: account_snapshot.balances.iso_currency_code,
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plaid_type: account_snapshot.type,
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plaid_subtype: account_snapshot.subtype,
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name: account_snapshot.name,
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mask: account_snapshot.mask,
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raw_payload: account_snapshot
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)
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save!
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end
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def upsert_plaid_transactions_snapshot!(transactions_snapshot)
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assign_attributes(
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raw_transactions_payload: transactions_snapshot
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)
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save!
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end
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def upsert_plaid_investments_snapshot!(investments_snapshot)
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assign_attributes(
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raw_investments_payload: investments_snapshot
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)
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save!
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end
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def upsert_plaid_liabilities_snapshot!(liabilities_snapshot)
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assign_attributes(
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raw_liabilities_payload: liabilities_snapshot
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)
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save!
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end
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private
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# Plaid guarantees at least one of these. This validation is a sanity check for that guarantee.
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def has_balance
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return if current_balance.present? || available_balance.present?
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errors.add(:base, "Plaid account must have either current or available balance")
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end
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end
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