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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
95 lines
2.2 KiB
Ruby
95 lines
2.2 KiB
Ruby
class PlaidEntry::Processor
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# plaid_transaction is the raw hash fetched from Plaid API and converted to JSONB
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def initialize(plaid_transaction, plaid_account:, category_matcher:)
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@plaid_transaction = plaid_transaction
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@plaid_account = plaid_account
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@category_matcher = category_matcher
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end
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def process
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PlaidAccount.transaction do
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entry = account.entries.find_or_initialize_by(plaid_id: plaid_id) do |e|
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e.entryable = Transaction.new
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end
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entry.assign_attributes(
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amount: amount,
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currency: currency,
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date: date
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)
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entry.enrich_attribute(
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:name,
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name,
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source: "plaid"
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)
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if detailed_category
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matched_category = category_matcher.match(detailed_category)
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if matched_category
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entry.transaction.enrich_attribute(
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:category_id,
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matched_category.id,
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source: "plaid"
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)
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end
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end
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if merchant
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entry.transaction.enrich_attribute(
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:merchant_id,
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merchant.id,
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source: "plaid"
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)
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end
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end
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end
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private
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attr_reader :plaid_transaction, :plaid_account, :category_matcher
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def account
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plaid_account.account
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end
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def plaid_id
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plaid_transaction["transaction_id"]
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end
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def name
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plaid_transaction["merchant_name"] || plaid_transaction["original_description"]
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end
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def amount
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plaid_transaction["amount"]
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end
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def currency
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plaid_transaction["iso_currency_code"]
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end
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def date
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plaid_transaction["date"]
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end
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def detailed_category
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plaid_transaction.dig("personal_finance_category", "detailed")
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end
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def merchant
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merchant_id = plaid_transaction["merchant_entity_id"]
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merchant_name = plaid_transaction["merchant_name"]
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return nil unless merchant_id.present? && merchant_name.present?
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ProviderMerchant.find_or_create_by!(
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source: "plaid",
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name: merchant_name,
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) do |m|
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m.provider_merchant_id = merchant_id
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m.website_url = plaid_transaction["website"]
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m.logo_url = plaid_transaction["logo_url"]
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end
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end
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end
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