mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-07-23 23:29:39 +02:00
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
|
|
# plaid_transaction is the raw hash fetched from Plaid API and converted to JSONB
|
|
def initialize(plaid_transaction, plaid_account:, category_matcher:)
|
|
@plaid_transaction = plaid_transaction
|
|
@plaid_account = plaid_account
|
|
@category_matcher = category_matcher
|
|
end
|
|
|
|
def process
|
|
PlaidAccount.transaction do
|
|
entry = account.entries.find_or_initialize_by(plaid_id: plaid_id) do |e|
|
|
e.entryable = Transaction.new
|
|
end
|
|
|
|
entry.assign_attributes(
|
|
amount: amount,
|
|
currency: currency,
|
|
date: date
|
|
)
|
|
|
|
entry.enrich_attribute(
|
|
:name,
|
|
name,
|
|
source: "plaid"
|
|
)
|
|
|
|
if detailed_category
|
|
matched_category = category_matcher.match(detailed_category)
|
|
|
|
if matched_category
|
|
entry.transaction.enrich_attribute(
|
|
:category_id,
|
|
matched_category.id,
|
|
source: "plaid"
|
|
)
|
|
end
|
|
end
|
|
|
|
if merchant
|
|
entry.transaction.enrich_attribute(
|
|
:merchant_id,
|
|
merchant.id,
|
|
source: "plaid"
|
|
)
|
|
end
|
|
end
|
|
end
|
|
|
|
private
|
|
attr_reader :plaid_transaction, :plaid_account, :category_matcher
|
|
|
|
def account
|
|
plaid_account.account
|
|
end
|
|
|
|
def plaid_id
|
|
plaid_transaction["transaction_id"]
|
|
end
|
|
|
|
def name
|
|
plaid_transaction["merchant_name"] || plaid_transaction["original_description"]
|
|
end
|
|
|
|
def amount
|
|
plaid_transaction["amount"]
|
|
end
|
|
|
|
def currency
|
|
plaid_transaction["iso_currency_code"]
|
|
end
|
|
|
|
def date
|
|
plaid_transaction["date"]
|
|
end
|
|
|
|
def detailed_category
|
|
plaid_transaction.dig("personal_finance_category", "detailed")
|
|
end
|
|
|
|
def merchant
|
|
merchant_id = plaid_transaction["merchant_entity_id"]
|
|
merchant_name = plaid_transaction["merchant_name"]
|
|
|
|
return nil unless merchant_id.present? && merchant_name.present?
|
|
|
|
ProviderMerchant.find_or_create_by!(
|
|
source: "plaid",
|
|
name: merchant_name,
|
|
) do |m|
|
|
m.provider_merchant_id = merchant_id
|
|
m.website_url = plaid_transaction["website"]
|
|
m.logo_url = plaid_transaction["logo_url"]
|
|
end
|
|
end
|
|
end
|