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
This commit is contained in:
Zach Gollwitzer
2025-05-23 18:58:22 -04:00
committed by GitHub
parent 5c82af0e8c
commit 03a146222d
72 changed files with 3763 additions and 706 deletions

View File

@@ -15,20 +15,22 @@
<%= f.date_field :date,
label: t(".date_label"),
max: Date.current,
disabled: @entry.linked?,
"data-auto-submit-form-target": "auto" %>
<div class="flex items-center gap-2">
<%= f.select :nature,
[["Buy", "outflow"], ["Sell", "inflow"]],
{ container_class: "w-1/3", label: "Type", selected: @entry.amount.negative? ? "inflow" : "outflow" },
{ data: { "auto-submit-form-target": "auto" } } %>
{ data: { "auto-submit-form-target": "auto" }, disabled: @entry.linked? } %>
<%= f.fields_for :entryable do |ef| %>
<%= ef.number_field :qty,
label: t(".quantity_label"),
step: "any",
value: trade.qty.abs,
"data-auto-submit-form-target": "auto" %>
"data-auto-submit-form-target": "auto",
disabled: @entry.linked? %>
<% end %>
</div>
@@ -37,7 +39,8 @@
label: t(".cost_per_share_label"),
disable_currency: true,
auto_submit: true,
min: 0 %>
min: 0,
disabled: @entry.linked? %>
<% end %>
<% end %>
</div>