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Rename raw_investments_payload to raw_holdings_payload for Plaid accounts (#760)

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* refactor: rename `raw_investments_payload` to `raw_holdings_payload`

- Update references and models to use consistent naming.
- Adjust migrations, tests, and encryption setup accordingly.

* fix: improve safety when accessing raw_holdings_payload keys

- Use `dig` with safe navigation to prevent potential nil errors.
- Add support for decryption from the old column name `raw_investments_payload`.
- Adjust related methods and calculations for consistency.

---------

Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
This commit is contained in:
LPW
2026-01-24 05:16:26 -05:00
committed by GitHub
parent 8c9764f1ad
commit d98711d4ea
15 changed files with 35 additions and 29 deletions
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lib/tasks/security_backfill.rake
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@@ -52,7 +52,7 @@ namespace :security do
results[:enable_banking_items] = backfill_model(EnableBankingItem, %i[client_certificate session_id raw_payload raw_institution_payload], batch_size, dry_run)
# Provider accounts
results[:plaid_accounts] = backfill_model(PlaidAccount, %i[raw_payload raw_transactions_payload raw_investments_payload raw_liabilities_payload], batch_size, dry_run)
results[:plaid_accounts] = backfill_model(PlaidAccount, %i[raw_payload raw_transactions_payload raw_holdings_payload raw_liabilities_payload], batch_size, dry_run)
results[:simplefin_accounts] = backfill_model(SimplefinAccount, %i[raw_payload raw_transactions_payload raw_holdings_payload], batch_size, dry_run)
results[:lunchflow_accounts] = backfill_model(LunchflowAccount, %i[raw_payload raw_transactions_payload], batch_size, dry_run)
results[:enable_banking_accounts] = backfill_model(EnableBankingAccount, %i[raw_payload raw_transactions_payload], batch_size, dry_run)