Files
sure/test/fixtures/accounts.yml
Zach Gollwitzer 03a146222d 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
2025-05-23 18:58:22 -04:00

83 lines
1.5 KiB
YAML

other_asset:
family: dylan_family
name: Collectable Account
balance: 550
currency: USD
accountable_type: OtherAsset
accountable: one
other_liability:
family: dylan_family
name: IOU (personal debt to friend)
balance: 200
currency: USD
accountable_type: OtherLiability
accountable: one
depository:
family: dylan_family
name: Checking Account
balance: 5000
currency: USD
accountable_type: Depository
accountable: one
connected:
family: dylan_family
name: Plaid Depository Account
balance: 5000
currency: USD
subtype: checking
accountable_type: Depository
accountable: two
plaid_account: one
credit_card:
family: dylan_family
name: Credit Card
balance: 1000
currency: USD
accountable_type: CreditCard
accountable: one
investment:
family: dylan_family
name: Robinhood Brokerage Account
balance: 10000
cash_balance: 5000
currency: USD
accountable_type: Investment
accountable: one
loan:
family: dylan_family
name: Mortgage Loan
balance: 500000
currency: USD
accountable_type: Loan
accountable: one
property:
family: dylan_family
name: 123 Maybe Court
balance: 550000
currency: USD
accountable_type: Property
accountable: one
vehicle:
family: dylan_family
name: Honda Accord
balance: 18000
currency: USD
accountable_type: Vehicle
accountable: one
crypto:
family: dylan_family
name: Bitcoin
balance: 10000
currency: USD
accountable_type: Crypto
accountable: one