sure/test/fixtures/plaid_accounts.yml at c4824bf34dd2e5f9f7cd2ef22b857644c19b4121 - sure - HHTech

QT/sure

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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

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YAML

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 one:
   current_balance: 1000
   available_balance: 1000
   currency: USD
   name: Plaid Depository Account
   plaid_item: one
   plaid_id: "acc_mock_1"
   plaid_type: depository
   plaid_subtype: checking