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Update Plaid cash balance on each sync

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This commit is contained in:
Zach Gollwitzer
2024-12-10 18:54:09 -05:00
parent 46131fb496
commit b2a56aefc1
1 changed files with 12 additions and 1 deletions
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13
app/models/plaid_account.rb
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@@ -37,7 +37,9 @@ class PlaidAccount < ApplicationRecord
plaid_subtype: plaid_account_data.subtype,
account_attributes: {
id: account.id,
balance: plaid_account_data.balances.current
# Plaid guarantees at least 1 of these
balance: plaid_account_data.balances.current || plaid_account_data.balances.available,
cash_balance: derive_plaid_cash_balance(plaid_account_data.balances)
}
)
end
@@ -208,4 +210,13 @@ class PlaidAccount < ApplicationRecord
family.merchants.find_or_create_by!(name: plaid_merchant_name)
end
def derive_plaid_cash_balance(plaid_balances)
if account.investment?
plaid_balances.available || 0
else
# For now, we will not distinguish between "cash" and "overall" balance for non-investment accounts
plaid_balances.current || plaid_balances.available
end
end
end