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03a146222d8aa48c4612b9bd2f7ddd7ae47d7e66
maybe/app/models
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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
..
account
Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)
2025-05-17 16:37:16 -04:00
assistant
Subscription tests and domain (#2209)
2025-05-06 14:05:21 -04:00
balance
Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)
2025-05-17 16:37:16 -04:00
chat
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
concerns
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
demo
Subscription tests and domain (#2209)
2025-05-06 14:05:21 -04:00
exchange_rate
Fix provider guards for start price
2025-05-19 15:19:41 -04:00
family
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
holding
Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers) (#2255)
2025-05-17 16:37:16 -04:00
import
Feature: Add "amount type" configuration column for CSV imports (#1947)
2025-04-18 10:48:10 -04:00
income_statement
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
plaid_account
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
plaid_entry
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
plaid_item
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
provider
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
rule
Encapsulate enrichment actions, add tests
2025-05-20 11:33:35 -04:00
security
Security resolver and health checker (#2281)
2025-05-22 12:43:24 -04:00
tool_call
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
transaction
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
account_import.rb
Auto sync preference, max limit on account CSV imports (#2259)
2025-05-18 15:02:51 -04:00
account.rb
Handle stale syncs (#2257)
2025-05-17 18:28:21 -04:00
address.rb
Fix: No comma when locality is empty (small fix) (#2111)
2025-04-16 20:26:45 -05:00
application_record.rb
Initial commit
2024-02-02 09:05:04 -06:00
assistant_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
assistant.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
balance_sheet.rb
Refactor balance sheet weight calculation and improve group weight rendering
2025-05-23 12:25:18 -05:00
balance.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
budget_category.rb
feature(dark mode): misc design fixes (#2215)
2025-05-07 09:26:06 -04:00
budget.rb
feature(dark mode): misc design fixes (#2215)
2025-05-07 09:26:06 -04:00
category.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
chat.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
credit_card.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
crypto.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
current.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
data_enrichment.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
depository.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
developer_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
entry_search.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
entry.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
entryable.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
exchange_rate.rb
Data provider simplification, tests, and documentation (#1997)
2025-03-17 11:54:53 -04:00
family_merchant.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
family.rb
Handle stale syncs (#2257)
2025-05-17 18:28:21 -04:00
holding.rb
holding: Add multi-currency support for average costs calculations. (#2153)
2025-05-06 12:12:44 -04:00
impersonation_session_log.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
impersonation_session.rb
Impersonation (#1325)
2024-10-18 11:26:58 -05:00
import.rb
Auto sync preference, max limit on account CSV imports (#2259)
2025-05-18 15:02:51 -04:00
income_statement.rb
Fix incorrect totals calculation when family has loan payments (#1984)
2025-03-11 12:37:57 -04:00
investment.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
invitation.rb
Fix duplicate invites (#1437)
2024-11-08 09:58:35 -06:00
invite_code.rb
Rubocop updates (#1118)
2024-08-23 10:06:24 -04:00
loan.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
market_data_importer.rb
Security resolver and health checker (#2281)
2025-05-22 12:43:24 -04:00
measurement.rb
Vehicle view (#1117)
2024-08-23 09:33:42 -04:00
merchant.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
mint_import.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
other_asset.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
other_liability.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
period.rb
Fix chart timezone bug (#2224)
2025-05-07 22:19:09 -04:00
plaid_account.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
plaid_item.rb
Plaid sync domain improvements (#2267)
2025-05-23 18:58:22 -04:00
property.rb
Add nice formatting for subtypes on account list (#2138)
2025-04-22 14:10:50 -04:00
provider_merchant.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
provider.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
rejected_transfer.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
rule.rb
Improve rules - add name, allow sorting, improve UI (#2177)
2025-05-13 15:53:13 -04:00
security.rb
Security resolver and health checker (#2281)
2025-05-22 12:43:24 -04:00
series.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
session.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
setting.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
subscription.rb
Improve account sync performance, handle concurrent market data syncing (#2236)
2025-05-15 10:19:56 -04:00
sync.rb
Bump ruby to 3.4.4
2025-05-20 09:09:10 -04:00
tag.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
tagging.rb
Create tagging system (#792)
2024-05-23 08:09:33 -04:00
tool_call.rb
Personal finance AI (v1) (#2022)
2025-03-28 13:08:22 -04:00
trade_builder.rb
Security resolver and health checker (#2281)
2025-05-22 12:43:24 -04:00
trade_import.rb
Security resolver and health checker (#2281)
2025-05-22 12:43:24 -04:00
trade.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
transaction_import.rb
Feature: Add "amount type" configuration column for CSV imports (#1947)
2025-04-18 10:48:10 -04:00
transaction.rb
Transaction rules engine V1 (#1900)
2025-04-18 11:39:58 -04:00
transfer.rb
Refactor Transfer model to use safe navigation for entry associations and improve error messages for account validation
2025-04-30 14:20:09 -05:00
trend.rb
New Design System + Codebase Refresh (#1823)
2025-02-21 11:57:59 -05:00
user_message.rb
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities (#2039)
2025-04-01 07:21:54 -04:00
user.rb
Subscription tests and domain (#2209)
2025-05-06 14:05:21 -04:00
valuation.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00
vehicle.rb
Account:: namespace simplifications and cleanup (#2110)
2025-04-14 11:40:34 -04:00