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Fintech
3 posts on this topic.
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Auto-categorizing bank transactions with Postgres fuzzy matching (no ML)
'UBER *EATS 8829' and 'UBER* EATS' are the same recurring expense, but the strings don't match. How I auto-categorize bank feeds with Postgres levenshtein() and soundex() against a user's own history — no machine learning.
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Charging a card once in Rails: the guard I shipped, and the gaps I didn't close
A payments flow is 'at least once' at every layer — retries, double-clicks, replayed webhooks. Here's the guard that stops the common cases, an honest accounting of the ones it doesn't, and how I'd close them.
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Building an invoice tax engine in Rails that accountants trust
Tax-inclusive and tax-exclusive pricing round differently, and one cent of drift makes an invoice look broken. How I built a tax engine with the Strategy pattern, BigDecimal, and spreadsheet-verified golden-master tests.