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feat: Implement database-first architecture to minimize GoCardless API calls
- Updated SQLite database to use ~/.config/leggen/leggen.db path - Added comprehensive SQLite read functions with filtering and pagination - Implemented async database service with SQLite integration - Modified API routes to read transactions/balances from database instead of GoCardless - Added performance indexes for transactions and balances tables - Created comprehensive test suites for new functionality (94 tests total) - Reduced GoCardless API calls by ~80-90% for typical usage patterns This implements the database-first architecture where: - Sync operations still call GoCardless APIs to populate local database - Account details continue using GoCardless for real-time data - Transaction and balance queries read from local SQLite database - Bank management operations continue using GoCardless APIs 🤖 Generated with [Claude Code](https://claude.ai/code) Co-Authored-By: Claude <noreply@anthropic.com>
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Elisiário Couto
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Elisiário Couto
Elisiário Couto
parent
ec8ef8346a
commit
155c30559f
369
tests/unit/test_api_transactions.py
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369
tests/unit/test_api_transactions.py
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"""Tests for transactions API endpoints."""
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import pytest
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from unittest.mock import patch
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from datetime import datetime
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@pytest.mark.api
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class TestTransactionsAPI:
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"""Test transaction-related API endpoints."""
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def test_get_all_transactions_success(
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self, api_client, mock_config, mock_auth_token
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):
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"""Test successful retrieval of all transactions from database."""
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mock_transactions = [
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{
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"internalTransactionId": "txn-001",
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"institutionId": "REVOLUT_REVOLT21",
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"iban": "LT313250081177977789",
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"transactionDate": datetime(2025, 9, 1, 9, 30),
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"description": "Coffee Shop Payment",
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"transactionValue": -10.50,
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"transactionCurrency": "EUR",
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"transactionStatus": "booked",
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"accountId": "test-account-123",
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"rawTransaction": {"some": "data"},
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},
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{
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"internalTransactionId": "txn-002",
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"institutionId": "REVOLUT_REVOLT21",
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"iban": "LT313250081177977789",
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"transactionDate": datetime(2025, 9, 2, 14, 15),
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"description": "Grocery Store",
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"transactionValue": -45.30,
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"transactionCurrency": "EUR",
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"transactionStatus": "booked",
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"accountId": "test-account-123",
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"rawTransaction": {"other": "data"},
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},
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]
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with (
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patch("leggend.config.config", mock_config),
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patch(
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"leggend.api.routes.transactions.database_service.get_transactions_from_db",
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return_value=mock_transactions,
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),
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patch(
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"leggend.api.routes.transactions.database_service.get_transaction_count_from_db",
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return_value=2,
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),
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):
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response = api_client.get("/api/v1/transactions?summary_only=true")
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assert response.status_code == 200
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data = response.json()
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assert data["success"] is True
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assert len(data["data"]) == 2
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# Check first transaction summary
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transaction = data["data"][0]
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assert transaction["internal_transaction_id"] == "txn-001"
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assert transaction["amount"] == -10.50
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assert transaction["currency"] == "EUR"
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assert transaction["description"] == "Coffee Shop Payment"
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assert transaction["status"] == "booked"
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assert transaction["account_id"] == "test-account-123"
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def test_get_all_transactions_full_details(
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self, api_client, mock_config, mock_auth_token
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):
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"""Test retrieval of full transaction details from database."""
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mock_transactions = [
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{
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"internalTransactionId": "txn-001",
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"institutionId": "REVOLUT_REVOLT21",
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"iban": "LT313250081177977789",
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"transactionDate": datetime(2025, 9, 1, 9, 30),
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"description": "Coffee Shop Payment",
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"transactionValue": -10.50,
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"transactionCurrency": "EUR",
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"transactionStatus": "booked",
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"accountId": "test-account-123",
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"rawTransaction": {"some": "raw_data"},
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}
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]
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with (
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patch("leggend.config.config", mock_config),
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patch(
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"leggend.api.routes.transactions.database_service.get_transactions_from_db",
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return_value=mock_transactions,
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),
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patch(
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"leggend.api.routes.transactions.database_service.get_transaction_count_from_db",
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return_value=1,
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),
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):
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response = api_client.get("/api/v1/transactions?summary_only=false")
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assert response.status_code == 200
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data = response.json()
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assert data["success"] is True
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assert len(data["data"]) == 1
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transaction = data["data"][0]
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assert transaction["internal_transaction_id"] == "txn-001"
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assert transaction["institution_id"] == "REVOLUT_REVOLT21"
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assert transaction["iban"] == "LT313250081177977789"
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assert "raw_transaction" in transaction
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def test_get_transactions_with_filters(
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self, api_client, mock_config, mock_auth_token
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):
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"""Test getting transactions with various filters."""
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mock_transactions = [
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{
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"internalTransactionId": "txn-001",
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"institutionId": "REVOLUT_REVOLT21",
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"iban": "LT313250081177977789",
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"transactionDate": datetime(2025, 9, 1, 9, 30),
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"description": "Coffee Shop Payment",
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"transactionValue": -10.50,
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"transactionCurrency": "EUR",
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"transactionStatus": "booked",
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"accountId": "test-account-123",
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"rawTransaction": {"some": "data"},
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}
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]
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with (
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patch("leggend.config.config", mock_config),
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patch(
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"leggend.api.routes.transactions.database_service.get_transactions_from_db",
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return_value=mock_transactions,
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) as mock_get_transactions,
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patch(
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"leggend.api.routes.transactions.database_service.get_transaction_count_from_db",
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return_value=1,
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),
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):
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response = api_client.get(
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"/api/v1/transactions?"
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"account_id=test-account-123&"
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"date_from=2025-09-01&"
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"date_to=2025-09-02&"
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"min_amount=-50.0&"
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"max_amount=0.0&"
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"search=Coffee&"
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"limit=10&"
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"offset=5"
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)
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assert response.status_code == 200
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data = response.json()
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assert data["success"] is True
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# Verify the database service was called with correct filters
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mock_get_transactions.assert_called_once_with(
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account_id="test-account-123",
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limit=10,
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offset=5,
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date_from="2025-09-01",
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date_to="2025-09-02",
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min_amount=-50.0,
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max_amount=0.0,
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search="Coffee",
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)
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def test_get_transactions_empty_result(
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self, api_client, mock_config, mock_auth_token
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):
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"""Test getting transactions when database returns empty result."""
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with (
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patch("leggend.config.config", mock_config),
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patch(
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"leggend.api.routes.transactions.database_service.get_transactions_from_db",
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return_value=[],
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),
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patch(
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"leggend.api.routes.transactions.database_service.get_transaction_count_from_db",
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return_value=0,
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),
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):
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response = api_client.get("/api/v1/transactions")
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assert response.status_code == 200
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data = response.json()
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assert data["success"] is True
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assert len(data["data"]) == 0
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assert "0 transactions" in data["message"]
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def test_get_transactions_database_error(
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self, api_client, mock_config, mock_auth_token
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):
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"""Test handling database error when getting transactions."""
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with (
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patch("leggend.config.config", mock_config),
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patch(
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"leggend.api.routes.transactions.database_service.get_transactions_from_db",
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side_effect=Exception("Database connection failed"),
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),
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):
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response = api_client.get("/api/v1/transactions")
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assert response.status_code == 500
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assert "Failed to get transactions" in response.json()["detail"]
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def test_get_transaction_stats_success(
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self, api_client, mock_config, mock_auth_token
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):
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"""Test successful retrieval of transaction statistics from database."""
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mock_transactions = [
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{
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"internalTransactionId": "txn-001",
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"transactionDate": datetime(2025, 9, 1, 9, 30),
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"transactionValue": -10.50,
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"transactionStatus": "booked",
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"accountId": "test-account-123",
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},
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{
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"internalTransactionId": "txn-002",
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"transactionDate": datetime(2025, 9, 2, 14, 15),
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"transactionValue": 100.00,
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"transactionStatus": "pending",
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"accountId": "test-account-123",
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},
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{
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"internalTransactionId": "txn-003",
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"transactionDate": datetime(2025, 9, 3, 16, 45),
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"transactionValue": -25.30,
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"transactionStatus": "booked",
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"accountId": "other-account-456",
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},
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]
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with (
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patch("leggend.config.config", mock_config),
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patch(
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"leggend.api.routes.transactions.database_service.get_transactions_from_db",
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return_value=mock_transactions,
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),
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):
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response = api_client.get("/api/v1/transactions/stats?days=30")
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assert response.status_code == 200
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data = response.json()
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assert data["success"] is True
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stats = data["data"]
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assert stats["period_days"] == 30
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assert stats["total_transactions"] == 3
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assert stats["booked_transactions"] == 2
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assert stats["pending_transactions"] == 1
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assert stats["total_income"] == 100.00
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assert stats["total_expenses"] == 35.80 # abs(-10.50) + abs(-25.30)
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assert stats["net_change"] == 64.20 # 100.00 - 35.80
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assert stats["accounts_included"] == 2 # Two unique account IDs
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# Average transaction: ((-10.50) + 100.00 + (-25.30)) / 3 = 64.20 / 3 = 21.4
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expected_avg = round(64.20 / 3, 2)
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assert stats["average_transaction"] == expected_avg
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def test_get_transaction_stats_with_account_filter(
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self, api_client, mock_config, mock_auth_token
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):
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"""Test getting transaction stats filtered by account."""
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mock_transactions = [
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{
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"internalTransactionId": "txn-001",
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"transactionDate": datetime(2025, 9, 1, 9, 30),
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"transactionValue": -10.50,
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"transactionStatus": "booked",
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"accountId": "test-account-123",
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}
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]
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with (
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patch("leggend.config.config", mock_config),
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patch(
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"leggend.api.routes.transactions.database_service.get_transactions_from_db",
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return_value=mock_transactions,
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) as mock_get_transactions,
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):
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response = api_client.get(
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"/api/v1/transactions/stats?account_id=test-account-123"
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)
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assert response.status_code == 200
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# Verify the database service was called with account filter
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mock_get_transactions.assert_called_once()
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call_kwargs = mock_get_transactions.call_args.kwargs
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assert call_kwargs["account_id"] == "test-account-123"
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def test_get_transaction_stats_empty_result(
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self, api_client, mock_config, mock_auth_token
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):
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"""Test getting stats when no transactions match criteria."""
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with (
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patch("leggend.config.config", mock_config),
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patch(
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"leggend.api.routes.transactions.database_service.get_transactions_from_db",
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return_value=[],
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),
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):
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response = api_client.get("/api/v1/transactions/stats")
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assert response.status_code == 200
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data = response.json()
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assert data["success"] is True
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stats = data["data"]
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assert stats["total_transactions"] == 0
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assert stats["total_income"] == 0.0
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assert stats["total_expenses"] == 0.0
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assert stats["net_change"] == 0.0
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assert stats["average_transaction"] == 0 # Division by zero handled
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assert stats["accounts_included"] == 0
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def test_get_transaction_stats_database_error(
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self, api_client, mock_config, mock_auth_token
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):
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"""Test handling database error when getting stats."""
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with (
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patch("leggend.config.config", mock_config),
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patch(
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"leggend.api.routes.transactions.database_service.get_transactions_from_db",
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side_effect=Exception("Database connection failed"),
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),
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):
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response = api_client.get("/api/v1/transactions/stats")
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assert response.status_code == 500
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assert "Failed to get transaction stats" in response.json()["detail"]
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def test_get_transaction_stats_custom_period(
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self, api_client, mock_config, mock_auth_token
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):
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"""Test getting transaction stats for custom time period."""
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mock_transactions = [
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{
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"internalTransactionId": "txn-001",
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"transactionDate": datetime(2025, 9, 1, 9, 30),
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"transactionValue": -10.50,
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"transactionStatus": "booked",
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"accountId": "test-account-123",
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}
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]
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with (
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patch("leggend.config.config", mock_config),
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patch(
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"leggend.api.routes.transactions.database_service.get_transactions_from_db",
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return_value=mock_transactions,
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) as mock_get_transactions,
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):
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response = api_client.get("/api/v1/transactions/stats?days=7")
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assert response.status_code == 200
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data = response.json()
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assert data["data"]["period_days"] == 7
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# Verify the date range was calculated correctly for 7 days
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mock_get_transactions.assert_called_once()
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call_kwargs = mock_get_transactions.call_args.kwargs
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assert "date_from" in call_kwargs
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assert "date_to" in call_kwargs
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