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refactor: Consolidate database layer and eliminate wrapper complexity.

Browse Source 
- Merge leggen/database/sqlite.py functionality directly into DatabaseService
- Extract transaction processing logic to separate TransactionProcessor class
- Remove leggen/utils/database.py and leggen/database/ directory entirely
- Update all tests to use new consolidated structure
- Reduce codebase by ~300 lines while maintaining full functionality
- Improve separation of concerns: data processing vs persistence vs CLI

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
Elisiário Couto
2025-09-14 20:56:17 +01:00
committed by Elisiário Couto
parent d09cf6d04c
commit 5ae3a51d81
7 changed files with 589 additions and 1266 deletions
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658
leggen/database/sqlite.py
View File

@@ -1,658 +0,0 @@
import json
import sqlite3
from sqlite3 import IntegrityError
import click
from leggen.utils.text import success, warning
from leggen.utils.paths import path_manager
def persist_balances(ctx: click.Context, balance: dict):
# Connect to SQLite database
db_path = path_manager.get_database_path()
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
# Create the accounts table if it doesn't exist
cursor.execute(
"""CREATE TABLE IF NOT EXISTS accounts (
id TEXT PRIMARY KEY,
institution_id TEXT,
status TEXT,
iban TEXT,
name TEXT,
currency TEXT,
created DATETIME,
last_accessed DATETIME,
last_updated DATETIME
)"""
)
# Create indexes for accounts table
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_accounts_institution_id
ON accounts(institution_id)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_accounts_status
ON accounts(status)"""
)
# Create the balances table if it doesn't exist
cursor.execute(
"""CREATE TABLE IF NOT EXISTS balances (
id INTEGER PRIMARY KEY AUTOINCREMENT,
account_id TEXT,
bank TEXT,
status TEXT,
iban TEXT,
amount REAL,
currency TEXT,
type TEXT,
timestamp DATETIME
)"""
)
# Create indexes for better performance
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_balances_account_id
ON balances(account_id)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_balances_timestamp
ON balances(timestamp)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_balances_account_type_timestamp
ON balances(account_id, type, timestamp)"""
)
# Insert balance into SQLite database
try:
cursor.execute(
"""INSERT INTO balances (
account_id,
bank,
status,
iban,
amount,
currency,
type,
timestamp
) VALUES (?, ?, ?, ?, ?, ?, ?, ?)""",
(
balance["account_id"],
balance["bank"],
balance["status"],
balance["iban"],
balance["amount"],
balance["currency"],
balance["type"],
balance["timestamp"],
),
)
except IntegrityError:
warning(f"[{balance['account_id']}] Skipped duplicate balance")
# Commit changes and close the connection
conn.commit()
conn.close()
success(f"[{balance['account_id']}] Inserted balance of type {balance['type']}")
return balance
def persist_transactions(ctx: click.Context, account: str, transactions: list) -> list:
# Connect to SQLite database
db_path = path_manager.get_database_path()
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
# Create the transactions table if it doesn't exist
cursor.execute(
"""CREATE TABLE IF NOT EXISTS transactions (
accountId TEXT NOT NULL,
transactionId TEXT NOT NULL,
internalTransactionId TEXT,
institutionId TEXT,
iban TEXT,
transactionDate DATETIME,
description TEXT,
transactionValue REAL,
transactionCurrency TEXT,
transactionStatus TEXT,
rawTransaction JSON,
PRIMARY KEY (accountId, transactionId)
)"""
)
# Create indexes for better performance
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_transactions_internal_id
ON transactions(internalTransactionId)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_transactions_date
ON transactions(transactionDate)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_transactions_account_date
ON transactions(accountId, transactionDate)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_transactions_amount
ON transactions(transactionValue)"""
)
# Insert transactions into SQLite database
duplicates_count = 0
# Prepare an SQL statement for inserting data
insert_sql = """INSERT OR REPLACE INTO transactions (
accountId,
transactionId,
internalTransactionId,
institutionId,
iban,
transactionDate,
description,
transactionValue,
transactionCurrency,
transactionStatus,
rawTransaction
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)"""
new_transactions = []
for transaction in transactions:
try:
cursor.execute(
insert_sql,
(
transaction["accountId"],
transaction["transactionId"],
transaction.get("internalTransactionId"),
transaction["institutionId"],
transaction["iban"],
transaction["transactionDate"],
transaction["description"],
transaction["transactionValue"],
transaction["transactionCurrency"],
transaction["transactionStatus"],
json.dumps(transaction["rawTransaction"]),
),
)
new_transactions.append(transaction)
except IntegrityError:
# A transaction with the same ID already exists, indicating a duplicate
duplicates_count += 1
# Commit changes and close the connection
conn.commit()
conn.close()
success(f"[{account}] Inserted {len(new_transactions)} new transactions")
if duplicates_count:
warning(f"[{account}] Skipped {duplicates_count} duplicate transactions")
return new_transactions
def get_transactions(
account_id=None,
limit=100,
offset=0,
date_from=None,
date_to=None,
min_amount=None,
max_amount=None,
search=None,
):
"""Get transactions from SQLite database with optional filtering"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row # Enable dict-like access
cursor = conn.cursor()
# Build query with filters
query = "SELECT * FROM transactions WHERE 1=1"
params = []
if account_id:
query += " AND accountId = ?"
params.append(account_id)
if date_from:
query += " AND transactionDate >= ?"
params.append(date_from)
if date_to:
query += " AND transactionDate <= ?"
params.append(date_to)
if min_amount is not None:
query += " AND transactionValue >= ?"
params.append(min_amount)
if max_amount is not None:
query += " AND transactionValue <= ?"
params.append(max_amount)
if search:
query += " AND description LIKE ?"
params.append(f"%{search}%")
# Add ordering and pagination
query += " ORDER BY transactionDate DESC"
if limit:
query += " LIMIT ?"
params.append(limit)
if offset:
query += " OFFSET ?"
params.append(offset)
try:
cursor.execute(query, params)
rows = cursor.fetchall()
# Convert to list of dicts and parse JSON fields
transactions = []
for row in rows:
transaction = dict(row)
if transaction["rawTransaction"]:
transaction["rawTransaction"] = json.loads(
transaction["rawTransaction"]
)
transactions.append(transaction)
conn.close()
return transactions
except Exception as e:
conn.close()
raise e
def get_balances(account_id=None):
"""Get latest balances from SQLite database"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
# Get latest balance for each account_id and type combination
query = """
SELECT * FROM balances b1
WHERE b1.timestamp = (
SELECT MAX(b2.timestamp)
FROM balances b2
WHERE b2.account_id = b1.account_id AND b2.type = b1.type
)
"""
params = []
if account_id:
query += " AND b1.account_id = ?"
params.append(account_id)
query += " ORDER BY b1.account_id, b1.type"
try:
cursor.execute(query, params)
rows = cursor.fetchall()
balances = [dict(row) for row in rows]
conn.close()
return balances
except Exception as e:
conn.close()
raise e
def get_account_summary(account_id):
"""Get basic account info from transactions table (avoids GoCardless API call)"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return None
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
try:
# Get account info from most recent transaction
cursor.execute(
"""
SELECT DISTINCT accountId, institutionId, iban
FROM transactions
WHERE accountId = ?
ORDER BY transactionDate DESC
LIMIT 1
""",
(account_id,),
)
row = cursor.fetchone()
conn.close()
if row:
return dict(row)
return None
except Exception as e:
conn.close()
raise e
def get_transaction_count(account_id=None, **filters):
"""Get total count of transactions matching filters"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return 0
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
query = "SELECT COUNT(*) FROM transactions WHERE 1=1"
params = []
if account_id:
query += " AND accountId = ?"
params.append(account_id)
# Add same filters as get_transactions
if filters.get("date_from"):
query += " AND transactionDate >= ?"
params.append(filters["date_from"])
if filters.get("date_to"):
query += " AND transactionDate <= ?"
params.append(filters["date_to"])
if filters.get("min_amount") is not None:
query += " AND transactionValue >= ?"
params.append(filters["min_amount"])
if filters.get("max_amount") is not None:
query += " AND transactionValue <= ?"
params.append(filters["max_amount"])
if filters.get("search"):
query += " AND description LIKE ?"
params.append(f"%{filters['search']}%")
try:
cursor.execute(query, params)
count = cursor.fetchone()[0]
conn.close()
return count
except Exception as e:
conn.close()
raise e
def persist_account(account_data: dict):
"""Persist account details to SQLite database"""
db_path = path_manager.get_database_path()
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
# Create the accounts table if it doesn't exist
cursor.execute(
"""CREATE TABLE IF NOT EXISTS accounts (
id TEXT PRIMARY KEY,
institution_id TEXT,
status TEXT,
iban TEXT,
name TEXT,
currency TEXT,
created DATETIME,
last_accessed DATETIME,
last_updated DATETIME
)"""
)
# Create indexes for accounts table
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_accounts_institution_id
ON accounts(institution_id)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_accounts_status
ON accounts(status)"""
)
try:
# Insert or replace account data
cursor.execute(
"""INSERT OR REPLACE INTO accounts (
id,
institution_id,
status,
iban,
name,
currency,
created,
last_accessed,
last_updated
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)""",
(
account_data["id"],
account_data["institution_id"],
account_data["status"],
account_data.get("iban"),
account_data.get("name"),
account_data.get("currency"),
account_data["created"],
account_data.get("last_accessed"),
account_data.get("last_updated", account_data["created"]),
),
)
conn.commit()
conn.close()
success(f"[{account_data['id']}] Account details persisted to database")
return account_data
except Exception as e:
conn.close()
raise e
def get_accounts(account_ids=None):
"""Get account details from SQLite database"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
query = "SELECT * FROM accounts"
params = []
if account_ids:
placeholders = ",".join("?" * len(account_ids))
query += f" WHERE id IN ({placeholders})"
params.extend(account_ids)
query += " ORDER BY created DESC"
try:
cursor.execute(query, params)
rows = cursor.fetchall()
accounts = [dict(row) for row in rows]
conn.close()
return accounts
except Exception as e:
conn.close()
raise e
def get_account(account_id: str):
"""Get specific account details from SQLite database"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return None
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
try:
cursor.execute("SELECT * FROM accounts WHERE id = ?", (account_id,))
row = cursor.fetchone()
conn.close()
if row:
return dict(row)
return None
except Exception as e:
conn.close()
raise e
def get_historical_balances(account_id=None, days=365):
"""Get historical balance progression based on transaction history"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
try:
# Get current balance for each account/type to use as the final balance
current_balances_query = """
SELECT account_id, type, amount, currency
FROM balances b1
WHERE b1.timestamp = (
SELECT MAX(b2.timestamp)
FROM balances b2
WHERE b2.account_id = b1.account_id AND b2.type = b1.type
)
"""
params = []
if account_id:
current_balances_query += " AND b1.account_id = ?"
params.append(account_id)
cursor.execute(current_balances_query, params)
current_balances = {
(row["account_id"], row["type"]): {
"amount": row["amount"],
"currency": row["currency"],
}
for row in cursor.fetchall()
}
# Get transactions for the specified period, ordered by date descending
from datetime import datetime, timedelta
cutoff_date = (datetime.now() - timedelta(days=days)).isoformat()
transactions_query = """
SELECT accountId, transactionDate, transactionValue
FROM transactions
WHERE transactionDate >= ?
"""
if account_id:
transactions_query += " AND accountId = ?"
params = [cutoff_date, account_id]
else:
params = [cutoff_date]
transactions_query += " ORDER BY transactionDate DESC"
cursor.execute(transactions_query, params)
transactions = cursor.fetchall()
# Calculate historical balances by working backwards from current balance
historical_balances = []
account_running_balances: dict[str, dict[str, float]] = {}
# Initialize running balances with current balances
for (acc_id, balance_type), balance_info in current_balances.items():
if acc_id not in account_running_balances:
account_running_balances[acc_id] = {}
account_running_balances[acc_id][balance_type] = balance_info["amount"]
# Group transactions by date
from collections import defaultdict
transactions_by_date = defaultdict(list)
for txn in transactions:
date_str = txn["transactionDate"][:10] # Extract just the date part
transactions_by_date[date_str].append(txn)
# Generate historical balance points
# Start from today and work backwards
current_date = datetime.now().date()
for day_offset in range(0, days, 7): # Sample every 7 days for performance
target_date = current_date - timedelta(days=day_offset)
target_date_str = target_date.isoformat()
# For each account, create balance entries
for acc_id in account_running_balances:
for balance_type in [
"closingBooked"
]: # Focus on closingBooked for the chart
if balance_type in account_running_balances[acc_id]:
balance_amount = account_running_balances[acc_id][balance_type]
currency = current_balances.get((acc_id, balance_type), {}).get(
"currency", "EUR"
)
historical_balances.append(
{
"id": f"{acc_id}_{balance_type}_{target_date_str}",
"account_id": acc_id,
"balance_amount": balance_amount,
"balance_type": balance_type,
"currency": currency,
"reference_date": target_date_str,
"created_at": None,
"updated_at": None,
}
)
# Subtract transactions that occurred on this date and later dates
# to simulate going back in time
for date_str in list(transactions_by_date.keys()):
if date_str >= target_date_str:
for txn in transactions_by_date[date_str]:
acc_id = txn["accountId"]
amount = txn["transactionValue"]
if acc_id in account_running_balances:
for balance_type in account_running_balances[acc_id]:
account_running_balances[acc_id][balance_type] -= amount
# Remove processed transactions to avoid double-processing
del transactions_by_date[date_str]
conn.close()
# Sort by date for proper chronological order
historical_balances.sort(key=lambda x: x["reference_date"])
return historical_balances
except Exception as e:
conn.close()
raise e

549
leggen/services/database_service.py
View File

@@ -1,18 +1,21 @@
from datetime import datetime
from datetime import datetime, timedelta
from typing import List, Dict, Any, Optional
import sqlite3
import json
from collections import defaultdict
from loguru import logger
from leggen.utils.config import config
import leggen.database.sqlite as sqlite_db
from leggen.utils.paths import path_manager
from leggen.services.transaction_processor import TransactionProcessor
class DatabaseService:
def __init__(self):
self.db_config = config.database_config
self.sqlite_enabled = self.db_config.get("sqlite", True)
self.transaction_processor = TransactionProcessor()
async def persist_balance(
self, account_id: str, balance_data: Dict[str, Any]
@@ -41,79 +44,9 @@ class DatabaseService:
transaction_data: Dict[str, Any],
) -> List[Dict[str, Any]]:
"""Process raw transaction data into standardized format"""
transactions = []
# Process booked transactions
for transaction in transaction_data.get("transactions", {}).get("booked", []):
processed = self._process_single_transaction(
account_id, account_info, transaction, "booked"
return self.transaction_processor.process_transactions(
account_id, account_info, transaction_data
)
transactions.append(processed)
# Process pending transactions
for transaction in transaction_data.get("transactions", {}).get("pending", []):
processed = self._process_single_transaction(
account_id, account_info, transaction, "pending"
)
transactions.append(processed)
return transactions
def _process_single_transaction(
self,
account_id: str,
account_info: Dict[str, Any],
transaction: Dict[str, Any],
status: str,
) -> Dict[str, Any]:
"""Process a single transaction into standardized format"""
# Extract dates
booked_date = transaction.get("bookingDateTime") or transaction.get(
"bookingDate"
)
value_date = transaction.get("valueDateTime") or transaction.get("valueDate")
if booked_date and value_date:
min_date = min(
datetime.fromisoformat(booked_date), datetime.fromisoformat(value_date)
)
else:
date_str = booked_date or value_date
if not date_str:
raise ValueError("No valid date found in transaction")
min_date = datetime.fromisoformat(date_str)
# Extract amount and currency
transaction_amount = transaction.get("transactionAmount", {})
amount = float(transaction_amount.get("amount", 0))
currency = transaction_amount.get("currency", "")
# Extract description
description = transaction.get(
"remittanceInformationUnstructured",
",".join(transaction.get("remittanceInformationUnstructuredArray", [])),
)
# Extract transaction IDs - transactionId is now primary, internalTransactionId is reference
transaction_id = transaction.get("transactionId")
internal_transaction_id = transaction.get("internalTransactionId")
if not transaction_id:
raise ValueError("Transaction missing required transactionId field")
return {
"accountId": account_id,
"transactionId": transaction_id,
"internalTransactionId": internal_transaction_id,
"institutionId": account_info["institution_id"],
"iban": account_info.get("iban", "N/A"),
"transactionDate": min_date,
"description": description,
"transactionValue": amount,
"transactionCurrency": currency,
"transactionStatus": status,
"rawTransaction": transaction,
}
async def get_transactions_from_db(
self,
@@ -132,7 +65,7 @@ class DatabaseService:
return []
try:
transactions = sqlite_db.get_transactions(
transactions = self._get_transactions(
account_id=account_id,
limit=limit, # Pass limit as-is, None means no limit
offset=offset or 0,
@@ -172,7 +105,7 @@ class DatabaseService:
# Remove None values
filters = {k: v for k, v in filters.items() if v is not None}
count = sqlite_db.get_transaction_count(account_id=account_id, **filters)
count = self._get_transaction_count(account_id=account_id, **filters)
logger.debug(f"Total transaction count: {count}")
return count
except Exception as e:
@@ -188,7 +121,7 @@ class DatabaseService:
return []
try:
balances = sqlite_db.get_balances(account_id=account_id)
balances = self._get_balances(account_id=account_id)
logger.debug(f"Retrieved {len(balances)} balances from database")
return balances
except Exception as e:
@@ -204,9 +137,7 @@ class DatabaseService:
return []
try:
balances = sqlite_db.get_historical_balances(
account_id=account_id, days=days
)
balances = self._get_historical_balances(account_id=account_id, days=days)
logger.debug(
f"Retrieved {len(balances)} historical balance points from database"
)
@@ -223,7 +154,7 @@ class DatabaseService:
return None
try:
summary = sqlite_db.get_account_summary(account_id)
summary = self._get_account_summary(account_id)
if summary:
logger.debug(
f"Retrieved account summary from database for {account_id}"
@@ -250,7 +181,7 @@ class DatabaseService:
return []
try:
accounts = sqlite_db.get_accounts(account_ids=account_ids)
accounts = self._get_accounts(account_ids=account_ids)
logger.debug(f"Retrieved {len(accounts)} accounts from database")
return accounts
except Exception as e:
@@ -266,7 +197,7 @@ class DatabaseService:
return None
try:
account = sqlite_db.get_account(account_id)
account = self._get_account(account_id)
if account:
logger.debug(
f"Retrieved account details from database for {account_id}"
@@ -893,7 +824,7 @@ class DatabaseService:
"""Persist account details to SQLite"""
try:
# Use the sqlite_db module function
sqlite_db.persist_account(account_data)
self._persist_account(account_data)
logger.info(
f"Persisted account details to SQLite for account {account_data['id']}"
@@ -901,3 +832,453 @@ class DatabaseService:
except Exception as e:
logger.error(f"Failed to persist account details to SQLite: {e}")
raise
def _get_transactions(
self,
account_id=None,
limit=100,
offset=0,
date_from=None,
date_to=None,
min_amount=None,
max_amount=None,
search=None,
):
"""Get transactions from SQLite database with optional filtering"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row # Enable dict-like access
cursor = conn.cursor()
# Build query with filters
query = "SELECT * FROM transactions WHERE 1=1"
params = []
if account_id:
query += " AND accountId = ?"
params.append(account_id)
if date_from:
query += " AND transactionDate >= ?"
params.append(date_from)
if date_to:
query += " AND transactionDate <= ?"
params.append(date_to)
if min_amount is not None:
query += " AND transactionValue >= ?"
params.append(min_amount)
if max_amount is not None:
query += " AND transactionValue <= ?"
params.append(max_amount)
if search:
query += " AND description LIKE ?"
params.append(f"%{search}%")
# Add ordering and pagination
query += " ORDER BY transactionDate DESC"
if limit:
query += " LIMIT ?"
params.append(limit)
if offset:
query += " OFFSET ?"
params.append(offset)
try:
cursor.execute(query, params)
rows = cursor.fetchall()
# Convert to list of dicts and parse JSON fields
transactions = []
for row in rows:
transaction = dict(row)
if transaction["rawTransaction"]:
transaction["rawTransaction"] = json.loads(
transaction["rawTransaction"]
)
transactions.append(transaction)
conn.close()
return transactions
except Exception as e:
conn.close()
raise e
def _get_balances(self, account_id=None):
"""Get latest balances from SQLite database"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
# Get latest balance for each account_id and type combination
query = """
SELECT * FROM balances b1
WHERE b1.timestamp = (
SELECT MAX(b2.timestamp)
FROM balances b2
WHERE b2.account_id = b1.account_id AND b2.type = b1.type
)
"""
params = []
if account_id:
query += " AND b1.account_id = ?"
params.append(account_id)
query += " ORDER BY b1.account_id, b1.type"
try:
cursor.execute(query, params)
rows = cursor.fetchall()
balances = [dict(row) for row in rows]
conn.close()
return balances
except Exception as e:
conn.close()
raise e
def _get_account_summary(self, account_id):
"""Get basic account info from transactions table (avoids GoCardless API call)"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return None
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
try:
# Get account info from most recent transaction
cursor.execute(
"""
SELECT DISTINCT accountId, institutionId, iban
FROM transactions
WHERE accountId = ?
ORDER BY transactionDate DESC
LIMIT 1
""",
(account_id,),
)
row = cursor.fetchone()
conn.close()
if row:
return dict(row)
return None
except Exception as e:
conn.close()
raise e
def _get_transaction_count(self, account_id=None, **filters):
"""Get total count of transactions matching filters"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return 0
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
query = "SELECT COUNT(*) FROM transactions WHERE 1=1"
params = []
if account_id:
query += " AND accountId = ?"
params.append(account_id)
# Add same filters as get_transactions
if filters.get("date_from"):
query += " AND transactionDate >= ?"
params.append(filters["date_from"])
if filters.get("date_to"):
query += " AND transactionDate <= ?"
params.append(filters["date_to"])
if filters.get("min_amount") is not None:
query += " AND transactionValue >= ?"
params.append(filters["min_amount"])
if filters.get("max_amount") is not None:
query += " AND transactionValue <= ?"
params.append(filters["max_amount"])
if filters.get("search"):
query += " AND description LIKE ?"
params.append(f"%{filters['search']}%")
try:
cursor.execute(query, params)
count = cursor.fetchone()[0]
conn.close()
return count
except Exception as e:
conn.close()
raise e
def _persist_account(self, account_data: dict):
"""Persist account details to SQLite database"""
db_path = path_manager.get_database_path()
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
# Create the accounts table if it doesn't exist
cursor.execute(
"""CREATE TABLE IF NOT EXISTS accounts (
id TEXT PRIMARY KEY,
institution_id TEXT,
status TEXT,
iban TEXT,
name TEXT,
currency TEXT,
created DATETIME,
last_accessed DATETIME,
last_updated DATETIME
)"""
)
# Create indexes for accounts table
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_accounts_institution_id
ON accounts(institution_id)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_accounts_status
ON accounts(status)"""
)
try:
# Insert or replace account data
cursor.execute(
"""INSERT OR REPLACE INTO accounts (
id,
institution_id,
status,
iban,
name,
currency,
created,
last_accessed,
last_updated
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)""",
(
account_data["id"],
account_data["institution_id"],
account_data["status"],
account_data.get("iban"),
account_data.get("name"),
account_data.get("currency"),
account_data["created"],
account_data.get("last_accessed"),
account_data.get("last_updated", account_data["created"]),
),
)
conn.commit()
conn.close()
return account_data
except Exception as e:
conn.close()
raise e
def _get_accounts(self, account_ids=None):
"""Get account details from SQLite database"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
query = "SELECT * FROM accounts"
params = []
if account_ids:
placeholders = ",".join("?" * len(account_ids))
query += f" WHERE id IN ({placeholders})"
params.extend(account_ids)
query += " ORDER BY created DESC"
try:
cursor.execute(query, params)
rows = cursor.fetchall()
accounts = [dict(row) for row in rows]
conn.close()
return accounts
except Exception as e:
conn.close()
raise e
def _get_account(self, account_id: str):
"""Get specific account details from SQLite database"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return None
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
try:
cursor.execute("SELECT * FROM accounts WHERE id = ?", (account_id,))
row = cursor.fetchone()
conn.close()
if row:
return dict(row)
return None
except Exception as e:
conn.close()
raise e
def _get_historical_balances(self, account_id=None, days=365):
"""Get historical balance progression based on transaction history"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
cursor = conn.cursor()
try:
# Get current balance for each account/type to use as the final balance
current_balances_query = """
SELECT account_id, type, amount, currency
FROM balances b1
WHERE b1.timestamp = (
SELECT MAX(b2.timestamp)
FROM balances b2
WHERE b2.account_id = b1.account_id AND b2.type = b1.type
)
"""
params = []
if account_id:
current_balances_query += " AND b1.account_id = ?"
params.append(account_id)
cursor.execute(current_balances_query, params)
current_balances = {
(row["account_id"], row["type"]): {
"amount": row["amount"],
"currency": row["currency"],
}
for row in cursor.fetchall()
}
# Get transactions for the specified period, ordered by date descending
cutoff_date = (datetime.now() - timedelta(days=days)).isoformat()
transactions_query = """
SELECT accountId, transactionDate, transactionValue
FROM transactions
WHERE transactionDate >= ?
"""
if account_id:
transactions_query += " AND accountId = ?"
params = [cutoff_date, account_id]
else:
params = [cutoff_date]
transactions_query += " ORDER BY transactionDate DESC"
cursor.execute(transactions_query, params)
transactions = cursor.fetchall()
# Calculate historical balances by working backwards from current balance
historical_balances = []
account_running_balances: dict[str, dict[str, float]] = {}
# Initialize running balances with current balances
for (acc_id, balance_type), balance_info in current_balances.items():
if acc_id not in account_running_balances:
account_running_balances[acc_id] = {}
account_running_balances[acc_id][balance_type] = balance_info["amount"]
# Group transactions by date
transactions_by_date = defaultdict(list)
for txn in transactions:
date_str = txn["transactionDate"][:10] # Extract just the date part
transactions_by_date[date_str].append(txn)
# Generate historical balance points
# Start from today and work backwards
current_date = datetime.now().date()
for day_offset in range(0, days, 7): # Sample every 7 days for performance
target_date = current_date - timedelta(days=day_offset)
target_date_str = target_date.isoformat()
# For each account, create balance entries
for acc_id in account_running_balances:
for balance_type in [
"closingBooked"
]: # Focus on closingBooked for the chart
if balance_type in account_running_balances[acc_id]:
balance_amount = account_running_balances[acc_id][
balance_type
]
currency = current_balances.get(
(acc_id, balance_type), {}
).get("currency", "EUR")
historical_balances.append(
{
"id": f"{acc_id}_{balance_type}_{target_date_str}",
"account_id": acc_id,
"balance_amount": balance_amount,
"balance_type": balance_type,
"currency": currency,
"reference_date": target_date_str,
"created_at": None,
"updated_at": None,
}
)
# Subtract transactions that occurred on this date and later dates
# to simulate going back in time
for date_str in list(transactions_by_date.keys()):
if date_str >= target_date_str:
for txn in transactions_by_date[date_str]:
acc_id = txn["accountId"]
amount = txn["transactionValue"]
if acc_id in account_running_balances:
for balance_type in account_running_balances[acc_id]:
account_running_balances[acc_id][balance_type] -= (
amount
)
# Remove processed transactions to avoid double-processing
del transactions_by_date[date_str]
conn.close()
# Sort by date for proper chronological order
historical_balances.sort(key=lambda x: x["reference_date"])
return historical_balances
except Exception as e:
conn.close()
raise e

87
leggen/services/transaction_processor.py Normal file
View File

@@ -0,0 +1,87 @@
from datetime import datetime
from typing import List, Dict, Any
class TransactionProcessor:
"""Handles processing and transformation of raw transaction data"""
def process_transactions(
self,
account_id: str,
account_info: Dict[str, Any],
transaction_data: Dict[str, Any],
) -> List[Dict[str, Any]]:
"""Process raw transaction data into standardized format"""
transactions = []
# Process booked transactions
for transaction in transaction_data.get("transactions", {}).get("booked", []):
processed = self._process_single_transaction(
account_id, account_info, transaction, "booked"
)
transactions.append(processed)
# Process pending transactions
for transaction in transaction_data.get("transactions", {}).get("pending", []):
processed = self._process_single_transaction(
account_id, account_info, transaction, "pending"
)
transactions.append(processed)
return transactions
def _process_single_transaction(
self,
account_id: str,
account_info: Dict[str, Any],
transaction: Dict[str, Any],
status: str,
) -> Dict[str, Any]:
"""Process a single transaction into standardized format"""
# Extract dates
booked_date = transaction.get("bookingDateTime") or transaction.get(
"bookingDate"
)
value_date = transaction.get("valueDateTime") or transaction.get("valueDate")
if booked_date and value_date:
min_date = min(
datetime.fromisoformat(booked_date), datetime.fromisoformat(value_date)
)
else:
date_str = booked_date or value_date
if not date_str:
raise ValueError("No valid date found in transaction")
min_date = datetime.fromisoformat(date_str)
# Extract amount and currency
transaction_amount = transaction.get("transactionAmount", {})
amount = float(transaction_amount.get("amount", 0))
currency = transaction_amount.get("currency", "")
# Extract description
description = transaction.get(
"remittanceInformationUnstructured",
",".join(transaction.get("remittanceInformationUnstructuredArray", [])),
)
# Extract transaction IDs - transactionId is now primary, internalTransactionId is reference
transaction_id = transaction.get("transactionId")
internal_transaction_id = transaction.get("internalTransactionId")
if not transaction_id:
raise ValueError("Transaction missing required transactionId field")
return {
"accountId": account_id,
"transactionId": transaction_id,
"internalTransactionId": internal_transaction_id,
"institutionId": account_info["institution_id"],
"iban": account_info.get("iban", "N/A"),
"transactionDate": min_date,
"description": description,
"transactionValue": amount,
"transactionCurrency": currency,
"transactionStatus": status,
"rawTransaction": transaction,
}

132
leggen/utils/database.py
View File

@@ -1,132 +0,0 @@
from datetime import datetime
import click
import leggen.database.sqlite as sqlite_engine
from leggen.utils.text import info, warning
def persist_balance(ctx: click.Context, account: str, balance: dict) -> None:
sqlite = ctx.obj.get("database", {}).get("sqlite", True)
if not sqlite:
warning("SQLite database is disabled, skipping balance saving")
return
info(f"[{account}] Fetched balances, saving to SQLite")
sqlite_engine.persist_balances(ctx, balance)
def persist_transactions(ctx: click.Context, account: str, transactions: list) -> list:
sqlite = ctx.obj.get("database", {}).get("sqlite", True)
if not sqlite:
warning("SQLite database is disabled, skipping transaction saving")
# WARNING: This will return the transactions list as is, without saving it to any database
# Possible duplicate notifications will be sent if the filters are enabled
return transactions
info(f"[{account}] Fetched {len(transactions)} transactions, saving to SQLite")
return sqlite_engine.persist_transactions(ctx, account, transactions)
def save_transactions(ctx: click.Context, account: str) -> list:
import requests
api_url = ctx.obj.get("api_url", "http://localhost:8000")
info(f"[{account}] Getting account details")
res = requests.get(f"{api_url}/accounts/{account}")
res.raise_for_status()
account_info = res.json()
info(f"[{account}] Getting transactions")
transactions = []
res = requests.get(f"{api_url}/accounts/{account}/transactions/")
res.raise_for_status()
account_transactions = res.json().get("transactions", [])
for transaction in account_transactions.get("booked", []):
booked_date = transaction.get("bookingDateTime") or transaction.get(
"bookingDate"
)
value_date = transaction.get("valueDateTime") or transaction.get("valueDate")
if booked_date and value_date:
min_date = min(
datetime.fromisoformat(booked_date), datetime.fromisoformat(value_date)
)
else:
min_date = datetime.fromisoformat(booked_date or value_date)
transactionValue = float(
transaction.get("transactionAmount", {}).get("amount", 0)
)
currency = transaction.get("transactionAmount", {}).get("currency", "")
description = transaction.get(
"remittanceInformationUnstructured",
",".join(transaction.get("remittanceInformationUnstructuredArray", [])),
)
# Extract transaction ID, using transactionId as fallback when internalTransactionId is missing
transaction_id = transaction.get("internalTransactionId") or transaction.get(
"transactionId"
)
t = {
"internalTransactionId": transaction_id,
"institutionId": account_info["institution_id"],
"iban": account_info.get("iban", "N/A"),
"transactionDate": min_date,
"description": description,
"transactionValue": transactionValue,
"transactionCurrency": currency,
"transactionStatus": "booked",
"accountId": account,
"rawTransaction": transaction,
}
transactions.append(t)
for transaction in account_transactions.get("pending", []):
booked_date = transaction.get("bookingDateTime") or transaction.get(
"bookingDate"
)
value_date = transaction.get("valueDateTime") or transaction.get("valueDate")
if booked_date and value_date:
min_date = min(
datetime.fromisoformat(booked_date), datetime.fromisoformat(value_date)
)
else:
min_date = datetime.fromisoformat(booked_date or value_date)
transactionValue = float(
transaction.get("transactionAmount", {}).get("amount", 0)
)
currency = transaction.get("transactionAmount", {}).get("currency", "")
description = transaction.get(
"remittanceInformationUnstructured",
",".join(transaction.get("remittanceInformationUnstructuredArray", [])),
)
# Extract transaction ID, using transactionId as fallback when internalTransactionId is missing
transaction_id = transaction.get("internalTransactionId") or transaction.get(
"transactionId"
)
t = {
"internalTransactionId": transaction_id,
"institutionId": account_info["institution_id"],
"iban": account_info.get("iban", "N/A"),
"transactionDate": min_date,
"description": description,
"transactionValue": transactionValue,
"transactionCurrency": currency,
"transactionStatus": "pending",
"accountId": account,
"rawTransaction": transaction,
}
transactions.append(t)
return persist_transactions(ctx, account, transactions)

39
tests/unit/test_configurable_paths.py
View File

@@ -7,11 +7,7 @@ from pathlib import Path
from unittest.mock import patch
from leggen.utils.paths import path_manager
from leggen.database.sqlite import persist_balances, get_balances
class MockContext:
"""Mock context for testing."""
from leggen.services.database_service import DatabaseService
@pytest.mark.unit
@@ -109,24 +105,31 @@ class TestConfigurablePaths:
# Set custom database path
path_manager.set_database_path(test_db_path)
# Test database operations
ctx = MockContext()
balance = {
"account_id": "test-account",
"bank": "TEST_BANK",
"status": "active",
# Test database operations using DatabaseService
database_service = DatabaseService()
balance_data = {
"balances": [
{
"balanceAmount": {"amount": "1000.0", "currency": "EUR"},
"balanceType": "available",
}
],
"institution_id": "TEST_BANK",
"account_status": "active",
"iban": "TEST_IBAN",
"amount": 1000.0,
"currency": "EUR",
"type": "available",
"timestamp": "2023-01-01T00:00:00",
}
# Persist balance
persist_balances(ctx, balance)
# Use the internal balance persistence method since the test needs direct database access
import asyncio
asyncio.run(
database_service._persist_balance_sqlite("test-account", balance_data)
)
# Retrieve balances
balances = get_balances()
balances = asyncio.run(
database_service.get_balances_from_db("test-account")
)
assert len(balances) == 1
assert balances[0]["account_id"] == "test-account"

26
tests/unit/test_database_service.py
View File

@@ -83,7 +83,9 @@ class TestDatabaseService:
self, database_service, sample_transactions_db_format
):
"""Test successful retrieval of transactions from database."""
with patch("leggen.database.sqlite.get_transactions") as mock_get_transactions:
with patch.object(
database_service, "_get_transactions"
) as mock_get_transactions:
mock_get_transactions.return_value = sample_transactions_db_format
result = await database_service.get_transactions_from_db(
@@ -107,7 +109,9 @@ class TestDatabaseService:
self, database_service, sample_transactions_db_format
):
"""Test retrieving transactions with filters."""
with patch("leggen.database.sqlite.get_transactions") as mock_get_transactions:
with patch.object(
database_service, "_get_transactions"
) as mock_get_transactions:
mock_get_transactions.return_value = sample_transactions_db_format
result = await database_service.get_transactions_from_db(
@@ -143,7 +147,9 @@ class TestDatabaseService:
async def test_get_transactions_from_db_error(self, database_service):
"""Test handling error when getting transactions."""
with patch("leggen.database.sqlite.get_transactions") as mock_get_transactions:
with patch.object(
database_service, "_get_transactions"
) as mock_get_transactions:
mock_get_transactions.side_effect = Exception("Database error")
result = await database_service.get_transactions_from_db()
@@ -152,7 +158,7 @@ class TestDatabaseService:
async def test_get_transaction_count_from_db_success(self, database_service):
"""Test successful retrieval of transaction count."""
with patch("leggen.database.sqlite.get_transaction_count") as mock_get_count:
with patch.object(database_service, "_get_transaction_count") as mock_get_count:
mock_get_count.return_value = 42
result = await database_service.get_transaction_count_from_db(
@@ -164,7 +170,7 @@ class TestDatabaseService:
async def test_get_transaction_count_from_db_with_filters(self, database_service):
"""Test getting transaction count with filters."""
with patch("leggen.database.sqlite.get_transaction_count") as mock_get_count:
with patch.object(database_service, "_get_transaction_count") as mock_get_count:
mock_get_count.return_value = 15
result = await database_service.get_transaction_count_from_db(
@@ -194,7 +200,7 @@ class TestDatabaseService:
async def test_get_transaction_count_from_db_error(self, database_service):
"""Test handling error when getting count."""
with patch("leggen.database.sqlite.get_transaction_count") as mock_get_count:
with patch.object(database_service, "_get_transaction_count") as mock_get_count:
mock_get_count.side_effect = Exception("Database error")
result = await database_service.get_transaction_count_from_db()
@@ -205,7 +211,7 @@ class TestDatabaseService:
self, database_service, sample_balances_db_format
):
"""Test successful retrieval of balances from database."""
with patch("leggen.database.sqlite.get_balances") as mock_get_balances:
with patch.object(database_service, "_get_balances") as mock_get_balances:
mock_get_balances.return_value = sample_balances_db_format
result = await database_service.get_balances_from_db(
@@ -227,7 +233,7 @@ class TestDatabaseService:
async def test_get_balances_from_db_error(self, database_service):
"""Test handling error when getting balances."""
with patch("leggen.database.sqlite.get_balances") as mock_get_balances:
with patch.object(database_service, "_get_balances") as mock_get_balances:
mock_get_balances.side_effect = Exception("Database error")
result = await database_service.get_balances_from_db()
@@ -242,7 +248,7 @@ class TestDatabaseService:
"iban": "LT313250081177977789",
}
with patch("leggen.database.sqlite.get_account_summary") as mock_get_summary:
with patch.object(database_service, "_get_account_summary") as mock_get_summary:
mock_get_summary.return_value = mock_summary
result = await database_service.get_account_summary_from_db(
@@ -262,7 +268,7 @@ class TestDatabaseService:
async def test_get_account_summary_from_db_error(self, database_service):
"""Test handling error when getting summary."""
with patch("leggen.database.sqlite.get_account_summary") as mock_get_summary:
with patch.object(database_service, "_get_account_summary") as mock_get_summary:
mock_get_summary.side_effect = Exception("Database error")
result = await database_service.get_account_summary_from_db(

364
tests/unit/test_sqlite_database.py
View File

@@ -1,364 +0,0 @@
"""Tests for SQLite database functions."""
import pytest
import tempfile
from pathlib import Path
from unittest.mock import patch
from datetime import datetime
import leggen.database.sqlite as sqlite_db
@pytest.fixture
def temp_db_path():
"""Create a temporary database file for testing."""
import uuid
with tempfile.TemporaryDirectory() as tmpdir:
db_path = Path(tmpdir) / f"test_{uuid.uuid4().hex}.db"
yield db_path
@pytest.fixture
def mock_home_db_path(temp_db_path):
"""Mock the database path to use temp file."""
from leggen.utils.paths import path_manager
# Set the path manager to use the temporary database
original_database_path = path_manager._database_path
path_manager.set_database_path(temp_db_path)
try:
yield temp_db_path
finally:
# Restore original path
path_manager._database_path = original_database_path
@pytest.fixture
def sample_transactions():
"""Sample transaction data for testing."""
return [
{
"transactionId": "bank-txn-001", # NEW: stable bank-provided ID
"internalTransactionId": "txn-001",
"institutionId": "REVOLUT_REVOLT21",
"iban": "LT313250081177977789",
"transactionDate": datetime(2025, 9, 1, 9, 30),
"description": "Coffee Shop Payment",
"transactionValue": -10.50,
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"transactionId": "bank-txn-001", "some": "data"},
},
{
"transactionId": "bank-txn-002", # NEW: stable bank-provided ID
"internalTransactionId": "txn-002",
"institutionId": "REVOLUT_REVOLT21",
"iban": "LT313250081177977789",
"transactionDate": datetime(2025, 9, 2, 14, 15),
"description": "Grocery Store",
"transactionValue": -45.30,
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"transactionId": "bank-txn-002", "other": "data"},
},
]
@pytest.fixture
def sample_balance():
"""Sample balance data for testing."""
return {
"account_id": "test-account-123",
"bank": "REVOLUT_REVOLT21",
"status": "active",
"iban": "LT313250081177977789",
"amount": 1000.00,
"currency": "EUR",
"type": "interimAvailable",
"timestamp": datetime.now(),
}
class MockContext:
"""Mock context for testing."""
class TestSQLiteDatabase:
"""Test SQLite database operations."""
def test_persist_transactions(self, mock_home_db_path, sample_transactions):
"""Test persisting transactions to database."""
ctx = MockContext()
# Persist transactions
new_transactions = sqlite_db.persist_transactions(
ctx, "test-account-123", sample_transactions
)
# Should return all transactions as new
assert len(new_transactions) == 2
assert new_transactions[0]["internalTransactionId"] == "txn-001"
def test_persist_transactions_duplicates(
self, mock_home_db_path, sample_transactions
):
"""Test handling duplicate transactions."""
ctx = MockContext()
# Insert transactions twice
new_transactions_1 = sqlite_db.persist_transactions(
ctx, "test-account-123", sample_transactions
)
new_transactions_2 = sqlite_db.persist_transactions(
ctx, "test-account-123", sample_transactions
)
# First time should return all as new
assert len(new_transactions_1) == 2
# Second time should also return all (INSERT OR REPLACE behavior with composite key)
assert len(new_transactions_2) == 2
def test_get_transactions_all(self, mock_home_db_path, sample_transactions):
"""Test retrieving all transactions."""
ctx = MockContext()
# Insert test data
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
# Get all transactions
transactions = sqlite_db.get_transactions()
assert len(transactions) == 2
assert (
transactions[0]["internalTransactionId"] == "txn-002"
) # Ordered by date DESC
assert transactions[1]["internalTransactionId"] == "txn-001"
def test_get_transactions_filtered_by_account(
self, mock_home_db_path, sample_transactions
):
"""Test filtering transactions by account ID."""
ctx = MockContext()
# Add transaction for different account
other_account_transaction = sample_transactions[0].copy()
other_account_transaction["internalTransactionId"] = "txn-003"
other_account_transaction["accountId"] = "other-account"
all_transactions = sample_transactions + [other_account_transaction]
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
sqlite_db.persist_transactions(ctx, "test-account-123", all_transactions)
# Filter by account
transactions = sqlite_db.get_transactions(account_id="test-account-123")
assert len(transactions) == 2
for txn in transactions:
assert txn["accountId"] == "test-account-123"
def test_get_transactions_with_pagination(
self, mock_home_db_path, sample_transactions
):
"""Test transaction pagination."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
# Get first page
transactions_page1 = sqlite_db.get_transactions(limit=1, offset=0)
assert len(transactions_page1) == 1
# Get second page
transactions_page2 = sqlite_db.get_transactions(limit=1, offset=1)
assert len(transactions_page2) == 1
# Should be different transactions
assert (
transactions_page1[0]["internalTransactionId"]
!= transactions_page2[0]["internalTransactionId"]
)
def test_get_transactions_with_amount_filter(
self, mock_home_db_path, sample_transactions
):
"""Test filtering transactions by amount."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
# Filter by minimum amount (should exclude coffee shop payment)
transactions = sqlite_db.get_transactions(min_amount=-20.0)
assert len(transactions) == 1
assert transactions[0]["transactionValue"] == -10.50
def test_get_transactions_with_search(self, mock_home_db_path, sample_transactions):
"""Test searching transactions by description."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
# Search for "Coffee"
transactions = sqlite_db.get_transactions(search="Coffee")
assert len(transactions) == 1
assert "Coffee" in transactions[0]["description"]
def test_get_transactions_empty_database(self, mock_home_db_path):
"""Test getting transactions from empty database."""
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
transactions = sqlite_db.get_transactions()
assert transactions == []
def test_get_transactions_nonexistent_database(self):
"""Test getting transactions when database doesn't exist."""
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = Path("/nonexistent")
transactions = sqlite_db.get_transactions()
assert transactions == []
def test_persist_balances(self, mock_home_db_path, sample_balance):
"""Test persisting balance data."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
result = sqlite_db.persist_balances(ctx, sample_balance)
# Should return the balance data
assert result["account_id"] == "test-account-123"
def test_get_balances(self, mock_home_db_path, sample_balance):
"""Test retrieving balances."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
# Insert test balance
sqlite_db.persist_balances(ctx, sample_balance)
# Get balances
balances = sqlite_db.get_balances()
assert len(balances) == 1
assert balances[0]["account_id"] == "test-account-123"
assert balances[0]["amount"] == 1000.00
def test_get_balances_filtered_by_account(self, mock_home_db_path, sample_balance):
"""Test filtering balances by account ID."""
ctx = MockContext()
# Create balance for different account
other_balance = sample_balance.copy()
other_balance["account_id"] = "other-account"
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
sqlite_db.persist_balances(ctx, sample_balance)
sqlite_db.persist_balances(ctx, other_balance)
# Filter by account
balances = sqlite_db.get_balances(account_id="test-account-123")
assert len(balances) == 1
assert balances[0]["account_id"] == "test-account-123"
def test_get_account_summary(self, mock_home_db_path, sample_transactions):
"""Test getting account summary from transactions."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
summary = sqlite_db.get_account_summary("test-account-123")
assert summary is not None
assert summary["accountId"] == "test-account-123"
assert summary["institutionId"] == "REVOLUT_REVOLT21"
assert summary["iban"] == "LT313250081177977789"
def test_get_account_summary_nonexistent(self, mock_home_db_path):
"""Test getting summary for nonexistent account."""
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
summary = sqlite_db.get_account_summary("nonexistent")
assert summary is None
def test_get_transaction_count(self, mock_home_db_path, sample_transactions):
"""Test getting transaction count."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
# Get total count
count = sqlite_db.get_transaction_count()
assert count == 2
# Get count for specific account
count_filtered = sqlite_db.get_transaction_count(
account_id="test-account-123"
)
assert count_filtered == 2
# Get count for nonexistent account
count_none = sqlite_db.get_transaction_count(account_id="nonexistent")
assert count_none == 0
def test_get_transaction_count_with_filters(
self, mock_home_db_path, sample_transactions
):
"""Test getting transaction count with filters."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
# Filter by search
count = sqlite_db.get_transaction_count(search="Coffee")
assert count == 1
# Filter by amount
count = sqlite_db.get_transaction_count(min_amount=-20.0)
assert count == 1
def test_database_indexes_created(self, mock_home_db_path, sample_transactions):
"""Test that database indexes are created properly."""
ctx = MockContext()
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
# Persist transactions to create tables and indexes
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
# Get transactions to ensure we can query the table (indexes working)
transactions = sqlite_db.get_transactions(account_id="test-account-123")
assert len(transactions) == 2