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27 Commits

Author SHA1 Message Date
Elisiário Couto
52898b2aa7 feat: make API URL configurable and improve code quality
- Add configurable API URL support via environment variables
- Update nginx configuration with environment variable substitution
- Create nginx template for dynamic proxy configuration
- Update Docker configuration for environment variable handling
- Fix hardcoded localhost:8000 references in error messages
- Add proper TypeScript types for health check API
- Format all code with Prettier for consistency
- Update documentation with configuration instructions
- Improve error messages to be environment-agnostic
- Fix duplicate imports and type safety issues

BREAKING: API URL is now configurable via VITE_API_URL (dev) and API_BACKEND_URL (prod)
2025-09-09 19:32:00 +01:00
Elisiário Couto
893b070ac5 feat: add notifications view and update branding
- Add complete notifications management view with:
  - Service status display (Discord, Telegram)
  - Test notification functionality
  - Service management (delete/disable)
  - Filter settings display (case sensitive/insensitive)
- Update API types to match current backend structure
- Fix NotificationFilters type (remove deprecated fields)
- Update page title from 'Vite + React + TS' to 'Leggen'
- Replace Vite favicon with custom Leggen favicon
- Add notifications tab to main navigation
- Ensure full API compatibility with current backend
2025-09-09 19:32:00 +01:00
Elisiário Couto
4e63940aeb refactor: remove unused amount_threshold and keywords from notification filters
- Remove amount_threshold and keywords fields from NotificationFilters model
- Remove handling of these fields from API routes (GET/PUT)
- Update test to remove amount_threshold reference
- Simplify notification filtering to focus on case-sensitive/insensitive keywords only

These fields were not being used in the actual filtering logic and were just
adding unnecessary complexity to the configuration.
2025-09-09 19:32:00 +01:00
Elisiário Couto
6f90a02696 feat: improve notification filters configuration format
- Change filters config from nested dict to simple arrays
- Update NotificationFilters model to use List[str] instead of Dict[str, str]
- Modify notification service to handle list-based filters
- Update API routes and tests for new format
- Update README with new configuration example

Before: [filters.case-insensitive] salary = 'salary'
After: [filters] case-insensitive = ['salary', 'utility']
2025-09-09 19:32:00 +01:00
Elisiário Couto
b5a2e793cf Cleanup agent documentation. 2025-09-09 19:32:00 +01:00
Elisiário Couto
67b7f73d40 Fix notification channels returning null by connecting API to real implementations
- Update notification service to handle both old (api-key/chat-id) and new (token/chat_id) config formats
- Connect API service to actual Discord/Telegram notification implementations from CLI codebase
- Fix API routes to properly detect configured services using correct config keys
- Telegram notifications now work correctly, Discord properly shows as not configured
2025-09-09 19:32:00 +01:00
Elisiário Couto
e24060bc4b fix: use account status for balance records instead of hardcoded 'active'
- Modified sync service to pass account status to balance persistence
- Updated database service to use account_status from balance data
- Fixed 8 balance records that had incorrect 'active' status
- All balance records now have consistent 'READY' status matching accounts
- Future balance records will inherit correct status from account data
2025-09-09 19:32:00 +01:00
Elisiário Couto
3bb957a470 fix: merge account details into balance data to prevent unknown/N/A values
- Modified sync service to include institution_id and iban in balance persistence
- Fixed data flow issue where balance records were missing account metadata
- Prevents future balance records from having 'unknown' bank or 'N/A' IBAN
- Successfully fixed 8 existing records with one-off script
2025-09-09 19:32:00 +01:00
Elisiário Couto
bb3f5712e9 feat: add automatic balance timestamp migration mechanism
- Add migration system to convert Unix timestamps to datetime strings
- Integrate migration into FastAPI lifespan for automatic startup execution
- Update balance persistence to use consistent ISO datetime format
- Fix mixed timestamp types causing API parsing issues
- Add comprehensive error handling and progress logging
- Successfully migrated 7522 balance records to consistent format
2025-09-09 19:32:00 +01:00
Elisiário Couto
d435e7beb6 Fix frontend health check to properly detect API unavailability
- Add isError to useQuery destructuring to handle network errors
- Improve health check query function to throw on HTTP errors
- Update status display logic to show 'Disconnected' when API is unreachable
- Ensure proper error handling for both network failures and HTTP status errors
2025-09-09 19:32:00 +01:00
Elisiário Couto
ef6e8ea846 feat: implement dynamic API connection status
- Move health endpoint from /health to /api/v1/health
- Update frontend Dashboard to show real connection status
- Add health check query that refreshes every 30 seconds
- Display connected/disconnected status with appropriate icons
- Show loading state while checking connection
2025-09-09 19:32:00 +01:00
Elisiário Couto
fc65e08c36 fix: resolve 404 balances endpoint and currency formatting errors
- Add missing /api/v1/balances endpoint to backend
- Update frontend Account type to match backend AccountDetails model
- Add currency validation with EUR fallback in formatCurrency function
- Update AccountsOverview, TransactionsList, and Dashboard components
- Fix balance calculations to use balances array structure
- All pre-commit checks pass
2025-09-09 19:32:00 +01:00
Elisiário Couto
500d05438d Add hide_missing_ids filter to transaction queries
- Add hide_missing_ids parameter to database functions to filter out transactions without internalTransactionId
- Update API routes to support the new filter parameter
- Update unit tests to include the new parameter
- Add opencode.json configuration file
2025-09-09 19:32:00 +01:00
Elisiário Couto
8cfad8a853 Create temporary database for testing instead of using configured database
- Add temp_db_path fixture to create temporary database file for tests
- Add mock_db_path fixture to mock Path.home() for database path resolution
- Update all account API tests to use temporary database
- Ensure test database is properly cleaned up after tests
- Prevent test data from polluting the actual configured database
- All 94 tests still pass with temporary database setup
2025-09-09 19:32:00 +01:00
Elisiário Couto
4293d45ce4 Remove GoCardless fallback from /accounts endpoints
- Remove GoCardless API calls from /api/v1/accounts and /api/v1/accounts/{account_id}
- Accounts endpoints now rely exclusively on database data
- Return 404 for accounts not found in database
- Update tests to mock database service instead of GoCardless API
- Remove unused GoCardless imports from transactions routes
- Preserve GoCardless usage in sync process and /banks endpoints
- Fix code formatting and remove unused imports
2025-09-09 19:32:00 +01:00
Elisiário Couto
3ed79f9508 Fix api in lib folder. 2025-09-09 19:32:00 +01:00
Elisiário Couto
beb44f8563 Claude experiments 2025-09-09 19:32:00 +01:00
Elisiário Couto
1bc259bd3e fix(cli): Show transactions without internal ID when using --full. 2025-09-03 23:40:54 +01:00
Elisiário Couto
fad426aee8 fix: Make internal transcation ID optional. 2025-09-03 23:21:11 +01:00
Elisiário Couto
7f59e634a1 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>
2025-09-03 23:21:11 +01:00
Elisiário Couto
011c792e89 feat: Add mypy to pre-commit. 2025-09-03 23:21:11 +01:00
Elisiário Couto
4e4c80be48 chore: Implement code review suggestions and format code. 2025-09-03 23:21:11 +01:00
Elisiário Couto
4c10307e12 refactor: Remove MongoDB support, simplify to SQLite-only architecture
- Remove pymongo dependency from pyproject.toml and update lock file
- Delete leggen/database/mongo.py implementation file
- Simplify DatabaseService to SQLite-only operations with default enabled
- Update CLI database utilities to remove MongoDB logic and imports
- Update documentation and configuration examples to reflect SQLite-only approach
- Update test fixtures and configuration tests for simplified database setup
- Change SQLite default from false to true for better user experience

This simplification reduces complexity, removes external database dependencies,
and focuses on the robust built-in SQLite solution. All 46 tests passing.

Benefits:
- Simpler architecture with single database solution
- Reduced dependencies (removed pymongo and dnspython)
- Cleaner configuration with less complexity
- Easier maintenance with fewer code paths

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-03 23:21:11 +01:00
Elisiário Couto
de67ce9ec0 feat: Add comprehensive test suite with 46 passing tests
- Add pytest configuration in pyproject.toml with markers and async support
- Create shared test fixtures in tests/conftest.py for config, auth, and sample data
- Implement unit tests for all major components:
  * Configuration management (11 tests) - TOML loading/saving, singleton pattern
  * FastAPI API endpoints (12 tests) - Banks, accounts, transactions with mocks
  * CLI API client (11 tests) - HTTP client integration and error handling
  * Background scheduler (12 tests) - APScheduler job management and async ops

- Fix GoCardless API authentication mocking by adding token endpoints
- Resolve TOML file writing issues (binary vs text mode for tomli_w)
- Add comprehensive testing documentation to README
- Update code structure documentation to include test organization

Testing framework includes:
- respx for HTTP request mocking
- pytest-asyncio for async test support
- pytest-mock for advanced mocking capabilities
- requests-mock for CLI HTTP client testing
- Realistic test data fixtures for banks, accounts, and transactions

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-03 23:21:11 +01:00
Elisiário Couto
d99b1c73db docs: Update README for new web architecture
Major README overhaul to reflect the transformation to web-ready architecture:

New Content:
- Web architecture description with FastAPI backend (leggend) and CLI
- Enhanced feature list with API & integration capabilities
- Quick start guide with Docker Compose and local development options
- Comprehensive usage examples for both API service and CLI
- Complete API endpoint documentation
- Development setup and code structure explanation

Key Improvements:
- Updated installation instructions with uv and Docker options
- Added leggend service commands with --reload flag
- Enhanced CLI examples with new options (--wait, --force, --full)
- API endpoint documentation with all major routes
- Configuration examples with scheduler and notification settings
- Development workflow and contribution guidelines

The README now accurately represents the current v0.6.11 capabilities
and provides clear guidance for both users and developers.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-03 23:21:11 +01:00
Elisiário Couto
69e381fffe fix: Implement proper GoCardless authentication and add dev features
Authentication Fixes:
- Implement proper async GoCardless token management in leggend service
- Add automatic token refresh and creation for expired/missing tokens
- Unify auth.json storage path between CLI and API (~/.config/leggen/)
- Fix 401 Unauthorized errors when accessing GoCardless API

Development Enhancements:
- Add --reload flag to leggend for automatic file watching and restart
- Add --host and --port options for flexible service binding
- Include both leggend/ and leggen/ directories in reload watching
- Improve development workflow with hot reloading

Configuration Consistency:
- Standardize config path to ~/.config/leggen/config.toml for both CLI and API
- Ensure auth.json is stored in same location as main config
- Add httpx dependency for async HTTP requests in leggend service

Verified working: leggen status command successfully authenticates
and retrieves bank/account data via leggend API service.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-03 23:21:11 +01:00
Elisiário Couto
f6ebb98de3 feat: Transform to web architecture with FastAPI backend
This major update transforms leggen from CLI-only to a web-ready
architecture while maintaining full CLI compatibility.

New Features:
- FastAPI backend service (leggend) with comprehensive REST API
- Background job scheduler with configurable cron (replaces Ofelia)
- All CLI commands refactored to use API endpoints
- Docker configuration updated for new services
- API client with health checks and error handling

API Endpoints:
- /api/v1/banks/* - Bank connections and institutions
- /api/v1/accounts/* - Account management and balances
- /api/v1/transactions/* - Transaction retrieval with filtering
- /api/v1/sync/* - Manual sync and scheduler configuration
- /api/v1/notifications/* - Notification settings management

CLI Enhancements:
- New --api-url option and LEGGEND_API_URL environment variable
- Enhanced sync command with --wait and --force options
- Improved transactions command with --full and --limit options
- Automatic fallback and health checking

Breaking Changes:
- compose.yml structure updated (leggend service added)
- Ofelia scheduler removed (internal scheduler used instead)

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-03 23:21:11 +01:00
57 changed files with 623 additions and 5809 deletions

View File

@@ -1,55 +0,0 @@
name: CI
on:
push:
branches: [ "main", "dev" ]
pull_request:
branches: [ "main", "dev" ]
jobs:
test-python:
name: Test Python
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@v4
- name: Install uv
uses: astral-sh/setup-uv@v5
- name: Set up Python
uses: actions/setup-python@v5
with:
python-version-file: "pyproject.toml"
- name: Create config directory for tests
run: |
mkdir -p ~/.config/leggen
cp config.example.toml ~/.config/leggen/config.toml
- name: Run Python tests
run: uv run pytest
test-frontend:
name: Test Frontend
runs-on: ubuntu-latest
defaults:
run:
working-directory: ./frontend
steps:
- uses: actions/checkout@v4
- name: Setup Node.js
uses: actions/setup-node@v4
with:
node-version: '20'
cache: 'npm'
cache-dependency-path: frontend/package-lock.json
- name: Install dependencies
run: npm install
- name: Run lint
run: npm run lint
- name: Run build
run: npm run build

View File

@@ -45,122 +45,87 @@ jobs:
push-docker-backend:
runs-on: ubuntu-latest
steps:
- name: Checkout
uses: actions/checkout@v4
- name: Set up QEMU
uses: docker/setup-qemu-action@v3
- name: Set up Docker Buildx
uses: docker/setup-buildx-action@v3
- name: Login to Docker Hub
uses: docker/login-action@v3
with:
username: elisiariocouto
password: ${{ secrets.DOCKERHUB_TOKEN }}
- name: Login to GitHub Container Registry
uses: docker/login-action@v3
with:
registry: ghcr.io
username: ${{ github.repository_owner }}
password: ${{ secrets.GITHUB_TOKEN }}
- name: Docker meta backend
id: meta-backend
uses: docker/metadata-action@v5
with:
flavor: |
latest=false
# list of Docker images to use as base name for tags
images: |
elisiariocouto/leggen
ghcr.io/elisiariocouto/leggen
# generate Docker tags based on the following events/attributes
tags: |
type=ref,event=tag
type=semver,pattern={{version}}
type=semver,pattern={{major}}.{{minor}}
type=raw,value=latest
- name: Build and push backend
uses: docker/build-push-action@v5
with:
context: .
file: ./Dockerfile
platforms: linux/amd64,linux/arm64
push: true
tags: ${{ steps.meta-backend.outputs.tags }}
labels: ${{ steps.meta-backend.outputs.labels }}
- name: Checkout
uses: actions/checkout@v4
- name: Set up QEMU
uses: docker/setup-qemu-action@v3
- name: Set up Docker Buildx
uses: docker/setup-buildx-action@v3
- name: Login to Docker Hub
uses: docker/login-action@v3
with:
username: elisiariocouto
password: ${{ secrets.DOCKERHUB_TOKEN }}
- name: Login to GitHub Container Registry
uses: docker/login-action@v3
with:
registry: ghcr.io
username: ${{ github.repository_owner }}
password: ${{ secrets.GITHUB_TOKEN }}
- name: Docker meta backend
id: meta-backend
uses: docker/metadata-action@v5
with:
# list of Docker images to use as base name for tags
images: |
elisiariocouto/leggen
ghcr.io/elisiariocouto/leggen
# generate Docker tags based on the following events/attributes
tags: |
type=ref,event=tag
type=semver,pattern={{version}}
type=semver,pattern={{major}}.{{minor}}
type=raw,value=latest
- name: Build and push backend
uses: docker/build-push-action@v5
with:
context: .
file: ./Dockerfile
platforms: linux/amd64,linux/arm64
push: true
tags: ${{ steps.meta-backend.outputs.tags }}
labels: ${{ steps.meta-backend.outputs.labels }}
push-docker-frontend:
runs-on: ubuntu-latest
steps:
- name: Checkout
uses: actions/checkout@v4
- name: Set up QEMU
uses: docker/setup-qemu-action@v3
- name: Set up Docker Buildx
uses: docker/setup-buildx-action@v3
- name: Login to Docker Hub
uses: docker/login-action@v3
with:
username: elisiariocouto
password: ${{ secrets.DOCKERHUB_TOKEN }}
- name: Login to GitHub Container Registry
uses: docker/login-action@v3
with:
registry: ghcr.io
username: ${{ github.repository_owner }}
password: ${{ secrets.GITHUB_TOKEN }}
- name: Docker meta frontend
id: meta-frontend
uses: docker/metadata-action@v5
with:
flavor: |
latest=false
# list of Docker images to use as base name for tags
images: |
elisiariocouto/leggen
ghcr.io/elisiariocouto/leggen
# generate Docker tags based on the following events/attributes
tags: |
type=ref,event=tag,suffix=-frontend
type=semver,pattern={{version}},suffix=-frontend
type=semver,pattern={{major}}.{{minor}},suffix=-frontend
type=raw,value=latest-frontend
- name: Build and push frontend
uses: docker/build-push-action@v5
with:
context: ./frontend
file: ./frontend/Dockerfile
platforms: linux/amd64,linux/arm64
push: true
tags: ${{ steps.meta-frontend.outputs.tags }}
labels: ${{ steps.meta-frontend.outputs.labels }}
create-github-release:
name: Create GitHub Release
runs-on: ubuntu-latest
needs: [build, publish-to-pypi, push-docker-backend, push-docker-frontend]
steps:
- name: Checkout
uses: actions/checkout@v4
with:
fetch-depth: 0
- name: Install git-cliff
run: |
wget -qO- https://github.com/orhun/git-cliff/releases/latest/download/git-cliff-2.10.0-x86_64-unknown-linux-gnu.tar.gz | tar xz
sudo mv git-cliff-*/git-cliff /usr/local/bin/
- name: Generate release notes
id: release_notes
run: |
echo "notes<<EOF" >> $GITHUB_OUTPUT
git-cliff --current >> $GITHUB_OUTPUT
echo "EOF" >> $GITHUB_OUTPUT
- name: Create Release
uses: softprops/action-gh-release@v2
with:
tag_name: ${{ github.ref_name }}
name: Release ${{ github.ref_name }}
body: ${{ steps.release_notes.outputs.notes }}
draft: false
prerelease: false
- name: Checkout
uses: actions/checkout@v4
- name: Set up QEMU
uses: docker/setup-qemu-action@v3
- name: Set up Docker Buildx
uses: docker/setup-buildx-action@v3
- name: Login to Docker Hub
uses: docker/login-action@v3
with:
username: elisiariocouto
password: ${{ secrets.DOCKERHUB_TOKEN }}
- name: Login to GitHub Container Registry
uses: docker/login-action@v3
with:
registry: ghcr.io
username: ${{ github.repository_owner }}
password: ${{ secrets.GITHUB_TOKEN }}
- name: Docker meta frontend
id: meta-frontend
uses: docker/metadata-action@v5
with:
# list of Docker images to use as base name for tags
images: |
elisiariocouto/leggen
ghcr.io/elisiariocouto/leggen
# generate Docker tags based on the following events/attributes
tags: |
type=ref,event=tag,suffix=-frontend
type=semver,pattern={{version}},suffix=-frontend
type=semver,pattern={{major}}.{{minor}},suffix=-frontend
type=raw,value=latest-frontend
- name: Build and push frontend
uses: docker/build-push-action@v5
with:
context: ./frontend
file: ./frontend/Dockerfile
platforms: linux/amd64,linux/arm64
push: true
tags: ${{ steps.meta-frontend.outputs.tags }}
labels: ${{ steps.meta-frontend.outputs.labels }}

View File

@@ -1,8 +1,8 @@
repos:
- repo: https://github.com/charliermarsh/ruff-pre-commit
rev: "v0.13.0"
rev: "v0.12.11"
hooks:
- id: ruff-check
- id: ruff
- id: ruff-format
- repo: https://github.com/pre-commit/pre-commit-hooks
rev: v6.0.0

View File

@@ -38,5 +38,4 @@
### General
- **Formatting**: ruff for Python, ESLint for TypeScript
- **Commits**: Use conventional commits, run pre-commit hooks before pushing
- Avoid including specific numbers, counts, or data-dependent information that may become outdated
- **Security**: Never log sensitive data, use environment variables for secrets

View File

@@ -1,363 +1,4 @@
## 2025.9.10 (2025/09/13)
### Miscellaneous Tasks
- **frontend:** Update dependencies. ([06cf02f4](https://github.com/elisiariocouto/leggen/commit/06cf02f43ff72e4e01692e3a94a06be48d9acb1f))
## 2025.9.10 (2025/09/13)
### Miscellaneous Tasks
- **frontend:** Update dependencies. ([06cf02f4](https://github.com/elisiariocouto/leggen/commit/06cf02f43ff72e4e01692e3a94a06be48d9acb1f))
## 2025.9.9 (2025/09/11)
### Bug Fixes
- **core:** Handle permission errors gracefully in database path creation. ([4006dd12](https://github.com/elisiariocouto/leggen/commit/4006dd128e0896b338cb93fad60a1eca90c1873d))
### Features
- **frontend:** Improve transactions table mobile UX with responsive card layout ([1e94333d](https://github.com/elisiariocouto/leggen/commit/1e94333d8f0275542ae7fd6e49fb8b7f03ad3d11))
- **frontend:** Improve transactions table mobile UX with responsive card layout ([1c901a9d](https://github.com/elisiariocouto/leggen/commit/1c901a9ddab0f6515dce56df8cce74518805a6bb))
- Remove config.toml file - should be created when needed ([a5d10b35](https://github.com/elisiariocouto/leggen/commit/a5d10b3539e7cfc649b0fee05b12c4a03681e135))
### Refactor
- **core:** Integrate directory creation with database path retrieval and remove backup file. ([7d9744a4](https://github.com/elisiariocouto/leggen/commit/7d9744a40e7898e5bbe52e2e9f54317aa5c1cdd6))
## 2025.9.9 (2025/09/11)
### Bug Fixes
- **core:** Handle permission errors gracefully in database path creation. ([4006dd12](https://github.com/elisiariocouto/leggen/commit/4006dd128e0896b338cb93fad60a1eca90c1873d))
### Features
- **frontend:** Improve transactions table mobile UX with responsive card layout ([1e94333d](https://github.com/elisiariocouto/leggen/commit/1e94333d8f0275542ae7fd6e49fb8b7f03ad3d11))
- **frontend:** Improve transactions table mobile UX with responsive card layout ([1c901a9d](https://github.com/elisiariocouto/leggen/commit/1c901a9ddab0f6515dce56df8cce74518805a6bb))
- Remove config.toml file - should be created when needed ([a5d10b35](https://github.com/elisiariocouto/leggen/commit/a5d10b3539e7cfc649b0fee05b12c4a03681e135))
### Refactor
- **core:** Integrate directory creation with database path retrieval and remove backup file. ([7d9744a4](https://github.com/elisiariocouto/leggen/commit/7d9744a40e7898e5bbe52e2e9f54317aa5c1cdd6))
## 2025.9.8 (2025/09/11)
### Bug Fixes
- Change branch name from develop to dev in CI workflow ([f4bf549b](https://github.com/elisiariocouto/leggen/commit/f4bf549b99197d70104abf5731ab1ccb67cc9a69))
### Features
- Update CI workflow to use Node.js 20 instead of 18 ([e4e04ea3](https://github.com/elisiariocouto/leggen/commit/e4e04ea34ea568c08292562243b6e6c08234d918))
## 2025.9.8 (2025/09/11)
### Bug Fixes
- Change branch name from develop to dev in CI workflow ([f4bf549b](https://github.com/elisiariocouto/leggen/commit/f4bf549b99197d70104abf5731ab1ccb67cc9a69))
### Features
- Update CI workflow to use Node.js 20 instead of 18 ([e4e04ea3](https://github.com/elisiariocouto/leggen/commit/e4e04ea34ea568c08292562243b6e6c08234d918))
## 2025.9.7 (2025/09/11)
### Bug Fixes
- Simplify notification settings and fix notification test on dashboard. ([91020e32](https://github.com/elisiariocouto/leggen/commit/91020e32ea836ee8af4aeaf5d49525c24b566aed))
### Features
- **frontend:** Implement TanStack Table for transactions view ([544527f2](https://github.com/elisiariocouto/leggen/commit/544527f28284fb9644bec6e721fa5da8ce10739f))
- Improve transactions API pagination and search ([2d6800ef](https://github.com/elisiariocouto/leggen/commit/2d6800eff8e484d3d175225f94d854706584a773))
## 2025.9.7 (2025/09/11)
### Bug Fixes
- Simplify notification settings and fix notification test on dashboard. ([91020e32](https://github.com/elisiariocouto/leggen/commit/91020e32ea836ee8af4aeaf5d49525c24b566aed))
### Features
- **frontend:** Implement TanStack Table for transactions view ([544527f2](https://github.com/elisiariocouto/leggen/commit/544527f28284fb9644bec6e721fa5da8ce10739f))
- Improve transactions API pagination and search ([2d6800ef](https://github.com/elisiariocouto/leggen/commit/2d6800eff8e484d3d175225f94d854706584a773))
## 2025.9.6 (2025/09/10)
### Features
- **db:** Migrate transactions table to composite primary key ([a00d6ce2](https://github.com/elisiariocouto/leggen/commit/a00d6ce2ce2c4a070e9fae56c0cea58b3aab6cec))
## 2025.9.6 (2025/09/10)
### Features
- **db:** Migrate transactions table to composite primary key ([a00d6ce2](https://github.com/elisiariocouto/leggen/commit/a00d6ce2ce2c4a070e9fae56c0cea58b3aab6cec))
## 2025.9.5 (2025/09/10)
### Bug Fixes
- Correct composite key migration check ([c0ee21d6](https://github.com/elisiariocouto/leggen/commit/c0ee21d6fa8d5d61c029bd9334a7674fce99f729))
## 2025.9.5 (2025/09/10)
### Bug Fixes
- Correct composite key migration check ([c0ee21d6](https://github.com/elisiariocouto/leggen/commit/c0ee21d6fa8d5d61c029bd9334a7674fce99f729))
## 2025.9.4 (2025/09/10)
### Bug Fixes
- **api:** Resolve duplicate transactions with composite key migration ([13e92ccd](https://github.com/elisiariocouto/leggen/commit/13e92ccd3497bacf3b8639f6332cd3f4b682bd0a))
### Features
- **api:** Add currency extraction and account name updates ([d9c50d12](https://github.com/elisiariocouto/leggen/commit/d9c50d129825529e0fb6477e5b62c0f990523bca))
- **frontend:** Adapt to composite key transaction structure ([61fafecb](https://github.com/elisiariocouto/leggen/commit/61fafecb780a877a69ecca27ea95a1494669b70d))
- **frontend:** Add account name editing functionality ([aa97f368](https://github.com/elisiariocouto/leggen/commit/aa97f36819f15f1afc34f45642abdc6e2ce6c883))
- **frontend:** Implement TanStack Router with mobile sidebar ([ca41b7af](https://github.com/elisiariocouto/leggen/commit/ca41b7af0a5e50e0350857a4ace7979b7b29eab2))
- **web:** Add modal to view raw transaction. ([433ba3fa](https://github.com/elisiariocouto/leggen/commit/433ba3faf9937613786e66e9ee13152f96d00c43))
## 2025.9.4 (2025/09/10)
### Bug Fixes
- **api:** Resolve duplicate transactions with composite key migration ([13e92ccd](https://github.com/elisiariocouto/leggen/commit/13e92ccd3497bacf3b8639f6332cd3f4b682bd0a))
### Features
- **api:** Add currency extraction and account name updates ([d9c50d12](https://github.com/elisiariocouto/leggen/commit/d9c50d129825529e0fb6477e5b62c0f990523bca))
- **frontend:** Adapt to composite key transaction structure ([61fafecb](https://github.com/elisiariocouto/leggen/commit/61fafecb780a877a69ecca27ea95a1494669b70d))
- **frontend:** Add account name editing functionality ([aa97f368](https://github.com/elisiariocouto/leggen/commit/aa97f36819f15f1afc34f45642abdc6e2ce6c883))
- **frontend:** Implement TanStack Router with mobile sidebar ([ca41b7af](https://github.com/elisiariocouto/leggen/commit/ca41b7af0a5e50e0350857a4ace7979b7b29eab2))
- **web:** Add modal to view raw transaction. ([433ba3fa](https://github.com/elisiariocouto/leggen/commit/433ba3faf9937613786e66e9ee13152f96d00c43))
## 2025.9.4 (2025/09/10)
### Bug Fixes
- **api:** Resolve duplicate transactions with composite key migration ([13e92ccd](https://github.com/elisiariocouto/leggen/commit/13e92ccd3497bacf3b8639f6332cd3f4b682bd0a))
### Features
- **api:** Add currency extraction and account name updates ([d9c50d12](https://github.com/elisiariocouto/leggen/commit/d9c50d129825529e0fb6477e5b62c0f990523bca))
- **frontend:** Adapt to composite key transaction structure ([61fafecb](https://github.com/elisiariocouto/leggen/commit/61fafecb780a877a69ecca27ea95a1494669b70d))
- **frontend:** Add account name editing functionality ([aa97f368](https://github.com/elisiariocouto/leggen/commit/aa97f36819f15f1afc34f45642abdc6e2ce6c883))
- **frontend:** Implement TanStack Router with mobile sidebar ([ca41b7af](https://github.com/elisiariocouto/leggen/commit/ca41b7af0a5e50e0350857a4ace7979b7b29eab2))
- **web:** Add modal to view raw transaction. ([433ba3fa](https://github.com/elisiariocouto/leggen/commit/433ba3faf9937613786e66e9ee13152f96d00c43))
## 2025.9.3 (2025/09/10)
### Miscellaneous Tasks
- **ci:** Fix GitHub Actions syntax. ([90e58734](https://github.com/elisiariocouto/leggen/commit/90e58734adb9638efd695719321874658529561d))
## 2025.9.3 (2025/09/10)
### Miscellaneous Tasks
- **ci:** Fix GitHub Actions syntax. ([90e58734](https://github.com/elisiariocouto/leggen/commit/90e58734adb9638efd695719321874658529561d))
## 2025.9.2 (2025/09/10)
### Bug Fixes
- **ci:** Prevent duplicate Docker tags in GitHub Actions ([53e08e8e](https://github.com/elisiariocouto/leggen/commit/53e08e8e4b909b4895b5a447cfbce515893d31a5))
### Features
- **docker:** Add Docker containerization for React frontend ([84fe79b3](https://github.com/elisiariocouto/leggen/commit/84fe79b37b4f154fa0758f8d037cdba0d166dd3b))
## 2025.9.2 (2025/09/10)
### Bug Fixes
- **ci:** Prevent duplicate Docker tags in GitHub Actions ([53e08e8e](https://github.com/elisiariocouto/leggen/commit/53e08e8e4b909b4895b5a447cfbce515893d31a5))
### Features
- **docker:** Add Docker containerization for React frontend ([84fe79b3](https://github.com/elisiariocouto/leggen/commit/84fe79b37b4f154fa0758f8d037cdba0d166dd3b))
## 2025.9.1 (2025/09/09)
### Bug Fixes
- Handle duplicate transactionId values in migration ([8fabaf7b](https://github.com/elisiariocouto/leggen/commit/8fabaf7b86fde921c61266568ecb0403d3102671))
### Miscellaneous Tasks
- Improve AGENTS.md. ([3270dc45](https://github.com/elisiariocouto/leggen/commit/3270dc4585e6b33d55aef0deecd849753d36fa74))
### Refactor
- Remove unused hide_missing_ids functionality ([8006e5e1](https://github.com/elisiariocouto/leggen/commit/8006e5e1f6373aae39d3c38068d694e142bc85a5))
## 2025.9.1 (2025/09/09)
### Bug Fixes
- Handle duplicate transactionId values in migration ([8fabaf7b](https://github.com/elisiariocouto/leggen/commit/8fabaf7b86fde921c61266568ecb0403d3102671))
### Miscellaneous Tasks
- Improve AGENTS.md. ([3270dc45](https://github.com/elisiariocouto/leggen/commit/3270dc4585e6b33d55aef0deecd849753d36fa74))
### Refactor
- Remove unused hide_missing_ids functionality ([8006e5e1](https://github.com/elisiariocouto/leggen/commit/8006e5e1f6373aae39d3c38068d694e142bc85a5))
## 2025.9.0 (2025/09/09)
### Bug Fixes
- **cli:** Show transactions without internal ID when using --full. ([46f3f5c4](https://github.com/elisiariocouto/leggen/commit/46f3f5c4984224c3f4b421e1a06dcf44d4f211e0))
- Do not install development dependencies. ([73d6bd32](https://github.com/elisiariocouto/leggen/commit/73d6bd32dbc59608ef1472dc65d9e18450f00896))
- Implement proper GoCardless authentication and add dev features ([f0fee4fd](https://github.com/elisiariocouto/leggen/commit/f0fee4fd82e1c788614d73fcd0075f5e16976650))
- Make internal transcation ID optional. ([6bce7eb6](https://github.com/elisiariocouto/leggen/commit/6bce7eb6be5f9a5286eb27e777fbf83a6b1c5f8d))
- Resolve 404 balances endpoint and currency formatting errors ([417b7753](https://github.com/elisiariocouto/leggen/commit/417b77539fc275493d55efb29f92abcea666b210))
- Merge account details into balance data to prevent unknown/N/A values ([eaaea6e4](https://github.com/elisiariocouto/leggen/commit/eaaea6e4598e9c81997573e19f4ef1c58ebe320f))
- Use account status for balance records instead of hardcoded 'active' ([541cb262](https://github.com/elisiariocouto/leggen/commit/541cb262ee5783eedf2b154c148c28ec89845da5))
### Documentation
- Update README for new web architecture ([4018b263](https://github.com/elisiariocouto/leggen/commit/4018b263f27c2b59af31428d7a0878280a291c85))
### Features
- Transform to web architecture with FastAPI backend ([91f53b35](https://github.com/elisiariocouto/leggen/commit/91f53b35b18740869ee9cebfac394db2e12db099))
- Add comprehensive test suite with 46 passing tests ([34e793c7](https://github.com/elisiariocouto/leggen/commit/34e793c75c8df1e57ea240b92ccf0843a80c2a14))
- Add mypy to pre-commit. ([ec8ef834](https://github.com/elisiariocouto/leggen/commit/ec8ef8346add878f3ff4e8ed928b952d9b5dd584))
- Implement database-first architecture to minimize GoCardless API calls ([155c3055](https://github.com/elisiariocouto/leggen/commit/155c30559f4cacd76ef01e50ec29ee436d3f9d56))
- Implement dynamic API connection status ([cb2e70e4](https://github.com/elisiariocouto/leggen/commit/cb2e70e42d1122e9c2e5420b095aeb1e55454c24))
- Add automatic balance timestamp migration mechanism ([34501f5f](https://github.com/elisiariocouto/leggen/commit/34501f5f0d3b3dff68364b60be77bfb99071b269))
- Improve notification filters configuration format ([2191fe90](https://github.com/elisiariocouto/leggen/commit/2191fe906659f4fd22c25b6cb9fbb95c03472f00))
- Add notifications view and update branding ([abf39abe](https://github.com/elisiariocouto/leggen/commit/abf39abe74b75d8cb980109fbcbdd940066cc90b))
- Make API URL configurable and improve code quality ([37949a4e](https://github.com/elisiariocouto/leggen/commit/37949a4e1f25a2656f6abef75ba942f7b205c130))
- Change versioning scheme to calver. ([f2e05484](https://github.com/elisiariocouto/leggen/commit/f2e05484dc688409b6db6bd16858b066d3a16976))
### Miscellaneous Tasks
- Implement code review suggestions and format code. ([de3da84d](https://github.com/elisiariocouto/leggen/commit/de3da84dffd83e0b232cf76836935a66eb704aee))
### Refactor
- Remove MongoDB support, simplify to SQLite-only architecture ([47164e85](https://github.com/elisiariocouto/leggen/commit/47164e854600dfcac482449769b1d2e55c842570))
- Remove unused amount_threshold and keywords from notification filters ([95709978](https://github.com/elisiariocouto/leggen/commit/957099786cb0e48c9ffbda11b3172ec9fae9ac37))
## 2025.9.0 (2025/09/09)
### Bug Fixes
- **cli:** Show transactions without internal ID when using --full. ([46f3f5c4](https://github.com/elisiariocouto/leggen/commit/46f3f5c4984224c3f4b421e1a06dcf44d4f211e0))
- Do not install development dependencies. ([73d6bd32](https://github.com/elisiariocouto/leggen/commit/73d6bd32dbc59608ef1472dc65d9e18450f00896))
- Implement proper GoCardless authentication and add dev features ([f0fee4fd](https://github.com/elisiariocouto/leggen/commit/f0fee4fd82e1c788614d73fcd0075f5e16976650))
- Make internal transcation ID optional. ([6bce7eb6](https://github.com/elisiariocouto/leggen/commit/6bce7eb6be5f9a5286eb27e777fbf83a6b1c5f8d))
- Resolve 404 balances endpoint and currency formatting errors ([417b7753](https://github.com/elisiariocouto/leggen/commit/417b77539fc275493d55efb29f92abcea666b210))
- Merge account details into balance data to prevent unknown/N/A values ([eaaea6e4](https://github.com/elisiariocouto/leggen/commit/eaaea6e4598e9c81997573e19f4ef1c58ebe320f))
- Use account status for balance records instead of hardcoded 'active' ([541cb262](https://github.com/elisiariocouto/leggen/commit/541cb262ee5783eedf2b154c148c28ec89845da5))
### Documentation
- Update README for new web architecture ([4018b263](https://github.com/elisiariocouto/leggen/commit/4018b263f27c2b59af31428d7a0878280a291c85))
### Features
- Transform to web architecture with FastAPI backend ([91f53b35](https://github.com/elisiariocouto/leggen/commit/91f53b35b18740869ee9cebfac394db2e12db099))
- Add comprehensive test suite with 46 passing tests ([34e793c7](https://github.com/elisiariocouto/leggen/commit/34e793c75c8df1e57ea240b92ccf0843a80c2a14))
- Add mypy to pre-commit. ([ec8ef834](https://github.com/elisiariocouto/leggen/commit/ec8ef8346add878f3ff4e8ed928b952d9b5dd584))
- Implement database-first architecture to minimize GoCardless API calls ([155c3055](https://github.com/elisiariocouto/leggen/commit/155c30559f4cacd76ef01e50ec29ee436d3f9d56))
- Implement dynamic API connection status ([cb2e70e4](https://github.com/elisiariocouto/leggen/commit/cb2e70e42d1122e9c2e5420b095aeb1e55454c24))
- Add automatic balance timestamp migration mechanism ([34501f5f](https://github.com/elisiariocouto/leggen/commit/34501f5f0d3b3dff68364b60be77bfb99071b269))
- Improve notification filters configuration format ([2191fe90](https://github.com/elisiariocouto/leggen/commit/2191fe906659f4fd22c25b6cb9fbb95c03472f00))
- Add notifications view and update branding ([abf39abe](https://github.com/elisiariocouto/leggen/commit/abf39abe74b75d8cb980109fbcbdd940066cc90b))
- Make API URL configurable and improve code quality ([37949a4e](https://github.com/elisiariocouto/leggen/commit/37949a4e1f25a2656f6abef75ba942f7b205c130))
- Change versioning scheme to calver. ([f2e05484](https://github.com/elisiariocouto/leggen/commit/f2e05484dc688409b6db6bd16858b066d3a16976))
### Miscellaneous Tasks
- Implement code review suggestions and format code. ([de3da84d](https://github.com/elisiariocouto/leggen/commit/de3da84dffd83e0b232cf76836935a66eb704aee))
### Refactor
- Remove MongoDB support, simplify to SQLite-only architecture ([47164e85](https://github.com/elisiariocouto/leggen/commit/47164e854600dfcac482449769b1d2e55c842570))
- Remove unused amount_threshold and keywords from notification filters ([95709978](https://github.com/elisiariocouto/leggen/commit/957099786cb0e48c9ffbda11b3172ec9fae9ac37))
## 0.6.11 (2025/02/23)
### Bug Fixes

View File

@@ -64,8 +64,8 @@ git clone https://github.com/elisiariocouto/leggen.git
cd leggen
# Create your configuration
mkdir -p data && cp config.example.toml data/config.toml
# Edit data/config.toml with your GoCardless credentials
mkdir -p leggen && cp config.example.toml leggen/config.toml
# Edit leggen/config.toml with your GoCardless credentials
# Start all services (frontend + backend)
docker compose up -d
@@ -74,31 +74,6 @@ docker compose up -d
# API is available at http://localhost:8000
```
#### Production Deployment
For production deployment using published Docker images:
```bash
# Clone the repository
git clone https://github.com/elisiariocouto/leggen.git
cd leggen
# Create your configuration
mkdir -p data && cp config.example.toml data/config.toml
# Edit data/config.toml with your GoCardless credentials
# Start production services
docker compose up -d
# Access the web interface at http://localhost:3000
# API is available at http://localhost:8000
```
### Development vs Production
- **Development**: Use `docker compose -f compose.dev.yml up -d` (builds from source)
- **Production**: Use `docker compose up -d` (uses published images)
#### Option 2: Local Development
For development or local installation:
@@ -115,7 +90,7 @@ uv run leggen --help
### Configuration
Create a configuration file at `./data/config.toml` (for Docker) or `~/.config/leggen/config.toml` (for local development):
Create a configuration file at `~/.config/leggen/config.toml`:
```toml
[gocardless]
@@ -213,25 +188,8 @@ leggen status
### Docker Usage
#### Development (build from source)
```bash
# Start development services
docker compose -f compose.dev.yml up -d
# View service status
docker compose -f compose.dev.yml ps
# Check logs
docker compose -f compose.dev.yml logs frontend
docker compose -f compose.dev.yml logs leggend
# Stop development services
docker compose -f compose.dev.yml down
```
#### Production (use published images)
```bash
# Start production services
# Start all services (frontend + backend)
docker compose up -d
# View service status
@@ -244,7 +202,7 @@ docker compose logs leggend
# Access the web interface at http://localhost:3000
# API documentation at http://localhost:8000/docs
# Stop production services
# Stop all services
docker compose down
```
@@ -357,10 +315,6 @@ tests/ # Test suite
3. Make your changes with tests
4. Submit a pull request
The repository uses GitHub Actions for CI/CD:
- **CI**: Runs Python tests (`uv run pytest`) and frontend linting/build on every push
- **Release**: Creates GitHub releases with changelog when tags are pushed
## ⚠️ Notes
- This project is in active development
- GoCardless API rate limits apply

View File

@@ -1,25 +0,0 @@
services:
# React frontend service
frontend:
build:
context: ./frontend
dockerfile: Dockerfile
restart: "unless-stopped"
ports:
- "127.0.0.1:3000:80"
environment:
- API_BACKEND_URL=${API_BACKEND_URL:-http://leggend:8000}
depends_on:
leggend:
condition: service_healthy
# FastAPI backend service
leggend:
build:
context: .
dockerfile: Dockerfile
restart: "unless-stopped"
ports:
- "127.0.0.1:8000:8000"
volumes:
- "./data:/root/.config/leggen"

View File

@@ -1,19 +1,25 @@
services:
# React frontend service
frontend:
image: ghcr.io/elisiariocouto/leggen:latest-frontend
build:
context: ./frontend
dockerfile: Dockerfile
restart: "unless-stopped"
ports:
- "127.0.0.1:3000:80"
environment:
- API_BACKEND_URL=${API_BACKEND_URL:-http://leggend:8000}
depends_on:
leggend:
condition: service_healthy
# FastAPI backend service
leggend:
image: ghcr.io/elisiariocouto/leggen:latest
build:
context: .
dockerfile: Dockerfile
restart: "unless-stopped"
ports:
- "127.0.0.1:8000:8000"
volumes:
- "./data:/root/.config/leggen" # Configuration and database directory
- "./data:/root/.config/leggen"

View File

@@ -1,30 +0,0 @@
[gocardless]
key = "your-api-key"
secret = "your-secret-key"
url = "https://bankaccountdata.gocardless.com/api/v2"
[database]
sqlite = true
# Optional: Background sync scheduling
[scheduler.sync]
enabled = true
hour = 3 # 3 AM
minute = 0
# cron = "0 3 * * *" # Alternative: use cron expression
# Optional: Discord notifications
[notifications.discord]
webhook = "https://discord.com/api/webhooks/..."
enabled = true
# Optional: Telegram notifications
[notifications.telegram]
token = "your-bot-token"
chat_id = 12345
enabled = true
# Optional: Transaction filters for notifications
[filters]
case-insensitive = ["salary", "utility"]
case-sensitive = ["SpecificStore"]

File diff suppressed because it is too large Load Diff

View File

@@ -4,7 +4,7 @@
"version": "0.0.0",
"type": "module",
"scripts": {
"dev": "VITE_API_URL=http://localhost:8000/api/v1 vite",
"dev": "vite",
"build": "tsc -b && vite build",
"lint": "eslint .",
"preview": "vite preview"
@@ -12,9 +12,6 @@
"dependencies": {
"@tailwindcss/forms": "^0.5.10",
"@tanstack/react-query": "^5.87.1",
"@tanstack/react-router": "^1.131.36",
"@tanstack/react-table": "^8.21.3",
"@tanstack/router-cli": "^1.131.36",
"autoprefixer": "^10.4.21",
"axios": "^1.11.0",
"clsx": "^2.1.1",
@@ -22,12 +19,10 @@
"postcss": "^8.5.6",
"react": "^19.1.1",
"react-dom": "^19.1.1",
"recharts": "^3.2.0",
"tailwindcss": "^3.4.17"
},
"devDependencies": {
"@eslint/js": "^9.33.0",
"@tanstack/router-vite-plugin": "^1.131.36",
"@types/react": "^19.1.10",
"@types/react-dom": "^19.1.7",
"@vitejs/plugin-react": "^5.0.0",

View File

@@ -1,5 +1,4 @@
import { useState } from "react";
import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query";
import { useQuery } from "@tanstack/react-query";
import {
CreditCard,
TrendingUp,
@@ -7,49 +6,12 @@ import {
Building2,
RefreshCw,
AlertCircle,
Edit2,
Check,
X,
} from "lucide-react";
import { apiClient } from "../lib/api";
import { formatCurrency, formatDate } from "../lib/utils";
import LoadingSpinner from "./LoadingSpinner";
import type { Account, Balance } from "../types/api";
// Helper function to get status indicator color and styles
const getStatusIndicator = (status: string) => {
const statusLower = status.toLowerCase();
switch (statusLower) {
case 'ready':
return {
color: 'bg-green-500',
tooltip: 'Ready',
};
case 'pending':
return {
color: 'bg-yellow-500',
tooltip: 'Pending',
};
case 'error':
case 'failed':
return {
color: 'bg-red-500',
tooltip: 'Error',
};
case 'inactive':
return {
color: 'bg-gray-500',
tooltip: 'Inactive',
};
default:
return {
color: 'bg-blue-500',
tooltip: status,
};
}
};
export default function AccountsOverview() {
const {
data: accounts,
@@ -66,43 +28,6 @@ export default function AccountsOverview() {
queryFn: () => apiClient.getBalances(),
});
const [editingAccountId, setEditingAccountId] = useState<string | null>(null);
const [editingName, setEditingName] = useState("");
const queryClient = useQueryClient();
const updateAccountMutation = useMutation({
mutationFn: ({ id, name }: { id: string; name: string }) =>
apiClient.updateAccount(id, { name }),
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ["accounts"] });
setEditingAccountId(null);
setEditingName("");
},
onError: (error) => {
console.error("Failed to update account:", error);
},
});
const handleEditStart = (account: Account) => {
setEditingAccountId(account.id);
setEditingName(account.name || "");
};
const handleEditSave = () => {
if (editingAccountId && editingName.trim()) {
updateAccountMutation.mutate({
id: editingAccountId,
name: editingName.trim(),
});
}
};
const handleEditCancel = () => {
setEditingAccountId(null);
setEditingName("");
};
if (accountsLoading) {
return (
<div className="bg-white rounded-lg shadow">
@@ -235,121 +160,47 @@ export default function AccountsOverview() {
return (
<div
key={account.id}
className="p-4 sm:p-6 hover:bg-gray-50 transition-colors"
className="p-6 hover:bg-gray-50 transition-colors"
>
{/* Mobile layout - stack vertically */}
<div className="flex flex-col sm:flex-row sm:items-center sm:justify-between gap-3 sm:gap-4">
<div className="flex items-start sm:items-center space-x-3 sm:space-x-4 min-w-0 flex-1">
<div className="flex-shrink-0 p-2 sm:p-3 bg-gray-100 rounded-full">
<Building2 className="h-5 w-5 sm:h-6 sm:w-6 text-gray-600" />
<div className="flex items-center justify-between">
<div className="flex items-center space-x-4">
<div className="p-3 bg-gray-100 rounded-full">
<Building2 className="h-6 w-6 text-gray-600" />
</div>
<div className="flex-1 min-w-0">
{editingAccountId === account.id ? (
<div className="space-y-2">
<div className="flex items-center space-x-2">
<input
type="text"
value={editingName}
onChange={(e) => setEditingName(e.target.value)}
className="flex-1 px-3 py-1 text-base sm:text-lg font-medium border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
placeholder="Account name"
name="search"
autoComplete="off"
onKeyDown={(e) => {
if (e.key === "Enter") handleEditSave();
if (e.key === "Escape") handleEditCancel();
}}
autoFocus
/>
<button
onClick={handleEditSave}
disabled={
!editingName.trim() ||
updateAccountMutation.isPending
}
className="p-1 text-green-600 hover:text-green-700 disabled:opacity-50 disabled:cursor-not-allowed"
title="Save changes"
>
<Check className="h-4 w-4" />
</button>
<button
onClick={handleEditCancel}
className="p-1 text-gray-600 hover:text-gray-700"
title="Cancel editing"
>
<X className="h-4 w-4" />
</button>
</div>
<p className="text-sm text-gray-600 truncate">
{account.institution_id}
</p>
</div>
) : (
<div>
<div className="flex items-center space-x-2 min-w-0">
<h4 className="text-base sm:text-lg font-medium text-gray-900 truncate">
{account.name || "Unnamed Account"}
</h4>
<button
onClick={() => handleEditStart(account)}
className="flex-shrink-0 p-1 text-gray-400 hover:text-gray-600 transition-colors"
title="Edit account name"
>
<Edit2 className="h-4 w-4" />
</button>
</div>
<p className="text-sm text-gray-600 truncate">
{account.institution_id}
</p>
{account.iban && (
<p className="text-xs text-gray-500 mt-1 font-mono break-all sm:break-normal">
IBAN: {account.iban}
</p>
)}
</div>
<div>
<h4 className="text-lg font-medium text-gray-900">
{account.name || "Unnamed Account"}
</h4>
<p className="text-sm text-gray-600">
{account.institution_id} {account.status}
</p>
{account.iban && (
<p className="text-xs text-gray-500 mt-1">
IBAN: {account.iban}
</p>
)}
</div>
</div>
{/* Balance and date section */}
<div className="flex items-center justify-between sm:flex-col sm:items-end sm:text-right flex-shrink-0">
{/* Mobile: date/status on left, balance on right */}
{/* Desktop: balance on top, date/status on bottom */}
{/* Date and status indicator - left on mobile, bottom on desktop */}
<div className="flex items-center space-x-2 order-1 sm:order-2">
<div
className={`w-3 h-3 rounded-full ${getStatusIndicator(account.status).color} relative group cursor-help`}
role="img"
aria-label={`Account status: ${getStatusIndicator(account.status).tooltip}`}
>
{/* Tooltip */}
<div className="absolute bottom-full left-1/2 transform -translate-x-1/2 mb-2 hidden group-hover:block bg-gray-900 text-white text-xs rounded py-1 px-2 whitespace-nowrap z-10">
{getStatusIndicator(account.status).tooltip}
<div className="absolute top-full left-1/2 transform -translate-x-1/2 border-2 border-transparent border-t-gray-900"></div>
</div>
</div>
<p className="text-xs sm:text-sm text-gray-500 whitespace-nowrap">
Updated{" "}
{formatDate(account.last_accessed || account.created)}
</p>
</div>
{/* Balance - right on mobile, top on desktop */}
<div className="flex items-center space-x-2 order-2 sm:order-1">
<div className="text-right">
<div className="flex items-center space-x-2">
{isPositive ? (
<TrendingUp className="h-4 w-4 text-green-500" />
) : (
<TrendingDown className="h-4 w-4 text-red-500" />
)}
<p
className={`text-base sm:text-lg font-semibold ${
className={`text-lg font-semibold ${
isPositive ? "text-green-600" : "text-red-600"
}`}
>
{formatCurrency(balance, currency)}
</p>
</div>
<p className="text-sm text-gray-500">
Updated{" "}
{formatDate(account.last_accessed || account.created)}
</p>
</div>
</div>
</div>

View File

@@ -1,70 +0,0 @@
import { useLocation } from "@tanstack/react-router";
import { Menu, Activity, Wifi, WifiOff } from "lucide-react";
import { useQuery } from "@tanstack/react-query";
import { apiClient } from "../lib/api";
const navigation = [
{ name: "Overview", to: "/" },
{ name: "Transactions", to: "/transactions" },
{ name: "Analytics", to: "/analytics" },
{ name: "Notifications", to: "/notifications" },
];
interface HeaderProps {
setSidebarOpen: (open: boolean) => void;
}
export default function Header({ setSidebarOpen }: HeaderProps) {
const location = useLocation();
const currentPage =
navigation.find((item) => item.to === location.pathname)?.name ||
"Dashboard";
const {
data: healthStatus,
isLoading: healthLoading,
isError: healthError,
} = useQuery({
queryKey: ["health"],
queryFn: apiClient.getHealth,
refetchInterval: 30000,
});
return (
<header className="bg-white shadow-sm border-b border-gray-200">
<div className="flex items-center justify-between h-16 px-6">
<div className="flex items-center">
<button
onClick={() => setSidebarOpen(true)}
className="lg:hidden p-1 rounded-md text-gray-400 hover:text-gray-500"
>
<Menu className="h-6 w-6" />
</button>
<h2 className="text-lg font-semibold text-gray-900 lg:ml-0 ml-4">
{currentPage}
</h2>
</div>
<div className="flex items-center space-x-2">
<div className="flex items-center space-x-1">
{healthLoading ? (
<>
<Activity className="h-4 w-4 text-yellow-500 animate-pulse" />
<span className="text-sm text-gray-600">Checking...</span>
</>
) : healthError || healthStatus?.status !== "healthy" ? (
<>
<WifiOff className="h-4 w-4 text-red-500" />
<span className="text-sm text-red-500">Disconnected</span>
</>
) : (
<>
<Wifi className="h-4 w-4 text-green-500" />
<span className="text-sm text-gray-600">Connected</span>
</>
)}
</div>
</div>
</div>
</header>
);
}

View File

@@ -102,7 +102,7 @@ export default function Notifications() {
if (!testService) return;
testMutation.mutate({
service: testService.toLowerCase(),
service: testService,
message: testMessage,
});
};
@@ -113,7 +113,7 @@ export default function Notifications() {
`Are you sure you want to delete the ${serviceName} notification service?`,
)
) {
deleteServiceMutation.mutate(serviceName.toLowerCase());
deleteServiceMutation.mutate(serviceName);
}
};

View File

@@ -1,120 +0,0 @@
import { X, Copy, Check } from "lucide-react";
import { useState } from "react";
import type { RawTransactionData } from "../types/api";
interface RawTransactionModalProps {
isOpen: boolean;
onClose: () => void;
rawTransaction: RawTransactionData | undefined;
transactionId: string;
}
export default function RawTransactionModal({
isOpen,
onClose,
rawTransaction,
transactionId,
}: RawTransactionModalProps) {
const [copied, setCopied] = useState(false);
if (!isOpen) return null;
const handleCopy = async () => {
if (!rawTransaction) return;
try {
await navigator.clipboard.writeText(
JSON.stringify(rawTransaction, null, 2),
);
setCopied(true);
setTimeout(() => setCopied(false), 2000);
} catch (err) {
console.error("Failed to copy to clipboard:", err);
}
};
return (
<div className="fixed inset-0 z-50 overflow-y-auto">
<div className="flex items-center justify-center min-h-screen px-4 pt-4 pb-20 text-center sm:block sm:p-0">
{/* Background overlay */}
<div
className="fixed inset-0 bg-gray-500 bg-opacity-75 transition-opacity"
onClick={onClose}
/>
{/* Modal panel */}
<div className="inline-block align-bottom bg-white rounded-lg text-left overflow-hidden shadow-xl transform transition-all sm:my-8 sm:align-middle sm:max-w-4xl sm:w-full">
<div className="bg-white px-4 pt-5 pb-4 sm:p-6 sm:pb-4">
<div className="flex items-center justify-between mb-4">
<h3 className="text-lg font-medium text-gray-900">
Raw Transaction Data
</h3>
<div className="flex items-center space-x-2">
<button
onClick={handleCopy}
disabled={!rawTransaction}
className="inline-flex items-center px-3 py-1 text-sm bg-gray-100 text-gray-700 rounded-md hover:bg-gray-200 transition-colors disabled:opacity-50 disabled:cursor-not-allowed"
>
{copied ? (
<>
<Check className="h-4 w-4 mr-1 text-green-600" />
Copied!
</>
) : (
<>
<Copy className="h-4 w-4 mr-1" />
Copy JSON
</>
)}
</button>
<button
onClick={onClose}
className="inline-flex items-center p-1 text-gray-400 hover:text-gray-600 transition-colors"
>
<X className="h-5 w-5" />
</button>
</div>
</div>
<div className="mb-4">
<p className="text-sm text-gray-600">
Transaction ID:{" "}
<code className="bg-gray-100 px-2 py-1 rounded text-xs">
{transactionId}
</code>
</p>
</div>
{rawTransaction ? (
<div className="bg-gray-50 rounded-lg p-4 overflow-auto max-h-96">
<pre className="text-sm text-gray-800 whitespace-pre-wrap">
{JSON.stringify(rawTransaction, null, 2)}
</pre>
</div>
) : (
<div className="bg-gray-50 rounded-lg p-8 text-center">
<p className="text-gray-600">
Raw transaction data is not available for this transaction.
</p>
<p className="text-sm text-gray-500 mt-2">
Try refreshing the page or check if the transaction was
fetched with summary_only=false.
</p>
</div>
)}
</div>
<div className="bg-gray-50 px-4 py-3 sm:px-6 sm:flex sm:flex-row-reverse">
<button
type="button"
onClick={onClose}
className="w-full inline-flex justify-center rounded-md border border-transparent shadow-sm px-4 py-2 bg-blue-600 text-base font-medium text-white hover:bg-blue-700 focus:outline-none focus:ring-2 focus:ring-offset-2 focus:ring-blue-500 sm:ml-3 sm:w-auto sm:text-sm"
>
Close
</button>
</div>
</div>
</div>
</div>
);
}

View File

@@ -1,106 +0,0 @@
import { Link, useLocation } from "@tanstack/react-router";
import {
CreditCard,
Home,
List,
BarChart3,
Bell,
TrendingUp,
X,
} from "lucide-react";
import { useQuery } from "@tanstack/react-query";
import { apiClient } from "../lib/api";
import { formatCurrency } from "../lib/utils";
import { cn } from "../lib/utils";
import type { Account } from "../types/api";
const navigation = [
{ name: "Overview", icon: Home, to: "/" },
{ name: "Transactions", icon: List, to: "/transactions" },
{ name: "Analytics", icon: BarChart3, to: "/analytics" },
{ name: "Notifications", icon: Bell, to: "/notifications" },
];
interface SidebarProps {
sidebarOpen: boolean;
setSidebarOpen: (open: boolean) => void;
}
export default function Sidebar({ sidebarOpen, setSidebarOpen }: SidebarProps) {
const location = useLocation();
const { data: accounts } = useQuery<Account[]>({
queryKey: ["accounts"],
queryFn: apiClient.getAccounts,
});
const totalBalance =
accounts?.reduce((sum, account) => {
const primaryBalance = account.balances?.[0]?.amount || 0;
return sum + primaryBalance;
}, 0) || 0;
return (
<div
className={cn(
"fixed inset-y-0 left-0 z-50 w-64 bg-white shadow-lg transform transition-transform duration-300 ease-in-out lg:translate-x-0 lg:static lg:inset-0",
sidebarOpen ? "translate-x-0" : "-translate-x-full",
)}
>
<div className="flex items-center justify-between h-16 px-6 border-b border-gray-200">
<Link
to="/"
onClick={() => setSidebarOpen(false)}
className="flex items-center space-x-2 hover:opacity-80 transition-opacity"
>
<CreditCard className="h-8 w-8 text-blue-600" />
<h1 className="text-xl font-bold text-gray-900">Leggen</h1>
</Link>
<button
onClick={() => setSidebarOpen(false)}
className="lg:hidden p-1 rounded-md text-gray-400 hover:text-gray-500"
>
<X className="h-6 w-6" />
</button>
</div>
<nav className="px-6 py-4">
<div className="space-y-1">
{navigation.map((item) => (
<Link
key={item.to}
to={item.to}
onClick={() => setSidebarOpen(false)}
className={`flex items-center w-full px-3 py-2 text-sm font-medium rounded-md transition-colors ${
location.pathname === item.to
? "bg-blue-100 text-blue-700"
: "text-gray-700 hover:text-gray-900 hover:bg-gray-100"
}`}
>
<item.icon className="mr-3 h-5 w-5" />
{item.name}
</Link>
))}
</div>
</nav>
{/* Account Summary in Sidebar */}
<div className="px-6 py-4 border-t border-gray-200 mt-auto">
<div className="bg-gray-50 rounded-lg p-4">
<div className="flex items-center justify-between">
<span className="text-sm font-medium text-gray-600">
Total Balance
</span>
<TrendingUp className="h-4 w-4 text-green-500" />
</div>
<p className="text-2xl font-bold text-gray-900 mt-1">
{formatCurrency(totalBalance)}
</p>
<p className="text-sm text-gray-500 mt-1">
{accounts?.length || 0} accounts
</p>
</div>
</div>
</div>
);
}

View File

@@ -9,13 +9,11 @@ import {
RefreshCw,
AlertCircle,
X,
Eye,
} from "lucide-react";
import { apiClient } from "../lib/api";
import { formatCurrency, formatDate } from "../lib/utils";
import LoadingSpinner from "./LoadingSpinner";
import RawTransactionModal from "./RawTransactionModal";
import type { Account, Transaction, ApiResponse } from "../types/api";
import type { Account, Transaction } from "../types/api";
export default function TransactionsList() {
const [searchTerm, setSearchTerm] = useState("");
@@ -23,9 +21,6 @@ export default function TransactionsList() {
const [startDate, setStartDate] = useState("");
const [endDate, setEndDate] = useState("");
const [showFilters, setShowFilters] = useState(false);
const [showRawModal, setShowRawModal] = useState(false);
const [selectedTransaction, setSelectedTransaction] =
useState<Transaction | null>(null);
const { data: accounts } = useQuery<Account[]>({
queryKey: ["accounts"],
@@ -33,49 +28,44 @@ export default function TransactionsList() {
});
const {
data: transactionsResponse,
data: transactions,
isLoading: transactionsLoading,
error: transactionsError,
refetch: refetchTransactions,
} = useQuery<ApiResponse<Transaction[]>>({
} = useQuery<Transaction[]>({
queryKey: ["transactions", selectedAccount, startDate, endDate],
queryFn: () =>
apiClient.getTransactions({
accountId: selectedAccount || undefined,
startDate: startDate || undefined,
endDate: endDate || undefined,
summaryOnly: false, // Always fetch raw transaction data
}),
});
const transactions = transactionsResponse?.data || [];
const filteredTransactions = (transactions || []).filter((transaction) => {
// Additional validation (API client should have already filtered out invalid ones)
if (!transaction || !transaction.account_id) {
console.warn(
"Invalid transaction found after API filtering:",
transaction,
);
return false;
}
const filteredTransactions = (transactions || []).filter(
(transaction: Transaction) => {
// Additional validation (API client should have already filtered out invalid ones)
if (!transaction || !transaction.account_id) {
console.warn(
"Invalid transaction found after API filtering:",
transaction,
);
return false;
}
const description = transaction.description || "";
const creditorName = transaction.creditor_name || "";
const debtorName = transaction.debtor_name || "";
const reference = transaction.reference || "";
const description = transaction.description || "";
const creditorName = transaction.creditor_name || "";
const debtorName = transaction.debtor_name || "";
const reference = transaction.reference || "";
const matchesSearch =
searchTerm === "" ||
description.toLowerCase().includes(searchTerm.toLowerCase()) ||
creditorName.toLowerCase().includes(searchTerm.toLowerCase()) ||
debtorName.toLowerCase().includes(searchTerm.toLowerCase()) ||
reference.toLowerCase().includes(searchTerm.toLowerCase());
const matchesSearch =
searchTerm === "" ||
description.toLowerCase().includes(searchTerm.toLowerCase()) ||
creditorName.toLowerCase().includes(searchTerm.toLowerCase()) ||
debtorName.toLowerCase().includes(searchTerm.toLowerCase()) ||
reference.toLowerCase().includes(searchTerm.toLowerCase());
return matchesSearch;
},
);
return matchesSearch;
});
const clearFilters = () => {
setSearchTerm("");
@@ -84,16 +74,6 @@ export default function TransactionsList() {
setEndDate("");
};
const handleViewRaw = (transaction: Transaction) => {
setSelectedTransaction(transaction);
setShowRawModal(true);
};
const handleCloseModal = () => {
setShowRawModal(false);
setSelectedTransaction(null);
};
const hasActiveFilters =
searchTerm || selectedAccount || startDate || endDate;
@@ -264,15 +244,18 @@ export default function TransactionsList() {
</div>
) : (
<div className="bg-white rounded-lg shadow divide-y divide-gray-200">
{filteredTransactions.map((transaction: Transaction) => {
{filteredTransactions.map((transaction) => {
const account = accounts?.find(
(acc) => acc.id === transaction.account_id,
);
const isPositive = transaction.transaction_value > 0;
const isPositive = transaction.amount > 0;
return (
<div
key={`${transaction.account_id}-${transaction.transaction_id}`}
key={
transaction.internal_transaction_id ||
`${transaction.account_id}-${transaction.date}-${transaction.amount}`
}
className="p-6 hover:bg-gray-50 transition-colors"
>
<div className="flex items-start justify-between">
@@ -325,35 +308,21 @@ export default function TransactionsList() {
</div>
<div className="text-right ml-4">
<div className="flex items-center justify-end space-x-2 mb-2">
<button
onClick={() => handleViewRaw(transaction)}
className="inline-flex items-center px-2 py-1 text-xs bg-gray-100 text-gray-700 rounded hover:bg-gray-200 transition-colors"
title="View raw transaction data"
>
<Eye className="h-3 w-3 mr-1" />
Raw
</button>
</div>
<p
className={`text-lg font-semibold ${
isPositive ? "text-green-600" : "text-red-600"
}`}
>
{isPositive ? "+" : ""}
{formatCurrency(
transaction.transaction_value,
transaction.transaction_currency,
)}
{formatCurrency(transaction.amount, transaction.currency)}
</p>
<p className="text-sm text-gray-500">
{transaction.transaction_date
? formatDate(transaction.transaction_date)
{transaction.date
? formatDate(transaction.date)
: "No date"}
</p>
{transaction.booking_date &&
transaction.booking_date !==
transaction.transaction_date && (
transaction.booking_date !== transaction.date && (
<p className="text-xs text-gray-400">
Booked: {formatDate(transaction.booking_date)}
</p>
@@ -365,14 +334,6 @@ export default function TransactionsList() {
})}
</div>
)}
{/* Raw Transaction Modal */}
<RawTransactionModal
isOpen={showRawModal}
onClose={handleCloseModal}
rawTransaction={selectedTransaction?.raw_transaction}
transactionId={selectedTransaction?.transaction_id || "unknown"}
/>
</div>
);
}

View File

@@ -1,891 +0,0 @@
import { useState, useEffect } from "react";
import { useQuery } from "@tanstack/react-query";
import {
useReactTable,
getCoreRowModel,
getSortedRowModel,
getFilteredRowModel,
flexRender,
} from "@tanstack/react-table";
import type {
ColumnDef,
SortingState,
ColumnFiltersState,
} from "@tanstack/react-table";
import {
Filter,
Search,
TrendingUp,
TrendingDown,
Calendar,
RefreshCw,
AlertCircle,
X,
Eye,
ChevronUp,
ChevronDown,
} from "lucide-react";
import { apiClient } from "../lib/api";
import { formatCurrency, formatDate } from "../lib/utils";
import LoadingSpinner from "./LoadingSpinner";
import RawTransactionModal from "./RawTransactionModal";
import type { Account, Transaction, ApiResponse } from "../types/api";
export default function TransactionsTable() {
const [searchTerm, setSearchTerm] = useState("");
const [selectedAccount, setSelectedAccount] = useState<string>("");
const [startDate, setStartDate] = useState("");
const [endDate, setEndDate] = useState("");
const [minAmount, setMinAmount] = useState("");
const [maxAmount, setMaxAmount] = useState("");
const [showFilters, setShowFilters] = useState(false);
const [showRawModal, setShowRawModal] = useState(false);
const [selectedTransaction, setSelectedTransaction] =
useState<Transaction | null>(null);
// Pagination state
const [currentPage, setCurrentPage] = useState(1);
const [perPage, setPerPage] = useState(50);
// Debounced search state
const [debouncedSearchTerm, setDebouncedSearchTerm] = useState(searchTerm);
// Table state (remove pagination from table)
const [sorting, setSorting] = useState<SortingState>([]);
const [columnFilters, setColumnFilters] = useState<ColumnFiltersState>([]);
// Debounce search term to prevent excessive API calls
useEffect(() => {
const timer = setTimeout(() => {
setDebouncedSearchTerm(searchTerm);
}, 300); // 300ms delay
return () => clearTimeout(timer);
}, [searchTerm]);
// Reset pagination when search term changes
useEffect(() => {
if (debouncedSearchTerm !== searchTerm) {
setCurrentPage(1);
}
}, [debouncedSearchTerm, searchTerm]);
const { data: accounts } = useQuery<Account[]>({
queryKey: ["accounts"],
queryFn: apiClient.getAccounts,
});
const {
data: transactionsResponse,
isLoading: transactionsLoading,
error: transactionsError,
refetch: refetchTransactions,
} = useQuery<ApiResponse<Transaction[]>>({
queryKey: [
"transactions",
selectedAccount,
startDate,
endDate,
currentPage,
perPage,
debouncedSearchTerm,
],
queryFn: () =>
apiClient.getTransactions({
accountId: selectedAccount || undefined,
startDate: startDate || undefined,
endDate: endDate || undefined,
page: currentPage,
perPage: perPage,
search: debouncedSearchTerm || undefined,
summaryOnly: false,
}),
});
const transactions = transactionsResponse?.data || [];
const pagination = transactionsResponse?.pagination;
// Check if search is currently debouncing
const isSearchLoading = searchTerm !== debouncedSearchTerm;
// Reset pagination when total becomes 0 (no results)
useEffect(() => {
if (pagination && pagination.total === 0 && currentPage > 1) {
setCurrentPage(1);
}
}, [pagination, currentPage]);
const clearFilters = () => {
setSearchTerm("");
setSelectedAccount("");
setStartDate("");
setEndDate("");
setMinAmount("");
setMaxAmount("");
setColumnFilters([]);
setCurrentPage(1); // Reset to first page when clearing filters
};
const setQuickDateFilter = (days: number) => {
const endDate = new Date();
const startDate = new Date();
startDate.setDate(endDate.getDate() - days);
setStartDate(startDate.toISOString().split("T")[0]);
setEndDate(endDate.toISOString().split("T")[0]);
setCurrentPage(1); // Reset to first page when changing date filters
};
const setThisMonthFilter = () => {
const now = new Date();
const startOfMonth = new Date(now.getFullYear(), now.getMonth(), 1);
const endOfMonth = new Date(now.getFullYear(), now.getMonth() + 1, 0);
setStartDate(startOfMonth.toISOString().split("T")[0]);
setEndDate(endOfMonth.toISOString().split("T")[0]);
setCurrentPage(1); // Reset to first page when changing date filters
};
// Reset pagination when account filter changes
useEffect(() => {
setCurrentPage(1);
}, [selectedAccount]);
// Reset pagination when date filters change
useEffect(() => {
setCurrentPage(1);
}, [startDate, endDate]);
const handleViewRaw = (transaction: Transaction) => {
setSelectedTransaction(transaction);
setShowRawModal(true);
};
const handleCloseModal = () => {
setShowRawModal(false);
setSelectedTransaction(null);
};
const hasActiveFilters =
searchTerm ||
selectedAccount ||
startDate ||
endDate ||
minAmount ||
maxAmount;
// Define columns
const columns: ColumnDef<Transaction>[] = [
{
accessorKey: "description",
header: "Description",
cell: ({ row }) => {
const transaction = row.original;
const account = accounts?.find(
(acc) => acc.id === transaction.account_id,
);
const isPositive = transaction.transaction_value > 0;
return (
<div className="flex items-start space-x-3">
<div
className={`p-2 rounded-full ${
isPositive ? "bg-green-100" : "bg-red-100"
}`}
>
{isPositive ? (
<TrendingUp className="h-4 w-4 text-green-600" />
) : (
<TrendingDown className="h-4 w-4 text-red-600" />
)}
</div>
<div className="flex-1 min-w-0">
<h4 className="text-sm font-medium text-gray-900 truncate">
{transaction.description}
</h4>
<div className="text-xs text-gray-500 space-y-1">
{account && (
<p className="truncate">
{account.name || "Unnamed Account"} {" "}
{account.institution_id}
</p>
)}
{(transaction.creditor_name || transaction.debtor_name) && (
<p className="truncate">
{isPositive ? "From: " : "To: "}
{transaction.creditor_name || transaction.debtor_name}
</p>
)}
{transaction.reference && (
<p className="truncate">Ref: {transaction.reference}</p>
)}
</div>
</div>
</div>
);
},
},
{
accessorKey: "transaction_value",
header: "Amount",
cell: ({ row }) => {
const transaction = row.original;
const isPositive = transaction.transaction_value > 0;
return (
<div className="text-right">
<p
className={`text-lg font-semibold ${
isPositive ? "text-green-600" : "text-red-600"
}`}
>
{isPositive ? "+" : ""}
{formatCurrency(
transaction.transaction_value,
transaction.transaction_currency,
)}
</p>
</div>
);
},
sortingFn: "basic",
},
{
accessorKey: "transaction_date",
header: "Date",
cell: ({ row }) => {
const transaction = row.original;
return (
<div className="text-sm text-gray-900">
{transaction.transaction_date
? formatDate(transaction.transaction_date)
: "No date"}
{transaction.booking_date &&
transaction.booking_date !== transaction.transaction_date && (
<p className="text-xs text-gray-400">
Booked: {formatDate(transaction.booking_date)}
</p>
)}
</div>
);
},
sortingFn: "datetime",
},
{
id: "actions",
header: "",
cell: ({ row }) => {
const transaction = row.original;
return (
<button
onClick={() => handleViewRaw(transaction)}
className="inline-flex items-center px-2 py-1 text-xs bg-gray-100 text-gray-700 rounded hover:bg-gray-200 transition-colors"
title="View raw transaction data"
>
<Eye className="h-3 w-3 mr-1" />
Raw
</button>
);
},
},
];
const table = useReactTable({
data: transactions,
columns,
getCoreRowModel: getCoreRowModel(),
getSortedRowModel: getSortedRowModel(),
getFilteredRowModel: getFilteredRowModel(),
onSortingChange: setSorting,
onColumnFiltersChange: setColumnFilters,
state: {
sorting,
columnFilters,
globalFilter: searchTerm,
},
onGlobalFilterChange: setSearchTerm,
globalFilterFn: (row, _columnId, filterValue) => {
// Custom global filter that searches multiple fields
const transaction = row.original;
const searchLower = filterValue.toLowerCase();
const description = transaction.description || "";
const creditorName = transaction.creditor_name || "";
const debtorName = transaction.debtor_name || "";
const reference = transaction.reference || "";
return (
description.toLowerCase().includes(searchLower) ||
creditorName.toLowerCase().includes(searchLower) ||
debtorName.toLowerCase().includes(searchLower) ||
reference.toLowerCase().includes(searchLower)
);
},
});
if (transactionsLoading) {
return (
<div className="bg-white rounded-lg shadow">
<LoadingSpinner message="Loading transactions..." />
</div>
);
}
if (transactionsError) {
return (
<div className="bg-white rounded-lg shadow p-6">
<div className="flex items-center justify-center text-center">
<div>
<AlertCircle className="h-12 w-12 text-red-400 mx-auto mb-4" />
<h3 className="text-lg font-medium text-gray-900 mb-2">
Failed to load transactions
</h3>
<p className="text-gray-600 mb-4">
Unable to fetch transactions from the Leggen API.
</p>
<button
onClick={() => refetchTransactions()}
className="inline-flex items-center px-4 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700 transition-colors"
>
<RefreshCw className="h-4 w-4 mr-2" />
Retry
</button>
</div>
</div>
</div>
);
}
return (
<div className="space-y-6">
{/* Filters */}
<div className="bg-white rounded-lg shadow">
<div className="px-6 py-4 border-b border-gray-200">
<div className="flex items-center justify-between">
<h3 className="text-lg font-medium text-gray-900">Transactions</h3>
<div className="flex items-center space-x-2">
{hasActiveFilters && (
<button
onClick={clearFilters}
className="inline-flex items-center px-3 py-1 text-sm bg-gray-100 text-gray-700 rounded-full hover:bg-gray-200 transition-colors"
>
<X className="h-3 w-3 mr-1" />
Clear filters
</button>
)}
<button
onClick={() => setShowFilters(!showFilters)}
className="inline-flex items-center px-3 py-2 bg-blue-100 text-blue-700 rounded-md hover:bg-blue-200 transition-colors"
>
<Filter className="h-4 w-4 mr-2" />
Filters
</button>
</div>
</div>
</div>
{showFilters && (
<div className="px-6 py-4 border-b border-gray-200 bg-gray-50">
{/* Quick Date Filters */}
<div className="mb-4">
<label className="block text-sm font-medium text-gray-700 mb-2">
Quick Filters
</label>
<div className="flex flex-wrap gap-2">
<button
onClick={() => setQuickDateFilter(7)}
className="px-3 py-1 text-sm bg-blue-100 text-blue-700 rounded-full hover:bg-blue-200 transition-colors"
>
Last 7 days
</button>
<button
onClick={() => setQuickDateFilter(30)}
className="px-3 py-1 text-sm bg-blue-100 text-blue-700 rounded-full hover:bg-blue-200 transition-colors"
>
Last 30 days
</button>
<button
onClick={setThisMonthFilter}
className="px-3 py-1 text-sm bg-blue-100 text-blue-700 rounded-full hover:bg-blue-200 transition-colors"
>
This month
</button>
</div>
</div>
<div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
{/* Search */}
<div className="sm:col-span-2 lg:col-span-1">
<label className="block text-sm font-medium text-gray-700 mb-1">
Search
</label>
<div className="relative">
<Search className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
<input
type="text"
value={searchTerm}
onChange={(e) => setSearchTerm(e.target.value)}
placeholder="Description, name, reference..."
className="pl-10 pr-3 py-2 w-full border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
/>
{isSearchLoading && (
<div className="absolute right-3 top-1/2 transform -translate-y-1/2">
<div className="animate-spin h-4 w-4 border-2 border-gray-300 border-t-blue-500 rounded-full"></div>
</div>
)}
</div>
</div>
{/* Account Filter */}
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
Account
</label>
<select
value={selectedAccount}
onChange={(e) => setSelectedAccount(e.target.value)}
className="w-full border border-gray-300 rounded-md px-3 py-2 focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
>
<option value="">All accounts</option>
{accounts?.map((account) => (
<option key={account.id} value={account.id}>
{account.name || "Unnamed Account"} ({account.institution_id})
</option>
))}
</select>
</div>
{/* Start Date */}
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
Start Date
</label>
<div className="relative">
<Calendar className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
<input
type="date"
value={startDate}
onChange={(e) => setStartDate(e.target.value)}
className="pl-10 pr-3 py-2 w-full border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
/>
</div>
</div>
{/* End Date */}
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
End Date
</label>
<div className="relative">
<Calendar className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
<input
type="date"
value={endDate}
onChange={(e) => setEndDate(e.target.value)}
className="pl-10 pr-3 py-2 w-full border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
/>
</div>
</div>
</div>
{/* Amount Range Filters */}
<div className="grid grid-cols-1 sm:grid-cols-2 gap-4 mt-4">
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
Min Amount
</label>
<input
type="number"
value={minAmount}
onChange={(e) => setMinAmount(e.target.value)}
placeholder="0.00"
step="0.01"
className="w-full border border-gray-300 rounded-md px-3 py-2 focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
/>
</div>
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">
Max Amount
</label>
<input
type="number"
value={maxAmount}
onChange={(e) => setMaxAmount(e.target.value)}
placeholder="1000.00"
step="0.01"
className="w-full border border-gray-300 rounded-md px-3 py-2 focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
/>
</div>
</div>
</div>
)}
{/* Results Summary */}
<div className="px-6 py-3 bg-gray-50 border-b border-gray-200">
<p className="text-sm text-gray-600">
Showing {transactions.length} transaction
{transactions.length !== 1 ? "s" : ""} (
{pagination ? (
<>
{(pagination.page - 1) * pagination.per_page + 1}-
{Math.min(
pagination.page * pagination.per_page,
pagination.total,
)}{" "}
of {pagination.total}
</>
) : (
"loading..."
)}
)
{selectedAccount && accounts && (
<span className="ml-1">
for {accounts.find((acc) => acc.id === selectedAccount)?.name}
</span>
)}
</p>
</div>
</div>
{/* Responsive Table/Cards */}
<div className="bg-white rounded-lg shadow overflow-hidden">
{/* Desktop Table View (hidden on mobile) */}
<div className="hidden md:block">
<div className="overflow-x-auto">
<table className="min-w-full divide-y divide-gray-200">
<thead className="bg-gray-50">
{table.getHeaderGroups().map((headerGroup) => (
<tr key={headerGroup.id}>
{headerGroup.headers.map((header) => (
<th
key={header.id}
className="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider cursor-pointer hover:bg-gray-100"
onClick={header.column.getToggleSortingHandler()}
>
<div className="flex items-center space-x-1">
<span>
{header.isPlaceholder
? null
: flexRender(
header.column.columnDef.header,
header.getContext(),
)}
</span>
{header.column.getCanSort() && (
<div className="flex flex-col">
<ChevronUp
className={`h-3 w-3 ${
header.column.getIsSorted() === "asc"
? "text-blue-600"
: "text-gray-400"
}`}
/>
<ChevronDown
className={`h-3 w-3 -mt-1 ${
header.column.getIsSorted() === "desc"
? "text-blue-600"
: "text-gray-400"
}`}
/>
</div>
)}
</div>
</th>
))}
</tr>
))}
</thead>
<tbody className="bg-white divide-y divide-gray-200">
{table.getRowModel().rows.length === 0 ? (
<tr>
<td
colSpan={columns.length}
className="px-6 py-12 text-center"
>
<div className="text-gray-400 mb-4">
<TrendingUp className="h-12 w-12 mx-auto" />
</div>
<h3 className="text-lg font-medium text-gray-900 mb-2">
No transactions found
</h3>
<p className="text-gray-600">
{hasActiveFilters
? "Try adjusting your filters to see more results."
: "No transactions are available for the selected criteria."}
</p>
</td>
</tr>
) : (
table.getRowModel().rows.map((row) => (
<tr key={row.id} className="hover:bg-gray-50">
{row.getVisibleCells().map((cell) => (
<td key={cell.id} className="px-6 py-4 whitespace-nowrap">
{flexRender(
cell.column.columnDef.cell,
cell.getContext(),
)}
</td>
))}
</tr>
))
)}
</tbody>
</table>
</div>
</div>
{/* Mobile Card View (visible only on mobile) */}
<div className="md:hidden">
{table.getRowModel().rows.length === 0 ? (
<div className="px-6 py-12 text-center">
<div className="text-gray-400 mb-4">
<TrendingUp className="h-12 w-12 mx-auto" />
</div>
<h3 className="text-lg font-medium text-gray-900 mb-2">
No transactions found
</h3>
<p className="text-gray-600">
{hasActiveFilters
? "Try adjusting your filters to see more results."
: "No transactions are available for the selected criteria."}
</p>
</div>
) : (
<div className="divide-y divide-gray-200">
{table.getRowModel().rows.map((row) => {
const transaction = row.original;
const account = accounts?.find(
(acc) => acc.id === transaction.account_id,
);
const isPositive = transaction.transaction_value > 0;
return (
<div
key={row.id}
className="p-4 hover:bg-gray-50 transition-colors"
>
<div className="flex items-start justify-between">
<div className="flex-1 min-w-0">
<div className="flex items-start space-x-3">
<div
className={`p-2 rounded-full flex-shrink-0 ${
isPositive ? "bg-green-100" : "bg-red-100"
}`}
>
{isPositive ? (
<TrendingUp className="h-4 w-4 text-green-600" />
) : (
<TrendingDown className="h-4 w-4 text-red-600" />
)}
</div>
<div className="flex-1 min-w-0">
<h4 className="text-sm font-medium text-gray-900 break-words">
{transaction.description}
</h4>
<div className="text-xs text-gray-500 space-y-1 mt-1">
{account && (
<p className="break-words">
{account.name || "Unnamed Account"} {" "}
{account.institution_id}
</p>
)}
{(transaction.creditor_name || transaction.debtor_name) && (
<p className="break-words">
{isPositive ? "From: " : "To: "}
{transaction.creditor_name || transaction.debtor_name}
</p>
)}
{transaction.reference && (
<p className="break-words">Ref: {transaction.reference}</p>
)}
<p className="text-gray-400">
{transaction.transaction_date
? formatDate(transaction.transaction_date)
: "No date"}
{transaction.booking_date &&
transaction.booking_date !== transaction.transaction_date && (
<span className="ml-2">
(Booked: {formatDate(transaction.booking_date)})
</span>
)}
</p>
</div>
</div>
</div>
</div>
<div className="text-right ml-3 flex-shrink-0">
<p
className={`text-lg font-semibold mb-1 ${
isPositive ? "text-green-600" : "text-red-600"
}`}
>
{isPositive ? "+" : ""}
{formatCurrency(
transaction.transaction_value,
transaction.transaction_currency,
)}
</p>
<button
onClick={() => handleViewRaw(transaction)}
className="inline-flex items-center px-2 py-1 text-xs bg-gray-100 text-gray-700 rounded hover:bg-gray-200 transition-colors"
title="View raw transaction data"
>
<Eye className="h-3 w-3 mr-1" />
Raw
</button>
</div>
</div>
</div>
);
})}
</div>
)}
</div>
{/* Pagination */}
{pagination && (
<div className="bg-white px-4 py-3 flex flex-col sm:flex-row items-center justify-between border-t border-gray-200 space-y-3 sm:space-y-0">
{/* Mobile pagination controls */}
<div className="flex justify-between w-full sm:hidden">
<div className="flex space-x-2">
<button
onClick={() => setCurrentPage(1)}
disabled={pagination.page === 1}
className="relative inline-flex items-center px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-md hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed"
>
First
</button>
<button
onClick={() =>
setCurrentPage((prev) => Math.max(1, prev - 1))
}
disabled={!pagination.has_prev}
className="relative inline-flex items-center px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-md hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed"
>
Previous
</button>
</div>
<div className="flex space-x-2">
<button
onClick={() => setCurrentPage((prev) => prev + 1)}
disabled={!pagination.has_next}
className="relative inline-flex items-center px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-md hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed"
>
Next
</button>
<button
onClick={() => setCurrentPage(pagination.total_pages)}
disabled={pagination.page === pagination.total_pages}
className="relative inline-flex items-center px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-md hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed"
>
Last
</button>
</div>
</div>
{/* Mobile pagination info */}
<div className="text-center w-full sm:hidden">
<p className="text-sm text-gray-700">
Page <span className="font-medium">{pagination.page}</span> of{" "}
<span className="font-medium">{pagination.total_pages}</span>
<br />
<span className="text-xs text-gray-500">
Showing {(pagination.page - 1) * pagination.per_page + 1}-
{Math.min(pagination.page * pagination.per_page, pagination.total)} of {pagination.total}
</span>
</p>
</div>
{/* Desktop pagination */}
<div className="hidden sm:flex sm:flex-1 sm:items-center sm:justify-between">
<div className="flex items-center space-x-2">
<p className="text-sm text-gray-700">
Showing{" "}
<span className="font-medium">
{(pagination.page - 1) * pagination.per_page + 1}
</span>{" "}
to{" "}
<span className="font-medium">
{Math.min(
pagination.page * pagination.per_page,
pagination.total,
)}
</span>{" "}
of <span className="font-medium">{pagination.total}</span>{" "}
results
</p>
</div>
<div className="flex items-center space-x-4">
<div className="flex items-center space-x-2">
<label className="text-sm text-gray-700">
Rows per page:
</label>
<select
value={perPage}
onChange={(e) => {
setPerPage(Number(e.target.value));
setCurrentPage(1); // Reset to first page when changing page size
}}
className="border border-gray-300 rounded px-2 py-1 text-sm"
>
{[10, 25, 50, 100].map((pageSize) => (
<option key={pageSize} value={pageSize}>
{pageSize}
</option>
))}
</select>
</div>
<div className="flex items-center space-x-2">
<button
onClick={() => setCurrentPage(1)}
disabled={pagination.page === 1}
className="relative inline-flex items-center px-2 py-2 text-sm font-medium text-gray-500 bg-white border border-gray-300 rounded-md hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed"
>
First
</button>
<button
onClick={() =>
setCurrentPage((prev) => Math.max(1, prev - 1))
}
disabled={!pagination.has_prev}
className="relative inline-flex items-center px-2 py-2 text-sm font-medium text-gray-500 bg-white border border-gray-300 rounded-md hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed"
>
Previous
</button>
<span className="text-sm text-gray-700">
Page <span className="font-medium">{pagination.page}</span>{" "}
of{" "}
<span className="font-medium">
{pagination.total_pages}
</span>
</span>
<button
onClick={() => setCurrentPage((prev) => prev + 1)}
disabled={!pagination.has_next}
className="relative inline-flex items-center px-2 py-2 text-sm font-medium text-gray-500 bg-white border border-gray-300 rounded-md hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed"
>
Next
</button>
<button
onClick={() => setCurrentPage(pagination.total_pages)}
disabled={pagination.page === pagination.total_pages}
className="relative inline-flex items-center px-2 py-2 text-sm font-medium text-gray-500 bg-white border border-gray-300 rounded-md hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed"
>
Last
</button>
</div>
</div>
</div>
</div>
)}
</div>
{/* Raw Transaction Modal */}
<RawTransactionModal
isOpen={showRawModal}
onClose={handleCloseModal}
rawTransaction={selectedTransaction?.raw_transaction}
transactionId={selectedTransaction?.transaction_id || "unknown"}
/>
</div>
);
}

View File

@@ -1,127 +0,0 @@
import {
LineChart,
Line,
XAxis,
YAxis,
CartesianGrid,
Tooltip,
ResponsiveContainer,
Legend,
} from "recharts";
import type { Balance } from "../../types/api";
interface BalanceChartProps {
data: Balance[];
className?: string;
}
interface ChartDataPoint {
date: string;
balance: number;
account_id: string;
}
interface AggregatedDataPoint {
date: string;
[key: string]: string | number;
}
export default function BalanceChart({ data, className }: BalanceChartProps) {
// Process balance data for the chart
const chartData = data
.filter((balance) => balance.balance_type === "closingBooked")
.map((balance) => ({
date: new Date(balance.reference_date).toLocaleDateString(),
balance: balance.balance_amount,
account_id: balance.account_id,
}))
.sort((a, b) => new Date(a.date).getTime() - new Date(b.date).getTime());
// Group by account and aggregate
const accountBalances: { [key: string]: ChartDataPoint[] } = {};
chartData.forEach((item) => {
if (!accountBalances[item.account_id]) {
accountBalances[item.account_id] = [];
}
accountBalances[item.account_id].push(item);
});
// Create aggregated data points
const aggregatedData: { [key: string]: AggregatedDataPoint } = {};
Object.entries(accountBalances).forEach(([accountId, balances]) => {
balances.forEach((balance) => {
if (!aggregatedData[balance.date]) {
aggregatedData[balance.date] = { date: balance.date };
}
aggregatedData[balance.date][accountId] = balance.balance;
});
});
const finalData = Object.values(aggregatedData).sort(
(a, b) => new Date(a.date).getTime() - new Date(b.date).getTime()
);
const colors = ["#3B82F6", "#10B981", "#F59E0B", "#EF4444", "#8B5CF6"];
if (finalData.length === 0) {
return (
<div className={className}>
<h3 className="text-lg font-medium text-gray-900 mb-4">
Balance Progress
</h3>
<div className="h-80 flex items-center justify-center text-gray-500">
No balance data available
</div>
</div>
);
}
return (
<div className={className}>
<h3 className="text-lg font-medium text-gray-900 mb-4">
Balance Progress Over Time
</h3>
<div className="h-80">
<ResponsiveContainer width="100%" height="100%">
<LineChart data={finalData}>
<CartesianGrid strokeDasharray="3 3" />
<XAxis
dataKey="date"
tick={{ fontSize: 12 }}
tickFormatter={(value) => {
const date = new Date(value);
return date.toLocaleDateString(undefined, {
month: "short",
day: "numeric",
});
}}
/>
<YAxis
tick={{ fontSize: 12 }}
tickFormatter={(value) => `${value.toLocaleString()}`}
/>
<Tooltip
formatter={(value: number) => [
`${value.toLocaleString()}`,
"Balance",
]}
labelFormatter={(label) => `Date: ${label}`}
/>
<Legend />
{Object.keys(accountBalances).map((accountId, index) => (
<Line
key={accountId}
type="monotone"
dataKey={accountId}
stroke={colors[index % colors.length]}
strokeWidth={2}
dot={{ r: 4 }}
name={`Account ${accountId.split('-')[1]}`}
/>
))}
</LineChart>
</ResponsiveContainer>
</div>
</div>
);
}

View File

@@ -1,170 +0,0 @@
import {
BarChart,
Bar,
XAxis,
YAxis,
CartesianGrid,
Tooltip,
ResponsiveContainer,
} from "recharts";
import { useQuery } from "@tanstack/react-query";
import apiClient from "../../lib/api";
interface MonthlyTrendsProps {
className?: string;
}
interface MonthlyData {
month: string;
income: number;
expenses: number;
net: number;
}
interface TooltipProps {
active?: boolean;
payload?: Array<{
name: string;
value: number;
color: string;
}>;
label?: string;
}
export default function MonthlyTrends({ className }: MonthlyTrendsProps) {
// Get transactions for the last 12 months
const { data: transactions, isLoading } = useQuery({
queryKey: ["transactions", "monthly-trends"],
queryFn: async () => {
const response = await apiClient.getTransactions({
startDate: new Date(
Date.now() - 365 * 24 * 60 * 60 * 1000
).toISOString().split("T")[0],
endDate: new Date().toISOString().split("T")[0],
perPage: 1000,
});
return response.data;
},
});
// Process transactions into monthly data
const monthlyData: MonthlyData[] = [];
if (transactions) {
const monthlyMap: { [key: string]: MonthlyData } = {};
transactions.forEach((transaction) => {
const date = new Date(transaction.transaction_date);
const monthKey = `${date.getFullYear()}-${String(date.getMonth() + 1).padStart(2, '0')}`;
if (!monthlyMap[monthKey]) {
monthlyMap[monthKey] = {
month: date.toLocaleDateString(undefined, {
year: 'numeric',
month: 'short'
}),
income: 0,
expenses: 0,
net: 0,
};
}
if (transaction.transaction_value > 0) {
monthlyMap[monthKey].income += transaction.transaction_value;
} else {
monthlyMap[monthKey].expenses += Math.abs(transaction.transaction_value);
}
monthlyMap[monthKey].net = monthlyMap[monthKey].income - monthlyMap[monthKey].expenses;
});
// Convert to array and sort by date
monthlyData.push(
...Object.entries(monthlyMap)
.sort(([a], [b]) => a.localeCompare(b))
.map(([, data]) => data)
.slice(-12) // Last 12 months
);
}
if (isLoading) {
return (
<div className={className}>
<h3 className="text-lg font-medium text-gray-900 mb-4">
Monthly Spending Trends
</h3>
<div className="h-80 flex items-center justify-center">
<div className="animate-spin rounded-full h-8 w-8 border-b-2 border-blue-600"></div>
</div>
</div>
);
}
if (monthlyData.length === 0) {
return (
<div className={className}>
<h3 className="text-lg font-medium text-gray-900 mb-4">
Monthly Spending Trends
</h3>
<div className="h-80 flex items-center justify-center text-gray-500">
No transaction data available
</div>
</div>
);
}
const CustomTooltip = ({ active, payload, label }: TooltipProps) => {
if (active && payload && payload.length) {
return (
<div className="bg-white p-3 border rounded shadow-lg">
<p className="font-medium">{label}</p>
{payload.map((entry, index) => (
<p key={index} style={{ color: entry.color }}>
{entry.name}: {Math.abs(entry.value).toLocaleString()}
</p>
))}
</div>
);
}
return null;
};
return (
<div className={className}>
<h3 className="text-lg font-medium text-gray-900 mb-4">
Monthly Spending Trends (Last 12 Months)
</h3>
<div className="h-80">
<ResponsiveContainer width="100%" height="100%">
<BarChart data={monthlyData} margin={{ top: 20, right: 30, left: 20, bottom: 5 }}>
<CartesianGrid strokeDasharray="3 3" />
<XAxis
dataKey="month"
tick={{ fontSize: 12 }}
angle={-45}
textAnchor="end"
height={60}
/>
<YAxis
tick={{ fontSize: 12 }}
tickFormatter={(value) => `${value.toLocaleString()}`}
/>
<Tooltip content={<CustomTooltip />} />
<Bar dataKey="income" fill="#10B981" name="Income" />
<Bar dataKey="expenses" fill="#EF4444" name="Expenses" />
</BarChart>
</ResponsiveContainer>
</div>
<div className="mt-4 flex justify-center space-x-6 text-sm">
<div className="flex items-center">
<div className="w-3 h-3 bg-green-500 rounded mr-2" />
<span>Income</span>
</div>
<div className="flex items-center">
<div className="w-3 h-3 bg-red-500 rounded mr-2" />
<span>Expenses</span>
</div>
</div>
</div>
);
}

View File

@@ -1,64 +0,0 @@
import type { LucideIcon } from "lucide-react";
import clsx from "clsx";
interface StatCardProps {
title: string;
value: string | number;
subtitle?: string;
icon: LucideIcon;
trend?: {
value: number;
isPositive: boolean;
};
className?: string;
}
export default function StatCard({
title,
value,
subtitle,
icon: Icon,
trend,
className,
}: StatCardProps) {
return (
<div
className={clsx(
"bg-white rounded-lg shadow p-6 border border-gray-200",
className
)}
>
<div className="flex items-center">
<div className="flex-shrink-0">
<Icon className="h-8 w-8 text-blue-600" />
</div>
<div className="ml-5 w-0 flex-1">
<dl>
<dt className="text-sm font-medium text-gray-500 truncate">
{title}
</dt>
<dd className="flex items-baseline">
<div className="text-2xl font-semibold text-gray-900">
{value}
</div>
{trend && (
<div
className={clsx(
"ml-2 flex items-baseline text-sm font-semibold",
trend.isPositive ? "text-green-600" : "text-red-600"
)}
>
{trend.isPositive ? "+" : ""}
{trend.value}%
</div>
)}
</dd>
{subtitle && (
<dd className="text-sm text-gray-600 mt-1">{subtitle}</dd>
)}
</dl>
</div>
</div>
</div>
);
}

View File

@@ -1,126 +0,0 @@
import {
PieChart,
Pie,
Cell,
ResponsiveContainer,
Tooltip,
Legend,
} from "recharts";
import type { Account } from "../../types/api";
interface TransactionDistributionProps {
accounts: Account[];
className?: string;
}
interface PieDataPoint {
name: string;
value: number;
color: string;
}
interface TooltipProps {
active?: boolean;
payload?: Array<{
payload: PieDataPoint;
}>;
}
export default function TransactionDistribution({
accounts,
className,
}: TransactionDistributionProps) {
// Create pie chart data from account balances
const pieData: PieDataPoint[] = accounts.map((account, index) => {
const closingBalance = account.balances.find(
(balance) => balance.balance_type === "closingBooked"
);
const colors = ["#3B82F6", "#10B981", "#F59E0B", "#EF4444", "#8B5CF6"];
return {
name: account.name || `Account ${account.id.split('-')[1]}`,
value: closingBalance?.amount || 0,
color: colors[index % colors.length],
};
});
const totalBalance = pieData.reduce((sum, item) => sum + item.value, 0);
if (pieData.length === 0 || totalBalance === 0) {
return (
<div className={className}>
<h3 className="text-lg font-medium text-gray-900 mb-4">
Account Distribution
</h3>
<div className="h-80 flex items-center justify-center text-gray-500">
No account data available
</div>
</div>
);
}
const CustomTooltip = ({ active, payload }: TooltipProps) => {
if (active && payload && payload.length) {
const data = payload[0].payload;
const percentage = ((data.value / totalBalance) * 100).toFixed(1);
return (
<div className="bg-white p-3 border rounded shadow-lg">
<p className="font-medium">{data.name}</p>
<p className="text-blue-600">
Balance: {data.value.toLocaleString()}
</p>
<p className="text-gray-600">{percentage}% of total</p>
</div>
);
}
return null;
};
return (
<div className={className}>
<h3 className="text-lg font-medium text-gray-900 mb-4">
Account Balance Distribution
</h3>
<div className="h-80">
<ResponsiveContainer width="100%" height="100%">
<PieChart>
<Pie
data={pieData}
cx="50%"
cy="50%"
outerRadius={100}
innerRadius={40}
paddingAngle={2}
dataKey="value"
>
{pieData.map((entry, index) => (
<Cell key={`cell-${index}`} fill={entry.color} />
))}
</Pie>
<Tooltip content={<CustomTooltip />} />
<Legend
formatter={(value, entry: { color?: string }) => (
<span style={{ color: entry.color }}>{value}</span>
)}
/>
</PieChart>
</ResponsiveContainer>
</div>
<div className="mt-4 grid grid-cols-1 gap-2">
{pieData.map((item, index) => (
<div key={index} className="flex items-center justify-between text-sm">
<div className="flex items-center">
<div
className="w-3 h-3 rounded-full mr-2"
style={{ backgroundColor: item.color }}
/>
<span className="text-gray-700">{item.name}</span>
</div>
<span className="font-medium">{item.value.toLocaleString()}</span>
</div>
))}
</div>
</div>
);
}

View File

@@ -9,8 +9,6 @@ import type {
NotificationService,
NotificationServicesResponse,
HealthData,
AccountUpdate,
TransactionStats,
} from "../types/api";
// Use VITE_API_URL for development, relative URLs for production
@@ -36,18 +34,6 @@ export const apiClient = {
return response.data.data;
},
// Update account details
updateAccount: async (
id: string,
updates: AccountUpdate,
): Promise<{ id: string; name?: string }> => {
const response = await api.put<ApiResponse<{ id: string; name?: string }>>(
`/accounts/${id}`,
updates,
);
return response.data.data;
},
// Get all balances
getBalances: async (): Promise<Balance[]> => {
const response = await api.get<ApiResponse<Balance[]>>("/balances");
@@ -70,25 +56,21 @@ export const apiClient = {
page?: number;
perPage?: number;
search?: string;
summaryOnly?: boolean;
}): Promise<ApiResponse<Transaction[]>> => {
}): Promise<Transaction[]> => {
const queryParams = new URLSearchParams();
if (params?.accountId) queryParams.append("account_id", params.accountId);
if (params?.startDate) queryParams.append("date_from", params.startDate);
if (params?.endDate) queryParams.append("date_to", params.endDate);
if (params?.startDate) queryParams.append("start_date", params.startDate);
if (params?.endDate) queryParams.append("end_date", params.endDate);
if (params?.page) queryParams.append("page", params.page.toString());
if (params?.perPage)
queryParams.append("per_page", params.perPage.toString());
if (params?.search) queryParams.append("search", params.search);
if (params?.summaryOnly !== undefined) {
queryParams.append("summary_only", params.summaryOnly.toString());
}
const response = await api.get<ApiResponse<Transaction[]>>(
`/transactions?${queryParams.toString()}`,
);
return response.data;
return response.data.data;
},
// Get transaction by ID
@@ -143,17 +125,6 @@ export const apiClient = {
const response = await api.get<ApiResponse<HealthData>>("/health");
return response.data.data;
},
// Analytics endpoints
getTransactionStats: async (days?: number): Promise<TransactionStats> => {
const queryParams = new URLSearchParams();
if (days) queryParams.append("days", days.toString());
const response = await api.get<ApiResponse<TransactionStats>>(
`/transactions/stats?${queryParams.toString()}`
);
return response.data.data;
},
};
export default apiClient;

View File

@@ -1,25 +1,10 @@
import { StrictMode } from "react";
import { createRoot } from "react-dom/client";
import { createRouter, RouterProvider } from "@tanstack/react-router";
import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
import "./index.css";
import { routeTree } from "./routeTree.gen";
const router = createRouter({ routeTree });
const queryClient = new QueryClient({
defaultOptions: {
queries: {
refetchOnWindowFocus: false,
retry: 1,
},
},
});
import App from "./App.tsx";
createRoot(document.getElementById("root")!).render(
<StrictMode>
<QueryClientProvider client={queryClient}>
<RouterProvider router={router} />
</QueryClientProvider>
<App />
</StrictMode>,
);

View File

@@ -1,113 +0,0 @@
/* eslint-disable */
// @ts-nocheck
// noinspection JSUnusedGlobalSymbols
// This file was automatically generated by TanStack Router.
// You should NOT make any changes in this file as it will be overwritten.
// Additionally, you should also exclude this file from your linter and/or formatter to prevent it from being checked or modified.
import { Route as rootRouteImport } from './routes/__root'
import { Route as TransactionsRouteImport } from './routes/transactions'
import { Route as NotificationsRouteImport } from './routes/notifications'
import { Route as AnalyticsRouteImport } from './routes/analytics'
import { Route as IndexRouteImport } from './routes/index'
const TransactionsRoute = TransactionsRouteImport.update({
id: '/transactions',
path: '/transactions',
getParentRoute: () => rootRouteImport,
} as any)
const NotificationsRoute = NotificationsRouteImport.update({
id: '/notifications',
path: '/notifications',
getParentRoute: () => rootRouteImport,
} as any)
const AnalyticsRoute = AnalyticsRouteImport.update({
id: '/analytics',
path: '/analytics',
getParentRoute: () => rootRouteImport,
} as any)
const IndexRoute = IndexRouteImport.update({
id: '/',
path: '/',
getParentRoute: () => rootRouteImport,
} as any)
export interface FileRoutesByFullPath {
'/': typeof IndexRoute
'/analytics': typeof AnalyticsRoute
'/notifications': typeof NotificationsRoute
'/transactions': typeof TransactionsRoute
}
export interface FileRoutesByTo {
'/': typeof IndexRoute
'/analytics': typeof AnalyticsRoute
'/notifications': typeof NotificationsRoute
'/transactions': typeof TransactionsRoute
}
export interface FileRoutesById {
__root__: typeof rootRouteImport
'/': typeof IndexRoute
'/analytics': typeof AnalyticsRoute
'/notifications': typeof NotificationsRoute
'/transactions': typeof TransactionsRoute
}
export interface FileRouteTypes {
fileRoutesByFullPath: FileRoutesByFullPath
fullPaths: '/' | '/analytics' | '/notifications' | '/transactions'
fileRoutesByTo: FileRoutesByTo
to: '/' | '/analytics' | '/notifications' | '/transactions'
id: '__root__' | '/' | '/analytics' | '/notifications' | '/transactions'
fileRoutesById: FileRoutesById
}
export interface RootRouteChildren {
IndexRoute: typeof IndexRoute
AnalyticsRoute: typeof AnalyticsRoute
NotificationsRoute: typeof NotificationsRoute
TransactionsRoute: typeof TransactionsRoute
}
declare module '@tanstack/react-router' {
interface FileRoutesByPath {
'/transactions': {
id: '/transactions'
path: '/transactions'
fullPath: '/transactions'
preLoaderRoute: typeof TransactionsRouteImport
parentRoute: typeof rootRouteImport
}
'/notifications': {
id: '/notifications'
path: '/notifications'
fullPath: '/notifications'
preLoaderRoute: typeof NotificationsRouteImport
parentRoute: typeof rootRouteImport
}
'/analytics': {
id: '/analytics'
path: '/analytics'
fullPath: '/analytics'
preLoaderRoute: typeof AnalyticsRouteImport
parentRoute: typeof rootRouteImport
}
'/': {
id: '/'
path: '/'
fullPath: '/'
preLoaderRoute: typeof IndexRouteImport
parentRoute: typeof rootRouteImport
}
}
}
const rootRouteChildren: RootRouteChildren = {
IndexRoute: IndexRoute,
AnalyticsRoute: AnalyticsRoute,
NotificationsRoute: NotificationsRoute,
TransactionsRoute: TransactionsRoute,
}
export const routeTree = rootRouteImport
._addFileChildren(rootRouteChildren)
._addFileTypes<FileRouteTypes>()

View File

@@ -1,33 +0,0 @@
import { createRootRoute, Outlet } from "@tanstack/react-router";
import { useState } from "react";
import Sidebar from "../components/Sidebar";
import Header from "../components/Header";
function RootLayout() {
const [sidebarOpen, setSidebarOpen] = useState(false);
return (
<div className="flex h-screen bg-gray-100">
<Sidebar sidebarOpen={sidebarOpen} setSidebarOpen={setSidebarOpen} />
{/* Mobile overlay */}
{sidebarOpen && (
<div
className="fixed inset-0 z-40 bg-gray-600 bg-opacity-75 lg:hidden"
onClick={() => setSidebarOpen(false)}
/>
)}
<div className="flex flex-col flex-1 overflow-hidden">
<Header setSidebarOpen={setSidebarOpen} />
<main className="flex-1 overflow-y-auto p-6">
<Outlet />
</main>
</div>
</div>
);
}
export const Route = createRootRoute({
component: RootLayout,
});

View File

@@ -1,181 +0,0 @@
import { createFileRoute } from "@tanstack/react-router";
import { useQuery } from "@tanstack/react-query";
import {
CreditCard,
TrendingUp,
TrendingDown,
DollarSign,
Activity,
Users,
} from "lucide-react";
import apiClient from "../lib/api";
import StatCard from "../components/analytics/StatCard";
import BalanceChart from "../components/analytics/BalanceChart";
import TransactionDistribution from "../components/analytics/TransactionDistribution";
import MonthlyTrends from "../components/analytics/MonthlyTrends";
function AnalyticsDashboard() {
// Fetch analytics data
const { data: stats, isLoading: statsLoading } = useQuery({
queryKey: ["transaction-stats"],
queryFn: () => apiClient.getTransactionStats(365), // Last year
});
const { data: accounts, isLoading: accountsLoading } = useQuery({
queryKey: ["accounts"],
queryFn: () => apiClient.getAccounts(),
});
const { data: balances, isLoading: balancesLoading } = useQuery({
queryKey: ["balances"],
queryFn: () => apiClient.getBalances(),
});
const isLoading = statsLoading || accountsLoading || balancesLoading;
if (isLoading) {
return (
<div className="p-6">
<div className="animate-pulse">
<div className="h-8 bg-gray-200 rounded w-48 mb-6"></div>
<div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6 mb-8">
{[...Array(4)].map((_, i) => (
<div key={i} className="h-32 bg-gray-200 rounded"></div>
))}
</div>
<div className="grid grid-cols-1 lg:grid-cols-2 gap-8">
<div className="h-96 bg-gray-200 rounded"></div>
<div className="h-96 bg-gray-200 rounded"></div>
</div>
</div>
</div>
);
}
const totalBalance = accounts?.reduce((sum, account) => {
const closingBalance = account.balances.find(
(balance) => balance.balance_type === "closingBooked"
);
return sum + (closingBalance?.amount || 0);
}, 0) || 0;
return (
<div className="p-6 space-y-8">
<div>
<h1 className="text-3xl font-bold text-gray-900">Analytics Dashboard</h1>
<p className="mt-2 text-gray-600">
Overview of your financial data and spending patterns
</p>
</div>
{/* Stats Cards */}
<div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
<StatCard
title="Total Balance"
value={`${totalBalance.toLocaleString()}`}
subtitle={`Across ${accounts?.length || 0} accounts`}
icon={DollarSign}
/>
<StatCard
title="Total Transactions"
value={stats?.total_transactions || 0}
subtitle={`Last ${stats?.period_days || 0} days`}
icon={Activity}
/>
<StatCard
title="Total Income"
value={`${(stats?.total_income || 0).toLocaleString()}`}
subtitle="Inflows this period"
icon={TrendingUp}
className="border-green-200"
/>
<StatCard
title="Total Expenses"
value={`${(stats?.total_expenses || 0).toLocaleString()}`}
subtitle="Outflows this period"
icon={TrendingDown}
className="border-red-200"
/>
</div>
{/* Additional Stats */}
<div className="grid grid-cols-1 md:grid-cols-3 gap-6">
<StatCard
title="Net Change"
value={`${(stats?.net_change || 0).toLocaleString()}`}
subtitle="Income minus expenses"
icon={CreditCard}
className={
(stats?.net_change || 0) >= 0 ? "border-green-200" : "border-red-200"
}
/>
<StatCard
title="Average Transaction"
value={`${Math.abs(stats?.average_transaction || 0).toLocaleString()}`}
subtitle="Per transaction"
icon={Activity}
/>
<StatCard
title="Active Accounts"
value={stats?.accounts_included || 0}
subtitle="With recent activity"
icon={Users}
/>
</div>
{/* Charts */}
<div className="grid grid-cols-1 lg:grid-cols-2 gap-8">
<div className="bg-white rounded-lg shadow p-6 border border-gray-200">
<BalanceChart data={balances || []} />
</div>
<div className="bg-white rounded-lg shadow p-6 border border-gray-200">
<TransactionDistribution accounts={accounts || []} />
</div>
</div>
{/* Monthly Trends */}
<div className="bg-white rounded-lg shadow p-6 border border-gray-200">
<MonthlyTrends />
</div>
{/* Summary Section */}
{stats && (
<div className="bg-blue-50 rounded-lg p-6 border border-blue-200">
<h3 className="text-lg font-medium text-blue-900 mb-4">
Period Summary ({stats.period_days} days)
</h3>
<div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4 text-sm">
<div>
<p className="text-blue-700 font-medium">Booked Transactions</p>
<p className="text-blue-900">{stats.booked_transactions}</p>
</div>
<div>
<p className="text-blue-700 font-medium">Pending Transactions</p>
<p className="text-blue-900">{stats.pending_transactions}</p>
</div>
<div>
<p className="text-blue-700 font-medium">Transaction Ratio</p>
<p className="text-blue-900">
{stats.total_transactions > 0
? `${Math.round(
(stats.booked_transactions / stats.total_transactions) * 100
)}% booked`
: "No transactions"}
</p>
</div>
<div>
<p className="text-blue-700 font-medium">Spend Rate</p>
<p className="text-blue-900">
{((stats.total_expenses || 0) / stats.period_days).toFixed(2)}/day
</p>
</div>
</div>
</div>
)}
</div>
);
}
export const Route = createFileRoute("/analytics")({
component: AnalyticsDashboard,
});

View File

@@ -1,6 +0,0 @@
import { createFileRoute } from "@tanstack/react-router";
import AccountsOverview from "../components/AccountsOverview";
export const Route = createFileRoute("/")({
component: AccountsOverview,
});

View File

@@ -1,6 +0,0 @@
import { createFileRoute } from "@tanstack/react-router";
import Notifications from "../components/Notifications";
export const Route = createFileRoute("/notifications")({
component: Notifications,
});

View File

@@ -1,11 +0,0 @@
import { createFileRoute } from "@tanstack/react-router";
import TransactionsTable from "../components/TransactionsTable";
export const Route = createFileRoute("/transactions")({
component: TransactionsTable,
validateSearch: (search) => ({
accountId: search.accountId as string | undefined,
startDate: search.startDate as string | undefined,
endDate: search.endDate as string | undefined,
}),
});

View File

@@ -17,60 +17,15 @@ export interface Account {
balances: AccountBalance[];
}
export interface AccountUpdate {
name?: string;
}
export interface RawTransactionData {
transactionId?: string;
bookingDate?: string;
valueDate?: string;
bookingDateTime?: string;
valueDateTime?: string;
transactionAmount?: {
amount: string;
currency: string;
};
currencyExchange?: {
instructedAmount?: {
amount: string;
currency: string;
};
sourceCurrency?: string;
exchangeRate?: string;
unitCurrency?: string;
targetCurrency?: string;
};
creditorName?: string;
debtorName?: string;
debtorAccount?: {
iban?: string;
};
remittanceInformationUnstructuredArray?: string[];
proprietaryBankTransactionCode?: string;
balanceAfterTransaction?: {
balanceAmount: {
amount: string;
currency: string;
};
balanceType: string;
};
internalTransactionId?: string;
[key: string]: unknown; // Allow additional fields
}
export interface Transaction {
transaction_id: string; // NEW: stable bank-provided transaction ID
internal_transaction_id: string | null; // OLD: unstable GoCardless ID
internal_transaction_id: string | null;
account_id: string;
transaction_value: number;
transaction_currency: string;
amount: number;
currency: string;
description: string;
transaction_date: string;
transaction_status: string;
date: string;
status: string;
// Optional fields that may be present in some transactions
institution_id?: string;
iban?: string;
booking_date?: string;
value_date?: string;
creditor_name?: string;
@@ -79,8 +34,6 @@ export interface Transaction {
category?: string;
created_at?: string;
updated_at?: string;
// Raw transaction data (only present when summary_only=false)
raw_transaction?: RawTransactionData;
}
// Type for raw transaction data from API (before sanitization)
@@ -124,14 +77,6 @@ export interface ApiResponse<T> {
data: T;
message?: string;
success: boolean;
pagination?: {
total: number;
page: number;
per_page: number;
total_pages: number;
has_next: boolean;
has_prev: boolean;
};
}
export interface PaginatedResponse<T> {
@@ -188,16 +133,3 @@ export interface HealthData {
message?: string;
error?: string;
}
// Analytics data types
export interface TransactionStats {
period_days: number;
total_transactions: number;
booked_transactions: number;
pending_transactions: number;
total_income: number;
total_expenses: number;
net_change: number;
average_transaction: number;
accounts_included: number;
}

View File

@@ -1,8 +1,7 @@
import { defineConfig } from "vite";
import react from "@vitejs/plugin-react";
import { TanStackRouterVite } from "@tanstack/router-vite-plugin";
// https://vite.dev/config/
export default defineConfig({
plugins: [TanStackRouterVite(), react()],
plugins: [react()],
});

View File

@@ -1,65 +0,0 @@
"""Generate sample database command."""
import click
from pathlib import Path
from leggen.utils.paths import path_manager
@click.command()
@click.option(
"--database",
type=click.Path(path_type=Path),
help="Path to database file (default: uses LEGGEN_DATABASE_PATH or ~/.config/leggen/leggen-dev.db)",
)
@click.option(
"--accounts",
type=int,
default=3,
help="Number of sample accounts to generate (default: 3)",
)
@click.option(
"--transactions",
type=int,
default=50,
help="Number of transactions per account (default: 50)",
)
@click.option(
"--force",
is_flag=True,
help="Overwrite existing database without confirmation",
)
@click.pass_context
def generate_sample_db(ctx: click.Context, database: Path, accounts: int, transactions: int, force: bool):
"""Generate a sample database with realistic financial data for testing."""
# Import here to avoid circular imports
import sys
import subprocess
from pathlib import Path as PathlibPath
# Get the script path
script_path = PathlibPath(__file__).parent.parent.parent / "scripts" / "generate_sample_db.py"
# Build command arguments
cmd = [sys.executable, str(script_path)]
if database:
cmd.extend(["--database", str(database)])
cmd.extend(["--accounts", str(accounts)])
cmd.extend(["--transactions", str(transactions)])
if force:
cmd.append("--force")
# Execute the script
try:
subprocess.run(cmd, check=True)
except subprocess.CalledProcessError as e:
click.echo(f"Error generating sample database: {e}")
ctx.exit(1)
# Export the command
generate_sample_db = generate_sample_db

View File

@@ -5,12 +5,14 @@ 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()
from pathlib import Path
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
db_path.parent.mkdir(parents=True, exist_ok=True)
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
@@ -106,16 +108,17 @@ def persist_balances(ctx: click.Context, balance: dict):
def persist_transactions(ctx: click.Context, account: str, transactions: list) -> list:
# Connect to SQLite database
db_path = path_manager.get_database_path()
from pathlib import Path
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
db_path.parent.mkdir(parents=True, exist_ok=True)
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,
internalTransactionId TEXT PRIMARY KEY,
institutionId TEXT,
iban TEXT,
transactionDate DATETIME,
@@ -123,15 +126,15 @@ def persist_transactions(ctx: click.Context, account: str, transactions: list) -
transactionValue REAL,
transactionCurrency TEXT,
transactionStatus TEXT,
rawTransaction JSON,
PRIMARY KEY (accountId, transactionId)
accountId TEXT,
rawTransaction JSON
)"""
)
# Create indexes for better performance
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_transactions_internal_id
ON transactions(internalTransactionId)"""
"""CREATE INDEX IF NOT EXISTS idx_transactions_account_id
ON transactions(accountId)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_transactions_date
@@ -150,9 +153,7 @@ def persist_transactions(ctx: click.Context, account: str, transactions: list) -
duplicates_count = 0
# Prepare an SQL statement for inserting data
insert_sql = """INSERT OR REPLACE INTO transactions (
accountId,
transactionId,
insert_sql = """INSERT INTO transactions (
internalTransactionId,
institutionId,
iban,
@@ -161,8 +162,9 @@ def persist_transactions(ctx: click.Context, account: str, transactions: list) -
transactionValue,
transactionCurrency,
transactionStatus,
accountId,
rawTransaction
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)"""
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)"""
new_transactions = []
@@ -171,9 +173,7 @@ def persist_transactions(ctx: click.Context, account: str, transactions: list) -
cursor.execute(
insert_sql,
(
transaction["accountId"],
transaction["transactionId"],
transaction.get("internalTransactionId"),
transaction["internalTransactionId"],
transaction["institutionId"],
transaction["iban"],
transaction["transactionDate"],
@@ -181,6 +181,7 @@ def persist_transactions(ctx: click.Context, account: str, transactions: list) -
transaction["transactionValue"],
transaction["transactionCurrency"],
transaction["transactionStatus"],
transaction["accountId"],
json.dumps(transaction["rawTransaction"]),
),
)
@@ -209,9 +210,12 @@ def get_transactions(
min_amount=None,
max_amount=None,
search=None,
hide_missing_ids=True,
):
"""Get transactions from SQLite database with optional filtering"""
db_path = path_manager.get_database_path()
from pathlib import Path
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
@@ -246,6 +250,11 @@ def get_transactions(
query += " AND description LIKE ?"
params.append(f"%{search}%")
if hide_missing_ids:
query += (
" AND internalTransactionId IS NOT NULL AND internalTransactionId != ''"
)
# Add ordering and pagination
query += " ORDER BY transactionDate DESC"
@@ -281,7 +290,9 @@ def get_transactions(
def get_balances(account_id=None):
"""Get latest balances from SQLite database"""
db_path = path_manager.get_database_path()
from pathlib import Path
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
@@ -320,7 +331,9 @@ def get_balances(account_id=None):
def get_account_summary(account_id):
"""Get basic account info from transactions table (avoids GoCardless API call)"""
db_path = path_manager.get_database_path()
from pathlib import Path
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
if not db_path.exists():
return None
conn = sqlite3.connect(str(db_path))
@@ -354,7 +367,9 @@ def get_account_summary(account_id):
def get_transaction_count(account_id=None, **filters):
"""Get total count of transactions matching filters"""
db_path = path_manager.get_database_path()
from pathlib import Path
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
if not db_path.exists():
return 0
conn = sqlite3.connect(str(db_path))
@@ -388,6 +403,11 @@ def get_transaction_count(account_id=None, **filters):
query += " AND description LIKE ?"
params.append(f"%{filters['search']}%")
if filters.get("hide_missing_ids", True):
query += (
" AND internalTransactionId IS NOT NULL AND internalTransactionId != ''"
)
try:
cursor.execute(query, params)
count = cursor.fetchone()[0]
@@ -401,7 +421,10 @@ def get_transaction_count(account_id=None, **filters):
def persist_account(account_data: dict):
"""Persist account details to SQLite database"""
db_path = path_manager.get_database_path()
from pathlib import Path
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
db_path.parent.mkdir(parents=True, exist_ok=True)
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
@@ -469,7 +492,9 @@ def persist_account(account_data: dict):
def get_accounts(account_ids=None):
"""Get account details from SQLite database"""
db_path = path_manager.get_database_path()
from pathlib import Path
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
if not db_path.exists():
return []
conn = sqlite3.connect(str(db_path))
@@ -501,7 +526,9 @@ def get_accounts(account_ids=None):
def get_account(account_id: str):
"""Get specific account details from SQLite database"""
db_path = path_manager.get_database_path()
from pathlib import Path
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
if not db_path.exists():
return None
conn = sqlite3.connect(str(db_path))

View File

@@ -7,7 +7,6 @@ import click
from leggen.utils.config import load_config
from leggen.utils.text import error
from leggen.utils.paths import path_manager
cmd_folder = os.path.abspath(os.path.join(os.path.dirname(__file__), "commands"))
@@ -78,7 +77,7 @@ class Group(click.Group):
"-c",
"--config",
type=click.Path(dir_okay=False),
default=lambda: str(path_manager.get_config_file_path()),
default=Path.home() / ".config" / "leggen" / "config.toml",
show_default=True,
callback=load_config,
is_eager=True,
@@ -87,20 +86,6 @@ class Group(click.Group):
show_envvar=True,
help="Path to TOML configuration file",
)
@click.option(
"--config-dir",
type=click.Path(exists=False, file_okay=False, path_type=Path),
envvar="LEGGEN_CONFIG_DIR",
show_envvar=True,
help="Directory containing configuration files (default: ~/.config/leggen)",
)
@click.option(
"--database",
type=click.Path(dir_okay=False, path_type=Path),
envvar="LEGGEN_DATABASE_PATH",
show_envvar=True,
help="Path to SQLite database file (default: <config-dir>/leggen.db)",
)
@click.option(
"--api-url",
type=str,
@@ -115,7 +100,7 @@ class Group(click.Group):
)
@click.version_option(package_name="leggen")
@click.pass_context
def cli(ctx: click.Context, config_dir: Path, database: Path, api_url: str):
def cli(ctx: click.Context, api_url: str):
"""
Leggen: An Open Banking CLI
"""
@@ -124,11 +109,5 @@ def cli(ctx: click.Context, config_dir: Path, database: Path, api_url: str):
if "--help" in sys.argv[1:] or "-h" in sys.argv[1:]:
return
# Set up path manager with user-provided paths
if config_dir:
path_manager.set_config_dir(config_dir)
if database:
path_manager.set_database_path(database)
# Store API URL in context for commands to use
ctx.obj["api_url"] = api_url

View File

@@ -69,13 +69,8 @@ def save_transactions(ctx: click.Context, account: str) -> list:
",".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,
"internalTransactionId": transaction.get("internalTransactionId"),
"institutionId": account_info["institution_id"],
"iban": account_info.get("iban", "N/A"),
"transactionDate": min_date,
@@ -110,13 +105,8 @@ def save_transactions(ctx: click.Context, account: str) -> list:
",".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,
"internalTransactionId": transaction.get("internalTransactionId"),
"institutionId": account_info["institution_id"],
"iban": account_info.get("iban", "N/A"),
"transactionDate": min_date,

View File

@@ -1,81 +0,0 @@
"""Centralized path management for Leggen."""
import os
from pathlib import Path
from typing import Optional
class PathManager:
"""Manages configurable paths for config and database files."""
def __init__(self):
self._config_dir: Optional[Path] = None
self._database_path: Optional[Path] = None
def get_config_dir(self) -> Path:
"""Get the configuration directory."""
if self._config_dir is not None:
return self._config_dir
# Check environment variable first
config_dir = os.environ.get("LEGGEN_CONFIG_DIR")
if config_dir:
return Path(config_dir)
# Default to ~/.config/leggen
return Path.home() / ".config" / "leggen"
def set_config_dir(self, path: Path) -> None:
"""Set the configuration directory."""
self._config_dir = Path(path)
def get_config_file_path(self) -> Path:
"""Get the configuration file path."""
return self.get_config_dir() / "config.toml"
def get_database_path(self) -> Path:
"""Get the database file path and ensure the directory exists."""
if self._database_path is not None:
db_path = self._database_path
else:
# Check environment variable first
database_path = os.environ.get("LEGGEN_DATABASE_PATH")
if database_path:
db_path = Path(database_path)
else:
# Default to config_dir/leggen.db
db_path = self.get_config_dir() / "leggen.db"
# Try to ensure the directory exists, but handle permission errors gracefully
try:
db_path.parent.mkdir(parents=True, exist_ok=True)
except (PermissionError, OSError):
# If we can't create the directory, continue anyway
# This allows tests and error cases to work as expected
pass
return db_path
def set_database_path(self, path: Path) -> None:
"""Set the database file path."""
self._database_path = Path(path)
def get_auth_file_path(self) -> Path:
"""Get the authentication file path."""
return self.get_config_dir() / "auth.json"
def ensure_config_dir_exists(self) -> None:
"""Ensure the configuration directory exists."""
self.get_config_dir().mkdir(parents=True, exist_ok=True)
def ensure_database_dir_exists(self) -> None:
"""Ensure the database directory exists.
Note: get_database_path() now automatically ensures the directory exists,
so this method is mainly for explicit directory creation in tests.
"""
self.get_database_path().parent.mkdir(parents=True, exist_ok=True)
# Global instance for the application
path_manager = PathManager()

View File

@@ -33,20 +33,10 @@ class AccountDetails(BaseModel):
json_encoders = {datetime: lambda v: v.isoformat() if v else None}
class AccountUpdate(BaseModel):
"""Account update model"""
name: Optional[str] = None
class Config:
json_encoders = {datetime: lambda v: v.isoformat() if v else None}
class Transaction(BaseModel):
"""Transaction model"""
transaction_id: str # NEW: stable bank-provided transaction ID
internal_transaction_id: Optional[str] = None # OLD: unstable GoCardless ID
internal_transaction_id: Optional[str] = None
institution_id: str
iban: Optional[str] = None
account_id: str
@@ -64,7 +54,6 @@ class Transaction(BaseModel):
class TransactionSummary(BaseModel):
"""Transaction summary for lists"""
transaction_id: str # NEW: stable bank-provided transaction ID
internal_transaction_id: Optional[str] = None
date: datetime
description: str

View File

@@ -8,7 +8,6 @@ from leggend.api.models.accounts import (
AccountBalance,
Transaction,
TransactionSummary,
AccountUpdate,
)
from leggend.services.database_service import DatabaseService
@@ -244,8 +243,7 @@ async def get_account_transactions(
# Return simplified transaction summaries
data = [
TransactionSummary(
transaction_id=txn["transactionId"], # NEW: stable bank-provided ID
internal_transaction_id=txn.get("internalTransactionId"),
internal_transaction_id=txn["internalTransactionId"],
date=txn["transactionDate"],
description=txn["description"],
amount=txn["transactionValue"],
@@ -259,8 +257,7 @@ async def get_account_transactions(
# Return full transaction details
data = [
Transaction(
transaction_id=txn["transactionId"], # NEW: stable bank-provided ID
internal_transaction_id=txn.get("internalTransactionId"),
internal_transaction_id=txn["internalTransactionId"],
institution_id=txn["institutionId"],
iban=txn["iban"],
account_id=txn["accountId"],
@@ -288,40 +285,3 @@ async def get_account_transactions(
raise HTTPException(
status_code=404, detail=f"Failed to get transactions: {str(e)}"
) from e
@router.put("/accounts/{account_id}", response_model=APIResponse)
async def update_account_details(
account_id: str, update_data: AccountUpdate
) -> APIResponse:
"""Update account details (currently only name)"""
try:
# Get current account details
current_account = await database_service.get_account_details_from_db(account_id)
if not current_account:
raise HTTPException(
status_code=404, detail=f"Account {account_id} not found"
)
# Prepare updated account data
updated_account_data = current_account.copy()
if update_data.name is not None:
updated_account_data["name"] = update_data.name
# Persist updated account details
await database_service.persist_account_details(updated_account_data)
return APIResponse(
success=True,
data={"id": account_id, "name": update_data.name},
message=f"Account {account_id} name updated successfully",
)
except HTTPException:
raise
except Exception as e:
logger.error(f"Failed to update account {account_id}: {e}")
raise HTTPException(
status_code=500, detail=f"Failed to update account: {str(e)}"
) from e

View File

@@ -36,11 +36,14 @@ async def get_notification_settings() -> APIResponse:
if discord_config.get("webhook")
else None,
telegram=TelegramConfig(
token="***" if telegram_config.get("api-key") else "",
chat_id=telegram_config.get("chat-id", 0),
token="***"
if (telegram_config.get("token") or telegram_config.get("api-key"))
else "",
chat_id=telegram_config.get("chat_id")
or telegram_config.get("chat-id", 0),
enabled=telegram_config.get("enabled", True),
)
if telegram_config.get("api-key")
if (telegram_config.get("token") or telegram_config.get("api-key"))
else None,
filters=NotificationFilters(
case_insensitive=filters_config.get("case-insensitive", []),
@@ -76,8 +79,8 @@ async def update_notification_settings(settings: NotificationSettings) -> APIRes
if settings.telegram:
notifications_config["telegram"] = {
"api-key": settings.telegram.token,
"chat-id": settings.telegram.chat_id,
"token": settings.telegram.token,
"chat_id": settings.telegram.chat_id,
"enabled": settings.telegram.enabled,
}
@@ -152,12 +155,24 @@ async def get_notification_services() -> APIResponse:
"telegram": {
"name": "Telegram",
"enabled": bool(
notifications_config.get("telegram", {}).get("api-key")
and notifications_config.get("telegram", {}).get("chat-id")
(
notifications_config.get("telegram", {}).get("token")
or notifications_config.get("telegram", {}).get("api-key")
)
and (
notifications_config.get("telegram", {}).get("chat_id")
or notifications_config.get("telegram", {}).get("chat-id")
)
),
"configured": bool(
notifications_config.get("telegram", {}).get("api-key")
and notifications_config.get("telegram", {}).get("chat-id")
(
notifications_config.get("telegram", {}).get("token")
or notifications_config.get("telegram", {}).get("api-key")
)
and (
notifications_config.get("telegram", {}).get("chat_id")
or notifications_config.get("telegram", {}).get("chat-id")
)
),
"active": notifications_config.get("telegram", {}).get("enabled", True),
},

View File

@@ -3,7 +3,7 @@ from datetime import datetime, timedelta
from fastapi import APIRouter, HTTPException, Query
from loguru import logger
from leggend.api.models.common import APIResponse, PaginatedResponse
from leggend.api.models.common import APIResponse
from leggend.api.models.accounts import Transaction, TransactionSummary
from leggend.services.database_service import DatabaseService
@@ -11,13 +11,16 @@ router = APIRouter()
database_service = DatabaseService()
@router.get("/transactions", response_model=PaginatedResponse)
@router.get("/transactions", response_model=APIResponse)
async def get_all_transactions(
page: int = Query(default=1, ge=1, description="Page number (1-based)"),
per_page: int = Query(default=50, le=500, description="Items per page"),
limit: Optional[int] = Query(default=100, le=500),
offset: Optional[int] = Query(default=0, ge=0),
summary_only: bool = Query(
default=True, description="Return transaction summaries only"
),
hide_missing_ids: bool = Query(
default=True, description="Hide transactions without internalTransactionId"
),
date_from: Optional[str] = Query(
default=None, description="Filter from date (YYYY-MM-DD)"
),
@@ -34,13 +37,9 @@ async def get_all_transactions(
default=None, description="Search in transaction descriptions"
),
account_id: Optional[str] = Query(default=None, description="Filter by account ID"),
) -> PaginatedResponse:
) -> APIResponse:
"""Get all transactions from database with filtering options"""
try:
# Calculate offset from page and per_page
offset = (page - 1) * per_page
limit = per_page
# Get transactions from database instead of GoCardless API
db_transactions = await database_service.get_transactions_from_db(
account_id=account_id,
@@ -51,9 +50,21 @@ async def get_all_transactions(
min_amount=min_amount,
max_amount=max_amount,
search=search,
hide_missing_ids=hide_missing_ids,
)
# Get total count for pagination info (respecting the same filters)
total_transactions = await database_service.get_transaction_count_from_db(
account_id=account_id,
date_from=date_from,
date_to=date_to,
min_amount=min_amount,
max_amount=max_amount,
search=search,
hide_missing_ids=hide_missing_ids,
)
# Get total count for pagination info
total_transactions = await database_service.get_transaction_count_from_db(
account_id=account_id,
date_from=date_from,
@@ -69,8 +80,7 @@ async def get_all_transactions(
# Return simplified transaction summaries
data = [
TransactionSummary(
transaction_id=txn["transactionId"], # NEW: stable bank-provided ID
internal_transaction_id=txn.get("internalTransactionId"),
internal_transaction_id=txn["internalTransactionId"],
date=txn["transactionDate"],
description=txn["description"],
amount=txn["transactionValue"],
@@ -84,8 +94,7 @@ async def get_all_transactions(
# Return full transaction details
data = [
Transaction(
transaction_id=txn["transactionId"], # NEW: stable bank-provided ID
internal_transaction_id=txn.get("internalTransactionId"),
internal_transaction_id=txn["internalTransactionId"],
institution_id=txn["institutionId"],
iban=txn["iban"],
account_id=txn["accountId"],
@@ -99,19 +108,11 @@ async def get_all_transactions(
for txn in db_transactions
]
total_pages = (total_transactions + per_page - 1) // per_page
return PaginatedResponse(
actual_offset = offset or 0
return APIResponse(
success=True,
data=data,
pagination={
"total": total_transactions,
"page": page,
"per_page": per_page,
"total_pages": total_pages,
"has_next": page < total_pages,
"has_prev": page > 1,
},
message=f"Retrieved {len(data)} transactions (showing {actual_offset + 1}-{actual_offset + len(data)} of {total_transactions})",
)
except Exception as e:
@@ -125,6 +126,9 @@ async def get_all_transactions(
async def get_transaction_stats(
days: int = Query(default=30, description="Number of days to include in stats"),
account_id: Optional[str] = Query(default=None, description="Filter by account ID"),
hide_missing_ids: bool = Query(
default=True, description="Hide transactions without internalTransactionId"
),
) -> APIResponse:
"""Get transaction statistics for the last N days from database"""
try:
@@ -142,6 +146,7 @@ async def get_transaction_stats(
date_from=date_from,
date_to=date_to,
limit=None, # Get all matching transactions for stats
hide_missing_ids=hide_missing_ids,
)
# Calculate stats

View File

@@ -5,7 +5,6 @@ from pathlib import Path
from typing import Dict, Any, Optional
from loguru import logger
from leggen.utils.paths import path_manager
class Config:
@@ -24,10 +23,9 @@ class Config:
if config_path is None:
config_path = os.environ.get(
"LEGGEN_CONFIG_FILE"
"LEGGEN_CONFIG_FILE",
str(Path.home() / ".config" / "leggen" / "config.toml"),
)
if not config_path:
config_path = str(path_manager.get_config_file_path())
self._config_path = config_path
@@ -55,10 +53,9 @@ class Config:
if config_path is None:
config_path = self._config_path or os.environ.get(
"LEGGEN_CONFIG_FILE"
"LEGGEN_CONFIG_FILE",
str(Path.home() / ".config" / "leggen" / "config.toml"),
)
if not config_path:
config_path = str(path_manager.get_config_file_path())
if config_path is None:
raise ValueError("No config path specified")

View File

@@ -121,8 +121,6 @@ def create_app() -> FastAPI:
def main():
import argparse
from pathlib import Path
from leggen.utils.paths import path_manager
parser = argparse.ArgumentParser(description="Start the Leggend API service")
parser.add_argument(
@@ -134,24 +132,8 @@ def main():
parser.add_argument(
"--port", type=int, default=8000, help="Port to bind to (default: 8000)"
)
parser.add_argument(
"--config-dir",
type=Path,
help="Directory containing configuration files (default: ~/.config/leggen)",
)
parser.add_argument(
"--database",
type=Path,
help="Path to SQLite database file (default: <config-dir>/leggen.db)",
)
args = parser.parse_args()
# Set up path manager with user-provided paths
if args.config_dir:
path_manager.set_config_dir(args.config_dir)
if args.database:
path_manager.set_database_path(args.database)
if args.reload:
# Use string import for reload to work properly
uvicorn.run(

View File

@@ -6,7 +6,6 @@ from loguru import logger
from leggend.config import config
import leggen.database.sqlite as sqlite_db
from leggen.utils.paths import path_manager
class DatabaseService:
@@ -94,17 +93,8 @@ class DatabaseService:
",".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,
"internalTransactionId": transaction.get("internalTransactionId"),
"institutionId": account_info["institution_id"],
"iban": account_info.get("iban", "N/A"),
"transactionDate": min_date,
@@ -112,6 +102,7 @@ class DatabaseService:
"transactionValue": amount,
"transactionCurrency": currency,
"transactionStatus": status,
"accountId": account_id,
"rawTransaction": transaction,
}
@@ -125,6 +116,7 @@ class DatabaseService:
min_amount: Optional[float] = None,
max_amount: Optional[float] = None,
search: Optional[str] = None,
hide_missing_ids: bool = True,
) -> List[Dict[str, Any]]:
"""Get transactions from SQLite database"""
if not self.sqlite_enabled:
@@ -141,6 +133,7 @@ class DatabaseService:
min_amount=min_amount,
max_amount=max_amount,
search=search,
hide_missing_ids=hide_missing_ids,
)
logger.debug(f"Retrieved {len(transactions)} transactions from database")
return transactions
@@ -156,6 +149,7 @@ class DatabaseService:
min_amount: Optional[float] = None,
max_amount: Optional[float] = None,
search: Optional[str] = None,
hide_missing_ids: bool = True,
) -> int:
"""Get total count of transactions from SQLite database"""
if not self.sqlite_enabled:
@@ -172,7 +166,9 @@ 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 = sqlite_db.get_transaction_count(
account_id=account_id, hide_missing_ids=hide_missing_ids, **filters
)
logger.debug(f"Total transaction count: {count}")
return count
except Exception as e:
@@ -263,8 +259,6 @@ class DatabaseService:
return
await self._migrate_balance_timestamps_if_needed()
await self._migrate_null_transaction_ids_if_needed()
await self._migrate_to_composite_key_if_needed()
async def _migrate_balance_timestamps_if_needed(self):
"""Check and migrate balance timestamps if needed"""
@@ -281,7 +275,9 @@ class DatabaseService:
async def _check_balance_timestamp_migration_needed(self) -> bool:
"""Check if balance timestamps need migration"""
db_path = path_manager.get_database_path()
from pathlib import Path
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
if not db_path.exists():
return False
@@ -309,7 +305,9 @@ class DatabaseService:
async def _migrate_balance_timestamps(self):
"""Convert all Unix timestamps to datetime strings"""
db_path = path_manager.get_database_path()
from pathlib import Path
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
if not db_path.exists():
logger.warning("Database file not found, skipping migration")
return
@@ -381,307 +379,6 @@ class DatabaseService:
logger.error(f"Balance timestamp migration failed: {e}")
raise
async def _migrate_null_transaction_ids_if_needed(self):
"""Check and migrate null transaction IDs if needed"""
try:
if await self._check_null_transaction_ids_migration_needed():
logger.info("Null transaction IDs migration needed, starting...")
await self._migrate_null_transaction_ids()
logger.info("Null transaction IDs migration completed")
else:
logger.info("No null transaction IDs found to migrate")
except Exception as e:
logger.error(f"Null transaction IDs migration failed: {e}")
raise
async def _check_null_transaction_ids_migration_needed(self) -> bool:
"""Check if null transaction IDs need migration"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return False
try:
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
# Check for transactions with null or empty internalTransactionId
cursor.execute("""
SELECT COUNT(*)
FROM transactions
WHERE (internalTransactionId IS NULL OR internalTransactionId = '')
AND json_extract(rawTransaction, '$.transactionId') IS NOT NULL
""")
count = cursor.fetchone()[0]
conn.close()
return count > 0
except Exception as e:
logger.error(f"Failed to check null transaction IDs migration status: {e}")
return False
async def _migrate_null_transaction_ids(self):
"""Populate null internalTransactionId fields using transactionId from raw data"""
import uuid
db_path = path_manager.get_database_path()
if not db_path.exists():
logger.warning("Database file not found, skipping migration")
return
try:
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
# Get all transactions with null/empty internalTransactionId but valid transactionId in raw data
cursor.execute("""
SELECT rowid, json_extract(rawTransaction, '$.transactionId') as transactionId
FROM transactions
WHERE (internalTransactionId IS NULL OR internalTransactionId = '')
AND json_extract(rawTransaction, '$.transactionId') IS NOT NULL
ORDER BY rowid
""")
null_records = cursor.fetchall()
total_records = len(null_records)
if total_records == 0:
logger.info("No null transaction IDs found to migrate")
conn.close()
return
logger.info(
f"Migrating {total_records} transaction records with null internalTransactionId"
)
# Update in batches
batch_size = 100
migrated_count = 0
skipped_duplicates = 0
for i in range(0, total_records, batch_size):
batch = null_records[i : i + batch_size]
for rowid, transaction_id in batch:
try:
# Check if this transactionId is already used by another record
cursor.execute(
"SELECT COUNT(*) FROM transactions WHERE internalTransactionId = ?",
(str(transaction_id),),
)
existing_count = cursor.fetchone()[0]
if existing_count > 0:
# Generate a unique ID to avoid constraint violation
unique_id = f"{str(transaction_id)}_{uuid.uuid4().hex[:8]}"
logger.debug(
f"Generated unique ID for duplicate transactionId: {unique_id}"
)
else:
# Use the original transactionId
unique_id = str(transaction_id)
# Update the record
cursor.execute(
"""
UPDATE transactions
SET internalTransactionId = ?
WHERE rowid = ?
""",
(unique_id, rowid),
)
migrated_count += 1
if migrated_count % 100 == 0:
logger.info(
f"Migrated {migrated_count}/{total_records} transaction records"
)
except Exception as e:
logger.error(f"Failed to migrate record {rowid}: {e}")
continue
# Commit batch
conn.commit()
conn.close()
logger.info(f"Successfully migrated {migrated_count} transaction records")
if skipped_duplicates > 0:
logger.info(
f"Generated unique IDs for {skipped_duplicates} duplicate transactionIds"
)
except Exception as e:
logger.error(f"Null transaction IDs migration failed: {e}")
raise
async def _migrate_to_composite_key_if_needed(self):
"""Check and migrate to composite primary key if needed"""
try:
if await self._check_composite_key_migration_needed():
logger.info("Composite key migration needed, starting...")
await self._migrate_to_composite_key()
logger.info("Composite key migration completed")
else:
logger.info("Composite key migration not needed")
except Exception as e:
logger.error(f"Composite key migration failed: {e}")
raise
async def _check_composite_key_migration_needed(self) -> bool:
"""Check if composite key migration is needed"""
db_path = path_manager.get_database_path()
if not db_path.exists():
return False
try:
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
# Check if transactions table exists
cursor.execute(
"SELECT name FROM sqlite_master WHERE type='table' AND name='transactions'"
)
if not cursor.fetchone():
conn.close()
return False
# Check if transactions table has the old primary key structure
cursor.execute("PRAGMA table_info(transactions)")
columns = cursor.fetchall()
# Check if internalTransactionId is the primary key (old structure)
internal_transaction_id_is_pk = any(
col[1] == "internalTransactionId" and col[5] == 1 # col[5] is pk flag
for col in columns
)
# Check if we have the new composite primary key structure
has_composite_key = any(
col[1] in ["accountId", "transactionId"]
and col[5] == 1 # col[5] is pk flag
for col in columns
)
conn.close()
# Migration is needed if:
# 1. internalTransactionId is still the primary key (old structure), OR
# 2. We don't have the new composite key structure yet
return internal_transaction_id_is_pk or not has_composite_key
except Exception as e:
logger.error(f"Failed to check composite key migration status: {e}")
return False
async def _migrate_to_composite_key(self):
"""Migrate transactions table to use composite primary key (accountId, transactionId)"""
db_path = path_manager.get_database_path()
if not db_path.exists():
logger.warning("Database file not found, skipping migration")
return
try:
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
logger.info("Starting composite key migration...")
# Step 1: Create temporary table with new schema
logger.info("Creating temporary table with composite primary key...")
cursor.execute("DROP TABLE IF EXISTS transactions_temp")
cursor.execute("""
CREATE TABLE transactions_temp (
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)
)
""")
# Step 2: Insert deduplicated data (keep most recent duplicate)
logger.info("Inserting deduplicated data...")
cursor.execute("""
INSERT INTO transactions_temp
SELECT
accountId,
json_extract(rawTransaction, '$.transactionId') as transactionId,
internalTransactionId,
institutionId,
iban,
transactionDate,
description,
transactionValue,
transactionCurrency,
transactionStatus,
rawTransaction
FROM (
SELECT *,
ROW_NUMBER() OVER (
PARTITION BY accountId, json_extract(rawTransaction, '$.transactionId')
ORDER BY transactionDate DESC, rowid DESC
) as rn
FROM transactions
WHERE json_extract(rawTransaction, '$.transactionId') IS NOT NULL
AND accountId IS NOT NULL
) WHERE rn = 1
""")
# Get counts for reporting
cursor.execute("SELECT COUNT(*) FROM transactions")
old_count = cursor.fetchone()[0]
cursor.execute("SELECT COUNT(*) FROM transactions_temp")
new_count = cursor.fetchone()[0]
duplicates_removed = old_count - new_count
logger.info(
f"Migration stats: {old_count}{new_count} records ({duplicates_removed} duplicates removed)"
)
# Step 3: Replace tables
logger.info("Replacing tables...")
cursor.execute("ALTER TABLE transactions RENAME TO transactions_old")
cursor.execute("ALTER TABLE transactions_temp RENAME TO transactions")
# Step 4: Recreate indexes
logger.info("Recreating indexes...")
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)"
)
# Step 5: Cleanup
logger.info("Cleaning up...")
cursor.execute("DROP TABLE transactions_old")
conn.commit()
conn.close()
logger.info("Composite key migration completed successfully")
except Exception as e:
logger.error(f"Composite key migration failed: {e}")
raise
def _unix_to_datetime_string(self, unix_timestamp: float) -> str:
"""Convert Unix timestamp to datetime string"""
dt = datetime.fromtimestamp(unix_timestamp)
@@ -694,7 +391,10 @@ class DatabaseService:
try:
import sqlite3
db_path = path_manager.get_database_path()
from pathlib import Path
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
db_path.parent.mkdir(parents=True, exist_ok=True)
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
@@ -773,17 +473,17 @@ class DatabaseService:
import sqlite3
import json
db_path = path_manager.get_database_path()
from pathlib import Path
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
db_path.parent.mkdir(parents=True, exist_ok=True)
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
# The table should already exist with the new schema from migration
# If it doesn't exist, create it (for new installations)
# 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,
internalTransactionId TEXT PRIMARY KEY,
institutionId TEXT,
iban TEXT,
transactionDate DATETIME,
@@ -791,15 +491,15 @@ class DatabaseService:
transactionValue REAL,
transactionCurrency TEXT,
transactionStatus TEXT,
rawTransaction JSON,
PRIMARY KEY (accountId, transactionId)
accountId TEXT,
rawTransaction JSON
)"""
)
# Create indexes for better performance (if they don't exist)
# Create indexes for better performance
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_transactions_internal_id
ON transactions(internalTransactionId)"""
"""CREATE INDEX IF NOT EXISTS idx_transactions_account_id
ON transactions(accountId)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_transactions_date
@@ -814,10 +514,8 @@ class DatabaseService:
ON transactions(transactionValue)"""
)
# Prepare an SQL statement for inserting/replacing data
insert_sql = """INSERT OR REPLACE INTO transactions (
accountId,
transactionId,
# Prepare an SQL statement for inserting data
insert_sql = """INSERT INTO transactions (
internalTransactionId,
institutionId,
iban,
@@ -826,8 +524,9 @@ class DatabaseService:
transactionValue,
transactionCurrency,
transactionStatus,
accountId,
rawTransaction
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)"""
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)"""
new_transactions = []
@@ -836,9 +535,7 @@ class DatabaseService:
cursor.execute(
insert_sql,
(
transaction["accountId"],
transaction["transactionId"],
transaction.get("internalTransactionId"),
transaction["internalTransactionId"],
transaction["institutionId"],
transaction["iban"],
transaction["transactionDate"],
@@ -846,14 +543,13 @@ class DatabaseService:
transaction["transactionValue"],
transaction["transactionCurrency"],
transaction["transactionStatus"],
transaction["accountId"],
json.dumps(transaction["rawTransaction"]),
),
)
new_transactions.append(transaction)
except sqlite3.IntegrityError as e:
logger.warning(
f"Failed to insert transaction {transaction.get('transactionId')}: {e}"
)
except sqlite3.IntegrityError:
# Transaction already exists
continue
conn.commit()
@@ -872,6 +568,11 @@ class DatabaseService:
) -> None:
"""Persist account details to SQLite"""
try:
from pathlib import Path
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
db_path.parent.mkdir(parents=True, exist_ok=True)
# Use the sqlite_db module function
sqlite_db.persist_account(account_data)

View File

@@ -6,7 +6,6 @@ from typing import Dict, Any, List
from loguru import logger
from leggend.config import config
from leggen.utils.paths import path_manager
def _log_rate_limits(response):
@@ -40,8 +39,8 @@ class GoCardlessService:
if self._token:
return self._token
# Use path manager for auth file
auth_file = path_manager.get_auth_file_path()
# Use ~/.config/leggen for consistency with main config
auth_file = Path.home() / ".config" / "leggen" / "auth.json"
if auth_file.exists():
try:

View File

@@ -109,8 +109,9 @@ class NotificationService:
"""Check if Telegram notifications are enabled"""
telegram_config = self.notifications_config.get("telegram", {})
return bool(
telegram_config.get("api-key")
and telegram_config.get("chat-id")
telegram_config.get("token")
or telegram_config.get("api-key")
and (telegram_config.get("chat_id") or telegram_config.get("chat-id"))
and telegram_config.get("enabled", True)
)
@@ -173,8 +174,10 @@ class NotificationService:
ctx.obj = {
"notifications": {
"telegram": {
"api-key": telegram_config.get("api-key"),
"chat-id": telegram_config.get("chat-id"),
"api-key": telegram_config.get("token")
or telegram_config.get("api-key"),
"chat-id": telegram_config.get("chat_id")
or telegram_config.get("chat-id"),
}
}
}

View File

@@ -55,45 +55,26 @@ class SyncService:
account_id
)
# Get balances to extract currency information
# Persist account details to database
if account_details:
await self.database.persist_account_details(account_details)
# Get and save balances
balances = await self.gocardless.get_account_balances(account_id)
# Enrich account details with currency and persist
if account_details and balances:
enriched_account_details = account_details.copy()
# Extract currency from first balance
balances_list = balances.get("balances", [])
if balances_list:
first_balance = balances_list[0]
balance_amount = first_balance.get("balanceAmount", {})
currency = balance_amount.get("currency")
if currency:
enriched_account_details["currency"] = currency
# Persist enriched account details to database
await self.database.persist_account_details(
enriched_account_details
)
if balances and account_details:
# Merge account details into balances data for proper persistence
balances_with_account_info = balances.copy()
balances_with_account_info["institution_id"] = (
enriched_account_details.get("institution_id")
)
balances_with_account_info["iban"] = (
enriched_account_details.get("iban")
account_details.get("institution_id")
)
balances_with_account_info["iban"] = account_details.get("iban")
balances_with_account_info["account_status"] = (
enriched_account_details.get("status")
account_details.get("status")
)
await self.database.persist_balance(
account_id, balances_with_account_info
)
balances_updated += len(balances.get("balances", []))
elif account_details:
# Fallback: persist account details without currency if balances failed
await self.database.persist_account_details(account_details)
# Get and save transactions
transactions = await self.gocardless.get_account_transactions(

View File

@@ -1,6 +1,6 @@
[project]
name = "leggen"
version = "2025.9.10"
version = "0.6.11"
description = "An Open Banking CLI"
authors = [{ name = "Elisiário Couto", email = "elisiario@couto.io" }]
requires-python = "~=3.13.0"
@@ -88,5 +88,5 @@ markers = [
]
[[tool.mypy.overrides]]
module = ["apscheduler.*", "discord_webhook.*"]
module = ["apscheduler.*"]
ignore_missing_imports = true

View File

@@ -1,426 +0,0 @@
#!/usr/bin/env python3
"""Sample database generator for Leggen testing and development."""
import argparse
import json
import random
import sqlite3
import sys
import os
from datetime import datetime, timedelta
from pathlib import Path
from typing import List, Dict, Any
# Add the project root to the Python path
project_root = Path(__file__).parent.parent
sys.path.insert(0, str(project_root))
import click
from leggen.utils.paths import path_manager
class SampleDataGenerator:
"""Generates realistic sample data for testing Leggen."""
def __init__(self, db_path: Path):
self.db_path = db_path
self.institutions = [
{
"id": "REVOLUT_REVOLT21",
"name": "Revolut",
"bic": "REVOLT21",
"country": "LT",
},
{
"id": "BANCOBPI_BBPIPTPL",
"name": "Banco BPI",
"bic": "BBPIPTPL",
"country": "PT",
},
{
"id": "MONZO_MONZGB2L",
"name": "Monzo Bank",
"bic": "MONZGB2L",
"country": "GB",
},
{
"id": "NUBANK_NUPBBR25",
"name": "Nu Pagamentos",
"bic": "NUPBBR25",
"country": "BR",
},
]
self.transaction_types = [
{"description": "Grocery Store", "amount_range": (-150, -20), "frequency": 0.3},
{"description": "Coffee Shop", "amount_range": (-15, -3), "frequency": 0.2},
{"description": "Gas Station", "amount_range": (-80, -30), "frequency": 0.1},
{"description": "Online Shopping", "amount_range": (-200, -25), "frequency": 0.15},
{"description": "Restaurant", "amount_range": (-60, -15), "frequency": 0.15},
{"description": "Salary", "amount_range": (2500, 5000), "frequency": 0.02},
{"description": "ATM Withdrawal", "amount_range": (-200, -20), "frequency": 0.05},
{"description": "Transfer to Savings", "amount_range": (-1000, -100), "frequency": 0.03},
]
def ensure_database_dir(self):
"""Ensure database directory exists."""
self.db_path.parent.mkdir(parents=True, exist_ok=True)
def create_tables(self):
"""Create database tables."""
conn = sqlite3.connect(str(self.db_path))
cursor = conn.cursor()
# Create accounts table
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 transactions table with composite primary key
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 balances table
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
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)")
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)")
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)")
conn.commit()
conn.close()
def generate_iban(self, country_code: str) -> str:
"""Generate a realistic IBAN for the given country."""
ibans = {
"LT": lambda: f"LT{random.randint(10, 99)}{random.randint(10000, 99999)}{random.randint(10000000, 99999999)}",
"PT": lambda: f"PT{random.randint(10, 99)}{random.randint(1000, 9999)}{random.randint(1000, 9999)}{random.randint(10000000000, 99999999999)}",
"GB": lambda: f"GB{random.randint(10, 99)}MONZ{random.randint(100000, 999999)}{random.randint(100000, 999999)}",
"BR": lambda: f"BR{random.randint(10, 99)}{random.randint(10000000, 99999999)}{random.randint(1000, 9999)}{random.randint(10000000, 99999999)}",
}
return ibans.get(country_code, lambda: f"{country_code}{random.randint(1000000000000000, 9999999999999999)}")()
def generate_accounts(self, num_accounts: int = 3) -> List[Dict[str, Any]]:
"""Generate sample accounts."""
accounts = []
base_date = datetime.now() - timedelta(days=90)
for i in range(num_accounts):
institution = random.choice(self.institutions)
account_id = f"account-{i+1:03d}-{random.randint(1000, 9999)}"
account = {
"id": account_id,
"institution_id": institution["id"],
"status": "READY",
"iban": self.generate_iban(institution["country"]),
"name": f"Personal Account {i+1}",
"currency": "EUR",
"created": (base_date + timedelta(days=random.randint(0, 30))).isoformat(),
"last_accessed": (datetime.now() - timedelta(hours=random.randint(1, 48))).isoformat(),
"last_updated": datetime.now().isoformat(),
}
accounts.append(account)
return accounts
def generate_transactions(self, accounts: List[Dict[str, Any]], num_transactions_per_account: int = 50) -> List[Dict[str, Any]]:
"""Generate sample transactions for accounts."""
transactions = []
base_date = datetime.now() - timedelta(days=60)
for account in accounts:
account_transactions = []
current_balance = random.uniform(500, 3000)
for i in range(num_transactions_per_account):
# Choose transaction type based on frequency weights
transaction_type = random.choices(
self.transaction_types,
weights=[t["frequency"] for t in self.transaction_types]
)[0]
# Generate transaction amount
min_amount, max_amount = transaction_type["amount_range"]
amount = round(random.uniform(min_amount, max_amount), 2)
# Generate transaction date (more recent transactions are more likely)
days_ago = random.choices(
range(60),
weights=[1.5 ** (60 - d) for d in range(60)]
)[0]
transaction_date = base_date + timedelta(days=days_ago, hours=random.randint(6, 22), minutes=random.randint(0, 59))
# Generate transaction IDs
transaction_id = f"bank-txn-{account['id']}-{i+1:04d}"
internal_transaction_id = f"int-txn-{random.randint(100000, 999999)}"
# Create realistic descriptions
descriptions = {
"Grocery Store": ["TESCO", "SAINSBURY'S", "LIDL", "ALDI", "WALMART", "CARREFOUR"],
"Coffee Shop": ["STARBUCKS", "COSTA COFFEE", "PRET A MANGER", "LOCAL CAFE"],
"Gas Station": ["BP", "SHELL", "ESSO", "GALP", "PETROBRAS"],
"Online Shopping": ["AMAZON", "EBAY", "ZALANDO", "ASOS", "APPLE"],
"Restaurant": ["PIZZA HUT", "MCDONALD'S", "BURGER KING", "LOCAL RESTAURANT"],
"Salary": ["MONTHLY SALARY", "PAYROLL DEPOSIT", "SALARY PAYMENT"],
"ATM Withdrawal": ["ATM WITHDRAWAL", "CASH WITHDRAWAL"],
"Transfer to Savings": ["SAVINGS TRANSFER", "INVESTMENT TRANSFER"],
}
specific_descriptions = descriptions.get(transaction_type["description"], [transaction_type["description"]])
description = random.choice(specific_descriptions)
# Create raw transaction (simplified GoCardless format)
raw_transaction = {
"transactionId": transaction_id,
"bookingDate": transaction_date.strftime("%Y-%m-%d"),
"valueDate": transaction_date.strftime("%Y-%m-%d"),
"transactionAmount": {
"amount": str(amount),
"currency": account["currency"]
},
"remittanceInformationUnstructured": description,
"bankTransactionCode": "PMNT" if amount < 0 else "RCDT",
}
# Determine status (most are booked, some recent ones might be pending)
status = "pending" if days_ago < 2 and random.random() < 0.1 else "booked"
transaction = {
"accountId": account["id"],
"transactionId": transaction_id,
"internalTransactionId": internal_transaction_id,
"institutionId": account["institution_id"],
"iban": account["iban"],
"transactionDate": transaction_date.isoformat(),
"description": description,
"transactionValue": amount,
"transactionCurrency": account["currency"],
"transactionStatus": status,
"rawTransaction": raw_transaction,
}
account_transactions.append(transaction)
current_balance += amount
# Sort transactions by date for realistic ordering
account_transactions.sort(key=lambda x: x["transactionDate"])
transactions.extend(account_transactions)
return transactions
def generate_balances(self, accounts: List[Dict[str, Any]]) -> List[Dict[str, Any]]:
"""Generate sample balances for accounts."""
balances = []
for account in accounts:
# Calculate balance from transactions (simplified)
base_balance = random.uniform(500, 2000)
balance_types = ["interimAvailable", "closingBooked", "authorised"]
for balance_type in balance_types:
# Add some variation to balance types
variation = random.uniform(-50, 50) if balance_type != "interimAvailable" else 0
balance_amount = base_balance + variation
balance = {
"account_id": account["id"],
"bank": account["institution_id"],
"status": account["status"],
"iban": account["iban"],
"amount": round(balance_amount, 2),
"currency": account["currency"],
"type": balance_type,
"timestamp": datetime.now().isoformat(),
}
balances.append(balance)
return balances
def insert_data(self, accounts: List[Dict[str, Any]], transactions: List[Dict[str, Any]], balances: List[Dict[str, Any]]):
"""Insert generated data into the database."""
conn = sqlite3.connect(str(self.db_path))
cursor = conn.cursor()
# Insert accounts
for account in accounts:
cursor.execute("""
INSERT OR REPLACE INTO accounts
(id, institution_id, status, iban, name, currency, created, last_accessed, last_updated)
VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)
""", (
account["id"], account["institution_id"], account["status"], account["iban"],
account["name"], account["currency"], account["created"],
account["last_accessed"], account["last_updated"]
))
# Insert transactions
for transaction in transactions:
cursor.execute("""
INSERT OR REPLACE INTO transactions
(accountId, transactionId, internalTransactionId, institutionId, iban,
transactionDate, description, transactionValue, transactionCurrency,
transactionStatus, rawTransaction)
VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
""", (
transaction["accountId"], transaction["transactionId"],
transaction["internalTransactionId"], transaction["institutionId"],
transaction["iban"], transaction["transactionDate"], transaction["description"],
transaction["transactionValue"], transaction["transactionCurrency"],
transaction["transactionStatus"], json.dumps(transaction["rawTransaction"])
))
# Insert balances
for balance in balances:
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"]
))
conn.commit()
conn.close()
def generate_sample_database(self, num_accounts: int = 3, num_transactions_per_account: int = 50):
"""Generate complete sample database."""
click.echo(f"🗄️ Creating sample database at: {self.db_path}")
self.ensure_database_dir()
self.create_tables()
click.echo(f"👥 Generating {num_accounts} sample accounts...")
accounts = self.generate_accounts(num_accounts)
click.echo(f"💳 Generating {num_transactions_per_account} transactions per account...")
transactions = self.generate_transactions(accounts, num_transactions_per_account)
click.echo("💰 Generating account balances...")
balances = self.generate_balances(accounts)
click.echo("💾 Inserting data into database...")
self.insert_data(accounts, transactions, balances)
# Print summary
click.echo("\n✅ Sample database created successfully!")
click.echo(f"📊 Summary:")
click.echo(f" - Accounts: {len(accounts)}")
click.echo(f" - Transactions: {len(transactions)}")
click.echo(f" - Balances: {len(balances)}")
click.echo(f" - Database: {self.db_path}")
# Show account details
click.echo(f"\n📋 Sample accounts:")
for account in accounts:
institution_name = next(inst["name"] for inst in self.institutions if inst["id"] == account["institution_id"])
click.echo(f" - {account['id']} ({institution_name}) - {account['iban']}")
@click.command()
@click.option(
"--database",
type=click.Path(path_type=Path),
help="Path to database file (default: uses LEGGEN_DATABASE_PATH or ~/.config/leggen/leggen-dev.db)",
)
@click.option(
"--accounts",
type=int,
default=3,
help="Number of sample accounts to generate (default: 3)",
)
@click.option(
"--transactions",
type=int,
default=50,
help="Number of transactions per account (default: 50)",
)
@click.option(
"--force",
is_flag=True,
help="Overwrite existing database without confirmation",
)
def main(database: Path, accounts: int, transactions: int, force: bool):
"""Generate a sample database with realistic financial data for testing Leggen."""
# Determine database path
if database:
db_path = database
else:
# Use development database by default to avoid overwriting production data
import os
env_path = os.environ.get("LEGGEN_DATABASE_PATH")
if env_path:
db_path = Path(env_path)
else:
# Default to development database in config directory
db_path = path_manager.get_config_dir() / "leggen-dev.db"
# Check if database exists and ask for confirmation
if db_path.exists() and not force:
click.echo(f"⚠️ Database already exists: {db_path}")
if not click.confirm("Do you want to overwrite it?"):
click.echo("Aborted.")
return
# Generate the sample database
generator = SampleDataGenerator(db_path)
generator.generate_sample_database(accounts, transactions)
# Show usage instructions
click.echo(f"\n🚀 Usage instructions:")
click.echo(f"To use this sample database with leggen commands:")
click.echo(f" export LEGGEN_DATABASE_PATH={db_path}")
click.echo(f" leggen transactions")
click.echo(f"")
click.echo(f"To use this sample database with leggend API:")
click.echo(f" leggend --database {db_path}")
if __name__ == "__main__":
main()

View File

@@ -1,4 +1,4 @@
#!/usr/bin/env bash
#!/bin/bash
set -ef -o pipefail
@@ -13,37 +13,23 @@ check_command git
check_command git-cliff
check_command uv
# Get current date components
YEAR=$(date +%Y)
MONTH=$(date +%-m) # %-m removes zero padding
# Get the latest version for current year and month
LATEST_TAG=$(git tag -l "${YEAR}.${MONTH}.*" | sort -V | tail -n 1)
if [ -z "$LATEST_TAG" ]; then
# No version for current year/month exists, start at 0
MICRO=0
else
# Extract micro version and increment
MICRO=$(echo "$LATEST_TAG" | cut -d. -f3)
MICRO=$((MICRO + 1))
if [ -z "$1" ]; then
echo " > No semver verb specified, run release with <major|minor|patch> parameter."
exit 1
fi
NEXT_VERSION="${YEAR}.${MONTH}.${MICRO}"
CURRENT_VERSION=$(uv version --short)
CURRENT_VERSION=$(uvx poetry version -s)
echo " > Current version is $CURRENT_VERSION"
echo " > Setting new version to $NEXT_VERSION"
# Manually update version in pyproject.toml
sed -i '' "s/^version = .*/version = \"${NEXT_VERSION}\"/" pyproject.toml
uvx poetry version "$1"
NEXT_VERSION=$(uvx poetry version -s)
echo " > Version bumped to $NEXT_VERSION"
echo " > leggen bumped to $NEXT_VERSION"
echo "Updating CHANGELOG.md"
git-cliff --unreleased --tag "$NEXT_VERSION" --prepend CHANGELOG.md > /dev/null
echo " > Commiting changes and adding git tag"
git add pyproject.toml CHANGELOG.md uv.lock
git add pyproject.toml CHANGELOG.md
git commit -m "chore(ci): Bump version to $NEXT_VERSION"
git tag -a "$NEXT_VERSION" -m "$NEXT_VERSION"

View File

@@ -86,17 +86,23 @@ def api_client(fastapi_app):
@pytest.fixture
def mock_db_path(temp_db_path):
"""Mock the database path to use temporary database for testing."""
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
from pathlib import Path
# Create the expected directory structure
temp_home = temp_db_path.parent
config_dir = temp_home / ".config" / "leggen"
config_dir.mkdir(parents=True, exist_ok=True)
# Create the expected database path
expected_db_path = config_dir / "leggen.db"
# Mock Path.home to return our temp directory
def mock_home():
return temp_home
# Patch Path.home in the main pathlib module
with patch.object(Path, "home", staticmethod(mock_home)):
yield expected_db_path
@pytest.fixture

View File

@@ -176,7 +176,6 @@ class TestAccountsAPI:
"""Test successful retrieval of account transactions from database."""
mock_transactions = [
{
"transactionId": "txn-bank-123", # NEW: stable bank-provided ID
"internalTransactionId": "txn-123",
"institutionId": "REVOLUT_REVOLT21",
"iban": "LT313250081177977789",
@@ -186,7 +185,7 @@ class TestAccountsAPI:
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"transactionId": "txn-bank-123", "some": "data"},
"rawTransaction": {"some": "data"},
}
]
@@ -228,7 +227,6 @@ class TestAccountsAPI:
"""Test retrieval of full transaction details from database."""
mock_transactions = [
{
"transactionId": "txn-bank-123", # NEW: stable bank-provided ID
"internalTransactionId": "txn-123",
"institutionId": "REVOLUT_REVOLT21",
"iban": "LT313250081177977789",
@@ -238,7 +236,7 @@ class TestAccountsAPI:
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"transactionId": "txn-bank-123", "some": "raw_data"},
"rawTransaction": {"some": "raw_data"},
}
]

View File

@@ -15,7 +15,6 @@ class TestTransactionsAPI:
"""Test successful retrieval of all transactions from database."""
mock_transactions = [
{
"transactionId": "bank-txn-001", # NEW: stable bank-provided ID
"internalTransactionId": "txn-001",
"institutionId": "REVOLUT_REVOLT21",
"iban": "LT313250081177977789",
@@ -25,10 +24,9 @@ class TestTransactionsAPI:
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"transactionId": "bank-txn-001", "some": "data"},
"rawTransaction": {"some": "data"},
},
{
"transactionId": "bank-txn-002", # NEW: stable bank-provided ID
"internalTransactionId": "txn-002",
"institutionId": "REVOLUT_REVOLT21",
"iban": "LT313250081177977789",
@@ -38,7 +36,7 @@ class TestTransactionsAPI:
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"transactionId": "bank-txn-002", "other": "data"},
"rawTransaction": {"other": "data"},
},
]
@@ -75,7 +73,6 @@ class TestTransactionsAPI:
"""Test retrieval of full transaction details from database."""
mock_transactions = [
{
"transactionId": "bank-txn-001", # NEW: stable bank-provided ID
"internalTransactionId": "txn-001",
"institutionId": "REVOLUT_REVOLT21",
"iban": "LT313250081177977789",
@@ -85,7 +82,7 @@ class TestTransactionsAPI:
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"transactionId": "bank-txn-001", "some": "raw_data"},
"rawTransaction": {"some": "raw_data"},
}
]
@@ -108,7 +105,6 @@ class TestTransactionsAPI:
assert len(data["data"]) == 1
transaction = data["data"][0]
assert transaction["transaction_id"] == "bank-txn-001" # NEW: check stable ID
assert transaction["internal_transaction_id"] == "txn-001"
assert transaction["institution_id"] == "REVOLUT_REVOLT21"
assert transaction["iban"] == "LT313250081177977789"
@@ -120,7 +116,6 @@ class TestTransactionsAPI:
"""Test getting transactions with various filters."""
mock_transactions = [
{
"transactionId": "bank-txn-001", # NEW: stable bank-provided ID
"internalTransactionId": "txn-001",
"institutionId": "REVOLUT_REVOLT21",
"iban": "LT313250081177977789",
@@ -130,7 +125,7 @@ class TestTransactionsAPI:
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"transactionId": "bank-txn-001", "some": "data"},
"rawTransaction": {"some": "data"},
}
]
@@ -153,8 +148,8 @@ class TestTransactionsAPI:
"min_amount=-50.0&"
"max_amount=0.0&"
"search=Coffee&"
"page=2&"
"per_page=10"
"limit=10&"
"offset=5"
)
assert response.status_code == 200
@@ -165,12 +160,13 @@ class TestTransactionsAPI:
mock_get_transactions.assert_called_once_with(
account_id="test-account-123",
limit=10,
offset=10, # (page-1) * per_page = (2-1) * 10 = 10
offset=5,
date_from="2025-09-01",
date_to="2025-09-02",
min_amount=-50.0,
max_amount=0.0,
search="Coffee",
hide_missing_ids=True,
)
def test_get_transactions_empty_result(
@@ -194,9 +190,7 @@ class TestTransactionsAPI:
data = response.json()
assert data["success"] is True
assert len(data["data"]) == 0
assert data["pagination"]["total"] == 0
assert data["pagination"]["page"] == 1
assert data["pagination"]["total_pages"] == 0
assert "0 transactions" in data["message"]
def test_get_transactions_database_error(
self, api_client, mock_config, mock_auth_token

View File

@@ -1,162 +0,0 @@
"""Integration tests for configurable paths."""
import pytest
import tempfile
import os
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."""
pass
@pytest.mark.unit
class TestConfigurablePaths:
"""Test configurable path management."""
def test_default_paths(self):
"""Test that default paths are correctly set."""
# Reset path manager
original_config = path_manager._config_dir
original_db = path_manager._database_path
try:
path_manager._config_dir = None
path_manager._database_path = None
# Test defaults
config_dir = path_manager.get_config_dir()
db_path = path_manager.get_database_path()
assert config_dir == Path.home() / ".config" / "leggen"
assert db_path == Path.home() / ".config" / "leggen" / "leggen.db"
finally:
path_manager._config_dir = original_config
path_manager._database_path = original_db
def test_environment_variables(self):
"""Test that environment variables override defaults."""
with tempfile.TemporaryDirectory() as tmpdir:
test_config_dir = Path(tmpdir) / "test-config"
test_db_path = Path(tmpdir) / "test.db"
with patch.dict(os.environ, {
'LEGGEN_CONFIG_DIR': str(test_config_dir),
'LEGGEN_DATABASE_PATH': str(test_db_path)
}):
# Reset path manager to pick up environment variables
original_config = path_manager._config_dir
original_db = path_manager._database_path
try:
path_manager._config_dir = None
path_manager._database_path = None
config_dir = path_manager.get_config_dir()
db_path = path_manager.get_database_path()
assert config_dir == test_config_dir
assert db_path == test_db_path
finally:
path_manager._config_dir = original_config
path_manager._database_path = original_db
def test_explicit_path_setting(self):
"""Test explicitly setting paths."""
with tempfile.TemporaryDirectory() as tmpdir:
test_config_dir = Path(tmpdir) / "explicit-config"
test_db_path = Path(tmpdir) / "explicit.db"
# Save original paths
original_config = path_manager._config_dir
original_db = path_manager._database_path
try:
# Set explicit paths
path_manager.set_config_dir(test_config_dir)
path_manager.set_database_path(test_db_path)
assert path_manager.get_config_dir() == test_config_dir
assert path_manager.get_database_path() == test_db_path
assert path_manager.get_config_file_path() == test_config_dir / "config.toml"
assert path_manager.get_auth_file_path() == test_config_dir / "auth.json"
finally:
# Restore original paths
path_manager._config_dir = original_config
path_manager._database_path = original_db
def test_database_operations_with_custom_path(self):
"""Test that database operations work with custom paths."""
with tempfile.NamedTemporaryFile(suffix=".db", delete=False) as tmp_file:
test_db_path = Path(tmp_file.name)
# Save original database path
original_db = path_manager._database_path
try:
# 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",
"iban": "TEST_IBAN",
"amount": 1000.0,
"currency": "EUR",
"type": "available",
"timestamp": "2023-01-01T00:00:00",
}
# Persist balance
persist_balances(ctx, balance)
# Retrieve balances
balances = get_balances()
assert len(balances) == 1
assert balances[0]["account_id"] == "test-account"
assert balances[0]["amount"] == 1000.0
# Verify database file exists at custom location
assert test_db_path.exists()
finally:
# Restore original path and cleanup
path_manager._database_path = original_db
if test_db_path.exists():
test_db_path.unlink()
def test_directory_creation(self):
"""Test that directories are created as needed."""
with tempfile.TemporaryDirectory() as tmpdir:
test_config_dir = Path(tmpdir) / "new" / "config" / "dir"
test_db_path = Path(tmpdir) / "new" / "db" / "dir" / "test.db"
# Save original paths
original_config = path_manager._config_dir
original_db = path_manager._database_path
try:
# Set paths to non-existent directories
path_manager.set_config_dir(test_config_dir)
path_manager.set_database_path(test_db_path)
# Ensure directories are created
path_manager.ensure_config_dir_exists()
path_manager.ensure_database_dir_exists()
assert test_config_dir.exists()
assert test_db_path.parent.exists()
finally:
# Restore original paths
path_manager._config_dir = original_config
path_manager._database_path = original_db

View File

@@ -18,8 +18,6 @@ def sample_transactions_db_format():
"""Sample transactions in database format."""
return [
{
"accountId": "test-account-123",
"transactionId": "txn-001",
"internalTransactionId": "txn-001",
"institutionId": "REVOLUT_REVOLT21",
"iban": "LT313250081177977789",
@@ -28,11 +26,10 @@ def sample_transactions_db_format():
"transactionValue": -10.50,
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"rawTransaction": {"transactionId": "txn-001", "some": "data"},
"accountId": "test-account-123",
"rawTransaction": {"some": "data"},
},
{
"accountId": "test-account-123",
"transactionId": "txn-002",
"internalTransactionId": "txn-002",
"institutionId": "REVOLUT_REVOLT21",
"iban": "LT313250081177977789",
@@ -41,7 +38,8 @@ def sample_transactions_db_format():
"transactionValue": -45.30,
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"rawTransaction": {"transactionId": "txn-002", "other": "data"},
"accountId": "test-account-123",
"rawTransaction": {"other": "data"},
},
]
@@ -101,6 +99,7 @@ class TestDatabaseService:
min_amount=None,
max_amount=None,
search=None,
hide_missing_ids=True,
)
async def test_get_transactions_from_db_with_filters(
@@ -131,6 +130,7 @@ class TestDatabaseService:
min_amount=-50.0,
max_amount=0.0,
search="Coffee",
hide_missing_ids=True,
)
async def test_get_transactions_from_db_sqlite_disabled(self, database_service):
@@ -160,7 +160,9 @@ class TestDatabaseService:
)
assert result == 42
mock_get_count.assert_called_once_with(account_id="test-account-123")
mock_get_count.assert_called_once_with(
account_id="test-account-123", hide_missing_ids=True
)
async def test_get_transaction_count_from_db_with_filters(self, database_service):
"""Test getting transaction count with filters."""
@@ -180,6 +182,7 @@ class TestDatabaseService:
date_from="2025-09-01",
min_amount=-100.0,
search="Coffee",
hide_missing_ids=True,
)
async def test_get_transaction_count_from_db_sqlite_disabled(
@@ -353,7 +356,6 @@ class TestDatabaseService:
"booked": [
{
"internalTransactionId": "txn-001",
"transactionId": "txn-001",
"bookingDate": "2025-09-01",
"transactionAmount": {"amount": "-10.50", "currency": "EUR"},
"remittanceInformationUnstructured": "Coffee Shop",
@@ -362,7 +364,6 @@ class TestDatabaseService:
"pending": [
{
"internalTransactionId": "txn-002",
"transactionId": "txn-002",
"bookingDate": "2025-09-02",
"transactionAmount": {"amount": "-25.00", "currency": "EUR"},
"remittanceInformationUnstructured": "Gas Station",
@@ -379,14 +380,12 @@ class TestDatabaseService:
# Check booked transaction
booked_txn = next(t for t in result if t["transactionStatus"] == "booked")
assert booked_txn["transactionId"] == "txn-001"
assert booked_txn["internalTransactionId"] == "txn-001"
assert booked_txn["transactionValue"] == -10.50
assert booked_txn["description"] == "Coffee Shop"
# Check pending transaction
pending_txn = next(t for t in result if t["transactionStatus"] == "pending")
assert pending_txn["transactionId"] == "txn-002"
assert pending_txn["internalTransactionId"] == "txn-002"
assert pending_txn["transactionValue"] == -25.00
assert pending_txn["description"] == "Gas Station"
@@ -422,7 +421,6 @@ class TestDatabaseService:
"booked": [
{
"internalTransactionId": "txn-001",
"transactionId": "txn-001",
"bookingDate": "2025-09-01",
"transactionAmount": {"amount": "-10.50", "currency": "EUR"},
"remittanceInformationUnstructuredArray": ["Line 1", "Line 2"],

View File

@@ -21,18 +21,14 @@ def temp_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
"""Mock the home database path to use temp file."""
config_dir = temp_db_path.parent / ".config" / "leggen"
config_dir.mkdir(parents=True, exist_ok=True)
db_file = config_dir / "leggen.db"
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = temp_db_path.parent
yield db_file
@pytest.fixture
@@ -40,7 +36,6 @@ 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",
@@ -50,10 +45,9 @@ def sample_transactions():
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"transactionId": "bank-txn-001", "some": "data"},
"rawTransaction": {"some": "data"},
},
{
"transactionId": "bank-txn-002", # NEW: stable bank-provided ID
"internalTransactionId": "txn-002",
"institutionId": "REVOLUT_REVOLT21",
"iban": "LT313250081177977789",
@@ -63,7 +57,7 @@ def sample_transactions():
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"transactionId": "bank-txn-002", "other": "data"},
"rawTransaction": {"other": "data"},
},
]
@@ -94,14 +88,18 @@ class TestSQLiteDatabase:
"""Test persisting transactions to database."""
ctx = MockContext()
# Persist transactions
new_transactions = sqlite_db.persist_transactions(
ctx, "test-account-123", sample_transactions
)
# Mock the database path
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
# Should return all transactions as new
assert len(new_transactions) == 2
assert new_transactions[0]["internalTransactionId"] == "txn-001"
# 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
@@ -109,34 +107,40 @@ class TestSQLiteDatabase:
"""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
)
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
# 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
# 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 return none (all duplicates)
assert len(new_transactions_2) == 0
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)
with patch("pathlib.Path.home") as mock_home:
mock_home.return_value = mock_home_db_path.parent / ".."
# Get all transactions
transactions = sqlite_db.get_transactions()
# Insert test data
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
assert len(transactions) == 2
assert (
transactions[0]["internalTransactionId"] == "txn-002"
) # Ordered by date DESC
assert transactions[1]["internalTransactionId"] == "txn-001"
# 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

149
uv.lock generated
View File

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