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21 Commits

Author SHA1 Message Date
Elisiário Couto
0c030efef2 chore(ci): Bump version to 2025.9.8 2025-09-11 18:50:09 +01:00
copilot-swe-agent[bot]
e4e04ea34e feat: update CI workflow to use Node.js 20 instead of 18
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-11 18:48:01 +01:00
copilot-swe-agent[bot]
f4bf549b99 fix: change branch name from develop to dev in CI workflow
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-11 18:48:01 +01:00
copilot-swe-agent[bot]
8cc4f567f8 Update README with CI/CD pipeline information
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-11 18:48:01 +01:00
copilot-swe-agent[bot]
a939b841f3 Add GitHub Actions CI workflow and enhance release workflow
Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>
2025-09-11 18:48:01 +01:00
Elisiário Couto
caa43e8eb0 chore(ci): Bump version to 2025.9.7 2025-09-11 14:26:40 +01:00
Elisiário Couto
0a8750ea36 Fix tests. 2025-09-11 14:26:20 +01:00
Elisiário Couto
2d6800eff8 feat: improve transactions API pagination and search
- Update backend /transactions endpoint to use PaginatedResponse
- Change from limit/offset to page/per_page parameters for consistency
- Implement server-side pagination with proper metadata
- Add search debouncing to prevent excessive API calls (300ms delay)
- Add First/Last page buttons to pagination controls
- Fix pagination state reset when filters return 0 results
- Reset pagination to page 1 when filters are applied
- Add visual loading indicator during search debouncing
- Update frontend types and API client to handle new response structure
- Fix TypeScript errors and improve type safety
2025-09-11 14:13:58 +01:00
Elisiário Couto
544527f282 feat(frontend): implement TanStack Table for transactions view
- Add @tanstack/react-table package for advanced table functionality
- Create new TransactionsTable component with sorting, pagination, and filtering
- Implement column sorting for description, amount, and date
- Add pagination with configurable page sizes (10, 25, 50, 100)
- Implement global search across multiple fields (description, creditor, debtor, reference)
- Add quick date filters (Last 7 days, Last 30 days, This month)
- Add amount range filtering (min/max)
- Ensure mobile responsiveness with proper table layout
- Integrate RawTransactionModal with table actions
- Replace TransactionsList with TransactionsTable in routes
- Fix table freezing issue by removing conflicting filtering logic
- Optimize performance with TanStack Table's built-in state management
2025-09-11 12:39:42 +01:00
Elisiário Couto
91020e32ea fix: Simplify notification settings and fix notification test on dashboard. 2025-09-11 12:16:47 +01:00
Elisiário Couto
5a823d62f0 chore(ci): Bump version to 2025.9.6 2025-09-10 23:37:08 +01:00
Elisiário Couto
a00d6ce2ce feat(db): migrate transactions table to composite primary key
- Change primary key from internalTransactionId to (accountId, transactionId)
- Add transactionId as stable bank-provided identifier
- Update INSERT to INSERT OR REPLACE for upsert behavior
- Update migration detection logic for composite key structure
- Update tests to include transactionId in sample data
2025-09-10 23:36:09 +01:00
Elisiário Couto
f47644e8c6 chore(ci): Bump version to 2025.9.5 2025-09-10 23:17:19 +01:00
Elisiário Couto
c0ee21d6fa fix: correct composite key migration check
- Fix _check_composite_key_migration_needed to properly check if internalTransactionId is the primary key
- Use PRAGMA table_info pk flag instead of just checking column existence
- This ensures migration only runs when internalTransactionId is actually the primary key
2025-09-10 23:16:42 +01:00
Elisiário Couto
7dd33084f5 chore(ci): Bump version to 2025.9.4 2025-09-10 22:55:24 +01:00
Elisiário Couto
ca41b7af0a feat(frontend): implement TanStack Router with mobile sidebar
- Install and configure TanStack Router for type-safe routing
- Create route structure with __root.tsx layout and individual route files
- Implement mobile-responsive sidebar with collapse functionality
- Add clickable logo in sidebar that navigates to overview page
- Extract Header and Sidebar components from Dashboard for reusability
- Configure Vite with TanStack Router plugin for development
- Update main.tsx to use RouterProvider instead of direct App rendering
- Maintain existing TanStack Query integration seamlessly
- Add proper TypeScript types for all route components
- Implement responsive design with mobile overlay and hamburger menu

This replaces the tab-based navigation with URL-based routing while
maintaining the same user experience and adding powerful features like:
- Bookmarkable URLs (/transactions, /analytics, /notifications)
- Browser back/forward button support
- Direct linking capabilities
- Mobile-responsive sidebar with smooth animations
- Type-safe navigation with auto-completion
2025-09-10 22:45:01 +01:00
Elisiário Couto
aa97f36819 feat(frontend): add account name editing functionality
- Add AccountUpdate interface to TypeScript types
- Add updateAccount method to API client for PUT /api/v1/accounts/{id}
- Implement inline editing UI in AccountsOverview component
- Add edit/save/cancel buttons with proper state management
- Handle keyboard shortcuts (Enter to save, Escape to cancel)
- Add loading states and error handling for account updates
- Use React Query mutations for optimistic updates
- Refresh account data after successful updates

This enables users to edit account names directly in the Accounts view
using the new API endpoint that was added in the backend.
2025-09-10 22:07:32 +01:00
Elisiário Couto
d9c50d1298 feat(api): add currency extraction and account name updates
- Extract currency from balances and populate account currency field
- Add PUT /api/v1/accounts/{account_id} endpoint for updating account names
- Add AccountUpdate Pydantic model for request validation
- Modify sync service to enrich account details with balance currency

This resolves the issue where account currency and name fields were NULL
by extracting currency from GoCardless balance data and providing an API
endpoint for manual account name updates.
2025-09-10 21:48:07 +01:00
Elisiário Couto
61fafecb78 feat(frontend): adapt to composite key transaction structure
- Update Transaction interface to include stable transaction_id field
- Modify TransactionsList to use stable transaction_id for React keys
- Update API models to handle new transactionId field from database
- Fix API routes to properly map transaction_id in responses
- Update test mocks to include transactionId field
- Ensure backward compatibility with internal_transaction_id

This adapts the frontend to work with the new composite primary key
(accountId, transactionId) structure that prevents duplicate transactions.
2025-09-10 21:11:26 +01:00
Elisiário Couto
13e92ccd34 fix(api): resolve duplicate transactions with composite key migration
- Migrate transactions table to use (accountId, transactionId) composite primary key
- Replace unstable internalTransactionId with stable bank-provided transactionId
- Update persistence logic to use INSERT OR REPLACE for automatic conflict resolution
- Maintain API compatibility by preserving internalTransactionId field
- Update tests to match new transaction processing format

This resolves the issue where GoCardless returns different internalTransactionId
values for the same transaction across sync operations, causing duplicates.
2025-09-10 20:00:43 +01:00
Elisiário Couto
433ba3faf9 feat(web): Add modal to view raw transaction. 2025-09-10 19:57:38 +01:00
38 changed files with 3066 additions and 306 deletions

55
.github/workflows/ci.yml vendored Normal file
View File

@@ -0,0 +1,55 @@
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

@@ -133,3 +133,34 @@ jobs:
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

View File

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

View File

@@ -1,4 +1,141 @@
## 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

View File

@@ -357,6 +357,10 @@ 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

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@@ -12,6 +12,9 @@
"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",
@@ -23,6 +26,7 @@
},
"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",

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@@ -1,4 +1,5 @@
import { useQuery } from "@tanstack/react-query";
import { useState } from "react";
import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query";
import {
CreditCard,
TrendingUp,
@@ -6,6 +7,9 @@ import {
Building2,
RefreshCw,
AlertCircle,
Edit2,
Check,
X,
} from "lucide-react";
import { apiClient } from "../lib/api";
import { formatCurrency, formatDate } from "../lib/utils";
@@ -28,6 +32,43 @@ 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">
@@ -167,17 +208,70 @@ export default function AccountsOverview() {
<div className="p-3 bg-gray-100 rounded-full">
<Building2 className="h-6 w-6 text-gray-600" />
</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 className="flex-1">
{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-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">
{account.institution_id} {account.status}
</p>
</div>
) : (
<div>
<div className="flex items-center space-x-2">
<h4 className="text-lg font-medium text-gray-900">
{account.name || "Unnamed Account"}
</h4>
<button
onClick={() => handleEditStart(account)}
className="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">
{account.institution_id} {account.status}
</p>
{account.iban && (
<p className="text-xs text-gray-500 mt-1">
IBAN: {account.iban}
</p>
)}
</div>
)}
</div>
</div>

View File

@@ -0,0 +1,70 @@
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,
service: testService.toLowerCase(),
message: testMessage,
});
};
@@ -113,7 +113,7 @@ export default function Notifications() {
`Are you sure you want to delete the ${serviceName} notification service?`,
)
) {
deleteServiceMutation.mutate(serviceName);
deleteServiceMutation.mutate(serviceName.toLowerCase());
}
};

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@@ -0,0 +1,120 @@
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>
);
}

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@@ -0,0 +1,106 @@
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

@@ -9,11 +9,13 @@ import {
RefreshCw,
AlertCircle,
X,
Eye,
} from "lucide-react";
import { apiClient } from "../lib/api";
import { formatCurrency, formatDate } from "../lib/utils";
import LoadingSpinner from "./LoadingSpinner";
import type { Account, Transaction } from "../types/api";
import RawTransactionModal from "./RawTransactionModal";
import type { Account, Transaction, ApiResponse } from "../types/api";
export default function TransactionsList() {
const [searchTerm, setSearchTerm] = useState("");
@@ -21,6 +23,9 @@ 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"],
@@ -28,44 +33,49 @@ export default function TransactionsList() {
});
const {
data: transactions,
data: transactionsResponse,
isLoading: transactionsLoading,
error: transactionsError,
refetch: refetchTransactions,
} = useQuery<Transaction[]>({
} = useQuery<ApiResponse<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 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 transactions = transactionsResponse?.data || [];
const description = transaction.description || "";
const creditorName = transaction.creditor_name || "";
const debtorName = transaction.debtor_name || "";
const reference = transaction.reference || "";
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 matchesSearch =
searchTerm === "" ||
description.toLowerCase().includes(searchTerm.toLowerCase()) ||
creditorName.toLowerCase().includes(searchTerm.toLowerCase()) ||
debtorName.toLowerCase().includes(searchTerm.toLowerCase()) ||
reference.toLowerCase().includes(searchTerm.toLowerCase());
const description = transaction.description || "";
const creditorName = transaction.creditor_name || "";
const debtorName = transaction.debtor_name || "";
const reference = transaction.reference || "";
return matchesSearch;
});
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;
},
);
const clearFilters = () => {
setSearchTerm("");
@@ -74,6 +84,16 @@ 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;
@@ -244,18 +264,15 @@ export default function TransactionsList() {
</div>
) : (
<div className="bg-white rounded-lg shadow divide-y divide-gray-200">
{filteredTransactions.map((transaction) => {
{filteredTransactions.map((transaction: Transaction) => {
const account = accounts?.find(
(acc) => acc.id === transaction.account_id,
);
const isPositive = transaction.amount > 0;
const isPositive = transaction.transaction_value > 0;
return (
<div
key={
transaction.internal_transaction_id ||
`${transaction.account_id}-${transaction.date}-${transaction.amount}`
}
key={`${transaction.account_id}-${transaction.transaction_id}`}
className="p-6 hover:bg-gray-50 transition-colors"
>
<div className="flex items-start justify-between">
@@ -308,21 +325,35 @@ 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.amount, transaction.currency)}
{formatCurrency(
transaction.transaction_value,
transaction.transaction_currency,
)}
</p>
<p className="text-sm text-gray-500">
{transaction.date
? formatDate(transaction.date)
{transaction.transaction_date
? formatDate(transaction.transaction_date)
: "No date"}
</p>
{transaction.booking_date &&
transaction.booking_date !== transaction.date && (
transaction.booking_date !==
transaction.transaction_date && (
<p className="text-xs text-gray-400">
Booked: {formatDate(transaction.booking_date)}
</p>
@@ -334,6 +365,14 @@ export default function TransactionsList() {
})}
</div>
)}
{/* Raw Transaction Modal */}
<RawTransactionModal
isOpen={showRawModal}
onClose={handleCloseModal}
rawTransaction={selectedTransaction?.raw_transaction}
transactionId={selectedTransaction?.transaction_id || "unknown"}
/>
</div>
);
}

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@@ -0,0 +1,765 @@
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 md:grid-cols-4 gap-4">
{/* Search */}
<div>
<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 md: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>
{/* Table */}
<div className="bg-white rounded-lg shadow overflow-hidden">
<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>
{/* Pagination */}
{pagination && (
<div className="bg-white px-4 py-3 flex items-center justify-between border-t border-gray-200 sm:px-6">
<div className="flex-1 flex justify-between 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>
<div className="hidden sm:flex-1 sm:flex 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

@@ -9,6 +9,7 @@ import type {
NotificationService,
NotificationServicesResponse,
HealthData,
AccountUpdate,
} from "../types/api";
// Use VITE_API_URL for development, relative URLs for production
@@ -34,6 +35,18 @@ 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/${id}`,
updates,
);
return response.data.data;
},
// Get all balances
getBalances: async (): Promise<Balance[]> => {
const response = await api.get<ApiResponse<Balance[]>>("/balances");
@@ -56,21 +69,25 @@ export const apiClient = {
page?: number;
perPage?: number;
search?: string;
}): Promise<Transaction[]> => {
summaryOnly?: boolean;
}): Promise<ApiResponse<Transaction[]>> => {
const queryParams = new URLSearchParams();
if (params?.accountId) queryParams.append("account_id", params.accountId);
if (params?.startDate) queryParams.append("start_date", params.startDate);
if (params?.endDate) queryParams.append("end_date", params.endDate);
if (params?.startDate) queryParams.append("date_from", params.startDate);
if (params?.endDate) queryParams.append("date_to", params.endDate);
if (params?.page) queryParams.append("page", params.page.toString());
if (params?.perPage)
queryParams.append("per_page", params.perPage.toString());
if (params?.search) queryParams.append("search", params.search);
if (params?.summaryOnly !== undefined) {
queryParams.append("summary_only", params.summaryOnly.toString());
}
const response = await api.get<ApiResponse<Transaction[]>>(
`/transactions?${queryParams.toString()}`,
);
return response.data.data;
return response.data;
},
// Get transaction by ID

View File

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

View File

@@ -0,0 +1,113 @@
/* 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

@@ -0,0 +1,33 @@
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

@@ -0,0 +1,10 @@
import { createFileRoute } from "@tanstack/react-router";
export const Route = createFileRoute("/analytics")({
component: () => (
<div className="bg-white rounded-lg shadow p-6">
<h3 className="text-lg font-medium text-gray-900 mb-4">Analytics</h3>
<p className="text-gray-600">Analytics dashboard coming soon...</p>
</div>
),
});

View File

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

View File

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

View File

@@ -0,0 +1,11 @@
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

@@ -17,15 +17,60 @@ 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 {
internal_transaction_id: string | null;
transaction_id: string; // NEW: stable bank-provided transaction ID
internal_transaction_id: string | null; // OLD: unstable GoCardless ID
account_id: string;
amount: number;
currency: string;
transaction_value: number;
transaction_currency: string;
description: string;
date: string;
status: string;
transaction_date: string;
transaction_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;
@@ -34,6 +79,8 @@ 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)
@@ -77,6 +124,14 @@ 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> {

View File

@@ -1,7 +1,8 @@
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: [react()],
plugins: [TanStackRouterVite(), react()],
});

View File

@@ -118,7 +118,9 @@ def persist_transactions(ctx: click.Context, account: str, transactions: list) -
# Create the transactions table if it doesn't exist
cursor.execute(
"""CREATE TABLE IF NOT EXISTS transactions (
internalTransactionId TEXT PRIMARY KEY,
accountId TEXT NOT NULL,
transactionId TEXT NOT NULL,
internalTransactionId TEXT,
institutionId TEXT,
iban TEXT,
transactionDate DATETIME,
@@ -126,15 +128,15 @@ def persist_transactions(ctx: click.Context, account: str, transactions: list) -
transactionValue REAL,
transactionCurrency TEXT,
transactionStatus TEXT,
accountId TEXT,
rawTransaction JSON
rawTransaction JSON,
PRIMARY KEY (accountId, transactionId)
)"""
)
# Create indexes for better performance
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_transactions_account_id
ON transactions(accountId)"""
"""CREATE INDEX IF NOT EXISTS idx_transactions_internal_id
ON transactions(internalTransactionId)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_transactions_date
@@ -153,7 +155,9 @@ def persist_transactions(ctx: click.Context, account: str, transactions: list) -
duplicates_count = 0
# Prepare an SQL statement for inserting data
insert_sql = """INSERT INTO transactions (
insert_sql = """INSERT OR REPLACE INTO transactions (
accountId,
transactionId,
internalTransactionId,
institutionId,
iban,
@@ -162,9 +166,8 @@ def persist_transactions(ctx: click.Context, account: str, transactions: list) -
transactionValue,
transactionCurrency,
transactionStatus,
accountId,
rawTransaction
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)"""
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)"""
new_transactions = []
@@ -173,7 +176,9 @@ def persist_transactions(ctx: click.Context, account: str, transactions: list) -
cursor.execute(
insert_sql,
(
transaction["internalTransactionId"],
transaction["accountId"],
transaction["transactionId"],
transaction.get("internalTransactionId"),
transaction["institutionId"],
transaction["iban"],
transaction["transactionDate"],
@@ -181,7 +186,6 @@ def persist_transactions(ctx: click.Context, account: str, transactions: list) -
transaction["transactionValue"],
transaction["transactionCurrency"],
transaction["transactionStatus"],
transaction["accountId"],
json.dumps(transaction["rawTransaction"]),
),
)

View File

@@ -33,10 +33,20 @@ 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"""
internal_transaction_id: Optional[str] = None
transaction_id: str # NEW: stable bank-provided transaction ID
internal_transaction_id: Optional[str] = None # OLD: unstable GoCardless ID
institution_id: str
iban: Optional[str] = None
account_id: str
@@ -54,6 +64,7 @@ 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

@@ -8,6 +8,7 @@ from leggend.api.models.accounts import (
AccountBalance,
Transaction,
TransactionSummary,
AccountUpdate,
)
from leggend.services.database_service import DatabaseService
@@ -243,7 +244,8 @@ async def get_account_transactions(
# Return simplified transaction summaries
data = [
TransactionSummary(
internal_transaction_id=txn["internalTransactionId"],
transaction_id=txn["transactionId"], # NEW: stable bank-provided ID
internal_transaction_id=txn.get("internalTransactionId"),
date=txn["transactionDate"],
description=txn["description"],
amount=txn["transactionValue"],
@@ -257,7 +259,8 @@ async def get_account_transactions(
# Return full transaction details
data = [
Transaction(
internal_transaction_id=txn["internalTransactionId"],
transaction_id=txn["transactionId"], # NEW: stable bank-provided ID
internal_transaction_id=txn.get("internalTransactionId"),
institution_id=txn["institutionId"],
iban=txn["iban"],
account_id=txn["accountId"],
@@ -285,3 +288,40 @@ 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

@@ -36,14 +36,11 @@ async def get_notification_settings() -> APIResponse:
if discord_config.get("webhook")
else None,
telegram=TelegramConfig(
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),
token="***" if telegram_config.get("api-key") else "",
chat_id=telegram_config.get("chat-id", 0),
enabled=telegram_config.get("enabled", True),
)
if (telegram_config.get("token") or telegram_config.get("api-key"))
if telegram_config.get("api-key")
else None,
filters=NotificationFilters(
case_insensitive=filters_config.get("case-insensitive", []),
@@ -79,8 +76,8 @@ async def update_notification_settings(settings: NotificationSettings) -> APIRes
if settings.telegram:
notifications_config["telegram"] = {
"token": settings.telegram.token,
"chat_id": settings.telegram.chat_id,
"api-key": settings.telegram.token,
"chat-id": settings.telegram.chat_id,
"enabled": settings.telegram.enabled,
}
@@ -155,24 +152,12 @@ async def get_notification_services() -> APIResponse:
"telegram": {
"name": "Telegram",
"enabled": bool(
(
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")
)
notifications_config.get("telegram", {}).get("api-key")
and notifications_config.get("telegram", {}).get("chat-id")
),
"configured": bool(
(
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")
)
notifications_config.get("telegram", {}).get("api-key")
and 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
from leggend.api.models.common import APIResponse, PaginatedResponse
from leggend.api.models.accounts import Transaction, TransactionSummary
from leggend.services.database_service import DatabaseService
@@ -11,10 +11,10 @@ router = APIRouter()
database_service = DatabaseService()
@router.get("/transactions", response_model=APIResponse)
@router.get("/transactions", response_model=PaginatedResponse)
async def get_all_transactions(
limit: Optional[int] = Query(default=100, le=500),
offset: Optional[int] = Query(default=0, ge=0),
page: int = Query(default=1, ge=1, description="Page number (1-based)"),
per_page: int = Query(default=50, le=500, description="Items per page"),
summary_only: bool = Query(
default=True, description="Return transaction summaries only"
),
@@ -34,9 +34,13 @@ async def get_all_transactions(
default=None, description="Search in transaction descriptions"
),
account_id: Optional[str] = Query(default=None, description="Filter by account ID"),
) -> APIResponse:
) -> PaginatedResponse:
"""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,
@@ -59,23 +63,14 @@ async def get_all_transactions(
search=search,
)
# Get total count for pagination info
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,
)
data: Union[List[TransactionSummary], List[Transaction]]
if summary_only:
# Return simplified transaction summaries
data = [
TransactionSummary(
internal_transaction_id=txn["internalTransactionId"],
transaction_id=txn["transactionId"], # NEW: stable bank-provided ID
internal_transaction_id=txn.get("internalTransactionId"),
date=txn["transactionDate"],
description=txn["description"],
amount=txn["transactionValue"],
@@ -89,7 +84,8 @@ async def get_all_transactions(
# Return full transaction details
data = [
Transaction(
internal_transaction_id=txn["internalTransactionId"],
transaction_id=txn["transactionId"], # NEW: stable bank-provided ID
internal_transaction_id=txn.get("internalTransactionId"),
institution_id=txn["institutionId"],
iban=txn["iban"],
account_id=txn["accountId"],
@@ -103,11 +99,19 @@ async def get_all_transactions(
for txn in db_transactions
]
actual_offset = offset or 0
return APIResponse(
total_pages = (total_transactions + per_page - 1) // per_page
return PaginatedResponse(
success=True,
data=data,
message=f"Retrieved {len(data)} transactions (showing {actual_offset + 1}-{actual_offset + len(data)} of {total_transactions})",
pagination={
"total": total_transactions,
"page": page,
"per_page": per_page,
"total_pages": total_pages,
"has_next": page < total_pages,
"has_prev": page > 1,
},
)
except Exception as e:

View File

@@ -93,13 +93,17 @@ class DatabaseService:
",".join(transaction.get("remittanceInformationUnstructuredArray", [])),
)
# Extract transaction ID, using transactionId as fallback when internalTransactionId is missing
transaction_id = transaction.get("internalTransactionId") or transaction.get(
"transactionId"
)
# 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 {
"internalTransactionId": transaction_id,
"accountId": account_id,
"transactionId": transaction_id,
"internalTransactionId": internal_transaction_id,
"institutionId": account_info["institution_id"],
"iban": account_info.get("iban", "N/A"),
"transactionDate": min_date,
@@ -107,7 +111,6 @@ class DatabaseService:
"transactionValue": amount,
"transactionCurrency": currency,
"transactionStatus": status,
"accountId": account_id,
"rawTransaction": transaction,
}
@@ -260,6 +263,7 @@ class DatabaseService:
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"""
@@ -519,6 +523,175 @@ class DatabaseService:
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"""
from pathlib import Path
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
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)"""
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
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)
@@ -620,10 +793,13 @@ class DatabaseService:
conn = sqlite3.connect(str(db_path))
cursor = conn.cursor()
# Create the transactions table if it doesn't exist
# The table should already exist with the new schema from migration
# If it doesn't exist, create it (for new installations)
cursor.execute(
"""CREATE TABLE IF NOT EXISTS transactions (
internalTransactionId TEXT PRIMARY KEY,
accountId TEXT NOT NULL,
transactionId TEXT NOT NULL,
internalTransactionId TEXT,
institutionId TEXT,
iban TEXT,
transactionDate DATETIME,
@@ -631,15 +807,15 @@ class DatabaseService:
transactionValue REAL,
transactionCurrency TEXT,
transactionStatus TEXT,
accountId TEXT,
rawTransaction JSON
rawTransaction JSON,
PRIMARY KEY (accountId, transactionId)
)"""
)
# Create indexes for better performance
# Create indexes for better performance (if they don't exist)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_transactions_account_id
ON transactions(accountId)"""
"""CREATE INDEX IF NOT EXISTS idx_transactions_internal_id
ON transactions(internalTransactionId)"""
)
cursor.execute(
"""CREATE INDEX IF NOT EXISTS idx_transactions_date
@@ -654,8 +830,10 @@ class DatabaseService:
ON transactions(transactionValue)"""
)
# Prepare an SQL statement for inserting data
insert_sql = """INSERT INTO transactions (
# Prepare an SQL statement for inserting/replacing data
insert_sql = """INSERT OR REPLACE INTO transactions (
accountId,
transactionId,
internalTransactionId,
institutionId,
iban,
@@ -664,9 +842,8 @@ class DatabaseService:
transactionValue,
transactionCurrency,
transactionStatus,
accountId,
rawTransaction
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)"""
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)"""
new_transactions = []
@@ -675,7 +852,9 @@ class DatabaseService:
cursor.execute(
insert_sql,
(
transaction["internalTransactionId"],
transaction["accountId"],
transaction["transactionId"],
transaction.get("internalTransactionId"),
transaction["institutionId"],
transaction["iban"],
transaction["transactionDate"],
@@ -683,13 +862,14 @@ class DatabaseService:
transaction["transactionValue"],
transaction["transactionCurrency"],
transaction["transactionStatus"],
transaction["accountId"],
json.dumps(transaction["rawTransaction"]),
),
)
new_transactions.append(transaction)
except sqlite3.IntegrityError:
# Transaction already exists
except sqlite3.IntegrityError as e:
logger.warning(
f"Failed to insert transaction {transaction.get('transactionId')}: {e}"
)
continue
conn.commit()

View File

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

View File

@@ -55,26 +55,45 @@ class SyncService:
account_id
)
# Persist account details to database
if account_details:
await self.database.persist_account_details(account_details)
# Get and save balances
# Get balances to extract currency information
balances = await self.gocardless.get_account_balances(account_id)
if balances and account_details:
# 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
)
# Merge account details into balances data for proper persistence
balances_with_account_info = balances.copy()
balances_with_account_info["institution_id"] = (
account_details.get("institution_id")
enriched_account_details.get("institution_id")
)
balances_with_account_info["iban"] = (
enriched_account_details.get("iban")
)
balances_with_account_info["iban"] = account_details.get("iban")
balances_with_account_info["account_status"] = (
account_details.get("status")
enriched_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 = "2025.9.3"
version = "2025.9.8"
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.*"]
module = ["apscheduler.*", "discord_webhook.*"]
ignore_missing_imports = true

View File

@@ -176,6 +176,7 @@ 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",
@@ -185,7 +186,7 @@ class TestAccountsAPI:
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"some": "data"},
"rawTransaction": {"transactionId": "txn-bank-123", "some": "data"},
}
]
@@ -227,6 +228,7 @@ 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",
@@ -236,7 +238,7 @@ class TestAccountsAPI:
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"some": "raw_data"},
"rawTransaction": {"transactionId": "txn-bank-123", "some": "raw_data"},
}
]

View File

@@ -15,6 +15,7 @@ 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",
@@ -24,9 +25,10 @@ class TestTransactionsAPI:
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"some": "data"},
"rawTransaction": {"transactionId": "bank-txn-001", "some": "data"},
},
{
"transactionId": "bank-txn-002", # NEW: stable bank-provided ID
"internalTransactionId": "txn-002",
"institutionId": "REVOLUT_REVOLT21",
"iban": "LT313250081177977789",
@@ -36,7 +38,7 @@ class TestTransactionsAPI:
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"other": "data"},
"rawTransaction": {"transactionId": "bank-txn-002", "other": "data"},
},
]
@@ -73,6 +75,7 @@ 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",
@@ -82,7 +85,7 @@ class TestTransactionsAPI:
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"some": "raw_data"},
"rawTransaction": {"transactionId": "bank-txn-001", "some": "raw_data"},
}
]
@@ -105,6 +108,7 @@ 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"
@@ -116,6 +120,7 @@ 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",
@@ -125,7 +130,7 @@ class TestTransactionsAPI:
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"some": "data"},
"rawTransaction": {"transactionId": "bank-txn-001", "some": "data"},
}
]
@@ -148,8 +153,8 @@ class TestTransactionsAPI:
"min_amount=-50.0&"
"max_amount=0.0&"
"search=Coffee&"
"limit=10&"
"offset=5"
"page=2&"
"per_page=10"
)
assert response.status_code == 200
@@ -160,7 +165,7 @@ class TestTransactionsAPI:
mock_get_transactions.assert_called_once_with(
account_id="test-account-123",
limit=10,
offset=5,
offset=10, # (page-1) * per_page = (2-1) * 10 = 10
date_from="2025-09-01",
date_to="2025-09-02",
min_amount=-50.0,
@@ -189,7 +194,9 @@ class TestTransactionsAPI:
data = response.json()
assert data["success"] is True
assert len(data["data"]) == 0
assert "0 transactions" in data["message"]
assert data["pagination"]["total"] == 0
assert data["pagination"]["page"] == 1
assert data["pagination"]["total_pages"] == 0
def test_get_transactions_database_error(
self, api_client, mock_config, mock_auth_token

View File

@@ -18,6 +18,8 @@ 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",
@@ -26,10 +28,11 @@ def sample_transactions_db_format():
"transactionValue": -10.50,
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"some": "data"},
"rawTransaction": {"transactionId": "txn-001", "some": "data"},
},
{
"accountId": "test-account-123",
"transactionId": "txn-002",
"internalTransactionId": "txn-002",
"institutionId": "REVOLUT_REVOLT21",
"iban": "LT313250081177977789",
@@ -38,8 +41,7 @@ def sample_transactions_db_format():
"transactionValue": -45.30,
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"other": "data"},
"rawTransaction": {"transactionId": "txn-002", "other": "data"},
},
]
@@ -351,6 +353,7 @@ class TestDatabaseService:
"booked": [
{
"internalTransactionId": "txn-001",
"transactionId": "txn-001",
"bookingDate": "2025-09-01",
"transactionAmount": {"amount": "-10.50", "currency": "EUR"},
"remittanceInformationUnstructured": "Coffee Shop",
@@ -359,6 +362,7 @@ class TestDatabaseService:
"pending": [
{
"internalTransactionId": "txn-002",
"transactionId": "txn-002",
"bookingDate": "2025-09-02",
"transactionAmount": {"amount": "-25.00", "currency": "EUR"},
"remittanceInformationUnstructured": "Gas Station",
@@ -375,12 +379,14 @@ 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"
@@ -416,6 +422,7 @@ 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

@@ -36,6 +36,7 @@ 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",
@@ -45,9 +46,10 @@ def sample_transactions():
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"some": "data"},
"rawTransaction": {"transactionId": "bank-txn-001", "some": "data"},
},
{
"transactionId": "bank-txn-002", # NEW: stable bank-provided ID
"internalTransactionId": "txn-002",
"institutionId": "REVOLUT_REVOLT21",
"iban": "LT313250081177977789",
@@ -57,7 +59,7 @@ def sample_transactions():
"transactionCurrency": "EUR",
"transactionStatus": "booked",
"accountId": "test-account-123",
"rawTransaction": {"other": "data"},
"rawTransaction": {"transactionId": "bank-txn-002", "other": "data"},
},
]
@@ -120,8 +122,8 @@ class TestSQLiteDatabase:
# 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
# Second time should also return all (INSERT OR REPLACE behavior with composite key)
assert len(new_transactions_2) == 2
def test_get_transactions_all(self, mock_home_db_path, sample_transactions):
"""Test retrieving all transactions."""

149
uv.lock generated
View File

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