mirror of
https://github.com/elisiariocouto/leggen.git
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2
.gitignore
vendored
2
.gitignore
vendored
@@ -162,3 +162,5 @@ docker-compose.dev.yml
|
||||
nocodb/
|
||||
sql/
|
||||
leggen.db
|
||||
*.db
|
||||
config.toml
|
||||
|
||||
66
AGENTS.md
66
AGENTS.md
@@ -1,5 +1,55 @@
|
||||
# Agent Guidelines for Leggen
|
||||
|
||||
## Quick Setup for Development
|
||||
|
||||
### Prerequisites
|
||||
- **uv** must be installed for Python dependency management (can be installed via `pip install uv`)
|
||||
- **Configuration file**: Copy `config.example.toml` to `config.toml` before running any commands:
|
||||
```bash
|
||||
cp config.example.toml config.toml
|
||||
```
|
||||
|
||||
### Generate Mock Database
|
||||
The leggen CLI provides a command to generate a mock database for testing:
|
||||
|
||||
```bash
|
||||
# Generate sample database with default settings (3 accounts, 50 transactions each)
|
||||
uv run leggen --config config.toml generate_sample_db --database /path/to/test.db --force
|
||||
|
||||
# Custom configuration
|
||||
uv run leggen --config config.toml generate_sample_db --database ./test-data.db --accounts 5 --transactions 100 --force
|
||||
```
|
||||
|
||||
The command outputs instructions for setting the required environment variable to use the generated database.
|
||||
|
||||
### Start the API Server
|
||||
1. Install uv if not already installed: `pip install uv`
|
||||
2. Set the database environment variable to point to your generated mock database:
|
||||
```bash
|
||||
export LEGGEN_DATABASE_PATH=/path/to/your/generated/database.db
|
||||
```
|
||||
3. Ensure the API can find the configuration file (choose one):
|
||||
```bash
|
||||
# Option 1: Copy config to the expected location
|
||||
mkdir -p ~/.config/leggen && cp config.toml ~/.config/leggen/config.toml
|
||||
|
||||
# Option 2: Set environment variable to current config file
|
||||
export LEGGEN_CONFIG_FILE=./config.toml
|
||||
```
|
||||
4. Start the API server:
|
||||
```bash
|
||||
uv run leggend
|
||||
```
|
||||
- For development mode with auto-reload: `uv run leggend --reload`
|
||||
- API will be available at `http://localhost:8000` with docs at `http://localhost:8000/docs`
|
||||
|
||||
### Start the Frontend
|
||||
1. Navigate to the frontend directory: `cd frontend`
|
||||
2. Install npm dependencies: `npm install`
|
||||
3. Start the development server: `npm run dev`
|
||||
- Frontend will be available at `http://localhost:3000`
|
||||
- The frontend is configured to connect to the API at `http://localhost:8000/api/v1`
|
||||
|
||||
## Build/Lint/Test Commands
|
||||
|
||||
### Frontend (React/TypeScript)
|
||||
@@ -37,6 +87,20 @@
|
||||
|
||||
### General
|
||||
- **Formatting**: ruff for Python, ESLint for TypeScript
|
||||
- **Commits**: Use conventional commits, run pre-commit hooks before pushing
|
||||
- **Commits**: Use conventional commits with optional scopes, run pre-commit hooks before pushing
|
||||
- Format: `type(scope): Description starting with uppercase and ending with period.`
|
||||
- Scopes: `cli`, `api`, `frontend` (optional)
|
||||
- Types: `feat`, `fix`, `refactor` (avoid too many different types)
|
||||
- Examples:
|
||||
- `feat(frontend): Add support for S3 backups.`
|
||||
- `fix(api): Resolve authentication timeout issues.`
|
||||
- `refactor(cli): Improve error handling for missing config.`
|
||||
- Avoid including specific numbers, counts, or data-dependent information that may become outdated
|
||||
- **Security**: Never log sensitive data, use environment variables for secrets
|
||||
|
||||
## Contributing Guidelines
|
||||
|
||||
This repository follows conventional changelog practices. Refer to `CONTRIBUTING.md` for detailed contribution guidelines including:
|
||||
- Commit message format and scoping
|
||||
- Release process using `scripts/release.sh`
|
||||
- Pre-commit hooks setup with `pre-commit install`
|
||||
|
||||
56
CHANGELOG.md
56
CHANGELOG.md
@@ -1,4 +1,60 @@
|
||||
|
||||
## 2025.9.10 (2025/09/13)
|
||||
|
||||
### Miscellaneous Tasks
|
||||
|
||||
- **frontend:** Update dependencies. ([06cf02f4](https://github.com/elisiariocouto/leggen/commit/06cf02f43ff72e4e01692e3a94a06be48d9acb1f))
|
||||
|
||||
|
||||
|
||||
## 2025.9.10 (2025/09/13)
|
||||
|
||||
### Miscellaneous Tasks
|
||||
|
||||
- **frontend:** Update dependencies. ([06cf02f4](https://github.com/elisiariocouto/leggen/commit/06cf02f43ff72e4e01692e3a94a06be48d9acb1f))
|
||||
|
||||
|
||||
|
||||
## 2025.9.9 (2025/09/11)
|
||||
|
||||
### Bug Fixes
|
||||
|
||||
- **core:** Handle permission errors gracefully in database path creation. ([4006dd12](https://github.com/elisiariocouto/leggen/commit/4006dd128e0896b338cb93fad60a1eca90c1873d))
|
||||
|
||||
|
||||
### Features
|
||||
|
||||
- **frontend:** Improve transactions table mobile UX with responsive card layout ([1e94333d](https://github.com/elisiariocouto/leggen/commit/1e94333d8f0275542ae7fd6e49fb8b7f03ad3d11))
|
||||
- **frontend:** Improve transactions table mobile UX with responsive card layout ([1c901a9d](https://github.com/elisiariocouto/leggen/commit/1c901a9ddab0f6515dce56df8cce74518805a6bb))
|
||||
- Remove config.toml file - should be created when needed ([a5d10b35](https://github.com/elisiariocouto/leggen/commit/a5d10b3539e7cfc649b0fee05b12c4a03681e135))
|
||||
|
||||
|
||||
### Refactor
|
||||
|
||||
- **core:** Integrate directory creation with database path retrieval and remove backup file. ([7d9744a4](https://github.com/elisiariocouto/leggen/commit/7d9744a40e7898e5bbe52e2e9f54317aa5c1cdd6))
|
||||
|
||||
|
||||
|
||||
## 2025.9.9 (2025/09/11)
|
||||
|
||||
### Bug Fixes
|
||||
|
||||
- **core:** Handle permission errors gracefully in database path creation. ([4006dd12](https://github.com/elisiariocouto/leggen/commit/4006dd128e0896b338cb93fad60a1eca90c1873d))
|
||||
|
||||
|
||||
### Features
|
||||
|
||||
- **frontend:** Improve transactions table mobile UX with responsive card layout ([1e94333d](https://github.com/elisiariocouto/leggen/commit/1e94333d8f0275542ae7fd6e49fb8b7f03ad3d11))
|
||||
- **frontend:** Improve transactions table mobile UX with responsive card layout ([1c901a9d](https://github.com/elisiariocouto/leggen/commit/1c901a9ddab0f6515dce56df8cce74518805a6bb))
|
||||
- Remove config.toml file - should be created when needed ([a5d10b35](https://github.com/elisiariocouto/leggen/commit/a5d10b3539e7cfc649b0fee05b12c4a03681e135))
|
||||
|
||||
|
||||
### Refactor
|
||||
|
||||
- **core:** Integrate directory creation with database path retrieval and remove backup file. ([7d9744a4](https://github.com/elisiariocouto/leggen/commit/7d9744a40e7898e5bbe52e2e9f54317aa5c1cdd6))
|
||||
|
||||
|
||||
|
||||
## 2025.9.8 (2025/09/11)
|
||||
|
||||
### Bug Fixes
|
||||
|
||||
549
frontend/package-lock.json
generated
549
frontend/package-lock.json
generated
@@ -20,6 +20,7 @@
|
||||
"postcss": "^8.5.6",
|
||||
"react": "^19.1.1",
|
||||
"react-dom": "^19.1.1",
|
||||
"recharts": "^3.2.0",
|
||||
"tailwindcss": "^3.4.17"
|
||||
},
|
||||
"devDependencies": {
|
||||
@@ -1161,9 +1162,9 @@
|
||||
"license": "MIT"
|
||||
},
|
||||
"node_modules/@jridgewell/trace-mapping": {
|
||||
"version": "0.3.30",
|
||||
"resolved": "https://registry.npmjs.org/@jridgewell/trace-mapping/-/trace-mapping-0.3.30.tgz",
|
||||
"integrity": "sha512-GQ7Nw5G2lTu/BtHTKfXhKHok2WGetd4XYcVKGx00SjAk8GMwgJM3zr6zORiPGuOE+/vkc90KtTosSSvaCjKb2Q==",
|
||||
"version": "0.3.31",
|
||||
"resolved": "https://registry.npmjs.org/@jridgewell/trace-mapping/-/trace-mapping-0.3.31.tgz",
|
||||
"integrity": "sha512-zzNR+SdQSDJzc8joaeP8QQoCQr8NuYx2dIIytl1QeBEZHJ9uW6hebsrYgbz8hJwUQao3TWCMtmfV8Nu1twOLAw==",
|
||||
"license": "MIT",
|
||||
"dependencies": {
|
||||
"@jridgewell/resolve-uri": "^3.1.0",
|
||||
@@ -1215,6 +1216,32 @@
|
||||
"node": ">=14"
|
||||
}
|
||||
},
|
||||
"node_modules/@reduxjs/toolkit": {
|
||||
"version": "2.9.0",
|
||||
"resolved": "https://registry.npmjs.org/@reduxjs/toolkit/-/toolkit-2.9.0.tgz",
|
||||
"integrity": "sha512-fSfQlSRu9Z5yBkvsNhYF2rPS8cGXn/TZVrlwN1948QyZ8xMZ0JvP50S2acZNaf+o63u6aEeMjipFyksjIcWrog==",
|
||||
"license": "MIT",
|
||||
"dependencies": {
|
||||
"@standard-schema/spec": "^1.0.0",
|
||||
"@standard-schema/utils": "^0.3.0",
|
||||
"immer": "^10.0.3",
|
||||
"redux": "^5.0.1",
|
||||
"redux-thunk": "^3.1.0",
|
||||
"reselect": "^5.1.0"
|
||||
},
|
||||
"peerDependencies": {
|
||||
"react": "^16.9.0 || ^17.0.0 || ^18 || ^19",
|
||||
"react-redux": "^7.2.1 || ^8.1.3 || ^9.0.0"
|
||||
},
|
||||
"peerDependenciesMeta": {
|
||||
"react": {
|
||||
"optional": true
|
||||
},
|
||||
"react-redux": {
|
||||
"optional": true
|
||||
}
|
||||
}
|
||||
},
|
||||
"node_modules/@rolldown/pluginutils": {
|
||||
"version": "1.0.0-beta.34",
|
||||
"resolved": "https://registry.npmjs.org/@rolldown/pluginutils/-/pluginutils-1.0.0-beta.34.tgz",
|
||||
@@ -1516,6 +1543,18 @@
|
||||
"win32"
|
||||
]
|
||||
},
|
||||
"node_modules/@standard-schema/spec": {
|
||||
"version": "1.0.0",
|
||||
"resolved": "https://registry.npmjs.org/@standard-schema/spec/-/spec-1.0.0.tgz",
|
||||
"integrity": "sha512-m2bOd0f2RT9k8QJx1JN85cZYyH1RqFBdlwtkSlf4tBDYLCiiZnv1fIIwacK6cqwXavOydf0NPToMQgpKq+dVlA==",
|
||||
"license": "MIT"
|
||||
},
|
||||
"node_modules/@standard-schema/utils": {
|
||||
"version": "0.3.0",
|
||||
"resolved": "https://registry.npmjs.org/@standard-schema/utils/-/utils-0.3.0.tgz",
|
||||
"integrity": "sha512-e7Mew686owMaPJVNNLs55PUvgz371nKgwsc4vxE49zsODpJEnxgxRo2y/OKrqueavXgZNMDVj3DdHFlaSAeU8g==",
|
||||
"license": "MIT"
|
||||
},
|
||||
"node_modules/@tailwindcss/forms": {
|
||||
"version": "0.5.10",
|
||||
"resolved": "https://registry.npmjs.org/@tailwindcss/forms/-/forms-0.5.10.tgz",
|
||||
@@ -1542,9 +1581,9 @@
|
||||
}
|
||||
},
|
||||
"node_modules/@tanstack/query-core": {
|
||||
"version": "5.87.1",
|
||||
"resolved": "https://registry.npmjs.org/@tanstack/query-core/-/query-core-5.87.1.tgz",
|
||||
"integrity": "sha512-HOFHVvhOCprrWvtccSzc7+RNqpnLlZ5R6lTmngb8aq7b4rc2/jDT0w+vLdQ4lD9bNtQ+/A4GsFXy030Gk4ollA==",
|
||||
"version": "5.87.4",
|
||||
"resolved": "https://registry.npmjs.org/@tanstack/query-core/-/query-core-5.87.4.tgz",
|
||||
"integrity": "sha512-uNsg6zMxraEPDVO2Bn+F3/ctHi+Zsk+MMpcN8h6P7ozqD088F6mFY5TfGM7zuyIrL7HKpDyu6QHfLWiDxh3cuw==",
|
||||
"license": "MIT",
|
||||
"funding": {
|
||||
"type": "github",
|
||||
@@ -1552,12 +1591,12 @@
|
||||
}
|
||||
},
|
||||
"node_modules/@tanstack/react-query": {
|
||||
"version": "5.87.1",
|
||||
"resolved": "https://registry.npmjs.org/@tanstack/react-query/-/react-query-5.87.1.tgz",
|
||||
"integrity": "sha512-YKauf8jfMowgAqcxj96AHs+Ux3m3bWT1oSVKamaRPXSnW2HqSznnTCEkAVqctF1e/W9R/mPcyzzINIgpOH94qg==",
|
||||
"version": "5.87.4",
|
||||
"resolved": "https://registry.npmjs.org/@tanstack/react-query/-/react-query-5.87.4.tgz",
|
||||
"integrity": "sha512-T5GT/1ZaNsUXf5I3RhcYuT17I4CPlbZgyLxc/ZGv7ciS6esytlbjb3DgUFO6c8JWYMDpdjSWInyGZUErgzqhcA==",
|
||||
"license": "MIT",
|
||||
"dependencies": {
|
||||
"@tanstack/query-core": "5.87.1"
|
||||
"@tanstack/query-core": "5.87.4"
|
||||
},
|
||||
"funding": {
|
||||
"type": "github",
|
||||
@@ -1568,14 +1607,14 @@
|
||||
}
|
||||
},
|
||||
"node_modules/@tanstack/react-router": {
|
||||
"version": "1.131.36",
|
||||
"resolved": "https://registry.npmjs.org/@tanstack/react-router/-/react-router-1.131.36.tgz",
|
||||
"integrity": "sha512-9tglm3Rf9qkANBIyYLbGlOjNj7GDBr0jOEOaADfwiGV3Ua3P562MGn7nHUOrfRfA6u2MCg0EKJ+LH7AeWxAqkg==",
|
||||
"version": "1.131.41",
|
||||
"resolved": "https://registry.npmjs.org/@tanstack/react-router/-/react-router-1.131.41.tgz",
|
||||
"integrity": "sha512-QEbTYpAosiD8e4qEZRr9aJipGSb8pQc+pfZwK6NCD2Tcxwu2oF6MVtwv0bIDLRpZP0VJMBpxXlTRISUDNMNqIA==",
|
||||
"license": "MIT",
|
||||
"dependencies": {
|
||||
"@tanstack/history": "1.131.2",
|
||||
"@tanstack/react-store": "^0.7.0",
|
||||
"@tanstack/router-core": "1.131.36",
|
||||
"@tanstack/router-core": "1.131.41",
|
||||
"isbot": "^5.1.22",
|
||||
"tiny-invariant": "^1.3.3",
|
||||
"tiny-warning": "^1.0.3"
|
||||
@@ -1631,12 +1670,12 @@
|
||||
}
|
||||
},
|
||||
"node_modules/@tanstack/router-cli": {
|
||||
"version": "1.131.36",
|
||||
"resolved": "https://registry.npmjs.org/@tanstack/router-cli/-/router-cli-1.131.36.tgz",
|
||||
"integrity": "sha512-rr5NLHJhREqdPqDgfeHc63jneYoOuQLyh6oL8dH1kVaEQ/1ESPc/MYDriIyj4S5ZnMS0RJPj1dfgRUd0t7mxGA==",
|
||||
"version": "1.131.41",
|
||||
"resolved": "https://registry.npmjs.org/@tanstack/router-cli/-/router-cli-1.131.41.tgz",
|
||||
"integrity": "sha512-EpLnnCwwCd94HRCWHoa1GZGtIWIffx4rPBb6gbWm4cvyEIGV2Gq+27vL2OEw819/elxyBQmG2RrPB8+7dfVACw==",
|
||||
"license": "MIT",
|
||||
"dependencies": {
|
||||
"@tanstack/router-generator": "1.131.36",
|
||||
"@tanstack/router-generator": "1.131.41",
|
||||
"chokidar": "^3.6.0",
|
||||
"yargs": "^17.7.2"
|
||||
},
|
||||
@@ -1652,9 +1691,9 @@
|
||||
}
|
||||
},
|
||||
"node_modules/@tanstack/router-core": {
|
||||
"version": "1.131.36",
|
||||
"resolved": "https://registry.npmjs.org/@tanstack/router-core/-/router-core-1.131.36.tgz",
|
||||
"integrity": "sha512-faGrKwrJBjJDxbcyeaOXgQcyccmzIGkwk+tnFeJuMTnH5OMfArykYnTZ9BxIrlOY2Mori9DXmYKMlig6mVqmGA==",
|
||||
"version": "1.131.41",
|
||||
"resolved": "https://registry.npmjs.org/@tanstack/router-core/-/router-core-1.131.41.tgz",
|
||||
"integrity": "sha512-VoLly00DWM0abKuVPRm8wiwGtRBHOKs6K896fy48Q/KYoDVLs8kRCRjFGS7rGnYC2FIkmmvHqYRqNg7jgCx2yg==",
|
||||
"license": "MIT",
|
||||
"dependencies": {
|
||||
"@tanstack/history": "1.131.2",
|
||||
@@ -1674,12 +1713,12 @@
|
||||
}
|
||||
},
|
||||
"node_modules/@tanstack/router-generator": {
|
||||
"version": "1.131.36",
|
||||
"resolved": "https://registry.npmjs.org/@tanstack/router-generator/-/router-generator-1.131.36.tgz",
|
||||
"integrity": "sha512-Rl1Q2DFcAFXaYSvHQwO+HKmp5zSBz8D3qZl+fJ0a0w4/2I+Km1xwjzDwBUkFVNJtTUor40uU76SYJzV0/9s1tw==",
|
||||
"version": "1.131.41",
|
||||
"resolved": "https://registry.npmjs.org/@tanstack/router-generator/-/router-generator-1.131.41.tgz",
|
||||
"integrity": "sha512-HsDkBU1u/KvHrzn76v/9oeyMFuxvVlE3dfIu4fldZbPy/i903DWBwODIDGe6fVUsYtzPPrRvNtbjV18HVz5GCA==",
|
||||
"license": "MIT",
|
||||
"dependencies": {
|
||||
"@tanstack/router-core": "1.131.36",
|
||||
"@tanstack/router-core": "1.131.41",
|
||||
"@tanstack/router-utils": "1.131.2",
|
||||
"@tanstack/virtual-file-routes": "1.131.2",
|
||||
"prettier": "^3.5.0",
|
||||
@@ -1697,9 +1736,9 @@
|
||||
}
|
||||
},
|
||||
"node_modules/@tanstack/router-plugin": {
|
||||
"version": "1.131.36",
|
||||
"resolved": "https://registry.npmjs.org/@tanstack/router-plugin/-/router-plugin-1.131.36.tgz",
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|
||||
"@types/d3-shape": "^3.1.0",
|
||||
"@types/d3-time": "^3.0.0",
|
||||
"@types/d3-timer": "^3.0.0",
|
||||
"d3-array": "^3.1.6",
|
||||
"d3-ease": "^3.0.1",
|
||||
"d3-interpolate": "^3.0.1",
|
||||
"d3-scale": "^4.0.2",
|
||||
"d3-shape": "^3.1.0",
|
||||
"d3-time": "^3.0.0",
|
||||
"d3-timer": "^3.0.1"
|
||||
}
|
||||
},
|
||||
"node_modules/vite": {
|
||||
"version": "7.1.5",
|
||||
"resolved": "https://registry.npmjs.org/vite/-/vite-7.1.5.tgz",
|
||||
|
||||
@@ -22,6 +22,7 @@
|
||||
"postcss": "^8.5.6",
|
||||
"react": "^19.1.1",
|
||||
"react-dom": "^19.1.1",
|
||||
"recharts": "^3.2.0",
|
||||
"tailwindcss": "^3.4.17"
|
||||
},
|
||||
"devDependencies": {
|
||||
|
||||
@@ -16,6 +16,40 @@ import { formatCurrency, formatDate } from "../lib/utils";
|
||||
import LoadingSpinner from "./LoadingSpinner";
|
||||
import type { Account, Balance } from "../types/api";
|
||||
|
||||
// Helper function to get status indicator color and styles
|
||||
const getStatusIndicator = (status: string) => {
|
||||
const statusLower = status.toLowerCase();
|
||||
|
||||
switch (statusLower) {
|
||||
case 'ready':
|
||||
return {
|
||||
color: 'bg-green-500',
|
||||
tooltip: 'Ready',
|
||||
};
|
||||
case 'pending':
|
||||
return {
|
||||
color: 'bg-yellow-500',
|
||||
tooltip: 'Pending',
|
||||
};
|
||||
case 'error':
|
||||
case 'failed':
|
||||
return {
|
||||
color: 'bg-red-500',
|
||||
tooltip: 'Error',
|
||||
};
|
||||
case 'inactive':
|
||||
return {
|
||||
color: 'bg-gray-500',
|
||||
tooltip: 'Inactive',
|
||||
};
|
||||
default:
|
||||
return {
|
||||
color: 'bg-blue-500',
|
||||
tooltip: status,
|
||||
};
|
||||
}
|
||||
};
|
||||
|
||||
export default function AccountsOverview() {
|
||||
const {
|
||||
data: accounts,
|
||||
@@ -201,14 +235,15 @@ export default function AccountsOverview() {
|
||||
return (
|
||||
<div
|
||||
key={account.id}
|
||||
className="p-6 hover:bg-gray-50 transition-colors"
|
||||
className="p-4 sm:p-6 hover:bg-gray-50 transition-colors"
|
||||
>
|
||||
<div className="flex items-center justify-between">
|
||||
<div className="flex items-center space-x-4">
|
||||
<div className="p-3 bg-gray-100 rounded-full">
|
||||
<Building2 className="h-6 w-6 text-gray-600" />
|
||||
{/* Mobile layout - stack vertically */}
|
||||
<div className="flex flex-col sm:flex-row sm:items-center sm:justify-between gap-3 sm:gap-4">
|
||||
<div className="flex items-start sm:items-center space-x-3 sm:space-x-4 min-w-0 flex-1">
|
||||
<div className="flex-shrink-0 p-2 sm:p-3 bg-gray-100 rounded-full">
|
||||
<Building2 className="h-5 w-5 sm:h-6 sm:w-6 text-gray-600" />
|
||||
</div>
|
||||
<div className="flex-1">
|
||||
<div className="flex-1 min-w-0">
|
||||
{editingAccountId === account.id ? (
|
||||
<div className="space-y-2">
|
||||
<div className="flex items-center space-x-2">
|
||||
@@ -216,7 +251,7 @@ export default function AccountsOverview() {
|
||||
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"
|
||||
className="flex-1 px-3 py-1 text-base sm:text-lg font-medium border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
|
||||
placeholder="Account name"
|
||||
name="search"
|
||||
autoComplete="off"
|
||||
@@ -245,29 +280,29 @@ export default function AccountsOverview() {
|
||||
<X className="h-4 w-4" />
|
||||
</button>
|
||||
</div>
|
||||
<p className="text-sm text-gray-600">
|
||||
{account.institution_id} • {account.status}
|
||||
<p className="text-sm text-gray-600 truncate">
|
||||
{account.institution_id}
|
||||
</p>
|
||||
</div>
|
||||
) : (
|
||||
<div>
|
||||
<div className="flex items-center space-x-2">
|
||||
<h4 className="text-lg font-medium text-gray-900">
|
||||
<div className="flex items-center space-x-2 min-w-0">
|
||||
<h4 className="text-base sm:text-lg font-medium text-gray-900 truncate">
|
||||
{account.name || "Unnamed Account"}
|
||||
</h4>
|
||||
<button
|
||||
onClick={() => handleEditStart(account)}
|
||||
className="p-1 text-gray-400 hover:text-gray-600 transition-colors"
|
||||
className="flex-shrink-0 p-1 text-gray-400 hover:text-gray-600 transition-colors"
|
||||
title="Edit account name"
|
||||
>
|
||||
<Edit2 className="h-4 w-4" />
|
||||
</button>
|
||||
</div>
|
||||
<p className="text-sm text-gray-600">
|
||||
{account.institution_id} • {account.status}
|
||||
<p className="text-sm text-gray-600 truncate">
|
||||
{account.institution_id}
|
||||
</p>
|
||||
{account.iban && (
|
||||
<p className="text-xs text-gray-500 mt-1">
|
||||
<p className="text-xs text-gray-500 mt-1 font-mono break-all sm:break-normal">
|
||||
IBAN: {account.iban}
|
||||
</p>
|
||||
)}
|
||||
@@ -276,25 +311,45 @@ export default function AccountsOverview() {
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="text-right">
|
||||
<div className="flex items-center space-x-2">
|
||||
{/* Balance and date section */}
|
||||
<div className="flex items-center justify-between sm:flex-col sm:items-end sm:text-right flex-shrink-0">
|
||||
{/* Mobile: date/status on left, balance on right */}
|
||||
{/* Desktop: balance on top, date/status on bottom */}
|
||||
|
||||
{/* Date and status indicator - left on mobile, bottom on desktop */}
|
||||
<div className="flex items-center space-x-2 order-1 sm:order-2">
|
||||
<div
|
||||
className={`w-3 h-3 rounded-full ${getStatusIndicator(account.status).color} relative group cursor-help`}
|
||||
role="img"
|
||||
aria-label={`Account status: ${getStatusIndicator(account.status).tooltip}`}
|
||||
>
|
||||
{/* Tooltip */}
|
||||
<div className="absolute bottom-full left-1/2 transform -translate-x-1/2 mb-2 hidden group-hover:block bg-gray-900 text-white text-xs rounded py-1 px-2 whitespace-nowrap z-10">
|
||||
{getStatusIndicator(account.status).tooltip}
|
||||
<div className="absolute top-full left-1/2 transform -translate-x-1/2 border-2 border-transparent border-t-gray-900"></div>
|
||||
</div>
|
||||
</div>
|
||||
<p className="text-xs sm:text-sm text-gray-500 whitespace-nowrap">
|
||||
Updated{" "}
|
||||
{formatDate(account.last_accessed || account.created)}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
{/* Balance - right on mobile, top on desktop */}
|
||||
<div className="flex items-center space-x-2 order-2 sm:order-1">
|
||||
{isPositive ? (
|
||||
<TrendingUp className="h-4 w-4 text-green-500" />
|
||||
) : (
|
||||
<TrendingDown className="h-4 w-4 text-red-500" />
|
||||
)}
|
||||
<p
|
||||
className={`text-lg font-semibold ${
|
||||
className={`text-base sm:text-lg font-semibold ${
|
||||
isPositive ? "text-green-600" : "text-red-600"
|
||||
}`}
|
||||
>
|
||||
{formatCurrency(balance, currency)}
|
||||
</p>
|
||||
</div>
|
||||
<p className="text-sm text-gray-500">
|
||||
Updated{" "}
|
||||
{formatDate(account.last_accessed || account.created)}
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -412,9 +412,9 @@ export default function TransactionsTable() {
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="grid grid-cols-1 md:grid-cols-4 gap-4">
|
||||
<div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
|
||||
{/* Search */}
|
||||
<div>
|
||||
<div className="sm:col-span-2 lg:col-span-1">
|
||||
<label className="block text-sm font-medium text-gray-700 mb-1">
|
||||
Search
|
||||
</label>
|
||||
@@ -448,8 +448,7 @@ export default function TransactionsTable() {
|
||||
<option value="">All accounts</option>
|
||||
{accounts?.map((account) => (
|
||||
<option key={account.id} value={account.id}>
|
||||
{account.name || "Unnamed Account"} (
|
||||
{account.institution_id})
|
||||
{account.name || "Unnamed Account"} ({account.institution_id})
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
@@ -489,7 +488,7 @@ export default function TransactionsTable() {
|
||||
</div>
|
||||
|
||||
{/* Amount Range Filters */}
|
||||
<div className="grid grid-cols-1 md:grid-cols-2 gap-4 mt-4">
|
||||
<div className="grid grid-cols-1 sm:grid-cols-2 gap-4 mt-4">
|
||||
<div>
|
||||
<label className="block text-sm font-medium text-gray-700 mb-1">
|
||||
Min Amount
|
||||
@@ -547,94 +546,206 @@ export default function TransactionsTable() {
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Table */}
|
||||
{/* Responsive Table/Cards */}
|
||||
<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>
|
||||
{/* Desktop Table View (hidden on mobile) */}
|
||||
<div className="hidden md:block">
|
||||
<div className="overflow-x-auto">
|
||||
<table className="min-w-full divide-y divide-gray-200">
|
||||
<thead className="bg-gray-50">
|
||||
{table.getHeaderGroups().map((headerGroup) => (
|
||||
<tr key={headerGroup.id}>
|
||||
{headerGroup.headers.map((header) => (
|
||||
<th
|
||||
key={header.id}
|
||||
className="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider cursor-pointer hover:bg-gray-100"
|
||||
onClick={header.column.getToggleSortingHandler()}
|
||||
>
|
||||
<div className="flex items-center space-x-1">
|
||||
<span>
|
||||
{header.isPlaceholder
|
||||
? null
|
||||
: flexRender(
|
||||
header.column.columnDef.header,
|
||||
header.getContext(),
|
||||
)}
|
||||
</span>
|
||||
{header.column.getCanSort() && (
|
||||
<div className="flex flex-col">
|
||||
<ChevronUp
|
||||
className={`h-3 w-3 ${
|
||||
header.column.getIsSorted() === "asc"
|
||||
? "text-blue-600"
|
||||
: "text-gray-400"
|
||||
}`}
|
||||
/>
|
||||
<ChevronDown
|
||||
className={`h-3 w-3 -mt-1 ${
|
||||
header.column.getIsSorted() === "desc"
|
||||
? "text-blue-600"
|
||||
: "text-gray-400"
|
||||
}`}
|
||||
/>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</th>
|
||||
))}
|
||||
</tr>
|
||||
))
|
||||
)}
|
||||
</tbody>
|
||||
</table>
|
||||
))}
|
||||
</thead>
|
||||
<tbody className="bg-white divide-y divide-gray-200">
|
||||
{table.getRowModel().rows.length === 0 ? (
|
||||
<tr>
|
||||
<td
|
||||
colSpan={columns.length}
|
||||
className="px-6 py-12 text-center"
|
||||
>
|
||||
<div className="text-gray-400 mb-4">
|
||||
<TrendingUp className="h-12 w-12 mx-auto" />
|
||||
</div>
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-2">
|
||||
No transactions found
|
||||
</h3>
|
||||
<p className="text-gray-600">
|
||||
{hasActiveFilters
|
||||
? "Try adjusting your filters to see more results."
|
||||
: "No transactions are available for the selected criteria."}
|
||||
</p>
|
||||
</td>
|
||||
</tr>
|
||||
) : (
|
||||
table.getRowModel().rows.map((row) => (
|
||||
<tr key={row.id} className="hover:bg-gray-50">
|
||||
{row.getVisibleCells().map((cell) => (
|
||||
<td key={cell.id} className="px-6 py-4 whitespace-nowrap">
|
||||
{flexRender(
|
||||
cell.column.columnDef.cell,
|
||||
cell.getContext(),
|
||||
)}
|
||||
</td>
|
||||
))}
|
||||
</tr>
|
||||
))
|
||||
)}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Mobile Card View (visible only on mobile) */}
|
||||
<div className="md:hidden">
|
||||
{table.getRowModel().rows.length === 0 ? (
|
||||
<div className="px-6 py-12 text-center">
|
||||
<div className="text-gray-400 mb-4">
|
||||
<TrendingUp className="h-12 w-12 mx-auto" />
|
||||
</div>
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-2">
|
||||
No transactions found
|
||||
</h3>
|
||||
<p className="text-gray-600">
|
||||
{hasActiveFilters
|
||||
? "Try adjusting your filters to see more results."
|
||||
: "No transactions are available for the selected criteria."}
|
||||
</p>
|
||||
</div>
|
||||
) : (
|
||||
<div className="divide-y divide-gray-200">
|
||||
{table.getRowModel().rows.map((row) => {
|
||||
const transaction = row.original;
|
||||
const account = accounts?.find(
|
||||
(acc) => acc.id === transaction.account_id,
|
||||
);
|
||||
const isPositive = transaction.transaction_value > 0;
|
||||
|
||||
return (
|
||||
<div
|
||||
key={row.id}
|
||||
className="p-4 hover:bg-gray-50 transition-colors"
|
||||
>
|
||||
<div className="flex items-start justify-between">
|
||||
<div className="flex-1 min-w-0">
|
||||
<div className="flex items-start space-x-3">
|
||||
<div
|
||||
className={`p-2 rounded-full flex-shrink-0 ${
|
||||
isPositive ? "bg-green-100" : "bg-red-100"
|
||||
}`}
|
||||
>
|
||||
{isPositive ? (
|
||||
<TrendingUp className="h-4 w-4 text-green-600" />
|
||||
) : (
|
||||
<TrendingDown className="h-4 w-4 text-red-600" />
|
||||
)}
|
||||
</div>
|
||||
<div className="flex-1 min-w-0">
|
||||
<h4 className="text-sm font-medium text-gray-900 break-words">
|
||||
{transaction.description}
|
||||
</h4>
|
||||
<div className="text-xs text-gray-500 space-y-1 mt-1">
|
||||
{account && (
|
||||
<p className="break-words">
|
||||
{account.name || "Unnamed Account"} •{" "}
|
||||
{account.institution_id}
|
||||
</p>
|
||||
)}
|
||||
{(transaction.creditor_name || transaction.debtor_name) && (
|
||||
<p className="break-words">
|
||||
{isPositive ? "From: " : "To: "}
|
||||
{transaction.creditor_name || transaction.debtor_name}
|
||||
</p>
|
||||
)}
|
||||
{transaction.reference && (
|
||||
<p className="break-words">Ref: {transaction.reference}</p>
|
||||
)}
|
||||
<p className="text-gray-400">
|
||||
{transaction.transaction_date
|
||||
? formatDate(transaction.transaction_date)
|
||||
: "No date"}
|
||||
{transaction.booking_date &&
|
||||
transaction.booking_date !== transaction.transaction_date && (
|
||||
<span className="ml-2">
|
||||
(Booked: {formatDate(transaction.booking_date)})
|
||||
</span>
|
||||
)}
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div className="text-right ml-3 flex-shrink-0">
|
||||
<p
|
||||
className={`text-lg font-semibold mb-1 ${
|
||||
isPositive ? "text-green-600" : "text-red-600"
|
||||
}`}
|
||||
>
|
||||
{isPositive ? "+" : ""}
|
||||
{formatCurrency(
|
||||
transaction.transaction_value,
|
||||
transaction.transaction_currency,
|
||||
)}
|
||||
</p>
|
||||
<button
|
||||
onClick={() => handleViewRaw(transaction)}
|
||||
className="inline-flex items-center px-2 py-1 text-xs bg-gray-100 text-gray-700 rounded hover:bg-gray-200 transition-colors"
|
||||
title="View raw transaction data"
|
||||
>
|
||||
<Eye className="h-3 w-3 mr-1" />
|
||||
Raw
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{/* Pagination */}
|
||||
{pagination && (
|
||||
<div className="bg-white px-4 py-3 flex items-center justify-between border-t border-gray-200 sm:px-6">
|
||||
<div className="flex-1 flex justify-between sm:hidden">
|
||||
<div className="bg-white px-4 py-3 flex flex-col sm:flex-row items-center justify-between border-t border-gray-200 space-y-3 sm:space-y-0">
|
||||
{/* Mobile pagination controls */}
|
||||
<div className="flex justify-between w-full sm:hidden">
|
||||
<div className="flex space-x-2">
|
||||
<button
|
||||
onClick={() => setCurrentPage(1)}
|
||||
@@ -670,7 +781,22 @@ export default function TransactionsTable() {
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
<div className="hidden sm:flex-1 sm:flex sm:items-center sm:justify-between">
|
||||
|
||||
{/* Mobile pagination info */}
|
||||
<div className="text-center w-full sm:hidden">
|
||||
<p className="text-sm text-gray-700">
|
||||
Page <span className="font-medium">{pagination.page}</span> of{" "}
|
||||
<span className="font-medium">{pagination.total_pages}</span>
|
||||
<br />
|
||||
<span className="text-xs text-gray-500">
|
||||
Showing {(pagination.page - 1) * pagination.per_page + 1}-
|
||||
{Math.min(pagination.page * pagination.per_page, pagination.total)} of {pagination.total}
|
||||
</span>
|
||||
</p>
|
||||
</div>
|
||||
|
||||
{/* Desktop pagination */}
|
||||
<div className="hidden sm:flex sm:flex-1 sm:items-center sm:justify-between">
|
||||
<div className="flex items-center space-x-2">
|
||||
<p className="text-sm text-gray-700">
|
||||
Showing{" "}
|
||||
|
||||
157
frontend/src/components/analytics/BalanceChart.tsx
Normal file
157
frontend/src/components/analytics/BalanceChart.tsx
Normal file
@@ -0,0 +1,157 @@
|
||||
import {
|
||||
AreaChart,
|
||||
Area,
|
||||
XAxis,
|
||||
YAxis,
|
||||
CartesianGrid,
|
||||
Tooltip,
|
||||
ResponsiveContainer,
|
||||
Legend,
|
||||
} from "recharts";
|
||||
import type { Balance, Account } from "../../types/api";
|
||||
|
||||
interface BalanceChartProps {
|
||||
data: Balance[];
|
||||
accounts: Account[];
|
||||
className?: string;
|
||||
}
|
||||
|
||||
interface ChartDataPoint {
|
||||
date: string;
|
||||
balance: number;
|
||||
account_id: string;
|
||||
}
|
||||
|
||||
interface AggregatedDataPoint {
|
||||
date: string;
|
||||
[key: string]: string | number;
|
||||
}
|
||||
|
||||
export default function BalanceChart({ data, accounts, className }: BalanceChartProps) {
|
||||
// Create a lookup map for account info
|
||||
const accountMap = accounts.reduce((map, account) => {
|
||||
map[account.id] = account;
|
||||
return map;
|
||||
}, {} as Record<string, Account>);
|
||||
|
||||
// Helper function to get bank name from institution_id
|
||||
const getBankName = (institutionId: string): string => {
|
||||
const bankMapping: Record<string, string> = {
|
||||
'REVOLUT_REVOLT21': 'Revolut',
|
||||
'NUBANK_NUPBBR25': 'Nu Pagamentos',
|
||||
'BANCOBPI_BBPIPTPL': 'Banco BPI',
|
||||
// Add more mappings as needed
|
||||
};
|
||||
return bankMapping[institutionId] || institutionId.split('_')[0];
|
||||
};
|
||||
|
||||
// Helper function to create display name for account
|
||||
const getAccountDisplayName = (accountId: string): string => {
|
||||
const account = accountMap[accountId];
|
||||
if (account) {
|
||||
const bankName = getBankName(account.institution_id);
|
||||
const accountName = account.name || `Account ${accountId.split('-')[1]}`;
|
||||
return `${bankName} - ${accountName}`;
|
||||
}
|
||||
return `Account ${accountId.split('-')[1]}`;
|
||||
};
|
||||
// Process balance data for the chart
|
||||
const chartData = data
|
||||
.filter((balance) => balance.balance_type === "closingBooked")
|
||||
.map((balance) => ({
|
||||
date: new Date(balance.reference_date).toLocaleDateString('en-GB'), // DD/MM/YYYY format
|
||||
balance: balance.balance_amount,
|
||||
account_id: balance.account_id,
|
||||
}))
|
||||
.sort((a, b) => new Date(a.date.split('/').reverse().join('/')).getTime() - new Date(b.date.split('/').reverse().join('/')).getTime());
|
||||
|
||||
// Group by account and aggregate
|
||||
const accountBalances: { [key: string]: ChartDataPoint[] } = {};
|
||||
chartData.forEach((item) => {
|
||||
if (!accountBalances[item.account_id]) {
|
||||
accountBalances[item.account_id] = [];
|
||||
}
|
||||
accountBalances[item.account_id].push(item);
|
||||
});
|
||||
|
||||
// Create aggregated data points
|
||||
const aggregatedData: { [key: string]: AggregatedDataPoint } = {};
|
||||
Object.entries(accountBalances).forEach(([accountId, balances]) => {
|
||||
balances.forEach((balance) => {
|
||||
if (!aggregatedData[balance.date]) {
|
||||
aggregatedData[balance.date] = { date: balance.date };
|
||||
}
|
||||
aggregatedData[balance.date][accountId] = balance.balance;
|
||||
});
|
||||
});
|
||||
|
||||
const finalData = Object.values(aggregatedData).sort(
|
||||
(a, b) => new Date(a.date.split('/').reverse().join('/')).getTime() - new Date(b.date.split('/').reverse().join('/')).getTime()
|
||||
);
|
||||
|
||||
const colors = ["#3B82F6", "#10B981", "#F59E0B", "#EF4444", "#8B5CF6"];
|
||||
|
||||
if (finalData.length === 0) {
|
||||
return (
|
||||
<div className={className}>
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-4">
|
||||
Balance Progress
|
||||
</h3>
|
||||
<div className="h-80 flex items-center justify-center text-gray-500">
|
||||
No balance data available
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<div className={className}>
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-4">
|
||||
Balance Progress Over Time
|
||||
</h3>
|
||||
<div className="h-80">
|
||||
<ResponsiveContainer width="100%" height="100%">
|
||||
<AreaChart data={finalData}>
|
||||
<CartesianGrid strokeDasharray="3 3" />
|
||||
<XAxis
|
||||
dataKey="date"
|
||||
tick={{ fontSize: 12 }}
|
||||
tickFormatter={(value) => {
|
||||
// Convert DD/MM/YYYY back to a proper date for formatting
|
||||
const [day, month, year] = value.split('/');
|
||||
const date = new Date(year, month - 1, day);
|
||||
return date.toLocaleDateString('en-GB', {
|
||||
month: "short",
|
||||
day: "numeric",
|
||||
});
|
||||
}}
|
||||
/>
|
||||
<YAxis
|
||||
tick={{ fontSize: 12 }}
|
||||
tickFormatter={(value) => `€${value.toLocaleString()}`}
|
||||
/>
|
||||
<Tooltip
|
||||
formatter={(value: number, name: string) => [
|
||||
`€${value.toLocaleString()}`,
|
||||
getAccountDisplayName(name),
|
||||
]}
|
||||
labelFormatter={(label) => `Date: ${label}`}
|
||||
/>
|
||||
<Legend />
|
||||
{Object.keys(accountBalances).map((accountId, index) => (
|
||||
<Area
|
||||
key={accountId}
|
||||
type="monotone"
|
||||
dataKey={accountId}
|
||||
stackId="1"
|
||||
fill={colors[index % colors.length]}
|
||||
stroke={colors[index % colors.length]}
|
||||
name={getAccountDisplayName(accountId)}
|
||||
/>
|
||||
))}
|
||||
</AreaChart>
|
||||
</ResponsiveContainer>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
182
frontend/src/components/analytics/MonthlyTrends.tsx
Normal file
182
frontend/src/components/analytics/MonthlyTrends.tsx
Normal file
@@ -0,0 +1,182 @@
|
||||
import {
|
||||
BarChart,
|
||||
Bar,
|
||||
XAxis,
|
||||
YAxis,
|
||||
CartesianGrid,
|
||||
Tooltip,
|
||||
ResponsiveContainer,
|
||||
} from "recharts";
|
||||
import { useQuery } from "@tanstack/react-query";
|
||||
import apiClient from "../../lib/api";
|
||||
|
||||
interface MonthlyTrendsProps {
|
||||
className?: string;
|
||||
days?: number;
|
||||
}
|
||||
|
||||
interface MonthlyData {
|
||||
month: string;
|
||||
income: number;
|
||||
expenses: number;
|
||||
net: number;
|
||||
}
|
||||
|
||||
interface TooltipProps {
|
||||
active?: boolean;
|
||||
payload?: Array<{
|
||||
name: string;
|
||||
value: number;
|
||||
color: string;
|
||||
}>;
|
||||
label?: string;
|
||||
}
|
||||
|
||||
export default function MonthlyTrends({ className, days = 365 }: MonthlyTrendsProps) {
|
||||
// Get transactions for the specified period using analytics endpoint
|
||||
const { data: transactions, isLoading } = useQuery({
|
||||
queryKey: ["transactions", "monthly-trends", days],
|
||||
queryFn: async () => {
|
||||
return await apiClient.getTransactionsForAnalytics(days);
|
||||
},
|
||||
});
|
||||
|
||||
// Process transactions into monthly data
|
||||
const monthlyData: MonthlyData[] = [];
|
||||
|
||||
if (transactions) {
|
||||
const monthlyMap: { [key: string]: MonthlyData } = {};
|
||||
|
||||
transactions.forEach((transaction) => {
|
||||
const date = new Date(transaction.date);
|
||||
const monthKey = `${date.getFullYear()}-${String(date.getMonth() + 1).padStart(2, '0')}`;
|
||||
|
||||
if (!monthlyMap[monthKey]) {
|
||||
monthlyMap[monthKey] = {
|
||||
month: date.toLocaleDateString('en-GB', {
|
||||
year: 'numeric',
|
||||
month: 'short'
|
||||
}),
|
||||
income: 0,
|
||||
expenses: 0,
|
||||
net: 0,
|
||||
};
|
||||
}
|
||||
|
||||
if (transaction.amount > 0) {
|
||||
monthlyMap[monthKey].income += transaction.amount;
|
||||
} else {
|
||||
monthlyMap[monthKey].expenses += Math.abs(transaction.amount);
|
||||
}
|
||||
|
||||
monthlyMap[monthKey].net = monthlyMap[monthKey].income - monthlyMap[monthKey].expenses;
|
||||
});
|
||||
|
||||
// Convert to array and sort by date
|
||||
monthlyData.push(
|
||||
...Object.entries(monthlyMap)
|
||||
.sort(([a], [b]) => a.localeCompare(b))
|
||||
.map(([, data]) => data)
|
||||
);
|
||||
}
|
||||
|
||||
// Calculate number of months to display based on days filter
|
||||
const getMonthsToDisplay = (days: number): number => {
|
||||
if (days <= 30) return 1;
|
||||
if (days <= 180) return 6;
|
||||
if (days <= 365) return 12;
|
||||
return Math.ceil(days / 30);
|
||||
};
|
||||
|
||||
const monthsToDisplay = getMonthsToDisplay(days);
|
||||
const displayData = monthlyData.slice(-monthsToDisplay);
|
||||
|
||||
if (isLoading) {
|
||||
return (
|
||||
<div className={className}>
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-4">
|
||||
Monthly Spending Trends
|
||||
</h3>
|
||||
<div className="h-80 flex items-center justify-center">
|
||||
<div className="animate-spin rounded-full h-8 w-8 border-b-2 border-blue-600"></div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
if (displayData.length === 0) {
|
||||
return (
|
||||
<div className={className}>
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-4">
|
||||
Monthly Spending Trends
|
||||
</h3>
|
||||
<div className="h-80 flex items-center justify-center text-gray-500">
|
||||
No transaction data available
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
const CustomTooltip = ({ active, payload, label }: TooltipProps) => {
|
||||
if (active && payload && payload.length) {
|
||||
return (
|
||||
<div className="bg-white p-3 border rounded shadow-lg">
|
||||
<p className="font-medium">{label}</p>
|
||||
{payload.map((entry, index) => (
|
||||
<p key={index} style={{ color: entry.color }}>
|
||||
{entry.name}: €{Math.abs(entry.value).toLocaleString()}
|
||||
</p>
|
||||
))}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
return null;
|
||||
};
|
||||
|
||||
// Generate dynamic title based on time period
|
||||
const getTitle = (days: number): string => {
|
||||
if (days <= 30) return "Monthly Spending Trends (Last 30 Days)";
|
||||
if (days <= 180) return "Monthly Spending Trends (Last 6 Months)";
|
||||
if (days <= 365) return "Monthly Spending Trends (Last 12 Months)";
|
||||
return `Monthly Spending Trends (Last ${Math.ceil(days / 30)} Months)`;
|
||||
};
|
||||
|
||||
return (
|
||||
<div className={className}>
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-4">
|
||||
{getTitle(days)}
|
||||
</h3>
|
||||
<div className="h-80">
|
||||
<ResponsiveContainer width="100%" height="100%">
|
||||
<BarChart data={displayData} margin={{ top: 20, right: 30, left: 20, bottom: 5 }}>
|
||||
<CartesianGrid strokeDasharray="3 3" />
|
||||
<XAxis
|
||||
dataKey="month"
|
||||
tick={{ fontSize: 12 }}
|
||||
angle={-45}
|
||||
textAnchor="end"
|
||||
height={60}
|
||||
/>
|
||||
<YAxis
|
||||
tick={{ fontSize: 12 }}
|
||||
tickFormatter={(value) => `€${value.toLocaleString()}`}
|
||||
/>
|
||||
<Tooltip content={<CustomTooltip />} />
|
||||
<Bar dataKey="income" fill="#10B981" name="Income" />
|
||||
<Bar dataKey="expenses" fill="#EF4444" name="Expenses" />
|
||||
</BarChart>
|
||||
</ResponsiveContainer>
|
||||
</div>
|
||||
<div className="mt-4 flex justify-center space-x-6 text-sm">
|
||||
<div className="flex items-center">
|
||||
<div className="w-3 h-3 bg-green-500 rounded mr-2" />
|
||||
<span>Income</span>
|
||||
</div>
|
||||
<div className="flex items-center">
|
||||
<div className="w-3 h-3 bg-red-500 rounded mr-2" />
|
||||
<span>Expenses</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
64
frontend/src/components/analytics/StatCard.tsx
Normal file
64
frontend/src/components/analytics/StatCard.tsx
Normal file
@@ -0,0 +1,64 @@
|
||||
import type { LucideIcon } from "lucide-react";
|
||||
import clsx from "clsx";
|
||||
|
||||
interface StatCardProps {
|
||||
title: string;
|
||||
value: string | number;
|
||||
subtitle?: string;
|
||||
icon: LucideIcon;
|
||||
trend?: {
|
||||
value: number;
|
||||
isPositive: boolean;
|
||||
};
|
||||
className?: string;
|
||||
}
|
||||
|
||||
export default function StatCard({
|
||||
title,
|
||||
value,
|
||||
subtitle,
|
||||
icon: Icon,
|
||||
trend,
|
||||
className,
|
||||
}: StatCardProps) {
|
||||
return (
|
||||
<div
|
||||
className={clsx(
|
||||
"bg-white rounded-lg shadow p-6 border border-gray-200",
|
||||
className
|
||||
)}
|
||||
>
|
||||
<div className="flex items-center">
|
||||
<div className="flex-shrink-0">
|
||||
<Icon className="h-8 w-8 text-blue-600" />
|
||||
</div>
|
||||
<div className="ml-5 w-0 flex-1">
|
||||
<dl>
|
||||
<dt className="text-sm font-medium text-gray-500 truncate">
|
||||
{title}
|
||||
</dt>
|
||||
<dd className="flex items-baseline">
|
||||
<div className="text-2xl font-semibold text-gray-900">
|
||||
{value}
|
||||
</div>
|
||||
{trend && (
|
||||
<div
|
||||
className={clsx(
|
||||
"ml-2 flex items-baseline text-sm font-semibold",
|
||||
trend.isPositive ? "text-green-600" : "text-red-600"
|
||||
)}
|
||||
>
|
||||
{trend.isPositive ? "+" : ""}
|
||||
{trend.value}%
|
||||
</div>
|
||||
)}
|
||||
</dd>
|
||||
{subtitle && (
|
||||
<dd className="text-sm text-gray-600 mt-1">{subtitle}</dd>
|
||||
)}
|
||||
</dl>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
39
frontend/src/components/analytics/TimePeriodFilter.tsx
Normal file
39
frontend/src/components/analytics/TimePeriodFilter.tsx
Normal file
@@ -0,0 +1,39 @@
|
||||
import { Calendar } from "lucide-react";
|
||||
import type { TimePeriod } from "../../lib/timePeriods";
|
||||
import { TIME_PERIODS } from "../../lib/timePeriods";
|
||||
|
||||
interface TimePeriodFilterProps {
|
||||
selectedPeriod: TimePeriod;
|
||||
onPeriodChange: (period: TimePeriod) => void;
|
||||
className?: string;
|
||||
}
|
||||
|
||||
export default function TimePeriodFilter({
|
||||
selectedPeriod,
|
||||
onPeriodChange,
|
||||
className = "",
|
||||
}: TimePeriodFilterProps) {
|
||||
return (
|
||||
<div className={`flex items-center gap-4 ${className}`}>
|
||||
<div className="flex items-center gap-2 text-gray-700">
|
||||
<Calendar size={20} />
|
||||
<span className="font-medium">Time Period:</span>
|
||||
</div>
|
||||
<div className="flex gap-2">
|
||||
{TIME_PERIODS.map((period) => (
|
||||
<button
|
||||
key={period.value}
|
||||
onClick={() => onPeriodChange(period)}
|
||||
className={`px-4 py-2 text-sm font-medium rounded-md transition-colors ${
|
||||
selectedPeriod.value === period.value
|
||||
? "bg-blue-600 text-white"
|
||||
: "bg-gray-100 text-gray-700 hover:bg-gray-200"
|
||||
}`}
|
||||
>
|
||||
{period.label}
|
||||
</button>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
142
frontend/src/components/analytics/TransactionDistribution.tsx
Normal file
142
frontend/src/components/analytics/TransactionDistribution.tsx
Normal file
@@ -0,0 +1,142 @@
|
||||
import {
|
||||
PieChart,
|
||||
Pie,
|
||||
Cell,
|
||||
ResponsiveContainer,
|
||||
Tooltip,
|
||||
Legend,
|
||||
} from "recharts";
|
||||
import type { Account } from "../../types/api";
|
||||
|
||||
interface TransactionDistributionProps {
|
||||
accounts: Account[];
|
||||
className?: string;
|
||||
}
|
||||
|
||||
interface PieDataPoint {
|
||||
name: string;
|
||||
value: number;
|
||||
color: string;
|
||||
}
|
||||
|
||||
interface TooltipProps {
|
||||
active?: boolean;
|
||||
payload?: Array<{
|
||||
payload: PieDataPoint;
|
||||
}>;
|
||||
}
|
||||
|
||||
export default function TransactionDistribution({
|
||||
accounts,
|
||||
className,
|
||||
}: TransactionDistributionProps) {
|
||||
// Helper function to get bank name from institution_id
|
||||
const getBankName = (institutionId: string): string => {
|
||||
const bankMapping: Record<string, string> = {
|
||||
'REVOLUT_REVOLT21': 'Revolut',
|
||||
'NUBANK_NUPBBR25': 'Nu Pagamentos',
|
||||
'BANCOBPI_BBPIPTPL': 'Banco BPI',
|
||||
// TODO: Add more bank mappings as needed
|
||||
};
|
||||
return bankMapping[institutionId] || institutionId.split('_')[0];
|
||||
};
|
||||
|
||||
// Helper function to create display name for account
|
||||
const getAccountDisplayName = (account: Account): string => {
|
||||
const bankName = getBankName(account.institution_id);
|
||||
const accountName = account.name || `Account ${account.id.split('-')[1]}`;
|
||||
return `${bankName} - ${accountName}`;
|
||||
};
|
||||
|
||||
// Create pie chart data from account balances
|
||||
const pieData: PieDataPoint[] = accounts.map((account, index) => {
|
||||
const primaryBalance = account.balances?.[0]?.amount || 0;
|
||||
|
||||
const colors = ["#3B82F6", "#10B981", "#F59E0B", "#EF4444", "#8B5CF6"];
|
||||
|
||||
return {
|
||||
name: getAccountDisplayName(account),
|
||||
value: primaryBalance,
|
||||
color: colors[index % colors.length],
|
||||
};
|
||||
});
|
||||
|
||||
const totalBalance = pieData.reduce((sum, item) => sum + item.value, 0);
|
||||
|
||||
if (pieData.length === 0 || totalBalance === 0) {
|
||||
return (
|
||||
<div className={className}>
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-4">
|
||||
Account Distribution
|
||||
</h3>
|
||||
<div className="h-80 flex items-center justify-center text-gray-500">
|
||||
No account data available
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
const CustomTooltip = ({ active, payload }: TooltipProps) => {
|
||||
if (active && payload && payload.length) {
|
||||
const data = payload[0].payload;
|
||||
const percentage = ((data.value / totalBalance) * 100).toFixed(1);
|
||||
return (
|
||||
<div className="bg-white p-3 border rounded shadow-lg">
|
||||
<p className="font-medium">{data.name}</p>
|
||||
<p className="text-blue-600">
|
||||
Balance: €{data.value.toLocaleString()}
|
||||
</p>
|
||||
<p className="text-gray-600">{percentage}% of total</p>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
return null;
|
||||
};
|
||||
|
||||
return (
|
||||
<div className={className}>
|
||||
<h3 className="text-lg font-medium text-gray-900 mb-4">
|
||||
Account Balance Distribution
|
||||
</h3>
|
||||
<div className="h-80">
|
||||
<ResponsiveContainer width="100%" height="100%">
|
||||
<PieChart>
|
||||
<Pie
|
||||
data={pieData}
|
||||
cx="50%"
|
||||
cy="50%"
|
||||
outerRadius={100}
|
||||
innerRadius={40}
|
||||
paddingAngle={2}
|
||||
dataKey="value"
|
||||
>
|
||||
{pieData.map((entry, index) => (
|
||||
<Cell key={`cell-${index}`} fill={entry.color} />
|
||||
))}
|
||||
</Pie>
|
||||
<Tooltip content={<CustomTooltip />} />
|
||||
<Legend
|
||||
formatter={(value, entry: { color?: string }) => (
|
||||
<span style={{ color: entry.color }}>{value}</span>
|
||||
)}
|
||||
/>
|
||||
</PieChart>
|
||||
</ResponsiveContainer>
|
||||
</div>
|
||||
<div className="mt-4 grid grid-cols-1 gap-2">
|
||||
{pieData.map((item, index) => (
|
||||
<div key={index} className="flex items-center justify-between text-sm">
|
||||
<div className="flex items-center">
|
||||
<div
|
||||
className="w-3 h-3 rounded-full mr-2"
|
||||
style={{ backgroundColor: item.color }}
|
||||
/>
|
||||
<span className="text-gray-700">{item.name}</span>
|
||||
</div>
|
||||
<span className="font-medium">€{item.value.toLocaleString()}</span>
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -2,6 +2,7 @@ import axios from "axios";
|
||||
import type {
|
||||
Account,
|
||||
Transaction,
|
||||
AnalyticsTransaction,
|
||||
Balance,
|
||||
ApiResponse,
|
||||
NotificationSettings,
|
||||
@@ -10,6 +11,7 @@ import type {
|
||||
NotificationServicesResponse,
|
||||
HealthData,
|
||||
AccountUpdate,
|
||||
TransactionStats,
|
||||
} from "../types/api";
|
||||
|
||||
// Use VITE_API_URL for development, relative URLs for production
|
||||
@@ -53,6 +55,18 @@ export const apiClient = {
|
||||
return response.data.data;
|
||||
},
|
||||
|
||||
// Get historical balances for balance progression chart
|
||||
getHistoricalBalances: async (days?: number, accountId?: string): Promise<Balance[]> => {
|
||||
const queryParams = new URLSearchParams();
|
||||
if (days) queryParams.append("days", days.toString());
|
||||
if (accountId) queryParams.append("account_id", accountId);
|
||||
|
||||
const response = await api.get<ApiResponse<Balance[]>>(
|
||||
`/balances/history?${queryParams.toString()}`
|
||||
);
|
||||
return response.data.data;
|
||||
},
|
||||
|
||||
// Get balances for specific account
|
||||
getAccountBalances: async (accountId: string): Promise<Balance[]> => {
|
||||
const response = await api.get<ApiResponse<Balance[]>>(
|
||||
@@ -142,6 +156,28 @@ export const apiClient = {
|
||||
const response = await api.get<ApiResponse<HealthData>>("/health");
|
||||
return response.data.data;
|
||||
},
|
||||
|
||||
// Analytics endpoints
|
||||
getTransactionStats: async (days?: number): Promise<TransactionStats> => {
|
||||
const queryParams = new URLSearchParams();
|
||||
if (days) queryParams.append("days", days.toString());
|
||||
|
||||
const response = await api.get<ApiResponse<TransactionStats>>(
|
||||
`/transactions/stats?${queryParams.toString()}`
|
||||
);
|
||||
return response.data.data;
|
||||
},
|
||||
|
||||
// Get all transactions for analytics (no pagination)
|
||||
getTransactionsForAnalytics: async (days?: number): Promise<AnalyticsTransaction[]> => {
|
||||
const queryParams = new URLSearchParams();
|
||||
if (days) queryParams.append("days", days.toString());
|
||||
|
||||
const response = await api.get<ApiResponse<AnalyticsTransaction[]>>(
|
||||
`/transactions/analytics?${queryParams.toString()}`
|
||||
);
|
||||
return response.data.data;
|
||||
},
|
||||
};
|
||||
|
||||
export default apiClient;
|
||||
|
||||
19
frontend/src/lib/timePeriods.ts
Normal file
19
frontend/src/lib/timePeriods.ts
Normal file
@@ -0,0 +1,19 @@
|
||||
export type TimePeriod = {
|
||||
label: string;
|
||||
days: number;
|
||||
value: string;
|
||||
};
|
||||
|
||||
function getDaysFromYearStart(): number {
|
||||
const now = new Date();
|
||||
const yearStart = new Date(now.getFullYear(), 0, 1);
|
||||
const diffTime = now.getTime() - yearStart.getTime();
|
||||
return Math.ceil(diffTime / (1000 * 60 * 60 * 24));
|
||||
}
|
||||
|
||||
export const TIME_PERIODS: TimePeriod[] = [
|
||||
{ label: "Last 30 days", days: 30, value: "30d" },
|
||||
{ label: "Last 6 months", days: 180, value: "6m" },
|
||||
{ label: "Year to Date", days: getDaysFromYearStart(), value: "ytd" },
|
||||
{ label: "Last 365 days", days: 365, value: "365d" },
|
||||
];
|
||||
@@ -1,10 +1,153 @@
|
||||
import { createFileRoute } from "@tanstack/react-router";
|
||||
import { useQuery } from "@tanstack/react-query";
|
||||
import { useState } from "react";
|
||||
import {
|
||||
CreditCard,
|
||||
TrendingUp,
|
||||
TrendingDown,
|
||||
DollarSign,
|
||||
Activity,
|
||||
Users,
|
||||
} from "lucide-react";
|
||||
import apiClient from "../lib/api";
|
||||
import StatCard from "../components/analytics/StatCard";
|
||||
import BalanceChart from "../components/analytics/BalanceChart";
|
||||
import TransactionDistribution from "../components/analytics/TransactionDistribution";
|
||||
import MonthlyTrends from "../components/analytics/MonthlyTrends";
|
||||
import TimePeriodFilter from "../components/analytics/TimePeriodFilter";
|
||||
import type { TimePeriod } from "../lib/timePeriods";
|
||||
import { TIME_PERIODS } from "../lib/timePeriods";
|
||||
|
||||
function AnalyticsDashboard() {
|
||||
// Default to Last 365 days
|
||||
const [selectedPeriod, setSelectedPeriod] = useState<TimePeriod>(
|
||||
TIME_PERIODS.find((p) => p.value === "365d") || TIME_PERIODS[3]
|
||||
);
|
||||
|
||||
// Fetch analytics data
|
||||
const { data: stats, isLoading: statsLoading } = useQuery({
|
||||
queryKey: ["transaction-stats", selectedPeriod.days],
|
||||
queryFn: () => apiClient.getTransactionStats(selectedPeriod.days),
|
||||
});
|
||||
|
||||
const { data: accounts, isLoading: accountsLoading } = useQuery({
|
||||
queryKey: ["accounts"],
|
||||
queryFn: () => apiClient.getAccounts(),
|
||||
});
|
||||
|
||||
const { data: balances, isLoading: balancesLoading } = useQuery({
|
||||
queryKey: ["historical-balances", selectedPeriod.days],
|
||||
queryFn: () => apiClient.getHistoricalBalances(selectedPeriod.days),
|
||||
});
|
||||
|
||||
const isLoading = statsLoading || accountsLoading || balancesLoading;
|
||||
|
||||
if (isLoading) {
|
||||
return (
|
||||
<div className="p-6">
|
||||
<div className="animate-pulse">
|
||||
<div className="h-8 bg-gray-200 rounded w-48 mb-6"></div>
|
||||
<div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6 mb-8">
|
||||
{[...Array(4)].map((_, i) => (
|
||||
<div key={i} className="h-32 bg-gray-200 rounded"></div>
|
||||
))}
|
||||
</div>
|
||||
<div className="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||||
<div className="h-96 bg-gray-200 rounded"></div>
|
||||
<div className="h-96 bg-gray-200 rounded"></div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
const totalBalance = accounts?.reduce((sum, account) => {
|
||||
const primaryBalance = account.balances?.[0]?.amount || 0;
|
||||
return sum + primaryBalance;
|
||||
}, 0) || 0;
|
||||
|
||||
return (
|
||||
<div className="p-6 space-y-8">
|
||||
{/* Time Period Filter */}
|
||||
<TimePeriodFilter
|
||||
selectedPeriod={selectedPeriod}
|
||||
onPeriodChange={setSelectedPeriod}
|
||||
className="bg-white rounded-lg shadow p-4 border border-gray-200"
|
||||
/>
|
||||
|
||||
{/* Stats Cards */}
|
||||
<div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
|
||||
<StatCard
|
||||
title="Total Balance"
|
||||
value={`€${totalBalance.toLocaleString()}`}
|
||||
subtitle={`Across ${accounts?.length || 0} accounts`}
|
||||
icon={DollarSign}
|
||||
/>
|
||||
<StatCard
|
||||
title="Total Transactions"
|
||||
value={stats?.total_transactions || 0}
|
||||
subtitle={`Last ${stats?.period_days || 0} days`}
|
||||
icon={Activity}
|
||||
/>
|
||||
<StatCard
|
||||
title="Total Income"
|
||||
value={`€${(stats?.total_income || 0).toLocaleString()}`}
|
||||
subtitle="Inflows this period"
|
||||
icon={TrendingUp}
|
||||
className="border-green-200"
|
||||
/>
|
||||
<StatCard
|
||||
title="Total Expenses"
|
||||
value={`€${(stats?.total_expenses || 0).toLocaleString()}`}
|
||||
subtitle="Outflows this period"
|
||||
icon={TrendingDown}
|
||||
className="border-red-200"
|
||||
/>
|
||||
</div>
|
||||
|
||||
{/* Additional Stats */}
|
||||
<div className="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||||
<StatCard
|
||||
title="Net Change"
|
||||
value={`€${(stats?.net_change || 0).toLocaleString()}`}
|
||||
subtitle="Income minus expenses"
|
||||
icon={CreditCard}
|
||||
className={
|
||||
(stats?.net_change || 0) >= 0 ? "border-green-200" : "border-red-200"
|
||||
}
|
||||
/>
|
||||
<StatCard
|
||||
title="Average Transaction"
|
||||
value={`€${Math.abs(stats?.average_transaction || 0).toLocaleString()}`}
|
||||
subtitle="Per transaction"
|
||||
icon={Activity}
|
||||
/>
|
||||
<StatCard
|
||||
title="Active Accounts"
|
||||
value={stats?.accounts_included || 0}
|
||||
subtitle="With recent activity"
|
||||
icon={Users}
|
||||
/>
|
||||
</div>
|
||||
|
||||
{/* Charts */}
|
||||
<div className="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||||
<div className="bg-white rounded-lg shadow p-6 border border-gray-200">
|
||||
<BalanceChart data={balances || []} accounts={accounts || []} />
|
||||
</div>
|
||||
<div className="bg-white rounded-lg shadow p-6 border border-gray-200">
|
||||
<TransactionDistribution accounts={accounts || []} />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Monthly Trends */}
|
||||
<div className="bg-white rounded-lg shadow p-6 border border-gray-200">
|
||||
<MonthlyTrends days={selectedPeriod.days} />
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
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>
|
||||
),
|
||||
component: AnalyticsDashboard,
|
||||
});
|
||||
|
||||
@@ -59,6 +59,17 @@ export interface RawTransactionData {
|
||||
[key: string]: unknown; // Allow additional fields
|
||||
}
|
||||
|
||||
// Type for analytics transaction data
|
||||
export interface AnalyticsTransaction {
|
||||
transaction_id: string;
|
||||
date: string;
|
||||
description: string;
|
||||
amount: number;
|
||||
currency: string;
|
||||
status: string;
|
||||
account_id: string;
|
||||
}
|
||||
|
||||
export interface Transaction {
|
||||
transaction_id: string; // NEW: stable bank-provided transaction ID
|
||||
internal_transaction_id: string | null; // OLD: unstable GoCardless ID
|
||||
@@ -188,3 +199,16 @@ export interface HealthData {
|
||||
message?: string;
|
||||
error?: string;
|
||||
}
|
||||
|
||||
// Analytics data types
|
||||
export interface TransactionStats {
|
||||
period_days: number;
|
||||
total_transactions: number;
|
||||
booked_transactions: number;
|
||||
pending_transactions: number;
|
||||
total_income: number;
|
||||
total_expenses: number;
|
||||
net_change: number;
|
||||
average_transaction: number;
|
||||
accounts_included: number;
|
||||
}
|
||||
|
||||
68
leggen/commands/generate_sample_db.py
Normal file
68
leggen/commands/generate_sample_db.py
Normal file
@@ -0,0 +1,68 @@
|
||||
"""Generate sample database command."""
|
||||
|
||||
import click
|
||||
from pathlib import Path
|
||||
|
||||
|
||||
|
||||
@click.command()
|
||||
@click.option(
|
||||
"--database",
|
||||
type=click.Path(path_type=Path),
|
||||
help="Path to database file (default: uses LEGGEN_DATABASE_PATH or ~/.config/leggen/leggen-dev.db)",
|
||||
)
|
||||
@click.option(
|
||||
"--accounts",
|
||||
type=int,
|
||||
default=3,
|
||||
help="Number of sample accounts to generate (default: 3)",
|
||||
)
|
||||
@click.option(
|
||||
"--transactions",
|
||||
type=int,
|
||||
default=50,
|
||||
help="Number of transactions per account (default: 50)",
|
||||
)
|
||||
@click.option(
|
||||
"--force",
|
||||
is_flag=True,
|
||||
help="Overwrite existing database without confirmation",
|
||||
)
|
||||
@click.pass_context
|
||||
def generate_sample_db(
|
||||
ctx: click.Context, database: Path, accounts: int, transactions: int, force: bool
|
||||
):
|
||||
"""Generate a sample database with realistic financial data for testing."""
|
||||
|
||||
# Import here to avoid circular imports
|
||||
import sys
|
||||
import subprocess
|
||||
from pathlib import Path as PathlibPath
|
||||
|
||||
# Get the script path
|
||||
script_path = (
|
||||
PathlibPath(__file__).parent.parent.parent / "scripts" / "generate_sample_db.py"
|
||||
)
|
||||
|
||||
# Build command arguments
|
||||
cmd = [sys.executable, str(script_path)]
|
||||
|
||||
if database:
|
||||
cmd.extend(["--database", str(database)])
|
||||
|
||||
cmd.extend(["--accounts", str(accounts)])
|
||||
cmd.extend(["--transactions", str(transactions)])
|
||||
|
||||
if force:
|
||||
cmd.append("--force")
|
||||
|
||||
# Execute the script
|
||||
try:
|
||||
subprocess.run(cmd, check=True)
|
||||
except subprocess.CalledProcessError as e:
|
||||
click.echo(f"Error generating sample database: {e}")
|
||||
ctx.exit(1)
|
||||
|
||||
|
||||
# Export the command
|
||||
generate_sample_db = generate_sample_db
|
||||
@@ -5,14 +5,12 @@ from sqlite3 import IntegrityError
|
||||
import click
|
||||
|
||||
from leggen.utils.text import success, warning
|
||||
from leggen.utils.paths import path_manager
|
||||
|
||||
|
||||
def persist_balances(ctx: click.Context, balance: dict):
|
||||
# Connect to SQLite database
|
||||
from pathlib import Path
|
||||
|
||||
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
db_path.parent.mkdir(parents=True, exist_ok=True)
|
||||
db_path = path_manager.get_database_path()
|
||||
conn = sqlite3.connect(str(db_path))
|
||||
cursor = conn.cursor()
|
||||
|
||||
@@ -108,10 +106,7 @@ def persist_balances(ctx: click.Context, balance: dict):
|
||||
|
||||
def persist_transactions(ctx: click.Context, account: str, transactions: list) -> list:
|
||||
# Connect to SQLite database
|
||||
from pathlib import Path
|
||||
|
||||
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
db_path.parent.mkdir(parents=True, exist_ok=True)
|
||||
db_path = path_manager.get_database_path()
|
||||
conn = sqlite3.connect(str(db_path))
|
||||
cursor = conn.cursor()
|
||||
|
||||
@@ -216,9 +211,7 @@ def get_transactions(
|
||||
search=None,
|
||||
):
|
||||
"""Get transactions from SQLite database with optional filtering"""
|
||||
from pathlib import Path
|
||||
|
||||
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
db_path = path_manager.get_database_path()
|
||||
if not db_path.exists():
|
||||
return []
|
||||
conn = sqlite3.connect(str(db_path))
|
||||
@@ -288,9 +281,7 @@ def get_transactions(
|
||||
|
||||
def get_balances(account_id=None):
|
||||
"""Get latest balances from SQLite database"""
|
||||
from pathlib import Path
|
||||
|
||||
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
db_path = path_manager.get_database_path()
|
||||
if not db_path.exists():
|
||||
return []
|
||||
conn = sqlite3.connect(str(db_path))
|
||||
@@ -329,9 +320,7 @@ def get_balances(account_id=None):
|
||||
|
||||
def get_account_summary(account_id):
|
||||
"""Get basic account info from transactions table (avoids GoCardless API call)"""
|
||||
from pathlib import Path
|
||||
|
||||
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
db_path = path_manager.get_database_path()
|
||||
if not db_path.exists():
|
||||
return None
|
||||
conn = sqlite3.connect(str(db_path))
|
||||
@@ -365,9 +354,7 @@ def get_account_summary(account_id):
|
||||
|
||||
def get_transaction_count(account_id=None, **filters):
|
||||
"""Get total count of transactions matching filters"""
|
||||
from pathlib import Path
|
||||
|
||||
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
db_path = path_manager.get_database_path()
|
||||
if not db_path.exists():
|
||||
return 0
|
||||
conn = sqlite3.connect(str(db_path))
|
||||
@@ -414,10 +401,7 @@ def get_transaction_count(account_id=None, **filters):
|
||||
|
||||
def persist_account(account_data: dict):
|
||||
"""Persist account details to SQLite database"""
|
||||
from pathlib import Path
|
||||
|
||||
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
db_path.parent.mkdir(parents=True, exist_ok=True)
|
||||
db_path = path_manager.get_database_path()
|
||||
conn = sqlite3.connect(str(db_path))
|
||||
cursor = conn.cursor()
|
||||
|
||||
@@ -485,9 +469,7 @@ def persist_account(account_data: dict):
|
||||
|
||||
def get_accounts(account_ids=None):
|
||||
"""Get account details from SQLite database"""
|
||||
from pathlib import Path
|
||||
|
||||
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
db_path = path_manager.get_database_path()
|
||||
if not db_path.exists():
|
||||
return []
|
||||
conn = sqlite3.connect(str(db_path))
|
||||
@@ -519,9 +501,7 @@ def get_accounts(account_ids=None):
|
||||
|
||||
def get_account(account_id: str):
|
||||
"""Get specific account details from SQLite database"""
|
||||
from pathlib import Path
|
||||
|
||||
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
db_path = path_manager.get_database_path()
|
||||
if not db_path.exists():
|
||||
return None
|
||||
conn = sqlite3.connect(str(db_path))
|
||||
@@ -540,3 +520,131 @@ def get_account(account_id: str):
|
||||
except Exception as e:
|
||||
conn.close()
|
||||
raise e
|
||||
|
||||
|
||||
def get_historical_balances(account_id=None, days=365):
|
||||
"""Get historical balance progression based on transaction history"""
|
||||
db_path = path_manager.get_database_path()
|
||||
if not db_path.exists():
|
||||
return []
|
||||
|
||||
conn = sqlite3.connect(str(db_path))
|
||||
conn.row_factory = sqlite3.Row
|
||||
cursor = conn.cursor()
|
||||
|
||||
try:
|
||||
# Get current balance for each account/type to use as the final balance
|
||||
current_balances_query = """
|
||||
SELECT account_id, type, amount, currency
|
||||
FROM balances b1
|
||||
WHERE b1.timestamp = (
|
||||
SELECT MAX(b2.timestamp)
|
||||
FROM balances b2
|
||||
WHERE b2.account_id = b1.account_id AND b2.type = b1.type
|
||||
)
|
||||
"""
|
||||
params = []
|
||||
|
||||
if account_id:
|
||||
current_balances_query += " AND b1.account_id = ?"
|
||||
params.append(account_id)
|
||||
|
||||
cursor.execute(current_balances_query, params)
|
||||
current_balances = {
|
||||
(row['account_id'], row['type']): {
|
||||
'amount': row['amount'],
|
||||
'currency': row['currency']
|
||||
}
|
||||
for row in cursor.fetchall()
|
||||
}
|
||||
|
||||
# Get transactions for the specified period, ordered by date descending
|
||||
from datetime import datetime, timedelta
|
||||
cutoff_date = (datetime.now() - timedelta(days=days)).isoformat()
|
||||
|
||||
transactions_query = """
|
||||
SELECT accountId, transactionDate, transactionValue
|
||||
FROM transactions
|
||||
WHERE transactionDate >= ?
|
||||
"""
|
||||
|
||||
if account_id:
|
||||
transactions_query += " AND accountId = ?"
|
||||
params = [cutoff_date, account_id]
|
||||
else:
|
||||
params = [cutoff_date]
|
||||
|
||||
transactions_query += " ORDER BY transactionDate DESC"
|
||||
|
||||
cursor.execute(transactions_query, params)
|
||||
transactions = cursor.fetchall()
|
||||
|
||||
# Calculate historical balances by working backwards from current balance
|
||||
historical_balances = []
|
||||
account_running_balances: dict[str, dict[str, float]] = {}
|
||||
|
||||
# Initialize running balances with current balances
|
||||
for (acc_id, balance_type), balance_info in current_balances.items():
|
||||
if acc_id not in account_running_balances:
|
||||
account_running_balances[acc_id] = {}
|
||||
account_running_balances[acc_id][balance_type] = balance_info['amount']
|
||||
|
||||
# Group transactions by date
|
||||
from collections import defaultdict
|
||||
transactions_by_date = defaultdict(list)
|
||||
|
||||
for txn in transactions:
|
||||
date_str = txn['transactionDate'][:10] # Extract just the date part
|
||||
transactions_by_date[date_str].append(txn)
|
||||
|
||||
# Generate historical balance points
|
||||
# Start from today and work backwards
|
||||
current_date = datetime.now().date()
|
||||
|
||||
for day_offset in range(0, days, 7): # Sample every 7 days for performance
|
||||
target_date = current_date - timedelta(days=day_offset)
|
||||
target_date_str = target_date.isoformat()
|
||||
|
||||
# For each account, create balance entries
|
||||
for acc_id in account_running_balances:
|
||||
for balance_type in ['closingBooked']: # Focus on closingBooked for the chart
|
||||
if balance_type in account_running_balances[acc_id]:
|
||||
balance_amount = account_running_balances[acc_id][balance_type]
|
||||
currency = current_balances.get((acc_id, balance_type), {}).get('currency', 'EUR')
|
||||
|
||||
historical_balances.append({
|
||||
'id': f"{acc_id}_{balance_type}_{target_date_str}",
|
||||
'account_id': acc_id,
|
||||
'balance_amount': balance_amount,
|
||||
'balance_type': balance_type,
|
||||
'currency': currency,
|
||||
'reference_date': target_date_str,
|
||||
'created_at': None,
|
||||
'updated_at': None
|
||||
})
|
||||
|
||||
# Subtract transactions that occurred on this date and later dates
|
||||
# to simulate going back in time
|
||||
for date_str in list(transactions_by_date.keys()):
|
||||
if date_str >= target_date_str:
|
||||
for txn in transactions_by_date[date_str]:
|
||||
acc_id = txn['accountId']
|
||||
amount = txn['transactionValue']
|
||||
|
||||
if acc_id in account_running_balances:
|
||||
for balance_type in account_running_balances[acc_id]:
|
||||
account_running_balances[acc_id][balance_type] -= amount
|
||||
|
||||
# Remove processed transactions to avoid double-processing
|
||||
del transactions_by_date[date_str]
|
||||
|
||||
conn.close()
|
||||
|
||||
# Sort by date for proper chronological order
|
||||
historical_balances.sort(key=lambda x: x['reference_date'])
|
||||
|
||||
return historical_balances
|
||||
|
||||
except Exception as e:
|
||||
conn.close()
|
||||
raise e
|
||||
|
||||
@@ -7,6 +7,7 @@ import click
|
||||
|
||||
from leggen.utils.config import load_config
|
||||
from leggen.utils.text import error
|
||||
from leggen.utils.paths import path_manager
|
||||
|
||||
cmd_folder = os.path.abspath(os.path.join(os.path.dirname(__file__), "commands"))
|
||||
|
||||
@@ -77,7 +78,7 @@ class Group(click.Group):
|
||||
"-c",
|
||||
"--config",
|
||||
type=click.Path(dir_okay=False),
|
||||
default=Path.home() / ".config" / "leggen" / "config.toml",
|
||||
default=lambda: str(path_manager.get_config_file_path()),
|
||||
show_default=True,
|
||||
callback=load_config,
|
||||
is_eager=True,
|
||||
@@ -86,6 +87,20 @@ class Group(click.Group):
|
||||
show_envvar=True,
|
||||
help="Path to TOML configuration file",
|
||||
)
|
||||
@click.option(
|
||||
"--config-dir",
|
||||
type=click.Path(exists=False, file_okay=False, path_type=Path),
|
||||
envvar="LEGGEN_CONFIG_DIR",
|
||||
show_envvar=True,
|
||||
help="Directory containing configuration files (default: ~/.config/leggen)",
|
||||
)
|
||||
@click.option(
|
||||
"--database",
|
||||
type=click.Path(dir_okay=False, path_type=Path),
|
||||
envvar="LEGGEN_DATABASE_PATH",
|
||||
show_envvar=True,
|
||||
help="Path to SQLite database file (default: <config-dir>/leggen.db)",
|
||||
)
|
||||
@click.option(
|
||||
"--api-url",
|
||||
type=str,
|
||||
@@ -100,7 +115,7 @@ class Group(click.Group):
|
||||
)
|
||||
@click.version_option(package_name="leggen")
|
||||
@click.pass_context
|
||||
def cli(ctx: click.Context, api_url: str):
|
||||
def cli(ctx: click.Context, config_dir: Path, database: Path, api_url: str):
|
||||
"""
|
||||
Leggen: An Open Banking CLI
|
||||
"""
|
||||
@@ -109,5 +124,11 @@ def cli(ctx: click.Context, api_url: str):
|
||||
if "--help" in sys.argv[1:] or "-h" in sys.argv[1:]:
|
||||
return
|
||||
|
||||
# Set up path manager with user-provided paths
|
||||
if config_dir:
|
||||
path_manager.set_config_dir(config_dir)
|
||||
if database:
|
||||
path_manager.set_database_path(database)
|
||||
|
||||
# Store API URL in context for commands to use
|
||||
ctx.obj["api_url"] = api_url
|
||||
|
||||
78
leggen/utils/paths.py
Normal file
78
leggen/utils/paths.py
Normal file
@@ -0,0 +1,78 @@
|
||||
"""Centralized path management for Leggen."""
|
||||
|
||||
import contextlib
|
||||
import os
|
||||
from pathlib import Path
|
||||
from typing import Optional
|
||||
|
||||
|
||||
class PathManager:
|
||||
"""Manages configurable paths for config and database files."""
|
||||
|
||||
def __init__(self):
|
||||
self._config_dir: Optional[Path] = None
|
||||
self._database_path: Optional[Path] = None
|
||||
|
||||
def get_config_dir(self) -> Path:
|
||||
"""Get the configuration directory."""
|
||||
if self._config_dir is not None:
|
||||
return self._config_dir
|
||||
|
||||
# Check environment variable first
|
||||
config_dir = os.environ.get("LEGGEN_CONFIG_DIR")
|
||||
if config_dir:
|
||||
return Path(config_dir)
|
||||
|
||||
# Default to ~/.config/leggen
|
||||
return Path.home() / ".config" / "leggen"
|
||||
|
||||
def set_config_dir(self, path: Path) -> None:
|
||||
"""Set the configuration directory."""
|
||||
self._config_dir = Path(path)
|
||||
|
||||
def get_config_file_path(self) -> Path:
|
||||
"""Get the configuration file path."""
|
||||
return self.get_config_dir() / "config.toml"
|
||||
|
||||
def get_database_path(self) -> Path:
|
||||
"""Get the database file path and ensure the directory exists."""
|
||||
if self._database_path is not None:
|
||||
db_path = self._database_path
|
||||
else:
|
||||
# Check environment variable first
|
||||
database_path = os.environ.get("LEGGEN_DATABASE_PATH")
|
||||
if database_path:
|
||||
db_path = Path(database_path)
|
||||
else:
|
||||
# Default to config_dir/leggen.db
|
||||
db_path = self.get_config_dir() / "leggen.db"
|
||||
|
||||
# Try to ensure the directory exists, but handle permission errors gracefully
|
||||
with contextlib.suppress(PermissionError, OSError):
|
||||
db_path.parent.mkdir(parents=True, exist_ok=True)
|
||||
|
||||
return db_path
|
||||
|
||||
def set_database_path(self, path: Path) -> None:
|
||||
"""Set the database file path."""
|
||||
self._database_path = Path(path)
|
||||
|
||||
def get_auth_file_path(self) -> Path:
|
||||
"""Get the authentication file path."""
|
||||
return self.get_config_dir() / "auth.json"
|
||||
|
||||
def ensure_config_dir_exists(self) -> None:
|
||||
"""Ensure the configuration directory exists."""
|
||||
self.get_config_dir().mkdir(parents=True, exist_ok=True)
|
||||
|
||||
def ensure_database_dir_exists(self) -> None:
|
||||
"""Ensure the database directory exists.
|
||||
|
||||
Note: get_database_path() now automatically ensures the directory exists,
|
||||
so this method is mainly for explicit directory creation in tests.
|
||||
"""
|
||||
self.get_database_path().parent.mkdir(parents=True, exist_ok=True)
|
||||
|
||||
|
||||
# Global instance for the application
|
||||
path_manager = PathManager()
|
||||
@@ -215,6 +215,31 @@ async def get_all_balances() -> APIResponse:
|
||||
) from e
|
||||
|
||||
|
||||
@router.get("/balances/history", response_model=APIResponse)
|
||||
async def get_historical_balances(
|
||||
days: Optional[int] = Query(default=365, le=1095, ge=1, description="Number of days of history to retrieve"),
|
||||
account_id: Optional[str] = Query(default=None, description="Filter by specific account ID")
|
||||
) -> APIResponse:
|
||||
"""Get historical balance progression calculated from transaction history"""
|
||||
try:
|
||||
# Get historical balances from database
|
||||
historical_balances = await database_service.get_historical_balances_from_db(
|
||||
account_id=account_id, days=days or 365
|
||||
)
|
||||
|
||||
return APIResponse(
|
||||
success=True,
|
||||
data=historical_balances,
|
||||
message=f"Retrieved {len(historical_balances)} historical balance points over {days} days",
|
||||
)
|
||||
|
||||
except Exception as e:
|
||||
logger.error(f"Failed to get historical balances: {e}")
|
||||
raise HTTPException(
|
||||
status_code=500, detail=f"Failed to get historical balances: {str(e)}"
|
||||
) from e
|
||||
|
||||
|
||||
@router.get("/accounts/{account_id}/transactions", response_model=APIResponse)
|
||||
async def get_account_transactions(
|
||||
account_id: str,
|
||||
|
||||
@@ -202,3 +202,55 @@ async def get_transaction_stats(
|
||||
raise HTTPException(
|
||||
status_code=500, detail=f"Failed to get transaction stats: {str(e)}"
|
||||
) from e
|
||||
|
||||
|
||||
@router.get("/transactions/analytics", response_model=APIResponse)
|
||||
async def get_transactions_for_analytics(
|
||||
days: int = Query(default=365, description="Number of days to include"),
|
||||
account_id: Optional[str] = Query(default=None, description="Filter by account ID"),
|
||||
) -> APIResponse:
|
||||
"""Get all transactions for analytics (no pagination) for the last N days"""
|
||||
try:
|
||||
# Date range for analytics
|
||||
end_date = datetime.now()
|
||||
start_date = end_date - timedelta(days=days)
|
||||
|
||||
# Format dates for database query
|
||||
date_from = start_date.isoformat()
|
||||
date_to = end_date.isoformat()
|
||||
|
||||
# Get ALL transactions from database (no limit for analytics)
|
||||
transactions = await database_service.get_transactions_from_db(
|
||||
account_id=account_id,
|
||||
date_from=date_from,
|
||||
date_to=date_to,
|
||||
limit=None, # No limit - get all transactions
|
||||
)
|
||||
|
||||
# Transform for frontend (summary format)
|
||||
transaction_summaries = [
|
||||
{
|
||||
"transaction_id": txn["transactionId"],
|
||||
"date": txn["transactionDate"],
|
||||
"description": txn["description"],
|
||||
"amount": txn["transactionValue"],
|
||||
"currency": txn["transactionCurrency"],
|
||||
"status": txn["transactionStatus"],
|
||||
"account_id": txn["accountId"],
|
||||
}
|
||||
for txn in transactions
|
||||
]
|
||||
|
||||
return APIResponse(
|
||||
success=True,
|
||||
data=transaction_summaries,
|
||||
message=f"Retrieved {len(transaction_summaries)} transactions for analytics",
|
||||
)
|
||||
|
||||
except Exception as e:
|
||||
logger.error(f"Failed to get transactions for analytics: {e}")
|
||||
raise HTTPException(
|
||||
status_code=500, detail=f"Failed to get analytics transactions: {str(e)}"
|
||||
) from e
|
||||
|
||||
|
||||
|
||||
@@ -5,6 +5,7 @@ from pathlib import Path
|
||||
from typing import Dict, Any, Optional
|
||||
|
||||
from loguru import logger
|
||||
from leggen.utils.paths import path_manager
|
||||
|
||||
|
||||
class Config:
|
||||
@@ -22,10 +23,9 @@ class Config:
|
||||
return self._config
|
||||
|
||||
if config_path is None:
|
||||
config_path = os.environ.get(
|
||||
"LEGGEN_CONFIG_FILE",
|
||||
str(Path.home() / ".config" / "leggen" / "config.toml"),
|
||||
)
|
||||
config_path = os.environ.get("LEGGEN_CONFIG_FILE")
|
||||
if not config_path:
|
||||
config_path = str(path_manager.get_config_file_path())
|
||||
|
||||
self._config_path = config_path
|
||||
|
||||
@@ -52,10 +52,9 @@ class Config:
|
||||
config_data = self._config
|
||||
|
||||
if config_path is None:
|
||||
config_path = self._config_path or os.environ.get(
|
||||
"LEGGEN_CONFIG_FILE",
|
||||
str(Path.home() / ".config" / "leggen" / "config.toml"),
|
||||
)
|
||||
config_path = self._config_path or os.environ.get("LEGGEN_CONFIG_FILE")
|
||||
if not config_path:
|
||||
config_path = str(path_manager.get_config_file_path())
|
||||
|
||||
if config_path is None:
|
||||
raise ValueError("No config path specified")
|
||||
|
||||
@@ -121,6 +121,8 @@ def create_app() -> FastAPI:
|
||||
|
||||
def main():
|
||||
import argparse
|
||||
from pathlib import Path
|
||||
from leggen.utils.paths import path_manager
|
||||
|
||||
parser = argparse.ArgumentParser(description="Start the Leggend API service")
|
||||
parser.add_argument(
|
||||
@@ -132,8 +134,24 @@ def main():
|
||||
parser.add_argument(
|
||||
"--port", type=int, default=8000, help="Port to bind to (default: 8000)"
|
||||
)
|
||||
parser.add_argument(
|
||||
"--config-dir",
|
||||
type=Path,
|
||||
help="Directory containing configuration files (default: ~/.config/leggen)",
|
||||
)
|
||||
parser.add_argument(
|
||||
"--database",
|
||||
type=Path,
|
||||
help="Path to SQLite database file (default: <config-dir>/leggen.db)",
|
||||
)
|
||||
args = parser.parse_args()
|
||||
|
||||
# Set up path manager with user-provided paths
|
||||
if args.config_dir:
|
||||
path_manager.set_config_dir(args.config_dir)
|
||||
if args.database:
|
||||
path_manager.set_database_path(args.database)
|
||||
|
||||
if args.reload:
|
||||
# Use string import for reload to work properly
|
||||
uvicorn.run(
|
||||
|
||||
@@ -6,6 +6,7 @@ from loguru import logger
|
||||
|
||||
from leggend.config import config
|
||||
import leggen.database.sqlite as sqlite_db
|
||||
from leggen.utils.paths import path_manager
|
||||
|
||||
|
||||
class DatabaseService:
|
||||
@@ -117,7 +118,7 @@ class DatabaseService:
|
||||
async def get_transactions_from_db(
|
||||
self,
|
||||
account_id: Optional[str] = None,
|
||||
limit: Optional[int] = 100,
|
||||
limit: Optional[int] = None, # None means no limit, used for stats
|
||||
offset: Optional[int] = 0,
|
||||
date_from: Optional[str] = None,
|
||||
date_to: Optional[str] = None,
|
||||
@@ -133,7 +134,7 @@ class DatabaseService:
|
||||
try:
|
||||
transactions = sqlite_db.get_transactions(
|
||||
account_id=account_id,
|
||||
limit=limit or 100,
|
||||
limit=limit, # Pass limit as-is, None means no limit
|
||||
offset=offset or 0,
|
||||
date_from=date_from,
|
||||
date_to=date_to,
|
||||
@@ -194,6 +195,22 @@ class DatabaseService:
|
||||
logger.error(f"Failed to get balances from database: {e}")
|
||||
return []
|
||||
|
||||
async def get_historical_balances_from_db(
|
||||
self, account_id: Optional[str] = None, days: int = 365
|
||||
) -> List[Dict[str, Any]]:
|
||||
"""Get historical balance progression from SQLite database"""
|
||||
if not self.sqlite_enabled:
|
||||
logger.warning("SQLite database disabled, cannot read historical balances")
|
||||
return []
|
||||
|
||||
try:
|
||||
balances = sqlite_db.get_historical_balances(account_id=account_id, days=days)
|
||||
logger.debug(f"Retrieved {len(balances)} historical balance points from database")
|
||||
return balances
|
||||
except Exception as e:
|
||||
logger.error(f"Failed to get historical balances from database: {e}")
|
||||
return []
|
||||
|
||||
async def get_account_summary_from_db(
|
||||
self, account_id: str
|
||||
) -> Optional[Dict[str, Any]]:
|
||||
@@ -280,9 +297,7 @@ class DatabaseService:
|
||||
|
||||
async def _check_balance_timestamp_migration_needed(self) -> bool:
|
||||
"""Check if balance timestamps need migration"""
|
||||
from pathlib import Path
|
||||
|
||||
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
db_path = path_manager.get_database_path()
|
||||
if not db_path.exists():
|
||||
return False
|
||||
|
||||
@@ -310,9 +325,7 @@ class DatabaseService:
|
||||
|
||||
async def _migrate_balance_timestamps(self):
|
||||
"""Convert all Unix timestamps to datetime strings"""
|
||||
from pathlib import Path
|
||||
|
||||
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
db_path = path_manager.get_database_path()
|
||||
if not db_path.exists():
|
||||
logger.warning("Database file not found, skipping migration")
|
||||
return
|
||||
@@ -399,9 +412,7 @@ class DatabaseService:
|
||||
|
||||
async def _check_null_transaction_ids_migration_needed(self) -> bool:
|
||||
"""Check if null transaction IDs need migration"""
|
||||
from pathlib import Path
|
||||
|
||||
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
db_path = path_manager.get_database_path()
|
||||
if not db_path.exists():
|
||||
return False
|
||||
|
||||
@@ -429,9 +440,8 @@ class DatabaseService:
|
||||
async def _migrate_null_transaction_ids(self):
|
||||
"""Populate null internalTransactionId fields using transactionId from raw data"""
|
||||
import uuid
|
||||
from pathlib import Path
|
||||
|
||||
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
db_path = path_manager.get_database_path()
|
||||
if not db_path.exists():
|
||||
logger.warning("Database file not found, skipping migration")
|
||||
return
|
||||
@@ -538,9 +548,7 @@ class DatabaseService:
|
||||
|
||||
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"
|
||||
db_path = path_manager.get_database_path()
|
||||
if not db_path.exists():
|
||||
return False
|
||||
|
||||
@@ -586,9 +594,7 @@ class DatabaseService:
|
||||
|
||||
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"
|
||||
db_path = path_manager.get_database_path()
|
||||
if not db_path.exists():
|
||||
logger.warning("Database file not found, skipping migration")
|
||||
return
|
||||
@@ -704,10 +710,7 @@ class DatabaseService:
|
||||
try:
|
||||
import sqlite3
|
||||
|
||||
from pathlib import Path
|
||||
|
||||
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
db_path.parent.mkdir(parents=True, exist_ok=True)
|
||||
db_path = path_manager.get_database_path()
|
||||
conn = sqlite3.connect(str(db_path))
|
||||
cursor = conn.cursor()
|
||||
|
||||
@@ -786,10 +789,7 @@ class DatabaseService:
|
||||
import sqlite3
|
||||
import json
|
||||
|
||||
from pathlib import Path
|
||||
|
||||
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
db_path.parent.mkdir(parents=True, exist_ok=True)
|
||||
db_path = path_manager.get_database_path()
|
||||
conn = sqlite3.connect(str(db_path))
|
||||
cursor = conn.cursor()
|
||||
|
||||
@@ -888,11 +888,6 @@ class DatabaseService:
|
||||
) -> None:
|
||||
"""Persist account details to SQLite"""
|
||||
try:
|
||||
from pathlib import Path
|
||||
|
||||
db_path = Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
db_path.parent.mkdir(parents=True, exist_ok=True)
|
||||
|
||||
# Use the sqlite_db module function
|
||||
sqlite_db.persist_account(account_data)
|
||||
|
||||
|
||||
@@ -6,6 +6,7 @@ from typing import Dict, Any, List
|
||||
from loguru import logger
|
||||
|
||||
from leggend.config import config
|
||||
from leggen.utils.paths import path_manager
|
||||
|
||||
|
||||
def _log_rate_limits(response):
|
||||
@@ -39,8 +40,8 @@ class GoCardlessService:
|
||||
if self._token:
|
||||
return self._token
|
||||
|
||||
# Use ~/.config/leggen for consistency with main config
|
||||
auth_file = Path.home() / ".config" / "leggen" / "auth.json"
|
||||
# Use path manager for auth file
|
||||
auth_file = path_manager.get_auth_file_path()
|
||||
|
||||
if auth_file.exists():
|
||||
try:
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
[project]
|
||||
name = "leggen"
|
||||
version = "2025.9.8"
|
||||
version = "2025.9.10"
|
||||
description = "An Open Banking CLI"
|
||||
authors = [{ name = "Elisiário Couto", email = "elisiario@couto.io" }]
|
||||
requires-python = "~=3.13.0"
|
||||
|
||||
546
scripts/generate_sample_db.py
Executable file
546
scripts/generate_sample_db.py
Executable file
@@ -0,0 +1,546 @@
|
||||
#!/usr/bin/env python3
|
||||
"""Sample database generator for Leggen testing and development."""
|
||||
|
||||
import json
|
||||
import random
|
||||
import sqlite3
|
||||
import sys
|
||||
from datetime import datetime, timedelta
|
||||
from pathlib import Path
|
||||
from typing import List, Dict, Any
|
||||
|
||||
import click
|
||||
|
||||
# Add the project root to the Python path
|
||||
project_root = Path(__file__).parent.parent
|
||||
sys.path.insert(0, str(project_root))
|
||||
|
||||
# Import after path setup - this is necessary for the script to work
|
||||
from leggen.utils.paths import path_manager # noqa: E402
|
||||
|
||||
|
||||
class SampleDataGenerator:
|
||||
"""Generates realistic sample data for testing Leggen."""
|
||||
|
||||
def __init__(self, db_path: Path):
|
||||
self.db_path = db_path
|
||||
self.institutions = [
|
||||
{
|
||||
"id": "REVOLUT_REVOLT21",
|
||||
"name": "Revolut",
|
||||
"bic": "REVOLT21",
|
||||
"country": "LT",
|
||||
},
|
||||
{
|
||||
"id": "BANCOBPI_BBPIPTPL",
|
||||
"name": "Banco BPI",
|
||||
"bic": "BBPIPTPL",
|
||||
"country": "PT",
|
||||
},
|
||||
{
|
||||
"id": "MONZO_MONZGB2L",
|
||||
"name": "Monzo Bank",
|
||||
"bic": "MONZGB2L",
|
||||
"country": "GB",
|
||||
},
|
||||
{
|
||||
"id": "NUBANK_NUPBBR25",
|
||||
"name": "Nu Pagamentos",
|
||||
"bic": "NUPBBR25",
|
||||
"country": "BR",
|
||||
},
|
||||
]
|
||||
|
||||
self.transaction_types = [
|
||||
{
|
||||
"description": "Grocery Store",
|
||||
"amount_range": (-150, -20),
|
||||
"frequency": 0.3,
|
||||
},
|
||||
{"description": "Coffee Shop", "amount_range": (-15, -3), "frequency": 0.2},
|
||||
{
|
||||
"description": "Gas Station",
|
||||
"amount_range": (-80, -30),
|
||||
"frequency": 0.1,
|
||||
},
|
||||
{
|
||||
"description": "Online Shopping",
|
||||
"amount_range": (-200, -25),
|
||||
"frequency": 0.15,
|
||||
},
|
||||
{
|
||||
"description": "Restaurant",
|
||||
"amount_range": (-60, -15),
|
||||
"frequency": 0.15,
|
||||
},
|
||||
{"description": "Salary", "amount_range": (2500, 5000), "frequency": 0.02},
|
||||
{
|
||||
"description": "ATM Withdrawal",
|
||||
"amount_range": (-200, -20),
|
||||
"frequency": 0.05,
|
||||
},
|
||||
{
|
||||
"description": "Transfer to Savings",
|
||||
"amount_range": (-1000, -100),
|
||||
"frequency": 0.03,
|
||||
},
|
||||
]
|
||||
|
||||
def ensure_database_dir(self):
|
||||
"""Ensure database directory exists."""
|
||||
self.db_path.parent.mkdir(parents=True, exist_ok=True)
|
||||
|
||||
def create_tables(self):
|
||||
"""Create database tables."""
|
||||
conn = sqlite3.connect(str(self.db_path))
|
||||
cursor = conn.cursor()
|
||||
|
||||
# Create accounts table
|
||||
cursor.execute("""
|
||||
CREATE TABLE IF NOT EXISTS accounts (
|
||||
id TEXT PRIMARY KEY,
|
||||
institution_id TEXT,
|
||||
status TEXT,
|
||||
iban TEXT,
|
||||
name TEXT,
|
||||
currency TEXT,
|
||||
created DATETIME,
|
||||
last_accessed DATETIME,
|
||||
last_updated DATETIME
|
||||
)
|
||||
""")
|
||||
|
||||
# Create transactions table with composite primary key
|
||||
cursor.execute("""
|
||||
CREATE TABLE IF NOT EXISTS transactions (
|
||||
accountId TEXT NOT NULL,
|
||||
transactionId TEXT NOT NULL,
|
||||
internalTransactionId TEXT,
|
||||
institutionId TEXT,
|
||||
iban TEXT,
|
||||
transactionDate DATETIME,
|
||||
description TEXT,
|
||||
transactionValue REAL,
|
||||
transactionCurrency TEXT,
|
||||
transactionStatus TEXT,
|
||||
rawTransaction JSON,
|
||||
PRIMARY KEY (accountId, transactionId)
|
||||
)
|
||||
""")
|
||||
|
||||
# Create balances table
|
||||
cursor.execute("""
|
||||
CREATE TABLE IF NOT EXISTS balances (
|
||||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||||
account_id TEXT,
|
||||
bank TEXT,
|
||||
status TEXT,
|
||||
iban TEXT,
|
||||
amount REAL,
|
||||
currency TEXT,
|
||||
type TEXT,
|
||||
timestamp DATETIME
|
||||
)
|
||||
""")
|
||||
|
||||
# Create indexes
|
||||
cursor.execute(
|
||||
"CREATE INDEX IF NOT EXISTS idx_transactions_internal_id ON transactions(internalTransactionId)"
|
||||
)
|
||||
cursor.execute(
|
||||
"CREATE INDEX IF NOT EXISTS idx_transactions_date ON transactions(transactionDate)"
|
||||
)
|
||||
cursor.execute(
|
||||
"CREATE INDEX IF NOT EXISTS idx_transactions_account_date ON transactions(accountId, transactionDate)"
|
||||
)
|
||||
cursor.execute(
|
||||
"CREATE INDEX IF NOT EXISTS idx_transactions_amount ON transactions(transactionValue)"
|
||||
)
|
||||
cursor.execute(
|
||||
"CREATE INDEX IF NOT EXISTS idx_balances_account_id ON balances(account_id)"
|
||||
)
|
||||
cursor.execute(
|
||||
"CREATE INDEX IF NOT EXISTS idx_balances_timestamp ON balances(timestamp)"
|
||||
)
|
||||
cursor.execute(
|
||||
"CREATE INDEX IF NOT EXISTS idx_balances_account_type_timestamp ON balances(account_id, type, timestamp)"
|
||||
)
|
||||
cursor.execute(
|
||||
"CREATE INDEX IF NOT EXISTS idx_accounts_institution_id ON accounts(institution_id)"
|
||||
)
|
||||
cursor.execute(
|
||||
"CREATE INDEX IF NOT EXISTS idx_accounts_status ON accounts(status)"
|
||||
)
|
||||
|
||||
conn.commit()
|
||||
conn.close()
|
||||
|
||||
def generate_iban(self, country_code: str) -> str:
|
||||
"""Generate a realistic IBAN for the given country."""
|
||||
ibans = {
|
||||
"LT": lambda: f"LT{random.randint(10, 99)}{random.randint(10000, 99999)}{random.randint(10000000, 99999999)}",
|
||||
"PT": lambda: f"PT{random.randint(10, 99)}{random.randint(1000, 9999)}{random.randint(1000, 9999)}{random.randint(10000000000, 99999999999)}",
|
||||
"GB": lambda: f"GB{random.randint(10, 99)}MONZ{random.randint(100000, 999999)}{random.randint(100000, 999999)}",
|
||||
"BR": lambda: f"BR{random.randint(10, 99)}{random.randint(10000000, 99999999)}{random.randint(1000, 9999)}{random.randint(10000000, 99999999)}",
|
||||
}
|
||||
return ibans.get(
|
||||
country_code,
|
||||
lambda: f"{country_code}{random.randint(1000000000000000, 9999999999999999)}",
|
||||
)()
|
||||
|
||||
def generate_accounts(self, num_accounts: int = 3) -> List[Dict[str, Any]]:
|
||||
"""Generate sample accounts."""
|
||||
accounts = []
|
||||
base_date = datetime.now() - timedelta(days=90)
|
||||
|
||||
for i in range(num_accounts):
|
||||
institution = random.choice(self.institutions)
|
||||
account_id = f"account-{i + 1:03d}-{random.randint(1000, 9999)}"
|
||||
|
||||
account = {
|
||||
"id": account_id,
|
||||
"institution_id": institution["id"],
|
||||
"status": "READY",
|
||||
"iban": self.generate_iban(institution["country"]),
|
||||
"name": f"Personal Account {i + 1}",
|
||||
"currency": "EUR",
|
||||
"created": (
|
||||
base_date + timedelta(days=random.randint(0, 30))
|
||||
).isoformat(),
|
||||
"last_accessed": (
|
||||
datetime.now() - timedelta(hours=random.randint(1, 48))
|
||||
).isoformat(),
|
||||
"last_updated": datetime.now().isoformat(),
|
||||
}
|
||||
accounts.append(account)
|
||||
|
||||
return accounts
|
||||
|
||||
def generate_transactions(
|
||||
self, accounts: List[Dict[str, Any]], num_transactions_per_account: int = 50
|
||||
) -> List[Dict[str, Any]]:
|
||||
"""Generate sample transactions for accounts."""
|
||||
transactions = []
|
||||
base_date = datetime.now() - timedelta(days=60)
|
||||
|
||||
for account in accounts:
|
||||
account_transactions = []
|
||||
current_balance = random.uniform(500, 3000)
|
||||
|
||||
for i in range(num_transactions_per_account):
|
||||
# Choose transaction type based on frequency weights
|
||||
transaction_type = random.choices(
|
||||
self.transaction_types,
|
||||
weights=[t["frequency"] for t in self.transaction_types],
|
||||
)[0]
|
||||
|
||||
# Generate transaction amount
|
||||
min_amount, max_amount = transaction_type["amount_range"]
|
||||
amount = round(random.uniform(min_amount, max_amount), 2)
|
||||
|
||||
# Generate transaction date (more recent transactions are more likely)
|
||||
days_ago = random.choices(
|
||||
range(60), weights=[1.5 ** (60 - d) for d in range(60)]
|
||||
)[0]
|
||||
transaction_date = base_date + timedelta(
|
||||
days=days_ago,
|
||||
hours=random.randint(6, 22),
|
||||
minutes=random.randint(0, 59),
|
||||
)
|
||||
|
||||
# Generate transaction IDs
|
||||
transaction_id = f"bank-txn-{account['id']}-{i + 1:04d}"
|
||||
internal_transaction_id = f"int-txn-{random.randint(100000, 999999)}"
|
||||
|
||||
# Create realistic descriptions
|
||||
descriptions = {
|
||||
"Grocery Store": [
|
||||
"TESCO",
|
||||
"SAINSBURY'S",
|
||||
"LIDL",
|
||||
"ALDI",
|
||||
"WALMART",
|
||||
"CARREFOUR",
|
||||
],
|
||||
"Coffee Shop": [
|
||||
"STARBUCKS",
|
||||
"COSTA COFFEE",
|
||||
"PRET A MANGER",
|
||||
"LOCAL CAFE",
|
||||
],
|
||||
"Gas Station": ["BP", "SHELL", "ESSO", "GALP", "PETROBRAS"],
|
||||
"Online Shopping": ["AMAZON", "EBAY", "ZALANDO", "ASOS", "APPLE"],
|
||||
"Restaurant": [
|
||||
"PIZZA HUT",
|
||||
"MCDONALD'S",
|
||||
"BURGER KING",
|
||||
"LOCAL RESTAURANT",
|
||||
],
|
||||
"Salary": ["MONTHLY SALARY", "PAYROLL DEPOSIT", "SALARY PAYMENT"],
|
||||
"ATM Withdrawal": ["ATM WITHDRAWAL", "CASH WITHDRAWAL"],
|
||||
"Transfer to Savings": ["SAVINGS TRANSFER", "INVESTMENT TRANSFER"],
|
||||
}
|
||||
|
||||
specific_descriptions = descriptions.get(
|
||||
transaction_type["description"], [transaction_type["description"]]
|
||||
)
|
||||
description = random.choice(specific_descriptions)
|
||||
|
||||
# Create raw transaction (simplified GoCardless format)
|
||||
raw_transaction = {
|
||||
"transactionId": transaction_id,
|
||||
"bookingDate": transaction_date.strftime("%Y-%m-%d"),
|
||||
"valueDate": transaction_date.strftime("%Y-%m-%d"),
|
||||
"transactionAmount": {
|
||||
"amount": str(amount),
|
||||
"currency": account["currency"],
|
||||
},
|
||||
"remittanceInformationUnstructured": description,
|
||||
"bankTransactionCode": "PMNT" if amount < 0 else "RCDT",
|
||||
}
|
||||
|
||||
# Determine status (most are booked, some recent ones might be pending)
|
||||
status = (
|
||||
"pending" if days_ago < 2 and random.random() < 0.1 else "booked"
|
||||
)
|
||||
|
||||
transaction = {
|
||||
"accountId": account["id"],
|
||||
"transactionId": transaction_id,
|
||||
"internalTransactionId": internal_transaction_id,
|
||||
"institutionId": account["institution_id"],
|
||||
"iban": account["iban"],
|
||||
"transactionDate": transaction_date.isoformat(),
|
||||
"description": description,
|
||||
"transactionValue": amount,
|
||||
"transactionCurrency": account["currency"],
|
||||
"transactionStatus": status,
|
||||
"rawTransaction": raw_transaction,
|
||||
}
|
||||
|
||||
account_transactions.append(transaction)
|
||||
current_balance += amount
|
||||
|
||||
# Sort transactions by date for realistic ordering
|
||||
account_transactions.sort(key=lambda x: x["transactionDate"])
|
||||
transactions.extend(account_transactions)
|
||||
|
||||
return transactions
|
||||
|
||||
def generate_balances(self, accounts: List[Dict[str, Any]]) -> List[Dict[str, Any]]:
|
||||
"""Generate sample balances for accounts."""
|
||||
balances = []
|
||||
|
||||
for account in accounts:
|
||||
# Calculate balance from transactions (simplified)
|
||||
base_balance = random.uniform(500, 2000)
|
||||
|
||||
balance_types = ["interimAvailable", "closingBooked", "authorised"]
|
||||
|
||||
for balance_type in balance_types:
|
||||
# Add some variation to balance types
|
||||
variation = (
|
||||
random.uniform(-50, 50) if balance_type != "interimAvailable" else 0
|
||||
)
|
||||
balance_amount = base_balance + variation
|
||||
|
||||
balance = {
|
||||
"account_id": account["id"],
|
||||
"bank": account["institution_id"],
|
||||
"status": account["status"],
|
||||
"iban": account["iban"],
|
||||
"amount": round(balance_amount, 2),
|
||||
"currency": account["currency"],
|
||||
"type": balance_type,
|
||||
"timestamp": datetime.now().isoformat(),
|
||||
}
|
||||
balances.append(balance)
|
||||
|
||||
return balances
|
||||
|
||||
def insert_data(
|
||||
self,
|
||||
accounts: List[Dict[str, Any]],
|
||||
transactions: List[Dict[str, Any]],
|
||||
balances: List[Dict[str, Any]],
|
||||
):
|
||||
"""Insert generated data into the database."""
|
||||
conn = sqlite3.connect(str(self.db_path))
|
||||
cursor = conn.cursor()
|
||||
|
||||
# Insert accounts
|
||||
for account in accounts:
|
||||
cursor.execute(
|
||||
"""
|
||||
INSERT OR REPLACE INTO accounts
|
||||
(id, institution_id, status, iban, name, currency, created, last_accessed, last_updated)
|
||||
VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)
|
||||
""",
|
||||
(
|
||||
account["id"],
|
||||
account["institution_id"],
|
||||
account["status"],
|
||||
account["iban"],
|
||||
account["name"],
|
||||
account["currency"],
|
||||
account["created"],
|
||||
account["last_accessed"],
|
||||
account["last_updated"],
|
||||
),
|
||||
)
|
||||
|
||||
# Insert transactions
|
||||
for transaction in transactions:
|
||||
cursor.execute(
|
||||
"""
|
||||
INSERT OR REPLACE INTO transactions
|
||||
(accountId, transactionId, internalTransactionId, institutionId, iban,
|
||||
transactionDate, description, transactionValue, transactionCurrency,
|
||||
transactionStatus, rawTransaction)
|
||||
VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
|
||||
""",
|
||||
(
|
||||
transaction["accountId"],
|
||||
transaction["transactionId"],
|
||||
transaction["internalTransactionId"],
|
||||
transaction["institutionId"],
|
||||
transaction["iban"],
|
||||
transaction["transactionDate"],
|
||||
transaction["description"],
|
||||
transaction["transactionValue"],
|
||||
transaction["transactionCurrency"],
|
||||
transaction["transactionStatus"],
|
||||
json.dumps(transaction["rawTransaction"]),
|
||||
),
|
||||
)
|
||||
|
||||
# Insert balances
|
||||
for balance in balances:
|
||||
cursor.execute(
|
||||
"""
|
||||
INSERT INTO balances
|
||||
(account_id, bank, status, iban, amount, currency, type, timestamp)
|
||||
VALUES (?, ?, ?, ?, ?, ?, ?, ?)
|
||||
""",
|
||||
(
|
||||
balance["account_id"],
|
||||
balance["bank"],
|
||||
balance["status"],
|
||||
balance["iban"],
|
||||
balance["amount"],
|
||||
balance["currency"],
|
||||
balance["type"],
|
||||
balance["timestamp"],
|
||||
),
|
||||
)
|
||||
|
||||
conn.commit()
|
||||
conn.close()
|
||||
|
||||
def generate_sample_database(
|
||||
self, num_accounts: int = 3, num_transactions_per_account: int = 50
|
||||
):
|
||||
"""Generate complete sample database."""
|
||||
click.echo(f"🗄️ Creating sample database at: {self.db_path}")
|
||||
|
||||
self.ensure_database_dir()
|
||||
self.create_tables()
|
||||
|
||||
click.echo(f"👥 Generating {num_accounts} sample accounts...")
|
||||
accounts = self.generate_accounts(num_accounts)
|
||||
|
||||
click.echo(
|
||||
f"💳 Generating {num_transactions_per_account} transactions per account..."
|
||||
)
|
||||
transactions = self.generate_transactions(
|
||||
accounts, num_transactions_per_account
|
||||
)
|
||||
|
||||
click.echo("💰 Generating account balances...")
|
||||
balances = self.generate_balances(accounts)
|
||||
|
||||
click.echo("💾 Inserting data into database...")
|
||||
self.insert_data(accounts, transactions, balances)
|
||||
|
||||
# Print summary
|
||||
click.echo("\n✅ Sample database created successfully!")
|
||||
click.echo("📊 Summary:")
|
||||
click.echo(f" - Accounts: {len(accounts)}")
|
||||
click.echo(f" - Transactions: {len(transactions)}")
|
||||
click.echo(f" - Balances: {len(balances)}")
|
||||
click.echo(f" - Database: {self.db_path}")
|
||||
|
||||
# Show account details
|
||||
click.echo("\n📋 Sample accounts:")
|
||||
for account in accounts:
|
||||
institution_name = next(
|
||||
inst["name"]
|
||||
for inst in self.institutions
|
||||
if inst["id"] == account["institution_id"]
|
||||
)
|
||||
click.echo(f" - {account['id']} ({institution_name}) - {account['iban']}")
|
||||
|
||||
|
||||
@click.command()
|
||||
@click.option(
|
||||
"--database",
|
||||
type=click.Path(path_type=Path),
|
||||
help="Path to database file (default: uses LEGGEN_DATABASE_PATH or ~/.config/leggen/leggen-dev.db)",
|
||||
)
|
||||
@click.option(
|
||||
"--accounts",
|
||||
type=int,
|
||||
default=3,
|
||||
help="Number of sample accounts to generate (default: 3)",
|
||||
)
|
||||
@click.option(
|
||||
"--transactions",
|
||||
type=int,
|
||||
default=50,
|
||||
help="Number of transactions per account (default: 50)",
|
||||
)
|
||||
@click.option(
|
||||
"--force",
|
||||
is_flag=True,
|
||||
help="Overwrite existing database without confirmation",
|
||||
)
|
||||
def main(database: Path, accounts: int, transactions: int, force: bool):
|
||||
"""Generate a sample database with realistic financial data for testing Leggen."""
|
||||
|
||||
# Determine database path
|
||||
if database:
|
||||
db_path = database
|
||||
else:
|
||||
# Use development database by default to avoid overwriting production data
|
||||
import os
|
||||
|
||||
env_path = os.environ.get("LEGGEN_DATABASE_PATH")
|
||||
if env_path:
|
||||
db_path = Path(env_path)
|
||||
else:
|
||||
# Default to development database in config directory
|
||||
db_path = path_manager.get_config_dir() / "leggen-dev.db"
|
||||
|
||||
# Check if database exists and ask for confirmation
|
||||
if db_path.exists() and not force:
|
||||
click.echo(f"⚠️ Database already exists: {db_path}")
|
||||
if not click.confirm("Do you want to overwrite it?"):
|
||||
click.echo("Aborted.")
|
||||
return
|
||||
|
||||
# Generate the sample database
|
||||
generator = SampleDataGenerator(db_path)
|
||||
generator.generate_sample_database(accounts, transactions)
|
||||
|
||||
# Show usage instructions
|
||||
click.echo("\n🚀 Usage instructions:")
|
||||
click.echo("To use this sample database with leggen commands:")
|
||||
click.echo(f" export LEGGEN_DATABASE_PATH={db_path}")
|
||||
click.echo(" leggen transactions")
|
||||
click.echo("")
|
||||
click.echo("To use this sample database with leggend API:")
|
||||
click.echo(f" leggend --database {db_path}")
|
||||
|
||||
|
||||
if __name__ == "__main__":
|
||||
main()
|
||||
@@ -86,23 +86,17 @@ def api_client(fastapi_app):
|
||||
@pytest.fixture
|
||||
def mock_db_path(temp_db_path):
|
||||
"""Mock the database path to use temporary database for testing."""
|
||||
from pathlib import Path
|
||||
from leggen.utils.paths import path_manager
|
||||
|
||||
# Create the expected directory structure
|
||||
temp_home = temp_db_path.parent
|
||||
config_dir = temp_home / ".config" / "leggen"
|
||||
config_dir.mkdir(parents=True, exist_ok=True)
|
||||
# Set the path manager to use the temporary database
|
||||
original_database_path = path_manager._database_path
|
||||
path_manager.set_database_path(temp_db_path)
|
||||
|
||||
# Create the expected database path
|
||||
expected_db_path = config_dir / "leggen.db"
|
||||
|
||||
# Mock Path.home to return our temp directory
|
||||
def mock_home():
|
||||
return temp_home
|
||||
|
||||
# Patch Path.home in the main pathlib module
|
||||
with patch.object(Path, "home", staticmethod(mock_home)):
|
||||
yield expected_db_path
|
||||
try:
|
||||
yield temp_db_path
|
||||
finally:
|
||||
# Restore original path
|
||||
path_manager._database_path = original_database_path
|
||||
|
||||
|
||||
@pytest.fixture
|
||||
|
||||
104
tests/unit/test_analytics_fix.py
Normal file
104
tests/unit/test_analytics_fix.py
Normal file
@@ -0,0 +1,104 @@
|
||||
"""Tests for analytics fixes to ensure all transactions are used in statistics."""
|
||||
|
||||
import pytest
|
||||
from datetime import datetime, timedelta
|
||||
from unittest.mock import Mock, AsyncMock, patch
|
||||
from fastapi.testclient import TestClient
|
||||
|
||||
from leggend.main import create_app
|
||||
from leggend.services.database_service import DatabaseService
|
||||
|
||||
|
||||
class TestAnalyticsFix:
|
||||
"""Test analytics fixes for transaction limits"""
|
||||
|
||||
@pytest.fixture
|
||||
def client(self):
|
||||
app = create_app()
|
||||
return TestClient(app)
|
||||
|
||||
@pytest.fixture
|
||||
def mock_database_service(self):
|
||||
return Mock(spec=DatabaseService)
|
||||
|
||||
@pytest.mark.asyncio
|
||||
async def test_transaction_stats_uses_all_transactions(self, mock_database_service):
|
||||
"""Test that transaction stats endpoint uses all transactions (not limited to 100)"""
|
||||
# Mock data for 600 transactions (simulating the issue)
|
||||
mock_transactions = []
|
||||
for i in range(600):
|
||||
mock_transactions.append({
|
||||
"transactionId": f"txn-{i}",
|
||||
"transactionDate": (datetime.now() - timedelta(days=i % 365)).isoformat(),
|
||||
"description": f"Transaction {i}",
|
||||
"transactionValue": 10.0 if i % 2 == 0 else -5.0,
|
||||
"transactionCurrency": "EUR",
|
||||
"transactionStatus": "booked",
|
||||
"accountId": f"account-{i % 3}",
|
||||
})
|
||||
|
||||
mock_database_service.get_transactions_from_db = AsyncMock(return_value=mock_transactions)
|
||||
|
||||
# Test that the endpoint calls get_transactions_from_db with limit=None
|
||||
with patch('leggend.api.routes.transactions.database_service', mock_database_service):
|
||||
app = create_app()
|
||||
client = TestClient(app)
|
||||
|
||||
response = client.get("/api/v1/transactions/stats?days=365")
|
||||
|
||||
assert response.status_code == 200
|
||||
data = response.json()
|
||||
|
||||
# Verify that limit=None was passed to get all transactions
|
||||
mock_database_service.get_transactions_from_db.assert_called_once()
|
||||
call_args = mock_database_service.get_transactions_from_db.call_args
|
||||
assert call_args.kwargs.get("limit") is None, "Stats endpoint should pass limit=None to get all transactions"
|
||||
|
||||
# Verify that the response contains stats for all 600 transactions
|
||||
assert data["success"] is True
|
||||
stats = data["data"]
|
||||
assert stats["total_transactions"] == 600, "Should process all 600 transactions, not just 100"
|
||||
|
||||
# Verify calculations are correct for all transactions
|
||||
expected_income = sum(txn["transactionValue"] for txn in mock_transactions if txn["transactionValue"] > 0)
|
||||
expected_expenses = sum(abs(txn["transactionValue"]) for txn in mock_transactions if txn["transactionValue"] < 0)
|
||||
|
||||
assert stats["total_income"] == expected_income
|
||||
assert stats["total_expenses"] == expected_expenses
|
||||
|
||||
@pytest.mark.asyncio
|
||||
async def test_analytics_endpoint_returns_all_transactions(self, mock_database_service):
|
||||
"""Test that the new analytics endpoint returns all transactions without pagination"""
|
||||
# Mock data for 600 transactions
|
||||
mock_transactions = []
|
||||
for i in range(600):
|
||||
mock_transactions.append({
|
||||
"transactionId": f"txn-{i}",
|
||||
"transactionDate": (datetime.now() - timedelta(days=i % 365)).isoformat(),
|
||||
"description": f"Transaction {i}",
|
||||
"transactionValue": 10.0 if i % 2 == 0 else -5.0,
|
||||
"transactionCurrency": "EUR",
|
||||
"transactionStatus": "booked",
|
||||
"accountId": f"account-{i % 3}",
|
||||
})
|
||||
|
||||
mock_database_service.get_transactions_from_db = AsyncMock(return_value=mock_transactions)
|
||||
|
||||
with patch('leggend.api.routes.transactions.database_service', mock_database_service):
|
||||
app = create_app()
|
||||
client = TestClient(app)
|
||||
|
||||
response = client.get("/api/v1/transactions/analytics?days=365")
|
||||
|
||||
assert response.status_code == 200
|
||||
data = response.json()
|
||||
|
||||
# Verify that limit=None was passed to get all transactions
|
||||
mock_database_service.get_transactions_from_db.assert_called_once()
|
||||
call_args = mock_database_service.get_transactions_from_db.call_args
|
||||
assert call_args.kwargs.get("limit") is None, "Analytics endpoint should pass limit=None"
|
||||
|
||||
# Verify that all 600 transactions are returned
|
||||
assert data["success"] is True
|
||||
transactions_data = data["data"]
|
||||
assert len(transactions_data) == 600, "Analytics endpoint should return all 600 transactions"
|
||||
170
tests/unit/test_configurable_paths.py
Normal file
170
tests/unit/test_configurable_paths.py
Normal file
@@ -0,0 +1,170 @@
|
||||
"""Integration tests for configurable paths."""
|
||||
|
||||
import pytest
|
||||
import tempfile
|
||||
import os
|
||||
from pathlib import Path
|
||||
from unittest.mock import patch
|
||||
|
||||
from leggen.utils.paths import path_manager
|
||||
from leggen.database.sqlite import persist_balances, get_balances
|
||||
|
||||
|
||||
class MockContext:
|
||||
"""Mock context for testing."""
|
||||
|
||||
|
||||
|
||||
@pytest.mark.unit
|
||||
class TestConfigurablePaths:
|
||||
"""Test configurable path management."""
|
||||
|
||||
def test_default_paths(self):
|
||||
"""Test that default paths are correctly set."""
|
||||
# Reset path manager
|
||||
original_config = path_manager._config_dir
|
||||
original_db = path_manager._database_path
|
||||
|
||||
try:
|
||||
path_manager._config_dir = None
|
||||
path_manager._database_path = None
|
||||
|
||||
# Test defaults
|
||||
config_dir = path_manager.get_config_dir()
|
||||
db_path = path_manager.get_database_path()
|
||||
|
||||
assert config_dir == Path.home() / ".config" / "leggen"
|
||||
assert db_path == Path.home() / ".config" / "leggen" / "leggen.db"
|
||||
finally:
|
||||
path_manager._config_dir = original_config
|
||||
path_manager._database_path = original_db
|
||||
|
||||
def test_environment_variables(self):
|
||||
"""Test that environment variables override defaults."""
|
||||
with tempfile.TemporaryDirectory() as tmpdir:
|
||||
test_config_dir = Path(tmpdir) / "test-config"
|
||||
test_db_path = Path(tmpdir) / "test.db"
|
||||
|
||||
with patch.dict(
|
||||
os.environ,
|
||||
{
|
||||
"LEGGEN_CONFIG_DIR": str(test_config_dir),
|
||||
"LEGGEN_DATABASE_PATH": str(test_db_path),
|
||||
},
|
||||
):
|
||||
# Reset path manager to pick up environment variables
|
||||
original_config = path_manager._config_dir
|
||||
original_db = path_manager._database_path
|
||||
|
||||
try:
|
||||
path_manager._config_dir = None
|
||||
path_manager._database_path = None
|
||||
|
||||
config_dir = path_manager.get_config_dir()
|
||||
db_path = path_manager.get_database_path()
|
||||
|
||||
assert config_dir == test_config_dir
|
||||
assert db_path == test_db_path
|
||||
finally:
|
||||
path_manager._config_dir = original_config
|
||||
path_manager._database_path = original_db
|
||||
|
||||
def test_explicit_path_setting(self):
|
||||
"""Test explicitly setting paths."""
|
||||
with tempfile.TemporaryDirectory() as tmpdir:
|
||||
test_config_dir = Path(tmpdir) / "explicit-config"
|
||||
test_db_path = Path(tmpdir) / "explicit.db"
|
||||
|
||||
# Save original paths
|
||||
original_config = path_manager._config_dir
|
||||
original_db = path_manager._database_path
|
||||
|
||||
try:
|
||||
# Set explicit paths
|
||||
path_manager.set_config_dir(test_config_dir)
|
||||
path_manager.set_database_path(test_db_path)
|
||||
|
||||
assert path_manager.get_config_dir() == test_config_dir
|
||||
assert path_manager.get_database_path() == test_db_path
|
||||
assert (
|
||||
path_manager.get_config_file_path()
|
||||
== test_config_dir / "config.toml"
|
||||
)
|
||||
assert (
|
||||
path_manager.get_auth_file_path() == test_config_dir / "auth.json"
|
||||
)
|
||||
finally:
|
||||
# Restore original paths
|
||||
path_manager._config_dir = original_config
|
||||
path_manager._database_path = original_db
|
||||
|
||||
def test_database_operations_with_custom_path(self):
|
||||
"""Test that database operations work with custom paths."""
|
||||
with tempfile.NamedTemporaryFile(suffix=".db", delete=False) as tmp_file:
|
||||
test_db_path = Path(tmp_file.name)
|
||||
|
||||
# Save original database path
|
||||
original_db = path_manager._database_path
|
||||
|
||||
try:
|
||||
# Set custom database path
|
||||
path_manager.set_database_path(test_db_path)
|
||||
|
||||
# Test database operations
|
||||
ctx = MockContext()
|
||||
balance = {
|
||||
"account_id": "test-account",
|
||||
"bank": "TEST_BANK",
|
||||
"status": "active",
|
||||
"iban": "TEST_IBAN",
|
||||
"amount": 1000.0,
|
||||
"currency": "EUR",
|
||||
"type": "available",
|
||||
"timestamp": "2023-01-01T00:00:00",
|
||||
}
|
||||
|
||||
# Persist balance
|
||||
persist_balances(ctx, balance)
|
||||
|
||||
# Retrieve balances
|
||||
balances = get_balances()
|
||||
|
||||
assert len(balances) == 1
|
||||
assert balances[0]["account_id"] == "test-account"
|
||||
assert balances[0]["amount"] == 1000.0
|
||||
|
||||
# Verify database file exists at custom location
|
||||
assert test_db_path.exists()
|
||||
|
||||
finally:
|
||||
# Restore original path and cleanup
|
||||
path_manager._database_path = original_db
|
||||
if test_db_path.exists():
|
||||
test_db_path.unlink()
|
||||
|
||||
def test_directory_creation(self):
|
||||
"""Test that directories are created as needed."""
|
||||
with tempfile.TemporaryDirectory() as tmpdir:
|
||||
test_config_dir = Path(tmpdir) / "new" / "config" / "dir"
|
||||
test_db_path = Path(tmpdir) / "new" / "db" / "dir" / "test.db"
|
||||
|
||||
# Save original paths
|
||||
original_config = path_manager._config_dir
|
||||
original_db = path_manager._database_path
|
||||
|
||||
try:
|
||||
# Set paths to non-existent directories
|
||||
path_manager.set_config_dir(test_config_dir)
|
||||
path_manager.set_database_path(test_db_path)
|
||||
|
||||
# Ensure directories are created
|
||||
path_manager.ensure_config_dir_exists()
|
||||
path_manager.ensure_database_dir_exists()
|
||||
|
||||
assert test_config_dir.exists()
|
||||
assert test_db_path.parent.exists()
|
||||
|
||||
finally:
|
||||
# Restore original paths
|
||||
path_manager._config_dir = original_config
|
||||
path_manager._database_path = original_db
|
||||
@@ -21,14 +21,18 @@ def temp_db_path():
|
||||
|
||||
@pytest.fixture
|
||||
def mock_home_db_path(temp_db_path):
|
||||
"""Mock the home database path to use temp file."""
|
||||
config_dir = temp_db_path.parent / ".config" / "leggen"
|
||||
config_dir.mkdir(parents=True, exist_ok=True)
|
||||
db_file = config_dir / "leggen.db"
|
||||
"""Mock the database path to use temp file."""
|
||||
from leggen.utils.paths import path_manager
|
||||
|
||||
with patch("pathlib.Path.home") as mock_home:
|
||||
mock_home.return_value = temp_db_path.parent
|
||||
yield db_file
|
||||
# Set the path manager to use the temporary database
|
||||
original_database_path = path_manager._database_path
|
||||
path_manager.set_database_path(temp_db_path)
|
||||
|
||||
try:
|
||||
yield temp_db_path
|
||||
finally:
|
||||
# Restore original path
|
||||
path_manager._database_path = original_database_path
|
||||
|
||||
|
||||
@pytest.fixture
|
||||
@@ -90,18 +94,14 @@ class TestSQLiteDatabase:
|
||||
"""Test persisting transactions to database."""
|
||||
ctx = MockContext()
|
||||
|
||||
# Mock the database path
|
||||
with patch("pathlib.Path.home") as mock_home:
|
||||
mock_home.return_value = mock_home_db_path.parent / ".."
|
||||
# Persist transactions
|
||||
new_transactions = sqlite_db.persist_transactions(
|
||||
ctx, "test-account-123", sample_transactions
|
||||
)
|
||||
|
||||
# Persist transactions
|
||||
new_transactions = sqlite_db.persist_transactions(
|
||||
ctx, "test-account-123", sample_transactions
|
||||
)
|
||||
|
||||
# Should return all transactions as new
|
||||
assert len(new_transactions) == 2
|
||||
assert new_transactions[0]["internalTransactionId"] == "txn-001"
|
||||
# Should return all transactions as new
|
||||
assert len(new_transactions) == 2
|
||||
assert new_transactions[0]["internalTransactionId"] == "txn-001"
|
||||
|
||||
def test_persist_transactions_duplicates(
|
||||
self, mock_home_db_path, sample_transactions
|
||||
@@ -109,40 +109,34 @@ class TestSQLiteDatabase:
|
||||
"""Test handling duplicate transactions."""
|
||||
ctx = MockContext()
|
||||
|
||||
with patch("pathlib.Path.home") as mock_home:
|
||||
mock_home.return_value = mock_home_db_path.parent / ".."
|
||||
# Insert transactions twice
|
||||
new_transactions_1 = sqlite_db.persist_transactions(
|
||||
ctx, "test-account-123", sample_transactions
|
||||
)
|
||||
new_transactions_2 = sqlite_db.persist_transactions(
|
||||
ctx, "test-account-123", sample_transactions
|
||||
)
|
||||
|
||||
# Insert transactions twice
|
||||
new_transactions_1 = sqlite_db.persist_transactions(
|
||||
ctx, "test-account-123", sample_transactions
|
||||
)
|
||||
new_transactions_2 = sqlite_db.persist_transactions(
|
||||
ctx, "test-account-123", sample_transactions
|
||||
)
|
||||
|
||||
# First time should return all as new
|
||||
assert len(new_transactions_1) == 2
|
||||
# Second time should also return all (INSERT OR REPLACE behavior with composite key)
|
||||
assert len(new_transactions_2) == 2
|
||||
# First time should return all as new
|
||||
assert len(new_transactions_1) == 2
|
||||
# Second time should also return all (INSERT OR REPLACE behavior with composite key)
|
||||
assert len(new_transactions_2) == 2
|
||||
|
||||
def test_get_transactions_all(self, mock_home_db_path, sample_transactions):
|
||||
"""Test retrieving all transactions."""
|
||||
ctx = MockContext()
|
||||
|
||||
with patch("pathlib.Path.home") as mock_home:
|
||||
mock_home.return_value = mock_home_db_path.parent / ".."
|
||||
# Insert test data
|
||||
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
|
||||
|
||||
# Insert test data
|
||||
sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
|
||||
# Get all transactions
|
||||
transactions = sqlite_db.get_transactions()
|
||||
|
||||
# Get all transactions
|
||||
transactions = sqlite_db.get_transactions()
|
||||
|
||||
assert len(transactions) == 2
|
||||
assert (
|
||||
transactions[0]["internalTransactionId"] == "txn-002"
|
||||
) # Ordered by date DESC
|
||||
assert transactions[1]["internalTransactionId"] == "txn-001"
|
||||
assert len(transactions) == 2
|
||||
assert (
|
||||
transactions[0]["internalTransactionId"] == "txn-002"
|
||||
) # Ordered by date DESC
|
||||
assert transactions[1]["internalTransactionId"] == "txn-001"
|
||||
|
||||
def test_get_transactions_filtered_by_account(
|
||||
self, mock_home_db_path, sample_transactions
|
||||
|
||||
Reference in New Issue
Block a user