def __init__(self, config: Optional[str] = None):
create_db()
fill_db()
# parse config if exists
try:
_config_path = Path(config)
with open(_config_path) as file:
_config = yaml.safe_load(file)["config"]
except TypeError:
LOGGER.INFO("No config file specified. Falling back to default")
_config = {}
except FileNotFoundError:
LOGGER.INFO("Config file not found. Falling back to default")
_config = {}
self.name = _config.get("name", "BankLite") # defaults to BankLite
self.currency = _config.get("currency", "USD") # defaults to USD
self.initial_reserve = _config.get("initial_reserve", 1e9) # defaults to 1 billion
self.conn = sqlite3.connect("banklite.db", check_same_thread=False)
# main services
self.ledger_service = LedgerService(conn=self.conn)
self.account_service = AccountService(conn=self.conn)
self.customer_service = CustomerService(conn=self.conn)
# create reserve account
self.reserve_account = self.account_service.create_reserve_account()
# fill reserve with initial deposit
self.ledger_service.record_entry(
account=self.reserve_account, amount=self.initial_reserve
)
def test_open_checking_account(database_setup):
conn = database_setup
customer_service = CustomerService(conn)
customer = customer_service.create_retail_customer(11111, "555-555-5555",
"*****@*****.**",
"111-11-1111", "John",
"Doe")
acct = customer_service.open_checking_account(
customer_id=customer.customer_id, deposit_amount=2000.0)
accounts = customer_service.list_accounts(customer_id=customer.customer_id)
assert len(accounts) == 1
assert accounts[0] == acct
def test_commercial_customer_creation(database_setup):
conn = database_setup
customer_service = CustomerService(conn)
customer_service.create_commercial_customer(11111, "555-555-5555",
"*****@*****.**",
"11-1111111", "Acme, Inc")
_, _, ein, _, first_name, _, czip, phone, email = conn.execute(
"SELECT * FROM customers").fetchall()[0]
assert ein == "11-1111111"
assert first_name == "Acme, Inc"
assert czip == 11111
assert phone == "555-555-5555"
assert email == "*****@*****.**"
def test_retail_customer_creation(database_setup):
conn = database_setup
customer_service = CustomerService(conn)
customer_service.create_retail_customer(11111, "555-555-5555",
"*****@*****.**", "111-11-1111",
"John", "Doe")
_, _, _, ssn, first_name, last_name, czip, phone, email = conn.execute(
"SELECT * FROM customers").fetchall()[0]
assert ssn == "111-11-1111"
assert first_name == "John"
assert last_name == "Doe"
assert czip == 11111
assert phone == "555-555-5555"
assert email == "*****@*****.**"
def test_get_customer_by_id(database_setup):
conn = database_setup
customer_service = CustomerService(conn)
conn.execute("""
INSERT INTO customers
VALUES (1111111111, DATETIME('now'), NULL, NULL,
'Tester', NULL, 11111, '555-555-5555', '*****@*****.**')
""")
conn.commit()
customer = customer_service.get_customer_by_id("1111111111")
assert customer.customer_id == "1111111111"
assert customer.first_name == "Tester"
assert customer.zip == 11111
assert customer.phone == "555-555-5555"
assert customer.email == "*****@*****.**"
def test_list_accounts(database_setup):
conn = database_setup
customer_service = CustomerService(conn)
account_service = AccountService(conn)
customer = customer_service.create_retail_customer(11111, "555-555-5555",
"*****@*****.**",
"111-11-1111", "John",
"Doe")
customer_id = customer.customer_id
account_service.create_checking_account(customer)
account_service.create_checking_account(customer)
account_service.create_checking_account(customer)
accounts = customer_service.list_accounts(customer_id)
assert len(accounts) == 3
class BankLite:
"""
BankLite controller object
"""
def __init__(self, config: Optional[str] = None):
create_db()
fill_db()
# parse config if exists
try:
_config_path = Path(config)
with open(_config_path) as file:
_config = yaml.safe_load(file)["config"]
except TypeError:
LOGGER.INFO("No config file specified. Falling back to default")
_config = {}
except FileNotFoundError:
LOGGER.INFO("Config file not found. Falling back to default")
_config = {}
self.name = _config.get("name", "BankLite") # defaults to BankLite
self.currency = _config.get("currency", "USD") # defaults to USD
self.initial_reserve = _config.get("initial_reserve", 1e9) # defaults to 1 billion
self.conn = sqlite3.connect("banklite.db", check_same_thread=False)
# main services
self.ledger_service = LedgerService(conn=self.conn)
self.account_service = AccountService(conn=self.conn)
self.customer_service = CustomerService(conn=self.conn)
# create reserve account
self.reserve_account = self.account_service.create_reserve_account()
# fill reserve with initial deposit
self.ledger_service.record_entry(
account=self.reserve_account, amount=self.initial_reserve
)
def __repr__(self):
return f"BankLite(name={self.name!r})"
def create_new_customer(
self, customer_type: str, **kwargs
) -> Union[BaseCustomer, RetailCustomer, CommercialCustomer, None]:
"""
Factory object creator for customer objects
:param customer_type: Either `retail` or `commercial`
:return: Customer object
"""
if customer_type == "retail":
customer = self.customer_service.create_retail_customer(**kwargs)
elif customer_type == "commercial":
customer = self.customer_service.create_commercial_customer(**kwargs)
else:
LOGGER.DEBUG("Invalid customer type: %s", customer_type)
return None
return customer
def open_account(
self,
acct_type: str,
customer_id: str,
deposit_amount: float,
savings_rate: Optional[float] = 0.0,
) -> Union[BaseAccount, None]:
"""
Factory object creator for account objects
:param acct_type: Either `checking` or `savings`
:param customer_id: ID of customer opening account
:param deposit_amount: Amount to deposit (must be positive value)
:param savings_rate: If the account is a savings account, a savings
rate must be passed in
:return: Account object
"""
if acct_type == "checking":
account = self.customer_service.open_checking_account(customer_id, deposit_amount)
elif acct_type == "savings":
account = self.customer_service.open_savings_account(
customer_id, deposit_amount, savings_rate
)
else:
LOGGER.DEBUG("Invalid account type: %s", acct_type)
return None
return account
def deposit(self, account_id: str, amount: float) -> Union[float, None]:
"""
Deposit amount into an account
:param account_id: ID of account
:param amount: Amount to deposit
:return: Resulting account balance
"""
account = self.account_service.get_account_by_id(account_id)
if account and amount > 0:
self.ledger_service.record_entry(account, amount)
return self.account_service.get_account_balance(account.account_id)
elif amount <= 0:
return self.account_service.get_account_balance(account.account_id)
else:
return None
def withdraw(self, account_id: str, amount: float) -> Union[float, None]:
"""
Withdraw amount from account
:param account_id: ID of account
:param amount: Amount to withdraw
:return: Resulting account balance
"""
account = self.account_service.get_account_by_id(account_id)
if amount > self.account_service.get_account_balance(account_id):
return None
if account and amount < 0:
self.ledger_service.record_entry(account, amount)
return self.account_service.get_account_balance(account.account_id)
elif amount >= 0:
return self.account_service.get_account_balance(account.account_id)
else:
return None