Add balance field to account

TODO.md

@@ -40,20 +40,17 @@ X Switch to sonner
 X Add tests to validate APIs and workflows
 X Switch frontend to use NextJS 14 with turbo
 X Switch transactionsResolver to use AppSync JS pipeline resolvers
+X Rearchitect updatePositions/updateBalances to use AppSync JS Resolvers
 
 ##### Current Task
 
-X Rearchitect updatePositions/updateBalances to use AppSync JS Resolvers
-X BUG: Creates multiple symbols in drop down
-X Ensure updatePositions updates on investment transactions create/update
-
-- Create updateBalances updates on bank transactions create/update
-- simulate failure in updatePosition Lambda to ensure it goes to DLQ (i.e. set the pk to undefined L133)
-- add tests to updatePosition Lambda
-- Update dashboard to pull positions and totals - requires new API getPositions(userId)
+- On PositionUpdatedEvent, update account balance with Position.marketvalue
+- On BankTransactionSavedEvent, update account balance with Transaction.amount
 
 ##### Future Task
 
+- add tests to updatePosition Lambda
+- Update dashboard to pull positions and totals - requires new API getPositions(userId)
 - create L3 constructs for AppSync CDK
 - Update to nodejs 22
 - Frontend - remove "Loading..." on screens, remove landing page for login page, improvements to FE

backend/src/appsync/Mutation.createAccount.ts

@@ -18,6 +18,7 @@ export function request(ctx: Context<MutationCreateAccountArgs>): DynamoDBPutIte
       category: util.dynamodb.toDynamoDB(ctx.args.input.category),
       type: util.dynamodb.toDynamoDB(ctx.args.input.type),
       name: util.dynamodb.toDynamoDB(ctx.args.input.name),
+      balance: util.dynamodb.toDynamoDB(0),
       userId: util.dynamodb.toDynamoDB((ctx.identity as AppSyncIdentityCognito).username),
       createdAt: util.dynamodb.toDynamoDB(datetime),
       updatedAt: util.dynamodb.toDynamoDB(datetime),

backend/src/appsync/api/codegen/appsync.ts

@@ -26,6 +26,7 @@ export type Scalars = {
 export type Account = {
   __typename?: 'Account';
   accountId: Scalars['ID']['output'];
+  balance: Scalars['Float']['output'];
   category: Scalars['String']['output'];
   createdAt: Scalars['AWSDateTime']['output'];
   entity: Scalars['String']['output'];

backend/src/appsync/schema.graphql

@@ -98,6 +98,7 @@ type Account {
   category: String!
   type: String!
   name: String!
+  balance: Float!
   userId: String!
   createdAt: AWSDateTime!
   updatedAt: AWSDateTime!

frontend/src/actions/api/mutations.ts

@@ -36,6 +36,7 @@ export const createAccount = `mutation CreateAccount($input: CreateAccountInput!
       name
       category
       type
+      balance
       createdAt
       updatedAt
     }
@@ -47,6 +48,7 @@ export const updateAccount = `mutation UpdateAccount($input: UpdateAccountInput!
       name
       type
       entity
+      balance
       createdAt
       updatedAt
     }
@@ -59,6 +61,7 @@ export const deleteAccount = `mutation DeleteAccount($accountId: String!) {
         name
         type
         entity
+        balance
         createdAt
         updatedAt
       }

frontend/src/actions/api/queries.ts

@@ -24,6 +24,7 @@ export const getAccount = `query GetAccount($accountId: String!) {
     name
     category
     type
+    balance
     createdAt
     updatedAt
   }
@@ -36,6 +37,7 @@ export const getAccounts = `query GetAccounts($lastEvaluatedKey: String) {
       name
       category
       type
+      balance
       createdAt
       updatedAt
     }