Production Deployment

[edinstance]

Summary by CodeRabbit

• New Features
  • Monthly account statements: automatic generation as PDF, stored in a new secure bucket and delivered via email (attachment or link), with API access to request a statement by period.
  • New endpoint to fetch account transactions with flexible date range filtering.
  • Background orchestration using a new state machine and continuation processing for reliability.
  • Faster transaction lookups via a new DynamoDB index.
• Documentation
  • Added setup guidance for SES no‑reply email configuration.
• Chores
  • Dependency updates and additions for email/PDF generation and observability.

[coderabbitai]

Caution

Review failed

The pull request is closed.

Walkthrough

Adds a monthly account reports pipeline (State Machine, Lambdas, SQS queues, S3 bucket, layer utilities), a new GetAccountTransactions Lambda with HTTP and direct invocation paths, refactors transaction DLQ handling to generic SQS messaging, updates helper libraries (SES/S3/SFN/SQS/DynamoDB), bumps dependencies, and introduces extensive tests. Template gains SES_NO_REPLY_EMAIL and a DynamoDB GSI.

Changes

Cohort / File(s)	Summary
Documentation & Infra config README.md, pytest.ini, template.yml	Adds SES no-reply SSM guidance; extends pytest pythonpath; introduces State Machine and multiple Lambdas/queues/bucket/log groups; adds SES_NO_REPLY_EMAIL; updates TransactionsTable with AccountDateIndex GSI.
Dependencies dev-requirements.txt, functions/.../requirements.txt, layers/python/*/requirements.txt, layers/python/monthly_reports/requirements.txt, tests/requirements.txt	Bumps aws_lambda_powertools to 3.17.0; adds xhtml2pdf and Jinja2; defines per-function/layer dependency manifests.
GetAccountTransactions feature functions/accounts/get_account_transactions/get_account_transactions/app.py, .../date_helpers.py, .../exceptions.py, .../transaction_helpers.py, functions/accounts/get_account_transactions/requirements.txt	New Lambda with API Gateway and non-HTTP paths to query transactions via DynamoDB GSI using validated date ranges; structured errors and logging; per-function requirements.
Monthly reports — Lambdas functions/monthly_reports/accounts/create_report/.../{app.py,exceptions.py,generate_pdf.py,template.html}, functions/monthly_reports/accounts/notify_client/.../{app.py,date_helpers.py,processing.py,send_report.py}, functions/monthly_reports/accounts/process_pending_reports/process_pending_reports/app.py, functions/monthly_reports/accounts/trigger/trigger/app.py, functions/monthly_reports/accounts/create_report/requirements.txt	New report creation (HTML→PDF→S3→presigned URL), notification (attachment or link), EventBridge trigger and SQS continuation processor; input validation, error mapping, and logging; env-driven configuration.
Monthly reports — shared layer layers/python/monthly_reports/monthly_reports/{helpers.py,metrics.py,processing.py,responses.py,sfn.py,sqs.py}, layers/python/monthly_reports/requirements.txt	Adds helpers for statement period, metrics, batched SFN execution with retries, continuation/DLQ SQS messaging, response shaping; declares layer dependency.
Helpers layers updates layers/python/helpers/{dynamodb.py,s3.py,ses.py,sfn.py,sqs.py}	Adds DynamoDB pagination, S3/SFN client factories, refactors SQS to generic send_message_to_sqs, enhances SES: return response dicts, stricter validation, and new attachment-sending API.
Authentication layer layers/python/authentication/authentication/user_details.py, layers/python/authentication/requirements.txt	Adds get_user_attributes using Cognito AdminGetUser; updates powertools version.
Transactions processing refactor functions/transactions/process_transactions/process_transactions/app.py, .../sqs.py	Replaces DLQ record API with generic SQS messaging and message attributes; expands error routing; updates return schema and preconditions.
Tests — GetAccountTransactions tests/functions/accounts/get_account_transactions/*	Adds fixtures and tests covering HTTP/Step Functions paths, date range validation, and DynamoDB query behaviour.
Tests — Monthly reports tests/functions/monthly_reports/accounts/create_report/*, tests/functions/monthly_reports/accounts/notify_client/*, tests/functions/monthly_reports/accounts/process_pending_reports/*, tests/functions/monthly_reports/accounts/trigger_tests/*, tests/layers/monthly_reports/*	Extensive unit tests for report generation, notification modes, trigger/continuation flows, metrics, responses, SFN retry logic, and SQS helpers.
Tests — Helpers & layers tests/layers/helpers/{test_dynamodb.py,test_s3.py,test_ses.py,test_sfn.py,test_sqs.py}, tests/layers/authentication/test_user_details.py, tests/functions/transactions/process_transactions/{test_app.py,test_sqs.py}, tests/conftest.py	Adds/updates tests for helper clients/APIs, SES behaviours (including attachments), SQS message API, Cognito user attributes, and transaction processing DLQ refactor; new fixtures for mocked AWS clients.

Sequence Diagram(s)

sequenceDiagram
  autonumber
  actor Cron as EventBridge (cron)
  participant Trigger as Lambda: Trigger
  participant DDB as DynamoDB: Accounts
  participant SQS as SQS: Continuation
  participant SFN as Step Functions: StateMachine
  participant GAT as Lambda: GetAccountTransactions
  participant CR as Lambda: CreateReport
  participant NC as Lambda: NotifyClient
  participant S3 as S3: MonthlyReportsBucket
  participant SES as SES
  participant Cognito as Cognito IdP

  Cron->>Trigger: Invoke (monthly)
  Trigger->>DDB: Scan (paged)
  alt Has pages and time left
    Trigger->>SFN: StartExecution per account
  else Low remaining time
    Trigger-->>SQS: Send continuation message
    Trigger-->>Cron: Return TIMEOUT_CONTINUATION
  end

  par StateMachine execution
    SFN->>GAT: Invoke (accountId, period)
    GAT->>DDB: Query AccountDateIndex
    SFN->>CR: Invoke (transactions, balance, period)
    CR->>S3: PutObject (PDF)
    CR->>S3: Get presigned URL
    SFN->>NC: Invoke (accountId, userId, period)
    NC->>Cognito: AdminGetUser (email/name)
    NC->>S3: HeadObject (size)
    alt Size <= threshold
      NC->>S3: GetObject (PDF bytes)
      NC->>SES: SendRawEmail (attachment)
    else Large object
      NC->>S3: Get presigned URL
      NC->>SES: SendEmail (link)
    end
  and On error
    SFN-->>SQS: Send to Creation DLQ
  end

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sequenceDiagram
  autonumber
  actor User as API Client
  participant API as API Gateway
  participant GAT as Lambda: GetAccountTransactions
  participant DDB as DynamoDB: Transactions (GSI)

  User->>API: GET /accounts/{id}/transactions[?period|start|end]
  API->>GAT: Proxy event
  GAT->>DDB: Query AccountDateIndex (id, date range)
  DDB-->>GAT: Items
  GAT-->>API: 200 { transactions, statementPeriod }

  note over GAT: Non-HTTP invocation<br/>expects { accountId, ... } and returns merged { transactions }

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Estimated code review effort

🎯 5 (Critical) | ⏱️ ~120 minutes

Possibly related PRs

• Monthly reports #36 — Introduces the same monthly reports pipeline (Lambdas, SFN, SQS/S3/SES utilities), overlapping modules and flows.
• Dev merge into main #35 — Modifies helpers/ses.py and related email configuration, aligning with this PR’s SES API changes and SES_NO_REPLY_EMAIL usage.
• feat: accounts setup and transaction proccessing #30 — Updates helpers (SES/SQS/DynamoDB) and shared utilities also changed here, indicating direct code-level relationship.

Poem

A rabbit taps keys with a gentle thrum,
GSI hums, reports now come.
PDFs nest in S3’s boughs,
SES wings them to clients’ brows.
Queues pass notes when time is thin—
Step Functions nod, “Begin… begin!”
Hop! Another month tucked in. 🐇📄✨

✨ Finishing Touches

• 📝 Generate Docstrings

🧪 Generate unit tests

• Create PR with unit tests
• Post copyable unit tests in a comment
• Commit unit tests in branch dev

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