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Ingest monthly expenses from Starling using OpenBanking via the GoCardless Bank Account Data SDK on AWS

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openbanking-expenses-ingest

This project contains source code and supporting files for a serverless application that you can deploy with the SAM CLI. It includes the following files and folders:

  • functions - Code for the application's Lambda functions to check the value of, buy, or sell shares of a stock.
  • statemachines - Definition for the state machine that orchestrates the stock trading workflow.
  • template.yaml - A template that defines the application's AWS resources.

This application creates a mock stock trading workflow which runs on a pre-defined schedule (note that the schedule is disabled by default to avoid incurring charges). It demonstrates the power of Step Functions to orchestrate Lambda functions and other AWS resources to form complex and robust workflows, coupled with event-driven development using Amazon EventBridge.

AWS Step Functions lets you coordinate multiple AWS services into serverless workflows so you can build and update apps quickly. Using Step Functions, you can design and run workflows that stitch together services, such as AWS Lambda, AWS Fargate, and Amazon SageMaker, into feature-rich applications.

The application uses several AWS resources, including Step Functions state machines, Lambda functions and an EventBridge rule trigger. These resources are defined in the template.yaml file in this project. You can update the template to add AWS resources through the same deployment process that updates your application code.

If you prefer to use an integrated development environment (IDE) to build and test the Lambda functions within your application, you can use the AWS Toolkit. The AWS Toolkit is an open source plug-in for popular IDEs that uses the SAM CLI to build and deploy serverless applications on AWS. The AWS Toolkit also adds a simplified step-through debugging experience for Lambda function code. See the following links to get started:

The AWS Toolkit for VS Code includes full support for state machine visualization, enabling you to visualize your state machine in real time as you build. The AWS Toolkit for VS Code includes a language server for Amazon States Language, which lints your state machine definition to highlight common errors, provides auto-complete support, and code snippets for each state, enabling you to build state machines faster.

Deploy the sample application

The Serverless Application Model Command Line Interface (SAM CLI) is an extension of the AWS CLI that adds functionality for building and testing Lambda applications. It uses Docker to run your functions in an Amazon Linux environment that matches Lambda.

To use the SAM CLI, you need the following tools:

To build and deploy your application for the first time, run the following in your shell:

sam build
sam deploy --guided

The first command will build the source of your application. The second command will package and deploy your application to AWS, with a series of prompts:

  • Stack Name: The name of the stack to deploy to CloudFormation. This should be unique to your account and region, and a good starting point would be something matching your project name.
  • AWS Region: The AWS region you want to deploy your app to.
  • Confirm changes before deploy: If set to yes, any change sets will be shown to you before execution for manual review. If set to no, the AWS SAM CLI will automatically deploy application changes.
  • Allow SAM CLI IAM role creation: Many AWS SAM templates, including this example, create AWS IAM roles required for the AWS Lambda function(s) included to access AWS services. By default, these are scoped down to minimum required permissions. To deploy an AWS CloudFormation stack which creates or modifies IAM roles, the CAPABILITY_IAM value for capabilities must be provided. If permission isn't provided through this prompt, to deploy this example you must explicitly pass --capabilities CAPABILITY_IAM to the sam deploy command.
  • Save arguments to samconfig.toml: If set to yes, your choices will be saved to a configuration file inside the project, so that in the future you can just re-run sam deploy without parameters to deploy changes to your application.

You can find your State Machine ARN in the output values displayed after deployment.

Use the SAM CLI to build and test locally

Build the Lambda functions in your application with the sam build --use-container command.

openbanking-expenses-ingest$ sam build

The SAM CLI installs dependencies defined in functions/*/package.json, creates a deployment package, and saves it in the .aws-sam/build folder.

Add a resource to your application

The application template uses AWS Serverless Application Model (AWS SAM) to define application resources. AWS SAM is an extension of AWS CloudFormation with a simpler syntax for configuring common serverless application resources such as functions, triggers, and APIs. For resources not included in the SAM specification, you can use standard AWS CloudFormation resource types.

Fetch, tail, and filter Lambda function logs

To simplify troubleshooting, SAM CLI has a command called sam logs. sam logs lets you fetch logs generated by your deployed Lambda function from the command line. In addition to printing the logs on the terminal, this command has several nifty features to help you quickly find the bug.

NOTE: This command works for all AWS Lambda functions; not just the ones you deploy using SAM.

openbanking-expenses-ingest$ sam logs -n StockCheckerFunction --stack-name openbanking-expenses-ingest --tail

You can find more information and examples about filtering Lambda function logs in the SAM CLI Documentation.

Unit tests

Tests are defined in the functions/*/tests folder in this project. Use NPM to install the Mocha test framework and run unit tests.

openbanking-expenses-ingest$ cd functions/stock-checker
stock-checker$ npm install
stock-checker$ npm run test

Testing Step Functions locally

Developers can test their state machines locally using Step Functions Local before deploying them to an AWS account. Often, developers want to test the control and data flows of their state machine executions in isolation, without any dependency on service integration availability. This is now possible using the Mocked Service Integrations for Step Functions Local.

The statemachine/tests/MockConfigFile.json contains various test cases with mocked service integrations.

  • HappyPathSellStockTest - This test mocks the output of Check Stock Value, Sell Stock and Record Transaction using LambdaMockedSuccessValueGreaterThan50, SellStockLambdaMockedResponse and RecordTransactionDDBMockedResponse respectively.
  • HappyPathBuyStockTest - This test mocks the output of Check Stock Value, Buy Stock and Record Transaction using LambdaMockedSuccessValueLowerThan50, BuyStockLambdaMockedResponse and RecordTransactionDDBMockedResponse respectively.
  • CheckStockRetryOnServiceExceptionTest and SellStockRetryOnServiceExceptionTest- These tests mocks the failure with exponential retries.

This application also provides a makefile which has all the required commands to run docker [make run], create state machine and execute tests [make all], and checking history [make history].

On a terminal window, first start with running docker:

make run

On a different terminal window/tab, you can then run:

make all

Finally, you can check history of each execution by running:

make history

Check makefile for details

Cleanup

To delete the sample application that you created, use the AWS CLI. Assuming you used your project name for the stack name, you can run the following:

sam delete --stack-name openbanking-expenses-ingest

Resources

See the AWS SAM developer guide for an introduction to SAM specification, the SAM CLI, and serverless application concepts.

Next, you can use AWS Serverless Application Repository to deploy ready to use Apps that go beyond hello world samples and learn how authors developed their applications: AWS Serverless Application Repository main page

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