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Lambda Function For QIF Processing & DynamoDB Integration

This AWS Lambda function processes QIF transaction files uploaded to S3 and stores the parsed transactions in DynamoDB.
It is to be used in conjunction with an Angular front end and a Java Spring Boot API.

Front end repo: https://github.com/PhilTBatt/financial-tracker-app API repo: https://github.com/PhilTBatt/financial-tracker-api

AWS Setup

Ensure AWS credentials are configured locally or via environment variables.

The Lambda requires permissions to:

  • Read objects from the S3 upload bucket
  • Write/read items in the DynamoDB table
  • Write logs to CloudWatch

Upload & Processing Flow

  1. Upload a QIF file to the configured S3 bucket
  2. The Lambda function is triggered automatically
  3. The function:
    • Reads the file from S3
    • Parses it into a DataFrame using process_file()
    • Saves transactions to DynamoDB via save_transactions_to_db()

Local Testing

Run python tests:

python -m pytest

Build the Lambda:

sam build

Invoke the Lambda locally with SAM:

sam local invoke -e events/event.json

(Requires test file in S3: financial-files-bucket/lambda-event-test-example.qif)

Deploy

Deploy to aws:

sam deploy --resolve-image-repos