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Data exports (#2517)

* Import / export UI

* Data exports

* Lint fixes, brakeman update
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Zach Gollwitzer 2025-07-24 10:50:05 -04:00 committed by GitHub
parent b7c56e2fb7
commit 0329a5f211
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20 changed files with 717 additions and 2 deletions

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require "test_helper"
class Family::DataExporterTest < ActiveSupport::TestCase
setup do
@family = families(:dylan_family)
@other_family = families(:empty)
@exporter = Family::DataExporter.new(@family)
# Create some test data for the family
@account = @family.accounts.create!(
name: "Test Account",
accountable: Depository.new,
balance: 1000,
currency: "USD"
)
@category = @family.categories.create!(
name: "Test Category",
color: "#FF0000"
)
@tag = @family.tags.create!(
name: "Test Tag",
color: "#00FF00"
)
end
test "generates a zip file with all required files" do
zip_data = @exporter.generate_export
assert zip_data.is_a?(StringIO)
# Check that the zip contains all expected files
expected_files = [ "accounts.csv", "transactions.csv", "trades.csv", "categories.csv", "all.ndjson" ]
Zip::File.open_buffer(zip_data) do |zip|
actual_files = zip.entries.map(&:name)
assert_equal expected_files.sort, actual_files.sort
end
end
test "generates valid CSV files" do
zip_data = @exporter.generate_export
Zip::File.open_buffer(zip_data) do |zip|
# Check accounts.csv
accounts_csv = zip.read("accounts.csv")
assert accounts_csv.include?("id,name,type,subtype,balance,currency,created_at")
# Check transactions.csv
transactions_csv = zip.read("transactions.csv")
assert transactions_csv.include?("date,account_name,amount,name,category,tags,notes,currency")
# Check trades.csv
trades_csv = zip.read("trades.csv")
assert trades_csv.include?("date,account_name,ticker,quantity,price,amount,currency")
# Check categories.csv
categories_csv = zip.read("categories.csv")
assert categories_csv.include?("name,color,parent_category,classification")
end
end
test "generates valid NDJSON file" do
zip_data = @exporter.generate_export
Zip::File.open_buffer(zip_data) do |zip|
ndjson_content = zip.read("all.ndjson")
lines = ndjson_content.split("\n")
lines.each do |line|
assert_nothing_raised { JSON.parse(line) }
end
# Check that each line has expected structure
first_line = JSON.parse(lines.first)
assert first_line.key?("type")
assert first_line.key?("data")
end
end
test "only exports data from the specified family" do
# Create data for another family that should NOT be exported
other_account = @other_family.accounts.create!(
name: "Other Family Account",
accountable: Depository.new,
balance: 5000,
currency: "USD"
)
other_category = @other_family.categories.create!(
name: "Other Family Category",
color: "#0000FF"
)
zip_data = @exporter.generate_export
Zip::File.open_buffer(zip_data) do |zip|
# Check accounts.csv doesn't contain other family's data
accounts_csv = zip.read("accounts.csv")
assert accounts_csv.include?(@account.name)
refute accounts_csv.include?(other_account.name)
# Check categories.csv doesn't contain other family's data
categories_csv = zip.read("categories.csv")
assert categories_csv.include?(@category.name)
refute categories_csv.include?(other_category.name)
# Check NDJSON doesn't contain other family's data
ndjson_content = zip.read("all.ndjson")
refute ndjson_content.include?(other_account.id)
refute ndjson_content.include?(other_category.id)
end
end
end

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require "test_helper"
class FamilyExportTest < ActiveSupport::TestCase
# test "the truth" do
# assert true
# end
end