Files
superset2/tests/unit_tests/tasks/test_export_dashboard_excel.py
Hugh A Miles II 25658110ba fix(dashboard): match chart semantics in raw mode, ordering, percent metrics
Further review of the form-data query-context rebuild:

- Raw-mode tables: ignore stale metrics/groupby (their controls aren't
  reset when hidden) and use only the selected columns, mirroring the
  frontend's getQueryMode (explicit query_mode, else all_columns).
- Ordering: default order_desc to False (ascending) for Table sort
  metrics and True for Pie, matching the plugins — so a row limit keeps
  the chart's top/bottom-N instead of flipping it.
- percent_metrics: skip the chart (re-save) rather than silently omitting
  the "% of total" columns the user sees, alongside the other
  unsupported-processing markers.

Adds regression tests for each; extracts a helper to keep the builder
under the complexity limit.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-29 11:15:57 -04:00

614 lines
22 KiB
Python

# Licensed to the Apache Software Foundation (ASF) under one
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# distributed with this work for additional information
# regarding copyright ownership. The ASF licenses this file
# to you under the Apache License, Version 2.0 (the
# "License"); you may not use this file except in compliance
# with the License. You may obtain a copy of the License at
#
# http://www.apache.org/licenses/LICENSE-2.0
#
# Unless required by applicable law or agreed to in writing,
# software distributed under the License is distributed on an
# "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
# KIND, either express or implied. See the License for the
# specific language governing permissions and limitations
# under the License.
from __future__ import annotations
import glob
import os
import tempfile
from collections.abc import Iterator
from contextlib import ExitStack
from typing import Any
from unittest import mock
import pytest
from celery.exceptions import SoftTimeLimitExceeded
from superset.utils import json
MODULE = "superset.tasks.export_dashboard_excel"
# A minimal valid 1x1 transparent PNG for image-mode tests.
_PNG_1x1 = (
b"\x89PNG\r\n\x1a\n\x00\x00\x00\rIHDR\x00\x00\x00\x01\x00\x00\x00\x01\x08\x06"
b"\x00\x00\x00\x1f\x15\xc4\x89\x00\x00\x00\rIDATx\x9cc\x00\x01\x00\x00\x05\x00"
b"\x01\r\n-\xb4\x00\x00\x00\x00IEND\xaeB`\x82"
)
def _chart(
chart_id: int,
name: str,
has_context: bool = True,
viz_type: str = "line",
) -> mock.MagicMock:
chart = mock.MagicMock()
chart.id = chart_id
chart.slice_name = name
chart.viz_type = viz_type
chart.query_context = json.dumps({"queries": [{}]}) if has_context else None
return chart
def _media(path: str) -> list[str]:
"""Embedded media entries of an xlsx (which is a zip archive)."""
import zipfile
with zipfile.ZipFile(path) as archive:
return [n for n in archive.namelist() if n.startswith("xl/media/")]
@pytest.fixture
def mocks() -> Iterator[dict[str, Any]]:
"""Patch every external dependency of the task; keep the real xlsx writer."""
with ExitStack() as stack:
# Use explicit MagicMock instances: patch() auto-creates async-flavored
# mocks for these targets (their real objects expose async members), which
# would make calls like security_manager.get_user_by_id() return coroutines.
patched = {
name: stack.enter_context(
mock.patch(f"{MODULE}.{name}", new=mock.MagicMock())
)
for name in (
"security_manager",
"db",
"get_charts_in_layout_order",
"get_dashboard_filter_context",
"ChartDataQueryContextSchema",
"ChartDataCommand",
"render_chart_image",
"s3",
"email",
"ReleaseDistributedLock",
)
}
user = mock.MagicMock()
user.email = "user@example.com"
patched["security_manager"].get_user_by_id.return_value = user
dashboard = mock.MagicMock()
dashboard.id = 1
dashboard.dashboard_title = "Sales"
patched[
"db"
].session.query.return_value.filter_by.return_value.one_or_none.return_value = ( # noqa: E501
dashboard
)
patched["get_dashboard_filter_context"].return_value.extra_form_data = {}
patched["s3"].generate_presigned_url.return_value = "https://signed/file.xlsx"
patched["user"] = user
patched["dashboard"] = dashboard
yield patched
def _run(
job_id: str = "job-1",
mode: str = "data",
) -> None:
from superset.tasks.export_dashboard_excel import export_dashboard_excel
export_dashboard_excel(
dashboard_id=1,
user_id=2,
active_data_mask={},
job_id=job_id,
mode=mode,
)
def _no_temp_files_left(job_id: str) -> bool:
pattern = os.path.join(tempfile.gettempdir(), f"dash-export-{job_id}-*")
return glob.glob(pattern) == []
def _read_sheets(path: str) -> dict[str, list[list[object]]]:
openpyxl = pytest.importorskip("openpyxl")
workbook = openpyxl.load_workbook(path, read_only=True)
sheets = {
ws.title: [list(r) for r in ws.iter_rows(values_only=True)]
for ws in workbook.worksheets
}
workbook.close()
return sheets
def test_happy_path_uploads_and_emails(mocks: dict[str, Any]) -> None:
mocks["get_charts_in_layout_order"].return_value = [
_chart(10, "First"),
_chart(20, "Second"),
]
mocks["ChartDataCommand"].return_value.run.side_effect = [
{"queries": [{"colnames": ["a", "b"], "data": [{"a": 1, "b": 2}]}]},
{"queries": [{"colnames": ["c"], "data": [{"c": "x"}]}]},
]
# Capture the workbook before the task deletes it.
uploaded: dict[str, Any] = {}
def _capture(path: str, bucket: str, key: str) -> None:
uploaded["sheets"] = _read_sheets(path)
mocks["s3"].upload_file_to_s3.side_effect = _capture
_run()
mocks["s3"].upload_file_to_s3.assert_called_once()
assert list(uploaded["sheets"].keys()) == ["10 - First", "20 - Second"]
mocks["email"].send_export_email.assert_called_once()
mocks["email"].build_success_email.assert_called_once()
assert _no_temp_files_left("job-1")
def test_chart_without_query_context_is_skipped(mocks: dict[str, Any]) -> None:
mocks["get_charts_in_layout_order"].return_value = [
_chart(10, "Good"),
_chart(20, "NoContext", has_context=False),
]
mocks["ChartDataCommand"].return_value.run.return_value = {
"queries": [{"colnames": ["a"], "data": [{"a": 1}]}]
}
_run()
_, kwargs = mocks["email"].build_success_email.call_args
assert kwargs["errored"] == {
mocks["email"].ERROR_NO_QUERY_CONTEXT: ["20 - NoContext"]
}
@pytest.mark.parametrize(
"raw_context",
[
"", # blank
"null", # parses to None
"{}", # object with no queries
'{"queries": []}', # object with an empty queries list
"not valid json", # unparseable
],
)
def test_chart_with_empty_query_context_is_skipped(
mocks: dict[str, Any], raw_context: str
) -> None:
# A present-but-empty/unusable query context is treated the same as a
# missing one: the chart is listed under "no query context" and the export
# continues, rather than raising mid-export and landing in the general bucket.
good = _chart(10, "Good")
empty = _chart(20, "Empty")
empty.query_context = raw_context
mocks["get_charts_in_layout_order"].return_value = [good, empty]
mocks["ChartDataCommand"].return_value.run.return_value = {
"queries": [{"colnames": ["a"], "data": [{"a": 1}]}]
}
_run()
_, kwargs = mocks["email"].build_success_email.call_args
assert kwargs["errored"] == {mocks["email"].ERROR_NO_QUERY_CONTEXT: ["20 - Empty"]}
# The empty chart is skipped before any query runs; only the good one runs.
mocks["ChartDataCommand"].return_value.run.assert_called_once()
def test_empty_query_context_rebuilt_from_form_data_for_eligible_viz(
mocks: dict[str, Any],
) -> None:
# An eligible viz type (table) with no saved query context is rebuilt from
# its form data and exported instead of being skipped.
good = _chart(10, "Good")
rebuilt = _chart(20, "Rebuilt", viz_type="table")
rebuilt.query_context = None
rebuilt.params = json.dumps({"groupby": ["country"], "metrics": ["count"]})
rebuilt.datasource_id = 5
rebuilt.datasource_type = "table"
mocks["get_charts_in_layout_order"].return_value = [good, rebuilt]
mocks["ChartDataCommand"].return_value.run.return_value = {
"queries": [{"colnames": ["a"], "data": [{"a": 1}]}]
}
_run()
_, kwargs = mocks["email"].build_success_email.call_args
assert kwargs["errored"] == {}
# Both charts ran a query (the saved one and the rebuilt one).
assert mocks["ChartDataCommand"].return_value.run.call_count == 2
def test_empty_query_context_ineligible_viz_is_skipped(
mocks: dict[str, Any],
) -> None:
# A viz type outside the rebuild allowlist (mixed_timeseries — a multi-query
# chart the generic rebuild can't reproduce) is skipped, not exported wrong.
good = _chart(10, "Good")
ineligible = _chart(20, "Ineligible", viz_type="mixed_timeseries")
ineligible.query_context = None
ineligible.params = json.dumps({"groupby": ["x"], "metrics": ["count"]})
ineligible.datasource_id = 5
mocks["get_charts_in_layout_order"].return_value = [good, ineligible]
mocks["ChartDataCommand"].return_value.run.return_value = {
"queries": [{"colnames": ["a"], "data": [{"a": 1}]}]
}
_run()
_, kwargs = mocks["email"].build_success_email.call_args
assert kwargs["errored"] == {
mocks["email"].ERROR_NO_QUERY_CONTEXT: ["20 - Ineligible"]
}
mocks["ChartDataCommand"].return_value.run.assert_called_once()
@pytest.mark.parametrize(
("params", "datasource_id"),
[
("not valid json", 5), # params don't parse → cannot rebuild
("null", 5), # params parse to a non-object → cannot rebuild
('{"groupby": ["x"]}', None), # no datasource to point the query at
],
)
def test_eligible_viz_skipped_when_form_data_unusable(
mocks: dict[str, Any], params: str, datasource_id: int | None
) -> None:
# Even for an allowlisted viz type, a rebuild is only attempted when the form
# data is a usable object and a datasource is known; otherwise the chart is
# skipped rather than raising.
good = _chart(10, "Good")
bad = _chart(20, "Bad", viz_type="table")
bad.query_context = None
bad.params = params
bad.datasource_id = datasource_id
bad.datasource_type = "table"
mocks["get_charts_in_layout_order"].return_value = [good, bad]
mocks["ChartDataCommand"].return_value.run.return_value = {
"queries": [{"colnames": ["a"], "data": [{"a": 1}]}]
}
_run()
_, kwargs = mocks["email"].build_success_email.call_args
assert kwargs["errored"] == {mocks["email"].ERROR_NO_QUERY_CONTEXT: ["20 - Bad"]}
# Only the good chart ran a query; the unusable one never reached execution.
mocks["ChartDataCommand"].return_value.run.assert_called_once()
@pytest.mark.parametrize(
"form_data",
[
{"groupby": ["c"], "metrics": ["m"], "time_compare": ["1 year ago"]},
{"groupby": ["c"], "metrics": ["m"], "rolling_type": "mean"},
{"groupby": ["c"], "metrics": ["m"], "resample_rule": "1D"},
{"groupby": ["c"], "metrics": ["m"], "percent_metrics": ["pct"]},
{"columns": ["a", "b"], "aggregation": "raw"},
],
)
def test_eligible_viz_skipped_when_form_data_needs_post_processing(
mocks: dict[str, Any], form_data: dict[str, Any]
) -> None:
# An allowlisted viz type whose form data relies on post-processing or extra
# queries the single-query rebuild can't reproduce (time comparison, rolling,
# resample, raw aggregation) is skipped rather than exported with wrong data.
good = _chart(10, "Good")
fancy = _chart(20, "Fancy", viz_type="table")
fancy.query_context = None
fancy.params = json.dumps(form_data)
fancy.datasource_id = 5
fancy.datasource_type = "table"
mocks["get_charts_in_layout_order"].return_value = [good, fancy]
mocks["ChartDataCommand"].return_value.run.return_value = {
"queries": [{"colnames": ["a"], "data": [{"a": 1}]}]
}
_run()
_, kwargs = mocks["email"].build_success_email.call_args
assert kwargs["errored"] == {mocks["email"].ERROR_NO_QUERY_CONTEXT: ["20 - Fancy"]}
mocks["ChartDataCommand"].return_value.run.assert_called_once()
def test_rebuilt_query_context_payload_carries_query_shape(
mocks: dict[str, Any],
) -> None:
# Assert the actual payload handed to ChartDataQueryContextSchema().load for a
# rebuilt chart: columns, filters, ordering and granularity must survive so the
# exported data matches the chart (not just that a query ran).
chart = _chart(10, "Rebuilt", viz_type="table")
chart.query_context = None
chart.datasource_id = 5
chart.datasource_type = "table"
chart.params = json.dumps(
{
"groupby": ["country"],
"metrics": ["count"],
"granularity_sqla": "ds",
"time_range": "Last quarter",
"row_limit": 25,
"adhoc_filters": [
{
"expressionType": "SIMPLE",
"subject": "year",
"operator": ">",
"comparator": 2000,
}
],
}
)
mocks["get_charts_in_layout_order"].return_value = [chart]
mocks["ChartDataCommand"].return_value.run.return_value = {
"queries": [{"colnames": ["a"], "data": [{"a": 1}]}]
}
_run()
load_args = mocks["ChartDataQueryContextSchema"].return_value.load.call_args
payload = load_args.args[0]
query = payload["queries"][0]
assert query["columns"] == ["country"]
assert query["metrics"] == ["count"]
assert query["filters"] == [{"col": "year", "op": ">", "val": 2000}]
assert query["orderby"] == [["count", False]]
assert query["granularity"] == "ds"
assert query["time_range"] == "Last quarter"
assert query["row_limit"] == 25
@pytest.mark.parametrize(
("configured", "expected"),
[
(None, {"table", "big_number_total", "big_number", "pie"}), # default
(set(), set()), # explicit empty set disables rebuild entirely
({"table"}, {"table"}), # explicit override
],
)
def test_rebuild_viz_types_respects_explicit_empty_set(
configured: set[str] | None, expected: set[str]
) -> None:
from superset.tasks import export_dashboard_excel as module
fake_app = mock.MagicMock()
fake_app.config.get.return_value = configured
with mock.patch.object(module, "current_app", fake_app):
assert module._rebuild_viz_types() == expected
def test_chart_query_error_grouped_as_general_export_continues(
mocks: dict[str, Any],
) -> None:
mocks["get_charts_in_layout_order"].return_value = [
_chart(10, "Boom"),
_chart(20, "Ok"),
]
mocks["ChartDataCommand"].return_value.run.side_effect = [
RuntimeError("query failed"),
{"queries": [{"colnames": ["a"], "data": [{"a": 1}]}]},
]
_run()
mocks["s3"].upload_file_to_s3.assert_called_once()
_, kwargs = mocks["email"].build_success_email.call_args
assert kwargs["errored"] == {mocks["email"].ERROR_GENERAL: ["10 - Boom"]}
def test_chart_timeout_aborts_export_and_sends_failure_email(
mocks: dict[str, Any],
) -> None:
# A soft timeout raised while a chart runs must abort the whole export
# (propagate to the outer handler) rather than being recorded per-chart and
# letting the task run on until the hard limit kills the worker — which would
# skip cleanup, leak temp files, and never send a failure email.
mocks["get_charts_in_layout_order"].return_value = [
_chart(10, "Ok"),
_chart(20, "Slow"),
]
mocks["ChartDataCommand"].return_value.run.side_effect = [
{"queries": [{"colnames": ["a"], "data": [{"a": 1}]}]},
SoftTimeLimitExceeded(),
]
with pytest.raises(SoftTimeLimitExceeded):
_run("job-timeout")
mocks["s3"].upload_file_to_s3.assert_not_called()
mocks["email"].build_success_email.assert_not_called()
mocks["email"].build_failure_email.assert_called_once()
assert _no_temp_files_left("job-timeout")
def test_image_render_timeout_aborts_export(mocks: dict[str, Any]) -> None:
# In image mode a soft timeout during a chart render must also propagate and
# abort the export rather than being swallowed as a per-chart render failure.
mocks["get_charts_in_layout_order"].return_value = [
_chart(10, "Line", viz_type="line"),
]
mocks["render_chart_image"].side_effect = SoftTimeLimitExceeded()
with pytest.raises(SoftTimeLimitExceeded):
_run("job-img-timeout", mode="images")
mocks["email"].build_success_email.assert_not_called()
mocks["email"].build_failure_email.assert_called_once()
assert _no_temp_files_left("job-img-timeout")
def test_all_charts_skipped_writes_summary(mocks: dict[str, Any]) -> None:
mocks["get_charts_in_layout_order"].return_value = [
_chart(10, "NoContext", has_context=False),
]
uploaded: dict[str, Any] = {}
def _capture(path: str, bucket: str, key: str) -> None:
uploaded["sheets"] = _read_sheets(path)
mocks["s3"].upload_file_to_s3.side_effect = _capture
_run()
assert "Export Summary" in uploaded["sheets"]
mocks["email"].build_success_email.assert_called_once()
def test_upload_failure_sends_failure_email_and_cleans_up(
mocks: dict[str, Any],
) -> None:
mocks["get_charts_in_layout_order"].return_value = [_chart(10, "Good")]
mocks["ChartDataCommand"].return_value.run.return_value = {
"queries": [{"colnames": ["a"], "data": [{"a": 1}]}]
}
mocks["s3"].upload_file_to_s3.side_effect = RuntimeError("s3 down")
with pytest.raises(RuntimeError):
_run("job-fail")
mocks["email"].build_failure_email.assert_called_once()
mocks["email"].send_export_email.assert_called_once()
assert _no_temp_files_left("job-fail")
def test_soft_time_limit_sends_failure_email(mocks: dict[str, Any]) -> None:
mocks["get_charts_in_layout_order"].side_effect = SoftTimeLimitExceeded()
with pytest.raises(SoftTimeLimitExceeded):
_run("job-timeout")
mocks["email"].build_failure_email.assert_called_once()
assert _no_temp_files_left("job-timeout")
# --- image mode ---
def test_images_mode_embeds_non_table_and_keeps_tables_tabular(
mocks: dict[str, Any],
) -> None:
mocks["get_charts_in_layout_order"].return_value = [
_chart(10, "Line", viz_type="line"),
_chart(20, "Tbl", viz_type="table"),
]
mocks["render_chart_image"].return_value = _PNG_1x1
mocks["ChartDataCommand"].return_value.run.return_value = {
"queries": [{"colnames": ["a"], "data": [{"a": 1}]}]
}
uploaded: dict[str, Any] = {}
def _capture(path: str, bucket: str, key: str) -> None:
uploaded["sheets"] = _read_sheets(path)
uploaded["media"] = _media(path)
mocks["s3"].upload_file_to_s3.side_effect = _capture
_run(mode="images")
# The non-table chart is rendered as an image (with the requesting user)...
mocks["render_chart_image"].assert_called_once()
render_args = mocks["render_chart_image"].call_args[0]
assert render_args[0].id == 10
assert render_args[3] is mocks["user"]
# ...and the table chart still goes through the data path.
mocks["ChartDataCommand"].return_value.run.assert_called_once()
assert set(uploaded["sheets"].keys()) == {"10 - Line", "20 - Tbl"}
# Exactly one embedded image (the non-table chart).
assert len(uploaded["media"]) == 1
def test_images_mode_renders_chart_without_query_context(
mocks: dict[str, Any],
) -> None:
# An image chart with no saved query context can still render.
mocks["get_charts_in_layout_order"].return_value = [
_chart(10, "Line", viz_type="line", has_context=False),
]
mocks["render_chart_image"].return_value = _PNG_1x1
uploaded: dict[str, Any] = {}
def _capture(path: str, bucket: str, key: str) -> None:
uploaded["media"] = _media(path)
mocks["s3"].upload_file_to_s3.side_effect = _capture
_run(mode="images")
mocks["render_chart_image"].assert_called_once()
assert len(uploaded["media"]) == 1
def test_images_mode_none_render_is_skipped(mocks: dict[str, Any]) -> None:
mocks["get_charts_in_layout_order"].return_value = [
_chart(10, "Line", viz_type="line"),
]
mocks["render_chart_image"].return_value = None
uploaded: dict[str, Any] = {}
def _capture(path: str, bucket: str, key: str) -> None:
uploaded["sheets"] = _read_sheets(path)
mocks["s3"].upload_file_to_s3.side_effect = _capture
_run(mode="images")
# A chart that cannot render is grouped under the general-error reason.
_, kwargs = mocks["email"].build_success_email.call_args
assert kwargs["errored"] == {mocks["email"].ERROR_GENERAL: ["10 - Line"]}
# Nothing rendered → the summary sheet stands in for an empty workbook.
assert "Export Summary" in uploaded["sheets"]
def test_inflight_lock_released_on_success(mocks: dict[str, Any]) -> None:
mocks["get_charts_in_layout_order"].return_value = [_chart(10, "Good")]
mocks["ChartDataCommand"].return_value.run.return_value = {
"queries": [{"colnames": ["a"], "data": [{"a": 1}]}]
}
_run()
# The distributed lock is released for this user+dashboard when the task
# settles (namespace + params match what the API acquired).
mocks["ReleaseDistributedLock"].assert_called_once_with(
"excel_export", {"user_id": 2, "dashboard_id": 1}
)
mocks["ReleaseDistributedLock"].return_value.run.assert_called_once_with()
def test_inflight_lock_released_on_failure(mocks: dict[str, Any]) -> None:
mocks["get_charts_in_layout_order"].return_value = [_chart(10, "Good")]
mocks["ChartDataCommand"].return_value.run.return_value = {
"queries": [{"colnames": ["a"], "data": [{"a": 1}]}]
}
mocks["s3"].upload_file_to_s3.side_effect = RuntimeError("s3 down")
with pytest.raises(RuntimeError):
_run("job-fail")
# The lock is freed in ``finally`` even when the export fails.
mocks["ReleaseDistributedLock"].assert_called_once_with(
"excel_export", {"user_id": 2, "dashboard_id": 1}
)
mocks["ReleaseDistributedLock"].return_value.run.assert_called_once_with()