Add post-trial inactive Family cleanup with data archival (#1199)

* Add post-trial inactive family cleanup with data archival

Families that expire their trial without subscribing now get cleaned up
daily. Empty families (no accounts) are destroyed immediately after a
14-day grace period. Families with meaningful data (12+ transactions,
some recent) get their data exported as NDJSON/ZIP to an ArchivedExport
record before deletion, downloadable via a token-based URL for 90 days.

- Add InactiveFamilyCleanerJob (scheduled daily at 4 AM, managed mode only)
- Add ArchivedExport model with token-based downloads
- Add inactive_trial_for_cleanup scope and requires_data_archive? to Family
- Extend DataCleanerJob to purge expired archived exports
- Add ArchivedExportsController for unauthenticated token downloads

https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ

* Fix Brakeman redirect warning in ArchivedExportsController

Use rails_blob_path instead of redirecting directly to the ActiveStorage
attachment, which avoids the allow_other_host: true open redirect.

https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ

* Update schema.rb with archived_exports table

Add the archived_exports table definition to schema.rb to match
the pending migration, unblocking CI tests.

https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ

* Fix broken CI tests for ArchivedExports and InactiveFamilyCleaner

- ArchivedExportsController 404 test: use assert_response :not_found
  instead of assert_raises since Rails rescues RecordNotFound in
  integration tests and returns a 404 response.
- InactiveFamilyCleanerJob test: remove assert_no_difference on
  Family.count since the inactive_trial fixture gets cleaned up by
  the job. The test intent is to verify the active family survives,
  which is checked by assert Family.exists?.

https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ

* Wrap ArchivedExport creation in a transaction

Ensure the ArchivedExport record and its file attachment succeed
atomically. If the attach fails, the transaction rolls back so no
orphaned record is left without an export file.

https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ

* Store only a digest of the download token for ArchivedExport

Replace plaintext download_token column with download_token_digest
(SHA-256 hex). The raw token is generated via SecureRandom on create,
exposed transiently via attr_reader for use in emails/logs, and only
its digest is persisted. Lookup uses find_by_download_token! which
digests the incoming token before querying.

https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ

* Remove raw download token from cleanup job logs

Log a truncated digest prefix instead of the raw token, which is the
sole credential for the unauthenticated download endpoint.

https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ

* Fix empty assert_no_difference block in cleaner job test

Wrap the perform_now call with both assertions so the
ArchivedExport.count check actually exercises the job.

https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ

---------

Co-authored-by: Claude <noreply@anthropic.com>
This commit is contained in:
Juan José Mata
2026-03-14 20:14:18 +01:00
committed by GitHub
parent f0902aa8e4
commit 5b0ddd06a4
16 changed files with 559 additions and 4 deletions

View File

@@ -0,0 +1,70 @@
require "test_helper"
class ArchivedExportTest < ActiveSupport::TestCase
test "downloadable? returns true when not expired and file attached" do
archive = ArchivedExport.create!(
email: "test@example.com",
family_name: "Test",
expires_at: 30.days.from_now
)
archive.export_file.attach(
io: StringIO.new("test content"),
filename: "test.zip",
content_type: "application/zip"
)
assert archive.downloadable?
end
test "downloadable? returns false when expired" do
archive = ArchivedExport.create!(
email: "test@example.com",
family_name: "Test",
expires_at: 1.day.ago
)
archive.export_file.attach(
io: StringIO.new("test content"),
filename: "test.zip",
content_type: "application/zip"
)
assert_not archive.downloadable?
end
test "downloadable? returns false when file not attached" do
archive = ArchivedExport.create!(
email: "test@example.com",
family_name: "Test",
expires_at: 30.days.from_now
)
assert_not archive.downloadable?
end
test "expired scope returns only expired records" do
expired = ArchivedExport.create!(
email: "expired@example.com",
family_name: "Expired",
expires_at: 1.day.ago
)
active = ArchivedExport.create!(
email: "active@example.com",
family_name: "Active",
expires_at: 30.days.from_now
)
results = ArchivedExport.expired
assert_includes results, expired
assert_not_includes results, active
end
test "generates download_token automatically" do
archive = ArchivedExport.create!(
email: "test@example.com",
family_name: "Test",
expires_at: 30.days.from_now
)
assert archive.download_token.present?
end
end

View File

@@ -25,4 +25,86 @@ class Family::SubscribeableTest < ActiveSupport::TestCase
@family.update!(stripe_customer_id: "")
assert_not @family.can_manage_subscription?
end
test "inactive_trial_for_cleanup includes families with expired paused trials" do
inactive = families(:inactive_trial)
results = Family.inactive_trial_for_cleanup
assert_includes results, inactive
end
test "inactive_trial_for_cleanup excludes families with active subscriptions" do
results = Family.inactive_trial_for_cleanup
assert_not_includes results, @family
end
test "inactive_trial_for_cleanup excludes families within grace period" do
inactive = families(:inactive_trial)
inactive.subscription.update!(trial_ends_at: 5.days.ago)
results = Family.inactive_trial_for_cleanup
assert_not_includes results, inactive
end
test "inactive_trial_for_cleanup includes families with no subscription created long ago" do
old_family = Family.create!(name: "Abandoned", created_at: 90.days.ago)
results = Family.inactive_trial_for_cleanup
assert_includes results, old_family
old_family.destroy
end
test "inactive_trial_for_cleanup excludes recently created families with no subscription" do
recent_family = Family.create!(name: "New")
results = Family.inactive_trial_for_cleanup
assert_not_includes results, recent_family
recent_family.destroy
end
test "requires_data_archive? returns false with few transactions" do
inactive = families(:inactive_trial)
assert_not inactive.requires_data_archive?
end
test "requires_data_archive? returns true with 12+ recent transactions" do
inactive = families(:inactive_trial)
account = inactive.accounts.create!(
name: "Test", currency: "USD", balance: 0, accountable: Depository.new, status: :active
)
trial_end = inactive.subscription.trial_ends_at
15.times do |i|
account.entries.create!(
name: "Txn #{i}", date: trial_end - i.days, amount: 10, currency: "USD",
entryable: Transaction.new
)
end
assert inactive.requires_data_archive?
end
test "requires_data_archive? returns false with 12+ transactions but none recent" do
inactive = families(:inactive_trial)
account = inactive.accounts.create!(
name: "Test", currency: "USD", balance: 0, accountable: Depository.new, status: :active
)
# All transactions from early in the trial (more than 14 days before trial end)
trial_end = inactive.subscription.trial_ends_at
15.times do |i|
account.entries.create!(
name: "Txn #{i}", date: trial_end - 30.days - i.days, amount: 10, currency: "USD",
entryable: Transaction.new
)
end
assert_not inactive.requires_data_archive?
end
end