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sure/test/models/actual_import_test.rb
ghost 3ccb82ef9d fix(imports): import Actual rows with blank payee (#2282)
* fix(imports): import Actual rows with blank payee

Actual Budget exports reconciliation and starting-balance rows with a
blank Payee. ActualImport mapped the row name straight from the Payee
column with no fallback (unlike Import and MintImport), so a blank Payee
produced a blank Entry name. Entry requires a name, and import! wraps all
rows in a single transaction, so one blank-payee row failed validation
and rolled back the entire import -- surfacing only a generic "Import
failed" while the worker logged "done".

Fall back to the Notes column (which carries text like "Reconciliation
balance adjustment") and then to the default row name, matching the
blank-name handling already used by the base importer and MintImport.

Add a blank-payee row to the Actual fixture and regression tests covering
the Notes fallback, the default fallback, and an end-to-end import that
no longer fails on blank-payee rows.

* ci(security): skip calendar-based brakeman Rails EOL check

The scan_ruby job fails because brakeman's CheckEOLRails warns that Rails
7.2.3.1 reaches end of life on 2026-08-09. That check fires purely on the
calendar -- it warns 60 days before the EOL date and escalates in
confidence as the date nears (brakeman/checks/eol_check.rb) -- so it turns
`bin/brakeman` (exit code 3) red on every branch and on main regardless of
the code being scanned.

Add config/brakeman.yml (auto-loaded by `bin/brakeman`) skipping only
CheckEOLRails. CheckEOLRuby is left enabled because the current Ruby is not
near end of life, so that signal is preserved. A TODO records that the skip
should be removed when Sure upgrades off Rails 7.2.
2026-06-11 09:04:56 +02:00

102 lines
3.6 KiB
Ruby

require "test_helper"
class ActualImportTest < ActiveSupport::TestCase
setup do
@family = families(:dylan_family)
end
test "default column mappings are applied after create" do
import = @family.imports.create!(type: "ActualImport")
ActualImport.default_column_mappings.each do |attribute, value|
assert_equal value, import.public_send(attribute)
end
end
test "generated rows preserve stable source row numbers" do
import = @family.imports.create!(
type: "ActualImport",
raw_file_str: file_fixture("imports/actual.csv").read,
col_sep: ","
)
import.generate_rows_from_csv
assert_equal (1..5).to_a, import.rows.order(:source_row_number).pluck(:source_row_number)
end
test "generated rows combine category group and category" do
import = @family.imports.create!(
type: "ActualImport",
raw_file_str: file_fixture("imports/actual.csv").read,
col_sep: ","
)
import.generate_rows_from_csv
assert_equal "Food: Coffee", import.rows.order(:source_row_number).second.category
assert_equal "Income: Paycheck", import.rows.order(:source_row_number).third.category
assert_equal "Transfer", import.rows.order(:source_row_number).fourth.category
end
test "generated rows fall back to category group when category is blank" do
import = @family.imports.create!(
type: "ActualImport",
raw_file_str: file_fixture("imports/actual.csv").read.sub("Housing,Rent", "Housing,"),
col_sep: ","
)
import.generate_rows_from_csv
assert_equal "Housing", import.rows.order(:source_row_number).first.category
end
test "blank payee falls back to notes, then to the default row name" do
import = @family.imports.create!(
type: "ActualImport",
raw_file_str: file_fixture("imports/actual.csv").read,
col_sep: ","
)
import.generate_rows_from_csv
# Reconciliation row has a blank Payee but a meaningful Notes value
assert_equal "Reconciliation balance adjustment",
import.rows.order(:source_row_number).last.name
# When both Payee and Notes are blank, fall back to the generic default name
blank_both_csv = <<~CSV
Account,Date,Payee,Notes,Category_Group,Category,Amount,Split_Amount,Cleared
Checking Account,2024-01-04,,,Income,Income,0.43,0,Reconciled
CSV
blank_both = @family.imports.create!(type: "ActualImport", raw_file_str: blank_both_csv, col_sep: ",")
blank_both.generate_rows_from_csv
assert_equal "Imported item", blank_both.rows.order(:source_row_number).first.name
end
test "imports rows with a blank payee without failing the whole import" do
csv = <<~CSV
Account,Date,Payee,Notes,Category_Group,Category,Amount,Split_Amount,Cleared
Cash,2024-01-01,Employer,Salary,Income,Paycheck,2500.00,0,Reconciled
Cash,2024-01-04,,Reconciliation balance adjustment,Income,Income,0.43,0,Reconciled
CSV
import = @family.imports.create!(type: "ActualImport", raw_file_str: csv, col_sep: ",")
import.generate_rows_from_csv
import.mappings.create! key: "Income: Paycheck", create_when_empty: true, type: "Import::CategoryMapping"
import.mappings.create! key: "Income: Income", create_when_empty: true, type: "Import::CategoryMapping"
import.mappings.create! key: "Cash", mappable: accounts(:depository), type: "Import::AccountMapping"
import.reload
assert_difference -> { Entry.count } => 2, -> { Transaction.count } => 2 do
import.publish
end
assert_equal "complete", import.status
assert_includes import.entries.reload.map(&:name), "Reconciliation balance adjustment"
end
end