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6ea931f3fe
Adds YnabImport (mirroring ActualImport) for YNAB "Export budget" register CSVs: - Amount — combines the split Outflow/Inflow columns into a single signed amount (inflow - |outflow|), stripping currency symbols and thousands separators. A single signed Amount column takes precedence when present. - Category — resolves across export shapes: the combined "Category Group/Category" column, the split "Category Group" + "Category", or legacy YNAB 4 "Master Category" + "Sub Category". - Names — falls back from a blank Payee to the Memo, then the default row name. - Validation — requires at least one amount source (Outflow/Inflow or Amount); a file exposing none leaves rows un-clean instead of importing zero-dollar entries. Enables the previously-disabled YNAB option on the imports screen (using the YNAB logo, like Mint) with its configuration partial, and removes the now-dead imports.new.coming_soon locale key. Documents the type in the API import-type enums (rswag request spec + swagger_helper + generated openapi.yaml). Closes #1255.
267 lines
6.3 KiB
Ruby
267 lines
6.3 KiB
Ruby
require "application_system_test_case"
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class ImportsTest < ApplicationSystemTestCase
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include ActiveJob::TestHelper
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setup do
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sign_in @user = users(:family_admin)
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# Trade securities will be imported as "offline" tickers
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Security.stubs(:provider).returns(nil)
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end
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test "transaction import" do
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visit new_import_path
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click_on "Raw Data"
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click_on "Import transactions"
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within_testid("import-tabs") do
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click_on "Copy & Paste"
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end
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fill_in "import[raw_file_str]", with: file_fixture("imports/transactions.csv").read
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find_field("import[raw_file_str]").find(:xpath, "./ancestor::form").click_button("Upload CSV")
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select "Date", from: "import[date_col_label]"
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select "YYYY-MM-DD", from: "import[date_format]"
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select "Amount", from: "import[amount_col_label]"
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select "Account", from: "import[account_col_label]"
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select "Name", from: "import[name_col_label]"
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select "Category", from: "import[category_col_label]"
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select "Tags", from: "import[tags_col_label]"
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select "Notes", from: "import[notes_col_label]"
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click_on "Apply configuration"
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click_on "Next step"
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assert_selector "h1", text: "Assign your categories"
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click_on "Next"
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assert_selector "h1", text: "Assign your tags"
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click_on "Next"
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assert_selector "h1", text: "Assign your accounts"
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click_on "Next"
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click_on "Publish import"
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assert_text "Import in progress"
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perform_enqueued_jobs
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click_on "Check status"
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assert_text "Import successful"
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click_on "Back to dashboard"
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end
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test "trade import" do
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visit new_import_path
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click_on "Raw Data"
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click_on "Import investments"
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within_testid("import-tabs") do
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click_on "Copy & Paste"
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end
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fill_in "import[raw_file_str]", with: file_fixture("imports/trades.csv").read
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find_field("import[raw_file_str]").find(:xpath, "./ancestor::form").click_button("Upload CSV")
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select "date", from: "import[date_col_label]"
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select "YYYY-MM-DD", from: "import[date_format]"
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select "qty", from: "import[qty_col_label]"
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select "ticker", from: "import[ticker_col_label]"
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select "price", from: "import[price_col_label]"
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select "account", from: "import[account_col_label]"
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click_on "Apply configuration"
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click_on "Next step"
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assert_selector "h1", text: "Assign your accounts"
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click_on "Next"
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click_on "Publish import"
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assert_text "Import in progress"
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perform_enqueued_jobs
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click_on "Check status"
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assert_text "Import successful"
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click_on "Back to dashboard"
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end
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test "account import" do
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visit new_import_path
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click_on "Raw Data"
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click_on "Import accounts"
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within_testid("import-tabs") do
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click_on "Copy & Paste"
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end
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fill_in "import[raw_file_str]", with: file_fixture("imports/accounts.csv").read
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find_field("import[raw_file_str]").find(:xpath, "./ancestor::form").click_button("Upload CSV")
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select "type", from: "import[entity_type_col_label]"
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select "name", from: "import[name_col_label]"
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select "amount", from: "import[amount_col_label]"
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click_on "Apply configuration"
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click_on "Next step"
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assert_selector "h1", text: "Assign your account types"
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all("form").each do |form|
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within(form) do
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select = form.find("select")
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select "Depository", from: select["id"]
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sleep 0.5
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end
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end
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click_on "Next"
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click_on "Publish import"
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assert_text "Import in progress"
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perform_enqueued_jobs
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click_on "Check status"
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assert_text "Import successful"
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click_on "Back to dashboard"
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end
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test "mint import" do
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visit new_import_path
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# Pending CSV-style imports default the dialog to the Raw Data tab; Mint lives under Financial Tools.
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click_on "Financial Tools"
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click_on "Import from Mint"
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within_testid("import-tabs") do
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click_on "Copy & Paste"
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end
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fill_in "import[raw_file_str]", with: file_fixture("imports/mint.csv").read
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find_field("import[raw_file_str]").find(:xpath, "./ancestor::form").click_button("Upload CSV")
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click_on "Apply configuration"
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click_on "Next step"
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assert_selector "h1", text: "Assign your categories"
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click_on "Next"
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assert_selector "h1", text: "Assign your tags"
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click_on "Next"
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assert_selector "h1", text: "Assign your accounts"
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click_on "Next"
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click_on "Publish import"
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assert_text "Import in progress"
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perform_enqueued_jobs
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click_on "Check status"
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assert_text "Import successful"
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click_on "Back to dashboard"
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end
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test "actual import" do
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visit new_import_path
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# Pending CSV-style imports default the dialog to the Raw Data tab; Actual lives under Financial Tools.
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click_on "Financial Tools"
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click_on "Import from Actual Budget"
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within_testid("import-tabs") do
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click_on "Copy & Paste"
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end
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fill_in "import[raw_file_str]", with: file_fixture("imports/actual.csv").read
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find_field("import[raw_file_str]").find(:xpath, "./ancestor::form").click_button("Upload CSV")
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click_on "Apply configuration"
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click_on "Next step"
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assert_selector "h1", text: "Assign your categories"
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click_on "Next"
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assert_selector "h1", text: "Assign your accounts"
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click_on "Next"
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click_on "Publish import"
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assert_text "Import in progress"
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perform_enqueued_jobs
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click_on "Check status"
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assert_text "Import successful"
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click_on "Back to dashboard"
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end
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test "ynab import" do
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visit new_import_path
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# Pending CSV-style imports default the dialog to the Raw Data tab; YNAB lives under Financial Tools.
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click_on "Financial Tools"
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click_on "Import from YNAB"
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within_testid("import-tabs") do
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click_on "Copy & Paste"
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end
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fill_in "import[raw_file_str]", with: file_fixture("imports/ynab.csv").read
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find_field("import[raw_file_str]").find(:xpath, "./ancestor::form").click_button("Upload CSV")
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click_on "Apply configuration"
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click_on "Next step"
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assert_selector "h1", text: "Assign your categories"
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click_on "Next"
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assert_selector "h1", text: "Assign your accounts"
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click_on "Next"
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click_on "Publish import"
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assert_text "Import in progress"
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perform_enqueued_jobs
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click_on "Check status"
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assert_text "Import successful"
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click_on "Back to dashboard"
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end
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end
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