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* Feat: Add QIF (Quicken Interchange Format) import functionality - Add the ability to import QIF files for users coming from Quicken - Includes categories and tags - Comprehensive tests for QifImport, including parsing, row generation, and import functionality. - Ensure handling of hierarchical categories (ex "Home:Home Improvement" is imported as Parent:Child) * Fix QIF import issues raised in code review - Fix two-digit year windowing in QIF date parser (e.g. '99 → 1999, not 2099) - Fix ArgumentError from invalid `undef: :raise` encoding option - Nil-safe `leaf_category_name` with blank guard and `.to_s` coercion - Memoize `qif_account_type` to avoid re-parsing the full QIF file - Add strong parameters (`selection_params`) to QifCategorySelectionsController - Wrap all mutations in DB transactions in uploads and category-selections controllers - Skip unchanged tag rows (only write rows where tags actually differ) - Replace hardcoded strings with i18n keys across QIF views and nav - Fix potentially colliding checkbox/label IDs in category selection view - Improve keyboard accessibility: use semantic `<label>` for file picker area Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Fix QIF import test count and Brakeman mass assignment warning - Update ImportsControllerTest to expect 4 disabled import options (was 3), accounting for the new QIF import type added in this branch - Remove :account_id from upload_params permit list; it was never accessed through strong params (always via params.dig with Current.family scope), so this resolves the Brakeman high-confidence mass assignment warning Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Fix: QIF import security, safety, and i18n issues raised in code review - Added french, spanish and german translations for newly added i18n keys - Replace params.dig(:import, :account_id) with a proper strong-params accessor (import_account_id) in UploadsController to satisfy Rails parameter filtering requirements - Guard ImportsController#show against QIF imports reaching the publish screen before a file has been uploaded, preventing an unrescued error on publish - Gate the QIF "Clean" nav step link on import.uploaded? to prevent routing to CleansController with an unconfigured import (which would raise "Unknown import type: QifImport" via ImportsHelper) - Replace hard-coded "txn" pluralize calls in the category/tag selection view with t(".txn_count") and add pluralization keys to the locale file - Localize all hard-coded strings in the QIF upload section of uploads/show.html.erb and add corresponding en.yml keys - Convert the CSV upload drop zone from a clickable <div> (JS-only) to a semantic <label> element, making it keyboard-accessible without JavaScript * Fix: missing translations keys * Add icon mapping and random color assignment to new categories * fix a lint issue * Add a warning about splits and some plumbing for future support. Updated locales. --------- Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
139 lines
4.0 KiB
Ruby
139 lines
4.0 KiB
Ruby
require "test_helper"
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class ImportsControllerTest < ActionDispatch::IntegrationTest
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setup do
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sign_in @user = users(:family_admin)
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end
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test "gets index" do
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get imports_url
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assert_response :success
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@user.family.imports.ordered.each do |import|
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assert_select "#" + dom_id(import), count: 1
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end
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end
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test "gets new" do
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get new_import_url
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assert_response :success
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assert_select "turbo-frame#modal"
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end
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test "shows disabled account-dependent imports when family has no accounts" do
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sign_in users(:empty)
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get new_import_url
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assert_response :success
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assert_select "button", text: "Import accounts"
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assert_select "button", text: "Import transactions", count: 0
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assert_select "button", text: "Import investments", count: 0
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assert_select "button", text: "Import from Mint", count: 0
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assert_select "button", text: "Import from Quicken (QIF)", count: 0
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assert_select "span", text: "Import accounts first to unlock this option.", count: 4
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assert_select "div[aria-disabled=true]", count: 4
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end
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test "creates import" do
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assert_difference "Import.count", 1 do
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post imports_url, params: {
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import: {
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type: "TransactionImport"
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}
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}
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end
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assert_redirected_to import_upload_url(Import.all.ordered.first)
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end
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test "uploads supported non-pdf document for vector store without creating import" do
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adapter = mock("vector_store_adapter")
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adapter.stubs(:supported_extensions).returns(%w[.csv .pdf])
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VectorStore::Registry.stubs(:adapter).returns(adapter)
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family_document = family_documents(:tax_return)
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Family.any_instance.expects(:upload_document).with do |file_content:, filename:, **|
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assert_not_empty file_content
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assert_equal "valid.csv", filename
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true
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end.returns(family_document)
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assert_no_difference "Import.count" do
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post imports_url, params: {
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import: {
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type: "DocumentImport",
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import_file: file_fixture_upload("imports/valid.csv", "text/csv")
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}
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}
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end
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assert_redirected_to new_import_url
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assert_equal I18n.t("imports.create.document_uploaded"), flash[:notice]
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end
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test "uploads pdf document as PdfImport when using DocumentImport option" do
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adapter = mock("vector_store_adapter")
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adapter.stubs(:supported_extensions).returns(%w[.pdf .txt])
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VectorStore::Registry.stubs(:adapter).returns(adapter)
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@user.family.expects(:upload_document).never
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assert_difference "Import.count", 1 do
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post imports_url, params: {
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import: {
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type: "DocumentImport",
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import_file: file_fixture_upload("imports/sample_bank_statement.pdf", "application/pdf")
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}
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}
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end
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created_import = Import.order(:created_at).last
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assert_equal "PdfImport", created_import.type
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assert_redirected_to import_url(created_import)
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assert_equal I18n.t("imports.create.pdf_processing"), flash[:notice]
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end
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test "rejects unsupported document type for DocumentImport option" do
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adapter = mock("vector_store_adapter")
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adapter.stubs(:supported_extensions).returns(%w[.pdf .txt])
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VectorStore::Registry.stubs(:adapter).returns(adapter)
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assert_no_difference "Import.count" do
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post imports_url, params: {
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import: {
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type: "DocumentImport",
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import_file: file_fixture_upload("profile_image.png", "image/png")
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}
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}
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end
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assert_redirected_to new_import_url
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assert_equal I18n.t("imports.create.invalid_document_file_type"), flash[:alert]
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end
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test "publishes import" do
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import = imports(:transaction)
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TransactionImport.any_instance.expects(:publish_later).once
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post publish_import_url(import)
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assert_equal "Your import has started in the background.", flash[:notice]
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assert_redirected_to import_path(import)
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end
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test "destroys import" do
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import = imports(:transaction)
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assert_difference "Import.count", -1 do
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delete import_url(import)
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end
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assert_redirected_to imports_path
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end
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end
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