Files
sure/spec/requests/api/v1/imports_spec.rb
Pere Montpeó 9f5fdd4d13 feat: add valuations API endpoints for managing account reconciliations (#745)
* feat: add valuations API endpoints for managing account reconciliations

* refactor: formatting

* fix: make account extraction clearer

* feat: validation and error handling improvements

* feat: transaction

* feat: error handling

* Add API documentation LLM context

* Make it easier for people

* feat: transaction in creation

* feat: add OpenAPI spec for Valuations API

* fix: update notes validation to check for key presence

* Prevent double render

* All other docs use `apiKeyAuth`

* More `apiKeyAuth`

* Remove testing assertions from API doc specs

* fix: correct valuation entry references

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-01-30 18:54:15 +01:00

237 lines
6.7 KiB
Ruby

# frozen_string_literal: true
require 'swagger_helper'
RSpec.describe 'API V1 Imports', type: :request do
let(:family) do
Family.create!(
name: 'API Family',
currency: 'USD',
locale: 'en',
date_format: '%m-%d-%Y'
)
end
let(:user) do
family.users.create!(
email: 'api-user@example.com',
password: 'password123',
password_confirmation: 'password123'
)
end
let(:api_key) do
key = ApiKey.generate_secure_key
ApiKey.create!(
user: user,
name: 'API Docs Key',
key: key,
scopes: %w[read_write],
source: 'web'
)
end
let(:'X-Api-Key') { api_key.plain_key }
let(:account) do
Account.create!(
family: family,
name: 'Test Checking',
balance: 1000,
currency: 'USD',
accountable: Depository.new
)
end
let!(:pending_import) do
family.imports.create!(
type: 'TransactionImport',
status: 'pending',
account: account,
raw_file_str: "date,amount,name\n01/01/2024,10.00,Test Transaction"
)
end
let!(:complete_import) do
family.imports.create!(
type: 'TransactionImport',
status: 'complete',
account: account,
raw_file_str: "date,amount,name\n01/02/2024,20.00,Another Transaction"
)
end
path '/api/v1/imports' do
get 'List imports' do
description 'List all imports for the user\'s family with pagination and filtering.'
tags 'Imports'
security [ { apiKeyAuth: [] } ]
produces 'application/json'
parameter name: :page, in: :query, type: :integer, required: false,
description: 'Page number (default: 1)'
parameter name: :per_page, in: :query, type: :integer, required: false,
description: 'Items per page (default: 25, max: 100)'
parameter name: :status, in: :query, required: false,
description: 'Filter by status',
schema: { type: :string, enum: %w[pending complete importing reverting revert_failed failed] }
parameter name: :type, in: :query, required: false,
description: 'Filter by import type',
schema: { type: :string, enum: %w[TransactionImport TradeImport AccountImport MintImport CategoryImport RuleImport] }
response '200', 'imports listed' do
schema '$ref' => '#/components/schemas/ImportCollection'
run_test!
end
response '200', 'imports filtered by status' do
schema '$ref' => '#/components/schemas/ImportCollection'
let(:status) { 'pending' }
run_test!
end
response '200', 'imports filtered by type' do
schema '$ref' => '#/components/schemas/ImportCollection'
let(:type) { 'TransactionImport' }
run_test!
end
end
post 'Create import' do
description 'Create a new import from raw CSV content.'
tags 'Imports'
security [ { apiKeyAuth: [] } ]
consumes 'application/json'
produces 'application/json'
parameter name: :body, in: :body, required: true, schema: {
type: :object,
properties: {
raw_file_content: {
type: :string,
description: 'The raw CSV content as a string'
},
type: {
type: :string,
enum: %w[TransactionImport TradeImport AccountImport MintImport CategoryImport RuleImport],
description: 'Import type (defaults to TransactionImport)'
},
account_id: {
type: :string,
format: :uuid,
description: 'Account ID to import into'
},
publish: {
type: :string,
description: 'Set to "true" to automatically queue for processing if configuration is valid'
},
date_col_label: {
type: :string,
description: 'Header name for the date column'
},
amount_col_label: {
type: :string,
description: 'Header name for the amount column'
},
name_col_label: {
type: :string,
description: 'Header name for the transaction name column'
},
category_col_label: {
type: :string,
description: 'Header name for the category column'
},
tags_col_label: {
type: :string,
description: 'Header name for the tags column'
},
notes_col_label: {
type: :string,
description: 'Header name for the notes column'
},
date_format: {
type: :string,
description: 'Date format pattern (e.g., "%m/%d/%Y")'
},
number_format: {
type: :string,
enum: [ '1,234.56', '1.234,56', '1 234,56', '1,234' ],
description: 'Number format for parsing amounts'
},
signage_convention: {
type: :string,
enum: %w[inflows_positive inflows_negative],
description: 'How to interpret positive/negative amounts'
},
col_sep: {
type: :string,
enum: [ ',', ';' ],
description: 'Column separator'
}
}
}
response '201', 'import created' do
schema '$ref' => '#/components/schemas/ImportResponse'
let(:body) do
{
raw_file_content: "date,amount,name\n01/15/2024,50.00,New Transaction",
type: 'TransactionImport',
account_id: account.id,
date_col_label: 'date',
amount_col_label: 'amount',
name_col_label: 'name'
}
end
run_test!
end
response '422', 'validation error - file too large' do
schema '$ref' => '#/components/schemas/ErrorResponse'
let(:body) do
{
raw_file_content: 'x' * (11 * 1024 * 1024), # 11MB, exceeds MAX_CSV_SIZE
type: 'TransactionImport'
}
end
run_test!
end
end
end
path '/api/v1/imports/{id}' do
parameter name: :id, in: :path, type: :string, required: true, description: 'Import ID'
get 'Retrieve an import' do
description 'Retrieve detailed information about a specific import, including configuration and row statistics.'
tags 'Imports'
security [ { apiKeyAuth: [] } ]
produces 'application/json'
let(:id) { pending_import.id }
response '200', 'import retrieved' do
schema '$ref' => '#/components/schemas/ImportResponse'
run_test!
end
response '404', 'import not found' do
schema '$ref' => '#/components/schemas/ErrorResponse'
let(:id) { SecureRandom.uuid }
run_test!
end
end
end
end