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test: csv import e2e tests #3499

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merged 18 commits into from
Oct 9, 2024

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UnderKoen
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Readds #3467
The problem that caused #3474 was something to do with css precedent

@actual-github-bot actual-github-bot bot changed the title test: csv import e2e tests [WIP] test: csv import e2e tests Sep 24, 2024
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coderabbitai bot commented Sep 24, 2024

Walkthrough

The pull request introduces a new test suite for importing transactions from CSV files, modifies the CloseAccountModal class to include a new method for forced account closure, and improves accessibility by adding an aria-label to a component. Additionally, it refines the layout of the ImportTransactionsModal component for better visual consistency. Changes also include an update to the default value of the E2E_START_URL environment variable in a script, adapting it for a Docker environment.

Changes

File Path Change Summary
packages/desktop-client/e2e/accounts.test.js Added a new test suite for importing transactions from CSV files, including setup, teardown, and two test cases.
packages/desktop-client/e2e/page-models/close-account-modal.js Added a new method async forceCloseAccount() to the CloseAccountModal class for alternative account closure.
packages/desktop-client/src/components/modals/CloseAccountModal.tsx Added aria-label="Force close" to a Link component for improved accessibility.
packages/desktop-client/src/components/modals/ImportTransactionsModal.jsx Updated layout of FieldMappings component for consistent spacing between fields.
packages/desktop-client/src/components/modals/ImportTransactionsModal/FieldMappings.jsx Updated styling of View components to enhance spacing and removed marginRight from SelectField components.
bin/run-vrt Changed default value of E2E_START_URL from https://localhost:3001 to https://host.docker.internal:3001.

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  • MatissJanis

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  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-1-chromium-linux.png is excluded by !**/*.png
📒 Files selected for processing (1)
  • packages/desktop-client/src/components/modals/ImportTransactionsModal/FieldMappings.jsx (1 hunks)
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  • packages/desktop-client/src/components/modals/ImportTransactionsModal/FieldMappings.jsx

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Bundle Stats — desktop-client

Hey there, this message comes from a GitHub action that helps you and reviewers to understand how these changes affect the size of this project's bundle.

As this PR is updated, I'll keep you updated on how the bundle size is impacted.

Total

Files count Total bundle size % Changed
9 5.32 MB → 5.32 MB (-184 B) -0.00%
Changeset
File Δ Size
src/components/modals/ImportTransactionsModal/FieldMappings.jsx 📉 -184 B (-2.99%) 6 kB → 5.82 kB
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static/js/index.js 3.34 MB → 3.34 MB (-184 B) -0.01%

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static/js/indexeddb-main-thread-worker-e59fee74.js 13.5 kB 0%
static/js/usePreviewTransactions.js 1.64 kB 0%
static/js/AppliedFilters.js 20.96 kB 0%
static/js/BackgroundImage.js 122.29 kB 0%
static/js/resize-observer.js 18.37 kB 0%
static/js/narrow.js 82.55 kB 0%
static/js/wide.js 224.88 kB 0%
static/js/ReportRouter.js 1.51 MB 0%

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@UnderKoen UnderKoen changed the title [WIP] test: csv import e2e tests test: csv import e2e tests Sep 24, 2024
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Actionable comments posted: 4

Outside diff range and nitpick comments (2)
packages/desktop-client/e2e/page-models/close-account-modal.js (1)

Line range hint 1-18: Consider documenting the usage of closeAccount vs forceCloseAccount

The addition of the forceCloseAccount method provides more flexibility in account closure scenarios, which is good. However, to prevent potential misuse or confusion, consider the following:

  1. Add class-level documentation explaining the difference between closeAccount and forceCloseAccount, and when each should be used.
  2. Ensure that the main application has appropriate safeguards when using the "force close" functionality, if it corresponds to bypassing normal closure checks.

Here's a suggested addition to the class documentation:

/**
 * Represents the Close Account modal in the application.
 * This class provides methods to interact with the modal during end-to-end testing.
 *
 * The class offers two methods for closing an account:
 * - closeAccount(): For standard account closure. This should be the primary method used.
 * - forceCloseAccount(): For scenarios where standard closure fails or specific test cases.
 *   Use with caution as it may bypass normal closure checks.
 */
export class CloseAccountModal {
  // ... existing code ...
}

This documentation clarifies the purpose of each method and provides guidance on their usage.

packages/desktop-client/e2e/accounts.test.js (1)

120-132: Good encapsulation, consider parameterizing the file path.

The importCsv function effectively encapsulates the CSV import logic, making it reusable across tests. The use of page.waitForEvent('filechooser') is a good practice for handling file inputs in Playwright.

Consider parameterizing the CSV file path instead of hard-coding it:

-async function importCsv(screenshot = false) {
+async function importCsv(csvFilePath, screenshot = false) {
   const fileChooserPromise = page.waitForEvent('filechooser');
   await accountPage.page.getByRole('button', { name: 'Import' }).click();

   const fileChooser = await fileChooserPromise;
-  await fileChooser.setFiles(join(__dirname, 'data/test.csv'));
+  await fileChooser.setFiles(csvFilePath);

   if (screenshot) await expect(page).toMatchThemeScreenshots();

   await accountPage.page
     .getByRole('button', { name: /Import \d+ transactions/ })
     .click();
 }

This change would make the function more flexible and allow testing with different CSV files if needed.

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Commits

Files that changed from the base of the PR and between 9c2bb9b and b79a1be.

Files ignored due to path filters (8)
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-import-csv-file-twice-1-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-import-csv-file-twice-2-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-import-csv-file-twice-3-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-1-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-2-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-3-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/data/test.csv is excluded by !**/*.csv
  • upcoming-release-notes/3499.md is excluded by !**/*.md
Files selected for processing (4)
  • packages/desktop-client/e2e/accounts.test.js (2 hunks)
  • packages/desktop-client/e2e/page-models/close-account-modal.js (1 hunks)
  • packages/desktop-client/src/components/modals/CloseAccountModal.tsx (1 hunks)
  • packages/desktop-client/src/components/modals/ImportTransactionsModal.jsx (1 hunks)
Additional comments not posted (9)
packages/desktop-client/e2e/page-models/close-account-modal.js (1)

Line range hint 1-18: Overall assessment of changes

The addition of the forceCloseAccount method enhances the functionality of the CloseAccountModal class without disrupting existing code. This change appears to be in line with the PR objectives of improving e2e tests for account-related operations.

To further improve the implementation:

  1. Enhance error handling and return values in the new method.
  2. Add comprehensive documentation to clarify the usage of different account closure methods.
  3. Ensure that the main application handles "force close" operations safely.

These improvements will contribute to more robust and maintainable e2e tests.

packages/desktop-client/e2e/accounts.test.js (3)

1-1: LGTM: Appropriate import for file path handling.

The addition of the join function from the 'path' module is appropriate for handling file paths in the new CSV import tests.


Line range hint 1-143: Overall good addition of CSV import tests, with room for improvements.

The new test suite for CSV import functionality is a valuable addition to the e2e tests. The structure and approach are good, with proper setup and teardown procedures. However, there are several areas where the tests can be improved:

  1. Consider parameterizing the CSV file path in the importCsv function for better flexibility.
  2. Add assertions to both test cases to verify the success and correctness of the imports.
  3. Replace the fixed wait time in the second test with a more reliable wait condition.
  4. Clarify the usage of forceCloseAccount() in the teardown procedure.

Addressing these points will enhance the reliability and effectiveness of the CSV import tests.


105-118: Good test isolation, but clarify force close usage.

The setup and teardown procedures ensure a clean state for each test, which is a good practice. However, the use of forceCloseAccount() in the teardown might need explanation.

Could you provide more context on why forceCloseAccount() is necessary? Is there a specific reason for not using the regular close method?

Verification successful

Good test isolation; force close method is appropriate.

The setup and teardown procedures ensure a clean state for each test. The use of forceCloseAccount() in the teardown appropriately ensures that the account is closed without dependencies.

Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Search for other occurrences of forceCloseAccount
rg "forceCloseAccount" --type js

Length of output: 209


Script:

#!/bin/bash
# Retrieve the implementation of forceCloseAccount from close-account-modal.js
rg "async forceCloseAccount" --context 5 packages/desktop-client/e2e/page-models/close-account-modal.js

Length of output: 303

packages/desktop-client/src/components/modals/ImportTransactionsModal.jsx (5)

744-749: Improved spacing for Date field.

The marginRight style has been moved from the SelectField to the parent View component, and increased from 5 to 10 pixels. This change provides more consistent spacing between fields.


754-759: Improved spacing for Payee field.

Similar to the Date field, the marginRight style has been moved to the parent View component and increased to 10 pixels. This change maintains consistency with the other fields.


764-769: Improved spacing for Notes field.

The same spacing improvement has been applied to the Notes field, ensuring a uniform layout across all fields in the FieldMappings component.


774-779: Improved spacing for Category field.

The Category field has also received the same spacing adjustment, completing the uniform layout for all main fields in the FieldMappings component.


744-779: Overall improvement in form layout and spacing.

The changes made to the FieldMappings component consistently apply a marginRight of 10 pixels to the parent View components of each field (Date, Payee, Notes, and Category). This modification results in:

  1. Improved visual consistency across all fields.
  2. Better spacing between fields, enhancing readability.
  3. A more polished and professional appearance for the form.

These changes are purely cosmetic and do not affect the functionality of the component. They represent a positive improvement in the user interface design.

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👋 I ran the tests 5x to check for flakiness. There is a bit of flakiness (2 failures out of 7x runs). Would you mind checking them to see if something could be improved?

Here's a sample flake: https://github.com/actualbudget/actual/actions/runs/11040670144/job/30669239338?pr=3499

(ignore the other tests also flaking - I'm working on getting them in top shape too)

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Actionable comments posted: 0

🧹 Outside diff range and nitpick comments (2)
packages/desktop-client/e2e/accounts.test.js (2)

114-129: Approve helper function with a minor suggestion

The importCsv helper function is well-implemented and encapsulates the CSV import process effectively. It's a good practice to use page.waitForEvent('filechooser') for handling file uploads in Playwright tests.

However, there's a minor improvement to be made:

Change the let declaration of importButton to const as it's never reassigned:

- let importButton = accountPage.page.getByRole('button', {
+ const importButton = accountPage.page.getByRole('button', {

This will address the lint warning and improve code quality.

🧰 Tools
🪛 GitHub Check: lint

[warning] 123-123:
'importButton' is never reassigned. Use 'const' instead


135-138: Approve double import test with a suggestion

This test case for importing the same CSV file twice is valuable. It checks whether the CSV options get greyed out when transactions are matched with existing ones, which is an important behavior to verify.

To improve clarity, consider adding a comment explaining the purpose of this test:

test('import csv file twice', async () => {
  // First import to populate the account with transactions
  await importCsv(false);
  // Second import to verify that CSV options are greyed out for matching transactions
  await importCsv(true);
});

This comment will help future maintainers understand the test's intention more quickly.

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Review profile: CHILL

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Files that changed from the base of the PR and between 465e627 and 7e01044.

⛔ Files ignored due to path filters (12)
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-import-csv-file-twice-1-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-import-csv-file-twice-2-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-import-csv-file-twice-3-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-1-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-2-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-3-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-1-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-2-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-3-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-4-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-5-chromium-linux.png is excluded by !**/*.png
  • packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-6-chromium-linux.png is excluded by !**/*.png
📒 Files selected for processing (1)
  • packages/desktop-client/e2e/accounts.test.js (4 hunks)
🧰 Additional context used
📓 Learnings (1)
packages/desktop-client/e2e/accounts.test.js (1)
Learnt from: UnderKoen
PR: actualbudget/actual#3499
File: packages/desktop-client/e2e/accounts.test.js:134-136
Timestamp: 2024-09-24T20:19:41.500Z
Learning: In the 'accounts.test.js' test suite, when testing CSV import functionality, the test results are verified visually through screenshots rather than with explicit assertions.
🪛 GitHub Check: lint
packages/desktop-client/e2e/accounts.test.js

[warning] 123-123:
'importButton' is never reassigned. Use 'const' instead

🔇 Additional comments (3)
packages/desktop-client/e2e/accounts.test.js (3)

Line range hint 14-23: Improved test isolation with beforeEach and afterEach

The change from beforeAll and afterAll to beforeEach and afterEach is a good improvement. This ensures that each test runs in a fresh environment, reducing the risk of test interdependencies and improving overall test reliability.


105-112: Well-structured test suite for CSV import

The new "Import Transactions" test suite is well-organized. Creating a fresh "CSV import" account before each test ensures proper isolation and a consistent starting point for import tests.


131-133: Approve concise CSV import test

This test case for importing transactions from a CSV file is concise and focused. It leverages the importCsv helper function effectively.

As per the project's convention, the test results are verified visually through screenshots rather than explicit assertions. This approach is consistent with other tests in the suite.

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Actionable comments posted: 0

🧹 Outside diff range and nitpick comments (2)
packages/desktop-client/e2e/accounts.test.js (2)

114-129: Well-implemented importCsv helper function

The importCsv helper function is well-implemented and encapsulates the CSV import process effectively. The use of waitForEvent for the file chooser is a good practice for handling asynchronous events.

Consider adding a wait condition after clicking the import button to ensure the import process has completed before the function returns. This could improve test reliability, especially for larger CSV files.

Here's a suggested improvement:

async function importCsv(screenshot = false) {
  // ... existing code ...

  await importButton.click();

  // Wait for import to complete
  await page.waitForSelector('.import-complete-indicator', { state: 'visible' });

  if (screenshot) await expect(page).toMatchThemeScreenshots();
}

Replace .import-complete-indicator with an appropriate selector that indicates the import has completed.


135-138: Effective test for double CSV import

This test case effectively verifies the behavior when importing the same CSV file twice. The visual verification approach is appropriate for checking if CSV options are greyed out on the second import, as discussed in previous comments.

To improve clarity, consider adding a comment explaining the purpose of the second import and what the screenshot is expected to show.

Here's a suggested improvement:

test('import csv file twice', async () => {
  await importCsv(false);
  // Second import should show greyed out CSV options for matched transactions
  await importCsv(true);
});
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📥 Commits

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📒 Files selected for processing (1)
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🧰 Additional context used
📓 Learnings (1)
packages/desktop-client/e2e/accounts.test.js (1)
Learnt from: UnderKoen
PR: actualbudget/actual#3499
File: packages/desktop-client/e2e/accounts.test.js:134-136
Timestamp: 2024-09-24T20:19:41.500Z
Learning: In the 'accounts.test.js' test suite, when testing CSV import functionality, the test results are verified visually through screenshots rather than with explicit assertions.
🔇 Additional comments (4)
packages/desktop-client/e2e/accounts.test.js (4)

Line range hint 14-23: Improved test isolation with beforeEach and afterEach

The change from beforeAll and afterAll to beforeEach and afterEach is a good improvement. This ensures that each test runs in a fresh environment, reducing the risk of inter-test dependencies and improving overall test reliability.


105-112: Well-structured test suite for CSV import

The new "Import Transactions" test suite is well-organized. The beforeEach hook that creates a fresh "CSV import" account for each test ensures consistent starting conditions, which is a good practice for reliable testing.


131-133: Simple and focused CSV import test

This test case for importing transactions from a CSV file is straightforward and focused. As per the provided learning, the test results are verified visually through screenshots rather than with explicit assertions, which is an acceptable approach for this scenario.


Line range hint 1-139: Overall improvement in CSV import testing

The changes introduced in this file significantly enhance the test coverage for CSV import functionality. The new test suite is well-structured, with a dedicated helper function and two focused test cases. The use of visual verification through screenshots is appropriate for this scenario, as it allows for checking complex UI states that might be difficult to assert programmatically.

The shift to beforeEach and afterEach hooks improves test isolation, which is a good practice for maintaining reliable tests. While this approach might slightly increase test execution time, it provides better consistency and reduces the risk of inter-test dependencies.

These changes align well with the PR objectives of reintroducing CSV import e2e tests and addressing related issues. The implementation appears complete and ready for review.

@UnderKoen UnderKoen requested a review from MatissJanis October 4, 2024 09:15
MatissJanis
MatissJanis previously approved these changes Oct 4, 2024
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Re-ran a couple of times and the tests are now stable! Thanks!

Would you mind fixing the conflict? I must have just introduced it when merging #3552

# Conflicts:
#	packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-1-chromium-linux.png
#	packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-2-chromium-linux.png
#	packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-3-chromium-linux.png
#	packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-4-chromium-linux.png
#	packages/desktop-client/src/components/modals/ImportTransactionsModal/ImportTransactionsModal.jsx
@UnderKoen UnderKoen force-pushed the fix/csv-import-3416 branch from c62946d to e2e9903 Compare October 4, 2024 19:46
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Is there a reason these would have changed? Looks like we're missing "New Account" from the sidebar.
Same in all Accounts-closes screenshots

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It makes an new test file for each test now. It was unstable before, run order wasn't always the same, especially when the first try failed

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