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Third of the four ideas picked from the Maybe/Sure feature audit. Tags are orthogonal to categories (category = what kind of spend, tag = which event/project) — many-to-many, created inline while typing in the transaction form, filterable from the Transactions page. Also adds tests/test_backup.py, the first test coverage the backup export/import path has ever had, and fixes a MissingGreenlet bug it surfaced in restore_backup's tag-wiring. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
65 lines
2.7 KiB
Python
65 lines
2.7 KiB
Python
"""Full-database backup export/import (services/backup_service.py) — only
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the parts this change touched: subcategories (self-referential parent_id)
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and tags (many-to-many) surviving a round trip.
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"""
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from httpx import AsyncClient
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from tests.helpers import txn_payload as _txn
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async def test_backup_roundtrip_preserves_subcategories_and_tags(client: AsyncClient, account_id, categories):
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parent = await client.post("/categories", json={"name": "Custom Parent", "kind": "expense", "color": "#e34948"})
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parent_id = parent.json()["id"]
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child = await client.post(
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"/categories", json={"name": "Custom Child", "kind": "expense", "color": "#e34948", "parent_id": parent_id}
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)
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child_id = child.json()["id"]
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tag = (await client.post("/tags", json={"name": "Roundtrip"})).json()["id"]
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created = await client.post("/transactions", json=_txn(account_id, category_id=child_id, tag_ids=[tag]))
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txn_id = created.json()["id"]
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export_resp = await client.get("/backup/export")
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assert export_resp.status_code == 200
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payload = export_resp.json()
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import_resp = await client.post("/backup/import", json=payload)
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assert import_resp.status_code == 200, import_resp.text
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refetched_categories = {c["id"]: c for c in (await client.get("/categories")).json()}
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assert refetched_categories[child_id]["parent_id"] == parent_id
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refetched_txn = next(t for t in (await client.get("/transactions")).json()["items"] if t["id"] == txn_id)
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assert [t["id"] for t in refetched_txn["tags"]] == [tag]
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async def test_backup_import_rejects_transaction_with_unknown_tag_id(client: AsyncClient, account_id, categories):
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export_resp = await client.get("/backup/export")
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payload = export_resp.json()
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created = await client.post(
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"/transactions", json=_txn(account_id, category_id=categories["Groceries"]["id"], date="2026-01-01")
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)
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payload["transactions"] = (await client.get("/transactions")).json()["items"]
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# Reshape to the backup wire format (flat FKs, not nested account/category
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# objects) and inject a tag_id that doesn't exist in payload["tags"].
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payload["transactions"] = [
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{
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"id": t["id"],
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"account_id": t["account_id"],
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"category_id": t["category_id"],
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"transfer_account_id": t["transfer_account_id"],
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"type": t["type"],
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"amount": t["amount"],
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"description": t["description"],
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"merchant": t["merchant"],
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"notes": t["notes"],
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"date": t["date"],
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"tag_ids": [999999] if t["id"] == created.json()["id"] else [],
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}
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for t in payload["transactions"]
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]
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resp = await client.post("/backup/import", json=payload)
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assert resp.status_code == 400
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