refactor(api): extract import export procedures
This commit is contained in:
@@ -0,0 +1,228 @@
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import { PermissionKey } from "@capakraken/shared";
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import { TRPCError } from "@trpc/server";
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import { describe, expect, it, vi } from "vitest";
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import {
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exportProjectsCsv,
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exportResourcesCsv,
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importCsv,
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} from "../router/import-export-procedure-support.js";
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function createContext(db: Record<string, unknown>, permissions?: PermissionKey[]) {
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return {
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db: db as never,
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permissions: new Set(permissions ?? []),
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};
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}
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describe("import-export procedure support", () => {
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it("exports active resources with visible custom fields as CSV", async () => {
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const csv = await exportResourcesCsv(
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createContext({
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resource: {
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findMany: vi.fn().mockResolvedValue([
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{
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eid: "E-001",
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displayName: "Ada Lovelace",
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email: "ada@example.com",
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chapter: "Consulting",
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lcrCents: 10000,
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ucrCents: 20000,
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currency: "EUR",
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chargeabilityTarget: 0.8,
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dynamicFields: { favoriteTool: "Excel, Sheets" },
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},
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]),
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},
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blueprint: {
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findMany: vi.fn().mockResolvedValue([
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{
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fieldDefs: [
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{ key: "favoriteTool", label: "Favorite Tool", showInList: true },
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{ key: "privateNote", label: "Private Note", showInList: false },
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],
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},
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]),
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},
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}),
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);
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expect(csv).toBe(
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"eid,displayName,email,chapter,lcrCents,ucrCents,currency,chargeabilityTarget,Favorite Tool\n"
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+ 'E-001,Ada Lovelace,ada@example.com,Consulting,10000,20000,EUR,0.8,"Excel, Sheets"',
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);
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});
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it("exports projects with formatted dates and custom columns", async () => {
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const csv = await exportProjectsCsv(
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createContext({
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project: {
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findMany: vi.fn().mockResolvedValue([
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{
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shortCode: "APO",
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name: "Apollo",
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orderType: "TIME_AND_MATERIAL",
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status: "ACTIVE",
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budgetCents: 300000,
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startDate: new Date("2026-03-01T00:00:00.000Z"),
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endDate: new Date("2026-06-30T00:00:00.000Z"),
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winProbability: 80,
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dynamicFields: { sponsor: "Finance" },
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},
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]),
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},
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blueprint: {
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findMany: vi.fn().mockResolvedValue([
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{ fieldDefs: [{ key: "sponsor", label: "Sponsor", showInList: true }] },
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]),
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},
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}),
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);
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expect(csv).toBe(
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"shortCode,name,orderType,status,budgetCents,startDate,endDate,winProbability,Sponsor\n"
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+ "APO,Apollo,TIME_AND_MATERIAL,ACTIVE,300000,2026-03-01,2026-06-30,80,Finance",
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);
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});
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it("runs dry-run imports without touching the database", async () => {
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const resourceFindFirst = vi.fn();
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const auditCreate = vi.fn();
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const result = await importCsv(
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createContext(
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{
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resource: {
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findFirst: resourceFindFirst,
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update: vi.fn(),
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},
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auditLog: {
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create: auditCreate,
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},
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},
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[PermissionKey.IMPORT_DATA],
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),
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{
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entityType: "resources",
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rows: [{ eid: "E-001", displayName: "Ada Lovelace" }],
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dryRun: true,
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},
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);
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expect(result).toEqual({
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total: 1,
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created: 0,
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updated: 0,
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errors: [],
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dryRun: true,
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message: "Dry run: 1 rows validated",
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});
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expect(resourceFindFirst).not.toHaveBeenCalled();
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expect(auditCreate).not.toHaveBeenCalled();
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});
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it("updates matching resources and records import errors", async () => {
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const resourceFindFirst = vi
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.fn()
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.mockResolvedValueOnce({
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id: "res_1",
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displayName: "Ada",
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email: "ada-old@example.com",
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chapter: "Old",
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lcrCents: 9000,
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})
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.mockResolvedValueOnce(null);
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const resourceUpdate = vi.fn().mockResolvedValue({ id: "res_1" });
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const auditCreate = vi.fn().mockResolvedValue({ id: "audit_1" });
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const result = await importCsv(
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createContext(
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{
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resource: {
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findFirst: resourceFindFirst,
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update: resourceUpdate,
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},
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auditLog: {
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create: auditCreate,
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},
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},
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[PermissionKey.IMPORT_DATA],
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),
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{
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entityType: "resources",
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rows: [
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{
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eid: "E-001",
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displayName: "Ada Lovelace",
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email: "ada@example.com",
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chapter: "Consulting",
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lcrCents: "12000",
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},
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{
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eid: "E-404",
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displayName: "Missing User",
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},
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],
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dryRun: false,
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},
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);
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expect(resourceUpdate).toHaveBeenCalledWith({
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where: { id: "res_1" },
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data: {
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displayName: "Ada Lovelace",
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email: "ada@example.com",
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chapter: "Consulting",
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lcrCents: 12000,
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},
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});
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expect(auditCreate).toHaveBeenCalledWith({
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data: {
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entityType: "resources",
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entityId: "bulk-import",
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action: "IMPORT",
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changes: {
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summary: {
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total: 2,
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created: 0,
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updated: 1,
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errors: [{ row: 2, message: "New resource creation via import requires full data" }],
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dryRun: false,
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},
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},
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},
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});
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expect(result).toEqual({
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total: 2,
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created: 0,
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updated: 1,
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errors: [{ row: 2, message: "New resource creation via import requires full data" }],
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dryRun: false,
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});
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});
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it("rejects imports without the explicit import permission", async () => {
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await expect(
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importCsv(
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createContext({
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resource: {
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findFirst: vi.fn(),
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update: vi.fn(),
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},
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auditLog: {
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create: vi.fn(),
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},
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}),
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{
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entityType: "resources",
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rows: [],
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dryRun: true,
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},
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),
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).rejects.toEqual(
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expect.objectContaining<Partial<TRPCError>>({
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code: "FORBIDDEN",
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message: `Permission required: ${PermissionKey.IMPORT_DATA}`,
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}),
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);
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});
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});
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@@ -0,0 +1,136 @@
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import { PermissionKey, SystemRole } from "@capakraken/shared";
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import { describe, expect, it, vi } from "vitest";
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import { importExportRouter } from "../router/import-export.js";
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import { createCallerFactory } from "../trpc.js";
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const createCaller = createCallerFactory(importExportRouter);
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function createProtectedCaller(
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db: Record<string, unknown>,
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options: {
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role?: SystemRole;
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granted?: PermissionKey[];
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denied?: PermissionKey[];
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} = {},
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) {
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const { role = SystemRole.USER, granted = [], denied = [] } = options;
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const hasOverrides = granted.length > 0 || denied.length > 0;
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return createCaller({
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session: {
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user: { email: "user@example.com", name: "User", image: null },
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expires: "2099-01-01T00:00:00.000Z",
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},
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db: db as never,
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dbUser: {
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id: role === SystemRole.ADMIN ? "user_admin" : "user_1",
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systemRole: role,
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permissionOverrides: hasOverrides ? { ...(granted.length > 0 ? { granted } : {}), ...(denied.length > 0 ? { denied } : {}) } : null,
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},
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roleDefaults: null,
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});
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}
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describe("import-export router", () => {
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it("exports resources for controller callers", async () => {
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const caller = createProtectedCaller(
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{
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resource: {
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findMany: vi.fn().mockResolvedValue([
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{
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eid: "E-001",
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displayName: "Ada Lovelace",
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email: "ada@example.com",
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chapter: "Consulting",
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lcrCents: 10000,
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ucrCents: 20000,
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currency: "EUR",
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chargeabilityTarget: 0.8,
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dynamicFields: {},
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},
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]),
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},
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blueprint: {
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findMany: vi.fn().mockResolvedValue([]),
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},
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},
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{ role: SystemRole.CONTROLLER },
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);
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const csv = await caller.exportResourcesCSV();
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expect(csv).toContain("eid,displayName,email,chapter");
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expect(csv).toContain("E-001,Ada Lovelace");
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});
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it("allows managers with import permission to import CSV rows", async () => {
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const resourceFindFirst = vi.fn().mockResolvedValue({
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id: "res_1",
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displayName: "Ada",
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email: "ada-old@example.com",
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chapter: "Old",
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lcrCents: 9000,
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});
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const resourceUpdate = vi.fn().mockResolvedValue({ id: "res_1" });
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const auditCreate = vi.fn().mockResolvedValue({ id: "audit_1" });
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const caller = createProtectedCaller(
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{
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resource: {
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findFirst: resourceFindFirst,
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update: resourceUpdate,
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},
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auditLog: {
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create: auditCreate,
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},
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},
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{
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role: SystemRole.MANAGER,
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granted: [PermissionKey.IMPORT_DATA],
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},
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);
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const result = await caller.importCSV({
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entityType: "resources",
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rows: [{ eid: "E-001", displayName: "Ada Lovelace" }],
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dryRun: false,
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});
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expect(resourceUpdate).toHaveBeenCalledWith({
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where: { id: "res_1" },
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data: {
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displayName: "Ada Lovelace",
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email: "ada-old@example.com",
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chapter: "Old",
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lcrCents: 9000,
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},
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});
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expect(result.updated).toBe(1);
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});
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it("blocks managers without the import permission", async () => {
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const caller = createProtectedCaller(
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{
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resource: {
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findFirst: vi.fn(),
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update: vi.fn(),
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},
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auditLog: {
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create: vi.fn(),
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},
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},
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{
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role: SystemRole.MANAGER,
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denied: [PermissionKey.IMPORT_DATA],
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},
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);
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await expect(
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caller.importCSV({
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entityType: "resources",
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rows: [],
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dryRun: true,
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}),
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).rejects.toThrow(PermissionKey.IMPORT_DATA);
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});
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});
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@@ -0,0 +1,196 @@
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import { BlueprintTarget, PermissionKey } from "@capakraken/shared";
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import type { BlueprintFieldDefinition } from "@capakraken/shared";
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import { z } from "zod";
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import type { TRPCContext } from "../trpc.js";
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import { requirePermission } from "../trpc.js";
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type ImportExportProcedureContext = Pick<TRPCContext, "db"> & {
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permissions?: Set<PermissionKey>;
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};
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type ImportRow = Record<string, string>;
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export const importCsvInputSchema = z.object({
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entityType: z.enum(["resources", "projects", "allocations"]),
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rows: z.array(z.record(z.string(), z.string())),
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dryRun: z.boolean().default(true),
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});
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type ImportCsvInput = z.infer<typeof importCsvInputSchema>;
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function escapeCsvValue(value: unknown): string {
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const serialized = value === null || value === undefined ? "" : String(value);
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return serialized.includes(",") || serialized.includes('"') || serialized.includes("\n")
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? `"${serialized.replace(/"/g, '""')}"`
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: serialized;
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}
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function resolveVisibleBlueprintFields(fieldDefs: unknown): BlueprintFieldDefinition[] {
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return (fieldDefs as BlueprintFieldDefinition[]).filter((field) => field.showInList);
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}
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function buildCsv(headers: unknown[], rows: unknown[][]) {
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return [headers.map(escapeCsvValue).join(","), ...rows.map((row) => row.map(escapeCsvValue).join(","))].join("\n");
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}
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export async function exportResourcesCsv(ctx: ImportExportProcedureContext) {
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const [resources, globalBlueprints] = await Promise.all([
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ctx.db.resource.findMany({
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where: { isActive: true },
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orderBy: { eid: "asc" },
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}),
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ctx.db.blueprint.findMany({
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where: { target: BlueprintTarget.RESOURCE, isGlobal: true, isActive: true },
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select: { fieldDefs: true },
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}),
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]);
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const customDefs = globalBlueprints.flatMap((blueprint) =>
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resolveVisibleBlueprintFields(blueprint.fieldDefs),
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);
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const headers = [
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"eid",
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"displayName",
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"email",
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"chapter",
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"lcrCents",
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"ucrCents",
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"currency",
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"chargeabilityTarget",
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...customDefs.map((field) => field.label),
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];
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const rows = resources.map((resource) => {
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const dynamicFields = (resource.dynamicFields as Record<string, unknown>) ?? {};
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return [
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resource.eid,
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resource.displayName,
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resource.email,
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resource.chapter ?? "",
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resource.lcrCents,
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resource.ucrCents,
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resource.currency,
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resource.chargeabilityTarget,
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...customDefs.map((field) => dynamicFields[field.key] ?? ""),
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];
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});
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return buildCsv(headers, rows);
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}
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export async function exportProjectsCsv(ctx: ImportExportProcedureContext) {
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const [projects, globalBlueprints] = await Promise.all([
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ctx.db.project.findMany({ orderBy: { shortCode: "asc" } }),
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ctx.db.blueprint.findMany({
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where: { target: BlueprintTarget.PROJECT, isGlobal: true, isActive: true },
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select: { fieldDefs: true },
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}),
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]);
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const customDefs = globalBlueprints.flatMap((blueprint) =>
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resolveVisibleBlueprintFields(blueprint.fieldDefs),
|
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);
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const headers = [
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"shortCode",
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"name",
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"orderType",
|
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"status",
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"budgetCents",
|
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"startDate",
|
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"endDate",
|
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"winProbability",
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...customDefs.map((field) => field.label),
|
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];
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const rows = projects.map((project) => {
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const dynamicFields = (project.dynamicFields as Record<string, unknown>) ?? {};
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return [
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project.shortCode,
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project.name,
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project.orderType,
|
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project.status,
|
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project.budgetCents,
|
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project.startDate.toISOString().split("T")[0],
|
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project.endDate.toISOString().split("T")[0],
|
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project.winProbability,
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...customDefs.map((field) => dynamicFields[field.key] ?? ""),
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];
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});
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return buildCsv(headers, rows);
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}
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async function importResourceRow(ctx: ImportExportProcedureContext, row: ImportRow) {
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const existing = await ctx.db.resource.findFirst({
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where: { eid: row["eid"] ?? "" },
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});
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|
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if (!existing) {
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return { updated: false, error: "New resource creation via import requires full data" };
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}
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await ctx.db.resource.update({
|
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where: { id: existing.id },
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data: {
|
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displayName: row["displayName"] ?? existing.displayName,
|
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email: row["email"] ?? existing.email,
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chapter: row["chapter"] ?? existing.chapter,
|
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lcrCents: row["lcrCents"] ? parseInt(row["lcrCents"], 10) : existing.lcrCents,
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},
|
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});
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|
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return { updated: true, error: null };
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}
|
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|
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export async function importCsv(ctx: ImportExportProcedureContext, input: ImportCsvInput) {
|
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requirePermission(
|
||||
{ permissions: ctx.permissions ?? new Set<PermissionKey>() },
|
||||
PermissionKey.IMPORT_DATA,
|
||||
);
|
||||
|
||||
const results = {
|
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total: input.rows.length,
|
||||
created: 0,
|
||||
updated: 0,
|
||||
errors: [] as { row: number; message: string }[],
|
||||
dryRun: input.dryRun,
|
||||
};
|
||||
|
||||
if (input.dryRun) {
|
||||
return { ...results, message: `Dry run: ${input.rows.length} rows validated` };
|
||||
}
|
||||
|
||||
for (let index = 0; index < input.rows.length; index += 1) {
|
||||
const row = input.rows[index];
|
||||
if (!row) {
|
||||
continue;
|
||||
}
|
||||
|
||||
try {
|
||||
if (input.entityType === "resources") {
|
||||
const outcome = await importResourceRow(ctx, row);
|
||||
if (outcome.updated) {
|
||||
results.updated += 1;
|
||||
} else if (outcome.error) {
|
||||
results.errors.push({ row: index + 1, message: outcome.error });
|
||||
}
|
||||
}
|
||||
} catch (error) {
|
||||
results.errors.push({
|
||||
row: index + 1,
|
||||
message: error instanceof Error ? error.message : "Unknown error",
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
await ctx.db.auditLog.create({
|
||||
data: {
|
||||
entityType: input.entityType,
|
||||
entityId: "bulk-import",
|
||||
action: "IMPORT",
|
||||
changes: { summary: results },
|
||||
},
|
||||
});
|
||||
|
||||
return results;
|
||||
}
|
||||
@@ -1,157 +1,17 @@
|
||||
import { BlueprintTarget, PermissionKey } from "@capakraken/shared";
|
||||
import type { BlueprintFieldDefinition } from "@capakraken/shared";
|
||||
import { z } from "zod";
|
||||
import { controllerProcedure, createTRPCRouter, managerProcedure, requirePermission } from "../trpc.js";
|
||||
import { controllerProcedure, createTRPCRouter, managerProcedure } from "../trpc.js";
|
||||
import {
|
||||
exportProjectsCsv,
|
||||
exportResourcesCsv,
|
||||
importCsv,
|
||||
importCsvInputSchema,
|
||||
} from "./import-export-procedure-support.js";
|
||||
|
||||
export const importExportRouter = createTRPCRouter({
|
||||
/**
|
||||
* Export resources as CSV.
|
||||
*/
|
||||
exportResourcesCSV: controllerProcedure.query(async ({ ctx }) => {
|
||||
const [resources, globalBlueprints] = await Promise.all([
|
||||
ctx.db.resource.findMany({
|
||||
where: { isActive: true },
|
||||
orderBy: { eid: "asc" },
|
||||
}),
|
||||
ctx.db.blueprint.findMany({
|
||||
where: { target: BlueprintTarget.RESOURCE, isGlobal: true, isActive: true },
|
||||
select: { fieldDefs: true },
|
||||
}),
|
||||
]);
|
||||
exportResourcesCSV: controllerProcedure.query(({ ctx }) => exportResourcesCsv(ctx)),
|
||||
|
||||
// Collect all custom field defs that should appear in exports (showInList = true)
|
||||
const customDefs = globalBlueprints
|
||||
.flatMap((b) => b.fieldDefs as unknown as BlueprintFieldDefinition[])
|
||||
.filter((f) => f.showInList);
|
||||
exportProjectsCSV: controllerProcedure.query(({ ctx }) => exportProjectsCsv(ctx)),
|
||||
|
||||
function escapeCSV(v: unknown): string {
|
||||
const s = v === null || v === undefined ? "" : String(v);
|
||||
return s.includes(",") || s.includes('"') || s.includes("\n")
|
||||
? `"${s.replace(/"/g, '""')}"`
|
||||
: s;
|
||||
}
|
||||
|
||||
const builtinHeaders = ["eid", "displayName", "email", "chapter", "lcrCents", "ucrCents", "currency", "chargeabilityTarget"];
|
||||
const customHeaders = customDefs.map((f) => f.label);
|
||||
const headers = [...builtinHeaders, ...customHeaders];
|
||||
|
||||
const rows = resources.map((r) => {
|
||||
const df = r.dynamicFields as unknown as Record<string, unknown> ?? {};
|
||||
const builtins = [r.eid, r.displayName, r.email, r.chapter ?? "", r.lcrCents, r.ucrCents, r.currency, r.chargeabilityTarget];
|
||||
const customs = customDefs.map((f) => df[f.key] ?? "");
|
||||
return [...builtins, ...customs].map(escapeCSV).join(",");
|
||||
});
|
||||
|
||||
return [headers.map(escapeCSV).join(","), ...rows].join("\n");
|
||||
}),
|
||||
|
||||
/**
|
||||
* Export projects as CSV.
|
||||
*/
|
||||
exportProjectsCSV: controllerProcedure.query(async ({ ctx }) => {
|
||||
const [projects, globalBlueprints] = await Promise.all([
|
||||
ctx.db.project.findMany({ orderBy: { shortCode: "asc" } }),
|
||||
ctx.db.blueprint.findMany({
|
||||
where: { target: BlueprintTarget.PROJECT, isGlobal: true, isActive: true },
|
||||
select: { fieldDefs: true },
|
||||
}),
|
||||
]);
|
||||
|
||||
const customDefs = globalBlueprints
|
||||
.flatMap((b) => b.fieldDefs as unknown as BlueprintFieldDefinition[])
|
||||
.filter((f) => f.showInList);
|
||||
|
||||
function escapeCSV(v: unknown): string {
|
||||
const s = v === null || v === undefined ? "" : String(v);
|
||||
return s.includes(",") || s.includes('"') || s.includes("\n")
|
||||
? `"${s.replace(/"/g, '""')}"`
|
||||
: s;
|
||||
}
|
||||
|
||||
const builtinHeaders = ["shortCode", "name", "orderType", "status", "budgetCents", "startDate", "endDate", "winProbability"];
|
||||
const headers = [...builtinHeaders, ...customDefs.map((f) => f.label)];
|
||||
|
||||
const rows = projects.map((p) => {
|
||||
const df = p.dynamicFields as unknown as Record<string, unknown> ?? {};
|
||||
const builtins = [
|
||||
p.shortCode, p.name, p.orderType, p.status, p.budgetCents,
|
||||
p.startDate.toISOString().split("T")[0],
|
||||
p.endDate.toISOString().split("T")[0],
|
||||
p.winProbability,
|
||||
];
|
||||
return [...builtins, ...customDefs.map((f) => df[f.key] ?? "")].map(escapeCSV).join(",");
|
||||
});
|
||||
|
||||
return [headers.map(escapeCSV).join(","), ...rows].join("\n");
|
||||
}),
|
||||
|
||||
/**
|
||||
* Import resources from CSV data (parsed client-side).
|
||||
*/
|
||||
importCSV: managerProcedure
|
||||
.input(
|
||||
z.object({
|
||||
entityType: z.enum(["resources", "projects", "allocations"]),
|
||||
rows: z.array(z.record(z.string(), z.string())),
|
||||
dryRun: z.boolean().default(true),
|
||||
}),
|
||||
)
|
||||
.mutation(async ({ ctx, input }) => {
|
||||
requirePermission(ctx, PermissionKey.IMPORT_DATA);
|
||||
const { entityType, rows, dryRun } = input;
|
||||
const results = {
|
||||
total: rows.length,
|
||||
created: 0,
|
||||
updated: 0,
|
||||
errors: [] as { row: number; message: string }[],
|
||||
dryRun,
|
||||
};
|
||||
|
||||
if (dryRun) {
|
||||
// Validate without committing
|
||||
return { ...results, message: `Dry run: ${rows.length} rows validated` };
|
||||
}
|
||||
|
||||
// Basic import logic per entity type
|
||||
for (let i = 0; i < rows.length; i++) {
|
||||
const row = rows[i];
|
||||
if (!row) continue;
|
||||
|
||||
try {
|
||||
if (entityType === "resources") {
|
||||
const existing = await ctx.db.resource.findFirst({
|
||||
where: { eid: row["eid"] ?? "" },
|
||||
});
|
||||
|
||||
if (existing) {
|
||||
await ctx.db.resource.update({
|
||||
where: { id: existing.id },
|
||||
data: {
|
||||
displayName: row["displayName"] ?? existing.displayName,
|
||||
email: row["email"] ?? existing.email,
|
||||
chapter: row["chapter"] ?? existing.chapter,
|
||||
lcrCents: row["lcrCents"] ? parseInt(row["lcrCents"]) : existing.lcrCents,
|
||||
},
|
||||
});
|
||||
results.updated++;
|
||||
} else {
|
||||
results.errors.push({ row: i + 1, message: "New resource creation via import requires full data" });
|
||||
}
|
||||
}
|
||||
} catch (err) {
|
||||
results.errors.push({ row: i + 1, message: err instanceof Error ? err.message : "Unknown error" });
|
||||
}
|
||||
}
|
||||
|
||||
await ctx.db.auditLog.create({
|
||||
data: {
|
||||
entityType: entityType,
|
||||
entityId: "bulk-import",
|
||||
action: "IMPORT",
|
||||
changes: { summary: results },
|
||||
},
|
||||
});
|
||||
|
||||
return results;
|
||||
}),
|
||||
.input(importCsvInputSchema)
|
||||
.mutation(({ ctx, input }) => importCsv(ctx, input)),
|
||||
});
|
||||
|
||||
Reference in New Issue
Block a user