""" Unit Tests for Report Export Functionality This module contains unit tests for the report export service, testing specific examples, edge cases, and error conditions. Feature: comprehensive-reports-and-fixes """ from django.test import TestCase from django.http import HttpResponse from decimal import Decimal from datetime import date, timedelta from io import BytesIO import openpyxl from PyPDF2 import PdfReader from reports.export_service import ReportExportService class ExportServiceUnitTests(TestCase): """ Unit tests for ReportExportService. Tests specific examples, edge cases, and error conditions. Validates: Requirements 8.7, 8.8 """ def setUp(self): """Set up test service""" self.export_service = ReportExportService() def test_pdf_generation_produces_valid_pdf(self): """ Test that PDF generation produces valid PDF files. Validates: Requirement 8.7 """ # Create test data report_data = { 'loans': [ { 'loan_number': 'LN0001', 'borrower_name': 'John Doe', 'phone_number': '0700000001', 'disbursement_date': date.today(), 'principal_amount': Decimal('10000.00'), 'interest_amount': Decimal('1000.00'), 'processing_fee': Decimal('500.00'), 'total_amount': Decimal('11500.00'), 'amount_paid': Decimal('0.00'), 'outstanding_amount': Decimal('11500.00'), } ] } filters = {'period': 'today'} # Generate PDF response = self.export_service.export_to_pdf( report_data, 'disbursed_loans', filters ) # Verify response self.assertIsInstance(response, HttpResponse) self.assertEqual(response['Content-Type'], 'application/pdf') self.assertIn('attachment', response['Content-Disposition']) self.assertIn('.pdf', response['Content-Disposition']) # Verify PDF is valid pdf_content = BytesIO(response.content) pdf_reader = PdfReader(pdf_content) self.assertGreater(len(pdf_reader.pages), 0) def test_excel_generation_produces_valid_excel(self): """ Test that Excel generation produces valid Excel files. Validates: Requirement 8.8 """ # Create test data report_data = { 'loans': [ { 'loan_number': 'LN0001', 'borrower_name': 'John Doe', 'phone_number': '0700000001', 'disbursement_date': date.today(), 'principal_amount': Decimal('10000.00'), 'interest_amount': Decimal('1000.00'), 'processing_fee': Decimal('500.00'), 'total_amount': Decimal('11500.00'), 'amount_paid': Decimal('0.00'), 'outstanding_amount': Decimal('11500.00'), } ] } filters = {'period': 'today'} # Generate Excel response = self.export_service.export_to_excel( report_data, 'disbursed_loans', filters ) # Verify response self.assertIsInstance(response, HttpResponse) self.assertEqual( response['Content-Type'], 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet' ) self.assertIn('attachment', response['Content-Disposition']) self.assertIn('.xlsx', response['Content-Disposition']) # Verify Excel is valid excel_content = BytesIO(response.content) workbook = openpyxl.load_workbook(excel_content) self.assertIsNotNone(workbook.active) def test_export_includes_all_filtered_data(self): """ Test that export includes all filtered data. Validates: Requirement 8.7, 8.8 """ # Create test data with multiple loans loans_data = [] for i in range(5): loans_data.append({ 'loan_number': f'LN{i:04d}', 'borrower_name': f'Borrower {i}', 'phone_number': f'07000000{i:02d}', 'disbursement_date': date.today() - timedelta(days=i), 'principal_amount': Decimal('10000.00'), 'interest_amount': Decimal('1000.00'), 'processing_fee': Decimal('500.00'), 'total_amount': Decimal('11500.00'), 'amount_paid': Decimal('0.00'), 'outstanding_amount': Decimal('11500.00'), }) report_data = {'loans': loans_data} filters = {'period': 'total'} # Test PDF export pdf_response = self.export_service.export_to_pdf( report_data, 'disbursed_loans', filters ) pdf_content = BytesIO(pdf_response.content) pdf_reader = PdfReader(pdf_content) pdf_text = '' for page in pdf_reader.pages: pdf_text += page.extract_text() # Verify all loan numbers appear in PDF for loan in loans_data: self.assertIn(loan['loan_number'], pdf_text) # Test Excel export excel_response = self.export_service.export_to_excel( report_data, 'disbursed_loans', filters ) excel_content = BytesIO(excel_response.content) workbook = openpyxl.load_workbook(excel_content) sheet = workbook.active # Extract all text from Excel excel_text = '' for row in sheet.iter_rows(): for cell in row: if cell.value: excel_text += str(cell.value) + ' ' # Verify all loan numbers appear in Excel for loan in loans_data: self.assertIn(loan['loan_number'], excel_text) def test_export_formatting_currency(self): """ Test that export formats currency correctly. Validates: Requirement 8.7, 8.8 """ # Test various currency amounts test_amounts = [ Decimal('0.00'), Decimal('100.50'), Decimal('1000.00'), Decimal('10000.99'), Decimal('100000.00'), Decimal('1000000.50'), ] for amount in test_amounts: formatted = self.export_service.format_currency(amount) # Should have KES prefix self.assertIn('KES', formatted) # Should have exactly 2 decimal places self.assertRegex(formatted, r'KES\s+[\d,]+\.\d{2}$') # Should have thousand separators for large amounts if amount >= 1000: self.assertIn(',', formatted) def test_export_formatting_dates(self): """ Test that export formats dates correctly. Validates: Requirement 8.7, 8.8 """ # Test various dates test_dates = [ date(2024, 1, 1), date(2024, 12, 31), date.today(), date.today() - timedelta(days=365), ] for test_date in test_dates: formatted = self.export_service.format_date(test_date) # Should match YYYY-MM-DD format self.assertRegex(formatted, r'\d{4}-\d{2}-\d{2}') # Should be parseable back to a date from datetime import datetime parsed_date = datetime.strptime(formatted, '%Y-%m-%d').date() self.assertEqual(parsed_date, test_date) def test_export_with_large_dataset(self): """ Test that export handles large datasets correctly. Validates: Requirement 8.7, 8.8 """ # Create large dataset (100 loans) loans_data = [] for i in range(100): loans_data.append({ 'loan_number': f'LN{i:04d}', 'borrower_name': f'Borrower {i}', 'phone_number': f'07000000{i:02d}', 'disbursement_date': date.today() - timedelta(days=i % 30), 'principal_amount': Decimal('10000.00') + Decimal(i), 'interest_amount': Decimal('1000.00'), 'processing_fee': Decimal('500.00'), 'total_amount': Decimal('11500.00') + Decimal(i), 'amount_paid': Decimal('0.00'), 'outstanding_amount': Decimal('11500.00') + Decimal(i), }) report_data = {'loans': loans_data} filters = {'period': 'total'} # Test PDF export with large dataset pdf_response = self.export_service.export_to_pdf( report_data, 'disbursed_loans', filters ) self.assertIsInstance(pdf_response, HttpResponse) self.assertEqual(pdf_response['Content-Type'], 'application/pdf') # Test Excel export with large dataset excel_response = self.export_service.export_to_excel( report_data, 'disbursed_loans', filters ) self.assertIsInstance(excel_response, HttpResponse) self.assertEqual( excel_response['Content-Type'], 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet' ) def test_export_error_handling_empty_data(self): """ Test that export handles empty data gracefully. Validates: Requirement 8.7, 8.8 """ # Test with empty loans list report_data = {'loans': []} filters = {'period': 'total'} # PDF should still generate pdf_response = self.export_service.export_to_pdf( report_data, 'disbursed_loans', filters ) self.assertIsInstance(pdf_response, HttpResponse) self.assertEqual(pdf_response['Content-Type'], 'application/pdf') # Excel should still generate excel_response = self.export_service.export_to_excel( report_data, 'disbursed_loans', filters ) self.assertIsInstance(excel_response, HttpResponse) self.assertEqual( excel_response['Content-Type'], 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet' ) def test_export_error_handling_missing_loans_key(self): """ Test that export handles missing 'loans' key gracefully. Validates: Requirement 8.7, 8.8 """ # Test with missing 'loans' key report_data = {} filters = {'period': 'total'} # PDF should still generate (with warning logged) pdf_response = self.export_service.export_to_pdf( report_data, 'disbursed_loans', filters ) self.assertIsInstance(pdf_response, HttpResponse) # Excel should still generate (with warning logged) excel_response = self.export_service.export_to_excel( report_data, 'disbursed_loans', filters ) self.assertIsInstance(excel_response, HttpResponse) def test_export_error_handling_none_data(self): """ Test that export handles None data gracefully. Validates: Requirement 8.7, 8.8 """ # Test with None report_data report_data = None filters = {'period': 'total'} # PDF should still generate (with warning logged) pdf_response = self.export_service.export_to_pdf( report_data, 'disbursed_loans', filters ) self.assertIsInstance(pdf_response, HttpResponse) # Excel should still generate (with warning logged) excel_response = self.export_service.export_to_excel( report_data, 'disbursed_loans', filters ) self.assertIsInstance(excel_response, HttpResponse) def test_currency_formatting_edge_cases(self): """ Test currency formatting with edge cases. Validates: Requirement 8.7, 8.8 """ # Test None formatted = self.export_service.format_currency(None) self.assertEqual(formatted, 'KES 0.00') # Test zero formatted = self.export_service.format_currency(Decimal('0.00')) self.assertEqual(formatted, 'KES 0.00') # Test negative (should still format) formatted = self.export_service.format_currency(Decimal('-100.00')) self.assertIn('KES', formatted) self.assertIn('-', formatted) # Test very large number formatted = self.export_service.format_currency(Decimal('999999999.99')) self.assertIn('KES', formatted) self.assertIn(',', formatted) def test_date_formatting_edge_cases(self): """ Test date formatting with edge cases. Validates: Requirement 8.7, 8.8 """ # Test None formatted = self.export_service.format_date(None) self.assertEqual(formatted, 'N/A') # Test datetime object from datetime import datetime dt = datetime(2024, 6, 15, 14, 30, 0) formatted = self.export_service.format_date(dt) self.assertIn('2024-06-15', formatted) # Test string date formatted = self.export_service.format_date('2024-06-15') self.assertEqual(formatted, '2024-06-15') def test_export_with_special_characters(self): """ Test that export handles special characters correctly. Validates: Requirement 8.7, 8.8, 10.10 """ # Create test data with special characters report_data = { 'loans': [ { 'loan_number': 'LN0001', 'borrower_name': "O'Brien & Sons", 'phone_number': '0700000001', 'disbursement_date': date.today(), 'principal_amount': Decimal('10000.00'), 'interest_amount': Decimal('1000.00'), 'processing_fee': Decimal('500.00'), 'total_amount': Decimal('11500.00'), 'amount_paid': Decimal('0.00'), 'outstanding_amount': Decimal('11500.00'), } ] } filters = {'period': 'today'} # PDF should handle special characters pdf_response = self.export_service.export_to_pdf( report_data, 'disbursed_loans', filters ) self.assertIsInstance(pdf_response, HttpResponse) # Excel should handle special characters excel_response = self.export_service.export_to_excel( report_data, 'disbursed_loans', filters ) self.assertIsInstance(excel_response, HttpResponse) # Verify special characters are preserved in Excel excel_content = BytesIO(excel_response.content) workbook = openpyxl.load_workbook(excel_content) sheet = workbook.active # Find the borrower name in Excel found_name = False for row in sheet.iter_rows(): for cell in row: if cell.value and "O'Brien" in str(cell.value): found_name = True break self.assertTrue(found_name, "Special characters should be preserved in Excel") def test_export_with_different_report_types(self): """ Test that export works with different report types. Validates: Requirement 8.7, 8.8, 7.12 """ report_types = ['disbursed_loans', 'loans_due', 'processing_fees', 'interest_income'] report_data = { 'loans': [ { 'loan_number': 'LN0001', 'borrower_name': 'John Doe', 'phone_number': '0700000001', 'disbursement_date': date.today(), 'principal_amount': Decimal('10000.00'), 'interest_amount': Decimal('1000.00'), 'processing_fee': Decimal('500.00'), 'total_amount': Decimal('11500.00'), 'amount_paid': Decimal('0.00'), 'outstanding_amount': Decimal('11500.00'), 'due_date': date.today() + timedelta(days=30), } ] } filters = {'period': 'total'} for report_type in report_types: # PDF export should work for all report types pdf_response = self.export_service.export_to_pdf( report_data, report_type, filters ) self.assertIsInstance(pdf_response, HttpResponse) self.assertEqual(pdf_response['Content-Type'], 'application/pdf') # Excel export should work for all report types excel_response = self.export_service.export_to_excel( report_data, report_type, filters ) self.assertIsInstance(excel_response, HttpResponse) self.assertEqual( excel_response['Content-Type'], 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet' )