bmad-method 5.1.3 → 6.0.0-Beta.0

package/src/bmm/testarch/knowledge/file-utils.md

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+# File Utilities
+
+## Principle
+
+Read and validate files (CSV, XLSX, PDF, ZIP) with automatic parsing, type-safe results, and download handling. Simplify file operations in Playwright tests with built-in format support and validation helpers.
+
+## Rationale
+
+Testing file operations in Playwright requires boilerplate:
+
+- Manual download handling
+- External parsing libraries for each format
+- No validation helpers
+- Type-unsafe results
+- Repetitive path handling
+
+The `file-utils` module provides:
+
+- **Auto-parsing**: CSV, XLSX, PDF, ZIP automatically parsed
+- **Download handling**: Single function for UI or API-triggered downloads
+- **Type-safe**: TypeScript interfaces for parsed results
+- **Validation helpers**: Row count, header checks, content validation
+- **Format support**: Multiple sheet support (XLSX), text extraction (PDF), archive extraction (ZIP)
+
+## Why Use This Instead of Vanilla Playwright?
+
+| Vanilla Playwright                          | File Utils                                       |
+| ------------------------------------------- | ------------------------------------------------ |
+| ~80 lines per CSV flow (download + parse)   | ~10 lines end-to-end                             |
+| Manual event orchestration for downloads    | Encapsulated in `handleDownload()`               |
+| Manual path handling and `saveAs`           | Returns a ready-to-use file path                 |
+| Manual existence checks and error handling  | Centralized in one place via utility patterns    |
+| Manual CSV parsing config (headers, typing) | `readCSV()` returns `{ data, headers }` directly |
+
+## Pattern Examples
+
+### Example 1: UI-Triggered CSV Download
+
+**Context**: User clicks button, CSV downloads, validate contents.
+
+**Implementation**:
+
+```typescript
+import { handleDownload, readCSV } from '@seontechnologies/playwright-utils/file-utils';
+import path from 'node:path';
+
+const DOWNLOAD_DIR = path.join(__dirname, '../downloads');
+
+test('should download and validate CSV', async ({ page }) => {
+  const downloadPath = await handleDownload({
+    page,
+    downloadDir: DOWNLOAD_DIR,
+    trigger: () => page.getByTestId('download-button-text/csv').click(),
+  });
+
+  const csvResult = await readCSV({ filePath: downloadPath });
+
+  // Access parsed data and headers
+  const { data, headers } = csvResult.content;
+  expect(headers).toEqual(['ID', 'Name', 'Email']);
+  expect(data[0]).toMatchObject({
+    ID: expect.any(String),
+    Name: expect.any(String),
+    Email: expect.any(String),
+  });
+});
+```
+
+**Key Points**:
+
+- `handleDownload` waits for download, returns file path
+- `readCSV` auto-parses to `{ headers, data }`
+- Type-safe access to parsed content
+- Clean up downloads in `afterEach`
+
+### Example 2: XLSX with Multiple Sheets
+
+**Context**: Excel file with multiple sheets (e.g., Summary, Details, Errors).
+
+**Implementation**:
+
+```typescript
+import { readXLSX } from '@seontechnologies/playwright-utils/file-utils';
+
+test('should read multi-sheet XLSX', async () => {
+  const downloadPath = await handleDownload({
+    page,
+    downloadDir: DOWNLOAD_DIR,
+    trigger: () => page.click('[data-testid="export-xlsx"]'),
+  });
+
+  const xlsxResult = await readXLSX({ filePath: downloadPath });
+
+  // Verify worksheet structure
+  expect(xlsxResult.content.worksheets.length).toBeGreaterThan(0);
+  const worksheet = xlsxResult.content.worksheets[0];
+  expect(worksheet).toBeDefined();
+  expect(worksheet).toHaveProperty('name');
+
+  // Access sheet data
+  const sheetData = worksheet?.data;
+  expect(Array.isArray(sheetData)).toBe(true);
+
+  // Use type assertion for type safety
+  const firstRow = sheetData![0] as Record<string, unknown>;
+  expect(firstRow).toHaveProperty('id');
+});
+```
+
+**Key Points**:
+
+- `worksheets` array with `name` and `data` properties
+- Access sheets by name
+- Each sheet has its own headers and data
+- Type-safe sheet iteration
+
+### Example 3: PDF Text Extraction
+
+**Context**: Validate PDF report contains expected content.
+
+**Implementation**:
+
+```typescript
+import { readPDF } from '@seontechnologies/playwright-utils/file-utils';
+
+test('should validate PDF report', async () => {
+  const downloadPath = await handleDownload({
+    page,
+    downloadDir: DOWNLOAD_DIR,
+    trigger: () => page.getByTestId('download-button-Text-based PDF Document').click(),
+  });
+
+  const pdfResult = await readPDF({ filePath: downloadPath });
+
+  // content is extracted text from all pages
+  expect(pdfResult.pagesCount).toBe(1);
+  expect(pdfResult.fileName).toContain('.pdf');
+  expect(pdfResult.content).toContain('All you need is the free Adobe Acrobat Reader');
+});
+```
+
+**PDF Reader Options:**
+
+```typescript
+const result = await readPDF({
+  filePath: '/path/to/document.pdf',
+  mergePages: false, // Keep pages separate (default: true)
+  debug: true, // Enable debug logging
+  maxPages: 10, // Limit processing to first 10 pages
+});
+```
+
+**Important Limitation - Vector-based PDFs:**
+
+Text extraction may fail for PDFs that store text as vector graphics (e.g., those generated by jsPDF):
+
+```typescript
+// Vector-based PDF example (extraction fails gracefully)
+const pdfResult = await readPDF({ filePath: downloadPath });
+
+expect(pdfResult.pagesCount).toBe(1);
+expect(pdfResult.info.extractionNotes).toContain(
+  'Text extraction from vector-based PDFs is not supported.'
+);
+```
+
+Such PDFs will have:
+
+- `textExtractionSuccess: false`
+- `isVectorBased: true`
+- Explanatory message in `extractionNotes`
+
+### Example 4: ZIP Archive Validation
+
+**Context**: Validate ZIP contains expected files and extract specific file.
+
+**Implementation**:
+
+```typescript
+import { readZIP } from '@seontechnologies/playwright-utils/file-utils';
+
+test('should validate ZIP archive', async () => {
+  const downloadPath = await handleDownload({
+    page,
+    downloadDir: DOWNLOAD_DIR,
+    trigger: () => page.click('[data-testid="download-backup"]'),
+  });
+
+  const zipResult = await readZIP({ filePath: downloadPath });
+
+  // Check file list
+  expect(Array.isArray(zipResult.content.entries)).toBe(true);
+  expect(zipResult.content.entries).toContain(
+    'Case_53125_10-19-22_AM/Case_53125_10-19-22_AM_case_data.csv'
+  );
+
+  // Extract specific file
+  const targetFile = 'Case_53125_10-19-22_AM/Case_53125_10-19-22_AM_case_data.csv';
+  const zipWithExtraction = await readZIP({
+    filePath: downloadPath,
+    fileToExtract: targetFile,
+  });
+
+  // Access extracted file buffer
+  const extractedFiles = zipWithExtraction.content.extractedFiles || {};
+  const fileBuffer = extractedFiles[targetFile];
+  expect(fileBuffer).toBeInstanceOf(Buffer);
+  expect(fileBuffer?.length).toBeGreaterThan(0);
+});
+```
+
+**Key Points**:
+
+- `content.entries` lists all files in archive
+- `fileToExtract` extracts specific files to Buffer
+- Validate archive structure
+- Read and parse individual files from ZIP
+
+### Example 5: API-Triggered Download
+
+**Context**: API endpoint returns file download (not UI click).
+
+**Implementation**:
+
+```typescript
+test('should download via API', async ({ page, request }) => {
+  const downloadPath = await handleDownload({
+    page, // Still need page for download events
+    downloadDir: DOWNLOAD_DIR,
+    trigger: async () => {
+      const response = await request.get('/api/export/csv', {
+        headers: { Authorization: 'Bearer token' },
+      });
+
+      if (!response.ok()) {
+        throw new Error(`Export failed: ${response.status()}`);
+      }
+    },
+  });
+
+  const { content } = await readCSV({ filePath: downloadPath });
+
+  expect(content.data).toHaveLength(100);
+});
+```
+
+**Key Points**:
+
+- `trigger` can be async API call
+- API must return `Content-Disposition` header
+- Still need `page` for download events
+- Works with authenticated endpoints
+
+### Example 6: Reading CSV from Buffer (ZIP extraction)
+
+**Context**: Read CSV content directly from a Buffer (e.g., extracted from ZIP).
+
+**Implementation**:
+
+```typescript
+// Read from a Buffer (e.g., extracted from a ZIP)
+const zipResult = await readZIP({
+  filePath: 'archive.zip',
+  fileToExtract: 'data.csv',
+});
+const fileBuffer = zipResult.content.extractedFiles?.['data.csv'];
+const csvFromBuffer = await readCSV({ content: fileBuffer });
+
+// Read from a string
+const csvString = 'name,age\nJohn,30\nJane,25';
+const csvFromString = await readCSV({ content: csvString });
+
+const { data, headers } = csvFromString.content;
+expect(headers).toContain('name');
+expect(headers).toContain('age');
+```
+
+## API Reference
+
+### CSV Reader Options
+
+| Option         | Type               | Default  | Description                            |
+| -------------- | ------------------ | -------- | -------------------------------------- |
+| `filePath`     | `string`           | -        | Path to CSV file (mutually exclusive)  |
+| `content`      | `string \| Buffer` | -        | Direct content (mutually exclusive)    |
+| `delimiter`    | `string \| 'auto'` | `','`    | Value separator, auto-detect if 'auto' |
+| `encoding`     | `string`           | `'utf8'` | File encoding                          |
+| `parseHeaders` | `boolean`          | `true`   | Use first row as headers               |
+| `trim`         | `boolean`          | `true`   | Trim whitespace from values            |
+
+### XLSX Reader Options
+
+| Option      | Type     | Description                    |
+| ----------- | -------- | ------------------------------ |
+| `filePath`  | `string` | Path to XLSX file              |
+| `sheetName` | `string` | Name of sheet to set as active |
+
+### PDF Reader Options
+
+| Option       | Type      | Default | Description                 |
+| ------------ | --------- | ------- | --------------------------- |
+| `filePath`   | `string`  | -       | Path to PDF file (required) |
+| `mergePages` | `boolean` | `true`  | Merge text from all pages   |
+| `maxPages`   | `number`  | -       | Maximum pages to extract    |
+| `debug`      | `boolean` | `false` | Enable debug logging        |
+
+### ZIP Reader Options
+
+| Option          | Type     | Description                        |
+| --------------- | -------- | ---------------------------------- |
+| `filePath`      | `string` | Path to ZIP file                   |
+| `fileToExtract` | `string` | Specific file to extract to Buffer |
+
+### Return Values
+
+#### CSV Reader Return Value
+
+```typescript
+{
+  content: {
+    data: Array<Array<string | number>>,  // Parsed rows (excludes header row if parseHeaders: true)
+    headers: string[] | null              // Column headers (null if parseHeaders: false)
+  }
+}
+```
+
+#### XLSX Reader Return Value
+
+```typescript
+{
+  content: {
+    worksheets: Array<{
+      name: string,                       // Sheet name
+      rows: Array<Array<any>>,            // All rows including headers
+      headers?: string[]                  // First row as headers (if present)
+    }>
+  }
+}
+```
+
+#### PDF Reader Return Value
+
+```typescript
+{
+  content: string,                        // Extracted text (merged or per-page based on mergePages)
+  pagesCount: number,                     // Total pages in PDF
+  fileName?: string,                      // Original filename if available
+  info?: Record<string, any>              // PDF metadata (author, title, etc.)
+}
+```
+
+> **Note**: When `mergePages: false`, `content` is an array of strings (one per page). When `maxPages` is set, only that many pages are extracted.
+
+#### ZIP Reader Return Value
+
+```typescript
+{
+  content: {
+    entries: Array<{
+      name: string,                       // File/directory path within ZIP
+      size: number,                       // Uncompressed size in bytes
+      isDirectory: boolean                // True for directories
+    }>,
+    extractedFiles: Record<string, Buffer | string>  // Extracted file contents by path
+  }
+}
+```
+
+> **Note**: When `fileToExtract` is specified, only that file appears in `extractedFiles`.
+
+## Download Cleanup Pattern
+
+```typescript
+test.afterEach(async () => {
+  // Clean up downloaded files
+  await fs.remove(DOWNLOAD_DIR);
+});
+```
+
+## Comparison with Vanilla Playwright
+
+Vanilla Playwright (real test) snippet:
+
+```typescript
+// ~80 lines of boilerplate!
+const [download] = await Promise.all([
+  page.waitForEvent('download'),
+  page.getByTestId('download-button-CSV Export').click(),
+]);
+
+const failure = await download.failure();
+expect(failure).toBeNull();
+
+const filePath = testInfo.outputPath(download.suggestedFilename());
+await download.saveAs(filePath);
+
+await expect
+  .poll(
+    async () => {
+      try {
+        await fs.access(filePath);
+        return true;
+      } catch {
+        return false;
+      }
+    },
+    { timeout: 5000, intervals: [100, 200, 500] }
+  )
+  .toBe(true);
+
+const csvContent = await fs.readFile(filePath, 'utf-8');
+
+const parseResult = parse(csvContent, {
+  header: true,
+  skipEmptyLines: true,
+  dynamicTyping: true,
+  transformHeader: (header: string) => header.trim(),
+});
+
+if (parseResult.errors.length > 0) {
+  throw new Error(`CSV parsing errors: ${JSON.stringify(parseResult.errors)}`);
+}
+
+const data = parseResult.data as Array<Record<string, unknown>>;
+const headers = parseResult.meta.fields || [];
+```
+
+With File Utils, the same flow becomes:
+
+```typescript
+const downloadPath = await handleDownload({
+  page,
+  downloadDir: DOWNLOAD_DIR,
+  trigger: () => page.getByTestId('download-button-text/csv').click(),
+});
+
+const { data, headers } = (await readCSV({ filePath: downloadPath })).content;
+```
+
+## Related Fragments
+
+- `overview.md` - Installation and imports
+- `api-request.md` - API-triggered downloads
+- `recurse.md` - Poll for file generation completion
+
+## Anti-Patterns
+
+**DON'T leave downloads in place:**
+
+```typescript
+test('creates file', async () => {
+  await handleDownload({ ... })
+  // File left in downloads folder
+})
+```
+
+**DO clean up after tests:**
+
+```typescript
+test.afterEach(async () => {
+  await fs.remove(DOWNLOAD_DIR);
+});
+```