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297a695d0f
* Domain model sketch * Scaffold out rules domain * Migrations * Remove existing data enrichment for clean slate * Sketch out business logic and basic tests * Simplify rule scope building and action executions * Get generator working again * Basic implementation + tests * Remove manual merchant management (rules will replace) * Revert "Remove manual merchant management (rules will replace)" This reverts commit 83dcbd9ff0aa7bbee211796b71aa48b71df5e57e. * Family and Provider merchants model * Fix brakeman warnings * Fix notification loader * Update notification position * Add Rule action and condition registries * Rule form with compound conditions and tests * Split out notification types, add CTA type * Rules form builder and Stimulus controller * Clean up rule registry domain * Clean up rules stimulus controller * CTA message for rule when user changes transaction category * Fix tests * Lint updates * Centralize notifications in Notifiable concern * Implement category rule prompts with auto backoff and option to disable * Fix layout bug caused by merge conflict * Initialize rule with correct action for category CTA * Add rule deletions, get rules working * Complete dynamic rule form, split Stimulus controllers by resource * Fix failing tests * Change test password to avoid chromium conflicts * Update integration tests * Centralize all test password references * Add re-apply rule action * Rule confirm modal * Run migrations * Trigger rule notification after inline category updates * Clean up rule styles * Basic attribute locking for rules * Apply attribute locks on user edits * Log data enrichments, only apply rules to unlocked attributes * Fix merge errors * Additional merge conflict fixes * Form UI improvements, ignore attribute locks on manual rule application * Batch AI auto-categorization of transactions * Auto merchant detection, ai enrichment in batches * Fix Plaid merchant assignments * Plaid category matching * Cleanup 1 * Test cleanup * Remove stale route * Fix desktop chat UI issues * Fix mobile nav styling issues
43 lines
1.7 KiB
Ruby
43 lines
1.7 KiB
Ruby
require "test_helper"
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class Family::AutoCategorizerTest < ActiveSupport::TestCase
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include EntriesTestHelper, ProviderTestHelper
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setup do
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@family = families(:dylan_family)
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@account = @family.accounts.create!(name: "Rule test", balance: 100, currency: "USD", accountable: Depository.new)
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@llm_provider = mock
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Provider::Registry.stubs(:get_provider).with(:openai).returns(@llm_provider)
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end
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test "auto-categorizes transactions" do
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txn1 = create_transaction(account: @account, name: "McDonalds").transaction
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txn2 = create_transaction(account: @account, name: "Amazon purchase").transaction
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txn3 = create_transaction(account: @account, name: "Netflix subscription").transaction
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test_category = @family.categories.create!(name: "Test category")
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provider_response = provider_success_response([
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AutoCategorization.new(transaction_id: txn1.id, category_name: test_category.name),
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AutoCategorization.new(transaction_id: txn2.id, category_name: test_category.name),
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AutoCategorization.new(transaction_id: txn3.id, category_name: nil)
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])
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@llm_provider.expects(:auto_categorize).returns(provider_response).once
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assert_difference "DataEnrichment.count", 2 do
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Family::AutoCategorizer.new(@family, transaction_ids: [ txn1.id, txn2.id, txn3.id ]).auto_categorize
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end
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assert_equal test_category, txn1.reload.category
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assert_equal test_category, txn2.reload.category
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assert_nil txn3.reload.category
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# After auto-categorization, all transactions are locked and no longer enrichable
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assert_equal 0, @account.transactions.reload.enrichable(:category_id).count
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end
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private
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AutoCategorization = Provider::LlmConcept::AutoCategorization
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end
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