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1234fd5568
* FIX AI categorization * FIX twelve data API Looking at api docs we were using the wrong field, currency is in meta tag.
44 lines
1.8 KiB
Ruby
44 lines
1.8 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, only successfully categorized transactions are locked
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# txn3 remains enrichable since it didn't get a category (allows retry)
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assert_equal 1, @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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