whisper-money/tests/Feature/Ai/CategorizeOnboardingTransac...

115 lines
3.3 KiB
PHP

<?php
use App\Ai\Agents\TransactionCategorizationAgent;
use App\Enums\CategoryCashflowDirection;
use App\Enums\CategorySource;
use App\Enums\CategoryType;
use App\Jobs\CategorizeOnboardingTransactionsJob;
use App\Models\Category;
use App\Models\Transaction;
use App\Models\User;
use App\Services\Ai\CategoryCatalog;
function eligibleOnboardedUser(): User
{
$user = User::factory()->onboarded()->create();
$user->recordAiConsent();
return $user;
}
function leafIndexFor(CategoryCatalog $catalog, string $categoryId): int
{
$index = 0;
while (($id = $catalog->categoryIdForIndex($index)) !== null) {
if ($id === $categoryId) {
return $index;
}
$index++;
}
throw new RuntimeException("category {$categoryId} is not a leaf in the catalog");
}
function expenseLeaf(User $user): Category
{
return Category::factory()->for($user)->create([
'type' => CategoryType::Expense,
'cashflow_direction' => CategoryCashflowDirection::Outflow,
]);
}
function fakeCategorizesEachRef(int $index): void
{
TransactionCategorizationAgent::fake(function (string $prompt) use ($index): array {
preg_match_all('/"ref":"([0-9a-f-]+)"/', $prompt, $matches);
return ['results' => array_map(fn (string $ref): array => [
'ref' => $ref,
'category_index' => $index,
'confidence' => 0.95,
'merchant_unambiguous' => false,
], $matches[1])];
});
}
function runOnboardingCategorization(User $user): void
{
app()->call([new CategorizeOnboardingTransactionsJob($user), 'handle']);
}
it('categorizes the remaining uncategorized transactions when onboarding completes', function () {
$user = eligibleOnboardedUser();
$category = expenseLeaf($user);
$index = leafIndexFor(CategoryCatalog::forUser($user), $category->id);
fakeCategorizesEachRef($index);
$pending = Transaction::factory()->plaintext()->count(3)->create([
'user_id' => $user->id,
'category_id' => null,
'creditor_name' => 'mercadona',
]);
runOnboardingCategorization($user);
foreach ($pending as $transaction) {
expect($transaction->refresh()->category_id)->toBe($category->id)
->and($transaction->category_source)->toBe(CategorySource::Ai);
}
});
it('leaves transactions already categorized by rules untouched', function () {
$user = eligibleOnboardedUser();
$category = expenseLeaf($user);
$index = leafIndexFor(CategoryCatalog::forUser($user), $category->id);
fakeCategorizesEachRef($index);
$alreadyCategorized = Transaction::factory()->plaintext()->create([
'user_id' => $user->id,
'category_id' => $category->id,
'category_source' => CategorySource::Rule,
]);
runOnboardingCategorization($user);
expect($alreadyCategorized->refresh()->category_source)->toBe(CategorySource::Rule);
});
it('does nothing for a user who is not eligible', function () {
$user = User::factory()->onboarded()->create();
expenseLeaf($user);
$transaction = Transaction::factory()->plaintext()->create([
'user_id' => $user->id,
'category_id' => null,
'creditor_name' => 'mercadona',
]);
runOnboardingCategorization($user);
expect($transaction->refresh()->category_id)->toBeNull();
});