whisper-money/tests
Víctor Falcón e065d4ab65
feat(ai): defer per-transaction categorization until onboarding completes (#536)
## What

During onboarding, the per-transaction AI categorization listener no
longer runs. The AI automation rules generated in the suggestions step
cover the bulk of the imported transactions (~70%). On completion, a
single batch pass categorizes whatever is still uncategorized.

## Why

Running per-transaction categorization on every transaction created
during onboarding is wasteful: most are about to be covered by the AI
rules generated at the end of the flow. Defer the AI spend to one batch
over the remainder.

## How

- **`CategorizeTransactionWithAi` listener** — skips when `!
$user->isOnboarded()`. Covers every txn-creation path, since it hangs
off the model `created` event.
- **`CategorizeOnboardingTransactionsJob`** (new) — dispatched from
`OnboardingController::complete` after `onboarded_at` is set. Snapshots
`whereNull('category_id')->whereNull('description_iv')`, so transactions
already categorized by the AI rules (or manually in the categorize step)
are excluded. Chunks by `group_batch_size` and runs `AiCategorizer` per
chunk. Runs on the dedicated `ai` queue.
- Gated by `AiCategorizationGate::allows()` (rollout flag) — automatic
system behavior, gated like the real-time tier, not the explicit
backfill.

## Flow

1. `syncing` → transactions created, **no** per-transaction AI
2. `ai-suggestions` → AI rules cover the bulk
3. `categorize-transactions` → user manually categorizes a few
4. `complete` → batch-categorize the rest, skipping anything already
labeled

## Tests

- Listener skips transactions created while onboarding; still
categorizes post-onboarding.
- Job categorizes the remainder, leaves rule/manual categories
untouched, no-ops for ineligible users.
- `complete` marks the user onboarded and queues the batch job.

Full Ai + Onboarding suites green (112/112). Pint clean.
2026-06-15 17:33:26 +02:00
..
.pest Speed up PR CI browser path (#365) 2026-05-07 20:40:13 +01:00
Browser feat(ai): suggest automation rules during onboarding (#523) 2026-06-13 22:51:15 +02:00
Feature feat(ai): defer per-transaction categorization until onboarding completes (#536) 2026-06-15 17:33:26 +02:00
Performance feat: parent/child category tree (#474) 2026-06-03 19:30:12 +02:00
Support test(open-banking): e2e coverage for Enable Banking connection flows (#509) 2026-06-09 11:58:50 +02:00
Unit feat(transactions): add counterparty fields (#440) 2026-05-27 16:20:55 +02:00
Pest.php feat: add Discord admin feed for daily stats and Stripe events (#458) 2026-05-30 18:14:46 +02:00
TestCase.php Remove encryption from browser tests and demo user (#129) 2026-02-17 11:45:27 +01:00
bootstrap.php chore: upgrade Laravel 12 to 13 (#242) 2026-03-25 12:56:33 +00:00