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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 83dcbd9ff0.
* 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
42 lines
1.7 KiB
Ruby
42 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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