Files
accounted/extensions/general/mcp-server/__tests__/receipt-matcher.test.ts
T
Jakob WennbergandClaude Opus 4.6 fdcc94102a fix: remove gnubok_categorize_with_receipt tool (#88)
* fix: remove gnubok_categorize_with_receipt tool

The tool requires Claude to generate the entire base64-encoded file as
tool arguments token-by-token, which is extremely slow for large PDFs.
Receipt attachment should happen via the widget (where JavaScript
handles encoding) or through the web app.

The receipt matcher widget and gnubok_receipt_matcher tool remain —
they provide the intended UX for matching receipts to transactions.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: update widget to call gnubok_categorize_transaction

The widget was still calling the removed gnubok_categorize_with_receipt
tool. Updated to call gnubok_categorize_transaction instead (text-only,
no file upload). Receipt attachment via the widget is deferred to a
future iteration.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-23 11:26:23 +01:00

293 lines
9.8 KiB
TypeScript

/**
* Tests for receipt matcher tools and MCP Apps protocol additions
*/
import { describe, it, expect, vi, beforeEach } from 'vitest'
import {
createQueuedMockSupabase,
makeTransaction,
} from '@/tests/helpers'
// ── Mocks ──
vi.mock('@/lib/supabase/server', () => ({
createClient: vi.fn(),
createServiceClient: vi.fn().mockResolvedValue({
storage: {
getBucket: vi.fn().mockResolvedValue({ data: { name: 'documents' } }),
},
}),
}))
vi.mock('@/lib/auth/api-keys', () => ({
extractBearerToken: vi.fn().mockReturnValue('test-token'),
validateApiKey: vi.fn().mockResolvedValue({ userId: 'user-1' }),
createServiceClientNoCookies: vi.fn(),
}))
vi.mock('@/lib/bookkeeping/category-mapping', () => ({
buildMappingResultFromCategory: vi.fn().mockReturnValue({
debit_account: '6110',
credit_account: '1930',
vat_lines: [{ account_number: '2641', amount: 74.75 }],
}),
}))
vi.mock('@/lib/bookkeeping/transaction-entries', () => ({
createTransactionJournalEntry: vi.fn().mockResolvedValue({ id: 'je-123' }),
}))
vi.mock('@/lib/events/bus', () => ({
eventBus: { emit: vi.fn().mockResolvedValue(undefined), clear: vi.fn() },
}))
vi.mock('@/lib/invoices/vat-rules', () => ({
getVatRules: vi.fn(),
getAvailableVatRates: vi.fn(),
}))
vi.mock('@/lib/currency/riksbanken', () => ({
fetchExchangeRate: vi.fn(),
convertToSEK: vi.fn(),
}))
vi.mock('@/lib/reports/income-statement', () => ({
generateIncomeStatement: vi.fn(),
}))
vi.mock('@/lib/reports/kpi', () => ({
calculateGrossMargin: vi.fn(),
calculateCashPosition: vi.fn(),
calculateExpenseRatio: vi.fn(),
calculateAvgPaymentDays: vi.fn(),
}))
vi.mock('@/lib/reports/trial-balance', () => ({
generateTrialBalance: vi.fn(),
}))
vi.mock('@/lib/reports/ar-ledger', () => ({
generateARLedger: vi.fn(),
}))
vi.mock('@/lib/reports/monthly-breakdown', () => ({
generateMonthlyBreakdown: vi.fn(),
}))
import { handleMcpRequest } from '../server'
import { createServiceClientNoCookies } from '@/lib/auth/api-keys'
import { eventBus } from '@/lib/events/bus'
// Helper: make a JSON-RPC request
function mcpRequest(method: string, params?: Record<string, unknown>, id: number | string = 1): Request {
return new Request('http://localhost:3000/api/extensions/ext/mcp-server/mcp', {
method: 'POST',
headers: { 'Content-Type': 'application/json', Authorization: 'Bearer test-token' },
body: JSON.stringify({ jsonrpc: '2.0', id, method, params }),
})
}
async function parseResult(response: Response) {
const json = await response.json()
return json.result
}
describe('MCP Receipt Matcher', () => {
let supabase: ReturnType<typeof createQueuedMockSupabase>['supabase']
let enqueueMany: ReturnType<typeof createQueuedMockSupabase>['enqueueMany']
beforeEach(() => {
vi.clearAllMocks()
;(eventBus as { clear: ReturnType<typeof vi.fn> }).clear()
const mock = createQueuedMockSupabase()
supabase = mock.supabase
enqueueMany = mock.enqueueMany
vi.mocked(createServiceClientNoCookies).mockReturnValue(supabase as never)
})
// ── Protocol: initialize includes resources capability ──
describe('initialize', () => {
it('returns resources capability', async () => {
const res = await handleMcpRequest(mcpRequest('initialize', { protocolVersion: '2025-03-26' }))
const result = await parseResult(res)
expect(result.capabilities.tools).toEqual({ listChanged: false })
expect(result.capabilities.resources).toEqual({ listChanged: false })
})
})
// ── Protocol: tools/list includes _meta for receipt matcher ──
describe('tools/list', () => {
it('includes _meta.ui for gnubok_receipt_matcher', async () => {
const res = await handleMcpRequest(mcpRequest('tools/list'))
const result = await parseResult(res)
const receiptTool = result.tools.find((t: { name: string }) => t.name === 'gnubok_receipt_matcher')
expect(receiptTool).toBeDefined()
expect(receiptTool._meta).toEqual({
ui: { resourceUri: 'ui://receipt-matcher/app.html' },
})
})
it('does not include _meta for tools without it', async () => {
const res = await handleMcpRequest(mcpRequest('tools/list'))
const result = await parseResult(res)
const categorizeTool = result.tools.find(
(t: { name: string }) => t.name === 'gnubok_categorize_transaction'
)
expect(categorizeTool).toBeDefined()
expect(categorizeTool._meta).toBeUndefined()
})
})
// ── Protocol: resources/list ──
describe('resources/list', () => {
it('returns the receipt-matcher resource', async () => {
const res = await handleMcpRequest(mcpRequest('resources/list'))
const result = await parseResult(res)
expect(result.resources).toHaveLength(1)
expect(result.resources[0]).toEqual({
uri: 'ui://receipt-matcher/app.html',
name: 'Receipt Matcher',
description: 'Interactive widget for matching receipts to uncategorized transactions',
mimeType: 'text/html;profile=mcp-app',
})
})
})
// ── Protocol: resources/read ──
describe('resources/read', () => {
it('returns HTML for the receipt matcher', async () => {
const res = await handleMcpRequest(
mcpRequest('resources/read', { uri: 'ui://receipt-matcher/app.html' })
)
const result = await parseResult(res)
expect(result.contents).toHaveLength(1)
expect(result.contents[0].uri).toBe('ui://receipt-matcher/app.html')
expect(result.contents[0].mimeType).toBe('text/html;profile=mcp-app')
expect(result.contents[0].text).toContain('<!DOCTYPE html>')
expect(result.contents[0].text).toContain('Kvittomatchning')
})
it('returns error for unknown resource URI', async () => {
const res = await handleMcpRequest(
mcpRequest('resources/read', { uri: 'ui://unknown/thing' })
)
const json = await res.json()
expect(json.error).toBeDefined()
expect(json.error.code).toBe(-32602)
expect(json.error.message).toContain('Resource not found')
})
})
// ── gnubok_receipt_matcher tool ──
describe('gnubok_receipt_matcher', () => {
it('returns uncategorized transactions with categories and vat_treatments', async () => {
const tx1 = makeTransaction({ id: 'tx-1', description: 'ICA', amount: -150 })
const tx2 = makeTransaction({ id: 'tx-2', description: 'Consulting', amount: 15000 })
enqueueMany([
{ data: [tx1, tx2], error: null },
])
const res = await handleMcpRequest(
mcpRequest('tools/call', { name: 'gnubok_receipt_matcher', arguments: {} })
)
const result = await parseResult(res)
// Should have structuredContent for MCP Apps
expect(result.structuredContent).toBeDefined()
expect(result.structuredContent.transactions).toHaveLength(2)
expect(result.structuredContent.categories).toContain('expense_office')
expect(result.structuredContent.vat_treatments).toContain('standard_25')
// Should also have regular content
expect(result.content).toHaveLength(1)
expect(result.content[0].type).toBe('text')
})
it('returns empty array when no uncategorized transactions', async () => {
enqueueMany([{ data: [], error: null }])
const res = await handleMcpRequest(
mcpRequest('tools/call', { name: 'gnubok_receipt_matcher', arguments: {} })
)
const result = await parseResult(res)
expect(result.structuredContent.transactions).toHaveLength(0)
})
})
// ── gnubok_categorize_transaction still works after refactor ──
describe('gnubok_categorize_transaction (refactored)', () => {
it('returns result without transaction field', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: -500 })
enqueueMany([
{ data: tx, error: null }, // fetch transaction
{ data: { entity_type: 'enskild_firma', fiscal_year_start_month: 1 }, error: null },
{ data: null, error: null }, // fiscal_periods upsert
{ data: null, error: null }, // transaction update
])
const res = await handleMcpRequest(
mcpRequest('tools/call', {
name: 'gnubok_categorize_transaction',
arguments: { transaction_id: 'tx-1', category: 'expense_office' },
})
)
const result = await parseResult(res)
const parsed = JSON.parse(result.content[0].text)
expect(parsed.success).toBe(true)
expect(parsed.journal_entry_created).toBe(true)
expect(parsed.category).toBe('expense_office')
expect(parsed.transaction).toBeUndefined()
})
})
// ── tools/call structuredContent ──
describe('tools/call structuredContent', () => {
it('includes structuredContent for tools with _meta.ui', async () => {
enqueueMany([{ data: [], error: null }])
const res = await handleMcpRequest(
mcpRequest('tools/call', { name: 'gnubok_receipt_matcher', arguments: {} })
)
const result = await parseResult(res)
expect(result.structuredContent).toBeDefined()
expect(result.content).toBeDefined()
})
it('does not include structuredContent for regular tools', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: -500 })
enqueueMany([
{ data: tx, error: null },
{ data: { entity_type: 'enskild_firma', fiscal_year_start_month: 1 }, error: null },
{ data: null, error: null },
{ data: null, error: null },
])
const res = await handleMcpRequest(
mcpRequest('tools/call', {
name: 'gnubok_categorize_transaction',
arguments: { transaction_id: 'tx-1', category: 'expense_office' },
})
)
const result = await parseResult(res)
expect(result.structuredContent).toBeUndefined()
expect(result.content).toBeDefined()
})
})
})