Files
accounted/lib/bookkeeping/__tests__/mapping-engine.test.ts
T
Jakob Wennberg 3e7fa45ed6 feat: transaction categorization UX improvements and description matching
Add journal entry preview, human-readable account names, auto-apply VAT,
fallback template suggestions, example prompts, invoice match comparison,
and batch result feedback. Also includes user-description-match extension,
describe/batch-describe API routes, improved AI categorization with multi-
suggestion support, and template embedding search.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-24 16:02:06 +01:00

142 lines
4.4 KiB
TypeScript

import { describe, it, expect, vi, beforeEach } from 'vitest'
import { createMockSupabase, makeTransaction } from '@/tests/helpers'
// Mock Supabase
const { supabase: mockSupabase, mockResult } = createMockSupabase()
vi.mock('@/lib/supabase/server', () => ({
createClient: vi.fn().mockResolvedValue(mockSupabase),
}))
// Mock booking-templates (needed by evaluateMappingRules)
vi.mock('../booking-templates', () => ({
findMatchingTemplates: vi.fn().mockReturnValue([]),
buildMappingResultFromTemplate: vi.fn(),
}))
describe('mapping-engine', () => {
beforeEach(() => {
vi.clearAllMocks()
})
describe('saveUserMappingRule', () => {
it('saves auto-learned rule without user description', async () => {
const { saveUserMappingRule } = await import('../mapping-engine')
mockResult({ data: null, error: null })
await saveUserMappingRule('user-1', 'ICA Maxi', '5410', '1930', false)
// Verify insert was called via supabase.from().insert()
expect(mockSupabase.from).toHaveBeenCalledWith('mapping_rules')
})
it('saves user-described rule with priority 5 and confidence 0.98', async () => {
const { saveUserMappingRule } = await import('../mapping-engine')
mockResult({ data: null, error: null })
await saveUserMappingRule(
'user-1',
'Restaurant XYZ',
'6071',
'1930',
false,
'business lunch with client',
'restaurant_dining'
)
// Verify from was called (first for delete, then for insert)
expect(mockSupabase.from).toHaveBeenCalledWith('mapping_rules')
})
it('does not throw on insert error (non-critical)', async () => {
const { saveUserMappingRule } = await import('../mapping-engine')
mockResult({ data: null, error: { message: 'DB error' } })
// Should not throw
await expect(
saveUserMappingRule('user-1', 'ICA Maxi', '5410', '1930', false)
).resolves.toBeUndefined()
})
it('escapes special regex characters in merchant name', async () => {
const { saveUserMappingRule } = await import('../mapping-engine')
mockResult({ data: null, error: null })
// Merchant name with regex special chars
await saveUserMappingRule('user-1', 'Test (Pty) Ltd.', '5410', '1930', false)
expect(mockSupabase.from).toHaveBeenCalledWith('mapping_rules')
})
})
describe('evaluateMappingRules', () => {
it('returns default result when no rules match', async () => {
const { evaluateMappingRules } = await import('../mapping-engine')
const tx = makeTransaction({ amount: -100, merchant_name: 'Unknown' })
mockResult({ data: [], error: null })
const result = await evaluateMappingRules('user-1', tx)
expect(result.debit_account).toBe('6991')
expect(result.credit_account).toBe('1930')
expect(result.confidence).toBe(0.1)
expect(result.requires_review).toBe(true)
})
it('matches merchant_pattern rule', async () => {
const { evaluateMappingRules } = await import('../mapping-engine')
const tx = makeTransaction({
amount: -299,
merchant_name: 'ICA Maxi',
description: 'ICA MAXI STOCKHOLM',
})
mockResult({
data: [
{
id: 'rule-1',
user_id: 'user-1',
rule_name: 'Learned: ICA Maxi',
rule_type: 'merchant_name',
priority: 10,
mcc_codes: null,
merchant_pattern: 'ICA Maxi',
description_pattern: null,
amount_min: null,
amount_max: null,
debit_account: '5410',
credit_account: '1930',
vat_treatment: null,
vat_debit_account: null,
vat_credit_account: null,
risk_level: 'NONE',
default_private: false,
requires_review: false,
confidence_score: 0.95,
capitalization_threshold: null,
capitalized_debit_account: null,
is_active: true,
source: 'auto',
user_description: null,
template_id: null,
created_at: '2024-01-01',
updated_at: '2024-01-01',
},
],
error: null,
})
const result = await evaluateMappingRules('user-1', tx)
expect(result.debit_account).toBe('5410')
expect(result.credit_account).toBe('1930')
expect(result.confidence).toBe(0.95)
})
})
})