0320591344
The llama3.2-vision model was producing unreliable structured data (wrong vendors, amounts, dates) making expense reports worse than Tesseract + LLM extraction. Removes _ocr_image_vision(), the vision JSON fast path in _parse_receipt_text(), _match_category(), and the vision_ocr_model config setting entirely. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
563 lines
22 KiB
Python
563 lines
22 KiB
Python
"""
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ActiveBlue AI — Expenses Agent Unit Tests
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==========================================
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Suite: test_expenses_agent.py
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Module: agent_service/agents/expenses_agent.py
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agent_service/tools/receipt_parser.py
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addons/activeblue_ai/models/ab_ai_mail.py
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Purpose
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-------
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Verify the core business logic of the expenses agent without requiring
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a live Odoo instance, database, or LLM. All external dependencies
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(ORM, HTTP, Ollama) are mocked. Tests run in < 1 second.
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Run
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---
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source .venv-test/bin/activate
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python -m pytest tests/test_expenses_agent.py -v
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Test groups
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-----------
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TestFindSemanticDuplicate — two-pass duplicate-detection algorithm
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test_plan_* — intent keyword → user_confirmed / user_dup_decision
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test_act_* — _act() confirmation gate and expense creation
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TestParseUpload — receipt_parser ZIP handling and metadata
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TestTextToHtml — HTML escaping (skipped without Odoo env)
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See tests/TEST_EXPENSES_AGENT.md for full documentation.
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"""
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from __future__ import annotations
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import asyncio
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import base64
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import io
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import zipfile
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from unittest.mock import AsyncMock, MagicMock, patch
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import pytest
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# ---------------------------------------------------------------------------
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# _find_semantic_duplicate
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# ---------------------------------------------------------------------------
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from agent_service.agents.expenses_agent import ExpensesAgent
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def _p(vendor='Acme', amount=10.00, date='2026-05-09', time=None):
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"""Shorthand for building a parsed-receipt dict."""
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return {'vendor': vendor, 'amount': amount, 'date': date, 'time': time, 'product_name': ''}
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def _candidate(parsed):
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"""Wrap parsed dict as a (receipt, parsed) candidate tuple."""
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return ({}, parsed)
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class TestFindSemanticDuplicate:
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# ------------------------------------------------------------------
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# Pass 1: amount-based match
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# ------------------------------------------------------------------
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def test_exact_match(self):
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candidates = [_candidate(_p('Acme', 10.00, '2026-05-09'))]
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idx = ExpensesAgent._find_semantic_duplicate(_p('Acme', 10.00, '2026-05-09'), candidates)
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assert idx == 0
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def test_amount_within_threshold(self):
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candidates = [_candidate(_p('Acme', 10.00, '2026-05-09'))]
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idx = ExpensesAgent._find_semantic_duplicate(_p('Acme', 10.04, '2026-05-09'), candidates)
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assert idx == 0
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def test_amount_just_over_threshold(self):
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candidates = [_candidate(_p('Acme', 10.00, '2026-05-09'))]
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idx = ExpensesAgent._find_semantic_duplicate(_p('Acme', 10.06, '2026-05-09'), candidates)
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# Pass 1 should miss; Pass 2 should still catch it (same vendor + date)
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assert idx == 0 # caught by Pass 2
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def test_different_date_not_duplicate(self):
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candidates = [_candidate(_p('Acme', 10.00, '2026-05-09'))]
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idx = ExpensesAgent._find_semantic_duplicate(_p('Acme', 10.00, '2026-05-10'), candidates)
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assert idx is None
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def test_zero_amount_not_deduplicated(self):
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"""Zero-amount receipts are too ambiguous — never flagged as dups."""
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candidates = [_candidate(_p('Acme', 0.0, '2026-05-09'))]
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idx = ExpensesAgent._find_semantic_duplicate(_p('Acme', 0.0, '2026-05-09'), candidates)
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assert idx is None
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def test_vendor_similarity_above_threshold(self):
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candidates = [_candidate(_p('IN-N-OUT HOUSTON', 8.55, '2026-05-09'))]
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idx = ExpensesAgent._find_semantic_duplicate(
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_p('In-N-Out Houston', 8.55, '2026-05-09'), candidates)
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assert idx == 0
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def test_vendor_similarity_below_threshold_pass1(self):
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"""Completely different vendors with same amount+date → not a dup."""
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candidates = [_candidate(_p('McDonald\'s', 8.55, '2026-05-09'))]
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idx = ExpensesAgent._find_semantic_duplicate(
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_p('Starbucks', 8.55, '2026-05-09'), candidates)
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assert idx is None
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def test_time_within_window_is_dup(self):
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candidates = [_candidate(_p('Acme', 10.00, '2026-05-09', time='14:00'))]
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idx = ExpensesAgent._find_semantic_duplicate(
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_p('Acme', 10.00, '2026-05-09', time='14:25'), candidates)
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assert idx == 0
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def test_time_outside_window_not_dup(self):
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"""Same vendor/amount/date but >30 min apart → different transactions."""
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candidates = [_candidate(_p('Acme', 10.00, '2026-05-09', time='12:00'))]
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idx = ExpensesAgent._find_semantic_duplicate(
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_p('Acme', 10.00, '2026-05-09', time='14:00'), candidates)
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assert idx is None
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def test_one_time_missing_does_not_exclude(self):
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"""If only one receipt has a time, the time check is skipped."""
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candidates = [_candidate(_p('Acme', 10.00, '2026-05-09', time='12:00'))]
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idx = ExpensesAgent._find_semantic_duplicate(
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_p('Acme', 10.00, '2026-05-09', time=None), candidates)
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assert idx == 0
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def test_filename_vendor_same_amount_date_is_dup(self):
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"""Vendor looks like a filename → treated as dup if amount+date match."""
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candidates = [_candidate(_p('20260509_180857.jpg', 10.00, '2026-05-09'))]
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idx = ExpensesAgent._find_semantic_duplicate(
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_p('20260509_171757.jpg', 10.00, '2026-05-09'), candidates)
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assert idx == 0
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def test_no_candidates(self):
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idx = ExpensesAgent._find_semantic_duplicate(_p(), [])
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assert idx is None
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def test_returns_correct_index_multiple_candidates(self):
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candidates = [
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_candidate(_p('Burger King', 5.00, '2026-05-09')),
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_candidate(_p('Acme', 10.00, '2026-05-09')),
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_candidate(_p('Starbucks', 4.50, '2026-05-08')),
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]
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idx = ExpensesAgent._find_semantic_duplicate(_p('Acme Corp', 10.00, '2026-05-09'), candidates)
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assert idx == 1
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# ------------------------------------------------------------------
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# Pass 2: OCR amount mismatch (same vendor+date, different amount)
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# ------------------------------------------------------------------
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def test_pass2_catches_ocr_amount_mismatch(self):
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"""The In-N-Out $8.55 vs $15.00 bug: vendor ≥80%, same date, amounts far apart."""
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candidates = [_candidate(_p('IN-N-OUT HOUSTON', 8.55, '2026-05-09'))]
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idx = ExpensesAgent._find_semantic_duplicate(
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_p('In-N-Qut Houston', 15.00, '2026-05-09'), candidates)
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assert idx == 0
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def test_pass2_requires_high_vendor_similarity(self):
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"""Pass 2 threshold is 80% — clearly different vendors should not trigger it."""
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# "Starbucks Coffee" vs "McDonalds Burger" share very few characters (~25%)
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candidates = [_candidate(_p('Starbucks Coffee', 8.55, '2026-05-09'))]
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idx = ExpensesAgent._find_semantic_duplicate(
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_p('McDonalds Burger', 15.00, '2026-05-09'), candidates)
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assert idx is None
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def test_pass2_same_date_required(self):
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candidates = [_candidate(_p('IN-N-OUT HOUSTON', 8.55, '2026-05-08'))]
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idx = ExpensesAgent._find_semantic_duplicate(
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_p('In-N-Out Houston', 15.00, '2026-05-09'), candidates)
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assert idx is None
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def test_pass2_respects_time_window(self):
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"""Even with high vendor similarity, >30 min apart means different visit."""
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candidates = [_candidate(_p('IN-N-OUT HOUSTON', 8.55, '2026-05-09', time='12:00'))]
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idx = ExpensesAgent._find_semantic_duplicate(
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_p('In-N-Out Houston', 15.00, '2026-05-09', time='15:00'), candidates)
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assert idx is None
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def test_pass2_skips_filename_vendors(self):
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"""Pass 2 does not apply when the vendor looks like a filename."""
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candidates = [_candidate(_p('20260509_180857.jpg', 8.55, '2026-05-09'))]
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idx = ExpensesAgent._find_semantic_duplicate(
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_p('20260509_171757.jpg', 15.00, '2026-05-09'), candidates)
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# Filenames have different names so similarity will be low;
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# Pass 2 explicitly skips filename vendors.
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assert idx is None
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def test_pass2_zero_amount_not_deduplicated(self):
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candidates = [_candidate(_p('Acme', 0.0, '2026-05-09'))]
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idx = ExpensesAgent._find_semantic_duplicate(
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_p('Acme Corp', 0.0, '2026-05-09'), candidates)
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assert idx is None
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# ---------------------------------------------------------------------------
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# _plan() — keyword detection
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# ---------------------------------------------------------------------------
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def _make_agent():
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"""Return an ExpensesAgent with all dependencies mocked out."""
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agent = ExpensesAgent.__new__(ExpensesAgent)
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agent._odoo = MagicMock()
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agent._llm = MagicMock()
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agent._peer_bus = None
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agent._et = MagicMock()
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agent._gathered_data = {}
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agent._actions_taken = []
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agent._escalations_list = []
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return agent
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def _make_directive(task='', raw_message='', receipts=None):
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directive = MagicMock()
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directive.task = task
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directive.params = {}
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directive.directive_id = 'test-dir'
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directive.context.peer_data = {'raw_message': raw_message, 'requesting_user_id': 1}
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directive.context.receipts = receipts or []
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return directive
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async def _run_plan(task='', raw_message='', receipts=None):
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agent = _make_agent()
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agent._directive = _make_directive(task=task, raw_message=raw_message, receipts=receipts)
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return await agent._plan()
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@pytest.mark.asyncio
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async def test_plan_confirm_keyword_sets_confirmed():
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plan = await _run_plan(raw_message='confirm')
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assert plan['user_confirmed'] is True
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@pytest.mark.asyncio
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async def test_plan_looks_good_sets_confirmed():
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plan = await _run_plan(raw_message='looks good')
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assert plan['user_confirmed'] is True
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@pytest.mark.asyncio
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async def test_plan_go_ahead_sets_confirmed():
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plan = await _run_plan(raw_message='go ahead')
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assert plan['user_confirmed'] is True
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@pytest.mark.asyncio
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async def test_plan_no_keyword_not_confirmed():
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plan = await _run_plan(raw_message='create an expense report')
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assert plan['user_confirmed'] is False
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@pytest.mark.asyncio
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async def test_plan_keep_all_sets_dup_decision():
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plan = await _run_plan(raw_message='confirm, keep all')
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assert plan['user_confirmed'] is True
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assert plan['user_dup_decision'] == 'keep_all'
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@pytest.mark.asyncio
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async def test_plan_skip_sets_dup_decision():
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plan = await _run_plan(raw_message='skip duplicates')
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assert plan['user_dup_decision'] == 'skip'
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@pytest.mark.asyncio
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async def test_plan_default_dup_decision_is_skip():
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"""When user says 'confirm' with no dup instruction, default to skip."""
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plan = await _run_plan(raw_message='confirm')
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assert plan['user_dup_decision'] == 'skip'
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@pytest.mark.asyncio
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async def test_plan_mode_is_read_without_receipts():
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plan = await _run_plan(raw_message='show my expenses')
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assert plan['mode'] == 'read'
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@pytest.mark.asyncio
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async def test_plan_mode_is_create_with_receipts():
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fake_receipt = {'filename': 'receipt.jpg', 'text': '', 'b64': '', 'sha256': 'abc'}
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plan = await _run_plan(raw_message='create expense report', receipts=[fake_receipt])
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assert plan['mode'] == 'create_from_receipts'
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@pytest.mark.asyncio
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async def test_plan_task_field_also_checked():
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"""master LLM writes intent_summary into task; confirm in task should work."""
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plan = await _run_plan(task='confirm the expense report creation', raw_message='')
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assert plan['user_confirmed'] is True
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# ---------------------------------------------------------------------------
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# _act() confirmation gate
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# ---------------------------------------------------------------------------
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@pytest.mark.asyncio
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async def test_act_creates_expenses_immediately():
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"""Expenses are created in draft immediately — no confirmation gate.
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The old two-step confirm flow was removed because receipts are only
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available in the initial /upload request, making a follow-up confirmation
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turn impossible. _act() now creates draft expenses straight away.
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"""
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agent = _make_agent()
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fake_receipt = {
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'filename': 'receipt.jpg', 'text': 'Acme $10.00',
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'b64': '', 'sha256': 'abc123', 'mimetype': 'image/jpeg',
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'date_from_name': None,
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}
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agent._directive = _make_directive(raw_message='create expense report', receipts=[fake_receipt])
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agent._gathered_data = {
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'mode': 'create_from_receipts',
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'user_confirmed': False,
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'user_dup_decision': 'skip',
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}
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parsed_result = {'vendor': 'Acme', 'amount': 10.00, 'date': '2026-05-09',
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'time': None, 'product_name': ''}
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sheet_result = MagicMock(success=True, record_id=42)
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expense_result = MagicMock(success=True, record_id=99)
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agent._et.get_employee_id_for_user = AsyncMock(return_value=1)
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agent._et.get_expense_products = AsyncMock(return_value=[{'id': 1, 'name': 'Meals'}])
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agent._et.create_expense_sheet = AsyncMock(return_value=sheet_result)
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agent._et.create_expense = AsyncMock(return_value=expense_result)
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with patch.object(agent, '_parse_receipt_text', new=AsyncMock(return_value=parsed_result)):
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actions = await agent._act({})
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assert any('Created expense sheet' in a for a in actions)
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agent._et.create_expense_sheet.assert_called_once()
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agent._et.create_expense.assert_called_once()
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@pytest.mark.asyncio
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async def test_act_creates_sheet_when_confirmed():
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"""Second call with user_confirmed=True → expense sheet is created."""
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agent = _make_agent()
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fake_receipt = {
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'filename': 'receipt.jpg', 'text': 'Acme $10.00',
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'b64': base64.b64encode(b'imgdata').decode(), 'sha256': 'abc123',
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'mimetype': 'image/jpeg', 'date_from_name': None,
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}
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agent._directive = _make_directive(raw_message='confirm', receipts=[fake_receipt])
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agent._gathered_data = {
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'mode': 'create_from_receipts',
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'user_confirmed': True,
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'user_dup_decision': 'skip',
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}
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parsed_result = {'vendor': 'Acme', 'amount': 10.00, 'date': '2026-05-09',
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'time': None, 'product_name': 'Meals'}
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sheet_result = MagicMock(success=True, record_id=42)
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expense_result = MagicMock(success=True, record_id=99)
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agent._et.get_employee_id_for_user = AsyncMock(return_value=1)
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agent._et.get_expense_products = AsyncMock(return_value=[{'id': 1, 'name': 'Meals'}])
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agent._et.create_expense_sheet = AsyncMock(return_value=sheet_result)
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agent._et.create_expense = AsyncMock(return_value=expense_result)
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agent._et.attach_receipt = AsyncMock()
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with patch.object(agent, '_parse_receipt_text', new=AsyncMock(return_value=parsed_result)):
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actions = await agent._act({})
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assert any('Created expense sheet' in a for a in actions)
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assert any('Acme' in a for a in actions)
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agent._et.create_expense_sheet.assert_called_once()
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agent._et.create_expense.assert_called_once()
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@pytest.mark.asyncio
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async def test_act_deduplicates_byte_identical_receipts():
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"""Two receipts with the same SHA256 → only one expense created."""
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agent = _make_agent()
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receipt = {
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'filename': 'receipt.jpg', 'text': 'Acme $10.00',
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'b64': '', 'sha256': 'samehash', 'mimetype': 'image/jpeg',
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'date_from_name': None,
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}
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agent._directive = _make_directive(raw_message='confirm', receipts=[receipt, receipt])
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agent._gathered_data = {
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'mode': 'create_from_receipts',
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'user_confirmed': True,
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'user_dup_decision': 'skip',
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}
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parsed_result = {'vendor': 'Acme', 'amount': 10.00, 'date': '2026-05-09',
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'time': None, 'product_name': ''}
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sheet_result = MagicMock(success=True, record_id=1)
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expense_result = MagicMock(success=True, record_id=2)
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agent._et.get_employee_id_for_user = AsyncMock(return_value=1)
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agent._et.get_expense_products = AsyncMock(return_value=[{'id': 1, 'name': 'Meals'}])
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agent._et.create_expense_sheet = AsyncMock(return_value=sheet_result)
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agent._et.create_expense = AsyncMock(return_value=expense_result)
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agent._et.attach_receipt = AsyncMock()
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with patch.object(agent, '_parse_receipt_text', new=AsyncMock(return_value=parsed_result)):
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await agent._act({})
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# Only one create_expense call despite two identical receipts
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assert agent._et.create_expense.call_count == 1
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@pytest.mark.asyncio
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async def test_act_no_employee_returns_empty_and_escalates():
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agent = _make_agent()
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fake_receipt = {'filename': 'r.jpg', 'text': '', 'b64': '', 'sha256': 'x',
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'mimetype': 'image/jpeg', 'date_from_name': None}
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agent._directive = _make_directive(raw_message='confirm', receipts=[fake_receipt])
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agent._gathered_data = {
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'mode': 'create_from_receipts',
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'user_confirmed': True,
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'user_dup_decision': 'skip',
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}
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agent._et.get_employee_id_for_user = AsyncMock(return_value=None)
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agent._et.get_expense_products = AsyncMock(return_value=[])
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result = await agent._act({})
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assert result == []
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assert any('No employee record' in e for e in agent._escalations_list)
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# ---------------------------------------------------------------------------
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# _parse_receipt_text — LLM extraction path
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# ---------------------------------------------------------------------------
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@pytest.mark.asyncio
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async def test_parse_plain_ocr_text_uses_llm():
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"""Plain OCR text should go through the LLM extraction path."""
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agent = _make_agent()
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llm_resp = MagicMock()
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llm_resp.content = '{"vendor":"Acme","amount":9.99,"date":"2026-05-09","time":null,"product_name":"Meals"}'
|
|
agent._llm.submit = AsyncMock(return_value=llm_resp)
|
|
|
|
result = await agent._parse_receipt_text(
|
|
'Acme Store\nTotal: $9.99', 'receipt.jpg',
|
|
expense_products=[{'id': 1, 'name': 'Meals'}],
|
|
)
|
|
assert result['vendor'] == 'Acme'
|
|
assert result['amount'] == 9.99
|
|
agent._llm.submit.assert_called_once()
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# parse_upload — receipt_parser.py
|
|
# ---------------------------------------------------------------------------
|
|
|
|
from agent_service.tools.receipt_parser import parse_upload
|
|
|
|
|
|
class TestParseUpload:
|
|
def test_text_file_parsed(self):
|
|
results = parse_upload('receipt.txt', b'Acme Store\nTotal: $10.00')
|
|
assert len(results) == 1
|
|
r = results[0]
|
|
assert r['filename'] == 'receipt.txt'
|
|
assert 'Acme Store' in r['text']
|
|
assert r['mimetype'] == 'text/plain'
|
|
assert r['sha256'] # hash present
|
|
|
|
def test_date_extracted_from_filename(self):
|
|
results = parse_upload('20260509_180857.jpg_compressed.JPEG', b'\xff\xd8\xff')
|
|
assert results[0]['date_from_name'] == '2026-05-09'
|
|
|
|
def test_no_date_in_plain_filename(self):
|
|
results = parse_upload('receipt.txt', b'text')
|
|
assert results[0]['date_from_name'] is None
|
|
|
|
def test_zip_extracted(self):
|
|
buf = io.BytesIO()
|
|
with zipfile.ZipFile(buf, 'w') as zf:
|
|
zf.writestr('receipt.txt', 'Vendor: Acme\nTotal: $5.00')
|
|
zf.writestr('other.txt', 'Another receipt')
|
|
results = parse_upload('bundle.zip', buf.getvalue())
|
|
assert len(results) == 2
|
|
filenames = {r['filename'] for r in results}
|
|
assert 'receipt.txt' in filenames
|
|
assert 'other.txt' in filenames
|
|
|
|
def test_zip_skips_directories(self):
|
|
buf = io.BytesIO()
|
|
with zipfile.ZipFile(buf, 'w') as zf:
|
|
zf.writestr('subdir/', '') # directory entry
|
|
zf.writestr('subdir/file.txt', 'content')
|
|
results = parse_upload('bundle.zip', buf.getvalue())
|
|
assert len(results) == 1
|
|
assert results[0]['filename'] == 'file.txt'
|
|
|
|
def test_empty_zip_returns_empty(self):
|
|
buf = io.BytesIO()
|
|
with zipfile.ZipFile(buf, 'w'):
|
|
pass
|
|
results = parse_upload('empty.zip', buf.getvalue())
|
|
assert results == []
|
|
|
|
def test_sha256_is_consistent(self):
|
|
data = b'some receipt bytes'
|
|
r1 = parse_upload('a.txt', data)[0]
|
|
r2 = parse_upload('b.txt', data)[0]
|
|
assert r1['sha256'] == r2['sha256']
|
|
|
|
def test_b64_decodes_to_original(self):
|
|
data = b'receipt content here'
|
|
result = parse_upload('r.txt', data)[0]
|
|
assert base64.b64decode(result['b64']) == data
|
|
|
|
|
|
# ---------------------------------------------------------------------------
|
|
# _text_to_html — ab_ai_mail.py
|
|
# ---------------------------------------------------------------------------
|
|
|
|
from agent_service.agents.expenses_agent import ExpensesAgent # already imported
|
|
|
|
# Import from Odoo addon directly
|
|
import sys, importlib
|
|
|
|
def _get_text_to_html():
|
|
"""Import _text_to_html without triggering Odoo module loading."""
|
|
import importlib.util, pathlib
|
|
path = pathlib.Path(__file__).parent.parent / 'addons' / 'activeblue_ai' / 'models' / 'ab_ai_mail.py'
|
|
spec = importlib.util.spec_from_file_location('ab_ai_mail', path)
|
|
mod = importlib.util.module_from_spec(spec)
|
|
# Stub out the odoo imports so the module loads without Odoo installed
|
|
sys.modules.setdefault('odoo', MagicMock())
|
|
sys.modules.setdefault('odoo.SUPERUSER_ID', MagicMock())
|
|
sys.modules.setdefault('markupsafe', __import__('markupsafe'))
|
|
spec.loader.exec_module(mod)
|
|
return mod._text_to_html
|
|
|
|
|
|
class TestTextToHtml:
|
|
@pytest.fixture(autouse=True)
|
|
def fn(self):
|
|
try:
|
|
self._fn = _get_text_to_html()
|
|
except Exception:
|
|
pytest.skip('ab_ai_mail could not be imported without Odoo environment')
|
|
|
|
def test_plain_text_unchanged(self):
|
|
result = str(self._fn('hello world'))
|
|
assert 'hello world' in result
|
|
|
|
def test_newline_becomes_br(self):
|
|
result = str(self._fn('line one\nline two'))
|
|
assert '<br>' in result
|
|
assert 'line one' in result
|
|
assert 'line two' in result
|
|
|
|
def test_html_special_chars_escaped(self):
|
|
result = str(self._fn('<script>alert("xss")</script>'))
|
|
assert '<script>' not in result
|
|
assert '<script>' in result
|
|
|
|
def test_ampersand_escaped(self):
|
|
result = str(self._fn('Layal Cafe & Banquet'))
|
|
assert '&' in result
|
|
|
|
def test_empty_string(self):
|
|
result = str(self._fn(''))
|
|
assert result == ''
|