Files
odoo-ai/tests/test_finance_agent.py
2026-05-20 04:00:45 +00:00

135 lines
4.5 KiB
Python

import pytest
from unittest.mock import AsyncMock, MagicMock, patch
from agent_service.agents.finance_agent import FinanceAgent, FINANCE_TOOLS
from agent_service.agents.base_agent import AgentDirective, AgentReport, SweepReport
from agent_service.llm.llm_types import LLMResponse
@pytest.fixture
def mock_ft():
ft = MagicMock()
ft.get_overdue_invoices = AsyncMock(return_value=[
{'id': 1, 'partner_name': 'ACME Corp', 'amount_residual': 5000.0, 'days_overdue': 45},
{'id': 2, 'partner_name': 'BigCo', 'amount_residual': 120000.0, 'days_overdue': 95},
])
ft.get_financial_summary = AsyncMock(return_value={
'total_invoiced': 200000.0, 'collection_rate': 75.0,
})
ft.get_invoices = AsyncMock(return_value=[])
ft.send_payment_reminder = AsyncMock(return_value=True)
ft.flag_for_review = AsyncMock(return_value=True)
ft.post_chatter_note = AsyncMock(return_value=True)
ft.get_payment_history = AsyncMock(return_value=[])
return ft
@pytest.fixture
def agent(mock_odoo, mock_llm):
a = FinanceAgent(odoo=mock_odoo, llm=mock_llm)
return a
def test_finance_agent_has_8_tools():
assert len(FINANCE_TOOLS) == 8
def test_finance_agent_name():
assert FinanceAgent.name == 'finance_agent'
def test_finance_agent_hipaa_domain():
from agent_service.llm.llm_router import HIPAA_LOCKED_AGENTS
assert 'finance_agent' in HIPAA_LOCKED_AGENTS
@pytest.mark.asyncio
async def test_plan_overdue_intent(agent, mock_ft):
agent._ft = mock_ft
directive = AgentDirective(
directive_id='d1', user_id='1', intent='show overdue invoices',
context={}, agent_name='finance_agent',
)
plan = await agent._plan(directive)
assert plan['fetch_overdue'] is True
@pytest.mark.asyncio
async def test_plan_send_reminders(agent, mock_ft):
agent._ft = mock_ft
directive = AgentDirective(
directive_id='d2', user_id='1', intent='send payment reminders to overdue customers',
context={}, agent_name='finance_agent',
)
plan = await agent._plan(directive)
assert plan['send_reminders'] is True
@pytest.mark.asyncio
async def test_gather_fetches_overdue(agent, mock_ft):
agent._ft = mock_ft
agent._plan_result = {'fetch_overdue': True, 'fetch_summary': False,
'fetch_invoices': False, 'partner_id': None, 'period': 'this_month'}
data = await agent._gather({})
assert 'overdue' in data
mock_ft.get_overdue_invoices.assert_awaited_once()
@pytest.mark.asyncio
async def test_reason_flags_90_day_invoices(agent, mock_ft):
agent._ft = mock_ft
agent._gathered_data = {
'overdue': [
{'id': 2, 'partner_name': 'BigCo', 'amount_residual': 120000.0, 'days_overdue': 95},
],
}
analysis = await agent._reason({})
assert len(analysis['flags']) == 1
assert analysis['flags'][0]['invoice_id'] == 2
@pytest.mark.asyncio
async def test_reason_escalates_high_overdue(agent, mock_ft):
agent._ft = mock_ft
agent._gathered_data = {
'overdue': [{'id': 1, 'amount_residual': 60000.0, 'days_overdue': 5, 'partner_name': 'X'}],
}
analysis = await agent._reason({})
assert any('60000' in e or '60' in e for e in analysis['escalations'])
@pytest.mark.asyncio
async def test_report_includes_summary(agent, mock_ft):
agent._ft = mock_ft
agent._gathered_data = {'summary': {'total_invoiced': 100000.0, 'collection_rate': 80.0}}
agent._actions_taken = []
agent._escalations_list = []
agent._recommendations = []
report = await agent._report({'analysis': {'overdue_count': 0}})
assert isinstance(report, AgentReport)
assert '100000' in report.summary or '80' in report.summary
@pytest.mark.asyncio
async def test_sweep_returns_findings(agent, mock_ft):
agent._ft = mock_ft
mock_ft.get_overdue_invoices = AsyncMock(return_value=[
{'id': 3, 'partner_name': 'OldDebt', 'amount_residual': 2000.0, 'days_overdue': 65},
])
result = await agent.sweep()
assert isinstance(result, SweepReport)
assert len(result.findings) == 1
@pytest.mark.asyncio
async def test_handle_peer_request_overdue_summary(agent, mock_ft):
agent._ft = mock_ft
result = await agent.handle_peer_request('overdue_summary', {}, 'dir-1')
assert 'overdue_count' in result
@pytest.mark.asyncio
async def test_dispatch_tool_unknown_raises(agent, mock_ft):
agent._ft = mock_ft
with pytest.raises(ValueError, match='Unknown tool'):
await agent._dispatch_tool('nonexistent', {})