odoo-ai/tests/test_finance_agent.py

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({'type': 'overdue_summary'})
    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', {})