Files
Odoo-Modules/fusion_accounting_bank_rec/tests/test_bank_rec_prompt.py
gsinghpal 2d099b2d0d feat(fusion_accounting_ai): bank_rec_prompt for AI re-rank step
Provider-agnostic system + user prompt builder for the confidence
scoring pipeline's Pass 3 (AI re-rank). Output contract is JSON with
"ranked" array; works with OpenAI, Claude, and local OpenAI-compatible
servers (LM Studio, Ollama).

Made-with: Cursor
2026-04-19 11:20:56 -04:00

93 lines
3.3 KiB
Python

"""Smoke tests for bank_rec_prompt module."""
from odoo.tests.common import TransactionCase, tagged
from odoo.addons.fusion_accounting_ai.services.prompts.bank_rec_prompt import (
SYSTEM_PROMPT,
build_prompt,
)
from odoo.addons.fusion_accounting_bank_rec.services.confidence_scoring import (
ScoredCandidate,
)
from . import _factories as f
@tagged('post_install', '-at_install')
class TestBankRecPrompt(TransactionCase):
def setUp(self):
super().setUp()
self.partner = self.env['res.partner'].create({'name': 'Prompt Test Partner'})
self.bank_line = f.make_bank_line(
self.env,
amount=1847.50,
partner=self.partner,
memo='RBC ETF DEP REF 4831',
)
self.scored = [
ScoredCandidate(
candidate_id=101,
confidence=0.92,
reasoning='Exact amount match',
score_amount_match=1.0,
score_partner_pattern=0.5,
score_precedent_similarity=0.85,
),
ScoredCandidate(
candidate_id=102,
confidence=0.71,
reasoning='Close amount',
score_amount_match=0.95,
score_partner_pattern=0.5,
score_precedent_similarity=0.6,
),
]
def test_system_prompt_requires_json_output(self):
self.assertIn('JSON', SYSTEM_PROMPT)
self.assertIn('"ranked"', SYSTEM_PROMPT)
def test_build_prompt_returns_tuple(self):
result = build_prompt(self.bank_line, self.scored)
self.assertEqual(len(result), 2)
system, user = result
self.assertIsInstance(system, str)
self.assertIsInstance(user, str)
def test_user_prompt_includes_bank_line_details(self):
_, user = build_prompt(self.bank_line, self.scored)
self.assertIn('1847.5', user)
self.assertIn('RBC ETF DEP REF 4831', user)
self.assertIn('Prompt Test Partner', user)
def test_user_prompt_includes_all_candidates(self):
_, user = build_prompt(self.bank_line, self.scored)
self.assertIn('candidate_id=101', user)
self.assertIn('candidate_id=102', user)
def test_user_prompt_omits_pattern_section_when_none(self):
_, user = build_prompt(self.bank_line, self.scored, pattern=None)
self.assertNotIn('PARTNER PATTERN', user)
def test_user_prompt_includes_pattern_section_when_provided(self):
pattern = f.make_pattern(self.env, partner=self.partner, reconcile_count=15)
_, user = build_prompt(self.bank_line, self.scored, pattern=pattern)
self.assertIn('PARTNER PATTERN', user)
self.assertIn('15', user)
def test_user_prompt_includes_precedents_when_provided(self):
from odoo.addons.fusion_accounting_bank_rec.services.precedent_lookup import (
PrecedentMatch,
)
precedents = [
PrecedentMatch(
precedent_id=1,
amount=1847.50,
memo_tokens='RBC,ETF',
matched_move_line_count=1,
similarity_score=0.95,
),
]
_, user = build_prompt(self.bank_line, self.scored, precedents=precedents)
self.assertIn('RECENT PRECEDENTS', user)
self.assertIn('0.95', user)