import { describe, expect, it } from 'vitest'; import { filterByType, getSubCategories, getTopLevelCategories, matchCategory, resolveCategoryAccount, type Category } from '../src/domain/categories'; import { classifyWithCategories } from '../src/domain/rules'; import { extractTagNames, isValidTagName, resolveTagsByName, tagsToBeanSyntax, type Tag } from '../src/domain/tags'; import { parseLedger } from '../src/domain/ledger'; import { importStatement } from '../src/domain/statements'; import type { ImportedEvent } from '../src/domain/types'; const ledger = parseLedger([{ path: 'main.bean', content: '2026-01-01 open Assets:Alipay CNY\n2026-01-01 open Expenses:Food CNY\n2026-01-01 open Expenses:Uncategorized CNY\n2026-01-01 open Income:Uncategorized CNY\n' }]); const expenseCats: Category[] = [ { id: 'food', name: '餐饮', type: 'expense', linkedAccount: 'Expenses:Food', keywords: ['餐', '饭', '咖啡', '食'] }, { id: 'transport', name: '交通', type: 'expense', linkedAccount: 'Expenses:Transport', keywords: ['打车', '地铁', '公交'] }, { id: 'other', name: '其他', type: 'expense', linkedAccount: 'Expenses:Uncategorized', keywords: [] }, ]; const incomeCats: Category[] = [ { id: 'salary', name: '工资', type: 'income', linkedAccount: 'Income:Salary', keywords: ['工资', '薪'] }, { id: 'other-i', name: '其他', type: 'income', linkedAccount: 'Income:Uncategorized', keywords: [] }, ]; describe('matchCategory', () => { it('精确匹配(分类名等于文本)', () => { const m = matchCategory('餐饮', expenseCats); expect(m.category?.id).toBe('food'); expect(m.matchedBy).toBe('exact'); }); it('关键词匹配', () => { const m = matchCategory('星巴克咖啡', expenseCats); expect(m.category?.id).toBe('food'); expect(m.matchedBy).toBe('keyword'); }); it('模糊匹配(包含关系)', () => { const cats = [{ id: 'x', name: '咖啡店', type: 'expense' as const, linkedAccount: 'Expenses:Food', keywords: [] }]; const m = matchCategory('某咖啡店分店', cats); expect(m.category?.id).toBe('x'); expect(m.matchedBy).toBe('fuzzy'); }); it('未匹配时兜底到"其他"', () => { const m = matchCategory('完全无关的文本', expenseCats); expect(m.category?.id).toBe('other'); expect(m.matchedBy).toBe('fallback'); }); it('空文本返回 none', () => { const m = matchCategory(' ', expenseCats); expect(m.category).toBeNull(); expect(m.matchedBy).toBe('none'); }); }); describe('resolveCategoryAccount(双轨制核心)', () => { it('linkedAccount 存在时返回该账户', () => { const r = resolveCategoryAccount(expenseCats[0], 'expense', ledger); expect(r.account).toBe('Expenses:Food'); expect(r.valid).toBe(true); }); it('linkedAccount 不存在时不降级,返回原始账户', () => { const r = resolveCategoryAccount(expenseCats[1], 'expense', ledger); // Transport 未 open expect(r.account).toBe('Expenses:Transport'); expect(r.valid).toBe(false); expect(r.fallbackReason).toContain('尚未开户'); }); it('category 为 null 时使用未分类兜底', () => { const r = resolveCategoryAccount(null, 'income', ledger); expect(r.account).toBe('Income:未分类'); expect(r.valid).toBe(false); }); it('收入类型未匹配时兜底 Income:未分类', () => { const r = resolveCategoryAccount(null, 'income', ledger); expect(r.account).toBe('Income:未分类'); }); }); describe('classifyWithCategories(双轨制记账)', () => { it('规则命中时优先用规则的 categoryAccount', () => { const [event] = importStatement('交易时间,金额(元),收/支,交易对方,交易订单号\n2026-02-01,25.50,支出,咖啡店,A1', 'alipay-csv-v1'); const result = classifyWithCategories(event, [{ id: 'coffee', priority: 10, counterpartyContains: '咖啡', sourceAccount: 'Assets:Alipay', categoryAccount: 'Expenses:Food', hits: 0 }], expenseCats, ledger); expect(result.ruleId).toBe('coffee'); expect(result.draft.postings[1].account).toBe('Expenses:Food'); }); it('规则未命中时用分类库匹配(关键词)', () => { const [event] = importStatement('交易时间,金额(元),收/支,交易对方,交易订单号\n2026-02-01,30,支出,麦当劳快餐,A2', 'alipay-csv-v1'); const result = classifyWithCategories(event, [], expenseCats, ledger); expect(result.ruleId).toBeUndefined(); expect(result.categoryId).toBe('food'); // 关键词"餐"命中 expect(result.draft.postings[1].account).toBe('Expenses:Food'); }); it('分类匹配但 linkedAccount 未开户时不降级', () => { const [event] = importStatement('交易时间,金额(元),收/支,交易对方,交易订单号\n2026-02-01,15,支出,打车滴滴,A3', 'alipay-csv-v1'); const result = classifyWithCategories(event, [], expenseCats, ledger); // 交通分类命中,Expenses:Transport 未 open,但不降级,保留真实账户 expect(result.categoryId).toBe('transport'); expect(result.draft.postings[1].account).toBe('Expenses:Transport'); expect(result.categoryFallbackReason).toContain('尚未开户'); expect(result.confidence).toBe('low'); }); it('完全未匹配时兜底到其他分类', () => { const [event] = importStatement('交易时间,金额(元),收/支,交易对方,交易订单号\n2026-02-01,99,支出,未知商户,A4', 'alipay-csv-v1'); const result = classifyWithCategories(event, [], expenseCats, ledger); // 未匹配到具体分类,兜底到 expenseCats 中的 'other' 分类 expect(result.draft.postings[1].account).toBe('Expenses:Uncategorized'); }); it('收入方向用收入分类', () => { const event: ImportedEvent = { id: 'test1', occurredAt: '2026-02-01', amount: '5000', currency: 'CNY', direction: 'income', counterparty: '公司', memo: '工资', raw: {}, }; const result = classifyWithCategories(event, [], incomeCats, ledger); expect(result.categoryId).toBe('salary'); expect(result.draft.postings[1].account).toBe('Income:Salary'); // Income:Salary 未 open 但不降级,保留真实账户 }); it('回归:raw 中有支付方式时正确解析资金来源账户', () => { const event: ImportedEvent = { id: 'pkg1', occurredAt: '2026-07-15', amount: '-718.07', currency: 'CNY', direction: 'expense', counterparty: '', memo: 'OCR 退化解析', raw: { packageName: 'com.eg.android.AlipayGphone', '收/付款方式': '余额宝' }, }; const result = classifyWithCategories(event, [], expenseCats, ledger); expect(result.draft.postings[0].account).toBe('Assets:余额宝'); }); it('回归:无支付方式时兜底 Assets:Unknown', () => { const event: ImportedEvent = { id: 'pkg2', occurredAt: '2026-07-15', amount: '-50', currency: 'CNY', direction: 'expense', counterparty: '', memo: '', raw: {}, }; const result = classifyWithCategories(event, [], expenseCats, ledger); expect(result.draft.postings[0].account).toBe('Assets:Unknown'); }); it('智能还款匹配:还款且包含花呗或信用卡时自动解析为 Liabilities 账户', () => { // 1. 花呗还款 const event1: ImportedEvent = { id: 'repay1', occurredAt: '2026-07-16', amount: '-1898.34', currency: 'CNY', direction: 'expense', counterparty: '还款', memo: '花呗主动还款', raw: { text: '还款成功\n还款到 花呗' }, }; const result1 = classifyWithCategories(event1, [], expenseCats, ledger); expect(result1.draft.postings[1].account).toBe('Liabilities:支付宝花呗'); // 2. 信用卡还款 const event2: ImportedEvent = { id: 'repay2', occurredAt: '2026-07-16', amount: '-1000', currency: 'CNY', direction: 'expense', counterparty: '招商银行信用卡(2586)', memo: '还款', raw: { text: '还款成功\n招商银行信用卡(2586)' }, }; const result2 = classifyWithCategories(event2, [], expenseCats, ledger); expect(result2.draft.postings[1].account).toBe('Liabilities:招商银行信用卡-2586'); }); }); describe('分类工具函数', () => { const all = [...expenseCats, ...incomeCats, { id: 'food-lunch', name: '午餐', type: 'expense' as const, parentId: 'food', linkedAccount: 'Expenses:Food', keywords: [] }]; it('filterByType', () => { expect(filterByType(all, 'expense')).toHaveLength(4); expect(filterByType(all, 'income')).toHaveLength(2); }); it('getTopLevelCategories(无 parentId)', () => { expect(getTopLevelCategories(all)).toHaveLength(5); }); it('getSubCategories', () => { expect(getSubCategories(all, 'food')).toHaveLength(1); expect(getSubCategories(all, 'food')[0].id).toBe('food-lunch'); }); }); describe('tags(标签序列化)', () => { it('isValidTagName', () => { expect(isValidTagName('food')).toBe(true); expect(isValidTagName('lunch-1')).toBe(true); expect(isValidTagName('餐饮')).toBe(false); // 中文不符合 \w expect(isValidTagName('')).toBe(false); expect(isValidTagName('a b')).toBe(false); // 空格 }); it('tagsToBeanSyntax 序列化为 #tag', () => { const tags: Tag[] = [{ id: 't1', name: 'food', color: '#f00' }, { id: 't2', name: 'lunch', color: '#0f0' }]; expect(tagsToBeanSyntax(tags)).toBe(' #food #lunch'); }); it('tagsToBeanSyntax 过滤非法名', () => { const tags: Tag[] = [{ id: 't1', name: 'food', color: '' }, { id: 't2', name: '非法 名', color: '' }]; expect(tagsToBeanSyntax(tags)).toBe(' #food'); }); it('extractTagNames 从 narration 提取', () => { expect(extractTagNames('冰美式 #food #lunch')).toEqual(['food', 'lunch']); expect(extractTagNames('无标签的备注')).toEqual([]); }); it('resolveTagsByName 从库匹配', () => { const all: Tag[] = [{ id: 't1', name: 'food', color: '#f00' }]; const resolved = resolveTagsByName(['food', 'unknown'], all); expect(resolved).toHaveLength(1); expect(resolved[0].name).toBe('food'); }); });