DriftLedger/tests/categories.test.ts

import { describe, expect, it } from 'vitest';
import { filterByType, getSubCategories, getTopLevelCategories, matchCategory, resolveCategoryAccount, type Category } from '../src/domain/taxonomy/categories';
import { classifyWithCategories, resolveSourceAccount } from '../src/domain/rules/rules';
import { extractTagNames, isValidTagName, resolveTagsByName, tagsToBeanSyntax, type Tag } from '../src/domain/taxonomy/tags';
import { parseLedger } from '../src/domain/core/ledger';
import { importStatement } from '../src/domain/pipeline/statements';
import type { ImportedEvent } from '../src/domain/core/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');
  });
});

describe('resolveSourceAccount（账户名规范化与去空格）', () => {
  it('正确过滤并替换支付方式中的括号和空格为连字符', () => {
    const event: ImportedEvent = {
      id: 'e1',
      occurredAt: '2026-07-21 12:00:00',
      amount: '-10.00',
      currency: 'CNY',
      direction: 'expense',
      counterparty: '商户',
      memo: '备注',
      raw: {
        '收付款方式': '招商银行 信用卡(1234)'
      }
    };
    const acct = resolveSourceAccount(event);
    expect(acct).toBe('Liabilities:招商银行-信用卡-1234');
  });

  it('保留普通合法字符，替换多个空格和连字符', () => {
    const event: ImportedEvent = {
      id: 'e2',
      occurredAt: '2026-07-21 12:00:00',
      amount: '-10.00',
      currency: 'CNY',
      direction: 'expense',
      counterparty: '商户',
      memo: '备注',
      raw: {
        '支付方式': ' 建设银行   储蓄卡 '
      }
    };
    const acct = resolveSourceAccount(event);
    expect(acct).toBe('Assets:建设银行-储蓄卡');
  });
});