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gh-christianlouis-docuelevate/tests/test_api_classification_rules.py
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copilot-swe-agent[bot] df051e8b81 feat(classify): add rule-based document classification engine, task, and API
Implements the classify pipeline step with:
- Classification rules engine (app/utils/classification_rules.py) with
  pre-built categories (invoice, contract, receipt, letter, report,
  bank_statement, tax_document, insurance, payslip) and support for
  filename patterns, content keywords, and metadata matching rules
- Celery task (app/tasks/classify_document.py) that runs as a pipeline step
- CRUD API (app/api/classification_rules.py) for managing custom rules
- ClassificationRuleModel in app/models.py with migration 027
- Updated pipeline step config_schema and stage mapping
- Comprehensive tests for engine, API, and task

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-09 23:38:05 +00:00

291 lines
9.6 KiB
Python

"""Tests for the classification rules API endpoints.
Covers CRUD operations, validation, and access control for
``/api/classification-rules``.
"""
import pytest
from app.models import ClassificationRuleModel
# ---------------------------------------------------------------------------
# Helpers
# ---------------------------------------------------------------------------
def _make_rule(db_session, owner_id="anonymous", **overrides):
"""Insert a ClassificationRuleModel and return it."""
defaults = {
"owner_id": owner_id,
"name": "test_rule",
"category": "invoice",
"rule_type": "filename_pattern",
"pattern": r"(?i)invoice",
"priority": 0,
"case_sensitive": False,
"enabled": True,
}
defaults.update(overrides)
rule = ClassificationRuleModel(**defaults)
db_session.add(rule)
db_session.commit()
db_session.refresh(rule)
return rule
# ---------------------------------------------------------------------------
# Categories & Rule Types endpoints
# ---------------------------------------------------------------------------
@pytest.mark.unit
class TestCategoriesEndpoint:
"""Tests for GET /api/classification-rules/categories."""
def test_list_categories(self, client):
"""Should return a dict of built-in categories."""
r = client.get("/api/classification-rules/categories")
assert r.status_code == 200
data = r.json()
assert isinstance(data, dict)
assert "invoice" in data
assert "contract" in data
assert "receipt" in data
assert "unknown" in data
@pytest.mark.unit
class TestRuleTypesEndpoint:
"""Tests for GET /api/classification-rules/rule-types."""
def test_list_rule_types(self, client):
"""Should return a list of valid rule types."""
r = client.get("/api/classification-rules/rule-types")
assert r.status_code == 200
data = r.json()
assert isinstance(data, list)
assert len(data) == 3
type_values = {item["type"] for item in data}
assert "filename_pattern" in type_values
assert "content_keyword" in type_values
assert "metadata_match" in type_values
# ---------------------------------------------------------------------------
# CRUD Operations
# ---------------------------------------------------------------------------
@pytest.mark.integration
class TestClassificationRuleCRUD:
"""Full CRUD test-suite for classification rules."""
def test_list_rules_empty(self, client):
"""List returns an empty array when no rules exist."""
r = client.get("/api/classification-rules/")
assert r.status_code == 200
assert r.json() == []
def test_create_rule(self, client):
"""POST should create a new classification rule."""
r = client.post(
"/api/classification-rules/",
json={
"name": "My Invoice Rule",
"category": "invoice",
"rule_type": "filename_pattern",
"pattern": r"(?i)rechnung",
"priority": 10,
},
)
assert r.status_code == 201
data = r.json()
assert data["name"] == "My Invoice Rule"
assert data["category"] == "invoice"
assert data["rule_type"] == "filename_pattern"
assert data["priority"] == 10
assert data["enabled"] is True
assert data["id"] is not None
def test_create_rule_invalid_type_rejected(self, client):
"""Creating a rule with an invalid rule_type should be rejected."""
r = client.post(
"/api/classification-rules/",
json={
"name": "Bad Rule",
"category": "test",
"rule_type": "invalid_type",
"pattern": "test",
},
)
assert r.status_code == 400
def test_create_duplicate_name_rejected(self, client):
"""Creating two rules with the same name should be rejected."""
payload = {
"name": "Dupe Rule",
"category": "invoice",
"rule_type": "filename_pattern",
"pattern": "test",
}
r1 = client.post("/api/classification-rules/", json=payload)
assert r1.status_code == 201
r2 = client.post("/api/classification-rules/", json=payload)
assert r2.status_code == 409
def test_get_rule(self, client):
"""GET should return a specific rule by ID."""
create_resp = client.post(
"/api/classification-rules/",
json={
"name": "Get Test Rule",
"category": "contract",
"rule_type": "content_keyword",
"pattern": "agreement|terms",
},
)
rule_id = create_resp.json()["id"]
r = client.get(f"/api/classification-rules/{rule_id}")
assert r.status_code == 200
assert r.json()["name"] == "Get Test Rule"
assert r.json()["category"] == "contract"
def test_get_nonexistent_rule(self, client):
"""GET for a nonexistent rule should return 404."""
r = client.get("/api/classification-rules/99999")
assert r.status_code == 404
def test_update_rule(self, client):
"""PUT should update an existing rule."""
create_resp = client.post(
"/api/classification-rules/",
json={
"name": "Update Test",
"category": "receipt",
"rule_type": "filename_pattern",
"pattern": "receipt",
},
)
rule_id = create_resp.json()["id"]
r = client.put(
f"/api/classification-rules/{rule_id}",
json={"category": "invoice", "priority": 50},
)
assert r.status_code == 200
assert r.json()["category"] == "invoice"
assert r.json()["priority"] == 50
# Name should be unchanged
assert r.json()["name"] == "Update Test"
def test_update_nonexistent_rule(self, client):
"""PUT for a nonexistent rule should return 404."""
r = client.put("/api/classification-rules/99999", json={"category": "test"})
assert r.status_code == 404
def test_update_invalid_rule_type_rejected(self, client):
"""PUT with an invalid rule_type should be rejected."""
create_resp = client.post(
"/api/classification-rules/",
json={
"name": "Invalid Update",
"category": "test",
"rule_type": "filename_pattern",
"pattern": "test",
},
)
rule_id = create_resp.json()["id"]
r = client.put(
f"/api/classification-rules/{rule_id}",
json={"rule_type": "bad_type"},
)
assert r.status_code == 400
def test_delete_rule(self, client):
"""DELETE should remove the rule."""
create_resp = client.post(
"/api/classification-rules/",
json={
"name": "Delete Test",
"category": "test",
"rule_type": "content_keyword",
"pattern": "test",
},
)
rule_id = create_resp.json()["id"]
r = client.delete(f"/api/classification-rules/{rule_id}")
assert r.status_code == 204
# Verify it's gone
r2 = client.get(f"/api/classification-rules/{rule_id}")
assert r2.status_code == 404
def test_delete_nonexistent_rule(self, client):
"""DELETE for a nonexistent rule should return 404."""
r = client.delete("/api/classification-rules/99999")
assert r.status_code == 404
def test_list_rules_after_create(self, client):
"""List should return created rules."""
client.post(
"/api/classification-rules/",
json={
"name": "List Rule 1",
"category": "invoice",
"rule_type": "filename_pattern",
"pattern": "test1",
},
)
client.post(
"/api/classification-rules/",
json={
"name": "List Rule 2",
"category": "contract",
"rule_type": "content_keyword",
"pattern": "test2",
},
)
r = client.get("/api/classification-rules/")
assert r.status_code == 200
assert len(r.json()) == 2
def test_create_rule_with_all_fields(self, client):
"""Create a rule providing all optional fields."""
r = client.post(
"/api/classification-rules/",
json={
"name": "Full Rule",
"category": "tax_document",
"rule_type": "metadata_match",
"pattern": "department=finance",
"priority": 100,
"case_sensitive": True,
"enabled": False,
},
)
assert r.status_code == 201
data = r.json()
assert data["case_sensitive"] is True
assert data["enabled"] is False
assert data["priority"] == 100
def test_create_rule_defaults(self, client):
"""Create a rule with minimal fields to test defaults."""
r = client.post(
"/api/classification-rules/",
json={
"name": "Minimal Rule",
"category": "invoice",
"rule_type": "filename_pattern",
"pattern": "test",
},
)
assert r.status_code == 201
data = r.json()
assert data["priority"] == 0
assert data["case_sensitive"] is False
assert data["enabled"] is True