"""Routing policy: templates / Ollama vs document RAG.""" from __future__ import annotations from app.saas.chat_router import is_ollama_concept, needs_document_grounding, route_chat from app.saas.finance_intent import classify_finance_intent def test_smalltalk_never_uses_docs(): for q in ("hi", "how are you", "thanks", "bye", "how's it going"): r = route_chat(q) assert not r.use_docs, q assert r.target.startswith("template_"), (q, r.target) def test_math_is_calculator(): r = route_chat("What is 12*8?") assert r.target == "calculator" assert not r.use_docs def test_statement_field_and_credits_route_to_docs(): for q in ( "what is the state account branch number?", "what is the branch code?", "what is my IFSC?", "how many credits were made?", "how many credits were ,ade?", ): r = route_chat(q) assert r.use_docs, (q, r) assert r.target == "structured_or_rag", (q, r) assert classify_finance_intent(q) in {"statement_summary", "payment_count"}, q def test_concepts_still_ollama(): for q in ( "What is EBITDA?", "Explain depreciation", "What is a balance sheet?", "Difference between GAAP and IFRS", ): assert is_ollama_concept(q), q r = route_chat(q) assert r.target == "ollama_concept", (q, r.target) assert not r.use_docs assert r.use_ollama def test_personal_spend_uses_docs(): for q in ( "How much did I spend?", "How much spent on grocery?", "Paid to Blinkit", "Spend on 16 July", "Show my biggest expenses", ): r = route_chat(q) assert r.use_docs, (q, r) assert r.target == "structured_or_rag", (q, r.target) assert r.primary_intent == "document_lookup", (q, r) def test_kb_metadata_not_content_summary(): for q in ( "Tell me about the knowledge base", "how many documents do I have?", "what is the filename?", "how many pages are indexed?", ): r = route_chat(q) assert r.primary_intent == "document_metadata", (q, r) assert r.target == "kb_metadata", (q, r) assert r.use_docs is True assert r.use_ollama is False def test_five_primary_intents(): from app.saas.intent_router import classify_primary_intent assert classify_primary_intent("hi").intent == "conversational" assert classify_primary_intent("What is 12*8?").intent == "calculation" assert classify_primary_intent("What is EBITDA?").intent == "general_knowledge" assert classify_primary_intent("how many documents do I have?").intent == "document_metadata" assert classify_primary_intent("How much did I spend?").intent == "document_lookup" assert classify_primary_intent("what if I cut spending by 20%?").intent == "calculation" def test_typo_greeting_kello(): from app.rag.chain import _detect_intent, _likely_greeting assert _likely_greeting("kello") assert _detect_intent("KELLO") == "greeting" r = route_chat("KELLO") assert r.target == "template_greeting" assert not r.use_docs def test_typo_greeting_hi_bracket(): from app.rag.chain import _detect_intent from app.saas.chat_router import route_chat assert _detect_intent("hi]") == "greeting" r = route_chat("hi]") assert r.target == "template_greeting" assert not r.use_docs def test_payments_on_date_is_date_lookup(): q = "did i make any payments on 1 august" assert classify_finance_intent(q) == "date_lookup" r = route_chat(q) assert r.use_docs assert r.finance_intent == "date_lookup" def test_spend_after_date_is_not_follow_up(): from app.saas.conversation import classify_conversational_intent assert classify_conversational_intent("How much did I spend?", has_history=True) == "new_question" assert classify_conversational_intent("How much spent on grocery?", has_history=True) == "new_question" assert classify_finance_intent("How much spent on grocery?") == "category_spending" def test_compound_help_question_uses_docs_path_for_capability(): q = "how can you help me, what do you know" r = route_chat(q) assert r.target == "template_help", r assert not r.use_docs def test_statement_period_uses_docs_not_ollama(): q = "What is the statement period?" r = route_chat(q) assert r.use_docs, r assert r.target == "structured_or_rag", r assert r.finance_intent == "statement_summary" def test_vague_and_personal_never_use_docs(): for q in ( "complete?", "ok", "my name is toby", "what is my name?", "yo", ): r = route_chat(q) assert not r.use_docs, (q, r) assert r.target.startswith("template_"), (q, r.target) def test_which_statement_uses_docs_inventory(): from app.saas.knowledge_state import is_kb_meta_question q = "which statement?" assert is_kb_meta_question(q) r = route_chat(q) assert r.use_docs assert r.target == "kb_metadata" assert r.primary_intent == "document_metadata" assert r.finance_intent == "document_qa" def test_help_analyse_routes_to_docs(): r = route_chat("help me analyse the pdf") assert r.target == "structured_or_rag", r assert r.use_docs assert classify_finance_intent("help me analyse the pdf") == "statement_summary" def test_name_from_statement_not_overview_dump(): q = "this is my bank statement, what do you think my name is" assert classify_finance_intent(q) == "statement_summary" from app.saas.finance_intent import is_statement_identity_question assert is_statement_identity_question(q) r = route_chat(q) assert r.use_docs assert r.target == "structured_or_rag" def test_bank_name_and_today_and_pdf_concept(): from app.saas.chat_router import is_today_date_question, is_ollama_concept from app.saas.finance_intent import is_statement_field_question, is_profit_loss_question assert is_statement_field_question("what is my bank name?") assert route_chat("what is my bank name?").use_docs assert is_today_date_question("what is the date todat") assert route_chat("what is the date todat").target == "template_today" assert classify_finance_intent("what is a pdf") == "general" assert is_ollama_concept("what is a pdf") assert route_chat("what is a pdf").target == "ollama_concept" assert is_profit_loss_question("by looking at my bank statement do you think im in profit or loss") assert route_chat("by looking at my bank statement do you think im in profit or loss").use_docs def test_casual_checkins_not_full_welcome(): for q in ("yo", "wassup", "sup", "whats up"): r = route_chat(q) assert r.use_docs is False, (q, r) assert r.target == "template_how_are_you", (q, r) def test_assistant_meta_skips_rag(): for q in ( "who are you?", "what can you do?", "tell me about the bot", "tell me about yourself", ): r = route_chat(q) assert r.use_docs is False, (q, r) assert r.target in {"template_help", "template_clarify", "ollama_concept"}, (q, r) assert r.target == "template_help", (q, r) def test_self_intro_and_name_recall(): from app.saas.chat_router import is_ask_my_name, is_ask_first_question, is_self_intro from app.saas.conversation import get_session_display_name, set_session_display_name from app.saas.intent_router import is_kb_tech_concept_question assert is_self_intro("my name is toby") == "Toby" assert is_self_intro("im harry") == "Harry" assert is_self_intro("i'm harry") == "Harry" assert route_chat("im harry").target == "template_personal" assert is_kb_tech_concept_question("what is indexing") assert not is_kb_tech_concept_question("what is a stock market index") assert is_ask_my_name("what is my name?") assert is_ask_first_question("what was my first question?") assert route_chat("what was my first question?").target == "template_personal" set_session_display_name("sess-name", "Toby") assert get_session_display_name("sess-name") == "Toby" def test_suggest_followups_adapt_to_intent(): from app.saas.assistant_policy import suggest_followups spend = suggest_followups(finance_intent="spending_summary", has_statement=True, has_docs=True) overview = suggest_followups(finance_intent="statement_summary", has_statement=True, has_docs=True) assert spend assert overview assert spend != overview or spend[0] != overview[0]