ht-docker-ai/test/test.bankstatements.minicpm.ts

/**
 * Bank statement extraction using MiniCPM-V via smartagent DualAgentOrchestrator
 *
 * Uses vision-capable orchestrator with JsonValidatorTool for self-validation:
 * 1. Process each page with the orchestrator
 * 2. Driver extracts transactions and validates JSON before completing
 * 3. Streaming output during extraction
 */
import { tap, expect } from '@git.zone/tstest/tapbundle';
import * as fs from 'fs';
import * as path from 'path';
import { execSync } from 'child_process';
import * as os from 'os';
import { ensureMiniCpm } from './helpers/docker.js';
import { SmartAi } from '@push.rocks/smartai';
import { DualAgentOrchestrator, JsonValidatorTool } from '@push.rocks/smartagent';

const OLLAMA_URL = 'http://localhost:11434';
const MODEL = 'openbmb/minicpm-v4.5:q8_0';

interface ITransaction {
  date: string;
  counterparty: string;
  amount: number;
}

// SmartAi instance and orchestrator (initialized in setup)
let smartAi: SmartAi;
let orchestrator: DualAgentOrchestrator;

/**
 * Convert PDF to PNG images using ImageMagick
 */
function convertPdfToImages(pdfPath: string): string[] {
  const tempDir = fs.mkdtempSync(path.join(os.tmpdir(), 'pdf-convert-'));
  const outputPattern = path.join(tempDir, 'page-%d.png');

  try {
    execSync(
      `convert -density 300 -quality 100 "${pdfPath}" -background white -alpha remove "${outputPattern}"`,
      { stdio: 'pipe' }
    );

    const files = fs.readdirSync(tempDir).filter((f: string) => f.endsWith('.png')).sort();
    const images: string[] = [];

    for (const file of files) {
      const imagePath = path.join(tempDir, file);
      const imageData = fs.readFileSync(imagePath);
      images.push(imageData.toString('base64'));
    }

    return images;
  } finally {
    fs.rmSync(tempDir, { recursive: true, force: true });
  }
}

const EXTRACTION_PROMPT = `Extract ALL transactions from this bank statement page as a JSON array.

IMPORTANT RULES:
1. Each transaction has: date, counterparty (description), and an amount
2. Amount is NEGATIVE for money going OUT (debits, payments, withdrawals)
3. Amount is POSITIVE for money coming IN (credits, deposits, refunds)
4. Date format: YYYY-MM-DD
5. Do NOT include: opening balance, closing balance, subtotals, headers, or summary rows
6. Only include actual transactions with a specific date and amount

Before completing, validate your JSON output:

<tool_call>
  <tool>json</tool>
  <action>validate</action>
  <params>{"jsonString": "YOUR_JSON_ARRAY_HERE"}</params>
</tool_call>

Output format (must be a valid JSON array):
[
  {"date": "2021-06-01", "counterparty": "COMPANY NAME", "amount": -25.99},
  {"date": "2021-06-02", "counterparty": "DEPOSIT FROM", "amount": 100.00}
]

Only complete after validation passes. Output the final JSON array in <task_complete> tags.`;

/**
 * Parse amount from various formats
 */
function parseAmount(value: unknown): number {
  if (typeof value === 'number') return value;
  if (typeof value !== 'string') return 0;

  let s = value.replace(/[€$£\s]/g, '').replace('−', '-').replace('–', '-');
  // European format: comma is decimal
  if (s.includes(',') && s.indexOf(',') > s.lastIndexOf('.')) {
    s = s.replace(/\./g, '').replace(',', '.');
  } else {
    s = s.replace(/,/g, '');
  }
  return parseFloat(s) || 0;
}

/**
 * Extract JSON from response (handles markdown code blocks and task_complete tags)
 */
function extractJsonFromResponse(response: string): unknown[] | null {
  // Try to find JSON in task_complete tags
  const completeMatch = response.match(/<task_complete>([\s\S]*?)<\/task_complete>/);
  if (completeMatch) {
    const content = completeMatch[1].trim();
    // Try to find JSON in the content
    const codeBlockMatch = content.match(/```(?:json)?\s*([\s\S]*?)```/);
    const jsonStr = codeBlockMatch ? codeBlockMatch[1].trim() : content;
    try {
      const parsed = JSON.parse(jsonStr);
      if (Array.isArray(parsed)) return parsed;
    } catch {
      // Try to find JSON array pattern
      const jsonMatch = jsonStr.match(/\[[\s\S]*\]/);
      if (jsonMatch) {
        try {
          const parsed = JSON.parse(jsonMatch[0]);
          if (Array.isArray(parsed)) return parsed;
        } catch {
          return null;
        }
      }
    }
  }

  // Try to find JSON in markdown code block
  const codeBlockMatch = response.match(/```(?:json)?\s*([\s\S]*?)```/);
  const jsonStr = codeBlockMatch ? codeBlockMatch[1].trim() : response.trim();

  try {
    const parsed = JSON.parse(jsonStr);
    if (Array.isArray(parsed)) return parsed;
  } catch {
    // Try to find JSON array pattern
    const jsonMatch = jsonStr.match(/\[[\s\S]*\]/);
    if (jsonMatch) {
      try {
        const parsed = JSON.parse(jsonMatch[0]);
        if (Array.isArray(parsed)) return parsed;
      } catch {
        return null;
      }
    }
  }
  return null;
}

/**
 * Parse JSON response into transactions
 */
function parseJsonToTransactions(response: string): ITransaction[] {
  const parsed = extractJsonFromResponse(response);
  if (!parsed || !Array.isArray(parsed)) return [];

  return parsed.map((tx: any) => ({
    date: String(tx.date || ''),
    counterparty: String(tx.counterparty || tx.description || ''),
    amount: parseAmount(tx.amount),
  }));
}

/**
 * Extract transactions from a single page using smartagent orchestrator
 */
async function extractTransactionsFromPage(image: string, pageNum: number): Promise<ITransaction[]> {
  console.log(`\n    ======== Page ${pageNum} ========`);

  const startTime = Date.now();

  const result = await orchestrator.run(EXTRACTION_PROMPT, { images: [image] });

  const elapsed = ((Date.now() - startTime) / 1000).toFixed(1);
  console.log(`\n    [Page ${pageNum}] Completed in ${elapsed}s (${result.iterations} iterations, status: ${result.status})`);

  const transactions = parseJsonToTransactions(result.result);

  console.log(`    [Page ${pageNum}] Extracted ${transactions.length} transactions:`);
  for (let i = 0; i < Math.min(transactions.length, 10); i++) {
    const tx = transactions[i];
    console.log(`      ${(i + 1).toString().padStart(2)}. ${tx.date} | ${tx.counterparty.substring(0, 30).padEnd(30)} | ${tx.amount >= 0 ? '+' : ''}${tx.amount.toFixed(2)}`);
  }
  if (transactions.length > 10) {
    console.log(`      ... and ${transactions.length - 10} more transactions`);
  }

  return transactions;
}

/**
 * Extract all transactions from bank statement
 */
async function extractTransactions(images: string[]): Promise<ITransaction[]> {
  console.log(`    [Vision] Processing ${images.length} page(s) with smartagent DualAgentOrchestrator`);

  const allTransactions: ITransaction[] = [];

  for (let i = 0; i < images.length; i++) {
    const pageTransactions = await extractTransactionsFromPage(images[i], i + 1);
    allTransactions.push(...pageTransactions);
  }

  console.log(`    [Vision] Total: ${allTransactions.length} transactions`);
  return allTransactions;
}

/**
 * Compare extracted transactions against expected
 */
function compareTransactions(
  extracted: ITransaction[],
  expected: ITransaction[]
): { matches: number; total: number; errors: string[]; variations: string[] } {
  const errors: string[] = [];
  const variations: string[] = [];
  let matches = 0;

  for (let i = 0; i < expected.length; i++) {
    const exp = expected[i];
    const ext = extracted[i];

    if (!ext) {
      errors.push(`Missing transaction ${i}: ${exp.date} ${exp.counterparty}`);
      continue;
    }

    const dateMatch = ext.date === exp.date;
    const amountMatch = Math.abs(ext.amount - exp.amount) < 0.01;

    if (dateMatch && amountMatch) {
      matches++;
      // Track counterparty variations (date and amount match but name differs)
      if (ext.counterparty !== exp.counterparty) {
        variations.push(
          `[${i}] "${exp.counterparty}" → "${ext.counterparty}"`
        );
      }
    } else {
      errors.push(
        `Mismatch at ${i}: expected ${exp.date}/${exp.amount}, got ${ext.date}/${ext.amount}`
      );
    }
  }

  if (extracted.length > expected.length) {
    errors.push(`Extra transactions: ${extracted.length - expected.length}`);
  }

  return { matches, total: expected.length, errors, variations };
}

/**
 * Find all test cases (PDF + JSON pairs) in .nogit/
 */
function findTestCases(): Array<{ name: string; pdfPath: string; jsonPath: string }> {
  const testDir = path.join(process.cwd(), '.nogit');
  if (!fs.existsSync(testDir)) {
    return [];
  }

  const files = fs.readdirSync(testDir);
  const pdfFiles = files.filter((f: string) => f.endsWith('.pdf'));
  const testCases: Array<{ name: string; pdfPath: string; jsonPath: string }> = [];

  for (const pdf of pdfFiles) {
    const baseName = pdf.replace('.pdf', '');
    const jsonFile = `${baseName}.json`;
    if (files.includes(jsonFile)) {
      testCases.push({
        name: baseName,
        pdfPath: path.join(testDir, pdf),
        jsonPath: path.join(testDir, jsonFile),
      });
    }
  }

  return testCases.sort((a, b) => a.name.localeCompare(b.name));
}

// Tests

tap.test('setup: ensure Docker containers are running', async () => {
  console.log('\n[Setup] Checking Docker containers...\n');
  const minicpmOk = await ensureMiniCpm();
  expect(minicpmOk).toBeTrue();
  console.log('\n[Setup] All containers ready!\n');
});

tap.test('setup: initialize smartagent orchestrator', async () => {
  console.log('[Setup] Initializing SmartAi and DualAgentOrchestrator...');

  smartAi = new SmartAi({
    ollama: {
      baseUrl: OLLAMA_URL,
      model: MODEL,
      defaultOptions: {
        num_ctx: 32768,
        num_predict: 4000,
        temperature: 0.1,
      },
      defaultTimeout: 300000, // 5 minutes for vision tasks
    },
  });

  await smartAi.start();

  orchestrator = new DualAgentOrchestrator({
    smartAiInstance: smartAi,
    defaultProvider: 'ollama',
    guardianPolicyPrompt: `You are a Guardian agent overseeing bank statement extraction tasks.

APPROVE all tool calls that:
- Use the json.validate action to verify JSON output
- Are reasonable attempts to complete the extraction task

REJECT tool calls that:
- Attempt to access external resources
- Try to execute arbitrary code
- Are clearly unrelated to bank statement extraction`,
    driverSystemMessage: `You are an AI assistant that extracts bank transactions from statement images.

Your task is to analyze bank statement images and extract transaction data.
You have access to a json.validate tool to verify your JSON output.

IMPORTANT: Always validate your JSON before completing the task.

## Tool Usage Format
When you need to validate JSON, output:

<tool_call>
  <tool>json</tool>
  <action>validate</action>
  <params>{"jsonString": "YOUR_JSON_ARRAY"}</params>
</tool_call>

## Completion Format
After validation passes, complete the task:

<task_complete>
[{"date": "YYYY-MM-DD", "counterparty": "...", "amount": -123.45}, ...]
</task_complete>`,
    maxIterations: 5,
    maxConsecutiveRejections: 3,
    onToken: (token, source) => {
      if (source === 'driver') {
        process.stdout.write(token);
      }
    },
    onProgress: (event) => {
      if (event.logLevel === 'error') {
        console.error(event.logMessage);
      }
    },
  });

  // Register the JsonValidatorTool
  orchestrator.registerTool(new JsonValidatorTool());

  await orchestrator.start();
  console.log('[Setup] Orchestrator initialized!\n');
});

tap.test('should have MiniCPM-V model loaded', async () => {
  const response = await fetch(`${OLLAMA_URL}/api/tags`);
  const data = await response.json();
  const modelNames = data.models.map((m: { name: string }) => m.name);
  expect(modelNames.some((name: string) => name.includes('minicpm'))).toBeTrue();
});

const testCases = findTestCases();
console.log(`\nFound ${testCases.length} bank statement test cases (smartagent + MiniCPM-V)\n`);

let passedCount = 0;
let failedCount = 0;

for (const testCase of testCases) {
  tap.test(`should extract: ${testCase.name}`, async () => {
    const expected: ITransaction[] = JSON.parse(fs.readFileSync(testCase.jsonPath, 'utf-8'));
    console.log(`\n=== ${testCase.name} ===`);
    console.log(`Expected: ${expected.length} transactions`);

    const images = convertPdfToImages(testCase.pdfPath);
    console.log(`  Pages: ${images.length}`);

    const extracted = await extractTransactions(images);
    console.log(`  Extracted: ${extracted.length} transactions`);

    const result = compareTransactions(extracted, expected);
    const perfectMatch = result.matches === result.total && extracted.length === expected.length;

    if (perfectMatch) {
      passedCount++;
      console.log(`  Result: PASS (${result.matches}/${result.total})`);
    } else {
      failedCount++;
      console.log(`  Result: FAIL (${result.matches}/${result.total})`);
      result.errors.slice(0, 10).forEach((e) => console.log(`    - ${e}`));
    }

    // Log counterparty variations (names that differ but date/amount matched)
    if (result.variations.length > 0) {
      console.log(`  Counterparty variations (${result.variations.length}):`);
      result.variations.slice(0, 5).forEach((v) => console.log(`    ${v}`));
      if (result.variations.length > 5) {
        console.log(`    ... and ${result.variations.length - 5} more variations`);
      }
    }

    expect(result.matches).toEqual(result.total);
    expect(extracted.length).toEqual(expected.length);
  });
}

tap.test('cleanup: stop orchestrator', async () => {
  if (orchestrator) {
    await orchestrator.stop();
  }
  console.log('[Cleanup] Orchestrator stopped');
});

tap.test('summary', async () => {
  const total = testCases.length;
  console.log(`\n======================================================`);
  console.log(`   Bank Statement Summary`);
  console.log(`   (smartagent + ${MODEL})`);
  console.log(`======================================================`);
  console.log(`  Method:   DualAgentOrchestrator with vision`);
  console.log(`  Passed:   ${passedCount}/${total}`);
  console.log(`  Failed:   ${failedCount}/${total}`);
  console.log(`======================================================\n`);
});

export default tap.start();