PayrollManagementSystem/backend/tests/integration/test_dashboard.py

"""工作台集成测试（M4 ⑧）。

守的口径：
- 权限：普通用户 403 且文案「无权访问工作台」
- 总览：绩效合计/人数与台账一致；月份参数非法 400
- 待办：月结提交后出现待审批；回款未指定批次可命中；同步未建时显式降级
- 风险预警：审批超时命中、参数关闭后不产生条目、阈值参数化生效
- 最近动态：来源操作日志（写操作可见）

待办与预警为实时派生（不落表），测试只验证查询结果，不清理派生数据。
"""

import uuid
from datetime import date, datetime, timedelta
from decimal import Decimal

import pytest
from fastapi.testclient import TestClient

pytestmark = pytest.mark.integration

_DASHBOARD = "/api/v1/dashboard"
_PERSONNEL = "/api/v1/base/personnel"
_BUSINESSES = "/api/v1/business/businesses"
_SHIPMENTS = "/api/v1/business/shipments"
_RECEIPTS = "/api/v1/business/receipts"
_CALC = "/api/v1/calc"
_SETTLEMENTS = "/api/v1/settlements"
_PARAMS = "/api/v1/system/params"


def _role_id(code: str) -> int:
    from sqlalchemy import select

    from app.core.db import get_session_factory
    from app.models import BusinessRole

    factory = get_session_factory()
    with factory() as session:
        return int(
            session.execute(
                select(BusinessRole.id).where(
                    BusinessRole.role_code == code, BusinessRole.status == 1
                )
            ).scalar_one()
        )


def _person(client: TestClient, headers: dict) -> dict:
    resp = client.post(
        _PERSONNEL,
        json={
            "personnel_name": f"t_工作台_{uuid.uuid4().hex[:8]}",
            "business_role_id": _role_id("salesperson"),
            "salary_standard": "3000.00",
        },
        headers=headers,
    )
    assert resp.status_code == 200, resp.text
    return resp.json()["data"]


def _chain(client: TestClient, headers: dict, *, assign_shipment: bool = True) -> dict:
    """客户/业务（100×100，成本 3000）→ 发货（60 天前）→ 回款 → 核算。"""
    from tests.integration.factories import business_item, business_payload, customer

    cust = customer(client, headers)
    person = _person(client, headers)
    resp = client.post(
        _BUSINESSES,
        json=business_payload(
            cust["id"],
            owner_personnel_id=person["id"],
            items=[business_item(cost_amount="3000.00")],
        ),
        headers=headers,
    )
    assert resp.status_code == 200, resp.text
    business = resp.json()["data"]

    ship_date = (date.today() - timedelta(days=60)).isoformat()
    resp = client.post(
        _SHIPMENTS,
        json={
            "business_id": business["id"],
            "ship_date": ship_date,
            "items": [{"product_name": "t_工作台发货", "quantity": "1", "sale_price": "1.00"}],
        },
        headers=headers,
    )
    assert resp.status_code == 200, resp.text
    shipment = resp.json()["data"]

    payload = {
        "business_id": business["id"],
        "receipt_date": date.today().isoformat(),
        "amount": "10000.00",
    }
    if assign_shipment:
        payload["shipment_id"] = shipment["id"]
    resp = client.post(_RECEIPTS, json=payload, headers=headers)
    assert resp.status_code == 200, resp.text
    receipt = resp.json()["data"]
    if assign_shipment:
        resp = client.post(f"{_CALC}/receipts/{receipt['id']}/calc", headers=headers)
        assert resp.status_code == 200, resp.text
    return {"business": business, "person": person, "receipt": receipt}


def _month() -> str:
    return date.today().strftime("%Y-%m")


def _dashboard(client: TestClient, headers: dict, month: str | None = None) -> dict:
    params = {"month": month} if month else {}
    resp = client.get(_DASHBOARD, params=params, headers=headers)
    assert resp.status_code == 200, resp.text
    return resp.json()["data"]


def _activities(client: TestClient, headers: dict, **params) -> dict:
    """最近动态分页端点。"""
    resp = client.get(f"{_DASHBOARD}/activities", params=params, headers=headers)
    assert resp.status_code == 200, resp.text
    return resp.json()["data"]


def test_权限_普通用户403文案(client: TestClient, normal: dict):
    resp = client.get(_DASHBOARD, headers=normal["headers"])
    assert resp.status_code == 403
    assert resp.json()["message"] == "无权访问工作台"
    # 最近动态分页端点同属工作台，权限一致
    resp = client.get(f"{_DASHBOARD}/activities", headers=normal["headers"])
    assert resp.status_code == 403


def test_总览_绩效合计与台账一致且非法月份400(client: TestClient, admin: dict):
    _chain(client, admin["headers"])
    data = _dashboard(client, admin["headers"], _month())

    from sqlalchemy import func, select

    from app.core.db import get_session_factory
    from app.models import PerformanceLedger

    factory = get_session_factory()
    with factory() as session:
        expected = Decimal(
            str(
                session.execute(
                    select(func.coalesce(func.sum(PerformanceLedger.performance_amount), 0)).where(
                        PerformanceLedger.settlement_month == _month(),
                        PerformanceLedger.calc_type == 1,
                        PerformanceLedger.is_active == 1,
                    )
                ).scalar_one()
            )
        )
    assert Decimal(str(data["overview"]["performance_total"])) == expected
    assert data["overview"]["person_count"] >= 1
    assert len(data["overview"]["trend"]) == 6

    resp = client.get(_DASHBOARD, params={"month": "2026-13"}, headers=admin["headers"])
    assert resp.status_code == 400


def test_待办_待审批与未指定批次与同步降级(client: TestClient, admin: dict):
    # 先造一笔已核算业务（月结生成要求有可结算记录），再补一笔未指定批次的回款
    _chain(client, admin["headers"], assign_shipment=True)
    ctx = _chain(client, admin["headers"], assign_shipment=False)
    # 月结提交 → 产生待审批单
    resp = client.post(
        f"{_SETTLEMENTS}/generate", json={"month": _month()}, headers=admin["headers"]
    )
    assert resp.status_code == 200, resp.text
    settlement_id = resp.json()["data"]["id"]
    resp = client.post(f"{_SETTLEMENTS}/{settlement_id}/submit", headers=admin["headers"])
    assert resp.status_code == 200, resp.text

    data = _dashboard(client, admin["headers"])
    assert data["todos"]["pending_approval_total"] >= 1
    assert any(item["order_type"] == 2 for item in data["todos"]["pending_approvals"])
    assert data["todos"]["unassigned_receipt_total"] >= 1
    assert data["todos"]["unassigned_receipts"][0]["receipt_id"] == ctx["receipt"]["id"]
    # ⑥ 未建：显式降级
    assert data["todos"]["sync_available"] is False


def test_预警_审批超时命中且参数关闭后不产生(client: TestClient, admin: dict):
    _chain(client, admin["headers"])
    resp = client.post(
        f"{_SETTLEMENTS}/generate", json={"month": _month()}, headers=admin["headers"]
    )
    settlement_id = resp.json()["data"]["id"]
    client.post(f"{_SETTLEMENTS}/{settlement_id}/submit", headers=admin["headers"])

    # 把待审批单提交时间改到 4 天前（阈值默认 3 天）
    from sqlalchemy import update

    from app.core.db import get_session_factory
    from app.models import ApprovalOrder

    factory = get_session_factory()
    with factory() as session:
        session.execute(
            update(ApprovalOrder)
            .where(ApprovalOrder.status.in_((1, 2)))
            .values(create_time=datetime.now() - timedelta(days=4))
        )
        session.commit()

    data = _dashboard(client, admin["headers"])
    assert data["warnings"]["enabled"] is True
    assert any(item["code"] == "approval_timeout" for item in data["warnings"]["items"])

    # 关闭预警开关 → 不产生条目
    resp = client.post(
        f"{_PARAMS}/changes",
        json={
            "change_type": 1,
            "remark": "e2e 工作台测试：关闭风险预警",
            "items": [{"param_code": "warning.enabled", "dimension_value": "", "value": "0"}],
        },
        headers=admin["headers"],
    )
    assert resp.status_code == 200, resp.text
    data = _dashboard(client, admin["headers"])
    assert data["warnings"]["enabled"] is False
    assert data["warnings"]["items"] == []


def test_动态_来源操作日志(client: TestClient, admin: dict):
    _chain(client, admin["headers"])
    data = _activities(client, admin["headers"])
    assert data["list"], "工作台动态为空：写操作应产生操作日志"
    assert {"module", "action", "summary", "create_time"} <= set(data["list"][0])


def test_动态_分页翻页不重不漏(client: TestClient, admin: dict):
    _chain(client, admin["headers"])
    first = _activities(client, admin["headers"], pageNum=1, pageSize=2)
    assert first["pageNum"] == 1
    assert first["pageSize"] == 2
    assert len(first["list"]) == 2
    assert first["total"] >= 2

    second = _activities(client, admin["headers"], pageNum=2, pageSize=2)
    assert len(second["list"]) == 2
    # 两页不重不漏（倒序取，按 id 倒排）
    first_ids = {item["id"] for item in first["list"]}
    second_ids = {item["id"] for item in second["list"]}
    assert first_ids.isdisjoint(second_ids)
    assert first["list"][0]["id"] > second["list"][0]["id"]


def test_动态_模块筛选与筛选项(client: TestClient, admin: dict):
    _chain(client, admin["headers"])
    page = _activities(client, admin["headers"], pageSize=50)
    assert page["modules"], "模块筛选项不应为空"
    module = page["modules"][0]

    filtered = _activities(client, admin["headers"], module=module, pageSize=50)
    assert filtered["total"] >= 1
    assert filtered["list"], "按模块筛选后应有数据"
    assert all(item["module"] == module for item in filtered["list"])
    # 筛选项不随筛选条件变化（下拉里始终是全量模块）
    assert filtered["modules"] == page["modules"]


# ==== 角色待办 / 预警阈值 / 趋势（2026-10-19 code-review 修复回归）====


@pytest.fixture
def finance(make_user, auth_headers) -> dict:
    user = make_user(["finance"])
    user["headers"] = auth_headers(user)
    return user


@pytest.fixture
def leader(make_user, auth_headers) -> dict:
    user = make_user(["leader"])
    user["headers"] = auth_headers(user)
    return user


def _insert_approval(status: int) -> None:
    """直插在途审批单（避免依赖两次流转，专注工作台过滤口径）。

    ``ref_id`` 仅作对象分组锚点、本用例不校验：**每张单必须给不同的
    ref_id**——V12 的 ``uk_approval_orders_order_type_ref_version`` 要求
    (order_type, ref_id, version_no) 唯一，同一假对象连插两张 version_no=1
    会撞 1062。
    """
    from app.core.db import get_session_factory
    from app.models import ApprovalOrder

    factory = get_session_factory()
    with factory() as session:
        session.add(
            ApprovalOrder(
                order_no=f"AP{uuid.uuid4().hex[:12]}",
                order_type=2,
                ref_id=status,
                refer_no="t_工作台",
                status=status,
                submitter_name="t_admin",
            )
        )
        session.commit()


def _set_param(client: TestClient, headers: dict, code: str, value: str) -> None:
    resp = client.post(
        f"{_PARAMS}/changes",
        json={
            "change_type": 1,
            "remark": f"t_工作台：{code}",
            "items": [{"param_code": code, "dimension_value": "", "value": value}],
        },
        headers=headers,
    )
    assert resp.status_code == 200, resp.text


def _shipment_scene(client: TestClient, headers: dict, *, days_ago: int) -> tuple[dict, dict]:
    """造一笔无回款的发货（用于回款逾期预警）。"""
    from tests.integration.factories import business_item, business_payload, customer

    person = _person(client, headers)
    cust = customer(client, headers)
    resp = client.post(
        _BUSINESSES,
        json=business_payload(
            cust["id"],
            owner_personnel_id=person["id"],
            items=[business_item(cost_amount="3000.00")],
        ),
        headers=headers,
    )
    assert resp.status_code == 200, resp.text
    business = resp.json()["data"]
    ship_date = (date.today() - timedelta(days=days_ago)).isoformat()
    resp = client.post(
        _SHIPMENTS,
        json={
            "business_id": business["id"],
            "ship_date": ship_date,
            "items": [{"product_name": "t_工作台逾期", "quantity": "1", "sale_price": "1.00"}],
        },
        headers=headers,
    )
    assert resp.status_code == 200, resp.text
    return business, resp.json()["data"]


def test_待办_按角色仅显示可操作节点(
    client: TestClient, admin: dict, finance: dict, leader: dict, make_user, auth_headers
):
    """财务只看到待财务复核、领导只看到待领导审核；admin 与多角色看并集。"""
    _insert_approval(1)
    _insert_approval(2)

    assert _dashboard(client, finance["headers"])["todos"]["pending_approval_total"] == 1
    assert _dashboard(client, leader["headers"])["todos"]["pending_approval_total"] == 1
    assert _dashboard(client, admin["headers"])["todos"]["pending_approval_total"] == 2

    both = make_user(["finance", "leader"])
    both["headers"] = auth_headers(both)
    assert _dashboard(client, both["headers"])["todos"]["pending_approval_total"] == 2

    finance_orders = {
        item["order_no"]
        for item in _dashboard(client, finance["headers"])["todos"]["pending_approvals"]
    }
    leader_orders = {
        item["order_no"]
        for item in _dashboard(client, leader["headers"])["todos"]["pending_approvals"]
    }
    assert finance_orders.isdisjoint(leader_orders)


def test_待办_财务通过后领导出现待办(client: TestClient, admin: dict, finance: dict, leader: dict):
    """真实流转：财务节点通过后，条目从财务待办消失并进入领导待办。"""
    _chain(client, admin["headers"])
    resp = client.post(
        f"{_SETTLEMENTS}/generate", json={"month": _month()}, headers=admin["headers"]
    )
    assert resp.status_code == 200, resp.text
    settlement_id = resp.json()["data"]["id"]
    resp = client.post(f"{_SETTLEMENTS}/{settlement_id}/submit", headers=admin["headers"])
    assert resp.status_code == 200, resp.text

    order = _dashboard(client, admin["headers"])["todos"]["pending_approvals"][0]
    assert _dashboard(client, finance["headers"])["todos"]["pending_approval_total"] == 1
    assert _dashboard(client, leader["headers"])["todos"]["pending_approval_total"] == 0

    resp = client.post(
        f"/api/v1/system/approvals/{order['order_id']}/action",
        json={"action": 1},
        headers=finance["headers"],
    )
    assert resp.status_code == 200, resp.text
    assert _dashboard(client, finance["headers"])["todos"]["pending_approval_total"] == 0
    assert _dashboard(client, leader["headers"])["todos"]["pending_approval_total"] == 1


def test_预警_回款逾期命中且阈值参数生效(client: TestClient, admin: dict):
    """发货超阈值且无任何回款 → 命中；调大阈值后不再命中。"""
    _, shipment = _shipment_scene(client, admin["headers"], days_ago=120)

    data = _dashboard(client, admin["headers"])
    assert any(
        item["code"] == "receipt_overdue" and item["object_id"] == shipment["id"]
        for item in data["warnings"]["items"]
    ), "120 天未回款的发货批次未命中预警"

    _set_param(client, admin["headers"], "warning.receipt.overdue.days", "200")
    data = _dashboard(client, admin["headers"])
    assert not any(
        item["code"] == "receipt_overdue" and item["object_id"] == shipment["id"]
        for item in data["warnings"]["items"]
    ), "阈值调大后仍命中，说明参数未生效"


def test_预警_终止业务不再产生回款逾期(client: TestClient, admin: dict):
    """已终止业务不再催收，其未回款发货单不得留在预警列表。"""
    business, shipment = _shipment_scene(client, admin["headers"], days_ago=120)
    resp = client.put(
        f"{_BUSINESSES}/{business['id']}/status",
        json={"status": 3, "reason": "t_工作台终止"},
        headers=admin["headers"],
    )
    assert resp.status_code == 200, resp.text

    data = _dashboard(client, admin["headers"])
    assert not any(item["object_id"] == shipment["id"] for item in data["warnings"]["items"])
    assert data["warnings"]["receipt_overdue_total"] == 0


def test_预警_总数不受展示上限截断(client: TestClient, admin: dict, monkeypatch):
    """items 只展示前 N 条，徽标 total 必须仍是全量命中数。"""
    from app.services import dashboard_service

    _shipment_scene(client, admin["headers"], days_ago=120)
    _shipment_scene(client, admin["headers"], days_ago=120)
    monkeypatch.setattr(dashboard_service, "_WARNING_LIMIT", 1)

    data = _dashboard(client, admin["headers"])
    assert data["warnings"]["total"] == 2
    assert len(data["warnings"]["items"]) == 1
    assert data["warnings"]["total"] == data["warnings"]["receipt_overdue_total"]


def test_总览_回款趋势按到账月跨月归属(client: TestClient, admin: dict):
    """趋势窗口按 receipt_date 范围过滤，月初/月末不得串月。"""
    from tests.integration.factories import business_item, business_payload, customer

    person = _person(client, admin["headers"])
    cust = customer(client, admin["headers"])
    resp = client.post(
        _BUSINESSES,
        json=business_payload(
            cust["id"],
            owner_personnel_id=person["id"],
            items=[business_item(cost_amount="3000.00")],
        ),
        headers=admin["headers"],
    )
    assert resp.status_code == 200, resp.text
    business = resp.json()["data"]

    first_of_month = date.today().replace(day=1)
    previous_last = first_of_month - timedelta(days=1)
    for receipt_date in (previous_last, first_of_month):
        resp = client.post(
            _RECEIPTS,
            json={
                "business_id": business["id"],
                "receipt_date": receipt_date.isoformat(),
                "amount": "1000.00",
            },
            headers=admin["headers"],
        )
        assert resp.status_code == 200, resp.text

    trend = {
        item["month"]: Decimal(str(item["receipt_total"] or 0))
        for item in _dashboard(client, admin["headers"])["overview"]["trend"]
    }
    assert trend[previous_last.strftime("%Y-%m")] == Decimal("1000.00")
    assert trend[first_of_month.strftime("%Y-%m")] == Decimal("1000.00")