fix(dashboard): 修复普通用户落地页与待办角色过滤

- 新增 router/access.ts 统一准入与落地页(工作台→业务数据→回款),
  守卫/登录回跳/菜单/面包屑复用;普通用户不再被无限重定向
- 待办按角色映射在途审批节点(财务/领导/admin),admin 不代办但可查全部
- 预警排除已终止业务;WarningBlock.total 为全量命中数;回款趋势改日期范围
- 工作台加载请求序号防竞态;KPI 口径说明补经理分成/调整单
- 新增 role_home_flow e2e,更新 system_management 普通用户断言

Co-Authored-By: Claude Code <noreply@anthropic.com>
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liuwenxinandClaude Code committed 2026-10-20 09:45:03 +08:00
1 parent ebb3a92f25
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@@ -191,7 +191,7 @@ def test_预警_审批超时命中且参数关闭后不产生(client: TestClient
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 select, update
from sqlalchemy import update
from app.core.db import get_session_factory
from app.models import ApprovalOrder
@@ -230,3 +230,224 @@ def test_动态_来源操作日志(client: TestClient, admin: dict):
data = _dashboard(client, admin["headers"])
assert data["activities"], "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["activities"][0])
# ==== 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)。"""
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=0,
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")