"""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 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" 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 select, 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 = _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])