按 2026-11-02 需求补齐计划交付后端能力: - 角色授权:权限目录化,接口统一准入校验,未登记默认拒绝; 管理员判断改为按数据库角色重新判定,防止权限码持有者绕过 - 系统监控:单进程采集资源、请求与异常指标,分钟级聚合, 阈值配置化;敏感配置增加 repr 保护,Redis 密码 URL 转义 - 试用期计提:按回款日判定并写入快照,年度结清与调整单联动; 人员模型补试用期、离职日期与工资版本历史字段 - 计提模板:公式骨架受控,页面维护名称与参数绑定 - T+ 采集:自动化配置表与进度查询 内置角色禁停用保护对齐模块注释;核算规则版本提为常量并 补充批量核算失败堆栈日志。 影响范围:后端全部模块、数据库迁移 V22-V28 验证:uv run ruff check 通过;922 个单元测试全部通过; 集成测试因本机 MySQL 数据卷被其他容器锁定暂未运行
807 lines
31 KiB
Python
807 lines
31 KiB
Python
"""报表统计集成测试(M4 ⑤)。
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守的口径(破坏了就是报表数字与台账对不上):
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- 个人明细与台账逐笔一致;summary 为**全筛选**合计而非当前页合计
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- 部门汇总团队基数 = 成员绩效合计;12.5%/5% 分成按参数;无成员经理出 0 行
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- 回款统计 8 个区间桶恒在(空桶为 0);**二次分摊拆行时回款金额只计一次**
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- 业务统计排除经理聚合行(calc_type=2),绩效不被整团队聚合额污染
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- 导出 xlsx 可解析且含签字栏;导出行为入操作日志
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- 权限:普通用户 403 且文案为「无权访问报表统计」
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"""
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import uuid
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from decimal import Decimal
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import pytest
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from fastapi.testclient import TestClient
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pytestmark = [pytest.mark.integration, pytest.mark.usefixtures("legacy_calculation")]
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_REPORTS = "/api/v1/reports"
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_PERSONNEL = "/api/v1/base/personnel"
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_BUSINESSES = "/api/v1/business/businesses"
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_SHIPMENTS = "/api/v1/business/shipments"
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_RECEIPTS = "/api/v1/business/receipts"
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_CALC = "/api/v1/calc"
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_SETTLEMENTS = "/api/v1/settlements"
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def _role_id(code: str) -> int:
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"""取内置业务岗位 id(salesperson / sales_manager)。"""
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from sqlalchemy import select
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from app.core.db import get_session_factory
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from app.models import BusinessRole
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factory = get_session_factory()
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with factory() as session:
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return int(
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session.execute(
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select(BusinessRole.id).where(
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BusinessRole.role_code == code, BusinessRole.status == 1
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)
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).scalar_one()
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)
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def _person(
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client: TestClient, headers: dict, *, role: str = "salesperson", manager_id=None
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) -> dict:
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body = {
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"personnel_name": f"t_报表_{uuid.uuid4().hex[:8]}",
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"business_role_id": _role_id(role),
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"salary_standard": "3000.00",
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}
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if manager_id is not None:
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body["manager_id"] = manager_id
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resp = client.post(_PERSONNEL, json=body, headers=headers)
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assert resp.status_code == 200, resp.text
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return resp.json()["data"]
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def _full_chain(
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client: TestClient,
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headers: dict,
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*,
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owner_id: int,
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customer_id: int | None = None,
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allocations: list[dict] | None = None,
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) -> tuple[dict, dict]:
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"""业务(单行 100×100,成本 3000)→ 发货(60 天前)→ 回款 → 核算。"""
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from tests.integration.factories import business_item, business_payload, customer
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cust = customer(client, headers) if customer_id is None else {"id": customer_id}
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payload = business_payload(
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cust["id"],
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owner_personnel_id=owner_id,
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items=[business_item(cost_amount="3000.00")],
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)
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if allocations:
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payload["secondary_allocations"] = allocations
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resp = client.post(_BUSINESSES, json=payload, headers=headers)
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assert resp.status_code == 200, resp.text
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business = resp.json()["data"]
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from datetime import date, timedelta
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ship_date = (date.today() - timedelta(days=60)).isoformat()
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resp = client.post(
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_SHIPMENTS,
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json={
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"business_id": business["id"],
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"ship_date": ship_date,
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"items": [{"product_name": "t_发货物", "quantity": "1", "sale_price": "1.00"}],
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},
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headers=headers,
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)
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assert resp.status_code == 200, resp.text
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shipment = resp.json()["data"]
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resp = client.post(
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_RECEIPTS,
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json={
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"business_id": business["id"],
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"receipt_date": date.today().isoformat(),
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"amount": "10000.00",
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"shipment_id": shipment["id"],
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},
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headers=headers,
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)
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assert resp.status_code == 200, resp.text
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receipt = resp.json()["data"]
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resp = client.post(f"{_CALC}/receipts/{receipt['id']}/calc", headers=headers)
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assert resp.status_code == 200, resp.text
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return business, receipt
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def _month() -> str:
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from datetime import date
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return date.today().strftime("%Y-%m")
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def _ledger_sum(headers: dict, month: str) -> Decimal:
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"""台账(单笔生效行)同月绩效合计——报表 summary 的对照基准。"""
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from sqlalchemy import func, select
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from app.core.db import get_session_factory
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from app.models import PerformanceLedger
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factory = get_session_factory()
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with factory() as session:
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return Decimal(
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str(
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session.execute(
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select(func.coalesce(func.sum(PerformanceLedger.performance_amount), 0)).where(
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PerformanceLedger.settlement_month == month,
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PerformanceLedger.calc_type == 1,
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PerformanceLedger.is_active == 1,
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)
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).scalar_one()
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)
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)
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def test_个人明细_与台账一致且summary为全量合计(client: TestClient, admin: dict):
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"""明细行金额必须等于台账;pageSize=1 时 summary 仍是全部筛选结果之和。"""
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person = _person(client, admin["headers"])
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_full_chain(client, admin["headers"], owner_id=person["id"])
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month = _month()
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resp = client.get(
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f"{_REPORTS}/personal-detail",
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params={"settlement_month": month, "pageSize": 1},
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headers=admin["headers"],
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)
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assert resp.status_code == 200, resp.text
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data = resp.json()["data"]
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assert data["total"] == 1
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expected = _ledger_sum(admin["headers"], month)
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assert Decimal(str(data["list"][0]["performance_amount"])) == expected
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assert Decimal(str(data["summary"]["performance_total"])) == expected
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def test_部门汇总_团队基数等于成员绩效且分成按参数(admin, client: TestClient):
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"""团队基数=成员绩效合计;12.5% 团队分成与 5% 全公司分成分别可核。"""
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manager = _person(client, admin["headers"], role="sales_manager")
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salesperson = _person(client, admin["headers"], manager_id=manager["id"])
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_full_chain(client, admin["headers"], owner_id=salesperson["id"])
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month = _month()
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resp = client.get(
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f"{_REPORTS}/department-summary",
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params={"settlement_month": month},
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headers=admin["headers"],
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)
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assert resp.status_code == 200, resp.text
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data = resp.json()["data"]
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team = next(t for t in data["teams"] if t["manager_id"] == manager["id"])
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ledger_total = _ledger_sum(admin["headers"], month)
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assert Decimal(str(team["team_base"])) == ledger_total
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expected_share = (ledger_total * Decimal("0.125")).quantize(Decimal("0.01"))
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assert Decimal(str(team["team_share_amount"])) == expected_share
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assert team["member_count"] == 1
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assert data["company"]["company_base"] == team["team_base"]
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def test_部门汇总_无成员经理出零值行(admin, client: TestClient):
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"""无团队成员 → 0 行展示(FR-030 异常处理)。"""
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manager = _person(client, admin["headers"], role="sales_manager")
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month = _month()
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resp = client.get(
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f"{_REPORTS}/department-summary",
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params={"settlement_month": month},
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headers=admin["headers"],
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)
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assert resp.status_code == 200, resp.text
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team = next((t for t in resp.json()["data"]["teams"] if t["manager_id"] == manager["id"]), None)
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assert team is not None
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assert Decimal(str(team["team_base"])) == Decimal("0")
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assert team["member_count"] == 0
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def test_回款统计_空桶恒在且分摊拆行金额只计一次(admin, client: TestClient):
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"""8 个区间桶恒在;二次分配拆行使台账多行但回款金额不得翻倍。"""
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owner = _person(client, admin["headers"])
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participant = _person(client, admin["headers"])
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_full_chain(
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client,
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admin["headers"],
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owner_id=owner["id"],
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allocations=[{"personnel_id": participant["id"], "ratio": "30.00"}],
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)
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month = _month()
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resp = client.get(
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f"{_REPORTS}/payment-stats",
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params={"settlement_month": month},
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headers=admin["headers"],
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)
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assert resp.status_code == 200, resp.text
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data = resp.json()["data"]
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assert len(data["buckets"]) == 8
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assert [b["code"] for b in data["buckets"]] == [
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"le0",
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"1-30",
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"31-60",
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"61-90",
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"91-180",
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"181-360",
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"361+",
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"none",
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]
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# 60 天前发货 → 落在 61-90 桶(发货日首日计第 1 天)
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bucket = next(b for b in data["buckets"] if b["code"] == "61-90")
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assert Decimal(str(bucket["receipt_amount"])) == Decimal("10000.00")
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assert bucket["receipt_count"] == 1
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# 拆行后台账两行,但绩效合计仍等于台账总和
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assert bucket["ledger_count"] == 2
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empty = next(b for b in data["buckets"] if b["code"] == "361+")
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assert Decimal(str(empty["performance_amount"])) == Decimal("0")
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def test_业务统计_绩效排除经理聚合行(admin, client: TestClient):
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"""生成月结后出现 calc_type=2 聚合行,业务统计不得把聚合额算进单业务。"""
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manager = _person(client, admin["headers"], role="sales_manager")
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salesperson = _person(client, admin["headers"], manager_id=manager["id"])
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business, _ = _full_chain(client, admin["headers"], owner_id=salesperson["id"])
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resp = client.post(
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f"{_SETTLEMENTS}/generate", json={"month": _month()}, headers=admin["headers"]
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)
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assert resp.status_code == 200, resp.text
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resp = client.get(
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f"{_REPORTS}/business-stats",
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params={"keyword": business["business_no"]},
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headers=admin["headers"],
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)
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assert resp.status_code == 200, resp.text
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row = resp.json()["data"]["list"][0]
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assert Decimal(str(row["performance_amount"])) == _ledger_sum(admin["headers"], _month())
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def test_导出_excel含签字栏且入操作日志(admin, client: TestClient):
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"""导出是文件流(非统一信封);模板含复核/签字栏;行为入操作日志。"""
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from io import BytesIO
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from openpyxl import load_workbook
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person = _person(client, admin["headers"])
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_full_chain(client, admin["headers"], owner_id=person["id"])
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resp = client.get(
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f"{_REPORTS}/personal-detail/export",
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params={"settlement_month": _month()},
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headers=admin["headers"],
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)
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assert resp.status_code == 200, resp.text
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assert resp.headers["content-type"].startswith(
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"application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
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)
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workbook = load_workbook(BytesIO(resp.content))
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text = "\n".join(
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str(cell.value)
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for row in workbook.active.iter_rows()
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for cell in row
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if cell.value is not None
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)
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assert "个人绩效工资明细表" in text
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assert "财务复核" in text
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assert "领导签字" in text
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from sqlalchemy import select
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from app.core.db import get_session_factory
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from app.models import OperationLog
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factory = get_session_factory()
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with factory() as session:
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log = (
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session.execute(
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select(OperationLog)
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.where(OperationLog.module == "报表统计", OperationLog.action == "导出")
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.order_by(OperationLog.id.desc())
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)
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.scalars()
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.first()
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)
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assert log is not None
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def test_权限_普通用户403文案(admin, normal, client: TestClient):
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"""报表限管理员/财务/领导;普通用户被后端拦截且文案正确。"""
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resp = client.get(f"{_REPORTS}/personal-detail", headers=normal["headers"])
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assert resp.status_code == 403
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assert resp.json()["message"] == "当前账号没有「个人明细:查看」权限,请联系管理员授权"
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# ==== 审查回归:归属、调整单、经理个人户、导出审计 ====
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def _set_param(client: TestClient, headers: dict, code: str, value: str) -> None:
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"""立即生效的参数变更(用例不依赖种子默认值,结束显式恢复)。"""
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resp = client.post(
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"/api/v1/system/params/changes",
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json={
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"change_type": 1,
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"remark": f"用例设置 {code}={value}",
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"items": [{"param_code": code, "dimension_value": "", "value": value}],
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},
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headers=headers,
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)
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assert resp.status_code == 200, resp.text
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def _insert_adjustment(person: dict, month: str, amount: str, direction: int = 1) -> None:
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"""直插生效调整单(status=2):绕开审批链,聚焦报表归属口径。"""
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from app.core.db import get_session_factory
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from app.models import AdjustmentOrder
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factory = get_session_factory()
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with factory() as session:
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session.add(
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AdjustmentOrder(
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order_no=f"TZ{uuid.uuid4().hex[:12]}",
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settlement_month=month,
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personnel_id=person["id"],
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personnel_name=person["personnel_name"],
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direction=direction,
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amount=Decimal(amount),
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reason="t_报表用例",
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status=2,
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submitter_name="t_admin",
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)
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)
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session.commit()
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def _insert_manager_personal_ledger(manager: dict, month: str, amount: str) -> None:
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"""直插一条经理个人户台账行(模拟单笔侧已计提的结果)。"""
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from datetime import date
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from app.core.db import get_session_factory
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from app.models import PerformanceLedger
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factory = get_session_factory()
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with factory() as session:
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session.add(
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PerformanceLedger(
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receipt_id=None,
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calc_version=1,
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calc_type=1,
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business_id=0,
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business_no="t_个人户",
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personnel_id=manager["id"],
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personnel_name=manager["personnel_name"],
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role_code="sales_manager",
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customer_type="manager_personal",
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product_category="mixed",
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receipt_date=date.today(),
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rate_text="0",
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performance_amount=Decimal(amount),
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barter_applied=0,
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payable_amount=Decimal(amount),
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settlement_month=month,
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is_probation=0,
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)
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)
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session.commit()
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def _latest_export_log():
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from sqlalchemy import select
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from app.core.db import get_session_factory
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from app.models import OperationLog
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factory = get_session_factory()
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with factory() as session:
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return (
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session.execute(
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select(OperationLog)
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.where(OperationLog.module == "报表统计", OperationLog.action == "导出")
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.order_by(OperationLog.id.desc())
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)
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.scalars()
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.first()
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)
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def test_部门汇总_无台账经理挂上级不报500(admin, client: TestClient):
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"""经理 A 无台账且上级是经理 B:不能因 member_map 直接索引而 KeyError。"""
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manager_b = _person(client, admin["headers"], role="sales_manager")
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manager_a = _person(client, admin["headers"], role="sales_manager", manager_id=manager_b["id"])
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resp = client.get(
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f"{_REPORTS}/department-summary",
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params={"settlement_month": _month()},
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headers=admin["headers"],
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)
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assert resp.status_code == 200, resp.text
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data = resp.json()["data"]
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team_a = next(t for t in data["teams"] if t["manager_id"] == manager_a["id"])
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assert team_a["member_count"] == 0
|
||
team_b = next(t for t in data["teams"] if t["manager_id"] == manager_b["id"])
|
||
assert all(m["personnel_id"] != manager_a["id"] for m in team_b["members"])
|
||
|
||
|
||
def test_部门汇总_仅有调整单人员并入对应团队(admin, client: TestClient):
|
||
"""只有调整单、当月无台账行的人也要出现在团队明细中。"""
|
||
manager = _person(client, admin["headers"], role="sales_manager")
|
||
salesperson = _person(client, admin["headers"], manager_id=manager["id"])
|
||
_insert_adjustment(salesperson, _month(), "500.00")
|
||
|
||
resp = client.get(
|
||
f"{_REPORTS}/department-summary",
|
||
params={"settlement_month": _month()},
|
||
headers=admin["headers"],
|
||
)
|
||
assert resp.status_code == 200, resp.text
|
||
data = resp.json()["data"]
|
||
team = next(t for t in data["teams"] if t["manager_id"] == manager["id"])
|
||
member = next(m for m in team["members"] if m["personnel_id"] == salesperson["id"])
|
||
assert member["member_kind"] == "adjustment"
|
||
assert Decimal(str(member["performance_sum"])) == Decimal("0")
|
||
assert Decimal(str(member["adjust_net"])) == Decimal("500.00")
|
||
assert Decimal(str(team["adjust_net"])) == Decimal("500.00")
|
||
assert Decimal(str(data["reconciliation"]["adjust_net_total"])) == Decimal("500.00")
|
||
|
||
|
||
def test_部门汇总_仅调整单无经理人员进入未分配(admin, client: TestClient):
|
||
"""无经理人员的调整单不能被静默丢弃。"""
|
||
salesperson = _person(client, admin["headers"])
|
||
_insert_adjustment(salesperson, _month(), "300.00")
|
||
|
||
resp = client.get(
|
||
f"{_REPORTS}/department-summary",
|
||
params={"settlement_month": _month()},
|
||
headers=admin["headers"],
|
||
)
|
||
assert resp.status_code == 200, resp.text
|
||
data = resp.json()["data"]
|
||
row = next(u for u in data["unassigned"] if u["personnel_id"] == salesperson["id"])
|
||
assert row["member_kind"] == "adjustment"
|
||
assert Decimal(str(row["adjust_net"])) == Decimal("300.00")
|
||
|
||
|
||
def test_部门汇总_经理个人户计入时基数等于成员合计(admin, client: TestClient):
|
||
"""开关 1:经理成员行只取个人户金额,团队基数 == 成员绩效合计。"""
|
||
manager = _person(client, admin["headers"], role="sales_manager")
|
||
_insert_manager_personal_ledger(manager, _month(), "100.00")
|
||
_set_param(client, admin["headers"], "manager.personal.included", "1")
|
||
try:
|
||
resp = client.get(
|
||
f"{_REPORTS}/department-summary",
|
||
params={"settlement_month": _month()},
|
||
headers=admin["headers"],
|
||
)
|
||
assert resp.status_code == 200, resp.text
|
||
team = next(t for t in resp.json()["data"]["teams"] if t["manager_id"] == manager["id"])
|
||
assert Decimal(str(team["team_base"])) == Decimal("100.00")
|
||
assert sum(
|
||
(Decimal(str(m["performance_sum"])) for m in team["members"]), Decimal("0")
|
||
) == Decimal("100.00")
|
||
assert all(m["member_kind"] == "manager_personal" for m in team["members"])
|
||
finally:
|
||
_set_param(client, admin["headers"], "manager.personal.included", "0")
|
||
|
||
|
||
def test_部门汇总_经理个人户关闭时不展示个人户金额(admin, client: TestClient):
|
||
"""开关 0:个人户金额既不计入团队基数,也不进未分配(与全公司口径一致)。"""
|
||
manager = _person(client, admin["headers"], role="sales_manager")
|
||
_insert_manager_personal_ledger(manager, _month(), "100.00")
|
||
_set_param(client, admin["headers"], "manager.personal.included", "0")
|
||
|
||
resp = client.get(
|
||
f"{_REPORTS}/department-summary",
|
||
params={"settlement_month": _month()},
|
||
headers=admin["headers"],
|
||
)
|
||
assert resp.status_code == 200, resp.text
|
||
data = resp.json()["data"]
|
||
team = next(t for t in data["teams"] if t["manager_id"] == manager["id"])
|
||
assert team["member_count"] == 0
|
||
assert all(u["personnel_id"] != manager["id"] for u in data["unassigned"])
|
||
|
||
|
||
def test_部门汇总_按经理筛选不误判其他团队下属(admin, client: TestClient):
|
||
"""筛选只影响展示的团队;其他经理的下属不能进入未分配。"""
|
||
manager_1 = _person(client, admin["headers"], role="sales_manager")
|
||
manager_2 = _person(client, admin["headers"], role="sales_manager")
|
||
salesperson_1 = _person(client, admin["headers"], manager_id=manager_1["id"])
|
||
salesperson_2 = _person(client, admin["headers"], manager_id=manager_2["id"])
|
||
_full_chain(client, admin["headers"], owner_id=salesperson_1["id"])
|
||
_full_chain(client, admin["headers"], owner_id=salesperson_2["id"])
|
||
|
||
resp = client.get(
|
||
f"{_REPORTS}/department-summary",
|
||
params={"settlement_month": _month(), "manager_id": manager_1["id"]},
|
||
headers=admin["headers"],
|
||
)
|
||
assert resp.status_code == 200, resp.text
|
||
data = resp.json()["data"]
|
||
assert [t["manager_id"] for t in data["teams"]] == [manager_1["id"]]
|
||
assert data["unassigned"] == []
|
||
assert all(
|
||
m["personnel_id"] != salesperson_2["id"] for team in data["teams"] for m in team["members"]
|
||
)
|
||
assert Decimal(str(data["reconciliation"]["other_team_base"])) > 0
|
||
|
||
|
||
def test_部门汇总_对账恒等式(admin, client: TestClient):
|
||
"""未筛选:团队基数 + 未分配绩效 = 全公司基数;应发公式成立。"""
|
||
manager = _person(client, admin["headers"], role="sales_manager")
|
||
salesperson = _person(client, admin["headers"], manager_id=manager["id"])
|
||
unassigned = _person(client, admin["headers"])
|
||
_full_chain(client, admin["headers"], owner_id=salesperson["id"])
|
||
_full_chain(client, admin["headers"], owner_id=unassigned["id"])
|
||
_insert_adjustment(salesperson, _month(), "200.00")
|
||
|
||
resp = client.get(
|
||
f"{_REPORTS}/department-summary",
|
||
params={"settlement_month": _month()},
|
||
headers=admin["headers"],
|
||
)
|
||
assert resp.status_code == 200, resp.text
|
||
reconciliation = resp.json()["data"]["reconciliation"]
|
||
assert Decimal(str(reconciliation["team_base_total"])) + Decimal(
|
||
str(reconciliation["unassigned_performance_total"])
|
||
) == Decimal(str(reconciliation["company_base"]))
|
||
assert Decimal(str(reconciliation["other_team_base"])) == Decimal("0")
|
||
assert Decimal(str(reconciliation["payable_total"])) == (
|
||
Decimal(str(reconciliation["team_member_payable_total"]))
|
||
+ Decimal(str(reconciliation["unassigned_payable_total"]))
|
||
+ Decimal(str(reconciliation["aggregate_payable_total"]))
|
||
+ Decimal(str(reconciliation["adjust_net_total"]))
|
||
)
|
||
# 分列合计 + 舍入差 = 聚合额(月结一次舍入口径)
|
||
assert Decimal(str(reconciliation["aggregate_rounding_diff"])) == (
|
||
Decimal(str(reconciliation["aggregate_payable_total"]))
|
||
- Decimal(str(reconciliation["team_share_total"]))
|
||
- Decimal(str(reconciliation["company_share_total"]))
|
||
)
|
||
|
||
|
||
def _two_manager_scene(client: TestClient, headers: dict) -> tuple[dict, dict, dict, dict, dict]:
|
||
"""两位经理各有下属与业务 + 一位零成员经理(无聚合行)。"""
|
||
manager_1 = _person(client, headers, role="sales_manager")
|
||
manager_2 = _person(client, headers, role="sales_manager")
|
||
empty_manager = _person(client, headers, role="sales_manager")
|
||
salesperson_1 = _person(client, headers, manager_id=manager_1["id"])
|
||
salesperson_2 = _person(client, headers, manager_id=manager_2["id"])
|
||
_full_chain(client, headers, owner_id=salesperson_1["id"])
|
||
_full_chain(client, headers, owner_id=salesperson_2["id"])
|
||
return manager_1, manager_2, empty_manager, salesperson_1, salesperson_2
|
||
|
||
|
||
def test_部门汇总_应发合计与月结对拍_两位经理(admin, client: TestClient):
|
||
"""月结每位有聚合行的经理各计一次 5%;签字稿应发必须等于 total_payable。"""
|
||
_two_manager_scene(client, admin["headers"])
|
||
|
||
resp = client.get(
|
||
f"{_REPORTS}/department-summary",
|
||
params={"settlement_month": _month()},
|
||
headers=admin["headers"],
|
||
)
|
||
assert resp.status_code == 200, resp.text
|
||
before = resp.json()["data"]
|
||
assert before["company"]["company_share_count"] == 2
|
||
assert Decimal(str(before["company"]["company_share_total"])) == (
|
||
Decimal(str(before["company"]["company_share_amount"])) * 2
|
||
)
|
||
|
||
resp = client.post(
|
||
f"{_SETTLEMENTS}/generate", json={"month": _month()}, headers=admin["headers"]
|
||
)
|
||
assert resp.status_code == 200, resp.text
|
||
settlement = resp.json()["data"]
|
||
|
||
resp = client.get(
|
||
f"{_REPORTS}/department-summary",
|
||
params={"settlement_month": _month()},
|
||
headers=admin["headers"],
|
||
)
|
||
assert resp.status_code == 200, resp.text
|
||
data = resp.json()["data"]
|
||
teams = {team["manager_id"]: team for team in data["teams"]}
|
||
frozen_total = sum(
|
||
(
|
||
Decimal(str(team["frozen_amount"]))
|
||
for team in teams.values()
|
||
if team["frozen_amount"] is not None
|
||
),
|
||
Decimal("0"),
|
||
)
|
||
reconciliation = data["reconciliation"]
|
||
assert Decimal(str(reconciliation["aggregate_payable_total"])) == frozen_total
|
||
assert Decimal(str(reconciliation["payable_total"])) == Decimal(
|
||
str(settlement["total_payable"])
|
||
)
|
||
|
||
|
||
def test_部门汇总_有调整单时应发等于月结加调整(admin, client: TestClient):
|
||
"""调整单不进月结 items;报表应发 = 月结总额 + 调整净额。"""
|
||
_, _, _, salesperson, _ = _two_manager_scene(client, admin["headers"])
|
||
_insert_adjustment(salesperson, _month(), "500.00")
|
||
|
||
resp = client.post(
|
||
f"{_SETTLEMENTS}/generate", json={"month": _month()}, headers=admin["headers"]
|
||
)
|
||
assert resp.status_code == 200, resp.text
|
||
settlement = resp.json()["data"]
|
||
|
||
resp = client.get(
|
||
f"{_REPORTS}/department-summary",
|
||
params={"settlement_month": _month()},
|
||
headers=admin["headers"],
|
||
)
|
||
assert resp.status_code == 200, resp.text
|
||
reconciliation = resp.json()["data"]["reconciliation"]
|
||
assert Decimal(str(reconciliation["adjust_net_total"])) == Decimal("500.00")
|
||
assert Decimal(str(reconciliation["payable_total"])) == (
|
||
Decimal(str(settlement["total_payable"])) + Decimal("500.00")
|
||
)
|
||
|
||
|
||
def test_部门汇总_按经理筛选时5百分比只计该团队(admin, client: TestClient):
|
||
"""筛选态只汇总展示团队;隐藏团队的金额进 other_*,不参与应发。"""
|
||
manager_1, _, _, _, _ = _two_manager_scene(client, admin["headers"])
|
||
|
||
resp = client.get(
|
||
f"{_REPORTS}/department-summary",
|
||
params={"settlement_month": _month(), "manager_id": manager_1["id"]},
|
||
headers=admin["headers"],
|
||
)
|
||
assert resp.status_code == 200, resp.text
|
||
data = resp.json()["data"]
|
||
assert data["company"]["company_share_count"] == 1
|
||
reconciliation = data["reconciliation"]
|
||
assert Decimal(str(reconciliation["other_team_aggregate_total"])) > 0
|
||
assert Decimal(str(reconciliation["other_team_company_share_total"])) > 0
|
||
|
||
|
||
def test_导出_筛选页眉ID转名称与中文标签(admin, client: TestClient):
|
||
"""页眉是签字稿追溯筛选范围的唯一凭据,ID 必须转名称。"""
|
||
from io import BytesIO
|
||
|
||
from openpyxl import load_workbook
|
||
|
||
from app.core.db import get_session_factory
|
||
from app.models import BusinessRole
|
||
|
||
person = _person(client, admin["headers"])
|
||
_full_chain(client, admin["headers"], owner_id=person["id"])
|
||
factory = get_session_factory()
|
||
with factory() as session:
|
||
role_name = (
|
||
session.query(BusinessRole.role_name)
|
||
.filter(BusinessRole.role_code == "salesperson")
|
||
.scalar()
|
||
)
|
||
|
||
resp = client.get(
|
||
f"{_REPORTS}/personal-detail/export",
|
||
params={
|
||
"settlement_month": _month(),
|
||
"personnel_id": person["id"],
|
||
"role_code": "salesperson",
|
||
"customer_type": "personal",
|
||
"product_category": "municipal_water",
|
||
},
|
||
headers=admin["headers"],
|
||
)
|
||
assert resp.status_code == 200, resp.text
|
||
workbook = load_workbook(BytesIO(resp.content))
|
||
text = "\n".join(
|
||
str(cell.value)
|
||
for row in workbook.active.iter_rows()
|
||
for cell in row
|
||
if cell.value is not None
|
||
)
|
||
assert person["personnel_name"] in text
|
||
assert f"人员 {person['personnel_name']}(#{person['id']})" in text
|
||
assert "个人户" in text
|
||
assert "市政水利" in text
|
||
assert role_name in text
|
||
|
||
|
||
def test_导出_回款维度sheet透传筛选条件(admin, client: TestClient):
|
||
"""两个维度 sheet 的页眉不能固定写「全部」。"""
|
||
from io import BytesIO
|
||
|
||
from openpyxl import load_workbook
|
||
|
||
resp = client.get(
|
||
f"{_REPORTS}/payment-stats/export",
|
||
params={"customer_type": "personal"},
|
||
headers=admin["headers"],
|
||
)
|
||
assert resp.status_code == 200, resp.text
|
||
workbook = load_workbook(BytesIO(resp.content))
|
||
for sheet_name in ("客户类型对比", "产品类别对比"):
|
||
text = "\n".join(
|
||
str(cell.value)
|
||
for row in workbook[sheet_name].iter_rows()
|
||
for cell in row
|
||
if cell.value is not None
|
||
)
|
||
assert "客户类型 个人户" in text
|
||
assert "筛选条件:全部" not in text
|
||
|
||
|
||
def test_导出超限_失败审计留痕(admin, client: TestClient, monkeypatch):
|
||
"""超限 400 发生在审计上下文内,必须留下失败记录。"""
|
||
from app.services import report_service
|
||
|
||
person = _person(client, admin["headers"])
|
||
_full_chain(client, admin["headers"], owner_id=person["id"])
|
||
monkeypatch.setattr(report_service, "REPORT_EXPORT_MAX_ROWS", 0)
|
||
|
||
resp = client.get(
|
||
f"{_REPORTS}/personal-detail/export",
|
||
params={"settlement_month": _month()},
|
||
headers=admin["headers"],
|
||
)
|
||
assert resp.status_code == 400, resp.text
|
||
log = _latest_export_log()
|
||
assert log is not None
|
||
assert log.success == 0
|
||
assert "超过上限" in (log.error_message or "")
|
||
|
||
|
||
def test_导出取数异常_失败审计留痕(admin, client: TestClient, monkeypatch):
|
||
"""取数阶段的异常同样要留下失败记录。
|
||
|
||
TestClient 默认重抛服务端异常,这里直接调 service 层,聚焦审计落库。
|
||
"""
|
||
from app.core.db import get_session_factory
|
||
from app.models import User
|
||
from app.schemas.report import PersonalDetailQuery
|
||
from app.services import report_service
|
||
|
||
def _boom(*args, **kwargs):
|
||
raise RuntimeError("t_取数异常")
|
||
|
||
monkeypatch.setattr(report_service, "_export_payload", _boom)
|
||
factory = get_session_factory()
|
||
with factory() as session:
|
||
operator = session.get(User, admin["id"])
|
||
with pytest.raises(RuntimeError, match="t_取数异常"):
|
||
report_service.export_report(
|
||
session,
|
||
"personal-detail",
|
||
PersonalDetailQuery(settlement_month=_month()),
|
||
operator=operator,
|
||
)
|
||
log = _latest_export_log()
|
||
assert log is not None
|
||
assert log.success == 0
|
||
# 未预期异常按安全口径收敛为通用文案,摘要仍能定位到报表
|
||
assert "导出个人绩效工资明细表" in (log.summary or "")
|
||
|
||
|
||
@pytest.mark.parametrize("path", ["/personal-detail", "/department-summary", "/payment-stats"])
|
||
def test_非法月份_查询返回400(admin, client: TestClient, path: str):
|
||
"""非法月份必须是参数错误 400,不能落 500。"""
|
||
resp = client.get(
|
||
f"{_REPORTS}{path}",
|
||
params={"settlement_month": "2026-13"},
|
||
headers=admin["headers"],
|
||
)
|
||
assert resp.status_code == 400, resp.text
|
||
|
||
|
||
@pytest.mark.parametrize("code", ["personal-detail", "department-summary", "payment-stats"])
|
||
def test_非法月份_导出返回400(admin, client: TestClient, code: str):
|
||
"""导出手工构造查询模型同样要转 400。"""
|
||
resp = client.get(
|
||
f"{_REPORTS}/{code}/export",
|
||
params={"settlement_month": "2026-13"},
|
||
headers=admin["headers"],
|
||
)
|
||
assert resp.status_code == 400, resp.text
|