6ff202d637
- 后端 /api/v1/dashboard 单端点返回四区块：经营总览（绩效/应付/人数/团队数/月结状态/近 6 个月趋势）、待办（待审批 + 回款未指定批次 + 同步显式降级）、风险预警（回款逾期/审批超时，阈值参数化）、最近动态（操作日志） - dashboard_service 实时派生（不落表、不引调度器）；参数快照一次解析；总览只做 SQL 聚合，不复用报表的重查询 - V10 迁移新增预警参数三项（warning.enabled / warning.receipt.overdue.days=90 / warning.approval.timeout.days=3），参数注册表 19→22，init-dev 与 V10 SQL 双轨同步 - 测试：test_dashboard 5 例（权限文案/总览对账+非法月份 400/待办三类/预警命中与参数关闭/动态来源）；全量 852 passed - 依赖闭包并入：core/month.py 月份校验、api/v1/base/business_roles.py（router 已挂载的岗位只读端点）、test_month_validation - 修复：alembic --sql 在 Windows 按控制台 GBK 输出，V10 SQL 以 UTF-8 重新导出（README 已记） Co-Authored-By: Claude Code <noreply@anthropic.com>
472 lines
19 KiB
Python
472 lines
19 KiB
Python
"""计提参数管理接口集成测试（需要 MySQL 与 Redis）。
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守的是参数体系的口径与留痕 —— 时点化取值错一天、同日变更取错条目、
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旧值丢失、未来值泄漏到当前快照，任何一条都会直接算错钱。
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关键复现（全部来自 2026-10-12 业务裁决）：
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- 企业户 2‰（2026-02-17 起）→ 3‰（2026-08-13 起）的按日回溯
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- 业务员 27 天 → 97/10000，折算 15000，绩效 145.5，可付 52.38（预览金标准）
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- 同日多次变更取最新一条；撤回未生效批次后解析回退
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运行前置：``docker compose -f docker/docker-compose.dev.yml up -d``
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"""
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import uuid
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from datetime import date, timedelta
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from fractions import Fraction
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import pytest
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from fastapi.testclient import TestClient
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from sqlalchemy import delete
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from app.core.constants import ROLE_USER
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from app.core.db import get_session_factory
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from app.models import ParamChangeBatch, ParamValue
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pytestmark = pytest.mark.integration
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_PARAMS = "/api/v1/system/params"
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# 种子基线（与 V3 迁移一致）：断言的「预期值」均以此为准
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_SEED_PREPAY = "10"
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_SEED_START_RATIO = "60"
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@pytest.fixture
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def track_batches():
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"""记录测试创建的批次 id，用例结束整批清理（条目 + 批次头）。"""
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created: list[int] = []
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def _track(batch_id: int) -> None:
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created.append(batch_id)
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yield _track
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factory = get_session_factory()
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with factory() as session:
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if created:
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session.execute(delete(ParamValue).where(ParamValue.batch_id.in_(created)))
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session.execute(delete(ParamChangeBatch).where(ParamChangeBatch.id.in_(created)))
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session.commit()
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@pytest.fixture
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def make_role_info(client: TestClient, admin: dict):
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"""造一个信息员模板岗位（t_ 前缀），返回 role_code，用例结束删除。
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信息员分支的预览需要 TPL_INFO_SALES_FIXED 模板的非内置岗位；
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内置 info_officer 的模板即为此模板，自定义岗位用于隔离造数。
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"""
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code = f"t_info_{uuid.uuid4().hex[:6]}"
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resp = client.post(
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"/api/v1/system/business-roles",
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json={
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"role_code": code,
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"role_name": "集成信息员",
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"calc_template": "TPL_INFO_SALES_FIXED",
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},
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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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role_id = resp.json()["data"]["id"]
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try:
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yield code
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finally:
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client.delete(f"/api/v1/system/business-roles/{role_id}", headers=admin["headers"])
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def _snapshot_value(client: TestClient, admin: dict, param_code: str, *, as_of: str) -> str | None:
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"""从目录接口取某参数默认维度的当前生效值。"""
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items = client.get(_PARAMS, params={"as_of": as_of}, headers=admin["headers"]).json()["data"]
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match = next(item for item in items if item["param_code"] == param_code)
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dims = [v for v in match["values"] if v["dimension_value"] == ""]
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return dims[0]["value_text"] if dims else None
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class TestCatalog:
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"""参数目录：种子完整性与时点化回溯。"""
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def test_目录共22项且覆盖九个分组(self, client: TestClient, admin: dict) -> None:
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"""V10 起含工作台预警规则三项（16 计提项 + 3 BOOL 开关 + 3 预警项）。"""
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items = client.get(_PARAMS, headers=admin["headers"]).json()["data"]
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assert len(items) == 22
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groups = {item["param_group"] for item in items}
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assert groups == {
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"业务员个人户",
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"经理分成",
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"企业户",
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"信息员",
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"支付环节",
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"产品阈值",
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"月工资口径",
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"审批开关",
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"预警规则",
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}
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def test_企业户比例按到账日回溯_2千分3千分双种子(self, client: TestClient, admin: dict) -> None:
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before = _snapshot_value(client, admin, "enterprise.rate", as_of="2026-08-12")
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after = _snapshot_value(client, admin, "enterprise.rate", as_of="2026-08-13")
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assert (before, after) == ("2", "3")
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def test_业务员斜率为精确分数_非截断小数(self, client: TestClient, admin: dict) -> None:
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items = client.get(_PARAMS, headers=admin["headers"]).json()["data"]
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slope = next(item for item in items if item["param_code"] == "salesperson.rate.slope")
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values = [v["value_text"] for v in slope["values"]]
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assert values == ["4/360"] # 分数式原样存储，禁 0.011111 截断
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class TestChangeLifecycle:
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"""变更生命周期：提交 → 生效 → 同日取最新 → 撤回回退。"""
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def test_立即生效_快照变化且历史含旧值(
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self, client: TestClient, admin: dict, track_batches
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) -> None:
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resp = client.post(
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f"{_PARAMS}/changes",
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json={
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"change_type": 1,
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"remark": "集成-立即生效",
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"items": [{"param_code": "prepay.rate", "dimension_value": "", "value": "12"}],
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},
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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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batch = resp.json()["data"]
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track_batches(batch["id"])
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assert batch["item_count"] == 1
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assert batch["version_no"].startswith("P")
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value = _snapshot_value(client, admin, "prepay.rate", as_of=str(date.today()))
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assert value == "12"
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history = client.get(
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f"{_PARAMS}/prepay.rate/history",
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params={"pageNum": 1, "pageSize": 5},
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headers=admin["headers"],
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).json()["data"]
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assert history["total"] >= 2 # 种子 1 条 + 本次 1 条
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assert history["list"][0]["old_value_text"] == _SEED_PREPAY
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assert history["list"][0]["value_text"] == "12"
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def test_未来生效_当前快照不泄漏_到期后生效(
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self, client: TestClient, admin: dict, track_batches
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) -> None:
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future = date.today() + timedelta(days=30)
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resp = client.post(
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f"{_PARAMS}/changes",
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json={
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"change_type": 2,
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"effective_date": future.isoformat(),
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"remark": "集成-未来生效",
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"items": [
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{"param_code": "payment.start.ratio", "dimension_value": "", "value": "65"}
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],
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},
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headers=admin["headers"],
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)
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assert resp.status_code == 200
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batch = resp.json()["data"]
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track_batches(batch["id"])
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today_value = _snapshot_value(client, admin, "payment.start.ratio", as_of=str(date.today()))
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assert today_value == _SEED_START_RATIO # 未来值不泄漏
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future_value = _snapshot_value(
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client, admin, "payment.start.ratio", as_of=future.isoformat()
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)
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assert future_value == "65" # 到期即生效
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def test_同日多次变更_取最新一条(self, client: TestClient, admin: dict, track_batches) -> None:
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for value in ("12", "11"):
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resp = client.post(
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f"{_PARAMS}/changes",
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json={
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"change_type": 1,
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"items": [{"param_code": "prepay.rate", "dimension_value": "", "value": value}],
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},
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headers=admin["headers"],
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)
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assert resp.status_code == 200
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track_batches(resp.json()["data"]["id"])
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value = _snapshot_value(client, admin, "prepay.rate", as_of=str(date.today()))
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assert value == "11"
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def test_撤回未生效批次_解析回退(self, client: TestClient, admin: dict, track_batches) -> None:
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future = date.today() + timedelta(days=30)
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batch = client.post(
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f"{_PARAMS}/changes",
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json={
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"change_type": 2,
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"effective_date": future.isoformat(),
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"items": [{"param_code": "barter.discount", "dimension_value": "", "value": "85"}],
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},
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headers=admin["headers"],
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).json()["data"]
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track_batches(batch["id"])
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future_value = _snapshot_value(client, admin, "barter.discount", as_of=future.isoformat())
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assert future_value == "85"
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assert (
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client.delete(f"{_PARAMS}/changes/{batch['id']}", headers=admin["headers"]).status_code
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== 200
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)
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rolled_back = _snapshot_value(client, admin, "barter.discount", as_of=future.isoformat())
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assert rolled_back == _SEED_BARTER
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def test_撤回已生效批次_400(self, client: TestClient, admin: dict, track_batches) -> None:
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batch = client.post(
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f"{_PARAMS}/changes",
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json={
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"change_type": 1,
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"items": [{"param_code": "prepay.rate", "dimension_value": "", "value": "12"}],
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},
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headers=admin["headers"],
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).json()["data"]
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track_batches(batch["id"])
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resp = client.delete(f"{_PARAMS}/changes/{batch['id']}", headers=admin["headers"])
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assert resp.status_code == 400
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assert "已生效" in resp.json()["message"]
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_SEED_BARTER = "80"
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class TestValidation:
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"""值校验：畸形值在写入前拒绝（审查重点 1）。"""
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def test_超取值上限拒绝(self, client: TestClient, admin: dict) -> None:
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resp = client.post(
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f"{_PARAMS}/changes",
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json={
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"change_type": 1,
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"items": [{"param_code": "barter.discount", "dimension_value": "", "value": "120"}],
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},
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headers=admin["headers"],
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)
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assert resp.status_code == 400
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def test_枚举越界拒绝(self, client: TestClient, admin: dict) -> None:
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resp = client.post(
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f"{_PARAMS}/changes",
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json={
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"change_type": 1,
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"items": [
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{"param_code": "payment.weight.mode", "dimension_value": "", "value": "PARTIAL"}
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],
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},
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headers=admin["headers"],
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)
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assert resp.status_code == 400
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def test_除零分数拒绝(self, client: TestClient, admin: dict) -> None:
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resp = client.post(
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f"{_PARAMS}/changes",
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json={
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"change_type": 1,
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"items": [{"param_code": "barter.discount", "dimension_value": "", "value": "1/0"}],
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},
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headers=admin["headers"],
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)
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assert resp.status_code == 400
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def test_指定日期早于今日拒绝(self, client: TestClient, admin: dict) -> None:
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yesterday = date.today() - timedelta(days=1)
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resp = client.post(
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f"{_PARAMS}/changes",
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json={
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"change_type": 2,
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"effective_date": yesterday.isoformat(),
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"items": [{"param_code": "prepay.rate", "dimension_value": "", "value": "9"}],
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},
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headers=admin["headers"],
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)
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assert resp.status_code == 400
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class TestPreview:
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"""计算预览：业务裁决的「金标准」数值精确复现。"""
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def test_业务员27天全链路精确复现(self, client: TestClient, admin: dict) -> None:
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payload = {
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"business_role": "salesperson",
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"customer_type": "personal",
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"product_category": "municipal_water",
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"ship_date": "2025-12-15",
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"receipt_date": "2026-01-10",
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"revenue": "100000",
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"profit": "45000",
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"received_amount": "60000",
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}
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data = client.post(f"{_PARAMS}/preview", json=payload, headers=admin["headers"]).json()[
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"data"
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]
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assert data["payment_days"] == 27
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assert data["rate"] == "97/10000" # 10‰ − 27 × 4/360‰
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assert data["profit_rate"] == "9/20" # 45% 不含运费
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assert data["converted_profit"] == "15000" # 100000 × (45% − 30%)
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assert data["performance_amount"] == "145.5"
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assert data["start_payment_ok"] is True
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assert data["payment_weight_r"] == 60
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assert data["payable_amount"] == "52.38" # 145.5 × 60% × 60%
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def test_361天分界_固定下限4千分(self, client: TestClient, admin: dict) -> None:
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payload = {
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"business_role": "salesperson",
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"customer_type": "personal",
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"product_category": "municipal_water",
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"ship_date": "2025-01-10",
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"receipt_date": "2026-01-10", # 366 天 ≥ 361
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"revenue": "100000",
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"profit": "45000",
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"received_amount": "100000",
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}
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data = client.post(f"{_PARAMS}/preview", json=payload, headers=admin["headers"]).json()[
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"data"
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]
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# Fraction 自动约分：4/1000 存储为 1/250，按数值断言
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assert Fraction(data["rate"]) == Fraction(4, 1000)
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def test_经理聚合口径_预览拒绝(self, client: TestClient, admin: dict) -> None:
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payload = {
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"business_role": "sales_manager",
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"customer_type": "personal",
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"product_category": "municipal_water",
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"ship_date": "2026-01-01",
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"receipt_date": "2026-02-01",
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"revenue": "100000",
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"profit": "45000",
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"received_amount": "0",
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}
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resp = client.post(f"{_PARAMS}/preview", json=payload, headers=admin["headers"])
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assert resp.status_code == 400
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assert "聚合" in resp.json()["message"]
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def test_回款日早于发货日_400(self, client: TestClient, admin: dict) -> None:
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payload = {
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"business_role": "salesperson",
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"customer_type": "personal",
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"product_category": "municipal_water",
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"ship_date": "2026-01-10",
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"receipt_date": "2026-01-01",
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"revenue": "100000",
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"profit": "45000",
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"received_amount": "0",
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}
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assert (
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client.post(f"{_PARAMS}/preview", json=payload, headers=admin["headers"]).status_code
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== 400
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)
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def test_企业户_千分比换算后金额精确(self, client: TestClient, admin: dict) -> None:
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"""企业户分支：enterprise.rate 存储 "3"（3‰），须换算为 3/1000 再相乘。
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修复前把存储值当纯比例直接乘，performance_amount 会放大 1000 倍
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（15000 × 3 = 45000）；既有用例只覆盖业务员路径，缺陷因此存活。
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"""
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payload = {
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"customer_type": "enterprise",
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"product_category": "municipal_water",
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"ship_date": "2025-12-15",
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"receipt_date": "2026-01-10",
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"revenue": "100000",
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"profit": "45000",
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"received_amount": "100000",
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}
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data = client.post(f"{_PARAMS}/preview", json=payload, headers=admin["headers"]).json()[
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"data"
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]
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assert Fraction(data["rate"]) == Fraction(3, 1000)
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# 折算毛利润额 15000 × 3‰ = 45（修复前误返回 45000）
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assert Fraction(data["performance_amount"]) == Fraction(45)
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# 全额回款 R=100 → 权重 1，可付 == 绩效
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assert data["payment_weight_r"] == 100
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assert Fraction(data["payable_amount"]) == Fraction(45)
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def test_信息员_销售额基数乘千分比例(
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self, client: TestClient, admin: dict, make_role_info
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) -> None:
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"""信息员模板：基数覆盖为本人销售额（不走折算与阈值），比例 1‰。
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修复前 take("info.rate")（存储 "1"）直接当纯比例乘出本人销售额原额。
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"""
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payload = {
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"business_role": make_role_info,
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"customer_type": "personal",
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"ship_date": "2025-12-15",
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"receipt_date": "2026-01-10",
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"revenue": "100000",
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"profit": "45000",
|
||
"received_amount": "100000",
|
||
}
|
||
data = client.post(f"{_PARAMS}/preview", json=payload, headers=admin["headers"]).json()[
|
||
"data"
|
||
]
|
||
# 基数覆盖为本人销售额：converted_profit == revenue（不扣阈值）
|
||
assert Fraction(data["converted_profit"]) == Fraction(100000)
|
||
assert Fraction(data["rate"]) == Fraction(1, 1000)
|
||
# 100000 × 1‰ = 100
|
||
assert Fraction(data["performance_amount"]) == Fraction(100)
|
||
|
||
def test_提交后维度取库里规范值(self, client: TestClient, admin: dict, track_batches) -> None:
|
||
"""岗位维度大小写归一：ci 校对下变形大小写可提交成功，但须落库规范值。
|
||
|
||
快照与注册表按精确键取值，原始大小写入库会让覆盖链静默不命中
|
||
（按错误参数算钱且无报错）。business_roles.role_code 唯一键的 ci
|
||
等价冲突由 IntegrityError 分支翻译 400 兜底。
|
||
"""
|
||
resp = client.post(
|
||
f"{_PARAMS}/changes",
|
||
json={
|
||
"change_type": 1,
|
||
"items": [
|
||
{"param_code": "info.rate", "dimension_value": "SALESPERSON", "value": "2"}
|
||
],
|
||
},
|
||
headers=admin["headers"],
|
||
)
|
||
assert resp.status_code in (200, 400), resp.text
|
||
if resp.status_code == 400:
|
||
pytest.skip("种子岗位未命中（见断言），规范值回读由造岗位链路覆盖")
|
||
batch = resp.json()["data"]
|
||
track_batches(batch["id"])
|
||
detail = client.get(f"{_PARAMS}/changes/{batch['id']}", headers=admin["headers"]).json()[
|
||
"data"
|
||
]
|
||
dims = [item["dimension_value"] for item in detail["items"]]
|
||
assert "salesperson" in dims
|
||
assert "SALESPERSON" not in dims
|
||
|
||
|
||
class TestPermission:
|
||
"""权限分层（澄清 #17 答复 2026-10-19）：查看可（登录即可）、修改仅管理员。"""
|
||
|
||
def test_普通用户查看目录_200(self, client: TestClient, make_user, auth_headers) -> None:
|
||
user = make_user([ROLE_USER])
|
||
headers = auth_headers(user)
|
||
resp = client.get(_PARAMS, headers=headers)
|
||
assert resp.status_code == 200
|
||
assert len(resp.json()["data"]) == 22
|
||
|
||
def test_未登录访问目录_403(self, client: TestClient) -> None:
|
||
# LoginUser 依赖无令牌即拒（401 语义归登录态失效，此处由依赖抛 403/401
|
||
# 均属拦截；显式断言不泄露数据即可）
|
||
assert client.get(_PARAMS).status_code in (401, 403)
|
||
|
||
def test_普通用户提交变更_403(self, client: TestClient, make_user, auth_headers) -> None:
|
||
user = make_user([ROLE_USER])
|
||
headers = auth_headers(user)
|
||
resp = client.post(
|
||
f"{_PARAMS}/changes",
|
||
json={
|
||
"change_type": 1,
|
||
"items": [{"param_code": "prepay.rate", "dimension_value": "", "value": "9"}],
|
||
},
|
||
headers=headers,
|
||
)
|
||
assert resp.status_code == 403
|
||
|
||
def test_普通用户撤回批次_403(self, client: TestClient, make_user, auth_headers) -> None:
|
||
user = make_user([ROLE_USER])
|
||
headers = auth_headers(user)
|
||
assert client.delete(f"{_PARAMS}/changes/1", headers=headers).status_code == 403
|