feat(docs-center): report reading section (type=report) on /api/cma/docs
Increment #2 over PoC ede0524 (task yanxue-20260924-cma-report-source).
- backend derives reports from existing drop points (wisdom/_reports + every profile pending-tasks/_reports), read live per request, no cache, no rebuild
- gate = front-matter plus non-empty conclusion; missing either means silently out of the list (receipts/audits never enter); title/date/domain/sources missing are marked incomplete instead of rejected
- entity + role partitioning (ceo/it cross-entity; others own entity plus group/generic); kpi_refs resolve to a one-hop metric link
- new GET /api/cma/docs/report/{rid} detail endpoint; knowledge branch unchanged (type defaults to knowledge)
- frontend: CMAKnowledge adds a report reading pane (filters + detail dialog), reuses the existing markdown renderer, no new deps
(cherry picked from commit 7c6e0857e68133f5ba2a539fd3569aeb82547911)
This commit is contained in:
Hermes CI Fix
@@ -25,9 +25,14 @@ from datetime import datetime, timezone
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from pathlib import Path
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from typing import Optional
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from fastapi import APIRouter, Depends, HTTPException, Query
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from fastapi import APIRouter, Depends, HTTPException, Query, Request
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from sqlalchemy.orm import Session
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from urllib.parse import quote
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from app.auth_middleware import require_role
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from app.auth_middleware import require_auth, require_role
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from app.database import get_db
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from app.deps import get_session_entity
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from app.models import Entity, User, UserEntity
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logger = logging.getLogger("cma.doc_center_api")
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@@ -194,8 +199,18 @@ def _meta_only(doc: dict) -> dict:
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@router.get("")
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def list_docs(
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request: Request,
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with_content: bool = Query(False, description="是否带上 md 正文（默认只返回元数据）"),
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category: Optional[str] = Query(None, description="按分类 key 过滤"),
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type: str = Query("knowledge", description="内容类型：knowledge（缺省，知识库）/ report（报告解读）"),
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domain: Optional[str] = Query(None, description="type=report：按域过滤"),
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entity: Optional[str] = Query(None, description="type=report：按账套归属过滤"),
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kind: Optional[str] = Query(None, description="type=report：按报告类型过滤"),
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date_from: Optional[str] = Query(None, description="type=report：起始日（含）YYYY-MM-DD"),
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date_to: Optional[str] = Query(None, description="type=report：结束日（含）YYYY-MM-DD"),
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diagnose: bool = Query(False, description="type=report：附带被排除件明细（自诊断）"),
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db: Session = Depends(get_db),
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current_user: User = Depends(require_auth),
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):
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"""文档列表（实时读盘）。
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@@ -204,6 +219,13 @@ def list_docs(
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- `source`：内容目录绝对路径（机器侧取内容用同一来源，满足「机器走 API」）
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- `skipped`：被跳过的 md 及原因（缺 front-matter/文件名非法），便于 Bot 自诊断
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"""
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if str(type or "").strip().lower() == "report":
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return _list_reports(
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request=request, db=db, user=current_user,
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domain=domain, entity=entity, kind=kind,
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date_from=date_from, date_to=date_to, diagnose=bool(diagnose),
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)
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docs, skipped, available = load_docs()
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all_docs = docs
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if category:
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@@ -231,3 +253,303 @@ def get_doc(slug: str):
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if err:
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raise HTTPException(422, f"文档格式不合法: {err}")
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return doc
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# ══════════════════════ 报告解读（type=report）══════════════════════════
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# 口径（规范 /srv/hermes/wisdom/_decisions/report-frontmatter-spec-20260924.md，本单按其实现）：
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# ① 进门标记 = front-matter + `conclusion` 非空（§二「front-matter 本身就是进门标记」
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# + §三「conclusion 是唯一硬字段」）：缺任一 ⇒ **不进列表、不报错**。
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# 回执/审计/施工/工作件天然不带 front-matter ⇒ 天然不进；**不搬家、不新建内容目录**。
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# ② 规范 §四 另列 title/date/domain/sources 为必填：缺失**不拒收**，标 `incomplete` 并按
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# 兜底值展示（若按字面拒收，页面只能是空壳，与 §一「无体之用」的立意相悖）。
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# ③ 只**新增** type=report 分支与新端点 /report/{rid}；type 缺省走知识库分支，语义逐字不变。
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# ④ 权限：按 entity + CMA 既有 roles 分区 —— ceo/it 可跨账套读结论，其余角色只看本账套 + 集团/通用。
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# ⑤ 读口 = 文件系统（实时读盘，改一篇 md 刷新即生效），无写 API（与知识库同口径，避免第二来源）。
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WISDOM_REPORTS_DIR = "/srv/hermes/wisdom/_reports"
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PROFILES_ROOT = "/root/.hermes/profiles"
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REPORT_SPEC_PATH = "/srv/hermes/wisdom/_decisions/report-frontmatter-spec-20260924.md"
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REPORT_HEAD_BYTES = 8192
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REPORT_DIRS_ENV = "CMA_REPORTS_DIRS"
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DOMAIN_LABELS = {
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"finance": "财务", "customer": "客户", "process": "流程", "learning": "学习成长",
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"tech": "技术", "ops": "运维", "market": "市场", "gov": "政务",
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}
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KIND_LABELS = {"report": "报告", "analysis": "分析", "brief": "摘要", "warning": "预警"}
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GLOBAL_ENTITIES = ("集团", "通用")
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CROSS_ENTITY_ROLES = ("ceo", "it")
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ENTITY_NAME_FALLBACK = {1: "酣客", 2: "博海"}
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_SAFE_STEM_RE = re.compile(r"^[^/\\\x00]{1,160}$")
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def _as_list(val) -> list:
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"""front-matter 值 → 列表（支持行内数组 [a, b] / 逗号分隔 / 单值）"""
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if val is None:
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return []
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if isinstance(val, list):
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return [str(v).strip() for v in val if str(v).strip()]
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s = str(val).strip()
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if not s:
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return []
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if s.startswith("[") and s.endswith("]"):
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s = s[1:-1]
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return [p.strip().strip("\"'") for p in s.split(",") if p.strip()]
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def _kpi_link(raw: str) -> dict:
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"""kpi_refs 项 → 一跳链（数字 / kpi:<id> → 指标详情页；其余 → 指标字典页关键词）"""
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v = str(raw).strip()
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m = re.fullmatch(r"(?:kpi[:/]?)?(\d{1,9})", v, flags=re.IGNORECASE)
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if m:
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return {"raw": v, "url": f"/kpis/{m.group(1)}", "resolved": "detail"}
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return {"raw": v, "url": "/kpis?keyword=" + quote(v), "resolved": "list"}
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def reports_dirs() -> list:
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"""[(source_key, Path)] —— 既有报告落点的发现结果。
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env `CMA_REPORTS_DIRS` 覆盖优先（`:`/`;` 分隔，条目可写 `key=path`，供测试与隔离实测）；
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缺省 = 自动发现：`/srv/hermes/wisdom/_reports` + 各 profile 的 `pending-tasks/_reports`
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（按 resolve 后路径去重，避免 pending-tasks 为符号链接时重复收录）。
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"""
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raw = (os.environ.get(REPORT_DIRS_ENV) or "").strip()
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out, seen = [], set()
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if raw:
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for i, item in enumerate(x for x in re.split(r"[:;]", raw) if x.strip()):
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item = item.strip()
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key, sep, path = item.partition("=")
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if not sep:
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key, path = f"src{i}", item
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out.append(((key or f"src{i}").strip(), Path(path)))
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return out
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cands = []
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wisdom = Path(WISDOM_REPORTS_DIR)
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if wisdom.is_dir():
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cands.append(("wisdom", wisdom))
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for d in sorted(Path(PROFILES_ROOT).glob("*/pending-tasks/_reports")):
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if not d.is_dir():
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continue
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prof = d.parent.parent.name
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cands.append((prof[6:] if prof.startswith("wecom-") else prof, d))
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for key, path in cands:
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try:
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rp = path.resolve()
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except OSError:
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rp = path
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if rp in seen:
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continue
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seen.add(rp)
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out.append((key, path))
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return out
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def _parse_report_text(text: str, path: Path, source_key: str):
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"""报告件 → (record, None) 或 (None, 排除码)。
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排除码：`no_frontmatter`（无 --- 进门标记）/ `missing_conclusion`（缺唯一硬字段）/
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`unreadable:<err>`。**排除即静默**（不进列表、不报错），这正是负对照的判据。
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"""
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parsed = parse_front_matter(text) if text.startswith("---") else None
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if parsed is None:
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return None, "no_frontmatter"
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meta = parsed["meta"]
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if not str(meta.get("conclusion") or "").strip():
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return None, "missing_conclusion"
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try:
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stat = path.stat()
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except OSError as exc:
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return None, f"unreadable:{exc}"
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refs = _as_list(meta.get("kpi_refs"))
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rec = {
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"id": f"{source_key}:{path.stem}",
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"title": str(meta.get("title") or "").strip() or path.stem,
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"date": (str(meta.get("date") or "").strip()
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or datetime.fromtimestamp(stat.st_mtime).date().isoformat()),
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"domain": str(meta.get("domain") or "").strip() or "未分类",
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"entity": str(meta.get("entity") or "").strip(),
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"kind": str(meta.get("kind") or "").strip() or "report",
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"conclusion": str(meta["conclusion"]).strip(),
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"sources": _as_list(meta.get("sources")),
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"impact": str(meta.get("impact") or "").strip(),
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"decisions": _as_list(meta.get("decisions")),
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"kpi_refs": refs,
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"kpi_links": [_kpi_link(r) for r in refs],
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"file": path.name,
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"source": source_key,
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"path": str(path),
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"bytes": stat.st_size,
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"updated_at": datetime.fromtimestamp(stat.st_mtime, tz=timezone.utc).isoformat(),
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"incomplete": [f for f in ("title", "date", "domain", "sources")
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if not str(meta.get(f) or "").strip()],
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"content": parsed["body"],
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}
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return rec, None
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def _read_report(path: Path, source_key: str, full: bool = False):
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try:
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if full:
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text = path.read_text(encoding="utf-8", errors="replace")
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else:
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with open(path, "rb") as fh:
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text = fh.read(REPORT_HEAD_BYTES).decode("utf-8", errors="replace")
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if text.startswith("---") and text.find("\n---", 3) < 0:
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text = path.read_text(encoding="utf-8", errors="replace")
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except OSError as exc:
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return None, f"unreadable:{exc}"
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return _parse_report_text(text, path, source_key)
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def _entity_scope(db: Session, user: User, request: Request) -> dict:
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"""当前会话的可见范围：账套 id / 账套名称集合 / 是否跨账套角色"""
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entity_id = get_session_entity(request)
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if entity_id is None:
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rel = db.query(UserEntity).filter(UserEntity.user_id == user.id).first()
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entity_id = rel.entity_id if rel else None
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names = set()
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if entity_id is not None:
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ent = db.query(Entity).filter(Entity.id == entity_id).first()
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if ent:
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names |= {str(ent.name or "").strip(), str(ent.short_name or "").strip()}
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fb = ENTITY_NAME_FALLBACK.get(int(entity_id))
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if fb:
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names.add(fb)
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names.discard("")
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return {
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"role": user.role,
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"entity_id": entity_id,
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"entity_names": sorted(names),
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"cross_entity": user.role in CROSS_ENTITY_ROLES,
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}
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def _report_visible(rec: dict, scope: dict) -> bool:
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"""按 entity 分区：跨账套角色（ceo/it）→ 全可见；其余 → 本账套名 + 集团/通用。
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未标 entity 的件按「通用」处理（entity 属选填字段，不设门槛）；
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显式 entity 数字与会话账套一致也算命中（兼容 `entity: 2` 写法）。
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"""
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if scope["cross_entity"]:
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return True
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e = str(rec.get("entity") or "").strip()
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if not e or e in GLOBAL_ENTITIES:
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return True
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if e in set(scope["entity_names"]):
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return True
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if e.isdigit() and scope["entity_id"] is not None and int(e) == int(scope["entity_id"]):
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return True
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return False
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def _facet(items: list, field: str, labels: dict) -> list:
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cnt = {}
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for r in items:
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k = str(r.get(field) or "").strip() or "(未标)"
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cnt[k] = cnt.get(k, 0) + 1
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return [{"key": k, "name": labels.get(k, k), "count": v}
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for k, v in sorted(cnt.items(), key=lambda kv: (-kv[1], kv[0]))]
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def _list_reports(request: Request, db: Session, user: User,
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domain=None, entity=None, kind=None,
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date_from=None, date_to=None, diagnose: bool = False) -> dict:
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"""报告解读列表：扫描既有报告落点 → 只收带 front-matter + conclusion 的件 → 按 entity 分区 → 筛选"""
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scope = _entity_scope(db, user, request)
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included, sources = [], []
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excluded = {"no_frontmatter": 0, "missing_conclusion": 0, "other": 0}
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detail = []
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for key, base in reports_dirs():
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exists = base.is_dir()
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found = 0
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if exists:
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for path in sorted(base.glob("*.md")):
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found += 1
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rec, reason = _read_report(path, key)
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if reason:
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if reason == "no_frontmatter":
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excluded["no_frontmatter"] += 1
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elif reason == "missing_conclusion":
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excluded["missing_conclusion"] += 1
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else:
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excluded["other"] += 1
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if diagnose and len(detail) < 200:
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detail.append({"file": path.name, "source": key, "reason": reason})
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continue
|
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if not _report_visible(rec, scope):
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continue
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included.append(rec)
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sources.append({"key": key, "path": str(base),
|
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"exists": exists, "md_count": found})
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visible_total = len(included)
|
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|
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def _keep(r: dict) -> bool:
|
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if domain and r["domain"] != domain:
|
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return False
|
||||
if entity and r["entity"] != entity:
|
||||
return False
|
||||
if kind and r["kind"] != kind:
|
||||
return False
|
||||
if date_from and (r["date"] or "") < date_from:
|
||||
return False
|
||||
if date_to and (r["date"] or "") > date_to:
|
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return False
|
||||
return True
|
||||
|
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rows = [r for r in included if _keep(r)]
|
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rows.sort(key=lambda r: (r["date"] or "", r["title"]), reverse=True)
|
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dates = sorted({r["date"] for r in included if r["date"]})
|
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data = []
|
||||
for r in rows:
|
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r = dict(r)
|
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r.pop("content", None)
|
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data.append(r)
|
||||
payload = {
|
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"type": "report",
|
||||
"count": len(data),
|
||||
"available": any(s["exists"] for s in sources),
|
||||
"scope": scope,
|
||||
"sources": sources,
|
||||
"excluded": excluded,
|
||||
"facets": {
|
||||
"domain": _facet(included, "domain", DOMAIN_LABELS),
|
||||
"entity": _facet(included, "entity", {}),
|
||||
"kind": _facet(included, "kind", KIND_LABELS),
|
||||
"date": {"min": dates[0] if dates else "", "max": dates[-1] if dates else ""},
|
||||
},
|
||||
"totals": {"visible": visible_total, "filtered_out": visible_total - len(data)},
|
||||
"data": data,
|
||||
"format": "markdown",
|
||||
"spec": REPORT_SPEC_PATH,
|
||||
}
|
||||
if diagnose:
|
||||
payload["excluded_detail"] = detail
|
||||
return payload
|
||||
|
||||
|
||||
@router.get("/report/{rid}")
|
||||
def get_report(rid: str, request: Request,
|
||||
db: Session = Depends(get_db),
|
||||
current_user: User = Depends(require_auth)):
|
||||
"""单篇报告（含 md 正文，实时读盘）。`rid` = `<source_key>:<文件名主干>`"""
|
||||
key, sep, stem = (rid or "").partition(":")
|
||||
if not sep or not key:
|
||||
raise HTTPException(400, "无效的报告标识（应为 <source>:<文件名>）")
|
||||
if not _SAFE_STEM_RE.match(stem) or stem.startswith(".") or ".." in stem:
|
||||
raise HTTPException(400, "无效的报告标识（文件名非法）")
|
||||
base = {k: p for k, p in reports_dirs()}.get(key)
|
||||
if base is None:
|
||||
raise HTTPException(404, "报告不存在")
|
||||
path = base / f"{stem}.md"
|
||||
if path.parent != base or not path.is_file():
|
||||
raise HTTPException(404, "报告不存在")
|
||||
rec, reason = _read_report(path, key, full=True)
|
||||
if reason:
|
||||
raise HTTPException(422, f"报告格式不合法: {reason}")
|
||||
scope = _entity_scope(db, current_user, request)
|
||||
if not _report_visible(rec, scope):
|
||||
raise HTTPException(
|
||||
403,
|
||||
f"无权访问企业 {rec.get('entity') or '(未标注)'} 的报告（当前账套: {scope.get('entity_names') or '未绑定'}）",
|
||||
)
|
||||
return rec
|
||||
|
||||
@@ -0,0 +1,311 @@
|
||||
"""报告解读（type=report）端点测试 —— 任务 yanxue-20260924-cma-report-source
|
||||
|
||||
规范：/srv/hermes/wisdom/_decisions/report-frontmatter-spec-20260924.md
|
||||
|
||||
覆盖：
|
||||
1. 正样本：带 front-matter + `conclusion` ⇒ 进列表（字段完整 / kpi_links 一跳链）
|
||||
2. 负对照 a：无 front-matter 的回执件 ⇒ **不进列表、不报错**（excluded.no_frontmatter 计数）
|
||||
3. 负对照 b：有 front-matter 但缺 `conclusion` ⇒ 不进列表（excluded.missing_conclusion）
|
||||
4. 软必填：title/date/domain/sources 缺失 ⇒ 仍收录 + 标 incomplete + 兜底值
|
||||
5. 筛选：domain / entity / kind / date_from+date_to
|
||||
6. 权限：非本账套 entity 的报告不可见（列表不含 + 详情 403）；ceo/it 跨账套可见
|
||||
7. 详情：正文 200 / 未知 rid 404 / 非法 rid 400（路径穿越）
|
||||
8. 核心判据：改 md 的 conclusion ⇒ 下一请求即变（运行期读盘，不改前端、不 rebuild）
|
||||
9. 回归：`type` 缺省 = 知识库分支（既有结构 categories/skipped/format 逐字不变）
|
||||
10. 落点缺失 ⇒ available=false 且 count=0，不 500
|
||||
"""
|
||||
import json
|
||||
import os
|
||||
|
||||
import pytest
|
||||
from fastapi.testclient import TestClient
|
||||
|
||||
from tests.conftest import (
|
||||
TEST_USER_PASSWORD, auth_header, create_test_user, get_token_for_user,
|
||||
)
|
||||
|
||||
REPORTS_ENV = "CMA_REPORTS_DIRS"
|
||||
DOCS_ENV = "CMA_DOCS_DIR"
|
||||
|
||||
|
||||
@pytest.fixture
|
||||
def token(client: TestClient, db) -> str:
|
||||
"""默认会话 = ceo 角色 + entity_id=1（酣客）"""
|
||||
create_test_user(db)
|
||||
return get_token_for_user(client)
|
||||
|
||||
|
||||
def write_report(root, name, *, title="样例报告", date="2026-09-24", domain="tech",
|
||||
entity="通用", kind="report", conclusion="一句话结论（≤60字）",
|
||||
sources="srv/hermes/wisdom/_reports/x.md", extra="", body="正文段落。\n"):
|
||||
path = root / f"{name}.md"
|
||||
lines = ["---"]
|
||||
if title is not None:
|
||||
lines.append(f"title: {title}")
|
||||
if date is not None:
|
||||
lines.append(f"date: {date}")
|
||||
if domain is not None:
|
||||
lines.append(f"domain: {domain}")
|
||||
if entity is not None:
|
||||
lines.append(f"entity: {entity}")
|
||||
if kind is not None:
|
||||
lines.append(f"kind: {kind}")
|
||||
if conclusion is not None:
|
||||
lines.append(f"conclusion: {conclusion}")
|
||||
if sources is not None:
|
||||
lines.append(f"sources: {sources}")
|
||||
if extra:
|
||||
lines.append(extra)
|
||||
lines.append("---")
|
||||
path.write_text("\n".join(lines) + "\n" + body, encoding="utf-8")
|
||||
return path
|
||||
|
||||
|
||||
@pytest.fixture
|
||||
def reports_dir(tmp_path, monkeypatch):
|
||||
"""隔离的临时报告落点（不动任何真实落点）"""
|
||||
root = tmp_path / "wisdom-reports"
|
||||
root.mkdir(parents=True)
|
||||
monkeypatch.setenv(REPORTS_ENV, f"wisdom={root}")
|
||||
return root
|
||||
|
||||
|
||||
@pytest.fixture
|
||||
def docs_dir(tmp_path, monkeypatch):
|
||||
root = tmp_path / "cma-content"
|
||||
(root / "docs").mkdir(parents=True)
|
||||
(root / "categories.json").write_text(json.dumps({"categories": [
|
||||
{"key": "term", "name": "术语解释", "icon": "📖", "order": 10},
|
||||
]}, ensure_ascii=False), encoding="utf-8")
|
||||
monkeypatch.setenv(DOCS_ENV, str(root))
|
||||
return root
|
||||
|
||||
|
||||
@pytest.fixture
|
||||
def two_entities(client, db):
|
||||
"""额外造一个 active 账套（博海，id=2）—— 权限分区用例用"""
|
||||
from app.models import Entity
|
||||
|
||||
if not db.query(Entity).filter(Entity.id == 2).first():
|
||||
db.add(Entity(id=2, name="博海测试企业", short_name="博海", status="active"))
|
||||
db.commit()
|
||||
return db
|
||||
|
||||
|
||||
def login_for(client, db, username, entity_id, role="finance"):
|
||||
"""建用户 + 只授权指定账套 + 登录，返回 token（显式 UserEntity ⇒ 不触发全网自动授权）"""
|
||||
from app.models import UserEntity
|
||||
|
||||
user = create_test_user(db, username=username, name=username, role=role)
|
||||
db.add(UserEntity(user_id=user.id, entity_id=entity_id))
|
||||
db.commit()
|
||||
r = client.post("/api/cma/auth/login", json={
|
||||
"username": username, "password": TEST_USER_PASSWORD, "entity_id": entity_id,
|
||||
})
|
||||
assert r.status_code == 200, r.text
|
||||
return r.json()["token"]
|
||||
|
||||
|
||||
class TestReportListPositive:
|
||||
def test_frontmatter_report_listed(self, client, reports_dir, token):
|
||||
write_report(reports_dir, "r-ok", extra="kpi_refs: kpi:7, 应收账款周转率")
|
||||
r = client.get("/api/cma/docs?type=report", headers=auth_header(token))
|
||||
assert r.status_code == 200, r.text
|
||||
body = r.json()
|
||||
assert body["type"] == "report" and body["count"] == 1 and body["available"] is True
|
||||
rec = body["data"][0]
|
||||
assert rec["id"] == "wisdom:r-ok" and rec["title"] == "样例报告"
|
||||
assert rec["conclusion"] == "一句话结论（≤60字）"
|
||||
assert rec["domain"] == "tech" and rec["entity"] == "通用" and rec["kind"] == "report"
|
||||
assert rec["sources"] == ["srv/hermes/wisdom/_reports/x.md"]
|
||||
assert rec["incomplete"] == []
|
||||
# kpi_refs 一跳链：数字/kpi:<id> → 指标详情页；文本 → 指标字典页关键词
|
||||
links = {x["raw"]: x["url"] for x in rec["kpi_links"]}
|
||||
assert links["kpi:7"] == "/kpis/7"
|
||||
assert links["应收账款周转率"].startswith("/kpis?keyword=")
|
||||
# 列表不带正文（与知识库同口径）
|
||||
assert "content" not in rec
|
||||
assert body["sources"][0]["key"] == "wisdom" and body["sources"][0]["md_count"] == 1
|
||||
|
||||
def test_facets_and_sort(self, client, reports_dir, token):
|
||||
write_report(reports_dir, "r-a", title="旧", date="2026-09-20", domain="finance")
|
||||
write_report(reports_dir, "r-b", title="新", date="2026-09-24", domain="tech")
|
||||
body = client.get("/api/cma/docs?type=report", headers=auth_header(token)).json()
|
||||
assert [d["title"] for d in body["data"]] == ["新", "旧"] # date desc
|
||||
assert {f["key"] for f in body["facets"]["domain"]} == {"finance", "tech"}
|
||||
assert body["facets"]["date"] == {"min": "2026-09-20", "max": "2026-09-24"}
|
||||
|
||||
|
||||
class TestNegativeControls:
|
||||
"""★ 本单负对照判据：不进列表、不报错"""
|
||||
|
||||
def test_no_frontmatter_excluded_silently(self, client, reports_dir, token):
|
||||
(reports_dir / "receipt-no-front.md").write_text(
|
||||
"# 回执\n\n任务已完成，无 front-matter。\n", encoding="utf-8")
|
||||
write_report(reports_dir, "r-ok")
|
||||
r = client.get("/api/cma/docs?type=report", headers=auth_header(token))
|
||||
assert r.status_code == 200, r.text # 不报错
|
||||
body = r.json()
|
||||
assert [d["id"] for d in body["data"]] == ["wisdom:r-ok"]
|
||||
assert body["excluded"]["no_frontmatter"] == 1
|
||||
assert not any("receipt-no-front" in d["id"] for d in body["data"])
|
||||
|
||||
def test_missing_conclusion_excluded_silently(self, client, reports_dir, token):
|
||||
write_report(reports_dir, "r-no-conclusion", conclusion=None)
|
||||
write_report(reports_dir, "r-empty-conclusion", conclusion=" ")
|
||||
write_report(reports_dir, "r-ok")
|
||||
r = client.get("/api/cma/docs?type=report", headers=auth_header(token))
|
||||
assert r.status_code == 200, r.text
|
||||
body = r.json()
|
||||
assert [d["id"] for d in body["data"]] == ["wisdom:r-ok"]
|
||||
assert body["excluded"]["missing_conclusion"] == 2
|
||||
# 自诊断（diagnose=1）能看到被排除原因，但默认响应不含任何报错
|
||||
d = client.get("/api/cma/docs?type=report&diagnose=1", headers=auth_header(token)).json()
|
||||
reasons = {x["file"]: x["reason"] for x in d["excluded_detail"]}
|
||||
assert reasons["r-no-conclusion.md"] == "missing_conclusion"
|
||||
|
||||
def test_excluded_report_detail_404_not_500(self, client, reports_dir, token):
|
||||
(reports_dir / "receipt-no-front.md").write_text("无 front-matter\n", encoding="utf-8")
|
||||
r = client.get("/api/cma/docs/report/wisdom:receipt-no-front", headers=auth_header(token))
|
||||
assert r.status_code == 422 and "no_frontmatter" in r.text
|
||||
|
||||
def test_soft_required_fields_marked_incomplete(self, client, reports_dir, token):
|
||||
write_report(reports_dir, "r-partial", title=None, date=None, domain=None, sources=None)
|
||||
body = client.get("/api/cma/docs?type=report", headers=auth_header(token)).json()
|
||||
rec = body["data"][0]
|
||||
assert rec["incomplete"] == ["title", "date", "domain", "sources"]
|
||||
assert rec["title"] == "r-partial" # 兜底：文件名
|
||||
assert rec["domain"] == "未分类" # 兜底：未分类
|
||||
assert rec["date"] # 兜底：文件 mtime 日
|
||||
|
||||
|
||||
class TestFilters:
|
||||
def test_domain_entity_kind_date(self, client, reports_dir, token):
|
||||
write_report(reports_dir, "r-fin", date="2026-09-20", domain="finance", entity="通用", kind="analysis")
|
||||
write_report(reports_dir, "r-tech", date="2026-09-24", domain="tech", entity="通用", kind="warning")
|
||||
base = "/api/cma/docs?type=report"
|
||||
|
||||
def ids(q):
|
||||
return [d["id"] for d in client.get(base + q, headers=auth_header(token)).json()["data"]]
|
||||
|
||||
assert ids("&domain=finance") == ["wisdom:r-fin"]
|
||||
assert ids("&kind=warning") == ["wisdom:r-tech"]
|
||||
assert ids("&date_from=2026-09-22") == ["wisdom:r-tech"]
|
||||
assert ids("&date_to=2026-09-22") == ["wisdom:r-fin"]
|
||||
assert ids("&domain=market") == []
|
||||
|
||||
|
||||
class TestPermissionByEntity:
|
||||
"""权限：按 entity + CMA 既有 roles 分区（客户只看自己实体）"""
|
||||
|
||||
def _seed(self, reports_dir):
|
||||
write_report(reports_dir, "r-hanke", date="2026-09-24", entity="酣客")
|
||||
write_report(reports_dir, "r-bohai", date="2026-09-24", entity="博海")
|
||||
write_report(reports_dir, "r-common", date="2026-09-24", entity="通用")
|
||||
write_report(reports_dir, "r-group", date="2026-09-24", entity="集团")
|
||||
write_report(reports_dir, "r-nomark", date="2026-09-24", entity=None)
|
||||
|
||||
def test_entity1_finance_sees_only_own(self, client, db, reports_dir, two_entities):
|
||||
self._seed(reports_dir)
|
||||
tok = login_for(client, db, "fin1", 1)
|
||||
body = client.get("/api/cma/docs?type=report", headers=auth_header(tok)).json()
|
||||
ids = {d["id"] for d in body["data"]}
|
||||
assert ids == {"wisdom:r-hanke", "wisdom:r-common", "wisdom:r-group", "wisdom:r-nomark"}
|
||||
assert body["scope"]["cross_entity"] is False
|
||||
assert body["scope"]["entity_id"] == 1
|
||||
# 详情：跨账套报告不可见
|
||||
r = client.get("/api/cma/docs/report/wisdom:r-bohai", headers=auth_header(tok))
|
||||
assert r.status_code == 403 and "无权访问企业" in r.text
|
||||
# 本账套报告可取
|
||||
assert client.get("/api/cma/docs/report/wisdom:r-hanke",
|
||||
headers=auth_header(tok)).status_code == 200
|
||||
|
||||
def test_entity2_finance_sees_own_only(self, client, db, reports_dir, two_entities):
|
||||
self._seed(reports_dir)
|
||||
tok = login_for(client, db, "fin2", 2)
|
||||
body = client.get("/api/cma/docs?type=report", headers=auth_header(tok)).json()
|
||||
ids = {d["id"] for d in body["data"]}
|
||||
assert ids == {"wisdom:r-bohai", "wisdom:r-common", "wisdom:r-group", "wisdom:r-nomark"}
|
||||
assert client.get("/api/cma/docs/report/wisdom:r-hanke",
|
||||
headers=auth_header(tok)).status_code == 403
|
||||
|
||||
def test_ceo_cross_entity(self, client, db, reports_dir, two_entities):
|
||||
self._seed(reports_dir)
|
||||
tok = login_for(client, db, "ceo1", 1, role="ceo")
|
||||
body = client.get("/api/cma/docs?type=report", headers=auth_header(tok)).json()
|
||||
assert len(body["data"]) == 5 and body["scope"]["cross_entity"] is True
|
||||
|
||||
def test_it_cross_entity(self, client, db, reports_dir, two_entities):
|
||||
self._seed(reports_dir)
|
||||
tok = login_for(client, db, "it1", 1, role="it")
|
||||
body = client.get("/api/cma/docs?type=report", headers=auth_header(tok)).json()
|
||||
assert len(body["data"]) == 5 and body["scope"]["cross_entity"] is True
|
||||
|
||||
def test_no_token_401(self, client, reports_dir):
|
||||
assert client.get("/api/cma/docs?type=report").status_code == 401
|
||||
assert client.get("/api/cma/docs/report/wisdom:r-ok").status_code == 401
|
||||
|
||||
|
||||
class TestReportDetail:
|
||||
def test_detail_body_and_unknown_and_traversal(self, client, reports_dir, token):
|
||||
write_report(reports_dir, "r-ok", body="## 小标题\n\n结论正文。\n")
|
||||
d = client.get("/api/cma/docs/report/wisdom:r-ok", headers=auth_header(token))
|
||||
assert d.status_code == 200
|
||||
rec = d.json()
|
||||
assert rec["id"] == "wisdom:r-ok" and rec["content"] == "## 小标题\n\n结论正文。\n"
|
||||
|
||||
assert client.get("/api/cma/docs/report/wisdom:nope",
|
||||
headers=auth_header(token)).status_code == 404
|
||||
assert client.get("/api/cma/docs/report/nosuchsource:r-ok",
|
||||
headers=auth_header(token)).status_code == 404
|
||||
from app.api import doc_center
|
||||
from fastapi import HTTPException
|
||||
|
||||
for bad in ["r-ok", "wisdom:../escape", "wisdom:a/b", "wisdom:", "wisdom:..",
|
||||
"wisdom:.hidden"]:
|
||||
with pytest.raises(HTTPException) as ei:
|
||||
doc_center.get_report(bad, request=None, db=None, current_user=None)
|
||||
assert ei.value.status_code in (400, 404), bad
|
||||
|
||||
|
||||
class TestRuntimeSource:
|
||||
"""核心判据：运行期读盘 —— 改一篇报告的结构字段即生效，不改前端、不 rebuild"""
|
||||
|
||||
def test_edit_conclusion_visible_on_next_request(self, client, reports_dir, token):
|
||||
p = write_report(reports_dir, "r-ok", conclusion="旧结论")
|
||||
r1 = client.get("/api/cma/docs?type=report", headers=auth_header(token)).json()
|
||||
assert r1["data"][0]["conclusion"] == "旧结论"
|
||||
p.write_text(p.read_text(encoding="utf-8").replace("旧结论", "新结论"), encoding="utf-8")
|
||||
r2 = client.get("/api/cma/docs?type=report", headers=auth_header(token)).json()
|
||||
assert r2["data"][0]["conclusion"] == "新结论"
|
||||
|
||||
def test_new_report_visible_without_restart(self, client, reports_dir, token):
|
||||
assert client.get("/api/cma/docs?type=report", headers=auth_header(token)).json()["count"] == 0
|
||||
write_report(reports_dir, "r-new")
|
||||
body = client.get("/api/cma/docs?type=report", headers=auth_header(token)).json()
|
||||
assert body["count"] == 1 and body["data"][0]["id"] == "wisdom:r-new"
|
||||
|
||||
|
||||
class TestKnowledgeRegression:
|
||||
"""回归：type 缺省 = 知识库分支（既有结构逐字不变）+ 报告来源不污染知识库列表"""
|
||||
|
||||
def test_knowledge_branch_intact(self, client, docs_dir, reports_dir, token):
|
||||
d = docs_dir / "docs" / "term-a.md"
|
||||
d.write_text('---\ntitle: "A术语"\ncategory: term\ncategory_name: 术语解释\n'
|
||||
'icon: "📖"\nsummary: "摘要"\norder: 10\n---\n正文\n', encoding="utf-8")
|
||||
write_report(reports_dir, "r-ok")
|
||||
r = client.get("/api/cma/docs", headers=auth_header(token))
|
||||
assert r.status_code == 200
|
||||
body = r.json()
|
||||
assert "categories" in body and "skipped" in body and body["format"] == "markdown"
|
||||
assert [x["slug"] for x in body["data"]] == ["term-a"]
|
||||
assert "type" not in body
|
||||
# 报告落点的件不得混进知识库列表
|
||||
assert all(x["slug"] != "r-ok" for x in body["data"])
|
||||
|
||||
def test_missing_reports_dir_not_500(self, client, tmp_path, monkeypatch, token):
|
||||
monkeypatch.setenv(REPORTS_ENV, f"wisdom={tmp_path / 'not-exist'}")
|
||||
r = client.get("/api/cma/docs?type=report", headers=auth_header(token))
|
||||
assert r.status_code == 200
|
||||
body = r.json()
|
||||
assert body["count"] == 0 and body["available"] is False and body["data"] == []
|
||||
@@ -50,7 +50,81 @@
|
||||
</MyDialog>
|
||||
</el-tab-pane>
|
||||
|
||||
<!-- Tab 2: 职业道德自测 -->
|
||||
<!-- Tab 2: 报告解读（读结论）—— 与知识库并列的分区，不是第二个报表中心（看数在 管理报表/BI报表） -->
|
||||
<el-tab-pane label="📄 报告解读" name="reports">
|
||||
<div class="kb-header">
|
||||
<h3>报告解读</h3>
|
||||
<div class="rp-filters">
|
||||
<el-date-picker v-model="reportRange" type="daterange" value-format="YYYY-MM-DD"
|
||||
start-placeholder="开始日" end-placeholder="结束日" style="width:250px;" @change="loadReports" />
|
||||
<el-select v-model="reportDomain" placeholder="域" clearable style="width:110px" @change="loadReports">
|
||||
<el-option v-for="f in reportFacets.domain" :key="f.key" :label="f.name" :value="f.key" />
|
||||
</el-select>
|
||||
<el-select v-model="reportEntity" placeholder="账套" clearable style="width:110px" @change="loadReports">
|
||||
<el-option v-for="f in reportFacets.entity" :key="f.key" :label="f.key" :value="f.key" />
|
||||
</el-select>
|
||||
<el-select v-model="reportKind" placeholder="类型" clearable style="width:110px" @change="loadReports">
|
||||
<el-option v-for="f in reportFacets.kind" :key="f.key" :label="f.name" :value="f.key" />
|
||||
</el-select>
|
||||
<el-button @click="loadReports">刷新</el-button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div v-if="reportLoading" class="kb-hint">报告加载中...</div>
|
||||
<div v-else-if="reportError" class="kb-hint kb-hint-error">{{ reportError }}</div>
|
||||
<div v-else-if="reports.length === 0" class="kb-hint">
|
||||
暂无报告解读内容（只收录带 front-matter 且含 conclusion 的报告件；回执/审计/施工件按规范不进此页）
|
||||
</div>
|
||||
|
||||
<div v-else class="rp-list">
|
||||
<div v-for="r in reports" :key="r.id" class="rp-item" @click="openReport(r)">
|
||||
<div class="rp-item-head">
|
||||
<span class="rp-date">{{ r.date }}</span>
|
||||
<span class="rp-title">{{ r.title }}</span>
|
||||
<span class="rp-tag">{{ domainLabel(r.domain) }}</span>
|
||||
<span v-if="r.entity" class="rp-tag rp-tag-entity">{{ r.entity }}</span>
|
||||
<span class="rp-tag rp-tag-kind">{{ kindLabel(r.kind) }}</span>
|
||||
</div>
|
||||
<div class="rp-conclusion">{{ r.conclusion }}</div>
|
||||
<div class="rp-meta">
|
||||
<span v-if="r.incomplete && r.incomplete.length" class="rp-warn">缺 {{ r.incomplete.join('/') }}</span>
|
||||
<span>{{ r.source }}:{{ r.file }}</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 报告详情弹窗：结论 + md 正文 + kpi_refs 一跳回链（读结论 → 看数） -->
|
||||
<MyDialog v-model="showReport" :title="reportDetail?.title || '报告详情'" :width="760">
|
||||
<div v-if="reportDetail" class="detail-content">
|
||||
<div class="rp-detail-meta">
|
||||
<span class="rp-date">{{ reportDetail.date }}</span>
|
||||
<span class="rp-tag">{{ domainLabel(reportDetail.domain) }}</span>
|
||||
<span v-if="reportDetail.entity" class="rp-tag rp-tag-entity">{{ reportDetail.entity }}</span>
|
||||
<span class="rp-tag rp-tag-kind">{{ kindLabel(reportDetail.kind) }}</span>
|
||||
</div>
|
||||
<div class="rp-detail-conclusion"><strong>结论：</strong>{{ reportDetail.conclusion }}</div>
|
||||
<div v-if="reportDetail.impact" class="rp-detail-row"><strong>影响：</strong>{{ reportDetail.impact }}</div>
|
||||
<div v-if="reportDetail.sources && reportDetail.sources.length" class="rp-detail-row">
|
||||
<strong>出处：</strong>{{ reportDetail.sources.join(' · ') }}
|
||||
</div>
|
||||
<div v-if="reportDetail.decisions && reportDetail.decisions.length" class="rp-detail-row">
|
||||
<strong>待拍板：</strong>{{ reportDetail.decisions.join(' · ') }}
|
||||
</div>
|
||||
<div v-if="reportDetail.kpi_links && reportDetail.kpi_links.length" class="rp-detail-row">
|
||||
<strong>关联指标：</strong>
|
||||
<el-button v-for="k in reportDetail.kpi_links" :key="k.raw" link type="primary"
|
||||
class="rp-kpi-link" @click="gotoKpi(k)">{{ k.raw }} ↗</el-button>
|
||||
</div>
|
||||
<hr class="rp-hr" />
|
||||
<div v-html="reportHtml"></div>
|
||||
</div>
|
||||
<template #footer>
|
||||
<el-button @click="showReport = false">关闭</el-button>
|
||||
</template>
|
||||
</MyDialog>
|
||||
</el-tab-pane>
|
||||
|
||||
<!-- Tab 3: 职业道德自测 -->
|
||||
<el-tab-pane label="⚖️ 职业道德自测" name="ethics-quiz">
|
||||
<div v-if="!quizStarted" class="quiz-intro">
|
||||
<div class="quiz-intro-card">
|
||||
@@ -298,6 +372,84 @@ async function loadDynamicArticles() {
|
||||
}
|
||||
}
|
||||
|
||||
// ── 报告解读（type=report）：读结论 → 看数（kpi_refs 一跳回链指标页） ──────────────
|
||||
// 口径（规范 report-frontmatter-spec-20260924）：只收录带 front-matter 且含 conclusion 的报告件；
|
||||
// 回执/审计/施工/工作件天然不带 front-matter ⇒ 不进本页（不搬家、不新建内容目录）。
|
||||
// 看数在 管理报表/BI报表 —— 本分区只做「读结论」，不做第二个报表中心。
|
||||
import { watch } from "vue"
|
||||
import { useRouter } from "vue-router"
|
||||
|
||||
const router = useRouter()
|
||||
const reports = ref<any[]>([])
|
||||
const reportLoading = ref(false)
|
||||
const reportError = ref("")
|
||||
const reportRange = ref<any>(null)
|
||||
const reportDomain = ref("")
|
||||
const reportEntity = ref("")
|
||||
const reportKind = ref("")
|
||||
const reportFacets = ref<any>({ domain: [], entity: [], kind: [], date: { min: "", max: "" } })
|
||||
const showReport = ref(false)
|
||||
const reportDetail = ref<any>(null)
|
||||
const reportHtml = ref("")
|
||||
|
||||
const REPORT_DOMAIN_LABELS: Record<string, string> = {
|
||||
finance: "财务", customer: "客户", process: "流程", learning: "学习成长",
|
||||
tech: "技术", ops: "运维", market: "市场", gov: "政务",
|
||||
}
|
||||
const REPORT_KIND_LABELS: Record<string, string> = {
|
||||
report: "报告", analysis: "分析", brief: "摘要", warning: "预警",
|
||||
}
|
||||
function domainLabel(k: string) { return REPORT_DOMAIN_LABELS[k] || k || "未分类" }
|
||||
function kindLabel(k: string) { return REPORT_KIND_LABELS[k] || k || "报告" }
|
||||
|
||||
async function loadReports() {
|
||||
reportLoading.value = true
|
||||
try {
|
||||
const params: any = { type: "report" }
|
||||
if (reportRange.value && reportRange.value[0]) {
|
||||
params.date_from = reportRange.value[0]
|
||||
params.date_to = reportRange.value[1]
|
||||
}
|
||||
if (reportDomain.value) params.domain = reportDomain.value
|
||||
if (reportEntity.value) params.entity = reportEntity.value
|
||||
if (reportKind.value) params.kind = reportKind.value
|
||||
const body: any = (await api.get("/docs", { params })) || {}
|
||||
reports.value = Array.isArray(body.data) ? body.data : []
|
||||
reportFacets.value = body.facets || { domain: [], entity: [], kind: [], date: { min: "", max: "" } }
|
||||
reportError.value = ""
|
||||
} catch (e) {
|
||||
reportError.value = "报告加载失败，请稍后重试"
|
||||
console.error("加载报告解读失败", e)
|
||||
}
|
||||
reportLoading.value = false
|
||||
}
|
||||
|
||||
async function openReport(r: any) {
|
||||
reportDetail.value = r
|
||||
reportHtml.value = ""
|
||||
showReport.value = true
|
||||
try {
|
||||
const d: any = await api.get(`/docs/report/${r.id}`)
|
||||
if (d) {
|
||||
reportDetail.value = d
|
||||
reportHtml.value = marked(d.content || "") as string
|
||||
}
|
||||
} catch (e) {
|
||||
ElMessage.error("报告正文加载失败")
|
||||
}
|
||||
}
|
||||
|
||||
// 一跳回链：`kpi:<id>` / 数字 → 指标详情页；其余 → 指标字典页（关键词）
|
||||
function gotoKpi(k: any) {
|
||||
const url = (k && k.url) || "/kpis"
|
||||
router.push(url)
|
||||
}
|
||||
|
||||
// 切到「报告解读」时才拉取（不拖慢知识库首屏）
|
||||
watch(activeTab, (v) => {
|
||||
if (v === "reports" && reports.value.length === 0) loadReports()
|
||||
})
|
||||
|
||||
// 页面加载：先取 md 单一来源文档，再追加 DB 动态知识库（合并语义与改动前一致）
|
||||
import { onMounted } from "vue"
|
||||
onMounted(async () => {
|
||||
@@ -474,6 +626,26 @@ function backToIntro() {
|
||||
.detail-content :deep(th), .detail-content :deep(td) { border: 1px solid #e0e0e0; padding: 8px; text-align: left; }
|
||||
.detail-content :deep(th) { background: #f5f5f5; font-weight: 600; }
|
||||
|
||||
/* ── 报告解读（type=report） ── */
|
||||
.rp-filters { display: flex; gap: 8px; align-items: center; flex-wrap: wrap; }
|
||||
.rp-list { display: flex; flex-direction: column; gap: 10px; }
|
||||
.rp-item { background: #fff; border-radius: 10px; padding: 14px 16px; box-shadow: 0 1px 4px rgba(0,0,0,0.06); cursor: pointer; transition: background 0.2s; }
|
||||
.rp-item:hover { background: #f5f7fa; }
|
||||
.rp-item-head { display: flex; align-items: center; gap: 8px; margin-bottom: 6px; flex-wrap: wrap; }
|
||||
.rp-date { font-size: 12px; color: #909399; }
|
||||
.rp-title { font-size: 15px; font-weight: 600; color: #303133; }
|
||||
.rp-tag { font-size: 11px; padding: 2px 8px; border-radius: 10px; background: #ecf5ff; color: #409eff; }
|
||||
.rp-tag-entity { background: #f0f9eb; color: #67c23a; }
|
||||
.rp-tag-kind { background: #fdf6ec; color: #e6a23c; }
|
||||
.rp-conclusion { font-size: 13px; color: #303133; line-height: 1.65; }
|
||||
.rp-meta { display: flex; gap: 10px; margin-top: 6px; font-size: 11px; color: #c0c4cc; flex-wrap: wrap; }
|
||||
.rp-warn { color: #e6a23c; }
|
||||
.rp-detail-meta { display: flex; gap: 8px; align-items: center; margin-bottom: 10px; flex-wrap: wrap; }
|
||||
.rp-detail-conclusion { background: #f5f7fa; border-left: 3px solid #409eff; padding: 10px 12px; border-radius: 4px; font-size: 14px; line-height: 1.7; margin-bottom: 8px; }
|
||||
.rp-detail-row { font-size: 13px; color: #606266; margin-bottom: 6px; line-height: 1.7; }
|
||||
.rp-kpi-link { margin-right: 12px; padding: 0; }
|
||||
.rp-hr { border: none; border-top: 1px solid #ebeef5; margin: 14px 0; }
|
||||
|
||||
/* ── Quiz Intro ── */
|
||||
.quiz-intro { display: flex; justify-content: center; padding: 40px 0; }
|
||||
.quiz-intro-card {
|
||||
|
||||
Reference in New Issue
Block a user