feat: P0/P1/P2全部功能 — 四层泳道/视角切换/KPI看板/预警/差异反打/预算/知识面板/回顾会/情景预测/Excel导入/角色权限

backend/tests/test_budget.py

@@ -0,0 +1,208 @@
+"""预算管理模块测试 — 预算计划CRUD + 自动分解 + 版本"""
+import pytest
+from fastapi.testclient import TestClient
+from sqlalchemy.orm import Session
+from tests.conftest import create_test_user, get_token_for_user, auth_header, create_test_kpi
+
+
+class TestBudgetPlans:
+    """预算计划CRUD测试"""
+
+    BASE = "/api/cma/budget"
+
+    def test_list_plans_empty(self, client: TestClient, db: Session):
+        """空列表"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+
+        resp = client.get(f"{self.BASE}/plans", headers=auth_header(token))
+        assert resp.status_code == 200
+        assert resp.json()["data"] == []
+
+    def test_create_plan(self, client: TestClient, db: Session):
+        """创建预算计划"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+        kpi = create_test_kpi(db, kpi_code="BUDGET_KPI_01")
+
+        resp = client.post(
+            f"{self.BASE}/plans",
+            headers=auth_header(token),
+            json={"kpi_id": kpi.id, "period": "2026-06", "budget_value": 50000.0},
+        )
+        assert resp.status_code == 200
+        assert resp.json()["message"] == "预算已创建"
+        assert resp.json()["id"] > 0
+
+    def test_create_plan_duplicate_upsert(self, client: TestClient, db: Session):
+        """重复创建同一KPI+期间 → 更新而非新增"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+        kpi = create_test_kpi(db, kpi_code="BUDGET_KPI_02")
+
+        # 创建
+        client.post(
+            f"{self.BASE}/plans",
+            headers=auth_header(token),
+            json={"kpi_id": kpi.id, "period": "2026-06", "budget_value": 30000.0},
+        )
+        # 再次创建（更新）
+        resp = client.post(
+            f"{self.BASE}/plans",
+            headers=auth_header(token),
+            json={"kpi_id": kpi.id, "period": "2026-06", "budget_value": 35000.0},
+        )
+        assert resp.status_code == 200
+        assert resp.json()["message"] == "预算已更新"
+
+    def test_create_plan_missing_fields(self, client: TestClient, db: Session):
+        """缺少必要参数被拒绝"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+
+        resp = client.post(
+            f"{self.BASE}/plans",
+            headers=auth_header(token),
+            json={"kpi_id": 1},  # 缺少 period 和 budget_value
+        )
+        assert resp.status_code == 400
+
+    def test_update_plan(self, client: TestClient, db: Session):
+        """更新预算计划"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+        kpi = create_test_kpi(db, kpi_code="BUDGET_KPI_03")
+
+        create_resp = client.post(
+            f"{self.BASE}/plans",
+            headers=auth_header(token),
+            json={"kpi_id": kpi.id, "period": "2026-06", "budget_value": 100.0},
+        )
+        plan_id = create_resp.json()["id"]
+
+        resp = client.put(
+            f"{self.BASE}/plans/{plan_id}",
+            headers=auth_header(token),
+            json={"budget_value": 200.0, "remark": "已更新"},
+        )
+        assert resp.status_code == 200
+
+    def test_delete_plan(self, client: TestClient, db: Session):
+        """删除预算计划"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+        kpi = create_test_kpi(db, kpi_code="BUDGET_KPI_04")
+
+        create_resp = client.post(
+            f"{self.BASE}/plans",
+            headers=auth_header(token),
+            json={"kpi_id": kpi.id, "period": "2026-06", "budget_value": 100.0},
+        )
+        plan_id = create_resp.json()["id"]
+
+        resp = client.delete(f"{self.BASE}/plans/{plan_id}", headers=auth_header(token))
+        assert resp.status_code == 200
+        assert resp.json()["message"] == "预算已删除"
+
+        # 验证已删除
+        get_resp = client.get(f"{self.BASE}/plans", headers=auth_header(token))
+        ids = [p["id"] for p in get_resp.json()["data"]]
+        assert plan_id not in ids
+
+
+class TestBudgetAutoDecompose:
+    """预算自动分解测试"""
+
+    BASE = "/api/cma/budget"
+
+    def test_auto_decompose_single_kpi(self, client: TestClient, db: Session):
+        """单KPI自动分解年度预算为月度（均分）"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+        kpi = create_test_kpi(db, kpi_code="BUDGET_DECOMPOSE")
+
+        resp = client.post(
+            f"{self.BASE}/auto-decompose",
+            headers=auth_header(token),
+            json={"kpi_id": kpi.id, "annual_budget": 120000, "year": 2026, "method": "equal"},
+        )
+        assert resp.status_code == 200
+        data = resp.json()
+        assert "已分解" in data["message"]
+        assert len(data["results"]) == 1
+        # 年度预算120000，12个月均分，每月10000
+        monthly = data["results"][0]["monthly"]
+        assert len(monthly) == 12
+        assert monthly[0]["value"] == 10000.0
+
+    def test_auto_decompose_missing(self, client: TestClient, db: Session):
+        """没有年度预算数据时尝试分解 → 400"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+        create_test_kpi(db, kpi_code="BUDGET_NO_DATA")
+
+        resp = client.post(
+            f"{self.BASE}/auto-decompose",
+            headers=auth_header(token),
+            json={"year": 2026, "method": "equal"},
+        )
+        assert resp.status_code == 400
+
+
+class TestBudgetVersions:
+    """预算版本管理测试"""
+
+    BASE = "/api/cma/budget"
+
+    def test_create_and_submit_version(self, client: TestClient, db: Session):
+        """创建预算后查询版本并提交"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+        kpi = create_test_kpi(db, kpi_code="BUDGET_VER_KPI")
+
+        # 创建一条预算
+        client.post(
+            f"{self.BASE}/plans",
+            headers=auth_header(token),
+            json={"kpi_id": kpi.id, "period": "2026-06", "budget_value": 10000.0},
+        )
+
+        # 查询版本
+        ver_resp = client.get(f"{self.BASE}/versions", headers=auth_header(token))
+        assert ver_resp.status_code == 200
+        assert len(ver_resp.json()["data"]) >= 1
+
+        # 提交版本
+        submit_resp = client.post(
+            f"{self.BASE}/versions/submit",
+            headers=auth_header(token),
+            json={"version": "v1.0"},
+        )
+        assert submit_resp.status_code == 200
+        assert "已提交审批" in submit_resp.json()["message"]
+
+    def test_approve_version(self, client: TestClient, db: Session):
+        """审批通过版本"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+
+        resp = client.post(
+            f"{self.BASE}/versions/approve",
+            headers=auth_header(token),
+            json={"version": "v1.0", "action": "approved"},
+        )
+        assert resp.status_code == 200
+        assert "已批准" in resp.json()["message"]
+
+    def test_reject_version(self, client: TestClient, db: Session):
+        """驳回版本"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+
+        resp = client.post(
+            f"{self.BASE}/versions/approve",
+            headers=auth_header(token),
+            json={"version": "v2.0", "action": "rejected"},
+        )
+        assert resp.status_code == 200
+        assert "已驳回" in resp.json()["message"]