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_data.py

@@ -0,0 +1,173 @@
+"""数据管理模块测试 — Excel导入/导出/数据源CRUD"""
+import io
+import pandas as pd
+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 TestDataSources:
+    """数据源CRUD测试"""
+
+    DATA_ENDPOINT = "/api/cma/data"
+
+    def test_list_sources_empty(self, client: TestClient, db: Session):
+        """空列表"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+
+        resp = client.get(f"{self.DATA_ENDPOINT}/sources", headers=auth_header(token))
+        assert resp.status_code == 200
+        assert resp.json()["data"] == []
+
+    def test_create_source(self, client: TestClient, db: Session):
+        """创建数据源"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+
+        resp = client.post(
+            f"{self.DATA_ENDPOINT}/sources",
+            headers=auth_header(token),
+            json={"name": "ERP数据源", "source_type": "erp", "api_endpoint": "http://erp.example.com"},
+        )
+        assert resp.status_code == 200
+        data = resp.json()["data"]
+        assert data["name"] == "ERP数据源"
+        assert data["source_type"] == "erp"
+        assert data["status"] == "active"
+
+    def test_update_source(self, client: TestClient, db: Session):
+        """更新数据源"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+
+        # 先创建
+        create_resp = client.post(
+            f"{self.DATA_ENDPOINT}/sources",
+            headers=auth_header(token),
+            json={"name": "旧名称", "source_type": "manual"},
+        )
+        source_id = create_resp.json()["data"]["id"]
+
+        # 更新
+        resp = client.put(
+            f"{self.DATA_ENDPOINT}/sources/{source_id}",
+            headers=auth_header(token),
+            json={"name": "新名称"},
+        )
+        assert resp.status_code == 200
+        assert resp.json()["data"]["name"] == "新名称"
+
+    def test_delete_source(self, client: TestClient, db: Session):
+        """删除数据源"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+
+        create_resp = client.post(
+            f"{self.DATA_ENDPOINT}/sources",
+            headers=auth_header(token),
+            json={"name": "待删除", "source_type": "manual"},
+        )
+        source_id = create_resp.json()["data"]["id"]
+
+        resp = client.delete(
+            f"{self.DATA_ENDPOINT}/sources/{source_id}",
+            headers=auth_header(token),
+        )
+        assert resp.status_code == 200
+        assert resp.json()["message"] == "删除成功"
+
+    def test_delete_source_not_found(self, client: TestClient, db: Session):
+        """删除不存在的源"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+
+        resp = client.delete(
+            f"{self.DATA_ENDPOINT}/sources/99999",
+            headers=auth_header(token),
+        )
+        assert resp.status_code == 404
+
+
+class TestDataImport:
+    """Excel导入测试"""
+
+    def test_import_excel_success(self, client: TestClient, db: Session):
+        """导入Excel数据"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+
+        # 先创建KPI
+        create_test_kpi(db, kpi_code="F_REVENUE_IMP", kpi_name="导入测试KPI")
+
+        # 构造Excel文件
+        df = pd.DataFrame({
+            "kpi_code": ["F_REVENUE_IMP", "F_REVENUE_IMP"],
+            "period": ["2026-06", "2026-07"],
+            "actual_value": [100.0, 200.0],
+        })
+        buffer = io.BytesIO()
+        df.to_excel(buffer, index=False)
+        buffer.seek(0)
+
+        resp = client.post(
+            f"/api/cma/data/import-excel",
+            headers=auth_header(token),
+            files={"file": ("test.xlsx", buffer, "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet")},
+        )
+        assert resp.status_code == 200
+        data = resp.json()
+        assert data["message"] == "导入成功 2 条数据"
+        assert "batch" in data
+
+    def test_import_excel_missing_columns(self, client: TestClient, db: Session):
+        """导入缺少必要列的Excel"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+
+        df = pd.DataFrame({"name": ["test"], "value": [100]})
+        buffer = io.BytesIO()
+        df.to_excel(buffer, index=False)
+        buffer.seek(0)
+
+        resp = client.post(
+            f"/api/cma/data/import-excel",
+            headers=auth_header(token),
+            files={"file": ("bad.xlsx", buffer, "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet")},
+        )
+        assert resp.status_code == 400
+
+    def test_import_excel_no_match_kpi(self, client: TestClient, db: Session):
+        """导入时KPI不存在 → 跳过（不报错）"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+
+        df = pd.DataFrame({
+            "kpi_code": ["NON_EXISTENT_KPI"],
+            "period": ["2026-06"],
+            "actual_value": [999.0],
+        })
+        buffer = io.BytesIO()
+        df.to_excel(buffer, index=False)
+        buffer.seek(0)
+
+        resp = client.post(
+            f"/api/cma/data/import-excel",
+            headers=auth_header(token),
+            files={"file": ("test.xlsx", buffer, "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet")},
+        )
+        assert resp.status_code == 200
+        assert resp.json()["message"] == "导入成功 0 条数据"
+
+    def test_import_template_download(self, client: TestClient, db: Session):
+        """下载导入模板"""
+        create_test_user(db)
+        token = get_token_for_user(client)
+
+        resp = client.get(
+            f"/api/cma/data/import-template",
+            headers=auth_header(token),
+        )
+        # 如果模板文件存在则返回200，否则404（两种情况都算合理）
+        assert resp.status_code in (200, 404)