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cma-management/backend/tests/test_bot_bridge.py
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"""BOT桥接层测试 — CMA供财务/研学Bot调用的主通道(X-BOT-KEY鉴权)
覆盖 bot_bridge.py 全部18个端点:
ping / overview / kpis / kpis{id}/history / strategic-maps / alerts /
budget/plans / cost/standard / cost/actual / actions / organization /
data-sources / users / query / import / okr/create / okr/list / nlp
"""
import io
import hashlib
from datetime import datetime
import pytest
from fastapi.testclient import TestClient
from openpyxl import Workbook
from sqlalchemy.orm import Session
from app.models import (
User, KPIDefinition, KPIValue, KPIAlert, StrategicMap, MapObjective,
ActionPlan, OrgNode, DataSourceConfig, Objective, Subject,
)
from app.models.budget_plan import BudgetPlan
from app.models.cost_model import StandardCost, ActualCost
from tests.conftest import create_test_user, get_token_for_user, auth_header
BOT_KEY = {"X-BOT-KEY": "cma-bot-finance-2026"}
def _make_excel(kpi_code: str, period: str, value: float) -> bytes:
"""生成Excel导入文件(列: kpi_code, period, actual_value)"""
wb = Workbook()
ws = wb.active
ws.append(["kpi_code", "period", "actual_value"])
ws.append([kpi_code, period, value])
buf = io.BytesIO()
wb.save(buf)
return buf.getvalue()
def _seed_kpi(db: Session, **kwargs) -> KPIDefinition:
defaults = dict(
kpi_code="BH_REVENUE",
kpi_name="营业收入",
dimension="finance",
status="active",
target_value=100.0,
unit="万元",
frequency="monthly",
)
defaults.update(kwargs)
kpi = KPIDefinition(**defaults)
db.add(kpi)
db.commit()
db.refresh(kpi)
return kpi
class TestPingAndAuth:
def test_ping_no_key(self, client: TestClient):
"""ping 无需鉴权"""
resp = client.get("/api/cma/bot/ping")
assert resp.status_code == 200
assert resp.json()["status"] == "ok"
def test_invalid_bot_key(self, client: TestClient):
"""无效BOT Key → 401"""
resp = client.get("/api/cma/bot/overview", headers={"X-BOT-KEY": "wrong-key"})
assert resp.status_code == 401
def test_missing_bot_key(self, client: TestClient):
"""缺BOT Key → 401"""
resp = client.get("/api/cma/bot/overview")
assert resp.status_code == 401
class TestOverviewAndKpis:
def test_overview_stats(self, client: TestClient, db: Session):
"""总览统计:造数后计数正确"""
_seed_kpi(db)
db.add(KPIAlert(kpi_id=1, alert_level="red", alert_message="收入下滑", status="pending"))
db.commit()
resp = client.get("/api/cma/bot/overview", headers=BOT_KEY)
assert resp.status_code == 200
data = resp.json()
assert data["bot"]["name"] == "财务BOT"
assert data["stats"]["kpis_total"] == 1
assert data["stats"]["alerts_open"] == 1
def test_kpis_filter_by_dimension(self, client: TestClient, db: Session):
"""KPI列表:按维度过滤 + 关联最新实际值"""
k1 = _seed_kpi(db, kpi_code="BH_REVENUE", dimension="finance")
_seed_kpi(db, kpi_code="BH_CUSTOMER", dimension="customer")
db.add(KPIValue(kpi_id=k1.id, period="2026-06", actual_value=88.0, data_status="verified"))
db.commit()
resp = client.get("/api/cma/bot/kpis?dimension=finance", headers=BOT_KEY)
assert resp.status_code == 200
data = resp.json()
assert data["total"] == 1
assert data["items"][0]["code"] == "BH_REVENUE"
assert data["items"][0]["latest_value"] == 88.0
assert data["items"][0]["latest_period"] == "2026-06"
def test_kpis_status_filter(self, client: TestClient, db: Session):
"""KPI列表:status过滤(默认active,inactive被过滤)"""
_seed_kpi(db, kpi_code="BH_ACTIVE")
_seed_kpi(db, kpi_code="BH_INACTIVE", status="inactive")
resp = client.get("/api/cma/bot/kpis", headers=BOT_KEY)
assert resp.status_code == 200
codes = {i["code"] for i in resp.json()["items"]}
assert "BH_ACTIVE" in codes
assert "BH_INACTIVE" not in codes
def test_kpi_history(self, client: TestClient, db: Session):
"""KPI历史值"""
k = _seed_kpi(db, kpi_code="BH_REVENUE")
db.add(KPIValue(kpi_id=k.id, period="2026-07", actual_value=95.0, source_type="manual", data_status="verified"))
db.add(KPIValue(kpi_id=k.id, period="2026-06", actual_value=88.0))
db.commit()
resp = client.get(f"/api/cma/bot/kpis/{k.id}/history", headers=BOT_KEY)
assert resp.status_code == 200
data = resp.json()
assert data["kpi"]["code"] == "BH_REVENUE"
# 按期间倒序,最新在前
assert data["values"][0]["period"] == "2026-07"
assert len(data["values"]) == 2
def test_kpi_history_not_found(self, client: TestClient):
"""不存在的KPI → 404"""
resp = client.get("/api/cma/bot/kpis/99999/history", headers=BOT_KEY)
assert resp.status_code == 404
class TestMapsAlertsBudgetCost:
def test_strategic_maps(self, client: TestClient, db: Session):
"""战略地图列表(含目标)"""
m = StrategicMap(title="博海战略地图", version="v1.0", status="published",
dimensions=[{"key": "finance", "name": "财务"}])
db.add(m)
db.commit()
db.refresh(m)
db.add(MapObjective(map_id=m.id, dimension_key="finance", name="提升收入"))
db.commit()
resp = client.get("/api/cma/bot/strategic-maps", headers=BOT_KEY)
assert resp.status_code == 200
data = resp.json()
assert data["total"] == 1
assert data["items"][0]["title"] == "博海战略地图"
assert data["items"][0]["objectives"]["finance"][0]["name"] == "提升收入"
def test_alerts_filter(self, client: TestClient, db: Session):
"""预警列表:按状态/等级过滤"""
_seed_kpi(db)
db.add(KPIAlert(kpi_id=1, alert_level="red", alert_message="严重", status="pending"))
db.add(KPIAlert(kpi_id=1, alert_level="yellow", alert_message="关注", status="resolved"))
db.commit()
resp = client.get("/api/cma/bot/alerts?status=pending&level=red", headers=BOT_KEY)
assert resp.status_code == 200
data = resp.json()
assert data["total"] == 1
assert data["items"][0]["level"] == "red"
assert data["items"][0]["message"] == "严重"
def test_budget_plans(self, client: TestClient, db: Session):
"""预算计划(按年过滤)"""
k = _seed_kpi(db)
db.add(BudgetPlan(kpi_id=k.id, period="2026-06", budget_value=50000.0,
budget_year=2026, budget_month=6, status="active"))
db.commit()
resp = client.get("/api/cma/bot/budget/plans?year=2026", headers=BOT_KEY)
assert resp.status_code == 200
data = resp.json()
assert data["total"] == 1
assert data["items"][0]["budget_value"] == 50000.0
def test_budget_plans_year_filter(self, client: TestClient, db: Session):
"""预算计划:其他年份被过滤"""
k = _seed_kpi(db)
db.add(BudgetPlan(kpi_id=k.id, period="2025-12", budget_value=100.0,
budget_year=2025, budget_month=12, status="active"))
db.commit()
resp = client.get("/api/cma/bot/budget/plans?year=2024", headers=BOT_KEY)
assert resp.status_code == 200
assert resp.json()["total"] == 0
def test_cost_standard(self, client: TestClient, db: Session):
"""标准成本"""
db.add(StandardCost(product_code="P001", product_name="产品A", cost_type="material",
item_name="原料", standard_quantity=2.0, unit="kg",
standard_price=10.0, standard_cost=20.0, status="active"))
db.commit()
resp = client.get("/api/cma/bot/cost/standard", headers=BOT_KEY)
assert resp.status_code == 200
assert resp.json()["total"] == 1
assert resp.json()["items"][0]["standard_cost"] == 20.0
def test_cost_actual_period(self, client: TestClient, db: Session):
"""实际成本(按期间过滤)"""
db.add(ActualCost(period="2026-06", product_code="P001", product_name="产品A",
cost_type="material", item_name="原料",
actual_quantity=3.0, actual_price=12.0, actual_cost=36.0))
db.commit()
resp = client.get("/api/cma/bot/cost/actual?period=2026-06", headers=BOT_KEY)
assert resp.status_code == 200
assert resp.json()["total"] == 1
assert resp.json()["items"][0]["actual_cost"] == 36.0
class TestActionsOrgSourcesUsers:
def test_actions(self, client: TestClient, db: Session):
"""行动方案列表(按状态过滤)"""
k = _seed_kpi(db)
db.add(ActionPlan(kpi_id=k.id, title="提升收入", status="in_progress", priority="high", progress=50))
db.add(ActionPlan(kpi_id=k.id, title="已关闭", status="completed", priority="low", progress=100))
db.commit()
resp = client.get("/api/cma/bot/actions?status=in_progress", headers=BOT_KEY)
assert resp.status_code == 200
data = resp.json()
assert data["total"] == 1
assert data["items"][0]["title"] == "提升收入"
def test_organization(self, client: TestClient, db: Session):
"""组织架构"""
db.add(OrgNode(name="测试组织", code="TEST_ORG_001", level=1, sort_order=1, enabled=1))
db.commit()
resp = client.get("/api/cma/bot/organization", headers=BOT_KEY)
assert resp.status_code == 200
codes = [i["code"] for i in resp.json()["items"]]
assert "TEST_ORG_001" in codes
def test_data_sources(self, client: TestClient, db: Session):
"""数据源"""
db.add(DataSourceConfig(name="ERP", source_type="erp", api_endpoint="http://erp",
sync_type="batch", status="active"))
db.commit()
resp = client.get("/api/cma/bot/data-sources", headers=BOT_KEY)
assert resp.status_code == 200
assert resp.json()["total"] == 1
assert resp.json()["items"][0]["name"] == "ERP"
def test_users(self, client: TestClient, db: Session):
"""用户列表(不返回密码等敏感字段)"""
user = create_test_user(db)
# 多租户隔离(2026-08-31):bot_users 按 user_entities 授权表过滤,需先授权
from app.models import UserEntity
db.add(UserEntity(user_id=user.id, entity_id=1))
db.commit()
resp = client.get("/api/cma/bot/users", headers=BOT_KEY)
assert resp.status_code == 200
assert resp.json()["total"] >= 1
user = resp.json()["items"][0]
assert "username" in user
assert "password" not in user
class TestUnifiedQuery:
def test_query_overview(self, client: TestClient, db: Session):
"""统一查询 overview"""
_seed_kpi(db)
resp = client.get("/api/cma/bot/query?q=overview", headers=BOT_KEY)
assert resp.status_code == 200
assert resp.json()["overview"]["kpis"] == 1
def test_query_kpis_and_budget(self, client: TestClient, db: Session):
"""统一查询 kpis / budget"""
k = _seed_kpi(db)
db.add(BudgetPlan(kpi_id=k.id, period="2026-06", budget_value=10.0,
budget_year=2026, budget_month=6, status="active"))
db.commit()
r1 = client.get("/api/cma/bot/query?q=kpis", headers=BOT_KEY)
assert r1.status_code == 200
assert len(r1.json()["kpis"]) == 1
r2 = client.get("/api/cma/bot/query?q=budget", headers=BOT_KEY)
assert r2.status_code == 200
assert len(r2.json()["budget"]) == 1
def test_query_all(self, client: TestClient, db: Session):
"""统一查询 all:返回全部分组"""
_seed_kpi(db)
resp = client.get("/api/cma/bot/query?q=all", headers=BOT_KEY)
assert resp.status_code == 200
data = resp.json()
assert "overview" in data and "kpis" in data and "alerts" in data
assert "maps" in data and "budget" in data and "costs" in data
assert "actions" in data and "okr" in data
class TestImport:
def test_import_excel(self, client: TestClient, db: Session):
"""Excel导入KPI实际值"""
_seed_kpi(db, kpi_code="BH_REVENUE")
files = {"file": ("kpi.xlsx", _make_excel("BH_REVENUE", "2026-08", 99.5),
"application/vnd.openxmlformats-officedocument.spreadsheetml.sheet")}
resp = client.post("/api/cma/bot/import", headers=BOT_KEY, files=files)
assert resp.status_code == 200
data = resp.json()
assert data["ok"] is True
assert data["imported"] == 1
# 验证入库
val = db.query(KPIValue).filter(KPIValue.period == "2026-08").first()
assert val is not None and val.actual_value == 99.5
def test_import_excel_unknown_kpi(self, client: TestClient, db: Session):
"""导入不存在的KPI编码 → 跳过并记录错误"""
files = {"file": ("kpi.xlsx", _make_excel("NO_SUCH_KPI", "2026-08", 10.0),
"application/vnd.openxmlformats-officedocument.spreadsheetml.sheet")}
resp = client.post("/api/cma/bot/import", headers=BOT_KEY, files=files)
assert resp.status_code == 200
data = resp.json()
assert data["imported"] == 0
assert data["errors"] == 1
def test_import_bad_file(self, client: TestClient):
"""非Excel文件 → 400"""
files = {"file": ("bad.txt", b"not an excel", "text/plain")}
resp = client.post("/api/cma/bot/import", headers=BOT_KEY, files=files)
assert resp.status_code == 400
def test_import_missing_value_col(self, client: TestClient, db: Session):
"""缺少数值列 → 400"""
wb = Workbook()
ws = wb.active
ws.append(["kpi_code"])
ws.append(["BH_REVENUE"])
buf = io.BytesIO()
wb.save(buf)
files = {"file": ("kpi.xlsx", buf.getvalue(),
"application/vnd.openxmlformats-officedocument.spreadsheetml.sheet")}
resp = client.post("/api/cma/bot/import", headers=BOT_KEY, files=files)
assert resp.status_code == 400
class TestOkrAndNlp:
def test_okr_create_and_list(self, client: TestClient, db: Session):
"""Bot创建OKR目标 + 列表"""
resp = client.post("/api/cma/bot/okr/create?title=提升净利润&quarter=2026Q3&dimension=finance",
headers=BOT_KEY)
assert resp.status_code == 200
obj_id = resp.json()["id"]
assert obj_id > 0
list_resp = client.get("/api/cma/bot/okr/list?quarter=2026Q3", headers=BOT_KEY)
assert list_resp.status_code == 200
assert list_resp.json()["total"] == 1
assert list_resp.json()["items"][0]["title"] == "提升净利润"
def test_okr_create_missing_quarter(self, client: TestClient):
"""缺quarter → 422"""
resp = client.post("/api/cma/bot/okr/create?title=无季度目标", headers=BOT_KEY)
assert resp.status_code == 422
def test_nlp_intent_mapping(self, client: TestClient, db: Session):
"""自然语言意图映射"""
_seed_kpi(db)
# 中文意图 → 映射到预算
resp = client.get("/api/cma/bot/nlp?intent=预算", headers=BOT_KEY)
assert resp.status_code == 200
assert "budget" in resp.json()
resp2 = client.get("/api/cma/bot/nlp?intent=总览", headers=BOT_KEY)
assert resp2.status_code == 200
assert "overview" in resp2.json()
class TestDictZxtAccountWrite:
"""智享通科目字典写入端点(POST /api/cma/bot/dict/zxt-account)负例
说明: 正向 UPSERT 走 MySQL 专有 ON DUPLICATE KEY UPDATE,测试库为 SQLite
无法覆盖——正向/幂等/落库一致性由生产 curl 实测(见任务验收记录),
此处覆盖鉴权与参数校验(校验先于任何 DB 访问,故 SQLite 可测)。
"""
URL = "/api/cma/bot/dict/zxt-account"
def test_no_key_401(self, client: TestClient):
resp = client.post(self.URL, json=[{"CwAccountID": "999", "subject_code": "1"}])
assert resp.status_code == 401
def test_invalid_key_401(self, client: TestClient):
resp = client.post(self.URL, json=[{"CwAccountID": "999"}],
headers={"X-BOT-KEY": "wrong-key"})
assert resp.status_code == 401
def test_non_whitelist_field_400(self, client: TestClient):
resp = client.post(self.URL,
json=[{"CwAccountID": "999", "entity_id": 1}], headers=BOT_KEY)
assert resp.status_code == 400
assert "非白名单字段" in str(resp.json())
def test_missing_required_field_400(self, client: TestClient):
resp = client.post(self.URL, json=[{"subject_code": "1122"}], headers=BOT_KEY)
assert resp.status_code == 400
assert "CwAccountID" in str(resp.json())
def test_illegal_value_400(self, client: TestClient):
resp = client.post(self.URL, json=[{"CwAccountID": "9 99;DROP"}], headers=BOT_KEY)
assert resp.status_code == 400
def test_empty_array_400(self, client: TestClient):
resp = client.post(self.URL, json=[], headers=BOT_KEY)
assert resp.status_code == 400
def test_non_array_json_400(self, client: TestClient):
resp = client.post(self.URL, json={"CwAccountID": "999"}, headers=BOT_KEY)
assert resp.status_code == 400
def test_rows_wrapper_accepted_shape(self, client: TestClient):
"""{"rows":[...]} 包装形态被解析(校验失败仍 400,证明已进入校验而非形态拒绝)"""
resp = client.post(self.URL, json={"rows": [{"bad_field": 1}]}, headers=BOT_KEY)
assert resp.status_code == 400
assert "非白名单字段" in str(resp.json())
class TestSubjectsWrite:
"""会计科目写入端点(POST /api/cma/bot/subjects)— 鉴权/校验/dry_run/幂等/更新
实现为纯 ORM(无 MySQL 专有 SQL),故正向/幂等路径可在 SQLite 测试库完整覆盖。
"""
URL = "/api/cma/bot/subjects"
@staticmethod
def _row(code, name, **kw):
row = {"subject_code": code, "subject_name": name, "parent_code": None,
"level": 1, "category": "equity", "is_active": 1}
row.update(kw)
return row
# ── 鉴权 ──
def test_no_key_401(self, client: TestClient):
resp = client.post(self.URL, json={"subjects": [self._row("9001", "验证科目")]})
assert resp.status_code == 401
def test_invalid_key_401(self, client: TestClient):
resp = client.post(self.URL, json={"subjects": [self._row("9001", "验证科目")]},
headers={"X-BOT-KEY": "wrong-key"})
assert resp.status_code == 401
# ── 参数校验(全批拒绝、零落库)──
def test_level_out_of_range_400(self, client: TestClient, db: Session):
resp = client.post(self.URL, json={"subjects": [self._row("9001", "验证科目", level=9)]},
headers=BOT_KEY)
assert resp.status_code == 400
assert "level" in str(resp.json())
assert db.query(Subject).filter(Subject.subject_code == "9001").count() == 0
def test_batch_duplicate_code_400(self, client: TestClient, db: Session):
resp = client.post(self.URL, json={"subjects": [
self._row("9002", "验证科目A"), self._row("9002", "验证科目B")]}, headers=BOT_KEY)
assert resp.status_code == 400
assert "重复" in str(resp.json())
assert db.query(Subject).filter(Subject.subject_code == "9002").count() == 0
def test_parent_not_exists_400(self, client: TestClient, db: Session):
resp = client.post(self.URL, json={"subjects": [
self._row("900301", "验证子科目", parent_code="999999", level=2)]}, headers=BOT_KEY)
assert resp.status_code == 400
assert "parent_code" in str(resp.json())
assert db.query(Subject).filter(Subject.subject_code == "900301").count() == 0
def test_illegal_category_400(self, client: TestClient):
resp = client.post(self.URL, json={"subjects": [
self._row("9003", "验证科目", category="not_a_category")]}, headers=BOT_KEY)
assert resp.status_code == 400
assert "category" in str(resp.json())
def test_illegal_is_active_400(self, client: TestClient):
resp = client.post(self.URL, json={"subjects": [
self._row("9004", "验证科目", is_active=7)]}, headers=BOT_KEY)
assert resp.status_code == 400
assert "is_active" in str(resp.json())
def test_empty_subjects_400(self, client: TestClient):
resp = client.post(self.URL, json={"subjects": []}, headers=BOT_KEY)
assert resp.status_code == 400
def test_non_whitelist_field_400(self, client: TestClient):
resp = client.post(self.URL, json={"subjects": [
self._row("9005", "验证科目", entity_id=1)]}, headers=BOT_KEY)
assert resp.status_code == 400
assert "非白名单字段" in str(resp.json())
def test_missing_name_400(self, client: TestClient):
resp = client.post(self.URL, json={"subjects": [
{"subject_code": "9006", "level": 1}]}, headers=BOT_KEY)
assert resp.status_code == 400
assert "subject_name" in str(resp.json())
def test_code_too_long_400(self, client: TestClient, db: Session):
"""编码长度上限 = min(任务规格 32, DB varchar(20)) = 20
生产实测(2026-09-12):按 32 放行时 21 字符编码穿过校验 → MySQL 1406 Data too long
→ 整批 500;收敛到 DB 列宽后应 400 拒绝且零落库。
"""
resp = client.post(self.URL, json={"subjects": [
self._row("9" * 21, "验证科目")]}, headers=BOT_KEY)
assert resp.status_code == 400, resp.json()
assert "超长" in str(resp.json())
assert db.query(Subject).filter(Subject.subject_code == "9" * 21).count() == 0
def test_parent_code_too_long_400(self, client: TestClient):
resp = client.post(self.URL, json={"subjects": [
self._row("9402", "验证子科目", parent_code="9" * 21, level=2)]}, headers=BOT_KEY)
assert resp.status_code == 400, resp.json()
assert "超长" in str(resp.json())
# ── 落库语义 ──
def test_dry_run_zero_write(self, client: TestClient, db: Session):
before = db.query(Subject).count()
resp = client.post(self.URL, json={"subjects": [self._row("9101", "验证-干跑")],
"dry_run": True}, headers=BOT_KEY)
assert resp.status_code == 200
data = resp.json()
assert data["dry_run"] is True and data["applied"] is False
assert data["inserted"] == 0 and data["upserted"] == 0
assert data["would_insert"] == 1
db.expire_all()
assert db.query(Subject).count() == before
assert db.query(Subject).filter(Subject.subject_code == "9101").count() == 0
def test_insert_skip_counts_and_idempotent(self, client: TestClient, db: Session):
db.add(Subject(subject_code="9201", subject_name="既有科目", level=1,
category="equity", is_active=1))
db.commit()
before = db.query(Subject).count()
payload = {"subjects": [self._row("9201", "既有科目"), self._row("9202", "新增科目A"),
self._row("9203", "新增科目B")]}
resp = client.post(self.URL, json=payload, headers=BOT_KEY)
assert resp.status_code == 200
d1 = resp.json()
assert (d1["inserted"], d1["updated"], d1["skipped"]) == (2, 0, 1), d1
assert d1["after"] == before + 2
db.expire_all()
assert db.query(Subject).filter(Subject.subject_code.in_(["9202", "9203"])).count() == 2
# 幂等:同 payload 二次调用 → 全部 skip,行数不变、无重复
resp2 = client.post(self.URL, json=payload, headers=BOT_KEY)
assert resp2.status_code == 200
d2 = resp2.json()
assert (d2["inserted"], d2["updated"], d2["skipped"]) == (0, 0, 3), d2
assert d2["before"] == d2["after"] == before + 2
db.expire_all()
assert db.query(Subject).count() == before + 2
assert db.query(Subject).filter(Subject.subject_code == "9202").count() == 1
def test_update_existing_switch(self, client: TestClient, db: Session):
db.add(Subject(subject_code="9301", subject_name="旧名称", level=1,
category="equity", is_active=1))
db.commit()
resp = client.post(self.URL, json={
"subjects": [self._row("9301", "新名称", category="cost", level=2)],
"update_existing": True}, headers=BOT_KEY)
assert resp.status_code == 200
d = resp.json()
assert (d["inserted"], d["updated"], d["skipped"]) == (0, 1, 0), d
db.expire_all()
row = db.query(Subject).filter(Subject.subject_code == "9301").first()
assert row.subject_name == "新名称" and row.category == "cost" and row.level == 2
def test_batch_parent_within_batch_ok(self, client: TestClient, db: Session):
"""父科目在本批次内(层级同批导入)允许;父科目不存在则拒绝"""
resp = client.post(self.URL, json={"subjects": [
self._row("9401", "父科目"), self._row("940101", "子科目", parent_code="9401", level=2)],
}, headers=BOT_KEY)
assert resp.status_code == 200, resp.json()
assert resp.json()["inserted"] == 2