Hermes CI Fix
ad68471b29
R1(P0): AI建议一键应用到KPI/预算/行动方案
- 新表 ai_suggestions + AISuggestion 模型(init_db自动建)
- /api/cma/ai/suggestions CRUD + /{id}/apply(复用kpis/budget/action_plans) + dismiss
- 应用写 OperationLog(action=ai_suggestion_apply, detail含suggestion_id/before/after)
- 规则驱动建议生成 generate_rule_suggestions(低执行率/高执行率/预算超支/pending预警)
- 幂等: 同entity+type+target_id+title+unapplied不重复建; applied后拒绝重复应用
- 前端: Dashboard AI面板建议卡(应用到/忽略) + 建议中心页 /ai-suggestions
R2(P1): 数据找人扩大-机会类推送
- scripts/opportunity_detector.py: KPI向好(执行率>110%)/预算余量(<70%且actual>0)/预测上行
- scripts/daily_push.py: 异常+机会 每日9:15推企微(8800/send, --dry-run调试)
- crontab: 15 9 * * * (alert_generator 9:00之后)
R5(P0): 预算闭环加固
- auto-decompose批量幂等: 只取年度行(period=YYYY-00)+同KPI多版本取一行
- scripts/closed_loop_check.py: 预算执行率异常→检查现金流/行动同步→缺失提示+报告
- scripts/verify_decompose_idempotent.py: 幂等验证脚本
测试: test_ai_suggestions(10例)+test_roadmap_r2r5(14例); 修test_budget幂等契约适配年度行
全量: 673 passed
188 lines
7.5 KiB
Python
188 lines
7.5 KiB
Python
"""
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路线图R2/R5 测试（2026-08-30）
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R2: 机会检测（KPI向好/预算余量/预测上行）
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R5: 预算↔现金流↔行动 闭环自检
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"""
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import pytest
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from datetime import datetime
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from sqlalchemy.orm import Session
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from tests.conftest import create_test_kpi
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from app.models import KPIDefinition, KPIValue, BudgetPlan, CashPlan, ActionPlan, KpiForecastLog
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from scripts.opportunity_detector import (
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detect_kpi_improving, detect_budget_headroom, detect_rolling_up, detect_all, flatten,
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)
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from scripts.closed_loop_check import check_entity, build_report
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def _kpi(db, code, target=100.0, **kw):
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return create_test_kpi(db, kpi_code=code, target_value=target, **kw)
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def _value(db, kpi_id, period, actual, entity_id=1):
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v = KPIValue(kpi_id=kpi_id, period=period, actual_value=actual, entity_id=entity_id)
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db.add(v)
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return v
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def _budget(db, kpi_id, period, value, year=None, month=None, entity_id=1):
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if year is None:
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year = int(period.split("-")[0])
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month = int(period.split("-")[1])
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b = BudgetPlan(entity_id=entity_id, kpi_id=kpi_id, period=period, budget_value=value,
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budget_year=year, budget_month=month, version="v1.0", status="active")
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db.add(b)
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return b
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class TestOpportunityR2:
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def test_kpi_improving(self, db):
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"""连续3期执行率>110% → KPI向好机会"""
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kpi = _kpi(db, "OPP_01", target=100.0)
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_value(db, kpi.id, "2026-04", 120.0)
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_value(db, kpi.id, "2026-05", 130.0)
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_value(db, kpi.id, "2026-06", 140.0)
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db.commit()
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out = detect_kpi_improving(db, 1)
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assert len(out) == 1
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assert out[0]["type"] == "kpi_improving"
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assert out[0]["kpi_id"] == kpi.id
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def test_kpi_improving_not_enough_data(self, db):
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"""不足3期不判定"""
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kpi = _kpi(db, "OPP_02", target=100.0)
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_value(db, kpi.id, "2026-05", 130.0)
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_value(db, kpi.id, "2026-06", 140.0)
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db.commit()
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assert detect_kpi_improving(db, 1) == []
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def test_kpi_improving_low_ratio_skip(self, db):
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"""执行率未超110%不判定"""
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kpi = _kpi(db, "OPP_03", target=100.0)
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_value(db, kpi.id, "2026-04", 90.0)
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_value(db, kpi.id, "2026-05", 95.0)
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_value(db, kpi.id, "2026-06", 100.0)
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db.commit()
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assert detect_kpi_improving(db, 1) == []
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def test_budget_headroom(self, db):
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"""当月预算执行率<70% → 预算余量机会"""
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kpi = _kpi(db, "OPP_04", target=1000.0)
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_value(db, kpi.id, "2026-08", 300.0)
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_budget(db, kpi.id, "2026-08", 1000.0)
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db.commit()
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out = detect_budget_headroom(db, 1)
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assert len(out) == 1
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assert out[0]["type"] == "budget_headroom"
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def test_budget_headroom_negative_skip(self, db):
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"""实际值为负（现金流异常）不误判为余量"""
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kpi = _kpi(db, "OPP_05", target=1000.0)
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_value(db, kpi.id, "2026-08", -500.0)
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_budget(db, kpi.id, "2026-08", 1000.0)
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db.commit()
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assert detect_budget_headroom(db, 1) == []
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def test_budget_headroom_dedup(self, db):
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"""同KPI同期间多版本预算只取一条"""
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kpi = _kpi(db, "OPP_06", target=1000.0)
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_value(db, kpi.id, "2026-08", 300.0)
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_budget(db, kpi.id, "2026-08", 1000.0)
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b2 = _budget(db, kpi.id, "2026-08", 2000.0)
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b2.version = "v2.0"
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db.commit()
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assert len(detect_budget_headroom(db, 1)) == 1
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def test_rolling_up(self, db):
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"""预测值上升 → 滚动机会"""
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kpi = _kpi(db, "OPP_07", target=100.0)
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now = datetime.now()
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db.add(KpiForecastLog(entity_id=1, kpi_id=kpi.id, kpi_code=kpi.kpi_code,
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period="2026-07", forecast_value=100.0, model="linear",
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created_at=now))
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db.add(KpiForecastLog(entity_id=1, kpi_id=kpi.id, kpi_code=kpi.kpi_code,
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period="2026-08", forecast_value=130.0, model="linear",
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created_at=now))
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db.commit()
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out = detect_rolling_up(db, 1)
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assert len(out) == 1
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assert out[0]["type"] == "rolling_up"
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def test_rolling_down_skip(self, db):
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"""预测下降不判定为机会"""
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kpi = _kpi(db, "OPP_08", target=100.0)
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now = datetime.now()
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db.add(KpiForecastLog(entity_id=1, kpi_id=kpi.id, kpi_code=kpi.kpi_code,
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period="2026-07", forecast_value=130.0, model="linear",
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created_at=now))
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db.add(KpiForecastLog(entity_id=1, kpi_id=kpi.id, kpi_code=kpi.kpi_code,
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period="2026-08", forecast_value=100.0, model="linear",
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created_at=now))
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db.commit()
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assert detect_rolling_up(db, 1) == []
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def test_flatten(self):
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d = {"kpi_improving": [1], "budget_headroom": [2, 3], "rolling_up": []}
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assert flatten(d) == [1, 2, 3]
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class TestClosedLoopR5:
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def test_overrun_missing_both(self, db):
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"""超预算且缺现金流/行动 → 提示同步"""
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kpi = _kpi(db, "CL_01", target=100.0)
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_value(db, kpi.id, "2026-08", 200.0)
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_budget(db, kpi.id, "2026-08", 100.0)
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db.commit()
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r = check_entity(db, 1, "2026-08")
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assert len(r["issues"]) == 1
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it = r["issues"][0]
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assert it["abnormal_type"] == "超预算"
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assert "现金流" in it["missing"]
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assert "行动方案" in it["missing"]
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def test_overrun_has_cash_and_action(self, db):
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"""超预算但有现金流+行动 → 三闭环同步"""
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kpi = _kpi(db, "CL_02", target=100.0)
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_value(db, kpi.id, "2026-08", 200.0)
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b = _budget(db, kpi.id, "2026-08", 100.0)
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db.add(CashPlan(entity_id=1, plan_type="receive", related_kpi_id=kpi.id, budget_plan_id=b.id,
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amount=200.0, plan_date=datetime(2026, 8, 15), status="pending"))
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db.add(ActionPlan(kpi_id=kpi.id, title="改善计划", status="in_progress"))
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db.commit()
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r = check_entity(db, 1, "2026-08")
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assert len(r["issues"]) == 1
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assert r["issues"][0]["missing"] == []
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def test_normal_no_issue(self, db):
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"""执行率正常 → 无异常"""
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kpi = _kpi(db, "CL_03", target=100.0)
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_value(db, kpi.id, "2026-08", 100.0)
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_budget(db, kpi.id, "2026-08", 100.0)
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db.commit()
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r = check_entity(db, 1, "2026-08")
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assert r["issues"] == []
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def test_low_execution(self, db):
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"""低执行率 → 异常（warning）"""
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kpi = _kpi(db, "CL_04", target=100.0)
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_value(db, kpi.id, "2026-08", 50.0)
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_budget(db, kpi.id, "2026-08", 100.0)
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db.commit()
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r = check_entity(db, 1, "2026-08")
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assert len(r["issues"]) == 1
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assert r["issues"][0]["abnormal_type"] == "低执行"
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assert r["issues"][0]["level"] == "warning"
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def test_build_report(self):
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result = {"entity_id": 1, "period": "2026-08", "issues": [
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{"kpi_id": 1, "kpi_name": "营收", "period": "2026-08", "budget_value": 100.0,
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"actual_value": 200.0, "exec_ratio": 200.0, "abnormal_type": "超预算",
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"level": "critical", "cash_plan_count": 0, "action_plan_count": 0,
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"missing": ["现金流", "行动方案"], "suggestion": "请同步现金流、行动方案"}
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]}
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report = build_report([result], "2026-08-30 12:00:00")
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assert "闭环自检" in report
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assert "营收" in report
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assert "共发现异常 1 项" in report
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