X-Financial/server/tests/test_employee_behavior_profile_service.py

from __future__ import annotations

from collections.abc import Generator
from datetime import UTC, date, datetime, timedelta
from decimal import Decimal

from fastapi.testclient import TestClient
from sqlalchemy import create_engine
from sqlalchemy.orm import Session, sessionmaker
from sqlalchemy.pool import StaticPool

from app.api.deps import get_db
from app.db.base import Base
from app.main import create_app
from app.models.agent_run import AgentRun, AgentToolCall
from app.models.employee import Employee
from app.models.employee_behavior_profile import EmployeeBehaviorProfileSnapshot
from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
from app.models.organization import OrganizationUnit
from app.services.employee_behavior_profile_service import EmployeeBehaviorProfileService
from app.services.hermes_employee_profile_scanner import HermesEmployeeProfileScannerService
from app.services.hermes_scheduler import HermesScheduler


def build_session_factory() -> sessionmaker[Session]:
    engine = create_engine(
        "sqlite+pysqlite:///:memory:",
        connect_args={"check_same_thread": False},
        poolclass=StaticPool,
    )
    Base.metadata.create_all(bind=engine)
    return sessionmaker(bind=engine, autoflush=False, autocommit=False)


def seed_profile_data(db: Session) -> None:
    org = OrganizationUnit(
        id="dept-sales",
        unit_code="SALES",
        name="市场部",
        unit_type="department",
    )
    employee = Employee(
        id="emp-main",
        employee_no="E1001",
        name="张三",
        email="zhangsan@example.com",
        position="客户经理",
        grade="P5",
        organization_unit=org,
    )
    peer_a = Employee(
        id="emp-peer-a",
        employee_no="E1002",
        name="李四",
        email="lisi@example.com",
        position="客户经理",
        grade="P5",
        organization_unit=org,
    )
    peer_b = Employee(
        id="emp-peer-b",
        employee_no="E1003",
        name="王五",
        email="wangwu@example.com",
        position="客户经理",
        grade="P5",
        organization_unit=org,
    )
    db.add_all([org, employee, peer_a, peer_b])
    now = datetime.now(UTC)

    claims = [
        _build_claim(
            "claim-main-1",
            employee.id,
            employee.name,
            Decimal("5000"),
            now - timedelta(days=5),
            missing_attachment=True,
        ),
        _build_claim(
            "claim-main-2",
            employee.id,
            employee.name,
            Decimal("4200"),
            now - timedelta(days=15),
            returned=True,
        ),
        _build_claim(
            "claim-main-3", employee.id, employee.name, Decimal("3800"), now - timedelta(days=30)
        ),
        _build_claim(
            "claim-peer-a", peer_a.id, peer_a.name, Decimal("1200"), now - timedelta(days=12)
        ),
        _build_claim(
            "claim-peer-b", peer_b.id, peer_b.name, Decimal("1500"), now - timedelta(days=18)
        ),
    ]
    db.add_all(claims)
    db.add(
        AgentRun(
            run_id="run-main-1",
            agent="hermes",
            source="user_message",
            user_id=employee.email,
            status="success",
            result_summary="AI 已辅助生成报销说明。",
            started_at=now - timedelta(days=2),
            tool_calls=[
                AgentToolCall(
                    run_id="run-main-1",
                    tool_type="expense",
                    tool_name="claim_draft",
                    request_json={"message": "出差报销"},
                    response_json={"ok": True},
                    status="success",
                    duration_ms=120,
                )
            ],
        )
    )
    db.commit()


def _build_claim(
    claim_id: str,
    employee_id: str,
    employee_name: str,
    amount: Decimal,
    occurred_at: datetime,
    *,
    missing_attachment: bool = False,
    returned: bool = False,
) -> ExpenseClaim:
    invoice_id = None if missing_attachment else f"invoice-{claim_id}"
    return ExpenseClaim(
        id=claim_id,
        claim_no=f"EXP-{claim_id}",
        employee_id=employee_id,
        employee_name=employee_name,
        department_id="dept-sales",
        department_name="市场部",
        project_code="PRJ-001",
        expense_type="travel",
        reason="客户拜访出差",
        location="北京",
        amount=amount,
        currency="CNY",
        invoice_count=0 if missing_attachment else 1,
        occurred_at=occurred_at,
        submitted_at=occurred_at,
        status="returned" if returned else "submitted",
        approval_stage="直属领导审批",
        risk_flags_json=[{"source": "manual_return", "message": "补充票据"}] if returned else [],
        items=[
            ExpenseClaimItem(
                id=f"item-{claim_id}",
                claim_id=claim_id,
                item_date=date.today(),
                item_type="travel",
                item_reason="客户拜访出差",
                item_location="北京",
                item_amount=amount,
                invoice_id=invoice_id,
            )
        ],
    )


def test_service_scans_snapshots_and_filters_approval_scene() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        seed_profile_data(db)
        summary = HermesEmployeeProfileScannerService(db).scan_employee_profiles(log_id=None)

        assert summary["target_employee_count"] >= 1
        assert db.query(EmployeeBehaviorProfileSnapshot).count() >= 4

        latest = EmployeeBehaviorProfileService(db).get_latest_profile(
            employee_id="emp-main",
            scene="approval",
            claim_id="claim-main-1",
            window_days=90,
            expense_type_scope="travel",
        )

        assert latest.employee_id == "emp-main"
        assert {item.profile_type for item in latest.profiles} == {"expense", "process_quality"}
        assert latest.review_priority_score > 0
        assert latest.peer_group.sample_size >= 3
        assert latest.profile_tags
        assert latest.radar.dimensions


def test_latest_profile_endpoint_returns_approval_payload() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        seed_profile_data(db)

    app = create_app()

    def override_db() -> Generator[Session, None, None]:
        db = session_factory()
        try:
            yield db
        finally:
            db.close()

    app.dependency_overrides[get_db] = override_db
    client = TestClient(app)
    response = client.get(
        "/api/v1/employee-profiles/emp-main/latest",
        params={
            "scene": "approval",
            "claim_id": "claim-main-1",
            "window_days": 90,
            "expense_type_scope": "travel",
        },
        headers={"x-auth-username": "auditor", "x-auth-name": "auditor"},
    )

    assert response.status_code == 200
    payload = response.json()
    assert payload["employee_id"] == "emp-main"
    assert {item["profile_type"] for item in payload["profiles"]} == {"expense", "process_quality"}
    assert payload["review_priority_score"] >= 0
    assert payload["profile_tags"]
    assert {item["code"] for item in payload["radar"]["dimensions"]} == {
        "expense_intensity",
        "application_rhythm",
        "travel_entertainment",
        "material_completeness",
        "process_pressure",
    }


def test_current_employee_profile_endpoint_resolves_login_user() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        seed_profile_data(db)

    app = create_app()

    def override_db() -> Generator[Session, None, None]:
        db = session_factory()
        try:
            yield db
        finally:
            db.close()

    app.dependency_overrides[get_db] = override_db
    client = TestClient(app)
    response = client.get(
        "/api/v1/employee-profiles/me/latest",
        params={
            "scene": "operations",
            "window_days": 90,
            "expense_type_scope": "overall",
        },
        headers={"x-auth-username": "zhangsan@example.com"},
    )

    assert response.status_code == 200
    payload = response.json()
    assert payload["employee_id"] == "emp-main"
    assert {item["profile_type"] for item in payload["profiles"]} >= {"expense", "ai_usage"}
    assert payload["profile_tags"]
    assert payload["radar"]["dimensions"]


def test_hermes_scheduler_parses_weekly_profile_cron() -> None:
    scheduler = HermesScheduler()

    assert scheduler._parse_simple_cron("30 8 * * 1") == (30, 8, 0)
    assert scheduler._parse_simple_cron("0 9 * * *") == (0, 9, None)
    assert scheduler._parse_simple_cron("bad cron") is None