X-Financial/server/tests/test_budget_endpoints.py

from __future__ import annotations

from collections.abc import Generator
from datetime import UTC, datetime
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.budget import BudgetAllocation, BudgetTransaction
from app.models.employee import Employee
from app.models.financial_record import ExpenseClaim
from app.models.organization import OrganizationUnit
from app.models.role import Role


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 build_client() -> tuple[TestClient, sessionmaker[Session]]:
    session_factory = build_session_factory()
    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
    return TestClient(app), session_factory


def seed_budget_allocations(db: Session) -> None:
    now = datetime.now(UTC)
    db.add_all(
        [
            BudgetAllocation(
                id="budget-market-travel",
                budget_no="BUD-MARKET-TRAVEL",
                fiscal_year=2026,
                period_type="quarter",
                period_key="2026Q2",
                department_id="dept-market",
                department_name="市场部",
                cost_center="CC-4100",
                project_code=None,
                subject_code="travel",
                subject_name="差旅费",
                original_amount=Decimal("50000.00"),
                adjusted_amount=Decimal("0.00"),
                status="active",
                warning_threshold=Decimal("80.00"),
                control_action="block",
                created_at=now,
                updated_at=now,
            ),
            BudgetAllocation(
                id="budget-finance-office",
                budget_no="BUD-FINANCE-OFFICE",
                fiscal_year=2026,
                period_type="quarter",
                period_key="2026Q2",
                department_id="dept-finance",
                department_name="财务部",
                cost_center="CC-2100",
                project_code=None,
                subject_code="office",
                subject_name="办公费",
                original_amount=Decimal("30000.00"),
                adjusted_amount=Decimal("0.00"),
                status="active",
                warning_threshold=Decimal("80.00"),
                control_action="block",
                created_at=now,
                updated_at=now,
            ),
            BudgetAllocation(
                id="budget-market-software-hidden",
                budget_no="BUD-MARKET-SOFTWARE",
                fiscal_year=2026,
                period_type="quarter",
                period_key="2026Q2",
                department_id="dept-market",
                department_name="市场部",
                cost_center="CC-4100",
                project_code=None,
                subject_code="software",
                subject_name="软件服务费",
                original_amount=Decimal("90000.00"),
                adjusted_amount=Decimal("0.00"),
                status="active",
                warning_threshold=Decimal("80.00"),
                control_action="block",
                created_at=now,
                updated_at=now,
            ),
        ]
    )
    db.commit()


def seed_market_budget_monitor(db: Session) -> tuple[Role, OrganizationUnit]:
    role = Role(role_code="budget_monitor", name="预算监控员")
    department = OrganizationUnit(
        id="dept-market",
        unit_code="MARKET-DEPT",
        name="市场部",
        unit_type="department",
    )
    employee = Employee(
        employee_no="E-BUDGET-MARKET-P8",
        name="赵预算",
        email="budget-monitor@example.com",
        grade="P8",
        organization_unit=department,
        roles=[role],
    )
    db.add_all([role, department, employee])
    db.flush()
    return role, department


def test_admin_can_view_all_budget_allocations_without_is_admin_header() -> None:
    client, session_factory = build_client()
    with session_factory() as db:
        seed_budget_allocations(db)

    response = client.get(
        "/api/v1/budgets/summary",
        headers={"x-auth-username": "admin", "x-auth-role-codes": "manager"},
    )

    assert response.status_code == 200
    payload = response.json()
    assert {item["department_name"] for item in payload["allocations"]} == {"市场部", "财务部"}
    assert {item["subject_code"] for item in payload["allocations"]} == {"travel", "office"}
    assert payload["warnings"] == []
    assert [item["period_key"] for item in payload["trend"]] == ["2026Q2"]
    assert Decimal(payload["trend"][0]["total_amount"]) == Decimal("80000.00")


def test_budget_summary_returns_real_trend_and_warnings() -> None:
    client, session_factory = build_client()
    now = datetime.now(UTC)
    with session_factory() as db:
        seed_budget_allocations(db)
        db.add(
            BudgetAllocation(
                id="budget-market-travel-q1",
                budget_no="BUD-MARKET-TRAVEL-Q1",
                fiscal_year=2026,
                period_type="quarter",
                period_key="2026Q1",
                department_id="dept-market",
                department_name="市场部",
                cost_center="CC-4100",
                project_code=None,
                subject_code="travel",
                subject_name="差旅费",
                original_amount=Decimal("40000.00"),
                adjusted_amount=Decimal("0.00"),
                status="active",
                warning_threshold=Decimal("80.00"),
                control_action="block",
                created_at=now,
                updated_at=now,
            )
        )
        db.add_all(
            [
                BudgetTransaction(
                    transaction_no="BTX-MARKET-TRAVEL-Q1",
                    allocation_id="budget-market-travel-q1",
                    source_type="claim",
                    source_id="claim-q1",
                    source_no="CLM-Q1",
                    transaction_type="consume",
                    amount=Decimal("12000.00"),
                    before_available_amount=Decimal("40000.00"),
                    after_available_amount=Decimal("28000.00"),
                    operator="tester",
                    reason="Q1 真实发生额",
                    created_at=now,
                ),
                BudgetTransaction(
                    transaction_no="BTX-MARKET-TRAVEL-Q2",
                    allocation_id="budget-market-travel",
                    source_type="claim",
                    source_id="claim-q2",
                    source_no="CLM-Q2",
                    transaction_type="consume",
                    amount=Decimal("41000.00"),
                    before_available_amount=Decimal("50000.00"),
                    after_available_amount=Decimal("9000.00"),
                    operator="tester",
                    reason="Q2 真实发生额",
                    created_at=now,
                ),
            ]
        )
        db.commit()

    response = client.get(
        "/api/v1/budgets/summary?year=2026&period=2026Q2&cost_center=CC-4100",
        headers={"x-auth-username": "admin", "x-auth-role-codes": "manager"},
    )

    assert response.status_code == 200
    payload = response.json()
    assert [item["subject_code"] for item in payload["allocations"]] == ["travel"]
    assert [item["period_key"] for item in payload["trend"]] == ["2026Q1", "2026Q2"]
    assert Decimal(payload["trend"][0]["used_amount"]) == Decimal("12000.00")
    assert Decimal(payload["trend"][1]["used_amount"]) == Decimal("41000.00")
    assert payload["warning_count"] == 1
    assert payload["over_budget_count"] == 0
    assert len(payload["warnings"]) == 1
    warning = payload["warnings"][0]
    assert warning["subject_code"] == "travel"
    assert warning["severity"] == "warn"
    assert Decimal(warning["usage_rate"]) == Decimal("82.00")


def test_budget_monitor_is_limited_to_own_department_scope() -> None:
    client, session_factory = build_client()
    with session_factory() as db:
        seed_budget_allocations(db)

    response = client.get(
        "/api/v1/budgets/summary?cost_center=CC-2100",
        headers={
            "x-auth-username": "monitor@example.com",
            "x-auth-role-codes": "budget_monitor",
            "x-auth-cost-center": "CC-4100",
        },
    )

    assert response.status_code == 200
    payload = response.json()
    assert [item["cost_center"] for item in payload["allocations"]] == ["CC-4100"]
    assert [item["subject_code"] for item in payload["allocations"]] == ["travel"]


def test_finance_user_cannot_enter_budget_center() -> None:
    client, session_factory = build_client()
    with session_factory() as db:
        seed_budget_allocations(db)

    response = client.get(
        "/api/v1/budgets/summary",
        headers={"x-auth-username": "finance@example.com", "x-auth-role-codes": "finance"},
    )

    assert response.status_code == 403


def test_budget_monitor_cannot_edit_and_admin_can_edit() -> None:
    client, session_factory = build_client()
    with session_factory() as db:
        seed_budget_allocations(db)

    payload = {
        "fiscal_year": 2026,
        "period_type": "quarter",
        "period_key": "2026Q2",
        "department_id": "dept-sales",
        "department_name": "销售部",
        "cost_center": "CC-5100",
        "project_code": None,
        "subject_code": "travel",
        "subject_name": "差旅费",
        "original_amount": "20000.00",
        "warning_threshold": "80.00",
        "control_action": "block",
        "description": "销售部差旅预算",
    }

    monitor_response = client.post(
        "/api/v1/budgets/allocations",
        json=payload,
        headers={
            "x-auth-username": "monitor@example.com",
            "x-auth-role-codes": "budget_monitor",
            "x-auth-cost-center": "CC-4100",
        },
    )
    assert monitor_response.status_code == 403

    admin_response = client.post(
        "/api/v1/budgets/allocations",
        json=payload,
        headers={"x-auth-username": "admin", "x-auth-role-codes": "manager"},
    )
    assert admin_response.status_code == 201
    assert admin_response.json()["department_name"] == "销售部"


def test_budget_analysis_endpoint_is_limited_to_budget_roles() -> None:
    client, session_factory = build_client()
    with session_factory() as db:
        seed_budget_allocations(db)
        budget_role, market_department = seed_market_budget_monitor(db)
        manager_role = Role(role_code="manager", name="直属领导")
        finance_role = Role(role_code="finance", name="财务")
        manager = Employee(
            employee_no="E-BUDGET-MANAGER",
            name="预算领导",
            email="budget-manager-review@example.com",
            grade="P7",
            organization_unit=market_department,
            roles=[manager_role],
        )
        finance_user = Employee(
            employee_no="E-BUDGET-FINANCE",
            name="预算财务",
            email="budget-finance-review@example.com",
            grade="P6",
            organization_unit=market_department,
            roles=[finance_role],
        )
        p6_budget_monitor = Employee(
            employee_no="E-BUDGET-MARKET-P6",
            name="低级预算",
            email="p6-budget-monitor@example.com",
            grade="P6",
            organization_unit=market_department,
            manager=manager,
            roles=[budget_role],
        )
        db.add_all([manager, finance_user, p6_budget_monitor])
        db.flush()
        claim = ExpenseClaim(
            claim_no="APP-BUDGET-ANALYSIS-001",
            employee_id=p6_budget_monitor.id,
            employee_name="低级预算",
            department_id="dept-market",
            department_name="市场部",
            project_code=None,
            expense_type="travel_application",
            reason="客户现场交付预算申请",
            location="上海",
            amount=Decimal("12000.00"),
            currency="CNY",
            invoice_count=0,
            occurred_at=datetime(2026, 5, 12, 9, 0, tzinfo=UTC),
            submitted_at=datetime(2026, 5, 12, 10, 0, tzinfo=UTC),
            status="submitted",
            approval_stage="预算管理者审批",
            risk_flags_json=[],
        )
        leader_claim = ExpenseClaim(
            claim_no="RE-BUDGET-ANALYSIS-LEADER",
            employee_id=p6_budget_monitor.id,
            employee_name="低级预算",
            department_id="dept-market",
            department_name="市场部",
            project_code=None,
            expense_type="travel",
            reason="客户现场交付报销",
            location="上海",
            amount=Decimal("6000.00"),
            currency="CNY",
            invoice_count=1,
            occurred_at=datetime(2026, 5, 12, 9, 0, tzinfo=UTC),
            submitted_at=datetime(2026, 5, 12, 10, 0, tzinfo=UTC),
            status="submitted",
            approval_stage="直属领导审批",
            risk_flags_json=[],
        )
        finance_claim = ExpenseClaim(
            claim_no="RE-BUDGET-ANALYSIS-FINANCE",
            employee_id=p6_budget_monitor.id,
            employee_name="低级预算",
            department_id="dept-market",
            department_name="市场部",
            project_code=None,
            expense_type="travel",
            reason="客户现场交付报销",
            location="上海",
            amount=Decimal("8000.00"),
            currency="CNY",
            invoice_count=1,
            occurred_at=datetime(2026, 5, 12, 9, 0, tzinfo=UTC),
            submitted_at=datetime(2026, 5, 12, 10, 0, tzinfo=UTC),
            status="submitted",
            approval_stage="财务审批",
            risk_flags_json=[],
        )
        db.add_all([claim, leader_claim, finance_claim])
        db.commit()
        claim_id = claim.id
        leader_claim_id = leader_claim.id
        finance_claim_id = finance_claim.id

    ordinary_response = client.get(
        f"/api/v1/reimbursements/claims/{claim_id}/budget-analysis",
        headers={
            "x-auth-username": "zhangsan@example.com",
            "x-auth-role-codes": "employee",
        },
    )
    monitor_response = client.get(
        f"/api/v1/reimbursements/claims/{claim_id}/budget-analysis",
        headers={
            "x-auth-username": "budget-monitor@example.com",
            "x-auth-role-codes": "budget_monitor",
        },
    )
    p6_monitor_response = client.get(
        f"/api/v1/reimbursements/claims/{claim_id}/budget-analysis",
        headers={
            "x-auth-username": "p6-budget-monitor@example.com",
            "x-auth-role-codes": "budget_monitor",
        },
    )
    leader_response = client.get(
        f"/api/v1/reimbursements/claims/{leader_claim_id}/budget-analysis",
        headers={
            "x-auth-username": "budget-manager-review@example.com",
            "x-auth-role-codes": "manager",
        },
    )
    finance_response = client.get(
        f"/api/v1/reimbursements/claims/{finance_claim_id}/budget-analysis",
        headers={
            "x-auth-username": "budget-finance-review@example.com",
            "x-auth-role-codes": "finance",
        },
    )

    assert ordinary_response.status_code == 403
    assert p6_monitor_response.status_code == 403
    assert monitor_response.status_code == 200
    assert leader_response.status_code == 200
    assert finance_response.status_code == 200
    assert Decimal(monitor_response.json()["metrics"]["claim_amount_ratio"]) == Decimal("24.00")
    assert Decimal(leader_response.json()["metrics"]["claim_amount_ratio"]) == Decimal("12.00")
    assert Decimal(finance_response.json()["metrics"]["claim_amount_ratio"]) == Decimal("16.00")