X-Financial/server/tests/test_risk_rule_dsl_examples.py

from __future__ import annotations

import json
from datetime import UTC, date, datetime
from decimal import Decimal
from pathlib import Path

import pytest

from app.core.config import SERVER_DIR
from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
from app.services.risk_rule_dsl_examples import (
    get_risk_rule_dsl_example,
    list_risk_rule_dsl_examples,
)
from app.services.risk_rule_dsl_validator import validate_risk_rule_draft
from app.services.risk_rule_generation_interpreter import COMPOSITE_RULE_TEMPLATE_KEY
from app.services.risk_rule_generation_ontology import FIELD_ONTOLOGY
from app.services.risk_rule_template_executor import RiskRuleTemplateExecutor


def test_dsl_examples_pass_validator() -> None:
    examples = list_risk_rule_dsl_examples()

    assert {example["code"] for example in examples} == {
        "travel_city_mismatch",
        "lodging_date_outside_range",
        "budget_threshold",
        "duplicate_invoice",
        "entertainment_per_capita_over_limit",
    }
    for example in examples:
        manifest = example["manifest"]
        normalized = validate_risk_rule_draft(
            manifest["params"],
            fields=list(FIELD_ONTOLOGY),
            natural_language=example["natural_language"],
        )

        assert normalized["template_key"] == COMPOSITE_RULE_TEMPLATE_KEY
        assert normalized["dsl_validation"]["status"] == "passed"
        assert normalized["conditions"]
        assert not normalized.get("keywords")


@pytest.mark.parametrize(
    ("code", "hit_contexts", "pass_contexts"),
    [
        (
            "travel_city_mismatch",
            [{"document_info": {"route_cities": ["武汉", "上海"]}}],
            [{"document_info": {"route_cities": ["武汉", "北京"]}}],
        ),
        (
            "lodging_date_outside_range",
            [{"document_info": {"stay_start_date": "2026-05-08", "stay_end_date": "2026-05-13"}}],
            [{"document_info": {"stay_start_date": "2026-05-10", "stay_end_date": "2026-05-12"}}],
        ),
        (
            "budget_threshold",
            [{"budget_context": {"remaining_amount": "1000.00"}}],
            [{"budget_context": {"remaining_amount": "2000.00"}}],
        ),
        (
            "duplicate_invoice",
            [
                {"document_info": {"invoice_no": "INV-20260530-001"}},
                {"document_info": {"invoice_no": "INV-20260530-001"}},
            ],
            [
                {"document_info": {"invoice_no": "INV-20260530-001"}},
                {"document_info": {"invoice_no": "INV-20260530-002"}},
            ],
        ),
        (
            "entertainment_per_capita_over_limit",
            [],
            [],
        ),
    ],
)
def test_dsl_examples_execute_hit_and_pass(
    code: str,
    hit_contexts: list[dict],
    pass_contexts: list[dict],
) -> None:
    example = get_risk_rule_dsl_example(code)
    assert example is not None
    executor = RiskRuleTemplateExecutor()
    claim = _claim(amount=Decimal("1200.00"))
    if code == "entertainment_per_capita_over_limit":
        claim.expense_type = "业务招待费"
        claim.reason = "客户接待餐费"
        claim.attendee_count = 2
        claim.per_capita_amount = Decimal("600.00")

    hit_result = executor.evaluate(example["manifest"], claim=claim, contexts=hit_contexts)
    if code == "entertainment_per_capita_over_limit":
        claim.per_capita_amount = Decimal("400.00")
    pass_result = executor.evaluate(example["manifest"], claim=claim, contexts=pass_contexts)

    assert hit_result is not None
    assert pass_result is None


def test_duplicate_invoice_example_reports_duplicate_evidence() -> None:
    example = get_risk_rule_dsl_example("duplicate_invoice")
    assert example is not None

    result = RiskRuleTemplateExecutor().evaluate(
        example["manifest"],
        claim=_claim(),
        contexts=[
            {"document_info": {"invoice_no": "INV-DUP-001"}},
            {"document_info": {"invoice_no": "INV-DUP-001"}},
        ],
    )

    assert result is not None
    condition = result["evidence"]["conditions"][0]
    assert condition["operator"] == "duplicate_value"
    assert condition["duplicates"] == ["inv-dup-001"]


def test_date_rule_uses_application_month_before_ticket_item_date() -> None:
    claim = _claim()
    claim.trip_start_date = None
    claim.trip_end_date = None
    claim.occurred_at = datetime(2026, 2, 20, tzinfo=UTC)
    claim.items[0].item_date = date(2026, 2, 20)
    claim.risk_flags_json = [
        {
            "source": "application_handoff",
            "application_detail": {
                "application_time": "6月",
            },
        }
    ]

    manifest = {
        "template_key": COMPOSITE_RULE_TEMPLATE_KEY,
        "params": {
            "template_key": COMPOSITE_RULE_TEMPLATE_KEY,
            "conditions": [
                {
                    "id": "ticket_date_outside_trip",
                    "operator": "date_outside_range",
                    "date_fields": ["item.item_date", "attachment.issue_date"],
                    "range_start_fields": ["claim.trip_start_date"],
                    "range_end_fields": ["claim.trip_end_date"],
                    "tolerance_days": 0,
                }
            ],
            "hit_logic": "ticket_date_outside_trip",
            "condition_summary": "ticket date outside trip window",
        },
    }

    result = RiskRuleTemplateExecutor().evaluate(
        manifest,
        claim=claim,
        contexts=[{"document_info": {"issue_date": "2026-02-20"}}],
    )

    assert result is not None
    condition = result["evidence"]["conditions"][0]
    assert condition["range_start"] == "2026-06-01"
    assert condition["range_end"] == "2026-06-30"
    assert condition["outside_dates"] == ["2026-02-20"]


def test_application_context_values_are_available_to_composite_rules() -> None:
    claim = _claim(amount=Decimal("3000.00"))
    claim.risk_flags_json = [
        {
            "source": "application_link",
            "application_claim_id": "application-ctx-1",
            "application_claim_no": "AP-202606-CTX",
            "application_detail": {
                "application_amount": "3000",
                "application_expense_type": "office",
            },
        }
    ]
    manifest = {
        "template_key": COMPOSITE_RULE_TEMPLATE_KEY,
        "params": {
            "template_key": COMPOSITE_RULE_TEMPLATE_KEY,
            "conditions": [
                {
                    "id": "application_present",
                    "operator": "exists_any",
                    "fields": ["application.id", "application.claim_no"],
                }
            ],
            "hit_logic": "application_present",
            "condition_summary": "application exists",
        },
    }

    result = RiskRuleTemplateExecutor().evaluate(manifest, claim=claim, contexts=[])

    assert result is not None
    condition = result["evidence"]["conditions"][0]
    assert condition["values"] == ["application-ctx-1", "AP-202606-CTX"]


@pytest.mark.parametrize(
    ("file_name", "expense_type", "amount"),
    [
        ("risk.application.meal_high_value_without_preapproval.json", "meal", Decimal("501.00")),
        ("risk.application.office_bulk_without_purchase.json", "office", Decimal("2001.00")),
        ("risk.application.large_expense_without_preapproval.json", "software", Decimal("2001.00")),
    ],
)
def test_preapproval_amount_rules_hit_without_linked_application(
    file_name: str,
    expense_type: str,
    amount: Decimal,
) -> None:
    claim = _claim(amount=amount)
    claim.expense_type = expense_type
    manifest = _load_rule_manifest(file_name)

    result = RiskRuleTemplateExecutor().evaluate(manifest, claim=claim, contexts=[])

    assert result is not None
    assert result["evidence"]["condition_results"]["amount_exceeds_preapproval_threshold"] is True
    assert result["evidence"]["condition_results"]["application_present"] is False


@pytest.mark.parametrize(
    ("file_name", "expense_type", "amount"),
    [
        ("risk.application.meal_high_value_without_preapproval.json", "entertainment", Decimal("800.00")),
        ("risk.application.office_bulk_without_purchase.json", "office", Decimal("2600.00")),
        ("risk.application.large_expense_without_preapproval.json", "software", Decimal("2600.00")),
    ],
)
def test_preapproval_amount_rules_skip_when_application_is_linked(
    file_name: str,
    expense_type: str,
    amount: Decimal,
) -> None:
    claim = _claim(amount=amount)
    claim.expense_type = expense_type
    claim.risk_flags_json = [
        {
            "source": "application_link",
            "application_claim_id": "application-linked-ok",
            "application_claim_no": "AP-202606-OK",
        }
    ]
    manifest = _load_rule_manifest(file_name)

    result = RiskRuleTemplateExecutor().evaluate(manifest, claim=claim, contexts=[])

    assert result is None


def _claim(*, amount: Decimal = Decimal("1000.00")) -> ExpenseClaim:
    claim = ExpenseClaim(
        claim_no="TEST-RISK-RULE-DSL",
        employee_name="测试员工",
        department_name="测试部门",
        expense_type="差旅费",
        reason="北京出差项目支持",
        location="北京",
        amount=amount,
        currency="CNY",
        invoice_count=2,
        occurred_at=datetime(2026, 5, 10, tzinfo=UTC),
        status="draft",
    )
    claim.trip_start_date = date(2026, 5, 10)
    claim.trip_end_date = date(2026, 5, 12)
    claim.items = [
        ExpenseClaimItem(
            item_date=date(2026, 5, 10),
            item_type="travel",
            item_reason="北京出差",
            item_location="北京",
            item_amount=amount,
            invoice_id="INV-ITEM-001",
        )
    ]
    return claim


def _load_rule_manifest(file_name: str) -> dict:
    path = Path(SERVER_DIR) / "rules" / "risk-rules" / file_name
    return json.loads(path.read_text(encoding="utf-8"))