feat: 财务看板口径重构与半年模拟数据及报销状态注册表
- 重构 finance_dashboard 口径计算，新增模拟公司画像数据生成与筛选 - 引入 expense_claim_status_registry 统一报销状态流转 - 完善报销草稿流程、Item Sync 与本体解析器 - 优化总览页趋势图、分页组件与请求进度步骤 - 增强报销申请快速预览、本体工具与详情展示 - 新增半年报销模拟数据种子脚本与状态审计工具 - 补充财务看板、报销状态注册与模拟数据测试覆盖
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caoxiaozhu
188
server/tests/test_demo_company_simulation_seed.py
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188
server/tests/test_demo_company_simulation_seed.py
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from __future__ import annotations
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from datetime import UTC, date, datetime
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from sqlalchemy import create_engine, func, select
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from sqlalchemy.orm import Session, sessionmaker
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from sqlalchemy.pool import StaticPool
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from app.db.base import Base
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from app.models.budget import BudgetAllocation, BudgetReservation, BudgetTransaction
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from app.models.employee import Employee
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from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
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from app.models.organization import OrganizationUnit
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from app.models.risk_observation import RiskObservation
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from app.services.budget import BudgetService
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from app.services.demo_company_simulation_seed import (
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SIM_CLAIM_PREFIX,
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SIM_EMPLOYEE_PREFIX,
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HalfYearExpenseSimulationSeeder,
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SimulationConfig,
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)
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def build_session() -> Session:
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engine = create_engine(
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"sqlite+pysqlite:///:memory:",
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connect_args={"check_same_thread": False},
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poolclass=StaticPool,
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)
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Base.metadata.create_all(bind=engine)
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session_factory = sessionmaker(bind=engine, autoflush=False, autocommit=False)
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return session_factory()
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def seed_company(db: Session) -> None:
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tech = OrganizationUnit(
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id="dept-tech",
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unit_code="TECH-DEPT",
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name="技术部",
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unit_type="department",
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cost_center="CC-6100",
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location="北京",
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)
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market = OrganizationUnit(
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id="dept-market",
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unit_code="MARKET-DEPT",
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name="市场部",
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unit_type="department",
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cost_center="CC-4100",
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location="上海",
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)
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db.add_all([tech, market])
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for index in range(3):
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db.add(
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Employee(
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id=f"emp-existing-{index}",
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employee_no=f"E-EXISTING-{index}",
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name=f"现有员工{index}",
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email=f"existing-{index}@xf.com",
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grade="P5",
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position="主管",
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organization_unit=tech if index % 2 == 0 else market,
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cost_center="CC-6100" if index % 2 == 0 else "CC-4100",
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)
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)
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db.commit()
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def test_half_year_simulation_preview_and_apply_are_idempotent() -> None:
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with build_session() as db:
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seed_company(db)
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config = SimulationConfig(target_employees=8, start_date=date(2026, 1, 1), months=6, seed=7)
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preview = HalfYearExpenseSimulationSeeder(db, config).preview()
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assert preview.mode == "dry-run"
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assert preview.current_employee_count == 3
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assert preview.employees_to_create == 5
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assert preview.claims_to_create >= 24
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assert preview.budget_allocations_to_create > 0
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assert preview.budget_transactions_to_create > 0
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applied = HalfYearExpenseSimulationSeeder(db, config).apply()
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db.commit()
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assert applied.mode == "apply"
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assert applied.employees_to_create == 5
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assert db.scalar(select(func.count()).select_from(Employee)) == 8
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assert db.scalar(select(func.count()).select_from(ExpenseClaim)) == applied.claims_to_create
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assert (
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db.scalar(select(func.count()).select_from(ExpenseClaimItem))
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== applied.claim_items_to_create
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)
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assert (
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db.scalar(select(func.count()).select_from(BudgetAllocation))
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== applied.budget_allocations_to_create
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)
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assert (
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db.scalar(select(func.count()).select_from(BudgetTransaction))
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== applied.budget_transactions_to_create
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)
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assert (
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db.scalar(select(func.count()).select_from(BudgetReservation))
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== applied.budget_reservations_to_create
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)
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assert (
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db.scalar(select(func.count()).select_from(RiskObservation))
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== applied.risk_observations_to_create
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)
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repeated = HalfYearExpenseSimulationSeeder(db, config).apply()
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db.commit()
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assert repeated.employees_to_create == 0
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assert repeated.claims_to_create == 0
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assert repeated.budget_allocations_to_create == 0
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assert repeated.budget_transactions_to_create == 0
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assert repeated.budget_reservations_to_create == 0
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assert repeated.risk_observations_to_create == 0
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def test_half_year_simulation_feeds_budget_summary() -> None:
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with build_session() as db:
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seed_company(db)
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config = SimulationConfig(
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target_employees=10,
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start_date=date(2026, 1, 1),
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months=6,
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seed=11,
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)
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HalfYearExpenseSimulationSeeder(db, config).apply()
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db.commit()
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summary = BudgetService(db).get_summary(fiscal_year=2026, period_key="2026Q2")
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sim_claim_count = db.scalar(
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select(func.count()).select_from(ExpenseClaim).where(ExpenseClaim.claim_no.like(f"{SIM_CLAIM_PREFIX}%"))
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)
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sim_employee_count = db.scalar(
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select(func.count()).select_from(Employee).where(Employee.employee_no.like(f"{SIM_EMPLOYEE_PREFIX}%"))
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)
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assert sim_claim_count and sim_claim_count >= 30
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assert sim_employee_count == 7
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assert summary.trend
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assert {item.period_key for item in summary.trend} == {"2026Q1", "2026Q2"}
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assert summary.warning_count + summary.over_budget_count > 0
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def test_half_year_simulation_excludes_admin_and_visible_month_has_real_volume() -> None:
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with build_session() as db:
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seed_company(db)
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db.add(
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Employee(
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id="emp-admin",
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employee_no="ADMIN",
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name="admin",
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email="admin@xf.com",
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grade="P8",
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position="admin",
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)
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)
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db.commit()
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config = SimulationConfig(
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target_employees=100,
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start_date=date(2026, 1, 1),
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months=6,
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seed=20260602,
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)
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HalfYearExpenseSimulationSeeder(db, config).apply()
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db.commit()
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admin_claim_count = db.scalar(
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select(func.count())
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.select_from(ExpenseClaim)
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.where(ExpenseClaim.employee_name == "admin")
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)
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visible_claim_count = db.scalar(
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select(func.count())
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.select_from(ExpenseClaim)
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.where(ExpenseClaim.claim_no.like(f"{SIM_CLAIM_PREFIX}%"))
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.where(ExpenseClaim.occurred_at >= datetime(2026, 6, 1, tzinfo=UTC))
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.where(ExpenseClaim.occurred_at < datetime(2026, 6, 3, tzinfo=UTC))
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)
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assert admin_claim_count == 0
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assert visible_claim_count is not None
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assert 400 <= visible_claim_count <= 500
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