feat(platform): close AI expense value loop
Add tenant-safe value, telemetry, connector, commercial, and production-readiness foundations.
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caoxiaozhu
354
server/tests/test_standard_adjustment_savings_backfill.py
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354
server/tests/test_standard_adjustment_savings_backfill.py
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from __future__ import annotations
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import argparse
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import importlib.util
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import uuid
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from datetime import UTC, date, datetime
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from decimal import Decimal
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from pathlib import Path
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import pytest
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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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import app.models # noqa: F401 - 注册完整 metadata
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from app.cli.savings_standard_adjustment_backfill import (
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StandardAdjustmentBackfillDisposition,
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StandardAdjustmentSavingsBackfillService,
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)
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from app.db.base_class import Base
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from app.models.expense_case import BusinessEvent, ExpenseCase, ExpenseCaseLink
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from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
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from app.models.savings import (
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ProfileBaselineSnapshot,
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SavingsEvent,
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SavingsEvidenceLink,
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SavingsOpportunity,
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)
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from app.services.expense_claim_standard_adjustment import ExpenseClaimStandardAdjustmentMixin
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@pytest.fixture()
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def db() -> 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(engine)
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factory = sessionmaker(bind=engine, expire_on_commit=False)
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with factory() as session:
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yield session
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Base.metadata.drop_all(engine)
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engine.dispose()
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def test_dry_run_reports_eligible_without_any_write(db: Session) -> None:
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_seed_adjusted_claim(db, tenant_id="tenant-a")
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db.commit()
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before = _write_counts(db)
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preview = StandardAdjustmentSavingsBackfillService(
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db,
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tenant_id="tenant-a",
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).preview()
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assert preview.claims_inspected == 1
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assert preview.flags_inspected == 1
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assert preview.eligible == 1
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assert preview.replayed == 0
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assert preview.skipped == 0
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assert preview.reasons == {"eligible": 1}
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assert _write_counts(db) == before
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assert not db.new
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assert not db.dirty
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def test_apply_creates_once_and_second_apply_is_replayed(db: Session) -> None:
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claim, item = _seed_adjusted_claim(db, tenant_id="tenant-a")
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db.commit()
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service = StandardAdjustmentSavingsBackfillService(db, tenant_id="tenant-a")
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applied = service.apply_batch(run_id="run-001")
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db.commit()
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assert applied.created == 1
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assert applied.replayed == 0
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assert applied.skipped == 0
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opportunity = db.scalar(
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select(SavingsOpportunity).where(
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SavingsOpportunity.tenant_id == "tenant-a",
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SavingsOpportunity.claim_id == claim.id,
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)
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)
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assert opportunity is not None
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assert opportunity.claim_item_id == item.id
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assert opportunity.estimated_net == Decimal("400.0000")
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assert opportunity.status == "in_progress"
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assert db.scalar(
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select(func.count(SavingsEvidenceLink.id)).where(
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SavingsEvidenceLink.tenant_id == "tenant-a"
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)
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) == 2
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counts_after_first = _write_counts(db)
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replayed = service.apply_batch(run_id="run-002")
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db.commit()
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assert replayed.created == 0
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assert replayed.replayed == 1
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assert replayed.skipped == 0
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assert replayed.items[0].opportunity_id == opportunity.id
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assert _write_counts(db) == counts_after_first
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def test_apply_skips_cross_tenant_missing_case_and_missing_evidence(db: Session) -> None:
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_seed_adjusted_claim(db, tenant_id="tenant-b")
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_seed_adjusted_claim(db, tenant_id=None)
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_seed_adjusted_claim(
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db,
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tenant_id="tenant-a",
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flag_overrides={"policy_rule_version": "", "calculation_fingerprint": ""},
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)
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db.commit()
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service = StandardAdjustmentSavingsBackfillService(db, tenant_id="tenant-a")
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preview = service.preview()
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dispositions = {item.disposition for item in preview.items}
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assert StandardAdjustmentBackfillDisposition.TENANT_CONFLICT in dispositions
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assert StandardAdjustmentBackfillDisposition.MISSING_CASE_LINK in dispositions
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assert StandardAdjustmentBackfillDisposition.MISSING_POLICY_VERSION in dispositions
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assert preview.eligible == 0
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assert preview.skipped == 3
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applied = service.apply_batch(run_id="run-quality-report")
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db.commit()
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assert applied.created == 0
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assert applied.replayed == 0
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assert applied.skipped == 3
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assert db.scalar(select(func.count(SavingsOpportunity.id))) == 0
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assert db.scalar(select(func.count(ProfileBaselineSnapshot.id))) == 0
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def test_tampered_amount_or_policy_snapshot_is_never_monetized(db: Session) -> None:
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_seed_adjusted_claim(
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db,
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tenant_id="tenant-a",
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flag_overrides={"original_amount": "9999.00"},
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)
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_seed_adjusted_claim(
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db,
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tenant_id="tenant-a",
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flag_overrides={"policy_hotel_rate": "451.00"},
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)
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db.commit()
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preview = StandardAdjustmentSavingsBackfillService(
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db,
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tenant_id="tenant-a",
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).preview()
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dispositions = [item.disposition for item in preview.items]
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assert StandardAdjustmentBackfillDisposition.ORIGINAL_AMOUNT_MISMATCH in dispositions
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assert (
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StandardAdjustmentBackfillDisposition.CALCULATION_FINGERPRINT_MISMATCH
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in dispositions
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)
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assert preview.eligible == 0
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def test_cli_defaults_to_dry_run_and_apply_requires_target_confirmation(
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monkeypatch: pytest.MonkeyPatch,
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) -> None:
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module = _load_cli()
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args = module.build_parser().parse_args(
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[
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"--tenant-id",
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"tenant-a",
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"--created-before",
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"2026-07-16T00:00:00+08:00",
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"--expected-host",
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"migration-probe",
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"--expected-database",
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"migration_probe",
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]
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)
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assert args.apply is False
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assert args.created_before == datetime(2026, 7, 15, 16, 0, tzinfo=UTC)
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apply_args = module.build_parser().parse_args(
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[
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"--apply",
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"--tenant-id",
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"tenant-a",
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"--created-before",
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"2026-07-16T00:00:00Z",
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"--expected-host",
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"migration-probe",
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"--expected-database",
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"migration_probe",
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]
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)
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monkeypatch.delenv("DATABASE_URL", raising=False)
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with pytest.raises(module.BackfillCommandError) as exc_info:
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module.run(apply_args)
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assert exc_info.value.code == "confirm_target_required"
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@pytest.mark.parametrize(
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("current_revision", "expected"),
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[
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("20260716_0015", True),
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("20260716_0016", True),
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("20260716_0017", True),
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("20260716_0014", False),
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(None, False),
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],
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)
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def test_cli_accepts_any_migration_descended_from_required_savings_revision(
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current_revision: str | None,
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expected: bool,
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) -> None:
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module = _load_cli()
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assert module.revision_contains_required(current_revision) is expected
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@pytest.mark.parametrize("value", ["", "2026-07-16T00:00:00", "not-a-time"])
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def test_cli_rejects_timestamp_without_explicit_timezone(value: str) -> None:
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with pytest.raises(argparse.ArgumentTypeError):
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_load_cli().parse_timestamp(value)
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def _seed_adjusted_claim(
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db: Session,
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*,
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tenant_id: str | None,
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flag_overrides: dict[str, object] | None = None,
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) -> tuple[ExpenseClaim, ExpenseClaimItem]:
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claim_id = str(uuid.uuid4())
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item_id = str(uuid.uuid4())
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suffix = uuid.uuid4().hex[:10]
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policy_result = {
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"days": 2,
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"location": "上海市",
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"matched_city": "上海",
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"grade": "P6",
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"grade_band": "P6-P7",
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"hotel_rate": Decimal("400.00"),
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"hotel_amount": Decimal("800.00"),
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"rule_name": "差旅住宿标准",
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"rule_version": "hotel-policy-v3",
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}
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flag: dict[str, object] = {
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"source": "reimbursement_standard_adjustment",
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"event_type": "standard_adjustment_accepted",
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"calculation_source": "server_policy",
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"item_id": item_id,
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"original_amount": "1200.00",
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"reimbursable_amount": "800.00",
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"employee_absorbed_amount": "400.00",
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"policy_days": policy_result["days"],
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"policy_location": policy_result["location"],
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"policy_matched_city": policy_result["matched_city"],
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"policy_grade": policy_result["grade"],
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"policy_grade_band": policy_result["grade_band"],
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"policy_hotel_rate": "400.00",
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"policy_hotel_amount": "800.00",
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"policy_rule_name": policy_result["rule_name"],
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"policy_rule_version": policy_result["rule_version"],
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"policy_rule_version_source": "finance_rules_content_hash",
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}
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flag["calculation_fingerprint"] = (
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ExpenseClaimStandardAdjustmentMixin._standard_adjustment_calculation_fingerprint(
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item_id=item_id,
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original_amount=Decimal("1200.00"),
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reimbursable_amount=Decimal("800.00"),
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policy_result=policy_result,
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)
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)
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flag.update(flag_overrides or {})
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claim = ExpenseClaim(
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id=claim_id,
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claim_no=f"BX-BACKFILL-{suffix}",
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employee_name="历史员工",
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department_name="销售部",
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project_code="PRJ-BACKFILL",
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expense_type="hotel",
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reason="历史住宿报销",
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location="上海",
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amount=Decimal("800.00"),
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currency="CNY",
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invoice_count=1,
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occurred_at=datetime(2026, 6, 1, 9, 0, tzinfo=UTC),
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submitted_at=datetime(2026, 6, 2, 9, 0, tzinfo=UTC),
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status="submitted",
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approval_stage="财务审批",
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risk_flags_json=[flag],
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created_at=datetime(2026, 6, 1, 8, 0, tzinfo=UTC),
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updated_at=datetime(2026, 6, 2, 8, 0, tzinfo=UTC),
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)
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item = ExpenseClaimItem(
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id=item_id,
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claim=claim,
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item_date=date(2026, 6, 1),
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item_type="hotel",
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item_reason="上海住宿 2 晚",
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item_location="上海",
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item_note="",
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item_amount=Decimal("1200.00"),
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)
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db.add(claim)
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if tenant_id is not None:
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expense_case = ExpenseCase(
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id=str(uuid.uuid4()),
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tenant_id=tenant_id,
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case_no=f"CASE-{suffix}",
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scene_code="travel",
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title="历史住宿费用事件",
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current_stage="claiming",
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status="active",
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)
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db.add_all(
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[
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expense_case,
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ExpenseCaseLink(
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id=str(uuid.uuid4()),
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tenant_id=tenant_id,
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expense_case_id=expense_case.id,
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resource_type="expense_claim",
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resource_id=claim.id,
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relation_type="reimbursement",
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),
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]
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)
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return claim, item
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def _write_counts(db: Session) -> tuple[int, ...]:
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return tuple(
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int(db.scalar(select(func.count()).select_from(model)) or 0)
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for model in (
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SavingsOpportunity,
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ProfileBaselineSnapshot,
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SavingsEvidenceLink,
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SavingsEvent,
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BusinessEvent,
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)
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)
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def _load_cli():
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path = (
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Path(__file__).resolve().parents[1]
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/ "scripts"
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/ "backfill_standard_adjustment_savings.py"
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)
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spec = importlib.util.spec_from_file_location("backfill_standard_adjustment_savings_cli", path)
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assert spec is not None and spec.loader is not None
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module = importlib.util.module_from_spec(spec)
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spec.loader.exec_module(module)
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return module
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