Files
X-Financial/server/tests/test_digital_employee_dashboard_service.py
caoxiaozhu 15006a05a7 feat: 数字员工财务报告体系与定时提醒及看板快照调度
- 新增数字员工财务报告生成、邮件投递与渲染调度器
- 引入员工画像扫描调度与定时提醒任务
- 完善财务看板快照、排行口径与部门人员占比计算
- 优化数字员工工作看板仪表盘与技能目录
- 增强前端总览页图表、工作台摘要与顶部导航栏交互
- 新增差旅申请规划推动提醒与报销创建会话状态管理
- 补充财务报告、看板调度、数字员工工作记录测试覆盖
2026-06-03 09:25:23 +08:00

249 lines
10 KiB
Python

from __future__ import annotations
from datetime import UTC, datetime, timedelta
from sqlalchemy import create_engine
from sqlalchemy.orm import Session, sessionmaker
from sqlalchemy.pool import StaticPool
from app.db.base import Base
from app.models.agent_run import AgentRun, AgentToolCall
from app.services.digital_employee_dashboard import DigitalEmployeeDashboardService
def build_session() -> Session:
engine = create_engine(
"sqlite+pysqlite:///:memory:",
connect_args={"check_same_thread": False},
poolclass=StaticPool,
)
Base.metadata.create_all(bind=engine)
session_factory = sessionmaker(bind=engine, autoflush=False, autocommit=False)
return session_factory()
def test_digital_employee_dashboard_aggregates_daily_work_from_agent_runs() -> None:
now = datetime.now(UTC)
with build_session() as db:
db.add_all(
[
AgentRun(
run_id="run-digital-risk-001",
agent="hermes",
source="schedule",
user_id="system",
status="succeeded",
route_json={"task_code": "task.hermes.global_risk_scan"},
result_summary="财务风险图谱巡检完成。",
started_at=now - timedelta(hours=4),
finished_at=now - timedelta(hours=4, minutes=-3),
tool_calls=[
AgentToolCall(
run_id="run-digital-risk-001",
tool_type="rule_engine",
tool_name="digital_employee.financial_risk_graph.scan",
request_json={"task_type": "global_risk_scan"},
response_json={
"scanned_claim_count": 18,
"risk_observation_count": 3,
},
status="succeeded",
duration_ms=1200,
created_at=now - timedelta(hours=4),
)
],
),
AgentRun(
run_id="run-digital-clue-001",
agent="hermes",
source="schedule",
user_id="system",
status="failed",
route_json={"report_type": "risk_clue_collect"},
result_summary="风险线索归集失败。",
started_at=now - timedelta(hours=3),
finished_at=now - timedelta(hours=3, minutes=-1),
tool_calls=[
AgentToolCall(
run_id="run-digital-clue-001",
tool_type="database",
tool_name="digital_employee.risk_clue.collect",
request_json={"task_type": "risk_clue_collect"},
response_json={
"fact_count": 12,
"rule_hit_count": 5,
"risk_clue_count": 2,
},
status="failed",
duration_ms=800,
error_message="collector failed",
created_at=now - timedelta(hours=3),
)
],
),
AgentRun(
run_id="run-digital-knowledge-001",
agent="hermes",
source="user_message",
user_id="admin",
status="running",
route_json={
"job_type": "knowledge_index_sync",
"requested_document_ids": ["doc-1", "doc-2"],
},
result_summary="知识归纳任务已入队。",
started_at=now - timedelta(hours=1),
),
AgentRun(
run_id="run-user-001",
agent="user_agent",
source="user_message",
user_id="employee",
status="succeeded",
result_summary="普通报销预审。",
started_at=now - timedelta(hours=2),
finished_at=now - timedelta(hours=2, minutes=-1),
tool_calls=[
AgentToolCall(
run_id="run-user-001",
tool_type="llm",
tool_name="expense_claim.review",
request_json={},
response_json={},
status="succeeded",
duration_ms=500,
created_at=now - timedelta(hours=2),
)
],
),
]
)
db.commit()
dashboard = DigitalEmployeeDashboardService(db).build_dashboard(days=7)
assert dashboard.has_real_data is True
assert dashboard.totals["totalRuns"] == 3
assert dashboard.totals["successRuns"] == 1
assert dashboard.totals["failedRuns"] == 1
assert dashboard.totals["runningRuns"] == 1
assert dashboard.totals["toolCalls"] == 2
assert dashboard.totals["riskObservations"] == 3
assert dashboard.totals["riskClues"] == 2
assert dashboard.totals["knowledgeDocuments"] == 2
assert dashboard.totals["businessOutputs"] == 7
assert dashboard.totals["successRate"] == 33.3
category_counts = {item["name"]: item["count"] for item in dashboard.category_distribution}
assert category_counts["评估"] == 1
assert category_counts["升级"] == 1
assert category_counts["整理"] == 1
assert category_counts["积累"] == 0
task_names = {item["name"] for item in dashboard.task_distribution}
assert task_names == {"财务风险图谱巡检", "风险线索归集", "知识制度整理"}
assert sum(item["total"] for item in dashboard.daily_work) == 3
assert dashboard.recent_runs[0]["runId"] == "run-digital-knowledge-001"
assert dashboard.recent_runs[0]["statusLabel"] == "运行中"
def test_digital_employee_dashboard_keeps_empty_payload_without_fake_data() -> None:
with build_session() as db:
dashboard = DigitalEmployeeDashboardService(db).build_dashboard(days=7)
assert dashboard.has_real_data is False
assert dashboard.totals["totalRuns"] == 0
assert dashboard.daily_work
assert dashboard.task_distribution == []
def test_digital_employee_dashboard_counts_finance_dashboard_snapshots() -> None:
now = datetime.now(UTC)
with build_session() as db:
db.add(
AgentRun(
run_id="run-finance-snapshot-001",
agent="hermes",
source="schedule",
user_id="digital_employee",
status="succeeded",
route_json={"task_type": "finance_dashboard_snapshot"},
result_summary="finance dashboard snapshot generated",
started_at=now - timedelta(minutes=3),
finished_at=now - timedelta(minutes=2),
tool_calls=[
AgentToolCall(
run_id="run-finance-snapshot-001",
tool_type="database",
tool_name="digital_employee.finance_dashboard.snapshot",
request_json={"task_type": "finance_dashboard_snapshot"},
response_json={
"summary": {
"finance_snapshot_count": 1,
"reimbursement_count": 534,
}
},
status="succeeded",
duration_ms=1200,
created_at=now - timedelta(minutes=3),
)
],
)
)
db.commit()
dashboard = DigitalEmployeeDashboardService(db).build_dashboard(days=7)
assert dashboard.totals["financeDashboardSnapshots"] == 1
assert dashboard.totals["businessOutputs"] == 1
assert dashboard.daily_work[-1]["financeDashboardSnapshots"] == 1
assert dashboard.task_distribution[0]["taskType"] == "finance_dashboard_snapshot"
def test_digital_employee_dashboard_counts_reminder_outputs() -> None:
now = datetime.now(UTC)
with build_session() as db:
db.add(
AgentRun(
run_id="run-reminder-scan-001",
agent="hermes",
source="schedule",
user_id="digital_employee",
status="succeeded",
route_json={"task_type": "digital_employee_reminder_scan"},
result_summary="reminder scan generated",
started_at=now - timedelta(minutes=3),
finished_at=now - timedelta(minutes=2),
tool_calls=[
AgentToolCall(
run_id="run-reminder-scan-001",
tool_type="database",
tool_name="digital_employee.reminder.scan",
request_json={"task_type": "digital_employee_reminder_scan"},
response_json={
"summary": {
"recipient_count": 3,
"reminder_count": 8,
"approval_pending_count": 2,
}
},
status="succeeded",
duration_ms=900,
created_at=now - timedelta(minutes=3),
)
],
)
)
db.commit()
dashboard = DigitalEmployeeDashboardService(db).build_dashboard(days=7)
assert dashboard.totals["reminders"] == 8
assert dashboard.totals["businessOutputs"] == 8
assert dashboard.daily_work[-1]["reminders"] == 8
assert dashboard.task_distribution[0]["taskType"] == "digital_employee_reminder_scan"