756 lines
26 KiB
Python
756 lines
26 KiB
Python
from __future__ import annotations
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from datetime import UTC, date, datetime
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from decimal import Decimal
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from sqlalchemy import create_engine
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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.api.deps import CurrentUserContext
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from app.db.base import Base
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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.schemas.ontology import OntologyParseRequest
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from app.schemas.ocr import OcrRecognizeBatchRead, OcrRecognizeDocumentRead
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from app.schemas.reimbursement import ExpenseClaimItemCreate, ExpenseClaimItemUpdate
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from app.services.expense_claims import ExpenseClaimService
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from app.services.ontology import SemanticOntologyService
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from app.services.ocr import OcrService
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def build_claim(*, expense_type: str, location: str) -> ExpenseClaim:
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claim = ExpenseClaim(
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id="claim-1",
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claim_no="EXP-202605-001",
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employee_id="emp-1",
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employee_name="张三",
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department_id="dept-1",
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department_name="市场部",
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project_code=None,
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expense_type=expense_type,
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reason="费用报销",
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location=location,
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amount=Decimal("88.00"),
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currency="CNY",
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invoice_count=1,
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occurred_at=datetime(2026, 5, 13, tzinfo=UTC),
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submitted_at=None,
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status="draft",
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approval_stage="待提交",
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risk_flags_json=[],
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)
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claim.items = [
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ExpenseClaimItem(
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id="item-1",
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claim_id="claim-1",
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item_date=date(2026, 5, 13),
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item_type=expense_type,
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item_reason="费用报销",
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item_location=location,
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item_amount=Decimal("88.00"),
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invoice_id="invoice-1",
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)
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]
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return claim
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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 test_validate_claim_for_submission_allows_office_claim_without_location() -> None:
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service = ExpenseClaimService.__new__(ExpenseClaimService)
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claim = build_claim(expense_type="office", location="待补充")
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issues = service._validate_claim_for_submission(claim)
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assert "业务地点未完善" not in issues
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assert not any("缺少地点" in item for item in issues)
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def test_validate_claim_for_submission_still_requires_location_for_travel_claim() -> None:
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service = ExpenseClaimService.__new__(ExpenseClaimService)
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claim = build_claim(expense_type="travel", location="待补充")
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issues = service._validate_claim_for_submission(claim)
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assert "业务地点未完善" in issues
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assert any("缺少地点" in item for item in issues)
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def test_resolve_expense_type_maps_office_supplies_review_value_to_office() -> None:
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expense_type = ExpenseClaimService._resolve_expense_type(
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[],
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context_json={
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"review_form_values": {
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"expense_type": "办公用品"
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}
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},
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)
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assert expense_type == "office"
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def test_upsert_draft_from_ontology_defers_multi_document_association_choice() -> None:
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user_id = "zhangsan@example.com"
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with build_session() as db:
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employee = Employee(
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employee_no="E5001",
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name="张三",
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email=user_id,
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)
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db.add(employee)
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db.flush()
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existing_claim = ExpenseClaim(
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claim_no="EXP-202605-010",
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employee_id=employee.id,
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employee_name="张三",
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department_name="市场部",
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project_code=None,
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expense_type="transport",
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reason="原有交通报销",
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location="深圳",
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amount=Decimal("20.00"),
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currency="CNY",
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invoice_count=1,
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occurred_at=datetime(2026, 5, 13, tzinfo=UTC),
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status="draft",
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approval_stage="待提交",
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risk_flags_json=[],
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)
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existing_claim.items = [
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ExpenseClaimItem(
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claim_id=existing_claim.id,
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item_date=date(2026, 5, 13),
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item_type="transport",
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item_reason="原有交通报销",
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item_location="深圳",
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item_amount=Decimal("20.00"),
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invoice_id="old-trip.png",
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)
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]
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db.add(existing_claim)
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db.commit()
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ontology = SemanticOntologyService(db).parse(
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OntologyParseRequest(
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query="我上传了两张交通票据，帮我生成报销草稿",
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user_id=user_id,
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)
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)
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service = ExpenseClaimService(db)
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result = service.upsert_draft_from_ontology(
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run_id=ontology.run_id,
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user_id=user_id,
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message="我上传了两张交通票据，帮我生成报销草稿",
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ontology=ontology,
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context_json={
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"name": "张三",
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"attachment_names": ["didi-trip.png", "parking-ticket.jpg"],
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"attachment_count": 2,
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"draft_claim_id": existing_claim.id,
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"ocr_documents": [
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{
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"filename": "didi-trip.png",
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"summary": "滴滴出行 支付金额 32 元",
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"text": "滴滴出行 支付金额 32 元",
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},
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{
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"filename": "parking-ticket.jpg",
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"summary": "停车费 合计 18 元",
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"text": "停车费 合计 18 元",
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},
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],
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},
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)
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db.refresh(existing_claim)
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assert result["pending_association_decision"] is True
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assert result["association_candidate_claim_id"] == existing_claim.id
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assert existing_claim.invoice_count == 1
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assert len(existing_claim.items) == 1
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assert existing_claim.items[0].invoice_id == "old-trip.png"
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def test_upsert_draft_from_ontology_keeps_reason_missing_for_attachment_only_upload() -> None:
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user_id = "wangwu@example.com"
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with build_session() as db:
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employee = Employee(
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employee_no="E5003",
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name="王五",
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email=user_id,
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)
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db.add(employee)
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db.commit()
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ontology = SemanticOntologyService(db).parse(
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OntologyParseRequest(
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query="我上传了 1 份票据，请结合附件名称给出报销建议并尽量生成草稿。",
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user_id=user_id,
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)
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)
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service = ExpenseClaimService(db)
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result = service.upsert_draft_from_ontology(
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run_id=ontology.run_id,
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user_id=user_id,
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message="我上传了 1 份票据，请结合附件名称给出报销建议并尽量生成草稿。\n附件名称：didi-trip.png",
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ontology=ontology,
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context_json={
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"name": "王五",
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"user_input_text": "",
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"attachment_names": ["didi-trip.png"],
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"attachment_count": 1,
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"ocr_documents": [
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{
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"filename": "didi-trip.png",
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"summary": "滴滴出行 支付金额 32 元",
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"text": "滴滴出行 支付金额 32 元",
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"document_type": "taxi_receipt",
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"scene_code": "transport",
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}
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],
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},
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)
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claim = db.get(ExpenseClaim, result["claim_id"])
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assert claim is not None
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assert claim.reason == "待补充"
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def test_upsert_draft_from_ontology_supports_link_or_create_for_multi_documents() -> None:
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user_id = "lisi@example.com"
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with build_session() as db:
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employee = Employee(
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employee_no="E5002",
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name="李四",
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email=user_id,
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)
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db.add(employee)
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db.flush()
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existing_claim = ExpenseClaim(
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claim_no="EXP-202605-011",
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employee_id=employee.id,
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employee_name="李四",
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department_name="销售部",
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project_code=None,
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expense_type="transport",
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reason="原有交通报销",
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location="上海",
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amount=Decimal("20.00"),
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currency="CNY",
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invoice_count=1,
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occurred_at=datetime(2026, 5, 13, tzinfo=UTC),
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status="draft",
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approval_stage="待提交",
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risk_flags_json=[],
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)
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existing_claim.items = [
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ExpenseClaimItem(
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claim_id=existing_claim.id,
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item_date=date(2026, 5, 13),
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item_type="transport",
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item_reason="原有交通报销",
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item_location="上海",
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item_amount=Decimal("20.00"),
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invoice_id="existing.png",
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)
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]
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db.add(existing_claim)
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db.commit()
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ontology = SemanticOntologyService(db).parse(
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OntologyParseRequest(
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query="我上传了两张交通票据，帮我生成报销草稿",
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user_id=user_id,
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)
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)
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service = ExpenseClaimService(db)
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context_json = {
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"name": "李四",
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"attachment_names": ["didi-trip.png", "parking-ticket.jpg"],
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"attachment_count": 2,
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"draft_claim_id": existing_claim.id,
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"ocr_documents": [
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{
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"filename": "didi-trip.png",
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"summary": "滴滴出行",
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"text": "滴滴出行 支付金额 32.50 元",
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"document_type": "taxi_receipt",
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"scene_code": "transport",
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"document_fields": [{"key": "amount", "label": "支付金额", "value": "32.50"}],
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},
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{
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"filename": "parking-ticket.jpg",
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"summary": "停车票",
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"text": "停车费 合计 18 元",
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"document_type": "parking_toll_receipt",
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"scene_code": "transport",
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"document_fields": [{"key": "total_amount", "label": "合计金额", "value": "18"}],
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},
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],
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}
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link_result = service.upsert_draft_from_ontology(
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run_id=ontology.run_id,
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user_id=user_id,
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message="把这两张票据关联到已有草稿",
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ontology=ontology,
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context_json={
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**context_json,
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"review_action": "link_to_existing_draft",
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},
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)
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db.refresh(existing_claim)
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assert link_result["claim_id"] == existing_claim.id
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assert existing_claim.invoice_count == 3
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assert len(existing_claim.items) == 3
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assert float(existing_claim.amount) == 70.5
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create_result = service.upsert_draft_from_ontology(
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run_id=f"{ontology.run_id}-new",
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user_id=user_id,
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message="单独新建一张报销单",
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ontology=ontology,
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context_json={
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**context_json,
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"review_action": "create_new_claim_from_documents",
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},
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)
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assert create_result["claim_id"] != existing_claim.id
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new_claim = db.get(ExpenseClaim, create_result["claim_id"])
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assert new_claim is not None
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assert new_claim.invoice_count == 2
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assert len(new_claim.items) == 2
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assert float(new_claim.amount) == 50.5
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def test_generate_claim_no_uses_max_suffix_instead_of_count() -> None:
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with build_session() as db:
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db.add_all(
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[
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ExpenseClaim(
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claim_no="EXP-202605-001",
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employee_name="张三",
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department_name="市场部",
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project_code=None,
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expense_type="transport",
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reason="交通报销",
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location="深圳",
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amount=Decimal("10.00"),
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currency="CNY",
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invoice_count=1,
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occurred_at=datetime(2026, 5, 10, tzinfo=UTC),
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status="draft",
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approval_stage="待提交",
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risk_flags_json=[],
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),
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ExpenseClaim(
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claim_no="EXP-202605-003",
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employee_name="李四",
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department_name="销售部",
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project_code=None,
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expense_type="transport",
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reason="交通报销",
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location="上海",
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amount=Decimal("20.00"),
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currency="CNY",
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invoice_count=1,
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occurred_at=datetime(2026, 5, 11, tzinfo=UTC),
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status="submitted",
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approval_stage="审批中",
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risk_flags_json=[],
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),
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]
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)
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db.commit()
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service = ExpenseClaimService(db)
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assert service._generate_claim_no(datetime(2026, 5, 14, tzinfo=UTC)) == "EXP-202605-004"
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def test_upsert_draft_from_ontology_retries_claim_no_conflict() -> None:
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user_id = "zhaoliu-claimno@example.com"
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with build_session() as db:
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employee = Employee(
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employee_no="E5006",
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name="赵六",
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email=user_id,
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)
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db.add(employee)
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db.flush()
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db.add(
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ExpenseClaim(
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claim_no="EXP-202605-004",
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employee_name="历史单据",
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department_name="财务部",
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project_code=None,
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expense_type="other",
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reason="历史草稿",
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location="北京",
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amount=Decimal("0.00"),
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currency="CNY",
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invoice_count=0,
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occurred_at=datetime(2026, 5, 12, tzinfo=UTC),
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status="submitted",
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approval_stage="审批中",
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risk_flags_json=[],
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)
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)
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db.commit()
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ontology = SemanticOntologyService(db).parse(
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OntologyParseRequest(
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query="帮我生成报销草稿，我昨天交通费 13.4 元",
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user_id=user_id,
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)
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)
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service = ExpenseClaimService(db)
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generated_claim_nos = iter(["EXP-202605-004", "EXP-202605-005"])
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service._generate_claim_no = lambda occurred_at: next(generated_claim_nos)
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result = service.upsert_draft_from_ontology(
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run_id=ontology.run_id,
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user_id=user_id,
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message="帮我生成报销草稿，我昨天交通费 13.4 元",
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ontology=ontology,
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context_json={
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"name": "赵六",
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"user_input_text": "帮我生成报销草稿，我昨天交通费 13.4 元",
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},
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)
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created_claim = db.get(ExpenseClaim, result["claim_id"])
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assert created_claim is not None
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assert created_claim.claim_no == "EXP-202605-005"
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assert result["claim_no"] == "EXP-202605-005"
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def test_create_claim_item_adds_blank_draft_row_without_forcing_attachment() -> None:
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current_user = CurrentUserContext(
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username="emp-1",
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name="张三",
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role_codes=[],
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is_admin=False,
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)
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with build_session() as db:
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claim = build_claim(expense_type="office", location="深圳南山")
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db.add(claim)
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db.commit()
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service = ExpenseClaimService(db)
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updated = service.create_claim_item(
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claim_id=claim.id,
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payload=ExpenseClaimItemCreate(),
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current_user=current_user,
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)
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assert updated is not None
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assert len(updated.items) == 2
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assert updated.amount == Decimal("88.00")
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assert updated.invoice_count == 1
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new_item = next(item for item in updated.items if item.id != "item-1")
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assert new_item.item_type == "office"
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assert new_item.item_reason == ""
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assert new_item.item_location == ""
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assert new_item.item_amount == Decimal("0.00")
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assert new_item.invoice_id is None
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def test_update_claim_item_reanalyzes_existing_attachment(monkeypatch, tmp_path) -> None:
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current_user = CurrentUserContext(
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username="emp-1",
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name="张三",
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role_codes=[],
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is_admin=False,
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)
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def fake_recognize(
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self,
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files: list[tuple[str, bytes, str | None]],
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) -> OcrRecognizeBatchRead:
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return OcrRecognizeBatchRead(
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total_file_count=1,
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success_count=1,
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documents=[
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OcrRecognizeDocumentRead(
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filename="office-note.png",
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media_type="image/png",
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text="办公用品发票 金额88元 2026-05-13",
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summary="识别到办公用品发票，金额 88 元。",
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avg_score=0.98,
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line_count=1,
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page_count=1,
|
||
warnings=[],
|
||
)
|
||
],
|
||
)
|
||
|
||
monkeypatch.setattr(OcrService, "recognize_files", fake_recognize)
|
||
monkeypatch.setattr(ExpenseClaimService, "_get_attachment_storage_root", lambda self: tmp_path)
|
||
|
||
with build_session() as db:
|
||
claim = build_claim(expense_type="office", location="深圳南山")
|
||
claim.invoice_count = 0
|
||
claim.items[0].invoice_id = None
|
||
claim.items[0].item_reason = "办公用品采购"
|
||
db.add(claim)
|
||
db.commit()
|
||
|
||
service = ExpenseClaimService(db)
|
||
service.upload_claim_item_attachment(
|
||
claim_id=claim.id,
|
||
item_id=claim.items[0].id,
|
||
filename="office-note.png",
|
||
content=b"fake-image-bytes",
|
||
media_type="image/png",
|
||
current_user=current_user,
|
||
)
|
||
|
||
uploaded_meta = service.get_claim_item_attachment_meta(
|
||
claim_id=claim.id,
|
||
item_id=claim.items[0].id,
|
||
current_user=current_user,
|
||
)
|
||
assert uploaded_meta is not None
|
||
assert uploaded_meta["preview_kind"] == "image"
|
||
assert uploaded_meta["preview_url"].endswith(
|
||
f"/reimbursements/claims/{claim.id}/items/{claim.items[0].id}/attachment/preview"
|
||
)
|
||
assert uploaded_meta["analysis"]["severity"] == "pass"
|
||
assert uploaded_meta["document_info"]["document_type"] == "office_invoice"
|
||
assert uploaded_meta["requirement_check"]["matches"] is True
|
||
|
||
updated = service.update_claim_item(
|
||
claim_id=claim.id,
|
||
item_id=claim.items[0].id,
|
||
payload=ExpenseClaimItemUpdate(
|
||
item_type="transport",
|
||
item_reason="打车报销",
|
||
),
|
||
current_user=current_user,
|
||
)
|
||
|
||
assert updated is not None
|
||
assert any(flag.get("source") == "attachment_analysis" for flag in updated.risk_flags_json)
|
||
|
||
refreshed_meta = service.get_claim_item_attachment_meta(
|
||
claim_id=claim.id,
|
||
item_id=claim.items[0].id,
|
||
current_user=current_user,
|
||
)
|
||
assert refreshed_meta is not None
|
||
assert refreshed_meta["analysis"]["severity"] == "high"
|
||
assert refreshed_meta["requirement_check"]["matches"] is False
|
||
assert any("附件类型要求" in point for point in refreshed_meta["analysis"]["points"])
|
||
|
||
|
||
def test_delete_claim_item_removes_row_and_attachment_files(monkeypatch, tmp_path) -> None:
|
||
current_user = CurrentUserContext(
|
||
username="emp-1",
|
||
name="张三",
|
||
role_codes=[],
|
||
is_admin=False,
|
||
)
|
||
|
||
def fake_recognize(
|
||
self,
|
||
files: list[tuple[str, bytes, str | None]],
|
||
) -> OcrRecognizeBatchRead:
|
||
return OcrRecognizeBatchRead(
|
||
total_file_count=1,
|
||
success_count=1,
|
||
documents=[
|
||
OcrRecognizeDocumentRead(
|
||
filename="office-note.png",
|
||
media_type="image/png",
|
||
text="办公用品发票 金额88元 2026-05-13",
|
||
summary="识别到办公用品发票，金额 88 元。",
|
||
avg_score=0.98,
|
||
line_count=1,
|
||
page_count=1,
|
||
warnings=[],
|
||
)
|
||
],
|
||
)
|
||
|
||
monkeypatch.setattr(OcrService, "recognize_files", fake_recognize)
|
||
monkeypatch.setattr(ExpenseClaimService, "_get_attachment_storage_root", lambda self: tmp_path)
|
||
|
||
with build_session() as db:
|
||
claim = build_claim(expense_type="office", location="深圳南山")
|
||
claim.invoice_count = 0
|
||
claim.items[0].invoice_id = None
|
||
claim.items[0].item_reason = "办公用品采购"
|
||
db.add(claim)
|
||
db.commit()
|
||
|
||
service = ExpenseClaimService(db)
|
||
upload_payload = service.upload_claim_item_attachment(
|
||
claim_id=claim.id,
|
||
item_id=claim.items[0].id,
|
||
filename="office-note.png",
|
||
content=b"fake-image-bytes",
|
||
media_type="image/png",
|
||
current_user=current_user,
|
||
)
|
||
|
||
assert upload_payload is not None
|
||
attachment_root = tmp_path / claim.id / claim.items[0].id
|
||
assert attachment_root.exists()
|
||
|
||
delete_payload = service.delete_claim_item(
|
||
claim_id=claim.id,
|
||
item_id=claim.items[0].id,
|
||
current_user=current_user,
|
||
)
|
||
|
||
assert delete_payload is not None
|
||
assert delete_payload["claim_id"] == claim.id
|
||
refreshed_claim = service.get_claim(claim.id, current_user)
|
||
assert refreshed_claim is not None
|
||
assert refreshed_claim.items == []
|
||
assert refreshed_claim.amount == Decimal("0.00")
|
||
assert refreshed_claim.invoice_count == 0
|
||
assert not attachment_root.exists()
|
||
|
||
|
||
def test_list_claims_scopes_to_current_user_id_even_when_names_duplicate() -> None:
|
||
current_user = CurrentUserContext(
|
||
username="zhangsan1@example.com",
|
||
name="张三",
|
||
role_codes=["manager"],
|
||
is_admin=False,
|
||
)
|
||
|
||
with build_session() as db:
|
||
employee_a = Employee(
|
||
employee_no="E2001",
|
||
name="张三",
|
||
email="zhangsan1@example.com",
|
||
)
|
||
employee_b = Employee(
|
||
employee_no="E2002",
|
||
name="张三",
|
||
email="zhangsan2@example.com",
|
||
)
|
||
db.add_all([employee_a, employee_b])
|
||
db.flush()
|
||
db.add_all(
|
||
[
|
||
ExpenseClaim(
|
||
claim_no="EXP-DUP-001",
|
||
employee_id=employee_a.id,
|
||
employee_name="张三",
|
||
department_name="市场部",
|
||
project_code="PRJ-A",
|
||
expense_type="travel",
|
||
reason="本人报销",
|
||
location="上海",
|
||
amount=Decimal("120.00"),
|
||
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="finance_review",
|
||
risk_flags_json=[],
|
||
),
|
||
ExpenseClaim(
|
||
claim_no="EXP-DUP-002",
|
||
employee_id=employee_b.id,
|
||
employee_name="张三",
|
||
department_name="销售部",
|
||
project_code="PRJ-B",
|
||
expense_type="meal",
|
||
reason="他人报销",
|
||
location="杭州",
|
||
amount=Decimal("300.00"),
|
||
currency="CNY",
|
||
invoice_count=1,
|
||
occurred_at=datetime(2026, 5, 12, 12, 0, tzinfo=UTC),
|
||
submitted_at=datetime(2026, 5, 12, 13, 0, tzinfo=UTC),
|
||
status="approved",
|
||
approval_stage="completed",
|
||
risk_flags_json=[],
|
||
),
|
||
]
|
||
)
|
||
db.commit()
|
||
|
||
claims = ExpenseClaimService(db).list_claims(current_user)
|
||
|
||
assert len(claims) == 1
|
||
assert claims[0].claim_no == "EXP-DUP-001"
|
||
|
||
|
||
def test_list_claims_allows_finance_to_view_all_records() -> None:
|
||
current_user = CurrentUserContext(
|
||
username="finance@example.com",
|
||
name="财务",
|
||
role_codes=["finance"],
|
||
is_admin=False,
|
||
)
|
||
|
||
with build_session() as db:
|
||
db.add_all(
|
||
[
|
||
ExpenseClaim(
|
||
claim_no="EXP-FIN-101",
|
||
employee_name="甲",
|
||
department_name="A部",
|
||
project_code="PRJ-A",
|
||
expense_type="travel",
|
||
reason="A 报销",
|
||
location="上海",
|
||
amount=Decimal("120.00"),
|
||
currency="CNY",
|
||
invoice_count=1,
|
||
occurred_at=datetime(2026, 5, 11, 9, 0, tzinfo=UTC),
|
||
submitted_at=datetime(2026, 5, 11, 10, 0, tzinfo=UTC),
|
||
status="submitted",
|
||
approval_stage="finance_review",
|
||
risk_flags_json=[],
|
||
),
|
||
ExpenseClaim(
|
||
claim_no="EXP-FIN-102",
|
||
employee_name="乙",
|
||
department_name="B部",
|
||
project_code="PRJ-B",
|
||
expense_type="meal",
|
||
reason="B 报销",
|
||
location="杭州",
|
||
amount=Decimal("300.00"),
|
||
currency="CNY",
|
||
invoice_count=1,
|
||
occurred_at=datetime(2026, 5, 11, 12, 0, tzinfo=UTC),
|
||
submitted_at=datetime(2026, 5, 11, 13, 0, tzinfo=UTC),
|
||
status="approved",
|
||
approval_stage="completed",
|
||
risk_flags_json=[],
|
||
),
|
||
]
|
||
)
|
||
db.commit()
|
||
|
||
claims = ExpenseClaimService(db).list_claims(current_user)
|
||
|
||
assert len(claims) == 2
|
||
assert {claim.claim_no for claim in claims} == {"EXP-FIN-101", "EXP-FIN-102"}
|