group_fqcd_jr/tests/unit/service/test_customer_service_agent.py

"""客服 Agent 的**画像问答**出口单元测试。

为什么这个文件只剩画像：知识检索、适当性裁决、话题矩阵三个出口各有专门测试
（`test_customer_service_search_query.py` / `test_customer_service_suitability.py` /
`test_customer_service_topic_matrix.py`），本文件原先那些重复用例在合并时已删除——
两套测试各自锁同一份实现只会让"改一处要改两遍"。

本文件不连数据库、不调模型：`call_tool` 用替身替换。
"""

from __future__ import annotations

from typing import Any
from unittest.mock import AsyncMock

import pytest

from app.core.contracts import AgentRequest, RequestContext
from app.service.agent.implementations import customer_service as cs
from app.service.agent.implementations.customer_service import CustomerServiceAgent

CONTEXT = RequestContext(user_id="9001", trace_id="t", roles=("customer",))

PROFILE_OUTPUT: dict[str, Any] = {
    "customer_id": "9001",
    "profile": {
        "investor_type": "C3",
        "investment_horizon": "medium_term",
        "trading_frequency": "medium",
        "preferred_asset_class": ["bond_fund"],
        "customer_tier": "platinum",
        "assessment_expired": False,
    },
}

EXPIRED_OUTPUT: dict[str, Any] = {
    "customer_id": "9001",
    "profile": {
        "investor_type": "C5",
        "investment_horizon": "long_term",
        "trading_frequency": "high",
        "preferred_asset_class": ["equity_fund"],
        "customer_tier": "gold",
        "assessment_expired": True,
    },
}


def make_request(message: str) -> AgentRequest:
    return AgentRequest(
        agent_type="customer_service", message=message, session_id="session-profile",
        idempotency_key="k" * 16,
    )


def build_agent(output: object) -> tuple[CustomerServiceAgent, AsyncMock]:
    """构造 Agent 并注入工具替身（不触达任何真实依赖）。"""
    agent = CustomerServiceAgent(CustomerServiceAgent.definition)
    call_tool = AsyncMock(return_value=output)
    agent.call_tool = call_tool  # type: ignore[method-assign]
    return agent, call_tool


# --- ① 确定性识别：问"本人数据"走画像，问"规则"走知识 ------------------------------


@pytest.mark.parametrize(
    ("message", "expected"),
    [
        ("我的风险等级是多少", True),
        ("我的风险测评什么时候到期", True),
        ("测评过期了吗", True),
        ("我是什么风险类型的投资者", True),
        ("我的投资偏好是什么", True),
        ("我的画像", True),
        # 对照：问"规则"而不是"本人数据" → 不该走画像（应走知识检索）
        ("风险等级怎么划分", False),
        ("投资者分类标准是什么", False),
        ("基金申购后多久确认", False),
        ("有什么债券基金", False),
    ],
)
def test_profile_question_detection(message: str, expected: bool) -> None:
    """确定性识别：问"本人数据"才走画像；问"规则"走知识检索。

    这是本出口存在的理由——知识库答不了"我的风险等级是多少"，而把"风险等级怎么划分"
    误判成画像问题会让政策解读类问题拿不到答案。
    """
    assert cs.is_profile_question(message) is expected


# --- ② 取权威字段作答 ------------------------------------------------------------


@pytest.mark.asyncio
async def test_profile_question_answers_from_own_profile() -> None:
    """问本人画像 → 调画像工具、用权威字段作答，且**只查自己**。"""
    agent, call_tool = build_agent(PROFILE_OUTPUT)

    result = await agent.handle(make_request("我的风险等级是多少"), CONTEXT)

    assert result.intent is not None and result.intent.intent == cs.INTENT_FAQ
    assert "平衡型" in result.text and "C3" in result.text
    assert result.transfer_required is False
    # 只查本人：customer_id 取自 context.user_id，不从用户消息里解析
    args = call_tool.await_args
    assert args is not None
    assert args.args[0] == cs.PROFILE_TOOL_NAME
    assert args.args[1]["customer_id"] == "9001"


@pytest.mark.asyncio
async def test_expired_assessment_is_stated_not_hidden() -> None:
    """测评过期必须**明说**并引导重新测评，不能给出一个看起来有效的等级就完事。"""
    agent, _ = build_agent(EXPIRED_OUTPUT)

    result = await agent.handle(make_request("我的风险等级是多少"), CONTEXT)

    assert "测评已过有效期" in result.text
    assert "重新完成测评" in result.text


@pytest.mark.asyncio
async def test_profile_lookup_failure_falls_back_to_transfer() -> None:
    """工具失败/画像为空时**失败关闭为转人工**，绝不猜一个等级出来。"""
    for output in ({}, {"profile": {}}, {"profile": None}):
        agent, _ = build_agent(output)
        result = await agent.handle(make_request("我的画像"), CONTEXT)
        assert result.transfer_required is True, output
        assert result.text == cs.FALLBACK_TEMPLATE, output


@pytest.mark.asyncio
async def test_policy_question_still_goes_to_knowledge_not_profile() -> None:
    """规则类问题不走画像工具（对照组：确保上面的关键词表没有过度捕获）。"""
    agent, call_tool = build_agent({"hits": []})
    agent._classified_intent = None  # type: ignore[assignment]

    result = await agent.handle(make_request("风险等级怎么划分"), CONTEXT)

    # 未识别意图 → 引导人工；关键是**没有**去调画像工具
    assert result.transfer_required is True
    if call_tool.await_args is not None:
        assert call_tool.await_args.args[0] != cs.PROFILE_TOOL_NAME


# --- ③ 契约守卫 ------------------------------------------------------------------


def test_definition_declares_profile_tool_in_code_ceiling() -> None:
    """代码上限必须声明画像工具，否则发布配置开了白名单也调不到（两段式取交集）。"""
    assert cs.PROFILE_TOOL_NAME in CustomerServiceAgent.definition.allowed_tools


def test_profile_whitelist_intent_reuses_published_key() -> None:
    """画像工具调用复用的意图 key 必须是**已发布**的那个。

    换新意图码会让 `allowed_tools_by_intent` 缺 key → 交集为空 → `AGENT_PERMISSION_DENIED`，
    画像出口会以"权限被拒"的形式整体失效。
    """
    assert cs.PROFILE_WHITELIST_INTENT == cs.INTENT_FAQ


def test_agent_does_not_override_governance_methods() -> None:
    """治理方法是底座的责任，业务 Agent 覆盖会被 `BaseAgent.__init_subclass__` 拒绝。

    这里断言类字典里没有这些名字，防止将来有人"顺手实现一个"而让合规/审计被绕过。
    """
    overridden = {
        "check_compliance", "_execute_governed", "call_tool", "generate_with_model",
        "recall_memory", "classify_intent", "bind_governance",
    } & set(CustomerServiceAgent.__dict__)
    assert overridden == set()