docs: 品牌全量口径统一为「南方基金」+ 作废文档清理

1) 客服 Agent 四份交付文档 + 构建脚手架:品牌由包装占位 XX科技 / 旧名 南方财富
   统一为南方基金(热线 400-889-8899 / 官网 nffund.com),系统名改为「智能服务系统」;
   同步追加 §0.4 修订记录行,工程记录行保留原占位字面以支撑硬编码扫描验收。
2) 开发文档:清理 28 份已作废/残留文档(14 份移出归档 + 14 份仓库副本),
   新增《文档规整方案与开发前待决事项-2026-09-17》。
3) 客服agent 四份交付文档首次纳入本分支。
This commit is contained in:
张胜宇
2026-09-17 15:15:22 +08:00
commit e239eb778b
874 changed files with 188418 additions and 0 deletions
@@ -0,0 +1,209 @@
"""端点权限判定的 HTTP 层用例(不连数据库)。
## 为什么单开这一组
既有用例(含 `tests/integration/test_customer_service_handover_admin_mysql.py`)都通过
`app.dependency_overrides[build_request_context]` 注入**已经带好权限**的上下文,
所以只覆盖了"有权限能通",**覆盖不到"缺权限必须被拒"**。
而 2026-09-12 出过的那类事故(客服二期三个权限码 `memory:candidate:confirm` /
`memory:candidate:review` / `handover:read` 没随代码合并进环境)恰好只会在这一层暴露:
权限判定发生在身份解析之后(`app/api/dependencies/auth.py` → `IdentityService.resolve`),
而服务层测试是自己构造 `RequestContext` 的、权限字段由测试塞进去,
所以"权限码在库里根本不存在"这类问题,单元/集成测试全绿也照样漏。
## 替换了什么、保留了哪些真实部分
- **保留**:真实路由、真实 `build_request_context` 依赖注入位、真实
`AuthorizationService.require` 判定与 `ForbiddenAgentError` → 403 信封。
- **替换**(只替换两处边界):
1. `build_request_context` → 直接返回指定权限集的上下文(跳过 JWT 与身份库查询);
2. `AuthorizationService` 的审计落库 → 内存替身(拒绝时会写一条 `permission.denied`)。
## 为什么正反两个方向都要断言
- **反向**(权限集里没有该权限 → 必须 403):防"端点忘了做权限校验"。
- **正向**(把该权限放进去 → **不能**再是 403):把"端点要求的权限码"钉住 ——
若有人改了端点要的权限码而没同步这里,正向会立刻变红。
正向之后的下游(MySQL / Redis)在单元环境不可用,返回 5xx 属正常;
本用例只关心"不再因权限被拒",因此断言 `status_code != 403` 而不是 `== 200`。
"""
from __future__ import annotations
from typing import Any
import pytest
from fastapi.testclient import TestClient
from app.api.dependencies.auth import build_request_context
from app.core.contracts import RequestContext
from app.main import create_app
from app.service import authorization_service
PERMISSION_DENIED_CODE = "AGENT_PERMISSION_DENIED"
#: (HTTP 方法, 路径, 该端点要求的权限码, 角色, 请求体)
CASES: tuple[tuple[str, str, str, tuple[str, ...], dict[str, Any] | None], ...] = (
(
"GET",
"/api/v1/admin/customer-service/handover-tickets",
"handover:read",
("admin",),
None,
),
(
"GET",
"/api/v1/admin/customer-service/handover-tickets/T-0001",
"handover:read",
("admin",),
None,
),
(
"GET",
"/api/v1/admin/customer-profile-candidates",
"memory:candidate:review",
("admin",),
None,
),
(
"POST",
"/api/v1/admin/customer-profile-candidates/1/reviews",
"memory:candidate:review",
("admin",),
{"decision": "approved"},
),
(
"POST",
"/api/v1/users/me/memory-candidates/1/decisions",
"memory:candidate:confirm",
("customer",),
{"decision": "confirmed"},
),
)
class _FakeSession:
"""只承载"拒绝时写一条审计"这一步,不碰数据库。"""
def add(self, _instance: object) -> None:
return None
def begin(self) -> _FakeSession:
return self
async def __aenter__(self) -> _FakeSession:
return self
async def __aexit__(self, *_exc: object) -> bool:
return False
class _FakeSessionFactory:
def __call__(self) -> _FakeSession:
return _FakeSession()
def _contains_code(payload: Any, code: str) -> bool:
"""在响应 JSON 里递归找错误码,不依赖信封的具体层级。"""
if isinstance(payload, dict):
return any(
(isinstance(value, str) and value == code) or _contains_code(value, code)
for value in payload.values()
)
if isinstance(payload, list):
return any(_contains_code(item, code) for item in payload)
return False
def _request(
monkeypatch: pytest.MonkeyPatch,
*,
method: str,
path: str,
permissions: tuple[str, ...],
roles: tuple[str, ...],
body: dict[str, Any] | None,
) -> Any:
app = create_app()
async def override_context() -> RequestContext:
return RequestContext(
user_id="9003",
trace_id="permission-enforcement-trace",
roles=roles,
permissions=permissions,
)
app.dependency_overrides[build_request_context] = override_context
monkeypatch.setattr(authorization_service, "SessionFactory", _FakeSessionFactory())
try:
# 正向用例会走到下游(MySQL / Redis),单元环境不可用会抛异常;
# 这里让它变成 5xx 响应,用例只关心"不再因权限被拒"。
with TestClient(app, raise_server_exceptions=False) as client:
return client.request(method, path, json=body)
finally:
app.dependency_overrides.clear()
@pytest.mark.parametrize(("method", "path", "permission", "roles", "body"), CASES)
def test_endpoint_denies_request_without_required_permission(
monkeypatch: pytest.MonkeyPatch,
method: str,
path: str,
permission: str,
roles: tuple[str, ...],
body: dict[str, Any] | None,
) -> None:
"""反向:权限集里没有该权限时,必须 403 且错误码是 `AGENT_PERMISSION_DENIED`。"""
response = _request(
monkeypatch,
method=method,
path=path,
permissions=(),
roles=roles,
body=body,
)
assert response.status_code == 403, (
f"{method} {path} 缺少 {permission} 时预期 403,实际 {response.status_code}:"
f"{response.text[:200]}"
)
assert _contains_code(response.json(), PERMISSION_DENIED_CODE), response.text
@pytest.mark.parametrize(("method", "path", "permission", "roles", "body"), CASES)
def test_endpoint_accepts_request_with_required_permission(
monkeypatch: pytest.MonkeyPatch,
method: str,
path: str,
permission: str,
roles: tuple[str, ...],
body: dict[str, Any] | None,
) -> None:
"""正向:放入该权限后不能再是 403 —— 同时把端点要求的权限码钉住。"""
response = _request(
monkeypatch,
method=method,
path=path,
permissions=(permission,),
roles=roles,
body=body,
)
assert response.status_code != 403, (
f"{method} {path} 带上 {permission} 后仍被拒;"
f"端点要求的权限码可能已改动:{response.text[:200]}"
)
assert not _contains_code(response.json(), PERMISSION_DENIED_CODE), response.text
def test_cases_cover_every_phase2_permission_code() -> None:
"""这组用例必须覆盖客服二期新增的三个权限码,缺一个就失去意义。"""
covered = {case[2] for case in CASES}
assert covered == {
"handover:read",
"memory:candidate:confirm",
"memory:candidate:review",
}