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Merge remote-tracking branch 'origin/qyqy_develop' into nl-merge-colleague

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wangjianlong_0626
2026-09-12 14:06:18 +08:00
parent 67ba1b8eee fedbf5a3ef
commit f7b35006ff
19 changed files with 467 additions and 55 deletions
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tests/unit/service/test_offsite_fund_rules.py
+2
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@@ -59,6 +59,8 @@ def test_normalize_amount_keeps_original_unit_semantics() -> None:
assert normalize_amount_yuan("2.50", "万元") == Decimal("25000.00")
assert normalize_amount_yuan("2.50", "元") == Decimal("2.50")
assert normalize_amount_yuan("20,000.00万元", "万元") == Decimal("200000000.00")
assert normalize_amount_yuan("人民币5,000.00元", "元") == Decimal("5000.00")
assert normalize_amount_yuan("CNY 5,000.00", "元") == Decimal("5000.00")
assert normalize_amount_yuan("2.50", "美元") is None
tests/unit/service/test_offsite_smtp_adapter.py
+2
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@@ -167,6 +167,8 @@ def _settings(**updates: object) -> Settings:
"offsite_smtp_username": "15273589815@163.com",
"offsite_smtp_password": "test-auth-code",
"offsite_smtp_sender": "15273589815@163.com",
"offsite_smtp_enabled": False,
"offsite_smtp_dry_run": True,
}
values.update(updates)
return Settings(**values)
tests/unit/service/test_promotion_material.py
+1 -1
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@@ -18,7 +18,7 @@ def _valid_inputs() -> dict[str, object]:
},
"manager_info": {
"manager_name": "张三",
"management_company": "奶龙基金管理有限公司",
"management_company": "南方基金管理有限公司",
"registration_code": "P10000001",
},
"team_info": {"team_description": "具备完整投研分工"},
tests/unit/service/test_suitability_service.py
+33 -19
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@@ -93,15 +93,20 @@ async def test_authority_risk_level_replaces_caller_supplied_level() -> None:
assert decision.risk_level_source == "fin_risk_assessment"
@pytest.mark.parametrize("forged", [{"customer_risk_level": 5}, {"professional_investor": True},
{"assessment_expires_at": "2099-01-01T00:00:00Z"}])
@pytest.mark.parametrize(
"forged",
[
{"customer_risk_level": 5},
{"professional_investor": True},
{"assessment_expires_at": "2099-01-01T00:00:00Z"},
],
)
def test_caller_cannot_declare_risk_facts(forged: dict[str, Any]) -> None:
with pytest.raises(ValidationError):
query(**forged)
async def test_insufficient_authority_level_is_denied() -> None:
"""低两个等级及以上仍必须拒绝（第十四条第 2、3 款，矩阵里的"❌ 禁止"）。"""
decision = await service_with_row(authority_row(investor_type="C1")).evaluate(
query(product_risk_level=3), context(), now=NOW
)
@@ -113,25 +118,36 @@ async def test_insufficient_authority_level_is_denied() -> None:
@pytest.mark.parametrize(
("investor_type", "product_level", "allowed", "reason_code"),
[
# 逐格抄自 knowledge/policy/个人投资者适当性管理指南.md 第十二条矩阵。
# 这张表的价值在于：任何一格被改动，都必须是有意为之并在此处说明理由。
("C1", 1, True, "SUITABLE"), ("C1", 2, True, "SUITABLE"),
("C1", 3, False, "RISK_LEVEL_MISMATCH"), ("C1", 4, False, "RISK_LEVEL_MISMATCH"),
("C1", 1, True, "SUITABLE"),
("C1", 2, True, "SUITABLE"),
("C1", 3, False, "RISK_LEVEL_MISMATCH"),
("C1", 4, False, "RISK_LEVEL_MISMATCH"),
("C1", 5, False, "RISK_LEVEL_MISMATCH"),
("C2", 1, True, "SUITABLE"), ("C2", 2, True, "SUITABLE"), ("C2", 3, True, "SUITABLE"),
("C2", 4, False, "RISK_LEVEL_MISMATCH"), ("C2", 5, False, "RISK_LEVEL_MISMATCH"),
("C3", 1, True, "SUITABLE"), ("C3", 2, True, "SUITABLE"), ("C3", 3, True, "SUITABLE"),
("C3", 4, True, "SUITABLE_WITH_DISCLOSURE"), ("C3", 5, False, "RISK_LEVEL_MISMATCH"),
("C4", 1, True, "SUITABLE"), ("C4", 2, True, "SUITABLE"), ("C4", 3, True, "SUITABLE"),
("C4", 4, True, "SUITABLE"), ("C4", 5, True, "SUITABLE_WITH_DISCLOSURE"),
("C5", 1, True, "SUITABLE"), ("C5", 2, True, "SUITABLE"), ("C5", 3, True, "SUITABLE"),
("C5", 4, True, "SUITABLE"), ("C5", 5, True, "SUITABLE"),
("C2", 1, True, "SUITABLE"),
("C2", 2, True, "SUITABLE"),
("C2", 3, True, "SUITABLE"),
("C2", 4, False, "RISK_LEVEL_MISMATCH"),
("C2", 5, False, "RISK_LEVEL_MISMATCH"),
("C3", 1, True, "SUITABLE"),
("C3", 2, True, "SUITABLE"),
("C3", 3, True, "SUITABLE"),
("C3", 4, True, "SUITABLE_WITH_DISCLOSURE"),
("C3", 5, False, "RISK_LEVEL_MISMATCH"),
("C4", 1, True, "SUITABLE"),
("C4", 2, True, "SUITABLE"),
("C4", 3, True, "SUITABLE"),
("C4", 4, True, "SUITABLE"),
("C4", 5, True, "SUITABLE_WITH_DISCLOSURE"),
("C5", 1, True, "SUITABLE"),
("C5", 2, True, "SUITABLE"),
("C5", 3, True, "SUITABLE"),
("C5", 4, True, "SUITABLE"),
("C5", 5, True, "SUITABLE"),
],
)
async def test_full_matrix_matches_policy_document(
investor_type: str, product_level: int, allowed: bool, reason_code: str
) -> None:
"""客服回答必须与知识库里的矩阵一致 —— 这是同一个 Agent 的两条出口。"""
decision = await service_with_row(authority_row(investor_type=investor_type)).evaluate(
query(product_risk_level=product_level), context(), now=NOW
)
@@ -140,7 +156,6 @@ async def test_full_matrix_matches_policy_document(
async def test_disclosure_tier_always_requires_disclosure_and_recording() -> None:
"""C3→R4、C4→R5 是第十五条豁免档：可买，但必须揭示、确认、录音。"""
for investor_type, product_level in (("C3", 4), ("C4", 5)):
decision = await service_with_row(authority_row(investor_type=investor_type)).evaluate(
query(product_risk_level=product_level), context(), now=NOW
@@ -269,10 +284,9 @@ async def test_tool_handler_uses_same_service(
monkeypatch: pytest.MonkeyPatch,
) -> None:
added: list[Any] = []
sink = added
monkeypatch.setattr(
"app.service.suitability_service.SessionFactory",
lambda: FakeSession(authority_row(investor_type="C1"), sink),
lambda: FakeSession(authority_row(investor_type="C1"), added),
)
result = await suitability_tool_handler(query(product_risk_level=5), context())
assert result["allowed"] is False