张胜宇
e239eb778b
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。
472 lines
18 KiB
Python
472 lines
18 KiB
Python
from __future__ import annotations
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import asyncio
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import io
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import shutil
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from collections.abc import AsyncIterator
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from pathlib import Path
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from uuid import uuid4
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import pytest
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from fastapi.testclient import TestClient
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from PIL import Image
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from sqlalchemy import delete, text
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.api.dependencies.auth import build_request_context
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from app.api.dependencies.database import get_session
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from app.core.contracts import RequestContext
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from app.infrastructure.db import SessionFactory
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from app.main import app
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from app.model.audit import InteractionAudit
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from app.model.promotion_material import (
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PromotionAttachment,
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PromotionComplianceCheck,
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PromotionDeliveryRecord,
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PromotionInputSnapshot,
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PromotionMaterialTask,
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PromotionMaterialVersion,
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PromotionReviewRecord,
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)
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from app.service.promotion_material_service import PromotionMaterialService
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CURRENT_CONTEXT = RequestContext(
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user_id="1",
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trace_id="promotion-integration",
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roles=("operator",),
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permissions=(
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"promotion:read",
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"promotion:write",
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"promotion:review",
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"promotion:deliver",
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),
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data_scope="all",
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)
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async def override_context() -> RequestContext:
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return CURRENT_CONTEXT
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async def override_session() -> AsyncIterator[AsyncSession]:
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async with SessionFactory() as session:
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yield session
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@pytest.mark.integration
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def test_promotion_material_http_workflow_and_advisor_scope(tmp_path: Path) -> None:
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global CURRENT_CONTEXT
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trace_id = f"trace-promotion-{uuid4()}"
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CURRENT_CONTEXT = RequestContext(
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user_id="1",
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trace_id=trace_id,
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roles=("operator",),
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permissions=(
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"promotion:read",
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"promotion:write",
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"promotion:review",
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"promotion:deliver",
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),
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data_scope="all",
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)
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app.dependency_overrides[build_request_context] = override_context
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app.dependency_overrides[get_session] = override_session
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task_no = ""
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idempotency_keys: list[str] = []
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try:
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with TestClient(app) as client:
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create_key = _key("create")
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idempotency_keys.append(create_key)
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created = client.post(
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"/api/v1/fund-promotion-materials",
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headers={"Idempotency-Key": create_key},
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json={
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"product_name": "南方稳健配置测试基金",
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"product_code": "PROMO-001",
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"material_title": "南方稳健配置测试基金产品推介材料",
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"style_code": "balanced_allocation",
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"output_formats": ["pptx", "poster"],
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},
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)
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assert created.status_code == 200
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assert created.json()["code"] == 0
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task_no = created.json()["data"]["task_no"]
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replayed = client.post(
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"/api/v1/fund-promotion-materials",
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headers={"Idempotency-Key": create_key},
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json={
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"product_name": "南方稳健配置测试基金",
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"product_code": "PROMO-001",
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"material_title": "南方稳健配置测试基金产品推介材料",
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"style_code": "balanced_allocation",
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"output_formats": ["pptx", "poster"],
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},
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)
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assert replayed.status_code == 200
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assert replayed.json()["data"] == created.json()["data"]
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input_key = _key("inputs")
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idempotency_keys.append(input_key)
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updated = client.put(
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f"/api/v1/fund-promotion-materials/{task_no}/inputs",
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headers={"Idempotency-Key": input_key},
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json=_inputs_payload(),
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)
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assert updated.status_code == 200
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assert updated.json()["data"]["status"] == "input_ready"
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photo_key = _key("photo")
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idempotency_keys.append(photo_key)
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photo = client.post(
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f"/api/v1/fund-promotion-materials/{task_no}/attachments",
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params={"attachment_type": "manager_photo"},
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headers={"Idempotency-Key": photo_key},
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files={
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"file": (
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"manager-photo.jpg",
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_manager_photo_bytes(),
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# 模拟部分 Windows 浏览器/代理上传图片时给出的通用媒体类型。
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"application/octet-stream",
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)
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},
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)
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assert photo.status_code == 200
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assert photo.json()["data"]["attachment_type"] == "manager_photo"
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performance_key = _key("performance")
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idempotency_keys.append(performance_key)
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performance = client.post(
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f"/api/v1/fund-promotion-materials/{task_no}/attachments",
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params={"attachment_type": "performance_data"},
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headers={"Idempotency-Key": performance_key},
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files={
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"file": (
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"performance.csv",
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_performance_csv_bytes(),
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"text/csv",
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)
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},
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)
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assert performance.status_code == 200
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assert performance.json()["data"]["attachment_type"] == "performance_data"
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assert performance.json()["data"]["performance_summary"] == {
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"initial_date": "2025-01-31",
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"as_of_date": "2025-08-31",
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"history_months": 7,
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"product_return": "7.1%",
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"max_drawdown": "0%",
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}
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generation_key = _key("generation")
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idempotency_keys.append(generation_key)
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generated = client.post(
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f"/api/v1/fund-promotion-materials/{task_no}/generations",
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headers={"Idempotency-Key": generation_key},
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json={"output_formats": ["pptx", "poster"]},
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)
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assert generated.status_code == 200
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generated_data = generated.json()["data"]
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assert generated_data["status"] == "pending_review"
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version_id = int(generated_data["material_version_id"])
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assert Path(generated_data["pptx_path"]).is_file()
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assert Path(generated_data["poster_path"]).is_file()
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assert len(generated_data["chart_paths"]) == 1
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assert Path(generated_data["chart_paths"][0]).is_file()
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checks = client.get(
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f"/api/v1/fund-promotion-materials/{task_no}/compliance-checks"
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)
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assert checks.status_code == 200
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assert any(
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item["rule_code"] == "overall.pass"
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for item in checks.json()["data"]["findings"]
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)
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before_review = client.get(
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f"/api/v1/fund-promotion-materials/{task_no}"
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)
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assert before_review.status_code == 200
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assert before_review.json()["data"]["material_version"] is None
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review_key = _key("review")
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idempotency_keys.append(review_key)
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reviewed = client.post(
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f"/api/v1/fund-promotion-materials/{task_no}/reviews",
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headers={"Idempotency-Key": review_key},
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json={
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"material_version_id": version_id,
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"decision": "approved",
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"comment": "集成测试审核通过",
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},
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)
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assert reviewed.status_code == 200
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assert reviewed.json()["data"]["status"] == "approved"
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after_review = client.get(
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f"/api/v1/fund-promotion-materials/{task_no}"
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)
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assert after_review.status_code == 200
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assert after_review.json()["data"]["material_version"]["id"] == version_id
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assert after_review.json()["data"]["material_version"]["status"] == "approved"
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delivery_key = _key("delivery")
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idempotency_keys.append(delivery_key)
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delivered = client.post(
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f"/api/v1/fund-promotion-materials/{task_no}/deliveries",
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headers={"Idempotency-Key": delivery_key},
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json={
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"material_version_id": version_id,
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"advisor_ids": [42],
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"delivery_channel": "internal_record",
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},
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)
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assert delivered.status_code == 200
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assert delivered.json()["data"]["status"] == "sent"
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CURRENT_CONTEXT = RequestContext(
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user_id="42",
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trace_id=trace_id,
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roles=("advisor",),
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permissions=("promotion:read",),
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data_scope="self",
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)
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advisor_view = client.get(
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f"/api/v1/fund-promotion-materials/{task_no}"
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)
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assert advisor_view.status_code == 200
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assert advisor_view.json()["data"]["material_version"]["status"] == "sent"
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CURRENT_CONTEXT = RequestContext(
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user_id="43",
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trace_id=trace_id,
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roles=("advisor",),
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permissions=("promotion:read",),
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data_scope="self",
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)
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other_advisor_view = client.get(
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f"/api/v1/fund-promotion-materials/{task_no}"
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)
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assert other_advisor_view.status_code == 404
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# `docs/05-接口文档.md` §3.6 未定义通用 404 码，非会话资源按同一"资源隐藏"
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# 语义复用 SESSION_NOT_FOUND（见 app/core/errors.py 的说明）。
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assert other_advisor_view.json()["error"]["code"] == "SESSION_NOT_FOUND"
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finally:
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asyncio.run(_cleanup_promotion_task(task_no, trace_id, idempotency_keys))
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storage_root = Path(PromotionMaterialService().storage_root)
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if task_no:
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shutil.rmtree(storage_root / task_no, ignore_errors=True)
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app.dependency_overrides.clear()
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CURRENT_CONTEXT = RequestContext(
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user_id="1",
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trace_id="promotion-integration",
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roles=("operator",),
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permissions=(
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"promotion:read",
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"promotion:write",
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"promotion:review",
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"promotion:deliver",
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),
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data_scope="all",
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)
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@pytest.mark.integration
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def test_promotion_material_http_rejects_missing_key_and_permission() -> None:
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global CURRENT_CONTEXT
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app.dependency_overrides[build_request_context] = override_context
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app.dependency_overrides[get_session] = override_session
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try:
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with TestClient(app) as client:
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CURRENT_CONTEXT = RequestContext(
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user_id="1",
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trace_id=f"trace-promotion-validation-{uuid4()}",
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roles=("operator",),
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permissions=("promotion:write",),
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data_scope="all",
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)
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missing_key = client.post(
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"/api/v1/fund-promotion-materials",
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json={
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"product_name": "缺少幂等键测试",
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"material_title": "缺少幂等键测试材料",
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},
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)
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# 缺少必填幂等键属于请求校验失败：文档 §3.5/§3.6 规定 422 + AGENT_INPUT_INVALID，
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# 且必须走统一错误信封。该 Header 在 Controller 上声明为可选、由 Service 校验，
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# 因此走业务异常信封（field_errors 为空，原因在 message 里）；
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# FastAPI 原生校验错误的信封由 tests/unit/api/test_request_validation_envelope.py 覆盖。
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assert missing_key.status_code == 422
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assert missing_key.json()["error"]["code"] == "AGENT_INPUT_INVALID"
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CURRENT_CONTEXT = RequestContext(
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user_id="1",
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trace_id=f"trace-promotion-forbidden-{uuid4()}",
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roles=("operator",),
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permissions=(),
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data_scope="all",
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)
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forbidden = client.post(
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"/api/v1/fund-promotion-materials",
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headers={"Idempotency-Key": _key("forbidden")},
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json={
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"product_name": "无权限测试",
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"material_title": "无权限测试材料",
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},
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)
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assert forbidden.status_code == 403
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# 文档 §3.6 的权威码是 AGENT_PERMISSION_DENIED（旧用例沿用未定义的 FORBIDDEN）。
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assert forbidden.json()["error"]["code"] == "AGENT_PERMISSION_DENIED"
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finally:
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app.dependency_overrides.clear()
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CURRENT_CONTEXT = RequestContext(
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user_id="1",
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trace_id="promotion-integration",
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roles=("operator",),
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permissions=(
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"promotion:read",
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"promotion:write",
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"promotion:review",
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"promotion:deliver",
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),
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data_scope="all",
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)
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def _inputs_payload() -> dict[str, object]:
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return {
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"product_info": {
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"fund_type": "混合型",
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"operation_mode": "开放式",
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"product_status": "new_product",
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"investment_objective": "通过股债灵活配置实现长期资产配置目标",
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"benchmark": "中证全债指数收益率×60%+沪深300指数收益率×40%",
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"risk_level": "R3",
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},
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"manager_info": {
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"manager_name": "张三",
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"management_company": "南方基金管理有限公司",
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"registration_code": "P10000001",
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"employment_years": "10年",
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"investment_management_experience": "8年公募基金投资管理经验",
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"profile": "负责资产配置和组合管理。",
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},
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"team_info": {
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"team_description": "具备完整的投资、研究和风险管理分工。",
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"research_capability": "覆盖宏观、行业和信用研究。",
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},
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"strategy_info": {
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"investment_scope": "股票、债券、货币市场工具及法律法规允许的其他资产。",
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"strategy": "通过大类资产配置和基本面研究动态调整组合。",
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"restrictions": "遵守法律法规、基金合同及监管限制。",
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"index_tool_attribute": "用于长期资产配置和组合风险管理。",
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},
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"fee_structure": {
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"subscription_fee": "1.0%",
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"purchase_fee": "1.0%",
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"redemption_fee": "0.5%",
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"sales_service_fee": "0.2%",
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"management_fee": "1.0%",
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"custody_fee": "0.2%",
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"client_maintenance_fee": "不适用",
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},
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"performance_info": {
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"as_of_date": "2026-08-31",
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"history_months": 12,
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"product_return": "8.6%",
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"max_drawdown": "-5.2%",
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"volatility": "10.1%",
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"sharpe_ratio": "0.82",
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"show_product_performance": True,
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"show_manager_performance": True,
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"ranking": {
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"enabled": False,
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"institution_name": None,
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"evaluation_period_years": None,
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"ranking_text": None,
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"public_source": None,
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},
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},
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"risk_disclosure": {
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"special_risks": ["市场风险", "流动性风险"],
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"additional_notes": "本材料仅供专业投顾内部研究使用。",
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},
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"source_notes": {"source": "promotion-integration-test"},
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}
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def _manager_photo_bytes() -> bytes:
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image = Image.new("RGB", (640, 800), (24, 65, 110))
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output = io.BytesIO()
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image.save(output, format="JPEG", quality=90)
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return output.getvalue()
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def _performance_csv_bytes() -> bytes:
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return (
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"日期,产品收益率,业绩比较基准收益率,基金经理代表产品收益率\n"
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"2025-01-31,1.0%,0.6%,0.8%\n"
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"2025-02-28,2.5%,1.4%,2.0%\n"
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"2025-03-31,3.2%,2.0%,2.7%\n"
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"2025-04-30,4.1%,2.8%,3.5%\n"
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"2025-05-31,5.0%,3.6%,4.2%\n"
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"2025-06-30,5.8%,4.2%,5.1%\n"
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"2025-07-31,6.4%,4.9%,5.9%\n"
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"2025-08-31,7.1%,5.5%,6.6%\n"
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).encode("utf-8-sig")
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def _key(prefix: str) -> str:
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return f"promotion-it-{prefix}-{uuid4().hex}"
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async def _cleanup_promotion_task(
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task_no: str, trace_id: str, idempotency_keys: list[str]
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) -> None:
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async with SessionFactory() as session, session.begin():
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if trace_id:
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await session.execute(
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delete(InteractionAudit).where(
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InteractionAudit.detail["trace_id"].as_string() == trace_id
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)
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)
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if task_no:
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await session.execute(
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delete(PromotionComplianceCheck).where(
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PromotionComplianceCheck.task_no == task_no
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)
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)
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await session.execute(
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delete(PromotionReviewRecord).where(
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PromotionReviewRecord.task_no == task_no
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)
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)
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await session.execute(
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delete(PromotionDeliveryRecord).where(
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PromotionDeliveryRecord.task_no == task_no
|
||
)
|
||
)
|
||
await session.execute(
|
||
delete(PromotionMaterialVersion).where(
|
||
PromotionMaterialVersion.task_no == task_no
|
||
)
|
||
)
|
||
await session.execute(
|
||
delete(PromotionAttachment).where(PromotionAttachment.task_no == task_no)
|
||
)
|
||
await session.execute(
|
||
delete(PromotionInputSnapshot).where(
|
||
PromotionInputSnapshot.task_no == task_no
|
||
)
|
||
)
|
||
await session.execute(
|
||
delete(PromotionMaterialTask).where(PromotionMaterialTask.task_no == task_no)
|
||
)
|
||
if idempotency_keys:
|
||
await session.execute(
|
||
text(
|
||
"DELETE FROM api_request_receipt "
|
||
"WHERE idempotency_key IN :keys"
|
||
).bindparams(keys=tuple(idempotency_keys))
|
||
)
|