Windows
74b7d00dff
交付落点
- 新增 GET /api/v1/users/me/advisor-contents（客户读**自己**已发布方案）：
「发送给客户」原先只改数据状态、客户端没有任何页面或接口能读到它
- 客户端新增「我的投顾方案」页与导航入口
可视化（投顾结果区与客户页**共用** common/advisor-plan-view.js，避免两处漂移）
- 净值折线图（带坐标轴与网格）、组合业绩等权合成曲线（含区间收益与最大回撤）、
资产配置环形图与图例、组合构成条
- 修 num(null)=0 的假 0：Number(null)/Number('') 会得 0，导致「没数据」被渲染成 0.00%；
现一律显示「--」。同理管理费/起投未维护时按没数据处理，不显示 0
- 涨跌口径为「涨红跌绿」（A 股习惯），由 CSS 变量 --plan-up / --plan-down 集中定义
推荐依据接入大模型（可选，失败即回退）
- 新增 AdvisorReasonService：**只改文案，不参与选品**（候选池与排序在它之前已固定）
- 输入只允许是已算出的真实参数（风险等级、排序得分、区间收益、最大回撤、期限与流动性）
- 命中收益承诺词（保本/保证收益/稳赚/无风险…）整条丢弃并回退规则文案
- 未启用 / 缺密钥 / 超时 / 解析失败一律回退，推荐主流程不因模型不可用而失败
- 前端标注来源（AI 生成 / 规则生成）
数据与权限
- 客户角色补齐：绑 customer 角色、补建缺失的账户与交易段权限码（9060-9065）
- 净值全量同步（20 只产品），行情同步脚本按 --codes 分块（全量一次会被超时终止）
测试
- 新增 tests/unit/service/test_advisor_reason_service.py（10 项，专测三条合规边界）
- 前端模块自检纳入 service-request-module；补「两处共用同一渲染」回归测试
502 lines
21 KiB
Python
502 lines
21 KiB
Python
from __future__ import annotations
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import re
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import subprocess
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import sys
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from pathlib import Path
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import httpx
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import pytest
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from app.main import create_app
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ROOT = Path(__file__).resolve().parents[3]
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PORTAL = ROOT / "app" / "static" / "portal"
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@pytest.mark.asyncio
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async def test_portal_root_redirects_to_public_home() -> None:
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transport = httpx.ASGITransport(app=create_app())
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async with httpx.AsyncClient(
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transport=transport, base_url="http://test", follow_redirects=False
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) as client:
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response = await client.get("/")
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assert response.status_code in {302, 307}
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assert response.headers["location"] == "/portal/guest/home/"
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@pytest.mark.asyncio
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@pytest.mark.parametrize(
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"path",
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[
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"/portal/guest/home/",
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"/portal/guest/products/",
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"/portal/guest/product-detail/?code=510300",
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"/portal/customer/login/",
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"/portal/customer/dashboard/",
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"/portal/customer/holdings/",
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"/portal/customer/profit-loss/",
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"/portal/customer/orders/",
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"/portal/customer/transactions/",
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"/portal/customer/cash-ledger/",
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"/portal/customer/advisor-plans/",
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"/portal/customer/risk-questionnaire/",
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"/portal/employee-console/login/",
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"/portal/employee-console/workspace/",
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"/portal/employee-risk/dashboard/",
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],
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)
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async def test_public_portal_pages_are_served(path: str) -> None:
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transport = httpx.ASGITransport(app=create_app())
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async with httpx.AsyncClient(transport=transport, base_url="http://test") as client:
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response = await client.get(path)
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assert response.status_code == 200
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assert 'lang="zh-CN"' in response.text
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assert '<meta charset="UTF-8">' in response.text
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def test_every_portal_page_has_local_js_and_css_entry() -> None:
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pages = list(PORTAL.glob("*/*/index.html"))
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assert pages
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for page in pages:
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page_name = page.parent.name
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assert (page.parent / f"{page_name}.js").is_file(), page
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assert (page.parent / f"{page_name}.css").is_file(), page
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def test_business_pages_do_not_call_fetch_directly() -> None:
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direct_fetch_files = [
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path.relative_to(PORTAL).as_posix()
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for path in PORTAL.rglob("*.js")
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if "fetch(" in path.read_text(encoding="utf-8")
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]
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assert direct_fetch_files == ["common/api-client.js"]
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def test_nl2sql_page_separates_query_values_and_generated_sql() -> None:
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html = (PORTAL / "employee-operations" / "nl2sql" / "index.html").read_text(
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encoding="utf-8"
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)
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source = (PORTAL / "employee-operations" / "nl2sql" / "nl2sql.js").read_text(
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encoding="utf-8"
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)
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assert 'data-view="general"' in html
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assert "最终查询结果" in source
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assert "AI 生成的 SQL" in source
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assert "run?.result?.sql" in source
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assert "data?.rows" in source
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assert "运行编号" not in source
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assert "错误码" not in source
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def test_promotion_page_uses_resizable_uniform_fields_and_cache_busting() -> None:
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html = (PORTAL / "employee-operations" / "promotion" / "index.html").read_text(
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encoding="utf-8"
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)
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css = (PORTAL / "employee-operations" / "promotion" / "promotion.css").read_text(
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encoding="utf-8"
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)
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source = (
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PORTAL / "employee-operations" / "promotion" / "promotion.js"
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).read_text(encoding="utf-8")
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assert "promotion-page" in html
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assert "promotion-attachments-grid" in html
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assert "promotion.css?v=20260914-layout2" in html
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assert "promotion.js?v=20260914-layout2" in html
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assert "height: 72px" in css
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assert "resize: vertical" in css
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assert "justify-content: center" in css
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assert "autosizeTextarea" not in source
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assert "function validateFormats(formats)" in source
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assert "最多选择两种输出格式" in source
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assert "validateFormats(selectedFormats())" in source
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api_source = (PORTAL / "common" / "api-client.js").read_text(encoding="utf-8")
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assert (
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"PROMOTION_GENERATE: { method: 'POST', "
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"path: '/api/v1/fund-promotion-materials/{taskNo}/generations', "
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"idempotent: true, timeout: 120000 }"
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) in api_source
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def test_nl2sql_page_has_aligned_workspace_spacing_and_cache_busting() -> None:
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html = (PORTAL / "employee-operations" / "nl2sql" / "index.html").read_text(
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encoding="utf-8"
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)
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css = (PORTAL / "employee-operations" / "nl2sql" / "nl2sql.css").read_text(
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encoding="utf-8"
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)
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assert "nl2sql-page" in html
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assert "nl2sql.css?v=20260914-layout3" in html
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assert "nl2sql.js?v=20260914-layout3" in html
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assert "padding: 28px 32px 32px" in css
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assert "gap: 32px" in css
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assert "resize: vertical" in css
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assert "padding: 20px" in css
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assert "border-radius: var(--radius-md)" in css
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def test_api_client_registers_all_trading_endpoint_ids() -> None:
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source = (PORTAL / "common" / "api-client.js").read_text(encoding="utf-8")
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for endpoint_id in ("T001", "T002", "T003", "T004", "T005", "T006", "T007", "T008", "T009"):
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assert f"{endpoint_id}:" in source
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def test_product_detail_preserves_customer_session_for_trade_entry() -> None:
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html = (PORTAL / "guest" / "product-detail" / "index.html").read_text(encoding="utf-8")
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source = (PORTAL / "guest" / "product-detail" / "product-detail.js").read_text(
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encoding="utf-8"
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)
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dashboard = (PORTAL / "customer" / "dashboard" / "dashboard.js").read_text(
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encoding="utf-8"
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)
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assert 'data-trade-action' in html
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assert "getAuthContext" in source
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assert "textContent = '进入交易'" in source
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assert "action=trade" in source
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assert "productInput.value = productCode" in dashboard
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def test_api_client_registers_onboarding_risk_and_admin_endpoints() -> None:
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source = (PORTAL / "common" / "api-client.js").read_text(encoding="utf-8")
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for endpoint_id in (
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"ONB001", "ONB002", "RK001", "RK002", "RK003", "RK004", "RK005",
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"RK006", "RK007", "RK008", "RK009", "RK010", "RK011", "RK012",
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"RK013", "RK014", "RK015", "A002", "A003", "A004", "A005", "A006",
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"A012", "A033", "A035", "A036", "A037", "A038", "A039", "A040",
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):
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assert f"{endpoint_id}:" in source
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def test_advisor_workspace_registers_documented_operation_endpoints() -> None:
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source = (PORTAL / "common" / "api-client.js").read_text(encoding="utf-8")
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dashboard = (PORTAL / "employee-advisor" / "dashboard" / "index.html").read_text(
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encoding="utf-8"
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)
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for endpoint_id in (
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"ADVISOR_PUBLISHED", "ADVISOR_HISTORY", "ADVISOR_GOAL", "ADVISOR_ANALYSIS",
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"ADVISOR_ALLOCATION", "ADVISOR_RECOMMEND", "ADVISOR_CREATE_GOAL",
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"ADVISOR_REVIEW_RECOMMENDATION", "ADVISOR_PUBLISH_RECOMMENDATION",
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"ADVISOR_DELETE_RECOMMENDATION",
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):
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assert f"{endpoint_id}:" in source
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for label in ("组合分析", "资产配置", "生成推荐方案", "录入客户目标", "历史方案记录"):
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assert label in dashboard
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def test_advisor_plan_view_is_shared_by_both_surfaces() -> None:
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"""推荐方案的可视化渲染必须**只有一份**，投顾工作台与客户页共用。
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两处都是同一份 `advisor_recommendation_plan`，各写一套必然漂移
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（改了一边忘了另一边）。这条测试同时守住「共享模块存在」与「两处都在用它」。
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"""
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view = (PORTAL / "common" / "advisor-plan-view.js").read_text(encoding="utf-8")
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assert "export function renderPlanProducts" in view
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assert "export async function hydratePlanView" in view
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assert "P002" in view
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for page in (
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"employee-advisor/dashboard/actions-module.js",
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"customer/advisor-plans/advisor-plans.js",
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):
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source = (PORTAL / page).read_text(encoding="utf-8")
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assert "advisor-plan-view.js" in source, page
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def test_advisor_history_module_exposes_plan_actions() -> None:
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"""历史方案记录里，推荐方案卡片要带审核/驳回/发送/删除四个操作。
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四个动作对应三个端点（审核与驳回共用一个 reviews 端点，用 `decision` 区分）。
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少了 `ADVISOR_DELETE_RECOMMENDATION` 就只剩"能看不能删"。
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"""
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source = (
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PORTAL / "employee-advisor" / "dashboard" / "history-module.js"
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).read_text(encoding="utf-8")
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for label in ("审核通过", "驳回", "发送给客户", "删除"):
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assert label in source
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for endpoint in (
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"ADVISOR_REVIEW_RECOMMENDATION",
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"ADVISOR_PUBLISH_RECOMMENDATION",
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"ADVISOR_DELETE_RECOMMENDATION",
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):
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assert endpoint in source
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def test_advisor_dashboard_is_composed_from_feature_modules() -> None:
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source = (PORTAL / "employee-advisor" / "dashboard" / "dashboard.js").read_text(
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encoding="utf-8"
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)
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assert "./actions-module.js" in source
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assert "./history-module.js" in source
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config = (PORTAL / "employee-advisor" / "dashboard" / "advisor-config.js").read_text(
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encoding="utf-8"
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)
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assert "ACTION_LABELS" in config
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def test_no_portal_page_includes_the_same_script_twice() -> None:
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"""同一个入口 JS 被引两次（哪怕 `?v=` 不同）会让页面出现两份顶部导航。
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浏览器按**完整 URL** 去重：`x.js?v=A` 与 `x.js?v=B` 是两个模块、**各执行一次**。
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入口里的 `mountShell()` 于是跑两遍，插入两份 header / footer ——
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2026-09-14 `employee-console/workspace/index.html` 就这么写过：合并时
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两个分支各自把同一行的版本号换成新的，两边都被保留，成了一条重复的 `<script>`。
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"""
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pattern = re.compile(r"<script[^>]*\ssrc=[\"']([^\"']+)[\"']", re.IGNORECASE)
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duplicated: list[str] = []
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for page in sorted(PORTAL.rglob("*.html")):
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# 只比 `<script>`；站内绝对路径去掉 query 再归并
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sources = [
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url.split("?", 1)[0] if url.startswith("/") else url
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for url in pattern.findall(page.read_text(encoding="utf-8"))
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]
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repeated = sorted({src for src in sources if sources.count(src) > 1})
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if repeated:
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duplicated.append(f"{page.relative_to(PORTAL)}: {repeated}")
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assert not duplicated, f"同一入口脚本被引入多次：{duplicated}"
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def test_mount_shell_is_idempotent() -> None:
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"""`mountShell` 要自带「已经挂过就不再挂」的保护。
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上一条测试守住 HTML，这一条守住代码 —— 两侧都挡一道，
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因为这个 bug 的症状很难反推原因（页面看起来只是"多了一块"），
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而以后加缓存版本号时很容易再犯。
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"""
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source = (PORTAL / "common" / "layout" / "app-shell.js").read_text(encoding="utf-8")
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assert "if (document.querySelector('.site-header')) return;" in source
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def test_portal_feature_modules_have_consistent_imports() -> None:
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"""拆分前端模块时最容易漏 import：定义搬走了，使用处却留在原文件。
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这类问题**上面那些字符串断言全都看不见** —— 只会在浏览器里以
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`ReferenceError: XXX is not defined` 爆出来，表现为"投顾工作台打开是白板"，
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而 Python 测试一片绿。2026-09-13 合并进来的提交就真的发生了：
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`dashboard.js` 还在用已经搬进 `advisor-config.js` 的 `CONTENT_TYPE_LABELS`。
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检查逻辑在 `tools/check_portal_modules.py`（语法 + import 可解析 + 常量有来源），
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这里只是把它接进测试，保证以后每次跑测试都会执行到。
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"""
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result = subprocess.run(
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[sys.executable, str(ROOT / "tools" / "check_portal_modules.py")],
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capture_output=True,
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text=True,
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check=False,
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)
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assert result.returncode == 0, f"{result.stdout}\n{result.stderr}"
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def test_risk_scan_endpoint_uses_extended_timeout() -> None:
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source = (PORTAL / "common" / "api-client.js").read_text(encoding="utf-8")
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assert (
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"RK006: { method: 'POST', path: '/api/v1/risk/alerts/scan', "
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"idempotent: true, timeout: 60000 }" in source
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)
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assert "options.timeout || endpoint.timeout || 8000" in source
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def test_customer_questionnaire_uses_server_contract() -> None:
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source = (PORTAL / "customer" / "risk-questionnaire" / "risk-questionnaire.js").read_text(
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encoding="utf-8"
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)
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assert "ONB001" in source
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assert "ONB002" in source
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assert "declaration_accepted: true" in source
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assert "total_score" not in source
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def test_questionnaire_is_customer_only_and_auth_context_matches_token() -> None:
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auth = (PORTAL / "common" / "auth.js").read_text(encoding="utf-8")
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login = (PORTAL / "common" / "login-controller.js").read_text(encoding="utf-8")
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questionnaire = (
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PORTAL / "customer" / "risk-questionnaire" / "risk-questionnaire.js"
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).read_text(encoding="utf-8")
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assert "export function requireCustomerOnly()" in auth
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assert "IDENTITY_COOKIE = 'portal_auth_user'" in auth
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assert "readCookie(IDENTITY_COOKIE) === String(context.userId)" in auth
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assert "requireCustomerOnly()" in questionnaire
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assert "? ['customer']" in login
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def test_portal_auth_supports_cross_tab_logout_and_account_switching() -> None:
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auth = (PORTAL / "common" / "auth.js").read_text(encoding="utf-8")
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shell = (PORTAL / "common" / "layout" / "app-shell.js").read_text(
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encoding="utf-8"
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)
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login = (PORTAL / "common" / "login-controller.js").read_text(
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encoding="utf-8"
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)
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assert "new BroadcastChannel(AUTH_CHANNEL_NAME)" in auth
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assert "CONTEXT_COOKIE = 'portal_auth_context'" in auth
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assert "readSessionContext() || readSharedContext()" in auth
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assert "signed-in" in auth
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assert "signed-out" in auth
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assert "account-switched" in auth
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assert "postMessage({ type })" in auth
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assert "type === 'signed-in'" in auth
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assert "hasMatchingIdentity(readCookie('auth_token'), context)" in auth
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broadcast_line = next(line for line in auth.splitlines() if "postMessage" in line)
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assert "access_token" not in broadcast_line
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assert "data-switch-account" in shell
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assert "data-logout" in shell
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assert "切换账号" in shell
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assert "退出登录" in shell
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assert "REASON_MESSAGES" in login
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def test_risk_workspace_covers_documented_modules() -> None:
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html = (PORTAL / "employee-risk" / "dashboard" / "index.html").read_text(encoding="utf-8")
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source = (PORTAL / "employee-risk" / "dashboard" / "dashboard.js").read_text(encoding="utf-8")
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permissions = (PORTAL / "common" / "permission-codes.js").read_text(encoding="utf-8")
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for label in ("预警队列", "证据查询", "通知记录", "风控助手", "风险日报"):
|
|
assert label in html
|
|
combined = html + source + permissions
|
|
for permission in (
|
|
"risk:alert:read",
|
|
"risk:alert:write",
|
|
"risk:alert:scan",
|
|
"risk:report:mail",
|
|
):
|
|
assert permission in combined
|
|
|
|
|
|
def test_risk_workspace_has_context_sessions_system_tips_and_expandable_evidence() -> None:
|
|
html = (PORTAL / "employee-risk" / "dashboard" / "index.html").read_text(encoding="utf-8")
|
|
source = (PORTAL / "employee-risk" / "dashboard" / "dashboard.js").read_text(encoding="utf-8")
|
|
assert "data-chat-context" in html
|
|
assert "data-clear-chat-context" in html
|
|
assert "data-alert-prompts" in html
|
|
assert "data-system-tips" in html
|
|
assert "data-system-tip-count" in html
|
|
assert "data-open-notification-records" in html
|
|
assert "站内提醒" in html
|
|
assert "data-policy-tips" in html
|
|
assert "data-report-preview" in html
|
|
assert "chatContextKey" in source
|
|
assert "session_id: sessionId" in source
|
|
assert "session_id: crypto.randomUUID()" not in source
|
|
assert "bindExpandableRows" in source
|
|
assert "bindAlertContext" in source
|
|
assert "isStationNotification" in source
|
|
assert "fetchStationNotifications" in source
|
|
assert "refreshSystemTipCount" in source
|
|
assert "actionDialog.close();" in source
|
|
assert "alertDialog.close();" in source
|
|
assert "reportDialog.close();" in source
|
|
assert "5000" in source
|
|
assert "证据归档" in source
|
|
assert "大模型生成" in source
|
|
|
|
|
|
def test_risk_evidence_filters_remove_time_inputs_and_use_business_labels() -> None:
|
|
html = (PORTAL / "employee-risk" / "dashboard" / "index.html").read_text(encoding="utf-8")
|
|
source = (PORTAL / "employee-risk" / "dashboard" / "dashboard.js").read_text(encoding="utf-8")
|
|
assert 'name="start_time"' not in html
|
|
assert 'name="end_time"' not in html
|
|
assert "data-behavior-filter" in html
|
|
assert "FIELD_LABELS" in source
|
|
assert "技术字段" in source
|
|
assert "data-table__expandable-row" in source
|
|
assert "row.addEventListener('click'" in source
|
|
assert "row.addEventListener('keydown'" in source
|
|
|
|
|
|
def test_risk_evidence_snapshot_uses_business_labels_and_nested_sections() -> None:
|
|
source = (PORTAL / "employee-risk" / "dashboard" / "dashboard.js").read_text(encoding="utf-8")
|
|
css = (PORTAL / "employee-risk" / "dashboard" / "dashboard.css").read_text(encoding="utf-8")
|
|
assert "SNAPSHOT_FIELD_LABELS" in source
|
|
assert "renderEvidenceSnapshot" in source
|
|
assert "renderBusinessSection" in source
|
|
assert "businessRecordMarkup" in source
|
|
assert "关联工单" in source
|
|
assert "renderMergedEvidence" in source
|
|
assert "renderEvidenceArchive" in source
|
|
assert "查看原始数据" in source
|
|
assert "evidence-snapshot__nested" in css
|
|
assert "evidence-snapshot__grid" in css
|
|
assert "business-record__grid" in css
|
|
|
|
|
|
def test_risk_alert_action_is_first_column() -> None:
|
|
source = (PORTAL / "employee-risk" / "dashboard" / "dashboard.js").read_text(encoding="utf-8")
|
|
assert "actionFirst" in source
|
|
assert "actionFirst: true" in source
|
|
|
|
|
|
def test_risk_tables_show_page_and_total_summary() -> None:
|
|
html = (PORTAL / "employee-risk" / "dashboard" / "index.html").read_text(encoding="utf-8")
|
|
source = (PORTAL / "employee-risk" / "dashboard" / "dashboard.js").read_text(encoding="utf-8")
|
|
for summary_id in ("alert", "evidence", "notification"):
|
|
assert f"data-{summary_id}-summary" in html
|
|
assert "page_size" in source
|
|
assert "totalPages" in source
|
|
assert "共 ${total} 条" in source
|
|
|
|
|
|
def test_risk_alert_queue_uses_ten_rows_per_page() -> None:
|
|
source = (
|
|
PORTAL / "employee-risk" / "dashboard" / "dashboard.js"
|
|
).read_text(encoding="utf-8")
|
|
assert "limit: 10" in source
|
|
assert "meta.page_size ?? 10" in source
|
|
|
|
|
|
def test_risk_alert_prompts_hide_until_alert_context_is_bound() -> None:
|
|
html = (PORTAL / "employee-risk" / "dashboard" / "index.html").read_text(encoding="utf-8")
|
|
css = (PORTAL / "employee-risk" / "dashboard" / "dashboard.css").read_text(encoding="utf-8")
|
|
source = (PORTAL / "employee-risk" / "dashboard" / "dashboard.js").read_text(encoding="utf-8")
|
|
assert 'data-alert-prompts hidden' in html
|
|
assert ".risk-prompts[hidden]" in css
|
|
assert "display: none !important" in css
|
|
assert "document.querySelector('[data-alert-prompts]').hidden = !alertNo" in source
|
|
|
|
|
|
def test_admin_workspace_is_not_an_identity_placeholder() -> None:
|
|
html = (PORTAL / "employee-console" / "workspace" / "index.html").read_text(encoding="utf-8")
|
|
assert "只展示服务端确认的身份边界" not in html
|
|
for label in ("角色与权限", "配置与模型", "审计记录", "转人工工单", "画像候选"):
|
|
assert label in html
|
|
|
|
|
|
def test_admin_workspace_rule_submit_closes_before_next_function() -> None:
|
|
source = (
|
|
PORTAL / "employee-console" / "workspace" / "workspace.js"
|
|
).read_text(encoding="utf-8")
|
|
assert (
|
|
" } finally { submit.disabled = false; }\n"
|
|
" }\n\n"
|
|
" async function loadDriftReviews() {"
|
|
) in source
|
|
|
|
|
|
def test_frontend_has_no_remote_scripts_or_token_local_storage() -> None:
|
|
sources = "\n".join(
|
|
path.read_text(encoding="utf-8")
|
|
for path in PORTAL.rglob("*")
|
|
if path.is_file() and path.suffix in {".html", ".js", ".css"}
|
|
)
|
|
assert '<script src="http' not in sources
|
|
assert "localStorage.setItem('token'" not in sources
|
|
assert "console.log" not in sources
|
|
|
|
|
|
def test_shared_state_view_has_distinct_authentication_and_permission_states() -> None:
|
|
source = (PORTAL / "common" / "state-view.js").read_text(encoding="utf-8")
|
|
assert "ERR_CODES.AUTHENTICATION_REQUIRED" in source
|
|
assert "ERR_CODES.AGENT_PERMISSION_DENIED" in source
|
|
assert "登录状态已失效" in source
|
|
assert "当前账户暂不可访问" in source
|
|
|
|
|
|
def test_protected_api_unauthorized_response_clears_shared_session() -> None:
|
|
source = (PORTAL / "common" / "api-client.js").read_text(encoding="utf-8")
|
|
assert "clearAuthSession, getAccessToken" in source
|
|
assert "response.status === 401 && endpoint.auth !== false" in source
|
|
|
|
|
|
def test_public_home_uses_a_local_hero_image() -> None:
|
|
home = (PORTAL / "guest" / "home" / "index.html").read_text(encoding="utf-8")
|
|
image = PORTAL / "guest" / "home" / "assets" / "wealth_architecture_hero.jpg"
|
|
assert "/static/portal/guest/home/assets/wealth_architecture_hero.jpg" in home
|
|
assert image.is_file()
|
|
assert image.stat().st_size > 100_000
|