"""顾问 Agent 工具层测试""" import pytest from unittest.mock import Mock from datetime import date from app.service.agent_tools import ( create_query_holdings_tool, create_query_fund_nav_tool, create_manage_kyc_tool, create_search_templates_tool, create_compliance_check_tool, ) class TestQueryCustomerHoldings: """测试查询客户持仓工具""" def test_returns_holdings_with_customer_info(self): """应返回客户基本信息和持仓列表""" mock_core_repo = Mock() mock_core_repo.get_customer_l0.return_value = { "customer_id": "CUST-001", "display_name": "张三", "risk_code": "C3", } mock_core_repo.list_holdings.return_value = [ { "product_id": "PROD-001", "product_name": "稳健增长基金A", "shares": 1000.0, "market_value": 15000.0, }, { "product_id": "PROD-002", "product_name": "平衡配置基金B", "shares": 500.0, "market_value": 8000.0, }, ] tool = create_query_holdings_tool(mock_core_repo) result = tool.invoke({"customer_id": "CUST-001"}) assert result["customer_id"] == "CUST-001" assert result["display_name"] == "张三" assert result["risk_code"] == "C3" assert len(result["holdings"]) == 2 assert result["holdings"][0]["product_name"] == "稳健增长基金A" def test_returns_error_when_customer_not_found(self): """客户不存在时应返回错误信息""" mock_core_repo = Mock() mock_core_repo.get_customer_l0.return_value = None tool = create_query_holdings_tool(mock_core_repo) result = tool.invoke({"customer_id": "NOT-EXIST"}) assert "error" in result assert "NOT-EXIST" in result["error"] def test_handles_empty_holdings(self): """客户无持仓时应返回空列表""" mock_core_repo = Mock() mock_core_repo.get_customer_l0.return_value = { "customer_id": "CUST-002", "display_name": "李四", "risk_code": "C2", } mock_core_repo.list_holdings.return_value = [] tool = create_query_holdings_tool(mock_core_repo) result = tool.invoke({"customer_id": "CUST-002"}) assert result["customer_id"] == "CUST-002" assert result["holdings"] == [] class TestQueryFundNav: """测试查询基金净值工具""" def test_returns_latest_nav_with_history(self): """应返回最新净值和历史数据""" mock_core_repo = Mock() mock_core_repo.get_product.return_value = { "product_id": "PROD-000001", "product_name": "稳健增长基金A", "product_type": "equity", "min_risk_code": "C3", } mock_core_repo.get_latest_nav.return_value = { "product_id": "PROD-000001", "nav": 1.25, "nav_date": date(2026, 9, 11), "daily_chg_pct": 0.5, } mock_core_repo.list_product_nav_history.return_value = [ {"nav_date": date(2026, 9, 11), "nav": 1.25, "daily_chg_pct": 0.5}, {"nav_date": date(2026, 9, 10), "nav": 1.24, "daily_chg_pct": -0.2}, ] tool = create_query_fund_nav_tool(mock_core_repo) result = tool.invoke({"fund_code": "000001", "history_days": 2}) assert result["fund_code"] == "PROD-000001" assert result["fund_name"] == "稳健增长基金A" assert result["latest_nav"] == 1.25 assert len(result["history"]) == 2 def test_normalizes_fund_code(self): """应自动补全 PROD- 前缀""" mock_core_repo = Mock() mock_core_repo.get_product.return_value = { "product_id": "PROD-000001", "product_name": "Test Fund", "product_type": "equity", "min_risk_code": "C3", } mock_core_repo.get_latest_nav.return_value = None mock_core_repo.list_product_nav_history.return_value = [] tool = create_query_fund_nav_tool(mock_core_repo) tool.invoke({"fund_code": "000001"}) # 验证调用时使用了 PROD-000001 mock_core_repo.get_product.assert_called_once_with("PROD-000001") def test_returns_error_when_fund_not_found(self): """基金不存在时应返回错误""" mock_core_repo = Mock() mock_core_repo.get_product.return_value = None tool = create_query_fund_nav_tool(mock_core_repo) result = tool.invoke({"fund_code": "999999"}) assert "error" in result class TestManageKycSession: """测试 KYC 会话管理工具""" def test_create_session(self): """action=create 应创建新会话""" mock_kyc_service = Mock() mock_kyc_service.create_session.return_value = { "session_id": "sess-123", "status": "active", "suggested_question": "请问您的投资经验有多少年？", } tool = create_manage_kyc_tool(mock_kyc_service) result = tool.invoke({"action": "create", "customer_id": "CUST-001"}) assert result["session_id"] == "sess-123" assert result["status"] == "active" mock_kyc_service.create_session.assert_called_once() def test_chat_session(self): """action=chat 应发送消息并获取回复""" mock_kyc_service = Mock() mock_kyc_service.chat.return_value = { "session_id": "sess-123", "assistant_message": "了解了，您的风险承受能力评估为C3", "collected_fields": {"risk_tolerance": "C3"}, "progress": 60, } tool = create_manage_kyc_tool(mock_kyc_service) result = tool.invoke({ "action": "chat", "session_id": "sess-123", "user_input": "我能接受10%的亏损", }) assert result["session_id"] == "sess-123" assert "assistant_message" in result assert result["progress"] == 60 def test_get_session(self): """action=get 应返回会话状态""" mock_kyc_service = Mock() mock_kyc_service.get_session.return_value = { "session_id": "sess-123", "status": "active", "progress": 40, "collected_fields": {"age": 35}, } tool = create_manage_kyc_tool(mock_kyc_service) result = tool.invoke({"action": "get", "session_id": "sess-123"}) assert result["status"] == "active" assert result["progress"] == 40 def test_complete_session(self): """action=complete 应完成会话""" mock_kyc_service = Mock() mock_kyc_service.complete_session.return_value = { "session_id": "sess-123", "status": "completed", } tool = create_manage_kyc_tool(mock_kyc_service) result = tool.invoke({"action": "complete", "session_id": "sess-123"}) assert result["status"] == "completed" def test_invalid_action(self): """无效的 action 应返回错误""" tool = create_manage_kyc_tool(Mock()) result = tool.invoke({"action": "invalid"}) assert "error" in result assert "invalid" in result["error"].lower() class TestSearchTemplates: """测试模板搜索工具""" def test_returns_matched_templates(self): """应返回匹配的模板列表""" mock_template_service = Mock() mock_template_service.search.return_value = [ { "template_id": 1, "title": "稳健投资话术", "content": "建议采用分散投资策略...", "score": 0.95, }, { "template_id": 2, "title": "风险控制话术", "content": "在当前市场环境下...", "score": 0.85, }, ] tool = create_search_templates_tool(mock_template_service) result = tool.invoke({"query": "稳健投资", "limit": 5}) assert len(result["templates"]) == 2 assert result["templates"][0]["title"] == "稳健投资话术" def test_handles_empty_results(self): """无匹配结果时应返回空列表""" mock_template_service = Mock() mock_template_service.search.return_value = [] tool = create_search_templates_tool(mock_template_service) result = tool.invoke({"query": "不存在的话术"}) assert result["templates"] == [] class TestComplianceCheck: """测试合规检查工具""" def test_returns_compliance_result(self): """应返回合规检查结果""" mock_compliance_service = Mock() mock_compliance_service.check.return_value = { "risk_level": "INFO", "hits": [], "can_copy": True, "message": "内容合规", } tool = create_compliance_check_tool(mock_compliance_service) result = tool.invoke({"text": "建议关注稳健增长基金A", "scene": "advisor_chat"}) assert result["risk_level"] == "INFO" assert result["can_copy"] is True def test_detects_block_risk(self): """应检测到 BLOCK 级别风险""" mock_compliance_service = Mock() mock_compliance_service.check.return_value = { "risk_level": "BLOCK", "hits": [{"rule_id": 1, "pattern": "保证收益"}], "can_copy": False, "message": "包含违规内容", } tool = create_compliance_check_tool(mock_compliance_service) result = tool.invoke({"text": "这只基金保证收益", "scene": "advisor_chat"}) assert result["risk_level"] == "BLOCK" assert result["can_copy"] is False assert len(result["hits"]) > 0