Files
group_xinghuo_jinrong/tests/test_sprint2_template_library.py
T
zhanghongyu_0626 70aa861983 feat(advisor-agent): Introduce advisor agent functionalities with compliance, KYC, and script templates
- Added new modules for advisor compliance, KYC sessions, and script templates, enhancing the advisor agent's capabilities.
- Implemented a comprehensive API structure under the `/api/advisor-agent` prefix, ensuring clear organization and access to new features.
- Established database models and repositories for compliance rules and KYC sessions, facilitating robust data management.
- Integrated exception handling and response models to improve error management and user feedback.
- Updated settings to include new configurations for compliance and KYC features, ensuring flexibility and adaptability.

This update significantly expands the advisor agent's functionality, providing essential tools for compliance and customer interaction while maintaining a structured API design.
2026-09-12 16:33:07 +08:00

184 lines
6.6 KiB
Python

from uuid import uuid4
from fastapi.testclient import TestClient
from sqlalchemy import inspect
from app.advisor_db import AgentSessionLocal, agent_engine
from app.main import app
client = TestClient(app)
def token_for(username: str, password: str) -> str:
response = client.post(
"/api/v1/auth/login",
json={"username": username, "password": password},
)
assert response.status_code == 200
return response.json()["data"]["access_token"]
def advisor_token() -> str:
return token_for("advisor_test", "advisor_test")
def compliance_token() -> str:
return token_for("compliance_test", "compliance_test")
def create_template_payload(title: str | None = None) -> dict:
suffix = uuid4().hex[:8]
return {
"scene": "loss_comfort",
"customer_type": "C3",
"title": title or f"亏损安抚模板 {suffix}",
"content": f"您好,近期市场波动较大,请结合风险承受能力理性看待。{suffix}",
"tags": ["亏损", "安抚", "市场波动"],
}
def create_template(headers: dict, payload: dict | None = None) -> dict:
response = client.post(
"/api/advisor-agent/script-templates",
json=payload or create_template_payload(),
headers=headers,
)
assert response.status_code == 200
return response.json()["data"]
def latest_use_log(use_id: str):
from app.model.entities_advisor import TemplateUseLog
with AgentSessionLocal() as session:
row = session.query(TemplateUseLog).filter(TemplateUseLog.use_id == use_id).one()
session.expunge(row)
return row
def load_template(template_id: int):
from app.model.entities_advisor import ScriptTemplate
with AgentSessionLocal() as session:
row = session.get(ScriptTemplate, template_id)
assert row is not None
session.expunge(row)
return row
def test_template_migration_creates_template_and_use_log_tables():
inspector = inspect(agent_engine)
assert "script_template" in inspector.get_table_names()
assert "template_use_log" in inspector.get_table_names()
template_columns = {column["name"] for column in inspector.get_columns("script_template")}
use_log_columns = {column["name"] for column in inspector.get_columns("template_use_log")}
assert {
"scene",
"customer_type",
"title",
"content",
"tags",
"embedding_id",
"is_approved",
"approved_by",
"approved_at",
"version",
"usage_count",
"is_active",
"created_by",
}.issubset(template_columns)
assert {
"use_id",
"trace_id",
"template_id",
"advisor_id",
"is_modified",
"original_content",
"modified_content",
"content_diff",
}.issubset(use_log_columns)
def test_advisor_cannot_find_or_use_unapproved_template():
compliance_headers = {"Authorization": f"Bearer {compliance_token()}"}
advisor_headers = {"Authorization": f"Bearer {advisor_token()}"}
template = create_template(compliance_headers)
list_response = client.get("/api/advisor-agent/script-templates", headers=advisor_headers)
search_response = client.get(
"/api/advisor-agent/script-templates/search",
params={"q": template["title"]},
headers=advisor_headers,
)
use_response = client.post(
f"/api/advisor-agent/script-templates/{template['id']}/use",
json={"is_modified": False},
headers={**advisor_headers, "X-Trace-Id": f"trace-template-denied-{uuid4().hex}"},
)
assert list_response.status_code == 200
assert all(item["id"] != template["id"] for item in list_response.json()["data"]["items"])
assert search_response.status_code == 200
assert search_response.json()["data"]["items"] == []
assert use_response.status_code == 400
assert use_response.json()["code"] == "40002"
def test_compliance_can_approve_template_and_advisor_use_writes_log_and_increments_count():
compliance_headers = {"Authorization": f"Bearer {compliance_token()}"}
advisor_headers = {"Authorization": f"Bearer {advisor_token()}"}
template = create_template(compliance_headers)
approve_response = client.put(
f"/api/advisor-agent/script-templates/{template['id']}",
json={"is_approved": True},
headers=compliance_headers,
)
assert approve_response.status_code == 200
assert approve_response.json()["data"]["is_approved"] is True
use_trace_id = f"trace-template-use-{uuid4().hex}"
modified_content = template["content"] + " 客户可自行决定是否继续了解。"
use_response = client.post(
f"/api/advisor-agent/script-templates/{template['id']}/use",
json={"is_modified": True, "modified_content": modified_content},
headers={**advisor_headers, "X-Trace-Id": use_trace_id},
)
assert use_response.status_code == 200
body = use_response.json()["data"]
log = latest_use_log(body["use_id"])
stored_template = load_template(template["id"])
assert body["template_id"] == template["id"]
assert body["is_modified"] is True
assert "-您好,近期市场波动较大" in body["diff"]
assert "+您好,近期市场波动较大" in body["diff"]
assert log.trace_id == use_trace_id
assert log.advisor_id == "STAFF-10086"
assert log.original_content == template["content"]
assert log.modified_content == modified_content
assert stored_template.usage_count == 1
def test_template_update_resets_approval_and_increments_version():
compliance_headers = {"Authorization": f"Bearer {compliance_token()}"}
advisor_headers = {"Authorization": f"Bearer {advisor_token()}"}
template = create_template(compliance_headers)
approved = client.put(
f"/api/advisor-agent/script-templates/{template['id']}",
json={"is_approved": True},
headers=compliance_headers,
).json()["data"]
assert approved["version"] == 1
update_response = client.put(
f"/api/advisor-agent/script-templates/{template['id']}",
json={"content": "您好,市场短期波动较大,请先阅读风险揭示材料。"},
headers=compliance_headers,
)
search_response = client.get(
"/api/advisor-agent/script-templates/search",
params={"q": approved["title"]},
headers=advisor_headers,
)
assert update_response.status_code == 200
updated = update_response.json()["data"]
assert updated["is_approved"] is False
assert updated["approved_by"] is None
assert updated["version"] == 2
assert search_response.json()["data"]["items"] == []