263 lines
10 KiB
Python
263 lines
10 KiB
Python
# -*- coding: utf-8 -*-
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"""经费播报计算内核金标准用例（离线、确定性，as_of 固定日期）。"""
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from __future__ import annotations
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import unittest
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from datetime import date
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from _support import IsolatedDataRoot
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AS_OF = date(2026, 9, 13) # 基准日：2026-01-01 起止 2026-12-31 的项目序时进度 ≈ 0.7005
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def _project(**overrides) -> dict:
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base = {
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"projectNo": "TEST0001",
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"projectName": "测试项目",
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"projectType": "纵向",
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"piName": "张三",
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"department": "化材学院",
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"totalApproved": 600000.0,
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"totalReceived": 300000.0,
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"totalSpent": 60000.0,
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"frozenAmount": 0.0,
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"startDate": "2026-01-01",
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"endDate": "2026-12-31",
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"status": "在研",
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}
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base.update(overrides)
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return base
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def _compute(rules: dict | None = None, **overrides) -> dict:
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from service.fund_service import _DEFAULT_RULES, compute_project
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return compute_project(_project(**overrides), dict(_DEFAULT_RULES if rules is None else rules), AS_OF)
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class TestStep1Calculation(unittest.TestCase):
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def test_c2_time_progress_by_days(self) -> None:
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result = _compute()
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# 2026-01-01 ~ 2026-12-31 共 364 天，至 2026-09-13 过 255 天
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self.assertAlmostEqual(result["time_progress"], 255 / 364, places=4)
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def test_c1_no_fund_marks_unknown(self) -> None:
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result = _compute(totalReceived=0, totalSpent=0)
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self.assertEqual(result["status_tag"], "未到账")
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self.assertIsNone(result["spend_rate"])
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def test_c3_incomplete_ledger(self) -> None:
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result = _compute(totalSpent=None, endDate=None)
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self.assertEqual(result["status_tag"], "待补录")
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c3 = next(i for i in result["items"] if i["rule_id"] == "C3")
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self.assertIn("已报销金额", c3["detail"])
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def test_spend_rate_rounded(self) -> None:
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result = _compute()
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self.assertEqual(result["spend_rate"], 0.2)
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class TestStep2Diagnosis(unittest.TestCase):
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def test_d1_lag(self) -> None:
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result = _compute()
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self.assertEqual(result["status_tag"], "严重滞后")
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d1 = next(i for i in result["items"] if i["rule_id"] == "D1")
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self.assertIn("低于序时进度", d1["detail"])
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def test_d3_normal(self) -> None:
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result = _compute(totalReceived=400000.0, totalSpent=350000.0)
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self.assertEqual(result["status_tag"], "正常") # dev ≈ +0.175
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def test_d2_overshoot(self) -> None:
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result = _compute(totalReceived=400000.0, totalSpent=380000.0)
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self.assertEqual(result["status_tag"], "支出异常偏快") # dev ≈ +0.2495
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def test_threshold_boundary_not_lag_when_equal(self) -> None:
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# 偏差恰等于 -0.10 时不判滞后（严格小于）
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result = _compute(rules={"lag_threshold": 0.5005, "overshoot_threshold": 5.0})
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self.assertEqual(result["status_tag"], "正常")
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def test_rules_override_changes_verdict(self) -> None:
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result = _compute(rules={"lag_threshold": 0.60, "overshoot_threshold": 0.20})
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# dev ≈ -0.5005 未超过 -0.60 → 正常
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self.assertEqual(result["status_tag"], "正常")
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class TestStep3Reminders(unittest.TestCase):
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def test_n1_pending_aging_overdue(self) -> None:
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result = _compute(frozenAmount=15000.0, frozenSince="2026-04-10")
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n1 = next(i for i in result["items"] if i["rule_id"] == "N1")
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self.assertEqual((AS_OF - date(2026, 4, 10)).days, 156)
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self.assertIn("156", n1["detail"])
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self.assertIn("冲销", n1["suggestion"])
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def test_n1_pending_within_window_silent(self) -> None:
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result = _compute(frozenAmount=15000.0, frozenSince="2026-08-01")
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self.assertFalse(any(i["rule_id"] == "N1" for i in result["items"]))
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def test_n1_pending_since_missing_asks_backfill(self) -> None:
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result = _compute(frozenAmount=15000.0)
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n1 = next(i for i in result["items"] if i["rule_id"] == "N1")
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self.assertIn("补录", n1["suggestion"])
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def test_n2_closing_soon_warns(self) -> None:
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result = _compute(endDate="2026-10-15", totalReceived=100000.0, totalSpent=5000.0)
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n2 = next(i for i in result["items"] if i["rule_id"] == "N2")
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self.assertIn("32", n2["detail"])
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def test_n2_period_over_asks_settlement(self) -> None:
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result = _compute(endDate="2026-08-31", totalReceived=100000.0, totalSpent=90000.0)
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n2 = next(i for i in result["items"] if i["rule_id"] == "N2")
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self.assertIn("结题决算", n2["name"])
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class TestSummaryText(unittest.TestCase):
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def test_three_part_summary_no_double_period(self) -> None:
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result = _compute(frozenAmount=15000.0, frozenSince="2026-04-10")
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lines = result["summary"].split("\n")
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self.assertEqual(len(lines), 3)
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self.assertTrue(lines[0].startswith("您负责的《测试项目》"))
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self.assertIn("执行状态严重滞后", lines[0])
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self.assertTrue(lines[1].startswith("诊断："))
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self.assertTrue(lines[2].startswith("建议："))
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self.assertNotIn("。。", result["summary"])
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self.assertNotIn("；。", result["summary"])
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def test_summary_numbers_from_ledger_only(self) -> None:
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result = _compute()
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self.assertIn("60.00 万元", result["summary"])
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self.assertIn("20.0%", result["summary"])
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class TestBroadcastKernel(unittest.TestCase):
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def setUp(self) -> None:
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self._root = IsolatedDataRoot()
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self._root.__enter__()
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from db.connection import init_db
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init_db()
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def tearDown(self) -> None:
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self._root.__exit__(None, None, None)
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def _run(self, projects):
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from service.fund_service import run_broadcast
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return run_broadcast(projects, AS_OF)
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def test_broadcast_writes_reports_and_brief(self) -> None:
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result = self._run([
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_project(),
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_project(projectNo="TEST0002", totalReceived=400000.0, totalSpent=350000.0),
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])
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self.assertEqual(result["count"], 2)
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self.assertEqual(result["status_counts"], {"严重滞后": 1, "正常": 1})
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self.assertTrue(result["brief_file"].endswith(".html"))
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for report in result["reports"]:
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self.assertTrue(report["report_file"].endswith(".html"))
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with open(report["report_file"], encoding="utf-8") as f:
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html_text = f.read()
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self.assertIn("经费执行简报", html_text)
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self.assertIn("以财务系统账面为准", html_text)
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def test_empty_projects_raises(self) -> None:
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with self.assertRaises(ValueError):
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self._run([])
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def test_monthly_brief_contains_status_rows(self) -> None:
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result = self._run([_project()])
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with open(result["brief_file"], encoding="utf-8") as f:
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html_text = f.read()
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self.assertIn("月度", html_text)
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self.assertIn("bar-fill fill-spend", html_text)
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def test_status_ranking_in_summary(self) -> None:
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result = self._run([
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_project(),
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_project(projectNo="TEST0002", totalReceived=400000.0, totalSpent=350000.0),
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])
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brief_html = open(result["brief_file"], encoding="utf-8").read()
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self.assertLess(brief_html.find("严重滞后"), brief_html.find("正常"))
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class TestProjectService(unittest.TestCase):
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def setUp(self) -> None:
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self._root = IsolatedDataRoot()
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self._root.__enter__()
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from db.connection import init_db
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init_db()
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def tearDown(self) -> None:
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self._root.__exit__(None, None, None)
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def _upsert(self, **overrides):
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from service.project_service import upsert_project
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fields = {"project_no": "TEST0001", "total_received": 300000.0, "total_spent": 60000.0}
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fields.update(overrides)
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return upsert_project(fields)
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def test_upsert_create_then_partial_update(self) -> None:
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payload = self._upsert()
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self.assertEqual(payload["action"], "created")
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payload = self._upsert(total_spent=90000.0)
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self.assertEqual(payload["action"], "updated")
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from service.project_service import list_projects
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row = list_projects()[0]
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self.assertEqual(row["total_spent"], 90000.0)
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self.assertEqual(row["total_received"], 300000.0) # 未提供字段不覆盖
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self.assertEqual(row["project_name"], None) # 从未提供
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def test_upsert_validations(self) -> None:
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with self.assertRaises(ValueError):
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self._upsert(project_no="")
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with self.assertRaises(ValueError):
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self._upsert(total_received=-1)
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with self.assertRaises(ValueError):
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self._upsert(start_date="2026/13/40")
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with self.assertRaises(ValueError):
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self._upsert(start_date="2026-01-01", end_date="2025-01-01")
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with self.assertRaises(ValueError):
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self._upsert(status="草稿")
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def test_import_projects(self) -> None:
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from service.project_service import import_projects
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payload = import_projects([
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_project(),
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_project(projectNo="TEST0002"),
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])
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self.assertEqual(payload["created"], 2)
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payload = import_projects([_project(totalSpent=80000.0)])
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self.assertEqual(payload["updated"], 1)
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def test_set_rule_and_effect(self) -> None:
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from service.project_service import set_rule, view_rules
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payload = set_rule("lag_threshold", 0.60)
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self.assertEqual(payload["threshold_value"], 0.60)
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rules = {r["rule_key"]: r["threshold_value"] for r in view_rules()}
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self.assertEqual(rules["lag_threshold"], 0.60)
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with self.assertRaises(ValueError):
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set_rule("unknown_key", 0.5)
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with self.assertRaises(ValueError):
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set_rule("lag_threshold", -1)
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def test_stats(self) -> None:
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from service.project_service import import_projects, stats
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import_projects([_project()])
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from service.fund_service import run_broadcast
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run_broadcast([_project()], AS_OF)
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payload = stats()
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self.assertEqual(payload["project_total"], 1)
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self.assertEqual(payload["reports_by_tag"].get("严重滞后"), 1)
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self.assertTrue(payload["lag_top"])
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if __name__ == "__main__":
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unittest.main()
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