baseline: 批次A-D 成果 + membership 半成品（测试红）

2026-09-11 23:11:35 +08:00
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+"""批次 B2/B3 测试：AI 开单（抽取→匹配→配额）+ AI 经营问答（白名单取数→降级）。"""
+
+import pytest
+from datetime import date, timedelta
+from decimal import Decimal
+from model_bakery import baker
+from rest_framework.test import APIClient
+from rest_framework_simplejwt.tokens import RefreshToken
+
+from apps.catalog.models import Product, Unit, UnitConversion
+from apps.inventory.models import Warehouse
+from apps.partner.models import Customer
+from apps.finance.models import Receivable
+from apps.ai import orders as ai_orders
+from apps.ai import ask as ai_ask
+from apps.ai import usage as ai_usage
+from apps.ai.models import AiUsage
+
+
+@pytest.fixture
+def auth_client(db, user, tenant):
+    c = APIClient()
+    refresh = RefreshToken.for_user(user)
+    c.credentials(
+        HTTP_AUTHORIZATION=f"Bearer {refresh.access_token}",
+        HTTP_X_TENANT_ID=tenant.code,
+    )
+    return c
+
+
+@pytest.fixture
+def base_unit(db, tenant):
+    return baker.make(Unit, tenant=tenant, code="bottle", name="瓶", is_base=True)
+
+
+@pytest.fixture
+def box_unit(db, tenant):
+    return baker.make(Unit, tenant=tenant, code="box", name="箱", is_base=False)
+
+
+@pytest.fixture
+def cola(db, tenant, base_unit, box_unit):
+    p = baker.make(Product, tenant=tenant, code="P001", name="可乐",
+                   barcode="6901234567890", sale_price=Decimal("3"),
+                   base_unit=base_unit)
+    UnitConversion.objects.create(tenant=tenant, product=p, unit=box_unit,
+                                  rate=Decimal("24"))
+    return p
+
+
+@pytest.fixture
+def milk(db, tenant, base_unit):
+    return baker.make(Product, tenant=tenant, code="P002", name="鲜牛奶",
+                      sale_price=Decimal("15"), base_unit=base_unit)
+
+
+@pytest.fixture
+def warehouse(db, tenant):
+    return baker.make(Warehouse, tenant=tenant, code="WH01", name="主仓")
+
+
+@pytest.fixture
+def customer(db, tenant):
+    return baker.make(Customer, tenant=tenant, code="C001", name="张三便利店",
+                      credit_limit=Decimal("10000"))
+
+
+@pytest.fixture
+def ai_quota(db, tenant):
+    """把租户挂到一个自定义套餐上以控制 AI 配额（billing 装好后配额来源是套餐）。"""
+    from apps.billing.models import Plan, Subscription, seed_plans
+
+    seed_plans()
+
+    def _set(parse_order: int = 10, ask: int = 20):
+        plan, _created = Plan.objects.update_or_create(
+            code="test-quota", defaults={
+                "name": "测试套餐", "price_monthly": Decimal("0"),
+                "limits": {
+                    "users": 99, "products": 99999, "bills_monthly": 0,
+                    "ai_parse_order": parse_order, "ai_ask": ask,
+                    "batch_managed": True, "finance_ledger": True,
+                    "print_templates": 0, "storefront": False,
+                },
+                "sort_order": 99, "is_active": True,
+            },
+        )
+        sub = Subscription.objects.filter(tenant=tenant).first()
+        if sub is None:
+            Sub = Subscription
+            sub = Sub.objects.create(
+                tenant=tenant, plan=plan, status="active",
+                period_start=date.today(), period_end=date.today() + timedelta(days=30),
+            )
+        else:
+            sub.plan = plan
+            sub.status = "active"
+            sub.save(update_fields=["plan", "status", "updated_at"])
+        return plan
+
+    return _set
+
+
+# ============================================================
+# 抽取（无 LLM → 明确报错 / 规则兜底）
+# ============================================================
+
+
+def test_extract_raises_without_llm(db, settings):
+    """无 KEY 时默认抛 LlmUnavailable（不做静默降级）。"""
+    settings.AI_PROVIDER = ""
+    settings.AI_API_KEY = ""
+    with pytest.raises(ai_orders.LlmUnavailable):
+        ai_orders.extract_items("可乐 2 箱")
+
+
+def test_extract_rule_fallback_when_allowed(db, settings):
+    """显式允许时走规则兜底：抓 "商品名 + 数量 + 单位"。"""
+    settings.AI_PROVIDER = ""
+    settings.AI_API_KEY = ""
+    items = ai_orders.extract_items("可乐 2箱\n鲜牛奶 3瓶", allow_rule_fallback=True)
+    assert len(items) == 2
+    assert items[0]["name"] == "可乐"
+    assert items[0]["qty"] == 2.0
+    assert items[0]["unit"] == "箱"
+    assert items[1]["name"] == "鲜牛奶"
+
+
+def test_extract_rule_fallback_chinese_numbers(db, settings):
+    settings.AI_PROVIDER = ""
+    settings.AI_API_KEY = ""
+    items = ai_orders.extract_items("可乐 两箱，鲜牛奶 十瓶", allow_rule_fallback=True)
+    assert items[0]["qty"] == 2.0
+    assert items[1]["qty"] == 10.0
+
+
+# ============================================================
+# 商品匹配
+# ============================================================
+
+
+def test_match_by_barcode(db, tenant, cola):
+    out = ai_orders.match_products(tenant, [
+        {"name": "随便写的名字", "barcode": "6901234567890", "qty": 1, "unit": ""},
+    ])
+    assert len(out["matched"]) == 1
+    assert out["matched"][0]["match_by"] == "barcode"
+    assert out["matched"][0]["product_code"] == "P001"
+
+
+def test_match_by_code_exact(db, tenant, cola, milk):
+    out = ai_orders.match_products(tenant, [
+        {"name": "P002", "barcode": "", "qty": 2, "unit": ""},
+    ])
+    assert out["matched"][0]["product_code"] == "P002"
+    assert out["matched"][0]["match_by"] == "code"
+
+
+def test_match_by_name_exact_and_contains(db, tenant, cola, milk):
+    out = ai_orders.match_products(tenant, [
+        {"name": "可乐", "barcode": "", "qty": 1, "unit": ""},
+        {"name": "牛奶", "barcode": "", "qty": 1, "unit": ""},     # 包含匹配 鲜牛奶
+    ])
+    assert len(out["matched"]) == 2
+    assert out["matched"][0]["match_by"] == "name_exact"
+    assert out["matched"][1]["match_by"] == "name_contains"
+    assert out["matched"][1]["product_name"] == "鲜牛奶"
+
+
+def test_match_unmatched_reported(db, tenant, cola):
+    out = ai_orders.match_products(tenant, [
+        {"name": "完全不存在的东西XYZ", "barcode": "", "qty": 1, "unit": ""},
+    ])
+    assert out["matched"] == []
+    assert len(out["unmatched"]) == 1
+
+
+def test_match_resolves_unit_and_price(db, tenant, cola, box_unit):
+    def resolver(tenant_, product, item):
+        if item.get("unit") == "箱":
+            conv = UnitConversion.objects.get(product=product, unit=box_unit)
+            return {"unit_id": conv.unit_id, "unit_name": conv.unit.name,
+                    "price": str(product.sale_price * conv.rate)}
+        return {"unit_id": None, "unit_name": "", "price": str(product.sale_price)}
+
+    out = ai_orders.match_products(
+        tenant,
+        [{"name": "可乐", "barcode": "", "qty": 2, "unit": "箱"}],
+        unit_resolver=resolver,
+    )
+    row = out["matched"][0]
+    assert row["unit_name"] == "箱"
+    assert Decimal(row["price"]) == Decimal("72")   # 3 × 24
+
+
+# ============================================================
+# 配额
+# ============================================================
+
+
+def test_quota_check_and_exceed(db, tenant, ai_quota):
+    ai_quota(parse_order=2)
+    assert ai_usage.check_quota(tenant, ai_usage.KIND_PARSE_ORDER)["quota"] == 2
+    ai_usage.record_usage(tenant, ai_usage.KIND_PARSE_ORDER)
+    ai_usage.record_usage(tenant, ai_usage.KIND_PARSE_ORDER)
+    with pytest.raises(ai_usage.QuotaExceeded):
+        ai_usage.check_quota(tenant, ai_usage.KIND_PARSE_ORDER)
+
+
+def test_quota_zero_means_unlimited(db, tenant, ai_quota):
+    ai_quota(parse_order=0)
+    for _ in range(5):
+        ai_usage.record_usage(tenant, ai_usage.KIND_PARSE_ORDER)
+    out = ai_usage.check_quota(tenant, ai_usage.KIND_PARSE_ORDER)
+    assert out["allowed"] is True
+    assert out["remaining"] is None
+
+
+def test_usage_summary_counts_per_kind(db, tenant):
+    ai_usage.record_usage(tenant, ai_usage.KIND_PARSE_ORDER)
+    ai_usage.record_usage(tenant, ai_usage.KIND_ASK)
+    ai_usage.record_usage(tenant, ai_usage.KIND_ASK)
+    summary = ai_usage.usage_summary(tenant)
+    by_kind = {i["kind"]: i["used"] for i in summary["items"]}
+    assert by_kind[ai_usage.KIND_PARSE_ORDER] == 1
+    assert by_kind[ai_usage.KIND_ASK] == 2
+
+
+# ============================================================
+# API：AI 开单
+# ============================================================
+
+
+def test_parse_order_api_llm_unavailable_400(db, auth_client, settings, cola):
+    settings.AI_PROVIDER = ""
+    settings.AI_API_KEY = ""
+    resp = auth_client.post("/api/v1/ai/parse-order/", {"text": "可乐 2 箱"}, format="json")
+    assert resp.status_code == 400, resp.content
+    assert resp.json()["code"] == "llm_unavailable"
+
+
+def test_parse_order_api_rule_fallback(db, auth_client, settings, cola, milk):
+    """显式开兜底 → 走规则抽取 + 匹配，全链路跑通（不依赖 LLM）。"""
+    settings.AI_PROVIDER = ""
+    settings.AI_API_KEY = ""
+    resp = auth_client.post("/api/v1/ai/parse-order/", {
+        "text": "可乐 2箱\n鲜牛奶 3瓶",
+        "allow_rule_fallback": True,
+    }, format="json")
+    assert resp.status_code == 200, resp.content
+    body = resp.json()
+    assert len(body["matched"]) == 2
+    assert body["matched"][0]["product_code"] == "P001"
+    assert body["matched"][1]["product_code"] == "P002"
+    # 用量已登记
+    assert AiUsage.objects.filter(kind=ai_usage.KIND_PARSE_ORDER).count() == 1
+
+
+def test_parse_order_api_quota_403(db, auth_client, tenant, settings, ai_quota, cola):
+    settings.AI_PROVIDER = ""
+    settings.AI_API_KEY = ""
+    ai_quota(parse_order=1)
+    ai_usage.record_usage(tenant, ai_usage.KIND_PARSE_ORDER)
+
+    resp = auth_client.post("/api/v1/ai/parse-order/", {
+        "text": "可乐 1箱", "allow_rule_fallback": True,
+    }, format="json")
+    assert resp.status_code == 403, resp.content
+    assert resp.json()["code"] == "quota_exceeded"
+
+
+def test_parse_order_empty_text_400(db, auth_client):
+    resp = auth_client.post("/api/v1/ai/parse-order/", {"text": "  "}, format="json")
+    assert resp.status_code == 400
+
+
+def test_usage_api(db, auth_client):
+    resp = auth_client.get("/api/v1/ai/usage/")
+    assert resp.status_code == 200, resp.content
+    body = resp.json()
+    assert body["llm_available"] is False
+    assert len(body["items"]) == 3
+
+
+# ============================================================
+# B3 经营问答
+# ============================================================
+
+
+def test_detect_intents():
+    assert ai_ask.detect_intents("这个月销售额多少") == ["sales"]
+    assert set(ai_ask.detect_intents("应收和库存怎么样")) == {"receivable", "inventory"}
+    assert ai_ask.detect_intents("今天天气如何") == ["overview"]
+
+
+def test_gather_tools_readonly_and_scoped(db, tenant, other_tenant, cola, warehouse):
+    """工具取数只读且带租户隔离：别的租户数据不进结果。"""
+    out = ai_ask.gather(tenant, "应收账款情况")
+    assert "receivable" in out["data"]
+    assert "应收未结合计" in out["data"]["receivable"]
+    # 另一租户有应收，但不得出现在本租户结果里
+    other_customer = baker.make(Customer, tenant=other_tenant, code="OC1", name="别家客户")
+    baker.make(Receivable, tenant=other_tenant, customer=other_customer,
+               bill_no="RC-OTHER", bill_date=date.today(),
+               total_amount=Decimal("9999"), status="open")
+    out2 = ai_ask.gather(tenant, "应收账款情况")
+    assert Decimal(str(out2["data"]["receivable"]["应收未结合计"])) == Decimal("0")
+
+
+def test_answer_falls_back_without_llm(db, tenant, settings):
+    settings.AI_PROVIDER = ""
+    settings.AI_API_KEY = ""
+    out = ai_ask.answer(tenant, "本月销售额和应收怎么样")
+    assert out["llm_enhanced"] is False
+    assert out["answer"]
+    assert "本月销售额" in out["answer"] or "应收未结" in out["answer"]
+
+
+def test_answer_with_data(db, tenant, customer, warehouse, cola):
+    """有单据数据时，统计答案里能读到金额。"""
+    from apps.inventory import services as inv
+    from apps.sales import services as sales_services
+
+    inv.inbound(tenant=tenant, warehouse=warehouse, product=cola,
+                quantity=Decimal("100"), unit_cost=Decimal("2"))
+    bill = sales_services.create_sales_bill(
+        tenant=tenant, customer=customer, warehouse=warehouse,
+        lines=[{"product": cola, "quantity": 10, "unit_price": 3}],
+    )
+    sales_services.confirm_sales_bill(bill)
+
+    out = ai_ask.answer(tenant, "本月销售额多少")
+    assert "30.00" in out["answer"]
+
+
+def test_ask_api_without_llm_still_answers(db, auth_client, tenant, settings):
+    settings.AI_PROVIDER = ""
+    settings.AI_API_KEY = ""
+    resp = auth_client.post("/api/v1/ai/ask/", {"question": "本月销售和应收情况"},
+                            format="json")
+    assert resp.status_code == 200, resp.content
+    body = resp.json()
+    assert body["llm_enhanced"] is False
+    assert body["answer"]
+    assert "sales" in body["intents"] or "receivable" in body["intents"]
+
+
+def test_ask_api_requires_question(db, auth_client):
+    resp = auth_client.post("/api/v1/ai/ask/", {}, format="json")
+    assert resp.status_code == 400
+
+
+def test_ask_records_usage(db, auth_client, tenant, settings):
+    settings.AI_PROVIDER = ""
+    settings.AI_API_KEY = ""
+    auth_client.post("/api/v1/ai/ask/", {"question": "库存多少"}, format="json")
+    assert AiUsage.objects.filter(kind=ai_usage.KIND_ASK).count() == 1
+
+
+def test_ask_quota_403(db, auth_client, tenant, settings, ai_quota):
+    ai_quota(ask=1)
+    ai_usage.record_usage(tenant, ai_usage.KIND_ASK)
+    resp = auth_client.post("/api/v1/ai/ask/", {"question": "销售额"}, format="json")
+    assert resp.status_code == 403
+    assert resp.json()["code"] == "quota_exceeded"
+
+
+def test_tenant_isolation_usage(db, tenant, other_tenant):
+    ai_usage.record_usage(tenant, ai_usage.KIND_ASK)
+    assert ai_usage.monthly_count(tenant, ai_usage.KIND_ASK) == 1
+    assert ai_usage.monthly_count(other_tenant, ai_usage.KIND_ASK) == 0