HEL-155: 按第三轮效果图改造管理端首页
替换借贷轧差为待审核统计卡；公司往来合计/明细合成主从模块（折叠明细）； 新增柱状图与折线图位；接入 /api/admin/dashboard 真实归集与审核队列数据。 Co-authored-by: Cursor <cursoragent@cursor.com> Co-authored-by: multica-agent <github@multica.ai>
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施工员
co-authored by
Cursor
multica-agent
Cursor
multica-agent
parent
ece3e53472
commit
77fc625ded
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"""Dashboard aggregate helpers and admin HTTP endpoints (no openpyxl dependency)."""
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from __future__ import annotations
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import os
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from pathlib import Path
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import tempfile
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import threading
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import unittest
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from bank_importer import dashboard, master_data
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from bank_importer.db import connect, migrate
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import server
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from test_server_auth import Client, as_json
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BOOTSTRAP_PASSWORD = "BootAdmin123"
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ADMIN_PASSWORD = "AdminPass123"
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class DashboardUnitTests(unittest.TestCase):
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def setUp(self) -> None:
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self.connection = connect(":memory:")
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migrate(self.connection)
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def tearDown(self) -> None:
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self.connection.close()
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def test_empty_dashboard(self) -> None:
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payload = dashboard.build_dashboard(
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self.connection, from_date="2026-01-01", cutoff="2026-08-20"
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)
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self.assertEqual(0, payload["audit"]["total"])
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self.assertEqual([], payload["companies"])
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self.assertEqual(7, len(payload["weekly_flow"]["labels"]))
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def test_pending_account_counts_as_medium(self) -> None:
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now = master_data.utc_now()
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cursor = self.connection.execute(
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"INSERT INTO companies (name, credit_code, cashier_name, status, created_at, updated_at) "
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"VALUES ('甲公司', NULL, NULL, 'active', ?, ?)",
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(now, now),
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)
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company_id = int(cursor.lastrowid)
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self.connection.commit()
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master_data.submit_bank_account(
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self.connection,
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company_id=company_id,
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bank_name="工行",
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account_type="一般户",
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account_number="6222020000000001",
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start_date="2026-01-01",
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actor=None,
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)
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counts = dashboard.audit_counts(self.connection)
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self.assertEqual(1, counts["medium"])
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self.assertEqual(0, counts["high"])
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self.assertEqual(1, counts["total"])
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def test_company_summaries_from_eligible_events(self) -> None:
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now = master_data.utc_now()
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a = self.connection.execute(
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"INSERT INTO companies (name, credit_code, cashier_name, status, created_at, updated_at) "
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"VALUES ('甲公司', NULL, NULL, 'active', ?, ?)",
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(now, now),
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).lastrowid
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b = self.connection.execute(
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"INSERT INTO companies (name, credit_code, cashier_name, status, created_at, updated_at) "
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"VALUES ('乙公司', NULL, NULL, 'active', ?, ?)",
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(now, now),
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).lastrowid
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event_id = self.connection.execute(
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"INSERT INTO canonical_transfer_events (lifecycle, created_at) VALUES ('active', ?)",
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(now,),
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).lastrowid
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decision_id = self.connection.execute(
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"""
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INSERT INTO transfer_match_decisions (
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event_id, revision, effective_at, amount, currency, classification,
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pairing, locked, mode, rule_version, created_at
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) VALUES (?, 1, '2026-07-05T10:00:00', '100000.00', 'CNY', 'intercompany',
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'paired', 0, 'manual', 'test', ?)
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""",
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(event_id, now),
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).lastrowid
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self.connection.execute(
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"INSERT INTO current_transfer_decisions (event_id, decision_id) VALUES (?, ?)",
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(event_id, decision_id),
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)
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self.connection.execute(
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"""
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INSERT INTO transfer_decision_participants (
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decision_id, role, company_id, bank_account_id, resolve_method, created_at
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) VALUES (?, 'payer', ?, NULL, 'manual', ?), (?, 'payee', ?, NULL, 'manual', ?)
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""",
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(decision_id, a, now, decision_id, b, now),
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)
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self.connection.commit()
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items, totals = dashboard.company_summaries(
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self.connection, from_date="2026-01-01", cutoff="2026-08-20"
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)
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self.assertEqual(1, totals["detail_count"])
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by_name = {row["name"]: row for row in items}
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self.assertEqual(1, by_name["甲公司"]["detail_count"])
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self.assertEqual("10.00", by_name["甲公司"]["debit_wan"])
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self.assertEqual("-10.00", by_name["甲公司"]["net_wan"])
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self.assertEqual("10.00", by_name["乙公司"]["credit_wan"])
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self.assertEqual("10.00", by_name["乙公司"]["net_wan"])
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detail = dashboard.company_peer_groups(
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self.connection, int(a), from_date="2026-01-01", cutoff="2026-08-20"
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)
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self.assertEqual(1, len(detail["groups"]))
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self.assertEqual("乙公司", detail["groups"][0]["peer_name"])
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self.assertIsNone(detail["groups"][0]["opening"])
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class DashboardApiTests(unittest.TestCase):
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@classmethod
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def setUpClass(cls) -> None:
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cls.temp_dir = tempfile.TemporaryDirectory()
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root = Path(cls.temp_dir.name)
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cls.db_path = root / "app.db"
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cls.storage = root / "files"
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cls._old_db_path = server.DB_PATH
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cls._old_storage = server.STORAGE_DIR
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server.DB_PATH = cls.db_path
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server.STORAGE_DIR = cls.storage
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os.environ["APP_BOOTSTRAP_ADMIN_PASSWORD"] = BOOTSTRAP_PASSWORD
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connection = connect(cls.db_path)
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migrate(connection)
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assert server.ensure_bootstrap_admin(connection) is None
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connection.close()
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class QuietHandler(server.AppHandler):
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def log_message(self, *args) -> None:
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pass
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cls.httpd = server.ThreadingHTTPServer(("127.0.0.1", 0), QuietHandler)
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cls.port = cls.httpd.server_address[1]
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cls.thread = threading.Thread(target=cls.httpd.serve_forever, daemon=True)
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cls.thread.start()
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cls.admin = Client("127.0.0.1", cls.port)
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status, _, data = cls.admin.post_json(
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"/api/login",
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{"username": "group-admin", "password": BOOTSTRAP_PASSWORD, "portal": "admin"},
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)
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assert status == 200, data
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status, _, data = cls.admin.post_json(
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"/api/password/change",
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{"old_password": BOOTSTRAP_PASSWORD, "new_password": ADMIN_PASSWORD},
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)
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assert status == 200, data
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status, _, data = cls.admin.post_json(
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"/api/admin/companies", {"name": "甲公司", "username": "cashier-a"}
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)
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assert status == 200, data
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@classmethod
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def tearDownClass(cls) -> None:
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cls.httpd.shutdown()
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cls.httpd.server_close()
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server.DB_PATH = cls._old_db_path
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server.STORAGE_DIR = cls._old_storage
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cls.temp_dir.cleanup()
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def test_dashboard_ok_for_admin(self) -> None:
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status, _, raw = self.admin.get(
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"/api/admin/dashboard?from=2026-01-01&cutoff=2026-08-20"
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)
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data = as_json(raw)
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self.assertEqual(200, status)
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self.assertEqual("ok", data["status"])
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self.assertIn("audit", data)
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self.assertEqual(1, len(data["companies"]))
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self.assertEqual("甲公司", data["companies"][0]["name"])
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def test_company_detail_missing(self) -> None:
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status, _, raw = self.admin.get(
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"/api/admin/dashboard/companies/999999?from=2026-01-01&cutoff=2026-08-20"
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)
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data = as_json(raw)
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self.assertEqual(404, status)
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self.assertEqual("error", data["status"])
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def test_company_detail_ok(self) -> None:
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status, _, raw = self.admin.get("/api/admin/dashboard")
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data = as_json(raw)
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company_id = data["companies"][0]["id"]
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status, _, raw = self.admin.get(
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f"/api/admin/dashboard/companies/{company_id}?from=2026-01-01&cutoff=2026-08-20"
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)
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detail = as_json(raw)
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self.assertEqual(200, status)
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self.assertEqual([], detail["groups"])
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if __name__ == "__main__":
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unittest.main()
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