565 lines
18 KiB
Python
565 lines
18 KiB
Python
"""发票与支付记录匹配模块单元测试
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覆盖范围：
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- 辅助函数：_safe_float, _relative_tolerance, _build_invoice_summary
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- 一对一匹配：精确匹配、容差内匹配、容差外不匹配
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- 一对多匹配：精确匹配阶段、贪心匹配阶段、回滚逻辑
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- 记录构建：_build_payment_records, _invoices_to_records
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- 端到端：match_invoices_to_cards（直接传入分类好的支付记录）
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"""
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from __future__ import annotations
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from typing import Any
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from src.doc.matcher import (
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_build_invoice_summary,
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_build_payment_records,
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_invoices_to_records,
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_match,
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_match_one_to_many,
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_match_one_to_one,
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_relative_tolerance,
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_safe_float,
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match_invoices_to_cards,
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)
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# 字段键名（与源码中的字符串字面量保持一致）
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K_INVOICE_TYPE = "invoice_type"
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K_INVOICE_NUMBER = "invoice_number"
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K_TOTAL_AMOUNT = "total_amount"
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K_ITEM_NAME = "item_name"
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K_PERSON_NAME = "person_name"
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K_CARD_DATE = "card_date"
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K_CARD_NO = "card_no"
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K_CARD_AMOUNT = "card_amount"
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K_MATCHED_INVOICES = "_matched_invoices"
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K_RELATIVE_INVOICE_COUNT = "relative_invoice_count"
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K_INVOICE_DETAIL = "invoice_detail"
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K_REMARK = "remark"
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K_SOURCE_FILE = "source_file"
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INVOICE_TYPE_TRAIN = "train"
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INVOICE_TYPE_HOTEL = "hotel"
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INVOICE_TYPE_GENERAL = "general"
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# ------------------------------------------------------------------
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# Fixture helpers
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# ------------------------------------------------------------------
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def _make_invoice(number: str, amount: float, inv_type: str = INVOICE_TYPE_GENERAL) -> dict[str, Any]:
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inv: dict[str, Any] = {
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K_INVOICE_NUMBER: number,
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K_INVOICE_TYPE: inv_type,
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K_TOTAL_AMOUNT: str(amount),
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}
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if inv_type == INVOICE_TYPE_TRAIN:
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inv[K_PERSON_NAME] = f"person{number}"
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elif inv_type == INVOICE_TYPE_GENERAL:
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inv[K_ITEM_NAME] = f"item{number}"
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return inv
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def _make_card(date: str, amount: float, card_no: str = "6228480000000000") -> dict[str, Any]:
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return {
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K_CARD_DATE: date,
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K_CARD_NO: card_no,
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K_CARD_AMOUNT: str(amount),
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K_SOURCE_FILE: "card.png",
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}
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# ------------------------------------------------------------------
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# 辅助函数
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# ------------------------------------------------------------------
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class TestSafeFloat:
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"""安全浮点转换"""
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def test_normal_string(self):
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assert _safe_float("123.45") == 123.45
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def test_with_comma(self):
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assert _safe_float("1,234.56") == 1234.56
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def test_none_returns_default(self):
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assert _safe_float(None) == 0.0
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def test_empty_string_returns_default(self):
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assert _safe_float("") == 0.0
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def test_whitespace_returns_default(self):
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assert _safe_float(" ") == 0.0
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def test_invalid_string_returns_default(self):
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assert _safe_float("abc") == 0.0
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def test_custom_default(self):
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assert _safe_float(None, default=-1.0) == -1.0
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def test_int_input(self):
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assert _safe_float(42) == 42.0
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class TestRelativeTolerance:
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"""相对容差计算"""
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def test_default_rate(self):
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assert _relative_tolerance(1000) == 30.0
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def test_custom_rate(self):
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assert _relative_tolerance(1000, 0.03) == 30.0
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def test_negative_base(self):
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assert _relative_tolerance(-200, 0.03) == 6.0
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def test_zero_base(self):
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assert _relative_tolerance(0, 0.03) == 0.0
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class TestBuildInvoiceSummary:
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"""发票汇总字符串"""
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def test_single_invoice(self):
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invoices = [_make_invoice("INV001", 100.0)]
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result = _build_invoice_summary(invoices)
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assert "INV001" in result
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assert "100.0" in result
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def test_multiple_invoices(self):
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invoices = [
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_make_invoice("INV001", 100.0),
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_make_invoice("INV002", 200.0),
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]
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result = _build_invoice_summary(invoices)
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assert " | " in result
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assert "INV001" in result
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assert "INV002" in result
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def test_train_uses_person_name(self):
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invoices = [_make_invoice("TRAIN001", 500.0, INVOICE_TYPE_TRAIN)]
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result = _build_invoice_summary(invoices)
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assert "personTRAIN001" in result
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assert INVOICE_TYPE_TRAIN in result
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def test_hotel_uses_fixed_label(self):
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invoices = [_make_invoice("HOTEL001", 800.0, INVOICE_TYPE_HOTEL)]
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result = _build_invoice_summary(invoices)
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assert "hotel[hotel]" in result
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def test_general_uses_project_name(self):
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invoices = [_make_invoice("INV001", 100.0, INVOICE_TYPE_GENERAL)]
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result = _build_invoice_summary(invoices)
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assert "itemINV001" in result
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def test_missing_fields_falls_back_to_number(self):
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inv = {K_INVOICE_NUMBER: "INV001", K_TOTAL_AMOUNT: "50.0"}
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result = _build_invoice_summary([inv])
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assert "INV001" in result
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def test_empty_invoices_returns_empty(self):
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result = _build_invoice_summary([])
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assert result == ""
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# ------------------------------------------------------------------
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# 一对一匹配
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# ------------------------------------------------------------------
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class TestMatchOneToOne:
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"""一对一匹配"""
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def test_exact_match(self):
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invoices = [_make_invoice("A", 500), _make_invoice("B", 300)]
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cards = [_make_card("2026-01-01", 500), _make_card("2026-01-02", 300)]
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for inv in invoices:
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inv["_amount"] = _safe_float(inv[K_TOTAL_AMOUNT])
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for card in cards:
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card["_amount"] = _safe_float(card[K_CARD_AMOUNT])
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assigned: set[int] = set()
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result: dict[int, list[int]] = {}
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_match_one_to_one(invoices, cards, 0.03, assigned, result)
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assert 0 in result
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assert 1 in result
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assert result[0] == [0]
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assert result[1] == [1]
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def test_within_tolerance(self):
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invoices = [_make_invoice("A", 500)]
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cards = [_make_card("2026-01-01", 490)]
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for inv in invoices:
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inv["_amount"] = _safe_float(inv[K_TOTAL_AMOUNT])
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for card in cards:
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card["_amount"] = _safe_float(card[K_CARD_AMOUNT])
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assigned: set[int] = set()
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result: dict[int, list[int]] = {}
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_match_one_to_one(invoices, cards, 0.03, assigned, result)
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assert 0 in result
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def test_outside_tolerance_no_match(self):
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invoices = [_make_invoice("A", 500)]
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cards = [_make_card("2026-01-01", 400)]
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for inv in invoices:
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inv["_amount"] = _safe_float(inv[K_TOTAL_AMOUNT])
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for card in cards:
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card["_amount"] = _safe_float(card[K_CARD_AMOUNT])
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assigned: set[int] = set()
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result: dict[int, list[int]] = {}
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_match_one_to_one(invoices, cards, 0.03, assigned, result)
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assert 0 not in result
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def test_sorted_by_amount_desc(self):
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invoices = [_make_invoice("A", 100), _make_invoice("B", 500)]
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cards = [_make_card("2026-01-01", 100), _make_card("2026-01-02", 500)]
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for inv in invoices:
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inv["_amount"] = _safe_float(inv[K_TOTAL_AMOUNT])
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for card in cards:
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card["_amount"] = _safe_float(card[K_CARD_AMOUNT])
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invoices.sort(key=lambda i: i["_amount"], reverse=True)
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cards.sort(key=lambda c: c["_amount"], reverse=True)
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assigned: set[int] = set()
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result: dict[int, list[int]] = {}
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_match_one_to_one(invoices, cards, 0.03, assigned, result)
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assert len(result) == 2
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# ------------------------------------------------------------------
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# 一对多匹配
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# ------------------------------------------------------------------
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class TestMatchOneToMany:
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"""一对多匹配"""
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def _prepare(self, invoices, cards):
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for inv in invoices:
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inv["_amount"] = _safe_float(inv[K_TOTAL_AMOUNT])
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for card in cards:
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card["_amount"] = _safe_float(card[K_CARD_AMOUNT])
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invoices.sort(key=lambda i: i["_amount"], reverse=True)
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cards.sort(key=lambda c: c["_amount"], reverse=True)
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def test_exact_match_phase(self):
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invoices = [
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_make_invoice("A", 500),
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_make_invoice("B", 300),
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_make_invoice("C", 200),
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]
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cards = [_make_card("2026-01-01", 500)]
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self._prepare(invoices, cards)
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assigned: set[int] = set()
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result: dict[int, list[int]] = {}
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_match_one_to_many(invoices, cards, 0.03, assigned, result)
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assert 0 in result
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matched_inv = invoices[result[0][0]]
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assert matched_inv["_amount"] == 500.0
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def test_greedy_match_multiple_invoices(self):
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invoices = [
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_make_invoice("A", 300),
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_make_invoice("B", 200),
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_make_invoice("C", 100),
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]
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cards = [_make_card("2026-01-01", 500)]
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self._prepare(invoices, cards)
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assigned: set[int] = set()
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result: dict[int, list[int]] = {}
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_match_one_to_many(invoices, cards, 0.03, assigned, result)
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assert 0 in result
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assert len(result[0]) == 2
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def test_greedy_with_remaining_invoice(self):
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invoices = [
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_make_invoice("A", 300),
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_make_invoice("B", 200),
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_make_invoice("C", 100),
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]
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cards = [_make_card("2026-01-01", 500)]
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self._prepare(invoices, cards)
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assigned: set[int] = set()
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result: dict[int, list[int]] = {}
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_match_one_to_many(invoices, cards, 0.03, assigned, result)
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assert 0 in result
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assert len(assigned) == 2
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def test_rollback_when_over_shooting(self):
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invoices = [
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_make_invoice("A", 600),
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_make_invoice("B", 500),
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]
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cards = [_make_card("2026-01-01", 1000)]
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self._prepare(invoices, cards)
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assigned: set[int] = set()
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result: dict[int, list[int]] = {}
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_match_one_to_many(invoices, cards, 0.03, assigned, result)
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assert 0 in result
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assert len(result[0]) == 1
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def test_zero_amount_card_skipped(self):
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invoices = [_make_invoice("A", 100)]
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cards = [_make_card("2026-01-01", 0)]
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self._prepare(invoices, cards)
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assigned: set[int] = set()
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result: dict[int, list[int]] = {}
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_match_one_to_many(invoices, cards, 0.03, assigned, result)
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assert 0 not in result
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def test_zero_amount_invoice_skipped(self):
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invoices = [
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_make_invoice("A", 100),
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_make_invoice("B", 0),
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]
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cards = [_make_card("2026-01-01", 100)]
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self._prepare(invoices, cards)
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assigned: set[int] = set()
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result: dict[int, list[int]] = {}
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_match_one_to_many(invoices, cards, 0.03, assigned, result)
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assert 0 in result
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matched_inv = invoices[result[0][0]]
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assert matched_inv["_amount"] == 100.0
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def test_multiple_cards_greedy(self):
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invoices = [
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_make_invoice("A", 300),
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_make_invoice("B", 200),
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_make_invoice("C", 150),
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_make_invoice("D", 100),
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]
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cards = [
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_make_card("2026-01-01", 500),
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_make_card("2026-01-02", 150),
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]
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self._prepare(invoices, cards)
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assigned: set[int] = set()
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result: dict[int, list[int]] = {}
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_match_one_to_many(invoices, cards, 0.03, assigned, result)
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assert 0 in result
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assert 1 in result
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# ------------------------------------------------------------------
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# _match 路由
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# ------------------------------------------------------------------
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class TestMatchRouter:
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"""_match 根据数量选择策略"""
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def _prepare(self, invoices, cards):
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for inv in invoices:
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inv["_amount"] = _safe_float(inv[K_TOTAL_AMOUNT])
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for card in cards:
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card["_amount"] = _safe_float(card[K_CARD_AMOUNT])
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invoices.sort(key=lambda i: i["_amount"], reverse=True)
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cards.sort(key=lambda c: c["_amount"], reverse=True)
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def test_equal_count_routes_to_one_to_one(self):
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invoices = [_make_invoice("A", 500)]
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cards = [_make_card("2026-01-01", 500)]
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self._prepare(invoices, cards)
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result = _match(cards, invoices, 0.03)
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assert 0 in result
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def test_more_invoices_routes_to_one_to_many(self):
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invoices = [_make_invoice("A", 300), _make_invoice("B", 200)]
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cards = [_make_card("2026-01-01", 500)]
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self._prepare(invoices, cards)
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result = _match(cards, invoices, 0.03)
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assert 0 in result
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# ------------------------------------------------------------------
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# 记录构建
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# ------------------------------------------------------------------
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class TestBuildPaymentRecords:
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"""构建支付记录列表"""
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def _prepare(self, invoices, cards):
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for inv in invoices:
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inv["_amount"] = _safe_float(inv[K_TOTAL_AMOUNT])
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for card in cards:
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card["_amount"] = _safe_float(card[K_CARD_AMOUNT])
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def test_matched_records_have_card_info(self):
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invoices = [_make_invoice("A", 500)]
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cards = [_make_card("2026-01-01", 500)]
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self._prepare(invoices, cards)
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card_to_invoices = {0: [0]}
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records = _build_payment_records(cards, invoices, card_to_invoices)
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assert len(records) == 1
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assert records[0][K_CARD_DATE] == "2026-01-01"
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assert records[0][K_RELATIVE_INVOICE_COUNT] == "1"
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assert "unmatched" not in records[0][K_REMARK]
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def test_unmatched_invoices_become_separate_records(self):
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invoices = [_make_invoice("A", 500), _make_invoice("B", 300)]
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cards = [_make_card("2026-01-01", 500)]
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self._prepare(invoices, cards)
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card_to_invoices = {0: [0]}
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records = _build_payment_records(cards, invoices, card_to_invoices)
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assert len(records) == 2
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unmatched = [r for r in records if r[K_REMARK] == "unmatched"]
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assert len(unmatched) == 1
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def test_empty_mapping_returns_no_records(self):
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invoices = []
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cards = []
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records = _build_payment_records(cards, invoices, {})
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assert records == []
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class TestInvoicesToRecords:
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"""无刷卡记录时将发票转为独立记录"""
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def test_single_invoice(self):
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invoices = [_make_invoice("A", 100)]
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records = _invoices_to_records(invoices)
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assert len(records) == 1
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assert records[0][K_RELATIVE_INVOICE_COUNT] == "1"
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def test_multiple_invoices(self):
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invoices = [_make_invoice("A", 100), _make_invoice("B", 200)]
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records = _invoices_to_records(invoices)
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assert len(records) == 2
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def test_empty_invoices(self):
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records = _invoices_to_records([])
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assert records == []
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# ------------------------------------------------------------------
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# 端到端集成
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# ------------------------------------------------------------------
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class TestMatchInvoicesToCards:
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"""match_invoices_to_cards 端到端测试"""
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def test_no_cards_returns_invoice_records(self):
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invoices = [_make_invoice("A", 100), _make_invoice("B", 200)]
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result = match_invoices_to_cards(invoices, cards=None)
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assert len(result) == 2
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for rec in result:
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assert rec[K_CARD_DATE] == ""
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assert rec[K_CARD_NO] == ""
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def test_one_to_one_end_to_end(self):
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cards = [
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{
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K_CARD_DATE: "2026-01-01",
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K_CARD_NO: "6228480000000000",
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K_CARD_AMOUNT: "500.00",
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}
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]
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invoices = [_make_invoice("A", 500)]
|
||
result = match_invoices_to_cards(invoices, cards=cards)
|
||
|
||
assert len(result) == 1
|
||
assert result[0][K_CARD_DATE] == "2026-01-01"
|
||
assert result[0][K_RELATIVE_INVOICE_COUNT] == "1"
|
||
assert "_amount" not in result[0]
|
||
|
||
def test_one_to_many_end_to_end(self):
|
||
cards = [
|
||
{
|
||
K_CARD_DATE: "2026-01-01",
|
||
K_CARD_NO: "6228480000000000",
|
||
K_CARD_AMOUNT: "500.00",
|
||
}
|
||
]
|
||
invoices = [
|
||
_make_invoice("A", 300),
|
||
_make_invoice("B", 200),
|
||
]
|
||
result = match_invoices_to_cards(invoices, cards=cards)
|
||
|
||
assert len(result) == 1
|
||
assert result[0][K_RELATIVE_INVOICE_COUNT] == "2"
|
||
|
||
def test_unmatched_invoices_included(self):
|
||
cards = [
|
||
{
|
||
K_CARD_DATE: "2026-01-01",
|
||
K_CARD_NO: "6228480000000000",
|
||
K_CARD_AMOUNT: "500.00",
|
||
}
|
||
]
|
||
invoices = [
|
||
_make_invoice("A", 500),
|
||
_make_invoice("B", 100),
|
||
]
|
||
result = match_invoices_to_cards(invoices, cards=cards)
|
||
|
||
assert len(result) == 2
|
||
unmatched = [r for r in result if r[K_REMARK] == "unmatched"]
|
||
assert len(unmatched) == 1
|
||
|
||
def test_internal_fields_cleaned(self):
|
||
cards = [
|
||
{
|
||
K_CARD_DATE: "2026-01-01",
|
||
K_CARD_NO: "6228480000000000",
|
||
K_CARD_AMOUNT: "500.00",
|
||
}
|
||
]
|
||
invoices = [_make_invoice("A", 500)]
|
||
result = match_invoices_to_cards(invoices, cards=cards)
|
||
|
||
for inv in result[0][K_MATCHED_INVOICES]:
|
||
assert "_amount" not in inv
|
||
|
||
def test_empty_cards_list(self):
|
||
invoices = [_make_invoice("A", 100)]
|
||
result = match_invoices_to_cards(invoices, cards=[])
|
||
|
||
assert len(result) == 1
|
||
assert result[0][K_CARD_DATE] == ""
|
||
|
||
def test_multiple_cards(self):
|
||
cards = [
|
||
{K_CARD_DATE: "2026-01-01", K_CARD_NO: "6228480000000001", K_CARD_AMOUNT: "500.00"},
|
||
{K_CARD_DATE: "2026-01-02", K_CARD_NO: "6228480000000002", K_CARD_AMOUNT: "300.00"},
|
||
]
|
||
invoices = [
|
||
_make_invoice("A", 500),
|
||
_make_invoice("B", 300),
|
||
]
|
||
result = match_invoices_to_cards(invoices, cards=cards)
|
||
|
||
assert len(result) == 2
|