baodan/tests/ppt_poster_optimization_test.py

231 lines
7.9 KiB
Python
Raw Normal View History

主要完成内容: 修复 PPT 异步任务无法生成的问题,包括任务变量引用错误、失败状态回写、心跳缺失任务恢复。 脱敏改为保司/产品后台统一配置,生成端不再让用户选择;任务创建时保存策略快照。 保司支持独立控制 PPT、海报 Logo 显示。 PPT 核验新增吸烟状态、币种及三个条件字段。 利益演示、退保提取调整为警告,不再阻止生成。 PPT 生成完成后可以直接返回数据核验页修改。 建立不同险种、单图/长图共六套海报字段画像。 PPT“生成场景”支持后台新增、启停和删除。 保司、产品、PPT 模板、文案模板均支持安全删除。 内置模板禁止删除,只允许停用;存在关联数据时拒绝危险删除。 补充策略变更及删除审计日志。 更新 API 文档、部署文档及修复计划实施记录。 关键交付文件: [数据库迁移 migrate_027.py](D:/work/code/python/coding/baodanagent/api/insurance/db/migrate_027.py) [海报字段画像 field_profiles.py](D:/work/code/python/coding/baodanagent/api/insurance/poster/field_profiles.py) [动态场景服务 scenarios.py](D:/work/code/python/coding/baodanagent/api/insurance/ppt/scenarios.py) [新增回归测试](D:/work/code/python/coding/baodanagent/tests/ppt_poster_optimization_test.py) [优化修复计划书](D:/work/code/python/coding/baodanagent/docs/保险智能客服系统_PPT与海报优化修复计划书_20260731.md) 验证结果: 核心链路测试:37 passed,1 skipped 扩展回归测试:140 passed PPT 渲染器测试:6 passed 前端生产构建:通过 Python 编译检查:通过 完整测试集:190 passed,1 failed 唯一失败为 tests/test_chat_save.py::test_chat_logs_query 未建立 Flask application context,与本次 PPT/海报链路无关。
2026-07-31 14:10:24 +08:00
"""PPT/海报优化规则回归测试。"""
import sys
from pathlib import Path
sys.path.insert(0, str(Path(__file__).resolve().parents[1] / "api"))
def test_currency_aliases_and_unknown_are_not_fabricated():
from insurance.ppt.normalizer import _normalize_currency
assert _normalize_currency("USB") == "USD"
assert _normalize_currency("RMB") == "CNY"
assert _normalize_currency("") == "CNY"
assert _normalize_currency("XYZ") is None
assert _normalize_currency(None) is None
def test_optional_review_fields_are_normalized_without_becoming_required():
from insurance.ppt.normalizer import normalize_savings_plan
plan = normalize_savings_plan({
"product_name": "储蓄计划",
"insured": {"age": 35, "gender": "", "smoker": ""},
"policy": {
"currency": "RMB",
"annual_premium": 10000,
"premium_payment_period": 5,
"basic_plan_annual_premium": 9000,
"basic_sum_insured": 500000,
"first_year_amount_due": 9800,
},
})
assert plan["insured"]["smoker"] == "no"
assert plan["policy"]["currency"] == "CNY"
assert plan["policy"]["basicPlanAnnualPremium"] == 9000
assert plan["policy"]["basicSumInsured"] == 500000
assert plan["policy"]["firstYearAmountDue"] == 9800
def test_benefit_and_withdrawal_issues_never_block_savings_generation():
from insurance.ppt.validator import validate_formal_savings_plan
issues = validate_formal_savings_plan({
"productName": "储蓄计划",
"insured": {"age": 35, "smoker": "no"},
"policy": {"currency": "USD", "annualPremium": 10000, "payYears": 5},
"benefitRows": [
{
"policyYear": 1,
"guaranteedCashValue": 100,
"totalSurrenderValue": 50,
}
],
"withdrawalRows": [{"policyYear": 1}, {"policyYear": 3}],
"source": {"pdfHash": "hash"},
})
affected = [
issue for issue in issues
if issue.section in ("benefitRows", "withdrawalRows")
]
assert affected
assert all(issue.level == "warn" for issue in affected)
def test_brand_policy_controls_company_product_and_logo_independently():
from insurance.ppt.masking import apply_brand_policy, build_brand_policy
company = {
"id": "c1",
"displayName": "真实保司",
"maskedDisplayName": "保X",
"maskingEnabled": True,
"logoEnabled": False,
"logoUrl": "/logo.png",
}
product = {
"id": "p1",
"displayName": "真实产品",
"maskedDisplayName": "产X",
"maskingEnabled": False,
}
policy = build_brand_policy(company, [product])
masked_company, masked_product = apply_brand_policy(company, product, policy)
assert masked_company["displayName"] == "保X"
assert masked_company["logoUrl"] == ""
assert masked_product["displayName"] == "真实产品"
def test_all_six_core_poster_profiles_have_distinct_content_budgets():
from insurance.poster.field_profiles import get_field_profile
profiles = {
(plan_type, output_mode): get_field_profile(plan_type, output_mode)
for plan_type in ("savings", "ci", "iul")
for output_mode in ("single", "long")
}
assert len(profiles) == 6
for plan_type in ("savings", "ci", "iul"):
assert profiles[(plan_type, "single")]["maxFeatureCount"] == 3
assert profiles[(plan_type, "long")]["maxFeatureCount"] == 6
def test_single_poster_never_contains_full_benefit_table():
from insurance.poster.content_builder import build_poster_content
rows = [
{"policy_year": year, "total_surrender": year * 1000}
for year in range(1, 31)
]
content = build_poster_content(
{"benefit_illustration": rows},
{"features": [{"title": str(index)} for index in range(8)]},
output_mode="single",
plan_type="savings",
)
assert len(content["benefit_table"]) <= 1
assert len(content["features"]) <= 3
def test_custom_scenario_is_compatible_only_with_its_calculation_mode(monkeypatch):
from insurance.ppt import scenarios
monkeypatch.setattr(scenarios, "get_scenario_config", lambda _code: {
"generationMode": "single",
"baseScenario": None,
})
assert scenarios.template_scenario_compatible("retirement", "generic_single")
assert not scenarios.template_scenario_compatible("retirement", "generic_compare")
已按计划书完成本轮核心 P0/P1 修复,覆盖用户反馈的三个主要问题。 主要结果: PPT: 已完成步骤可自由返回,刷新后保留当前步骤。 结果页改为固定三栏视口,缩略图和质量面板独立滚动。 修复画布宽度计算和宽高自适应缩放。 返回配置页时恢复上次模板。 Worker 禁止静默替换模板,不兼容时明确失败。 结果页显示实际应用的模板。 海报解析与合规: 修复 insured/policy 嵌套字段映射。 增加 partial/failed 解析质量判断和缺失字段提示。 传入险种、产品、保司和别名上下文。 修复性别、币种归一化和错误字段计数。 新增服务端字符级合规接口与生成前复检。 不合规文字可高亮、点击定位并选中对应文字。 海报编辑: AI 图片现在作为背景资产,不再替换整个海报。 单图、长图生成后仍可编辑标题、正文、CTA、数据和卖点。 背景生成失败不会清空当前编辑内容。 下载时合成背景、文字、数据、图表和免责声明。 增加可编辑文档快照、最终 PNG 保存和历史继续编辑。 新增数据库迁移:[migrate_028.py](/D:/work/code/python/coding/baodanagent/api/insurance/db/migrate_028.py) 验证结果: 专项及相关后端测试:26 passed, 1 skipped Python 全模块编译检查:通过 前端生产构建:通过 git diff --check:通过 全量测试收集受本机缺少 python-pptx 依赖影响,报错为 ModuleNotFoundError: pptx,不是本次修改产生的测试失败。
2026-07-31 15:20:37 +08:00
def test_poster_case_mapping_reads_nested_insured_and_policy_fields():
from insurance.poster.tasks import _map_extract_plan_fields
mapped = _map_extract_plan_fields({
"insured": {"age": 35, "gender": "female"},
"policy": {
"currency": "RMB",
"sum_insured": 500000,
"annual_premium": 100000,
"premium_payment_period": 5,
"coverage_period": "终身",
},
"benefit_illustration": [{"policy_year": 10, "total_surrender_value": 800000}],
}, "savings", "success")
assert mapped["age"] == 35
assert mapped["gender"] == ""
assert mapped["currency"] == "CNY"
assert mapped["sum_assured"] == 500000
assert mapped["annual_premium"] == 100000
assert mapped["premium_term"] == 5
assert mapped["coverage_period"] == "终身"
assert mapped["benefit_table"][0]["policy_year"] == 10
assert mapped["meta"]["status"] == "parsed"
def test_poster_case_mapping_does_not_report_empty_result_as_parsed():
from insurance.poster.tasks import _map_extract_plan_fields
mapped = _map_extract_plan_fields({}, "savings", "partial")
assert mapped["meta"]["status"] == "failed"
assert mapped["meta"]["validFieldCount"] == 0
assert "age" in mapped["meta"]["missingFields"]
def test_poster_compliance_returns_all_character_ranges_and_revision():
from insurance.poster.compliance import check_copy_compliance
result = check_copy_compliance({
"headline": "保证收益",
"body": "并非无风险,也不是零风险。",
"call_to_action": "立即咨询",
})
assert result["status"] == "block"
assert result["revision"]
assert [(issue["field"], issue["text"]) for issue in result["issues"]] == [
("headline", "保证"),
("body", "无风险"),
("body", "零风险"),
]
assert result["issues"][0]["start"] == 0
assert result["issues"][0]["end"] == 2
def test_poster_compliance_warns_and_returns_direct_replacement():
from insurance.poster.compliance import check_copy_compliance
result = check_copy_compliance({
"headline": "行业领先的保障方案",
"body": "具体内容以正式合同为准。",
"call_to_action": "了解详情",
})
assert result["status"] == "warn"
assert result["issues"][0]["severity"] == "warn"
assert result["issues"][0]["replacement"] == "具有特色"
def test_poster_generation_requires_template_before_other_processing():
from insurance.poster.service import PosterService
result = PosterService().generate_poster("user-1", {
"copyContent": {
"headline": "保障方案",
"body": "具体内容以正式合同为准。",
"call_to_action": "了解详情",
},
})
assert result == {"code": 1001, "message": "请选择海报模板", "data": None}
def test_poster_case_mapping_preserves_parse_diagnostics():
from insurance.poster.tasks import _map_extract_plan_fields
mapped = _map_extract_plan_fields({
"insured": {"age": 35},
"policy": {"currency": "USD", "annual_premium": 10000, "premium_payment_period": 5},
"_meta": {"method": "regex+ocr", "low_quality_pages": [3, 8]},
"_provenance": {"insured.age": {"source": "ocr", "confidence": 0.8}},
}, "savings", "partial")
assert mapped["meta"]["method"] == "regex+ocr"
assert mapped["meta"]["lowQualityPages"] == [3, 8]
assert mapped["meta"]["provenance"]["insured.age"]["confidence"] == 0.8