81c58798d2
- 需人工核对：份数、密封、递交、CA 签章加密、解密、保证金这类文件里看不出来的要求， 从正式清单按主题合并、带招标原文出处；manual-checks 接口按项目存勾选、写勾选人和时间， 复查沿用；查标页加「需人工核对」一块，覆盖范围写明列了几条 - 「报价」类清单项：读标从采购需求的清单表规则读出分项 / 单价上限（checklist/price.py）； 查标交给规则 PRICE.OVER_CEILING_ITEM 比对分项报价表，不交给模型；规则集 2026.11-r2 - 版面工具（分页、分行、归栏）挪到 document/pipeline/layout.py，读标和查标共用 - 评测：price_defects.py 从规矩投标文件派生只带报价问题的 4 份（P01、P02、P03） Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
342 lines
18 KiB
Python
342 lines
18 KiB
Python
"""查标第 1 步（m3-plan §5）：上传投标文件 → 检查 → 处理问题 → 复查后状态沿用；以及检查的计费（红线 9）。
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假模型按字面重合判断有没有响应，结论没有参考价值；这里验证的是链路、证据、状态沿用和计费。
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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 uuid import UUID
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import httpx
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from sqlalchemy import text
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from tests.conftest import FIXTURES, User, balance, project_with_tender, register, run_parse, upload
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async def upload_bid(u: User, project_id: str, fixture: str, replaces: str | None = None) -> dict[str, Any]:
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done = await upload(u, fixture, (FIXTURES / fixture).read_bytes())
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assert done.status_code == 200, done.text
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body: dict[str, Any] = {"upload_id": done.json()["id"], "role": "bid_volume", "volume_kind": "technical"}
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if replaces:
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body["replaces_document_id"] = replaces
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r = await u.post(f"/projects/{project_id}/documents", json=body)
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assert r.status_code == 201, r.text
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return r.json()
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async def run_check(u: User, project_id: str, doc_ids: list[str], expected: int = 0) -> dict[str, Any]:
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"""发起检查，并在测试进程里直接跑流水线（不经过 worker）。"""
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from bid_doctor.check import runner
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r = await u.post(f"/projects/{project_id}/check-runs", json={"document_ids": doc_ids, "expected_charge": expected})
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assert r.status_code == 201, r.text
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await runner.run(UUID(u.tenant_id), UUID(r.json()["id"]))
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return (await u.get(f"/check-runs/{r.json()['id']}")).json()
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async def checked_project(u: User) -> tuple[str, dict[str, Any], dict[str, Any]]:
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project_id, tender_id = await project_with_tender(u)
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assert (await run_parse(u, tender_id))["status"] == "succeeded"
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bid = await upload_bid(u, project_id, "bid-mini-v1.pdf")
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run = await run_check(u, project_id, [bid["id"]])
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assert run["status"] == "succeeded", run
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return project_id, bid, run
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async def findings(u: User, run_id: str) -> list[dict[str, Any]]:
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return (await u.get(f"/check-runs/{run_id}/findings")).json()["items"]
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async def use_pro_plan(u: User) -> None:
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from bid_doctor.core.db import TenantContext, tenant_tx
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ctx = TenantContext(tenant_id=UUID(u.tenant_id), user_id=UUID(str(u.me["user"]["id"])))
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async with tenant_tx(ctx) as s:
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await s.execute(text("UPDATE subscription SET plan_code = 'pro' WHERE tenant_id = :t"), {"t": u.tenant_id})
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async def test_check_flow(user: User) -> None:
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project_id, tender_id = await project_with_tender(user)
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await run_parse(user, tender_id)
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preview = (await user.get(f"/projects/{project_id}/check-preview")).json()
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assert preview["blockers"] == ["no_bid_documents"] and not preview["can_start"]
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bid = await upload_bid(user, project_id, "bid-mini-v1.pdf")
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assert bid["label"] == "技术分册" and bid["volume_kind"] == "technical" and bid["is_latest_version"]
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preview = (await user.get(f"/projects/{project_id}/check-preview")).json()
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assert preview["can_start"] and preview["billing"] == "free_plan" and preview["charge"] == 0
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assert preview["checklist_confirmed"] is False and [d["id"] for d in preview["bid_documents"]] == [bid["id"]]
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run = await run_check(user, project_id, [bid["id"]])
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assert run["status"] == "succeeded" and run["is_latest"] and run["checklist_confirmed"] is False
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assert run["counts"] == {"fatal": 1, "important": 0, "hint": 0, "open_fatal": 1, "resolved_this_run": 0, "new": 1}
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assert "清单未确认，检查结果以当前清单为准" in run["coverage"]["not_checked"]
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assert run["coverage"]["items"]["checked"] == 3
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(f,) = await findings(user, run["id"])
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assert f["type"] == "unresponded" and f["severity"] == "fatal" and f["presence"] == "new"
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assert "BFD" in f["title"] and f["detector"] == "ai" and f["checklist_item"]["importance"] == "substantive"
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assert f["tender_citations"][0]["quote"].startswith("★交换机") and f["bid_citations"] == []
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assert f["search_scope"]["documents"] == ["技术分册"]
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assert "建议" not in f["explanation"] # 只写事实和出处，不写整改建议
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# 「已响应」也留结论和出处（C9）
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results = (await user.get(f"/check-runs/{run['id']}/item-results")).json()["items"]
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responded = [r for r in results if r["verdict"] == "responded"]
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assert len(results) == 3 and len(responded) == 2
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for r in responded:
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(c,) = r["bid_citations"]
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assert r["evidence_status"] == "verified" and c["document_label"] == "技术分册" and c["quads"]
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project = (await user.get(f"/projects/{project_id}")).json()
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assert project["status"] == "checked" and project["readiness"] == {
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"status": "checked",
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"open_fatal_count": 1,
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"ready": False,
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}
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notes = (await user.get("/notifications")).json()["items"]
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assert notes[0]["kind"] == "check_succeeded"
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async def test_resolve_and_reopen(user: User) -> None:
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project_id, _, run = await checked_project(user)
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(f,) = await findings(user, run["id"])
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r = await user.post(f"/findings/{f['id']}/resolve", json={"status": "confirmed_ok"})
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assert r.status_code == 422 and r.json()["code"] == "note_required" # 致命问题确认无误也要写说明（U4）
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r = await user.post(f"/findings/{f['id']}/resolve", json={"status": "ignored", "note": " "})
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assert r.status_code == 422 and r.json()["code"] == "note_required"
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r = await user.post(f"/findings/{f['id']}/resolve", json={"status": "confirmed_ok", "note": "附件 5 第 3 页有说明"})
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assert r.status_code == 200, r.text
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body = r.json()
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assert body["finding"]["status"] == "confirmed_ok" and body["finding"]["resolved_by"]["name"] == "张工"
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assert body["project"] == {"status": "checked", "open_fatal_count": 0, "ready": True}
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from bid_doctor.core.db import TenantContext, tenant_tx
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ctx = TenantContext(tenant_id=UUID(user.tenant_id), user_id=UUID(str(user.me["user"]["id"])))
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async with tenant_tx(ctx) as s:
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fb = (await s.execute(text("SELECT object_type, kind, source, note FROM feedback"))).all()
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assert [tuple(x) for x in fb] == [("finding", "false_positive", "fatal_confirm", "附件 5 第 3 页有说明")]
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r = await user.post(f"/findings/{f['id']}/reopen")
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assert r.json()["finding"]["status"] == "pending" and r.json()["project"]["open_fatal_count"] == 1
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r = await user.post(
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f"/check-runs/{run['id']}/findings/bulk-resolve",
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json={"finding_ids": [f["id"]], "status": "ignored", "note": "x"},
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)
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assert r.status_code == 422 and r.json()["code"] == "bulk_only_hint" and r.json()["finding_ids"] == [f["id"]]
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assert (await user.get(f"/projects/{project_id}")).json()["readiness"]["open_fatal_count"] == 1
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async def test_recheck_carries_status_and_resolves(user: User) -> None:
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project_id, bid, first = await checked_project(user)
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(f,) = await findings(user, first["id"])
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await user.post(f"/findings/{f['id']}/resolve", json={"status": "ignored", "note": "BFD 写在附件里"})
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# 同一份投标文件再查：问题还在，沿用上次的处理状态
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second = await run_check(user, project_id, [bid["id"]])
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(g,) = await findings(user, second["id"])
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assert g["presence"] == "carried" and g["status"] == "ignored" and g["carried_status"] == "ignored"
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assert g["resolution_note"] == "BFD 写在附件里" and second["counts"]["open_fatal"] == 0
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# 历史批次只读
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r = await user.post(f"/findings/{f['id']}/reopen")
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assert r.status_code == 409 and r.json()["code"] == "run_superseded"
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# 上次「已修改」又查出来：回到待处理
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await user.post(f"/findings/{g['id']}/resolve", json={"status": "modified"})
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third = await run_check(user, project_id, [bid["id"]])
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(h,) = await findings(user, third["id"])
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assert h["presence"] == "carried" and h["status"] == "pending" and h["carried_status"] == "modified"
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# 换上补了 BFD 的新版本：问题本次已解决
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v2 = await upload_bid(user, project_id, "bid-mini-v2.pdf", replaces=bid["id"])
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assert v2["label"] == "技术分册 v2" and v2["lineage_id"] == bid["lineage_id"]
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assert not (await user.get(f"/documents/{bid['id']}")).json()["is_latest_version"]
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preview = (await user.get(f"/projects/{project_id}/check-preview")).json()
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assert [d["id"] for d in preview["bid_documents"]] == [v2["id"]]
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fourth = await run_check(user, project_id, [v2["id"]])
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(k,) = await findings(user, fourth["id"])
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assert k["presence"] == "resolved" and fourth["counts"]["resolved_this_run"] == 1
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assert fourth["counts"]["fatal"] == 0 and fourth["counts"]["open_fatal"] == 0
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r = await user.post(f"/findings/{k['id']}/resolve", json={"status": "ignored", "note": "x"})
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assert r.status_code == 409 and r.json()["code"] == "finding_resolved_this_run"
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project = (await user.get(f"/projects/{project_id}")).json()
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assert project["readiness"]["ready"] is True and project["latest_check_run_id"] == fourth["id"]
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async def test_pro_plan_charges_then_waives_recheck(app_client: httpx.AsyncClient) -> None:
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u = await register(app_client)
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await use_pro_plan(u)
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project_id, tender_id = await project_with_tender(u)
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await run_parse(u, tender_id)
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bid = await upload_bid(u, project_id, "bid-mini-v1.pdf")
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assert await balance(u) == 2
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preview = (await u.get(f"/projects/{project_id}/check-preview")).json()
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assert preview["billing"] == "charged" and preview["charge"] == 1 and preview["waive_until"] is None
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r = await u.post(f"/projects/{project_id}/check-runs", json={"document_ids": [bid["id"]], "expected_charge": 0})
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assert r.status_code == 409 and r.json()["code"] == "billing_changed" and r.json()["preview"]["charge"] == 1
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assert await balance(u) == 2 # 扣点说明和实际不一致：拒绝，不扣点（API4）
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first = await run_check(u, project_id, [bid["id"]], expected=1)
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assert first["billing"] == "charged" and await balance(u) == 1
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preview = (await u.get(f"/projects/{project_id}/check-preview")).json()
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assert preview["billing"] == "waived_recheck" and preview["charge"] == 0 and preview["waive_until"]
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second = await run_check(u, project_id, [bid["id"]], expected=0)
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assert second["billing"] == "waived_recheck" and await balance(u) == 1
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from bid_doctor.core.db import TenantContext, tenant_tx
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ctx = TenantContext(tenant_id=UUID(u.tenant_id), user_id=UUID(str(u.me["user"]["id"])))
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async with tenant_tx(ctx) as s:
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rows = (
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await s.execute(
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text("SELECT kind, amount, reason FROM quota_entry WHERE ref_type = 'check_run' ORDER BY created_at")
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)
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).all()
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assert [tuple(x) for x in rows] == [("hold", -1, None), ("settle", 0, None), ("waive", 0, "recheck_24h")]
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async def test_unreadable_bid_fails_and_refunds(app_client: httpx.AsyncClient) -> None:
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"""投标文件读不出文字（扫描件）：按输入问题失败，退回额度，不生成问题。"""
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u = await register(app_client)
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await use_pro_plan(u)
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project_id, tender_id = await project_with_tender(u)
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await run_parse(u, tender_id)
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bid = await upload_bid(u, project_id, "blank.pdf")
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run = await run_check(u, project_id, [bid["id"]], expected=1)
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assert run["status"] == "failed" and run["error"]["code"] == "bid_text_missing" and run["error"]["refunded"]
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assert await balance(u) == 2 and await findings(u, run["id"]) == []
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project = (await u.get(f"/projects/{project_id}")).json()
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assert project["status"] == "drafting" and project["latest_check_run_id"] is None
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async def test_duplicate_check_is_rejected(user: User) -> None:
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project_id, tender_id = await project_with_tender(user)
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await run_parse(user, tender_id)
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bid = await upload_bid(user, project_id, "bid-mini-v1.pdf")
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body = {"document_ids": [bid["id"]], "expected_charge": 0}
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assert (await user.post(f"/projects/{project_id}/check-runs", json=body)).status_code == 201
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r = await user.post(f"/projects/{project_id}/check-runs", json=body)
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assert r.status_code == 409 and r.json()["code"] == "job_already_running" and r.json()["job_id"]
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preview = (await user.get(f"/projects/{project_id}/check-preview")).json()
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assert "job_already_running" in preview["blockers"]
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async def test_platform_encrypted_bid_is_rejected(user: User) -> None:
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done = await upload(user, "投标文件.kedt", b"PK\x03\x04not-really-a-zip")
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assert done.status_code == 422 and done.json()["code"] == "bid_file_platform_encrypted"
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assert "苏采云" in done.json()["detail"]
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async def test_other_tenant_cannot_see_check(app_client: httpx.AsyncClient) -> None:
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a = await register(app_client, "甲公司")
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b = await register(app_client, "乙公司")
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project_id, _, run = await checked_project(a)
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(f,) = await findings(a, run["id"])
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for path in (
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f"/projects/{project_id}/check-preview",
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f"/projects/{project_id}/check-runs",
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f"/check-runs/{run['id']}",
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f"/check-runs/{run['id']}/item-results",
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):
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r = await b.get(path)
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assert r.status_code == 404, (path, r.status_code, r.text)
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assert (await b.get(f"/check-runs/{run['id']}/findings")).status_code == 404
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assert (await b.post(f"/findings/{f['id']}/resolve", json={"status": "modified"})).status_code == 404
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assert (await b.post(f"/findings/{f['id']}/reopen")).status_code == 404
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assert (await b.post(f"/check-runs/{run['id']}/cancel")).status_code == 404
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async def test_response_modes_are_stored_editable_and_used(user: User) -> None:
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"""响应方式（C12）：解析时存进清单；用户改成「默认接受」后，查标对没复述的一般要求不再报问题。"""
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project_id, tender_id = await project_with_tender(user)
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await run_parse(user, tender_id)
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modes = {m["category"]: m for m in (await user.get(f"/projects/{project_id}/checklist")).json()["response_modes"]}
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assert set(modes) == {"technical", "commercial"}
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assert modes["technical"]["mode"] == "explicit" and modes["technical"]["status"] == "unknown"
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r = await user.put(f"/projects/{project_id}/checklist/response-modes/technical", json={"mode": "implicit"})
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assert r.status_code == 200, r.text
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tech = next(m for m in r.json()["response_modes"] if m["category"] == "technical")
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assert tech["origin"] == "human" and tech["mode"] == "implicit" and tech["set_by"]["name"] == "张工"
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bid = await upload_bid(user, project_id, "bid-mini-v1.pdf")
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run = await run_check(user, project_id, [bid["id"]])
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# 漏掉的 BFD 是 ★ 条款：默认接受下不报致命，改为提示级「请人工核对」
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(f,) = await findings(user, run["id"])
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assert f["type"] == "manual_review" and f["severity"] == "hint"
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assert run["counts"]["fatal"] == 0
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async def test_rule_findings_are_written_with_citations_and_carried(user: User) -> None:
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"""规则检查（报价形式、形式要件）：问题挂规则编号和投标原文，复查时按 match_key 沿用处理状态。"""
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project_id, tender_id = await project_with_tender(user)
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await run_parse(user, tender_id)
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bid = await upload_bid(user, project_id, "bid-mini-forms.pdf")
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run = await run_check(user, project_id, [bid["id"]])
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assert run["status"] == "succeeded", run
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rule = {f["rule"]["code"]: f for f in await findings(user, run["id"]) if f["detector"] == "rule"}
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assert set(rule) == {
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"PRICE.CAPITAL_MISMATCH",
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"PRICE.MULTIPLE_QUOTES",
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"FORM.BLANK_FIELD",
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"FORM.CONDITION_ADDED",
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}
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cap = rule["PRICE.CAPITAL_MISMATCH"]
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assert cap["type"] == "price_form" and cap["severity"] == "important" and cap["checklist_item"] is None
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assert cap["rule"]["description"] == "大写金额和小写金额核对"
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(c,) = cap["bid_citations"] # 同一页的几句合成一条出处，各句分别画框
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assert "壹拾贰万捌仟元整" in c["quote"] and "1,280,000.00" in c["quote"] and len(c["quads"]) >= 2
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assert c["document_label"] == "技术分册"
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# 「让利后总价」和投标总价不同：多半另报了一个价，但不是「备选方案」那种明确的两个报价，按重要
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assert rule["PRICE.MULTIPLE_QUOTES"]["severity"] == "important" and rule["FORM.BLANK_FIELD"]["severity"] == "hint"
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assert any("报价形式" in x for x in run["coverage"]["checked"])
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assert run["coverage"]["rule_set_version"] == "2026.11-r2"
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await user.post(f"/findings/{cap['id']}/resolve", json={"status": "ignored", "note": "大写栏已手工更正"})
|
||
again = await run_check(user, project_id, [bid["id"]])
|
||
cap2 = next(
|
||
f for f in await findings(user, again["id"]) if (f["rule"] or {}).get("code") == "PRICE.CAPITAL_MISMATCH"
|
||
)
|
||
assert cap2["presence"] == "carried" and cap2["status"] == "ignored"
|
||
|
||
|
||
async def test_manual_checks_are_kept_per_project(user: User) -> None:
|
||
"""需人工核对：来自清单（按主题合并），勾选按项目存、写勾选人和时间，复查后还在（决策 P2）。"""
|
||
project_id, _, _ = await checked_project(user)
|
||
for title in ("须用CA数字证书加密投标文件", "开标后30分钟内在线解密投标文件", "本次采购不收取投标保证金"):
|
||
r = await user.post(
|
||
f"/projects/{project_id}/checklist/items", json={"categories": ["schedule"], "title": title}
|
||
)
|
||
assert r.status_code == 201, r.text
|
||
items = (await user.get(f"/projects/{project_id}/manual-checks")).json()["items"]
|
||
assert [(i["check_key"], i["checked"]) for i in items] == [
|
||
("rule:MANUAL.DECRYPT", False),
|
||
("rule:MANUAL.SIGN_ENCRYPT", False),
|
||
]
|
||
assert items[1]["requirement_text"] == "须用CA数字证书加密投标文件"
|
||
|
||
r = await user.put(
|
||
f"/projects/{project_id}/manual-checks",
|
||
json={"check_key": "rule:MANUAL.DECRYPT", "checked": True, "note": "已演练"},
|
||
)
|
||
assert r.status_code == 200, r.text
|
||
m = r.json()
|
||
assert m["checked"] and m["note"] == "已演练" and m["checked_by"]["name"] and m["checked_at"]
|
||
bad = await user.put(
|
||
f"/projects/{project_id}/manual-checks", json={"check_key": "rule:MANUAL.NOPE", "checked": True}
|
||
)
|
||
assert bad.status_code == 422
|
||
|
||
bid_id = (await user.get(f"/projects/{project_id}/check-preview")).json()["bid_documents"][0]["id"]
|
||
again = await run_check(user, project_id, [bid_id])
|
||
assert any("列入「需人工核对」2 条" in x for x in again["coverage"]["not_checked"])
|
||
kept = (await user.get(f"/projects/{project_id}/manual-checks")).json()["items"]
|
||
assert [i["checked"] for i in kept] == [True, False]
|