feat: T1.7 投后报告导出 + T1.8 docker-compose.dev.yml + T0.4 补全
- 后端：reports_export 路由（summary 聚合 + JSON 导出） - 测试：3 个导出测试，总计 67 passed - docker-compose.dev.yml：开发覆盖（源码挂载 + hot reload + debugpy） - 前端 14 路由构建成功
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selfrelease
@@ -15,6 +15,7 @@ from app.routers.companies import router as companies_router
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from app.routers.copilot import router as copilot_router
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from app.routers.dashboard import router as dashboard_router
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from app.routers.reports import router as reports_router
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from app.routers.reports_export import router as reports_export_router
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from app.routers.risks import router as risks_router
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from app.schemas.common import error
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@@ -77,3 +78,4 @@ app.include_router(reports_router, prefix="/api/v1")
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app.include_router(dashboard_router, prefix="/api/v1")
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app.include_router(risks_router, prefix="/api/v1")
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app.include_router(copilot_router, prefix="/api/v1")
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app.include_router(reports_export_router, prefix="/api/v1")
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@@ -0,0 +1,211 @@
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"""投后报告生成 + PDF 导出路由。"""
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import json
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import logging
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from datetime import datetime, timezone
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from fastapi import APIRouter, Depends, HTTPException, status
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from fastapi.responses import StreamingResponse
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from sqlalchemy import select
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.core.database import get_db
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from app.core.dependencies import get_current_user
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from app.models.company import Company
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from app.models.health_score import HealthScore
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from app.models.report import MonthlyReport
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from app.models.risk import RiskEvent
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from app.models.user import User
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from app.schemas.common import ApiResponse, success
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logger = logging.getLogger(__name__)
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router = APIRouter(prefix="/reports-export", tags=["reports-export"])
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@router.get("/{company_id}/summary")
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async def get_company_summary(
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company_id: str,
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db: AsyncSession = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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"""获取企业投后报告汇总数据（用于前端展示或导出）。"""
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# 验证企业
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company_result = await db.execute(
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select(Company).where(Company.id == company_id, Company.tenant_id == user.tenant_id)
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)
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company = company_result.scalar_one_or_none()
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if not company:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="企业不存在")
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# 获取最新月报
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reports_result = await db.execute(
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select(MonthlyReport)
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.where(MonthlyReport.company_id == company_id)
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.order_by(MonthlyReport.period_year.desc(), MonthlyReport.period_month.desc())
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.limit(12)
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)
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reports = reports_result.scalars().all()
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# 获取最新健康度评分
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score_result = await db.execute(
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select(HealthScore)
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.where(HealthScore.company_id == company_id)
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.order_by(HealthScore.calculated_at.desc())
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.limit(12)
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)
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scores = score_result.scalars().all()
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# 获取风险事件
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risk_result = await db.execute(
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select(RiskEvent)
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.where(RiskEvent.company_id == company_id)
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.order_by(RiskEvent.identified_at.desc())
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.limit(20)
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)
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risks = risk_result.scalars().all()
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summary = {
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"company": {
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"name": company.name,
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"industry": company.industry,
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"stage": company.stage,
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"description": company.description,
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"website": company.website,
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},
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"latest_score": {
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"total_score": scores[0].total_score if scores else None,
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"financial_score": scores[0].financial_score if scores else None,
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"operational_score": scores[0].operational_score if scores else None,
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"ai_commercial_score": scores[0].ai_commercial_score if scores else None,
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"ai_cost_score": scores[0].ai_cost_score if scores else None,
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"trend": scores[0].trend if scores else None,
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} if scores else None,
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"score_history": [
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{
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"total_score": s.total_score,
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"calculated_at": s.calculated_at.isoformat(),
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"trend": s.trend,
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}
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for s in scores
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],
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"recent_reports": [
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{
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"period": f"{r.period_year}-{r.period_month:02d}",
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"status": r.status,
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"ai_summary": r.ai_summary,
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}
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for r in reports
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],
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"risks": [
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{
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"title": r.title,
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"severity": r.severity,
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"status": r.status,
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"type": r.type,
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"description": r.description,
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}
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for r in risks
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],
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"generated_at": datetime.now(timezone.utc).isoformat(),
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}
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return success(data=summary)
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@router.get("/{company_id}/pdf")
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async def export_pdf(
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company_id: str,
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db: AsyncSession = Depends(get_db),
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user: User = Depends(get_current_user),
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):
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"""导出企业投后报告为 JSON 格式（前端可转 PDF）。
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当前返回 JSON 格式的完整报告数据，前端可使用浏览器打印功能生成 PDF。
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后续可集成 weasyprint 等库生成服务端 PDF。
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"""
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# 复用 summary 逻辑
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company_result = await db.execute(
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select(Company).where(Company.id == company_id, Company.tenant_id == user.tenant_id)
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)
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company = company_result.scalar_one_or_none()
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if not company:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="企业不存在")
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# 获取数据（与 summary 相同逻辑）
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reports_result = await db.execute(
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select(MonthlyReport)
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.where(MonthlyReport.company_id == company_id)
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.order_by(MonthlyReport.period_year.desc(), MonthlyReport.period_month.desc())
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.limit(12)
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)
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reports = reports_result.scalars().all()
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score_result = await db.execute(
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select(HealthScore)
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.where(HealthScore.company_id == company_id)
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.order_by(HealthScore.calculated_at.desc())
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.limit(12)
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)
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scores = score_result.scalars().all()
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risk_result = await db.execute(
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select(RiskEvent)
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.where(RiskEvent.company_id == company_id)
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.order_by(RiskEvent.identified_at.desc())
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.limit(20)
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)
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risks = risk_result.scalars().all()
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report_data = {
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"title": f"投后管理报告 — {company.name}",
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"generated_at": datetime.now(timezone.utc).isoformat(),
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"company": {
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"name": company.name,
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"industry": company.industry,
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"stage": company.stage,
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"description": company.description,
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},
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"health_scores": [
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{
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"total": s.total_score,
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"financial": s.financial_score,
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"operational": s.operational_score,
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"ai_commercial": s.ai_commercial_score,
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"ai_cost": s.ai_cost_score,
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"trend": s.trend,
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"date": s.calculated_at.isoformat(),
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}
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for s in scores
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],
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"monthly_reports": [
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{
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"period": f"{r.period_year}年{r.period_month}月",
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"status": r.status,
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"summary": r.ai_summary,
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}
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for r in reports
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],
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"risk_events": [
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{
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"title": r.title,
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"severity": r.severity,
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"status": r.status,
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"description": r.description,
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"suggested_action": r.suggested_action,
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}
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for r in risks
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],
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}
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# 返回可下载的 JSON 文件
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json_str = json.dumps(report_data, ensure_ascii=False, indent=2)
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from urllib.parse import quote
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safe_name = quote(company.name)
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return StreamingResponse(
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iter([json_str.encode("utf-8")]),
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media_type="application/json",
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headers={
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"Content-Disposition": f'attachment; filename="report_{safe_name}_{datetime.now().strftime("%Y%m%d")}.json"',
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},
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)
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@@ -0,0 +1,101 @@
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"""投后报告导出测试。"""
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import pytest
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from fastapi.testclient import TestClient
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from sqlalchemy.ext.asyncio import AsyncSession, create_async_engine, async_sessionmaker
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from app.core.database import Base, get_db
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from app.main import app
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TEST_DATABASE_URL = "sqlite+aiosqlite:///file::memory:?cache=shared&uri=true"
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test_engine = create_async_engine(TEST_DATABASE_URL, echo=False)
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test_session_factory = async_sessionmaker(test_engine, class_=AsyncSession, expire_on_commit=False)
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async def override_get_db():
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async with test_session_factory() as session:
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try:
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yield session
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await session.commit()
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except Exception:
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await session.rollback()
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raise
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app.dependency_overrides[get_db] = override_get_db
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@pytest.fixture(scope="module", autouse=True)
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async def setup_db():
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async with test_engine.begin() as conn:
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await conn.run_sync(Base.metadata.create_all)
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yield
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async with test_engine.begin() as conn:
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await conn.run_sync(Base.metadata.drop_all)
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@pytest.fixture
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def client():
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return TestClient(app)
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@pytest.fixture
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def auth_headers(client: TestClient):
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client.post(
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"/api/v1/auth/register",
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json={
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"email": "export_test@example.com",
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"password": "password123",
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"name": "测试投资经理",
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"tenant_name": "测试机构",
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"role": "investor",
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},
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)
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resp = client.post(
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"/api/v1/auth/login",
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json={"email": "export_test@example.com", "password": "password123"},
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)
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token = resp.json()["data"]["access_token"]
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return {"Authorization": f"Bearer {token}"}
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@pytest.fixture
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def company_id(client: TestClient, auth_headers: dict):
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resp = client.post(
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"/api/v1/companies",
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json={"name": "导出测试公司", "industry": "AI"},
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headers=auth_headers,
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)
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return resp.json()["data"]["id"]
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class TestReportExport:
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"""投后报告导出。"""
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def test_summary_success(self, client: TestClient, auth_headers: dict, company_id: str):
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"""获取报告汇总。"""
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response = client.get(
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f"/api/v1/reports-export/{company_id}/summary",
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headers=auth_headers,
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)
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assert response.status_code == 200
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data = response.json()
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assert data["code"] == 0
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assert data["data"]["company"]["name"] == "导出测试公司"
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def test_summary_nonexistent(self, client: TestClient, auth_headers: dict):
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"""不存在的企业应返回 404。"""
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response = client.get(
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"/api/v1/reports-export/nonexistent/summary",
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headers=auth_headers,
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)
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assert response.status_code == 404
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def test_export_json(self, client: TestClient, auth_headers: dict, company_id: str):
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"""导出 JSON 报告。"""
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response = client.get(
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f"/api/v1/reports-export/{company_id}/pdf",
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headers=auth_headers,
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)
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assert response.status_code == 200
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assert "attachment" in response.headers.get("content-disposition", "")
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@@ -0,0 +1,35 @@
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# 开发环境覆盖配置
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# 用法：docker compose -f docker-compose.yml -f docker-compose.dev.yml up -d
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#
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# 特性：挂载源码 + hot reload + 调试端口
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services:
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backend:
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volumes:
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- ./backend:/app
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environment:
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- APP_DEBUG=true
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- APP_ENV=development
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command: uvicorn app.main:app --host 0.0.0.0 --port 8000 --reload
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ports:
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- "8000:8000"
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- "5678:5678" # debugpy
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frontend:
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volumes:
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- ./frontend:/app
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- /app/node_modules
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- /app/.next
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environment:
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- NODE_ENV=development
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command: pnpm dev
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ports:
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- "3000:3000"
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postgres:
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ports:
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- "5432:5432"
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redis:
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ports:
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- "6379:6379"
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