import unittest import json import tempfile from pathlib import Path from nocobase_crm_mcp.config import load_config from nocobase_crm_mcp.crm import CrmService class FakeNbClient: def __init__(self) -> None: self.list_calls = [] self.get_calls = [] self.query_calls = [] self.field_calls = [] def health(self): return {"ok": True, "status": "reachable"} def list_records(self, resource, **kwargs): self.list_calls.append((resource, kwargs)) if resource == "users": return { "data": [ { "id": 54, "username": "alice", "nickname": "Alice Wang", "email": "alice@example.com", "f_yh_english_name": "Alice Wang", } ], "meta": {"count": 1}, } if resource == "followups": return { "data": [ { "id": 1, "f_srysmjkwfq1": "2026-07-08T09:00:00.000Z", "f_19iplxz0nds": "Called customer about sample status", "gjjl_client": [{"id": 7, "f_q2q60q7bqbg": "Acme China"}], "gjjl_client_contacts": [{"id": 8, "f_2zpg91gtmwp": "Alice Contact"}], "gjjl_followup_person": [{"id": 54, "nickname": "Alice Wang"}], "createdBy": {"id": 54, "nickname": "Alice Wang"}, } ], "meta": {"count": 1}, } return {"data": [{"id": 1, "name": "Acme"}], "meta": {"count": 1}} def get_record(self, resource, filter_by_tk, **kwargs): self.get_calls.append((resource, filter_by_tk, kwargs)) return {"data": {"id": filter_by_tk, "name": "Acme", "f_q2q60q7bqbg": "Acme China"}} def query_records(self, resource, **kwargs): self.query_calls.append((resource, kwargs)) dimensions = kwargs.get("dimensions") or [] alias = dimensions[0].get("alias") if dimensions else None if alias in {"status", "kh_progress"}: return {"data": [{"count": 3, "kh_progress": "kh_p_inprogress"}]} if alias in {"source", "f_225h6n6v654"}: return {"data": [{"count": 2, "f_225h6n6v654": "客户推荐"}]} if alias == "owner_id": return {"data": [{"count": 1, "owner_id": 54}]} if alias == "kehu_followup_person_id": return {"data": [{"count": 1, "kehu_followup_person_id": 54}]} return {"data": [{"count": 3}]} def list_collection_fields(self, collection_name, **kwargs): self.field_calls.append((collection_name, kwargs)) if collection_name == "contacts": return { "data": [ {"name": "id", "title": "ID", "type": "bigInt"}, {"name": "f_2zpg91gtmwp", "title": "联系人姓名", "type": "string"}, {"name": "khlxr_phone_number", "title": "联系人电话", "type": "string"}, {"name": "khlxr_email", "title": "联系人邮箱", "type": "string"}, {"name": "kehulianxiren_client", "title": "公司", "type": "belongsToMany"}, ] } if collection_name == "followups": return { "data": [ {"name": "id", "title": "跟进ID", "type": "bigInt"}, {"name": "gjjl_client", "title": "客户", "type": "belongsToMany"}, {"name": "gjjl_client_contacts", "title": "客户联系人", "type": "belongsToMany"}, {"name": "gjjl_followup_person", "title": "参与跟进人员", "type": "belongsToMany"}, {"name": "createdBy", "title": "{{t(\"Created by\")}}", "type": "belongsTo"}, {"name": "f_srysmjkwfq1", "title": "跟进时间", "type": "date"}, {"name": "f_19iplxz0nds", "title": "跟进内容", "type": "text"}, ] } return { "data": [ {"name": "id", "title": "ID", "type": "bigInt"}, {"name": "f_q2q60q7bqbg", "title": "中文名称", "type": "string"}, {"name": "f_kh_english_name", "title": "英文名称", "type": "string"}, {"name": "f_territorial_name", "title": "属地名称", "type": "string"}, {"name": "kh_progress", "title": "进度", "type": "string"}, {"name": "f_225h6n6v654", "title": "客户来源", "type": "string"}, {"name": "kehu_followup_person", "title": "跟进人", "type": "belongsToMany"}, ] } class CrmServiceTests(unittest.TestCase): def test_list_customers_applies_configured_fields_and_filters(self) -> None: client = FakeNbClient() service = CrmService(load_config(None), client) result = service.list_customers(query="Acme", status="active", owner="Alice", limit=10, offset=20) self.assertEqual(result["results"], [{"id": 1, "name": "Acme"}]) self.assertEqual(result["total"], 1) self.assertEqual(client.list_calls[0][0], "users") resource, kwargs = client.list_calls[1] self.assertEqual(resource, "customers") self.assertEqual(kwargs["fields"], load_config(None).customer.fields) self.assertEqual(kwargs["page_size"], 10) self.assertEqual(kwargs["page"], 3) self.assertEqual( kwargs["filter"], { "$and": [ {"status": {"$eq": "active"}}, {"owner": {"id": {"$eq": 54}}}, { "$or": [ {"name": {"$includes": "Acme"}}, {"code": {"$includes": "Acme"}}, ] }, ] }, ) def test_get_customer_loads_related_contacts_and_followups(self) -> None: client = FakeNbClient() service = CrmService(load_config(None), client) result = service.get_customer(7, include_contacts=True, include_recent_followups=True, followup_limit=5) self.assertEqual(result["customer"]["id"], 7) self.assertEqual(result["customer"]["name"], "Acme") self.assertEqual(result["contacts"], [{"id": 1, "name": "Acme"}]) self.assertEqual(result["recent_followups"][0]["id"], 1) self.assertEqual(result["recent_followups"][0]["summary"]["content"], "Called customer about sample status") self.assertEqual(client.get_calls[0][0], "customers") self.assertEqual(client.list_calls[0][0], "contacts") self.assertEqual(client.list_calls[0][1]["filter"], {"$and": [{"customer": {"id": {"$eq": 7}}}]}) self.assertEqual(client.list_calls[1][0], "followups") self.assertEqual(client.list_calls[1][1]["page_size"], 5) def test_crm_overview_uses_count_and_group_queries(self) -> None: client = FakeNbClient() service = CrmService(load_config(None), client) result = service.crm_overview(owner="Alice") self.assertEqual(result["totals"]["customers"], 3) self.assertEqual(result["totals"]["contacts"], 3) self.assertEqual(result["totals"]["followups"], 3) self.assertEqual(result["customer_status"][0]["display"], "进行中") self.assertEqual(result["customer_owner"][0]["owner_id"], 54) self.assertGreaterEqual(len(client.query_calls), 3) self.assertEqual(client.query_calls[0][0], "customers") self.assertEqual(client.query_calls[0][1]["measures"][0]["aggregation"], "count") def test_crm_schema_include_fields_reads_each_configured_collection_fields(self) -> None: client = FakeNbClient() service = CrmService(load_config(None), client) schema = service.crm_schema(include_fields=True) self.assertEqual( [call[0] for call in client.field_calls], ["customers", "contacts", "followups"], ) self.assertEqual(client.field_calls[0][1].get("fields"), None) self.assertEqual(schema["metadata"]["fields"]["customers"][1]["name"], "f_q2q60q7bqbg") self.assertEqual(schema["metadata"]["field_errors"], {}) def test_crm_schema_include_fields_reports_metadata_acl_hint(self) -> None: class ForbiddenFieldsClient(FakeNbClient): def list_collection_fields(self, collection_name, **kwargs): raise Exception("Request failed with status 403: No permissions") service = CrmService(load_config(None), ForbiddenFieldsClient()) schema = service.crm_schema(include_fields=True) self.assertIn("metadata_permission_required", schema["metadata"]["field_errors"]["customers"]["code"]) self.assertIn("data-modeling collections fields list", schema["metadata"]["field_errors"]["customers"]["hint"]) def test_crm_config_template_infers_mapping_from_metadata(self) -> None: client = FakeNbClient() service = CrmService(load_config(None), client) template = service.crm_config_template() self.assertEqual( template["collections"]["customers"]["searchFields"], ["f_q2q60q7bqbg", "f_kh_english_name", "f_territorial_name"], ) self.assertEqual(template["collections"]["customers"]["statusField"], "kh_progress") self.assertEqual(template["collections"]["customers"]["sourceField"], "f_225h6n6v654") self.assertEqual(template["collections"]["customers"]["ownerField"], "kehu_followup_person") self.assertEqual(template["collections"]["contacts"]["customerField"], "kehulianxiren_client") self.assertEqual(template["collections"]["followups"]["customerField"], "gjjl_client") self.assertEqual(template["collections"]["followups"]["contactField"], "gjjl_client_contacts") self.assertEqual(template["collections"]["followups"]["ownerFields"], ["gjjl_followup_person", "createdBy"]) self.assertEqual(template["collections"]["followups"]["dateField"], "f_srysmjkwfq1") def test_list_customers_resolves_owner_name_to_relation_id_filter(self) -> None: client = FakeNbClient() service = CrmService(load_config(None), client) service.list_customers(owner="alice") self.assertEqual(client.list_calls[0][0], "users") self.assertEqual( client.list_calls[1][1]["filter"], {"$and": [{"owner": {"id": {"$eq": 54}}}]}, ) def test_list_followups_filters_owner_by_participant_or_creator(self) -> None: client = FakeNbClient() with tempfile.TemporaryDirectory() as tmp: config_path = Path(tmp) / "crm.json" config_path.write_text( json.dumps( { "collections": { "followups": { "ownerFields": ["gjjl_followup_person", "createdBy"], } } } ), encoding="utf-8", ) service = CrmService(load_config(config_path), client) service.list_followups(owner="alice") self.assertEqual(client.list_calls[0][0], "users") self.assertEqual( client.list_calls[1][1]["filter"], { "$and": [ { "$or": [ {"gjjl_followup_person": {"id": {"$eq": 54}}}, {"createdBy": {"id": {"$eq": 54}}}, ] } ] }, ) def test_owner_resolution_returns_structured_errors_for_no_or_ambiguous_matches(self) -> None: class NoUserClient(FakeNbClient): def list_records(self, resource, **kwargs): self.list_calls.append((resource, kwargs)) if resource == "users": return {"data": [], "meta": {"count": 0}} return super().list_records(resource, **kwargs) missing = CrmService(load_config(None), NoUserClient()).list_customers(owner="missing") self.assertEqual(missing["error"]["code"], "owner_not_found") self.assertEqual(missing["error"]["query"], "missing") class AmbiguousUserClient(FakeNbClient): def list_records(self, resource, **kwargs): self.list_calls.append((resource, kwargs)) if resource == "users": return { "data": [ {"id": 1, "username": "alice", "nickname": "Alice"}, {"id": 2, "username": "alice2", "nickname": "Alice"}, ], "meta": {"count": 2}, } return super().list_records(resource, **kwargs) ambiguous = CrmService(load_config(None), AmbiguousUserClient()).list_customers(owner="alice") self.assertEqual(ambiguous["error"]["code"], "owner_ambiguous") self.assertEqual(len(ambiguous["error"]["candidates"]), 2) def test_resolve_owner_returns_candidate_users(self) -> None: result = CrmService(load_config(None), FakeNbClient()).resolve_owner("alice") self.assertEqual(result["query"], "alice") self.assertEqual(result["results"][0]["id"], 54) self.assertEqual(result["results"][0]["label"], "Alice Wang") def test_crm_filter_options_exposes_filter_values_and_owner_candidates(self) -> None: client = FakeNbClient() result = CrmService(load_config(None), client).crm_filter_options(owner_query="alice") self.assertEqual(result["customer_status"][0]["value"], "kh_p_inprogress") self.assertEqual(result["customer_status"][0]["label"], "进行中") self.assertEqual(result["customer_source"][0]["value"], "客户推荐") self.assertEqual(result["owner_candidates"][0]["id"], 54) def test_list_tools_clamp_limit_and_offset_for_remote_agents(self) -> None: client = FakeNbClient() service = CrmService(load_config(None), client) result = service.list_customers(limit=10000, offset=-50) self.assertEqual(result["limit"], 100) self.assertEqual(result["offset"], 0) self.assertEqual(client.list_calls[0][1]["page_size"], 100) self.assertEqual(client.list_calls[0][1]["page"], 1) def test_list_followups_adds_human_readable_summary_without_dropping_raw_fields(self) -> None: result = CrmService(load_config(None), FakeNbClient()).list_followups(limit=1) row = result["results"][0] self.assertEqual(row["f_19iplxz0nds"], "Called customer about sample status") self.assertEqual(row["summary"]["content"], "Called customer about sample status") self.assertEqual(row["summary"]["followedAt"], "2026-07-08T09:00:00.000Z") self.assertEqual(row["summary"]["customer_names"], ["Acme China"]) self.assertEqual(row["summary"]["owner_names"], ["Alice Wang"]) if __name__ == "__main__": unittest.main()