feat: deliver first finance preview with setup wizard

frontend/e2e/receivables-ledger.e2e.ts

@@ -0,0 +1,264 @@
+import type { Page, Route } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+
+const projectId = '01M00000000000000000000101';
+const receivableId = '01M00000000000000000000102';
+const invoiceId = '01M00000000000000000000103';
+const sourceDocumentId = '01M00000000000000000000108';
+
+function envelope(data: unknown, totalElements?: number) {
+  return {
+    data,
+    ...(typeof totalElements === 'number'
+      ? { meta: { page: 1, size: 20, totalElements, totalPages: totalElements ? 1 : 0 } }
+      : {}),
+    requestId: '01M00000000000000000000199',
+  };
+}
+
+function session() {
+  return {
+    authenticated: true,
+    user: {
+      publicId: '01M00000000000000000000104',
+      username: 'finance-e2e',
+      displayName: '财务验收用户',
+      departmentName: '财务部',
+      mustChangePassword: false,
+    },
+    roles: [{ code: 'FINANCE_MANAGER', name: '财务管理人员', workbenchRoute: '/workbench/finance' }],
+    activeRole: 'FINANCE_MANAGER',
+    permissions: [
+      'receivable:receipt:view',
+      'receivable:receipt:create',
+      'receivable:receipt:export',
+      'receivable:invoice:view',
+      'receivable:invoice:create',
+      'receivable:invoice:export',
+      'receivable:invoice:review',
+      'source:form:view',
+    ],
+  };
+}
+
+function receivable() {
+  return {
+    publicId: receivableId,
+    businessNo: 'REC-E2E-001',
+    company: { publicId: '01M00000000000000000000105', code: 'C-E2E', name: '凯迪测试公司' },
+    project: { publicId: projectId, code: 'P-E2E', name: '应收穿透项目' },
+    contract: { publicId: '01M00000000000000000000106', code: 'HT-E2E', name: '测试合同' },
+    counterparty: { publicId: '01M00000000000000000000107', code: 'KH-E2E', name: '测试客户' },
+    businessDate: '2026-08-15',
+    amount: '125000.00',
+    settledAmount: '25000.00',
+    outstandingAmount: '100000.00',
+    currency: 'CNY',
+    status: 'PARTIALLY_SETTLED',
+    sourceInvoiceId: invoiceId,
+    version: 1,
+    createdAt: '2026-08-15T08:00:00Z',
+    updatedAt: '2026-08-16T08:00:00Z',
+  };
+}
+
+function invoice(overrides: Record<string, unknown> = {}) {
+  return {
+    publicId: invoiceId,
+    businessNo: 'INV-E2E-001',
+    company: receivable().company,
+    project: receivable().project,
+    contract: receivable().contract,
+    counterparty: receivable().counterparty,
+    invoiceType: 'SPECIAL',
+    amount: '125000.00',
+    currency: 'CNY',
+    taxRate: '0.13',
+    requestedDate: '2026-08-15',
+    invoiceNo: 'FP-E2E-001',
+    issuedDate: '2026-08-15',
+    status: 'ISSUED',
+    contractLimit: '500000.00',
+    contractCommittedAmount: '125000.00',
+    contractAvailableAmount: '375000.00',
+    version: 2,
+    createdAt: '2026-08-15T08:00:00Z',
+    updatedAt: '2026-08-16T08:00:00Z',
+    allowedActions: [],
+    ...overrides,
+  };
+}
+
+async function installFixture(page: Page, receivableQueries: URLSearchParams[]) {
+  const userSession = session();
+  await page.route('**/api/v1/**', async (route: Route) => {
+    const request = route.request();
+    const url = new URL(request.url());
+    const pathname = url.pathname;
+    if (pathname === '/api/v1/auth/session') return route.fulfill({ json: envelope(userSession) });
+    if (pathname === '/api/v1/auth/profile') return route.fulfill({ json: envelope(userSession.user) });
+    if (pathname === '/api/v1/auth/roles') return route.fulfill({ json: envelope(userSession.roles) });
+    if (pathname === '/api/v1/receivables/references') {
+      return route.fulfill({
+        json: envelope({
+          companies: [receivable().company],
+          projects: [receivable().project],
+          counterparties: [receivable().counterparty],
+          contracts: [receivable().contract],
+          receivables: [],
+        }),
+      });
+    }
+    if (pathname === '/api/v1/receivables') {
+      receivableQueries.push(url.searchParams);
+      return route.fulfill({ json: envelope([receivable()], 1) });
+    }
+    if (pathname === `/api/v1/invoices/${invoiceId}`) return route.fulfill({ json: envelope(invoice()) });
+    if (request.method() === 'GET') return route.fulfill({ json: envelope([], 0) });
+    return route.fulfill({ status: 204 });
+  });
+}
+
+async function installInvoiceReviewFixture(
+  page: Page,
+  invoiceQueries: URLSearchParams[],
+  reviewRequests: Array<Record<string, unknown>>,
+  reviewHeaders: Array<Record<string, string>>,
+) {
+  const userSession = session();
+  let currentInvoice = invoice({
+    businessNo: 'INV-E2E-RETURN-001',
+    sourceDocumentId,
+    sourceVersionId: '01M00000000000000000000109',
+    invoiceNo: null,
+    issuedDate: null,
+    status: 'REVIEWING',
+    version: 7,
+    allowedActions: ['REVIEW'],
+  });
+
+  await page.route('**/api/v1/**', async (route: Route) => {
+    const request = route.request();
+    const url = new URL(request.url());
+    const pathname = url.pathname;
+    if (pathname === '/api/v1/auth/session') return route.fulfill({ json: envelope(userSession) });
+    if (pathname === '/api/v1/auth/profile') return route.fulfill({ json: envelope(userSession.user) });
+    if (pathname === '/api/v1/auth/roles') return route.fulfill({ json: envelope(userSession.roles) });
+    if (pathname === '/api/v1/auth/csrf') {
+      return route.fulfill({
+        headers: { 'set-cookie': 'XSRF-TOKEN=page14-e2e; Path=/' },
+        json: envelope({ token: 'page14-e2e' }),
+      });
+    }
+    if (request.method() === 'GET' && pathname === '/api/v1/receivables/references') {
+      return route.fulfill({
+        json: envelope({
+          companies: [receivable().company],
+          projects: [receivable().project],
+          counterparties: [receivable().counterparty],
+          contracts: [receivable().contract],
+          receivables: [],
+        }),
+      });
+    }
+    if (request.method() === 'GET' && pathname === '/api/v1/invoices') {
+      invoiceQueries.push(new URLSearchParams(url.searchParams));
+      return route.fulfill({ json: envelope([currentInvoice], 1) });
+    }
+    if (request.method() === 'GET' && pathname === `/api/v1/invoices/${invoiceId}`) {
+      return route.fulfill({ json: envelope(currentInvoice) });
+    }
+    if (request.method() === 'POST' && pathname === `/api/v1/invoices/${invoiceId}/review`) {
+      const payload = request.postDataJSON() as Record<string, unknown>;
+      reviewRequests.push(payload);
+      reviewHeaders.push(request.headers());
+      currentInvoice = invoice({
+        ...currentInvoice,
+        status: 'RETURNED',
+        version: 8,
+        reviewOpinion: payload.opinion,
+        allowedActions: [],
+      });
+      return route.fulfill({ json: envelope(currentInvoice) });
+    }
+    if (request.method() === 'GET') return route.fulfill({ json: envelope([], 0) });
+    return route.fulfill({ status: 204 });
+  });
+}
+
+test('PAGE-14 shows the project receivable and drills into its exact source invoice', async ({ page }) => {
+  const receivableQueries: URLSearchParams[] = [];
+  await installFixture(page, receivableQueries);
+
+  await page.goto(`/finance/receipts-invoices?tab=receivables&projectId=${projectId}&keyword=REC-E2E-001`);
+  await expect(page.getByRole('heading', { name: '收款与发票', exact: true })).toBeVisible();
+  await expect.poll(() => receivableQueries.length).toBeGreaterThan(0);
+
+  const query = receivableQueries.at(-1)!;
+  expect(query.get('projectId')).toBe(projectId);
+  expect(query.get('keyword')).toBe('REC-E2E-001');
+  expect(query.get('sort')).toBe('updatedAt,desc');
+  await expect(page.getByRole('button', { name: '导出', exact: true })).toHaveCount(0);
+  await expect(page.getByRole('button', { name: '登记收款', exact: true })).toHaveCount(0);
+  await expect(page.getByRole('button', { name: '新建开票申请', exact: true })).toHaveCount(0);
+
+  await expect(page.getByText('100,000.00', { exact: true })).toBeVisible();
+  await expect(page.getByText('部分核销', { exact: true })).toBeVisible();
+  await page.getByRole('button', { name: '查看', exact: true }).click();
+  const drawer = page.locator('.t-drawer');
+  await expect(drawer.getByText('应收金额', { exact: true })).toBeVisible();
+  await expect(drawer.getByText('未收金额', { exact: true })).toBeVisible();
+
+  await drawer.getByRole('button', { name: '查看来源发票', exact: true }).click();
+  await expect(drawer.locator('.t-drawer__header')).toHaveText('INV-E2E-001');
+  await expect(drawer.getByText('FP-E2E-001', { exact: true })).toBeVisible();
+  await expect(drawer.getByText(/13%/)).toBeVisible();
+});
+
+test('PAGE-14 returns an OA-08 invoice with exact correction fields', async ({ page }) => {
+  const invoiceQueries: URLSearchParams[] = [];
+  const reviewRequests: Array<Record<string, unknown>> = [];
+  const reviewHeaders: Array<Record<string, string>> = [];
+  await installInvoiceReviewFixture(page, invoiceQueries, reviewRequests, reviewHeaders);
+
+  await page.goto('/finance/receipts-invoices?tab=invoices');
+  await expect(page.getByText('INV-E2E-RETURN-001', { exact: true }).first()).toBeVisible();
+  await expect.poll(() => invoiceQueries.length).toBeGreaterThan(0);
+  const initialListRequests = invoiceQueries.length;
+
+  await page.getByRole('button', { name: '更多操作', exact: true }).click();
+  await page.getByText('审核申请', { exact: true }).click();
+  const dialog = page.locator('.t-dialog').filter({ hasText: '审核申请' });
+  await dialog.getByText('退回补件', { exact: true }).click();
+  await expect(dialog.getByText('需要更正的来源字段', { exact: true })).toBeVisible();
+  await expect(dialog.getByText('驳回', { exact: true })).toHaveCount(0);
+
+  await dialog.getByRole('button', { name: '确认', exact: true }).click();
+  await expect(page.locator('.t-message').filter({ hasText: '请填写审核意见' })).toBeVisible();
+  await dialog.locator('textarea').fill('请更正本次开票金额和开票要求');
+  await dialog.getByRole('button', { name: '确认', exact: true }).click();
+  await expect(page.locator('.t-message').filter({ hasText: '请选择至少一个需要更正的来源字段' })).toBeVisible();
+
+  await dialog.locator('label.t-checkbox').filter({ hasText: '本次开票金额' }).click();
+  await dialog.locator('label.t-checkbox').filter({ hasText: '开票要求' }).click();
+  await dialog.getByRole('button', { name: '确认', exact: true }).click();
+
+  await expect.poll(() => reviewRequests.length).toBe(1);
+  expect(reviewRequests[0]).toEqual({
+    version: 7,
+    decision: 'RETURN',
+    opinion: '请更正本次开票金额和开票要求',
+    returnPoints: ['invoiceAmount', 'invoiceRequirements'],
+  });
+  expect(reviewHeaders[0]['x-xsrf-token']).toBe('page14-e2e');
+  expect(reviewHeaders[0]['idempotency-key']).toBeTruthy();
+  await expect(dialog).toBeHidden();
+  await expect.poll(() => invoiceQueries.length).toBeGreaterThan(initialListRequests);
+  await expect(page.getByText('已退回', { exact: true })).toBeVisible();
+
+  await page.getByRole('button', { name: '查看', exact: true }).click();
+  const drawer = page.locator('.t-drawer');
+  await expect(drawer.getByText('该候选已退回来源表单，需由原申请人更正并重新完成审批。')).toBeVisible();
+  await drawer.getByRole('button', { name: '查看来源表单', exact: true }).click();
+  await expect(page).toHaveURL(`/forms/OA-08/${sourceDocumentId}`);
+});