feat(customer): 网站客户身份签发与长期负责人绑定
可信客户身份由站点后端签发，长期负责人与本次接待人分开保存。
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"""
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Copyright 2024-2026 ReplyPier
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Licensed under the Apache License, Version 2.0 (the "License");
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you may not use this file except in compliance with the License.
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You may obtain a copy of the License at
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http://www.apache.org/licenses/LICENSE-2.0
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Unless required by applicable law or agreed to in writing, software
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distributed under the License is distributed on an "AS IS" BASIS,
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WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
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See the License for the specific language governing permissions and
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limitations under the License.
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"""
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import json
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import uuid
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import httpx
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import pytest
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import app.crm.base as crm_base
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from app.core.config import settings
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from app.crm.base import CrmAuthError, CrmTransientError, LeadPayload, OAuthTokens
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from app.crm.hubspot import HubSpotAdapter
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@pytest.fixture
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def adapter():
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return HubSpotAdapter()
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@pytest.fixture
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def tokens():
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return OAuthTokens(access_token="at", refresh_token="rt",
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external_account_id="12345", display_name="acme.com")
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@pytest.fixture
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def payload():
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return LeadPayload(
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lead_response_id=uuid.uuid4(),
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email="jane@acme.com", name="Jane Doe", company="Acme",
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phone="+15550100", summary="Wants a demo",
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custom_fields={"Team size": "40"},
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)
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@pytest.fixture
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def http(monkeypatch):
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"""Route CRM HTTP through a MockTransport; returns the recorded requests
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plus a `respond` dict mapping url-substring -> (status, json_body)."""
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recorded = []
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responses = {}
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def handler(request: httpx.Request) -> httpx.Response:
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recorded.append(request)
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for fragment, (status, body) in responses.items():
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if fragment in str(request.url):
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return httpx.Response(status, json=body)
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return httpx.Response(200, json={})
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client = httpx.AsyncClient(transport=httpx.MockTransport(handler))
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monkeypatch.setattr(crm_base, "_http_client", client)
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return {"requests": recorded, "respond": responses}
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class TestAuthorizeUrl:
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def test_contains_client_id_scope_state(self, adapter, monkeypatch):
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monkeypatch.setattr(settings, "HUBSPOT_CLIENT_ID", "cid-1")
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url = adapter.get_authorize_url("state-xyz", "https://app/cb")
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assert url.startswith("https://app.hubspot.com/oauth/authorize?")
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assert "client_id=cid-1" in url
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assert "state=state-xyz" in url
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assert "crm.objects.contacts.write" in url
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class TestTokenFlows:
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@pytest.mark.asyncio
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async def test_exchange_code_returns_portal_identity(self, adapter, http):
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http["respond"]["oauth/v1/token"] = (200, {
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"access_token": "new-at", "refresh_token": "new-rt", "expires_in": 1800})
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http["respond"]["oauth/v1/access-tokens/new-at"] = (200, {
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"hub_id": 999, "hub_domain": "acme.hubspot.com"})
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tokens = await adapter.exchange_code("code-1", "https://app/cb")
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assert tokens.access_token == "new-at"
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assert tokens.external_account_id == "999"
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assert tokens.display_name == "acme.hubspot.com"
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assert tokens.expires_at is not None
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@pytest.mark.asyncio
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async def test_refresh_rejection_is_auth_error(self, adapter, http, tokens):
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http["respond"]["oauth/v1/token"] = (400, {"error": "invalid_grant"})
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with pytest.raises(CrmAuthError):
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await adapter.refresh_tokens(tokens)
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@pytest.mark.asyncio
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async def test_refresh_5xx_is_transient(self, adapter, http, tokens):
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http["respond"]["oauth/v1/token"] = (502, {"error": "bad gateway"})
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with pytest.raises(CrmTransientError):
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await adapter.refresh_tokens(tokens)
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@pytest.mark.asyncio
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async def test_refresh_keeps_identity_and_refresh_token(self, adapter, http, tokens):
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http["respond"]["oauth/v1/token"] = (200, {"access_token": "at2", "expires_in": 1800})
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refreshed = await adapter.refresh_tokens(tokens)
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assert refreshed.access_token == "at2"
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# HubSpot doesn't rotate refresh tokens — the old one stays valid.
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assert refreshed.refresh_token == "rt"
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assert refreshed.external_account_id == "12345"
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class TestPushLead:
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@pytest.mark.asyncio
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async def test_created_contact_with_note(self, adapter, http, tokens, payload):
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http["respond"]["batch/upsert"] = (200, {
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"results": [{"id": "301", "new": True}]})
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http["respond"]["objects/notes"] = (201, {"id": "n1"})
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result = await adapter.push_lead(tokens, payload)
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assert result.ok and result.action == "created"
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assert result.contact_id == "301"
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assert result.record_url == "https://app.hubspot.com/contacts/12345/record/0-1/301"
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upsert = json.loads(http["requests"][0].content)
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props = upsert["inputs"][0]["properties"]
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assert upsert["inputs"][0]["idProperty"] == "email"
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assert props["firstname"] == "Jane" and props["lastname"] == "Doe"
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assert props["lifecyclestage"] == "lead"
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note = json.loads(http["requests"][1].content)
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assert "<b>Team size:</b> 40" in note["properties"]["hs_note_body"]
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assert note["associations"][0]["to"]["id"] == "301"
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assert note["associations"][0]["types"][0]["associationTypeId"] == 202
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@pytest.mark.asyncio
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async def test_existing_contact_is_updated(self, adapter, http, tokens, payload):
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http["respond"]["batch/upsert"] = (200, {"results": [{"id": "301", "new": False}]})
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result = await adapter.push_lead(tokens, payload)
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assert result.ok and result.action == "updated"
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@pytest.mark.asyncio
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async def test_note_failure_does_not_fail_push(self, adapter, http, tokens, payload):
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http["respond"]["batch/upsert"] = (200, {"results": [{"id": "301", "new": True}]})
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http["respond"]["objects/notes"] = (500, {"error": "boom"})
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result = await adapter.push_lead(tokens, payload)
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assert result.ok
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@pytest.mark.asyncio
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async def test_401_flags_auth_failure(self, adapter, http, tokens, payload):
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http["respond"]["batch/upsert"] = (401, {"category": "EXPIRED_AUTHENTICATION"})
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result = await adapter.push_lead(tokens, payload)
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assert not result.ok and result.auth_failed and not result.retryable
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@pytest.mark.asyncio
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async def test_429_is_retryable_with_retry_after(self, adapter, http, monkeypatch,
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tokens, payload):
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def handler(request):
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return httpx.Response(429, headers={"Retry-After": "11"}, json={})
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client = httpx.AsyncClient(transport=httpx.MockTransport(handler))
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monkeypatch.setattr(crm_base, "_http_client", client)
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result = await adapter.push_lead(tokens, payload)
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assert not result.ok and result.retryable
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assert result.retry_after_seconds == 11
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@pytest.mark.asyncio
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async def test_5xx_is_retryable(self, adapter, http, tokens, payload):
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http["respond"]["batch/upsert"] = (503, {"error": "unavailable"})
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result = await adapter.push_lead(tokens, payload)
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assert not result.ok and result.retryable and not result.auth_failed
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@pytest.mark.asyncio
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async def test_validation_4xx_is_permanent(self, adapter, http, tokens, payload):
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http["respond"]["batch/upsert"] = (400, {"category": "VALIDATION_ERROR"})
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result = await adapter.push_lead(tokens, payload)
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assert not result.ok and not result.retryable and not result.auth_failed
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@pytest.mark.asyncio
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async def test_network_error_is_retryable(self, adapter, monkeypatch, tokens, payload):
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def handler(request):
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raise httpx.ConnectError("connection refused")
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client = httpx.AsyncClient(transport=httpx.MockTransport(handler))
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monkeypatch.setattr(crm_base, "_http_client", client)
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result = await adapter.push_lead(tokens, payload)
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assert not result.ok and result.retryable
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class TestConnectionLifecycle:
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@pytest.mark.asyncio
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async def test_test_connection_ok(self, adapter, http, tokens):
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http["respond"]["access-tokens/at"] = (200, {"hub_domain": "acme.hubspot.com"})
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info = await adapter.test_connection(tokens)
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assert info == {"ok": True, "account_name": "acme.hubspot.com", "error": None}
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@pytest.mark.asyncio
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async def test_test_connection_dead_token(self, adapter, http, tokens):
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http["respond"]["access-tokens/at"] = (401, {})
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info = await adapter.test_connection(tokens)
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assert info["ok"] is False
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@pytest.mark.asyncio
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async def test_revoke_never_raises(self, adapter, monkeypatch, tokens):
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def handler(request):
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raise httpx.ConnectError("connection refused")
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client = httpx.AsyncClient(transport=httpx.MockTransport(handler))
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monkeypatch.setattr(crm_base, "_http_client", client)
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await adapter.revoke(tokens) # must not raise
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