Implement exchange imports and frontend reporting APIs

tests/apps/organization/factories.py

@@ -1,9 +1,10 @@
 """Factories for organization app."""
 
 import factory
-from apps.organization.models import Organization
 from faker import Faker
 
+from apps.organization.models import IndustryCluster, Organization, OrganizationType
+
 fake = Faker("ru_RU")
 
 
@@ -14,10 +15,47 @@ class OrganizationFactory(factory.django.DjangoModelFactory):
         model = Organization
 
     name = factory.LazyAttribute(lambda _: fake.company())
+    short_name = factory.LazyAttribute(lambda _: f"АО «{fake.company()}»")
+    organization_type = factory.LazyAttribute(
+        lambda _: fake.random_element(
+            [OrganizationType.AO, OrganizationType.PAO, OrganizationType.FGUP]
+        )
+    )
+    cluster = factory.LazyAttribute(
+        lambda _: fake.random_element(
+            [
+                IndustryCluster.RADIOELECTRONICS,
+                IndustryCluster.NUCLEAR,
+                IndustryCluster.SPACE,
+            ]
+        )
+    )
     inn = factory.LazyAttribute(lambda _: fake.numerify("##########"))
     ogrn = factory.LazyAttribute(lambda _: fake.numerify("#############"))
     kpp = factory.LazyAttribute(lambda _: fake.numerify("#########"))
     okpo = factory.LazyAttribute(lambda _: fake.numerify("########"))
+    registration_date = factory.LazyAttribute(lambda _: fake.date_this_century())
+    legal_address = factory.LazyAttribute(lambda _: fake.address().replace("\n", ", "))
+    activity_type = factory.LazyAttribute(lambda _: fake.job())
+    founder_name = factory.LazyAttribute(lambda _: fake.company())
+    ownership_type = "Собственность государственных корпораций"
+    legal_form = "Акционерное общество"
+    charter_capital_amount = factory.LazyAttribute(
+        lambda _: fake.pydecimal(left_digits=9, right_digits=2, positive=True)
+    )
+    general_director_name = factory.LazyAttribute(lambda _: fake.name())
+    general_director_inn = factory.LazyAttribute(
+        lambda _: fake.numerify("############")
+    )
+    general_director_appointment_date = factory.LazyAttribute(
+        lambda _: fake.date_this_decade()
+    )
+    executors_count = factory.LazyAttribute(lambda _: fake.random_int(min=20, max=500))
+    financial_reports_available = True
+    tax_reports_available = True
+    in_defense_unreliable_suppliers_registry = False
+    in_275_fz_registry = False
+    bankruptcy_messages_found = False
 
     @classmethod
     def create_organization(cls, **kwargs):

tests/apps/organization/test_analytics_api.py

@@ -0,0 +1,235 @@
+"""Tests for organization analytics endpoints."""
+
+from __future__ import annotations
+
+from datetime import date
+from decimal import Decimal
+
+from django.test import override_settings
+from rest_framework import status
+from rest_framework.test import APITestCase
+
+from apps.registers.models import Register, RegisterUpload, RegistryMembershipPeriod
+from tests.apps.form_1.factories import FormF1RecordFactory
+from tests.apps.form_2.factories import FormF2RecordFactory
+from tests.apps.form_3.factories import FormF3RecordFactory
+from tests.apps.form_4.factories import FormF4RecordFactory
+from tests.apps.form_5.factories import FormF5RecordFactory
+from tests.apps.form_6.factories import FormF6RecordFactory
+from tests.apps.organization.factories import OrganizationFactory
+from tests.apps.user.factories import UserFactory
+
+
+@override_settings(ROOT_URLCONF="core.urls")
+class OrganizationAnalyticsApiTest(APITestCase):
+    def setUp(self):
+        self.user = UserFactory.create_user()
+        self.client.force_authenticate(self.user)
+        self.organization = OrganizationFactory.create(
+            cluster="radioelectronics",
+            executors_count=120,
+            financial_reports_available=True,
+            tax_reports_available=True,
+            bankruptcy_messages_found=False,
+        )
+        register = Register.objects.create(name="Реестр госкорпорации Росатом ОПК")
+        upload = RegisterUpload.objects.create(
+            registry=register,
+            actual_date=date(2026, 4, 1),
+            file_name="analytics.xlsx",
+            file_hash="analytics-hash",
+            rows_count=1,
+        )
+        RegistryMembershipPeriod.objects.create(
+            registry=register,
+            organization=self.organization,
+            started_at=date(2026, 4, 1),
+            started_by_upload=upload,
+        )
+
+        FormF1RecordFactory.create(
+            organization=self.organization,
+            report_year=2026,
+            report_quarter=1,
+            payroll_fund=Decimal("1000000.00"),
+            military_output_actual=Decimal("11000000.00"),
+            civilian_output_actual=Decimal("7000000.00"),
+            hightech_output_actual=Decimal("1500000.00"),
+            rd_volume_actual=Decimal("900000.00"),
+            military_domestic_actual=Decimal("9000000.00"),
+            military_export_actual=Decimal("2000000.00"),
+            civilian_domestic_actual=Decimal("5000000.00"),
+            civilian_export_actual=Decimal("2000000.00"),
+        )
+        FormF1RecordFactory.create(
+            organization=self.organization,
+            report_year=2025,
+            report_quarter=1,
+            payroll_fund=Decimal("900000.00"),
+            military_output_actual=Decimal("9000000.00"),
+            civilian_output_actual=Decimal("6000000.00"),
+            hightech_output_actual=Decimal("1200000.00"),
+            rd_volume_actual=Decimal("700000.00"),
+            military_domestic_actual=Decimal("7000000.00"),
+            military_export_actual=Decimal("2000000.00"),
+            civilian_domestic_actual=Decimal("4500000.00"),
+            civilian_export_actual=Decimal("1500000.00"),
+        )
+        FormF2RecordFactory.create(
+            organization=self.organization,
+            report_year=2026,
+            report_quarter=1,
+            revenue=Decimal("1100000000.00"),
+            revenue_prev=Decimal("760000000.00"),
+            net_profit=Decimal("-144600000.00"),
+            net_profit_prev=Decimal("500000000.00"),
+            income_tax=Decimal("18900000.00"),
+        )
+        FormF2RecordFactory.create(
+            organization=self.organization,
+            report_year=2025,
+            report_quarter=1,
+            revenue=Decimal("760000000.00"),
+            net_profit=Decimal("500000000.00"),
+            income_tax=Decimal("6450000.00"),
+        )
+        FormF3RecordFactory.create(
+            organization=self.organization,
+            report_year=2026,
+            avg_employees=1050,
+            production_workers=620,
+            engineering_workers=210,
+            administrative_workers=220,
+            workers_needed=35,
+            total_equipment=187,
+            domestic_equipment=91,
+            imported_equipment=96,
+            equipment_age_under_5=70,
+            equipment_age_5_10=41,
+            equipment_age_10_15=33,
+            equipment_age_15_20=22,
+            equipment_age_over_20=21,
+            physical_wear_percent=Decimal("32.00"),
+            utilization_rate=Decimal("92.00"),
+            avg_shift_work=Decimal("1.80"),
+            equipment_needed=14,
+        )
+        FormF3RecordFactory.create(
+            organization=self.organization,
+            report_year=2025,
+            avg_employees=1020,
+        )
+        FormF4RecordFactory.create(
+            organization=self.organization,
+            report_year=2026,
+            revenue_rsbu=Decimal("1100000000.00"),
+            net_profit_rsbu=Decimal("320000000.00"),
+            ebitda_rsbu=Decimal("480000000.00"),
+            gross_profit_rsbu=Decimal("520000000.00"),
+            operating_profit_rsbu=Decimal("300000000.00"),
+            net_debt_rsbu=Decimal("200000000.00"),
+            loans_rsbu=Decimal("300000000.00"),
+            total_assets_rsbu=Decimal("900000000.00"),
+            capex=Decimal("90000000.00"),
+            rd_expenses=Decimal("40000000.00"),
+            ros=Decimal("23.80"),
+            roa=Decimal("12.10"),
+            roe=Decimal("15.40"),
+        )
+        FormF4RecordFactory.create(
+            organization=self.organization,
+            report_year=2025,
+            revenue_rsbu=Decimal("980000000.00"),
+            net_profit_rsbu=Decimal("250000000.00"),
+            ebitda_rsbu=Decimal("410000000.00"),
+            ros=Decimal("21.00"),
+            roa=Decimal("10.50"),
+            roe=Decimal("14.10"),
+        )
+        FormF5RecordFactory.create(
+            organization=self.organization,
+            report_year=2026,
+            equipment_category="Станочное оборудование",
+            is_domestic=True,
+            physical_wear_percent=Decimal("28.40"),
+        )
+        FormF6RecordFactory.create(
+            organization=self.organization,
+            report_year=2026,
+            category="Станочное оборудование",
+            total_equipment=54,
+            domestic_equipment=31,
+            imported_equipment=23,
+            age_under_5=70,
+            age_5_10=41,
+            age_10_15=33,
+            age_15_20=22,
+            age_over_20=21,
+            physical_wear_percent=Decimal("28.40"),
+            utilization_rate=Decimal("92.00"),
+            avg_shift_work=Decimal("1.80"),
+        )
+
+    def test_financial_summary_endpoint(self):
+        response = self.client.get(
+            f"/api/v1/organizations/{self.organization.id}/analytics/financial-summary/"
+            "?report_year=2026&report_quarter=1"
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data["revenue"]["amount"], 1100000000)
+        self.assertEqual(response.data["revenue"]["previous_amount"], 760000000)
+        self.assertEqual(response.data["taxes_paid"]["amount"], 18900000)
+        self.assertEqual(response.data["insurance_contributions"]["amount"], 302000)
+
+    def test_personnel_and_equipment_endpoints(self):
+        personnel_response = self.client.get(
+            f"/api/v1/organizations/{self.organization.id}/analytics/personnel/"
+            "?report_year=2026&history_years=2"
+        )
+        equipment_response = self.client.get(
+            f"/api/v1/organizations/{self.organization.id}/analytics/equipment/"
+            "?report_year=2026"
+        )
+
+        self.assertEqual(personnel_response.status_code, status.HTTP_200_OK)
+        self.assertEqual(
+            personnel_response.data["headcount"]["average_employees"],
+            1050,
+        )
+        self.assertEqual(len(personnel_response.data["history"]), 2)
+
+        self.assertEqual(equipment_response.status_code, status.HTTP_200_OK)
+        self.assertEqual(equipment_response.data["summary"]["total_equipment"], 187)
+        self.assertEqual(
+            equipment_response.data["categories"][0]["category"],
+            "Станочное оборудование",
+        )
+
+    def test_products_and_risk_profile_endpoints(self):
+        products_response = self.client.get(
+            f"/api/v1/organizations/{self.organization.id}/analytics/products/"
+            "?frequency=quarterly&price_mode=actual&report_year=2026"
+        )
+        risk_response = self.client.get(
+            f"/api/v1/organizations/{self.organization.id}/risk-profile/"
+        )
+
+        self.assertEqual(products_response.status_code, status.HTTP_200_OK)
+        self.assertEqual(
+            products_response.data["summary"]["military_output_amount"],
+            11000000,
+        )
+        self.assertEqual(risk_response.status_code, status.HTTP_200_OK)
+        self.assertEqual(risk_response.data["risk_level"], "low")
+
+    def test_dashboard_endpoint(self):
+        response = self.client.get(
+            "/api/v1/analytics/dashboard/?corporation_scope=rosatom"
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data["corporation_scope"], "rosatom")
+        self.assertEqual(
+            response.data["distribution_by_cluster"][0]["cluster"], "radioelectronics"
+        )

tests/apps/organization/test_api.py

@@ -4,11 +4,11 @@ from __future__ import annotations
 
 from datetime import date
 
-from apps.registers.models import Register, RegisterUpload, RegistryMembershipPeriod
 from django.test import override_settings
 from rest_framework import status
 from rest_framework.test import APITestCase
 
+from apps.registers.models import Register, RegisterUpload, RegistryMembershipPeriod
 from tests.apps.organization.factories import OrganizationFactory
 from tests.apps.user.factories import UserFactory
 
@@ -22,7 +22,11 @@ class OrganizationApiTest(APITestCase):
         self.client.force_authenticate(self.user)
 
     def test_list_includes_only_active_registry_names(self):
-        organization = OrganizationFactory.create(name="АО Альфа")
+        organization = OrganizationFactory.create(
+            name="АО Альфа",
+            short_name="АО «Альфа»",
+            organization_type="ao",
+        )
         active_register = Register.objects.create(name="Реестр ОПК")
         closed_register = Register.objects.create(name="Архивный реестр")
         active_upload = RegisterUpload.objects.create(
@@ -58,10 +62,20 @@ class OrganizationApiTest(APITestCase):
         response = self.client.get("/api/v1/organizations/")
 
         self.assertEqual(response.status_code, status.HTTP_200_OK)
-        self.assertEqual(response.data["data"][0]["active_registry_names"], ["Реестр ОПК"])
+        self.assertEqual(
+            response.data["results"][0]["active_registry_names"], ["Реестр ОПК"]
+        )
+        self.assertEqual(response.data["results"][0]["corporation_scope"], ["opk"])
+        self.assertEqual(response.data["results"][0]["short_name"], "АО «Альфа»")
 
     def test_detail_includes_active_registries(self):
-        organization = OrganizationFactory.create()
+        organization = OrganizationFactory.create(
+            short_name="АО «Бета»",
+            general_director_name="Иванов Иван Иванович",
+            general_director_inn="123456789012",
+            financial_reports_available=True,
+            tax_reports_available=True,
+        )
         register = Register.objects.create(name="Реестр Роскосмос")
         upload = RegisterUpload.objects.create(
             registry=register,
@@ -81,13 +95,18 @@ class OrganizationApiTest(APITestCase):
 
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         self.assertEqual(
-            response.data["data"]["active_registry_names"],
+            response.data["summary"]["active_registry_names"],
             ["Реестр Роскосмос"],
         )
         self.assertEqual(
-            response.data["data"]["active_registries"],
+            response.data["active_registries"],
             [{"id": str(register.id), "name": "Реестр Роскосмос"}],
         )
+        self.assertEqual(response.data["corporation_scope"], ["roscosmos"])
+        self.assertEqual(
+            response.data["general_director"]["full_name"],
+            "Иванов Иван Иванович",
+        )
 
     def test_registry_filter_uses_only_active_memberships(self):
         active_organization = OrganizationFactory.create(name="АО Актив")
@@ -119,5 +138,45 @@ class OrganizationApiTest(APITestCase):
         response = self.client.get(f"/api/v1/organizations/?registry={register.id}")
 
         self.assertEqual(response.status_code, status.HTTP_200_OK)
-        self.assertEqual(len(response.data["data"]), 1)
-        self.assertEqual(response.data["data"][0]["id"], str(active_organization.id))
+        self.assertEqual(len(response.data["results"]), 1)
+        self.assertEqual(response.data["results"][0]["id"], str(active_organization.id))
+
+    def test_corporation_scope_filter_uses_active_registers(self):
+        rosatom_org = OrganizationFactory.create(name="АО Росатом")
+        roscosmos_org = OrganizationFactory.create(name="АО Роскосмос")
+        rosatom_register = Register.objects.create(name="Реестр госкорпорации Росатом")
+        roscosmos_register = Register.objects.create(
+            name="Реестр госкорпорации Роскосмос"
+        )
+        rosatom_upload = RegisterUpload.objects.create(
+            registry=rosatom_register,
+            actual_date=date(2026, 4, 1),
+            file_name="rosatom.xlsx",
+            file_hash="rosatom-hash",
+            rows_count=1,
+        )
+        roscosmos_upload = RegisterUpload.objects.create(
+            registry=roscosmos_register,
+            actual_date=date(2026, 4, 1),
+            file_name="roscosmos.xlsx",
+            file_hash="roscosmos-hash",
+            rows_count=1,
+        )
+        RegistryMembershipPeriod.objects.create(
+            registry=rosatom_register,
+            organization=rosatom_org,
+            started_at=date(2026, 4, 1),
+            started_by_upload=rosatom_upload,
+        )
+        RegistryMembershipPeriod.objects.create(
+            registry=roscosmos_register,
+            organization=roscosmos_org,
+            started_at=date(2026, 4, 1),
+            started_by_upload=roscosmos_upload,
+        )
+
+        response = self.client.get("/api/v1/organizations/?corporation_scope=rosatom")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(len(response.data["results"]), 1)
+        self.assertEqual(response.data["results"][0]["id"], str(rosatom_org.id))

tests/apps/organization/test_models.py

@@ -2,9 +2,10 @@
 
 from datetime import date
 
-from apps.registers.models import Register, RegisterUpload, RegistryMembershipPeriod
 from django.test import TestCase
 
+from apps.registers.models import Register, RegisterUpload, RegistryMembershipPeriod
+
 from .factories import OrganizationFactory
 
 
@@ -90,3 +91,40 @@ class OrganizationModelTest(TestCase):
 
         self.assertEqual(self.org.get_active_registry_names(), ["Активный реестр"])
         self.assertEqual(self.org.active_registry_names_display(), "Активный реестр")
+
+    def test_corporation_scopes_are_derived_from_active_registers(self):
+        rosatom_register = Register.objects.create(name="Реестр госкорпорации Росатом")
+        opk_register = Register.objects.create(name="Реестр предприятий ОПК")
+        upload = RegisterUpload.objects.create(
+            registry=rosatom_register,
+            actual_date=date(2026, 4, 1),
+            file_name="scopes.xlsx",
+            file_hash="scopes-hash",
+            rows_count=2,
+        )
+        opk_upload = RegisterUpload.objects.create(
+            registry=opk_register,
+            actual_date=date(2026, 4, 1),
+            file_name="scopes-opk.xlsx",
+            file_hash="scopes-opk-hash",
+            rows_count=2,
+        )
+
+        RegistryMembershipPeriod.objects.create(
+            registry=rosatom_register,
+            organization=self.org,
+            started_at=date(2026, 4, 1),
+            started_by_upload=upload,
+        )
+        RegistryMembershipPeriod.objects.create(
+            registry=opk_register,
+            organization=self.org,
+            started_at=date(2026, 4, 1),
+            started_by_upload=opk_upload,
+        )
+
+        self.assertEqual(self.org.get_corporation_scopes(), ["rosatom", "opk"])
+        self.assertEqual(
+            self.org.get_corporation_scope_labels(),
+            ["Госкорпорация «Росатом»", "Организации ОПК"],
+        )

tests/apps/organization/test_services.py

@@ -1,8 +1,9 @@
 """Tests for Organization services."""
 
-from apps.organization.services import OrganizationService
 from django.test import TestCase
 
+from apps.organization.services import OrganizationService
+
 from .factories import OrganizationFactory