test(workbook): fix margin-rate recalculation fixture and row selection

Clear raw gross values for the current-period lookup rows, edit both matching rows instead of a baseline row, and assert recalculated detail and unchanged baseline totals.

tests/test_formula_workbook_docs.py

@@ -1,3 +1,4 @@
+from decimal import Decimal
 from io import BytesIO
 
 import pytest
@@ -93,14 +94,18 @@ def test_margin_rate_lookup_edit_changes_gross_via_detail_recalculation(workspac
     import os
     import shutil
 
-    from finance.models import Fact
-
     if not (os.environ.get("SOFFICE_BIN") or shutil.which("soffice")):
         pytest.skip("set SOFFICE_BIN to run the LibreOffice recalculation check")
 
     ds, member, *_ = workspace
-    # 去掉直接毛利，使毛利全部走 lookup 毛利率
-    Fact.objects.filter(dataset=ds).update(gross=None)
+    # 模拟缺失原始直接毛利的导入行，数据库毛利按原毛利率计算。
+    gross_index = next(col["index"] for col in ds.mapping["columns"] if col["role"] == "gross")
+    for fact in ds.facts.filter(
+        period="2026-08", dimensions__department="儿科", dimensions__product="医疗服务"
+    ):
+        fact.raw[gross_index] = ""
+        fact.gross = fact.revenue * Decimal("0.3")
+        fact.save(update_fields=["raw", "gross"])
     mapping = {**ds.mapping, "margin_rates": {"医疗服务": "0.3"}}
     ds.mapping = mapping
     ds.save(update_fields=["mapping"])
@@ -118,10 +123,21 @@ def test_margin_rate_lookup_edit_changes_gross_via_detail_recalculation(workspac
         )
 
     editable = load_workbook(workbook_path)
-    # MarginRate 列在维度列之后：G 列（期间+2维度=3 列后第 4 个保留列）
-    header_row = [cell.value for cell in editable["计算明细"][1]]
-    rate_column = header_row.index("MarginRate") + 1
-    editable["计算明细"].cell(row=2, column=rate_column).value = 0.5
+    details = editable["计算明细"]
+    columns = {cell.value: cell.column for cell in details[1]}
+    lookup_rows = [
+        row
+        for row in range(2, details.max_row + 1)
+        if details.cell(row, columns["Period"]).value == "2026-08"
+        and details.cell(row, columns["department"]).value == "儿科"
+        and details.cell(row, columns["product"]).value == "医疗服务"
+    ]
+    assert len(lookup_rows) == 2
+    for row in lookup_rows:
+        assert details.cell(row, columns["GrossInput"]).value is None
+        assert details.cell(row, columns["GrossSource"]).value == "lookup"
+        assert details.cell(row, columns["MarginRate"]).value == pytest.approx(0.3)
+        details.cell(row, columns["MarginRate"]).value = 0.5
     editable.save(workbook_path)
 
     import subprocess
@@ -145,6 +161,8 @@ def test_margin_rate_lookup_edit_changes_gross_via_detail_recalculation(workspac
     )
     assert result.returncode == 0, result.stderr or result.stdout
     values = load_workbook(output / workbook_path.name, data_only=True)
+    details = values["计算明细"]
+    assert [details.cell(row, columns["GrossCalc"]).value for row in lookup_rows] == pytest.approx([40, 10])
     summary = values["分析汇总"]
     gross_row = next(
         row
@@ -153,3 +171,4 @@ def test_margin_rate_lookup_edit_changes_gross_via_detail_recalculation(workspac
     )
     # 2026-08 儿科收入 100，lookup 毛利率改为 0.5 后毛利应为 50
     assert summary.cell(gross_row, 3).value == pytest.approx(50)
+    assert summary.cell(gross_row, 4).value == pytest.approx(90)