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X-Financial/server/src/app/services/agent_foundation_asset_topup.py

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from __future__ import annotations
feat: 新增预算后端服务与差旅风险规则库 后端新增预算模型、端点和服务模块，支持预算 CRUD 和余额 查询，清理旧生成规则文件并替换为按严重等级分类的差旅风 险规则库，优化认证权限和报销单访问策略，新增财务规则目 录和演示数据构建脚本，前端预算中心增加对话框交互，完善 审计页面运行时模型和元数据展示，补充单元测试。
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from datetime import UTC, datetime
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feat: 新增预算后端服务与差旅风险规则库 后端新增预算模型、端点和服务模块，支持预算 CRUD 和余额 查询，清理旧生成规则文件并替换为按严重等级分类的差旅风 险规则库，优化认证权限和报销单访问策略，新增财务规则目 录和演示数据构建脚本，前端预算中心增加对话框交互，完善 审计页面运行时模型和元数据展示，补充单元测试。
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from sqlalchemy import select
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from app.core.agent_enums import (
AgentAssetContentType,
AgentAssetDomain,
AgentAssetStatus,
AgentAssetType,
AgentReviewStatus,
)
feat: 新增预算后端服务与差旅风险规则库 后端新增预算模型、端点和服务模块，支持预算 CRUD 和余额 查询，清理旧生成规则文件并替换为按严重等级分类的差旅风 险规则库，优化认证权限和报销单访问策略，新增财务规则目 录和演示数据构建脚本，前端预算中心增加对话框交互，完善 审计页面运行时模型和元数据展示，补充单元测试。
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from app.core.logging import get_logger
from app.models.agent_asset import AgentAsset
feat: 新增员工行为画像算法与费用风险标签体系 后端新增员工行为画像算法模块，支持标签规则引擎和评分计算， 完善员工模型、银行信息、序列化和导入逻辑，优化报销审批流 和工作流常量，增强 Hermes 同步和知识同步能力，前端新增费 用画像详情弹窗、雷达图和风险卡片组件，完善登录页和工作台 样式，优化文档中心和归档中心交互，补充单元测试。
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from app.models.agent_run import AgentRun
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from app.services.agent_asset_spreadsheet import (
COMPANY_COMMUNICATION_EXPENSE_RULE_CODE,
COMPANY_TRAVEL_EXPENSE_RULE_CODE,
FINANCE_RULES_LIBRARY,
feat: 新增预算后端服务与差旅风险规则库 后端新增预算模型、端点和服务模块，支持预算 CRUD 和余额 查询，清理旧生成规则文件并替换为按严重等级分类的差旅风 险规则库，优化认证权限和报销单访问策略，新增财务规则目 录和演示数据构建脚本，前端预算中心增加对话框交互，完善 审计页面运行时模型和元数据展示，补充单元测试。
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AgentAssetSpreadsheetManager,
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)
from app.services.agent_foundation_constants import (
ATTACHMENT_RULE_ASSET_CODE,
ATTACHMENT_RULE_RUNTIME_CONFIG,
COMPANY_COMMUNICATION_RULE_SCENARIO_JSON,
COMPANY_COMMUNICATION_RULE_VERSION,
COMPANY_TRAVEL_RULE_SCENARIO_JSON,
COMPANY_TRAVEL_RULE_VERSION,
feat: 新增员工行为画像算法与费用风险标签体系 后端新增员工行为画像算法模块，支持标签规则引擎和评分计算， 完善员工模型、银行信息、序列化和导入逻辑，优化报销审批流 和工作流常量，增强 Hermes 同步和知识同步能力，前端新增费 用画像详情弹窗、雷达图和风险卡片组件，完善登录页和工作台 样式，优化文档中心和归档中心交互，补充单元测试。
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DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE,
DIGITAL_EMPLOYEE_LEGACY_TASK_CODES,
feat: 新增数字员工管理页面与工作台首页重构 后端优化 agent 资产种子初始化和常量配置，前端新增数字员工 视图和调度对话框组件，重构个人工作台首页布局和洞察面板， 完善审计页面数字员工详情和运行时模型，优化侧边栏导航和图 标配置，新增工作台摘要和工作台数据模块，补充单元测试。
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DIGITAL_EMPLOYEE_SKILL_CATEGORIES,
DIGITAL_EMPLOYEE_TASK_CATEGORY_MAP,
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)
logger = get_logger("app.services.agent_foundation")
class AgentFoundationAssetTopUpMixin:
feat: 新增员工行为画像算法与费用风险标签体系 后端新增员工行为画像算法模块，支持标签规则引擎和评分计算， 完善员工模型、银行信息、序列化和导入逻辑，优化报销审批流 和工作流常量，增强 Hermes 同步和知识同步能力，前端新增费 用画像详情弹窗、雷达图和风险卡片组件，完善登录页和工作台 样式，优化文档中心和归档中心交互，补充单元测试。
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def _remove_legacy_digital_employee_assets(self) -> None:
assets = list(
self.db.scalars(
select(AgentAsset).where(AgentAsset.code.in_(DIGITAL_EMPLOYEE_LEGACY_TASK_CODES))
).all()
)
if not assets:
return
asset_ids = [asset.id for asset in assets]
runs = list(
self.db.scalars(select(AgentRun).where(AgentRun.task_id.in_(asset_ids))).all()
)
for run in runs:
run.task_id = None
self.db.add(run)
for asset in assets:
self.db.delete(asset)
feat: 新增数字员工管理页面与工作台首页重构 后端优化 agent 资产种子初始化和常量配置，前端新增数字员工 视图和调度对话框组件，重构个人工作台首页布局和洞察面板， 完善审计页面数字员工详情和运行时模型，优化侧边栏导航和图 标配置，新增工作台摘要和工作台数据模块，补充单元测试。
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def _sync_digital_employee_skill_categories(self) -> None:
category_options = list(DIGITAL_EMPLOYEE_SKILL_CATEGORIES)
has_changes = False
for code, category in DIGITAL_EMPLOYEE_TASK_CATEGORY_MAP.items():
asset = self.db.scalar(select(AgentAsset).where(AgentAsset.code == code))
if asset is None:
continue
config_json = dict(asset.config_json or {})
changed = False
feat: 新增员工行为画像算法与费用风险标签体系 后端新增员工行为画像算法模块，支持标签规则引擎和评分计算， 完善员工模型、银行信息、序列化和导入逻辑，优化报销审批流 和工作流常量，增强 Hermes 同步和知识同步能力，前端新增费 用画像详情弹窗、雷达图和风险卡片组件，完善登录页和工作台 样式，优化文档中心和归档中心交互，补充单元测试。
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task_type = code.replace("task.hermes.", "").replace(".", "_")
if config_json.get("task_type") != task_type:
config_json["task_type"] = task_type
changed = True
feat: 新增数字员工管理页面与工作台首页重构 后端优化 agent 资产种子初始化和常量配置，前端新增数字员工 视图和调度对话框组件，重构个人工作台首页布局和洞察面板， 完善审计页面数字员工详情和运行时模型，优化侧边栏导航和图 标配置，新增工作台摘要和工作台数据模块，补充单元测试。
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if config_json.get("skill_category") != category:
config_json["skill_category"] = category
changed = True
if config_json.get("skill_category_options") != category_options:
config_json["skill_category_options"] = category_options
changed = True
if changed:
asset.config_json = config_json
self.db.add(asset)
has_changes = True
if has_changes:
self.db.commit()
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def _top_up_agent_assets(self, existing_codes: set[str]) -> None:
self._remove_legacy_rule_assets()
feat: 新增员工行为画像算法与费用风险标签体系 后端新增员工行为画像算法模块，支持标签规则引擎和评分计算， 完善员工模型、银行信息、序列化和导入逻辑，优化报销审批流 和工作流常量，增强 Hermes 同步和知识同步能力，前端新增费 用画像详情弹窗、雷达图和风险卡片组件，完善登录页和工作台 样式，优化文档中心和归档中心交互，补充单元测试。
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self._remove_legacy_digital_employee_assets()
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existing_codes = set(self.db.scalars(select(AgentAsset.code)).all())
feat: 新增数字员工管理页面与工作台首页重构 后端优化 agent 资产种子初始化和常量配置，前端新增数字员工 视图和调度对话框组件，重构个人工作台首页布局和洞察面板， 完善审计页面数字员工详情和运行时模型，优化侧边栏导航和图 标配置，新增工作台摘要和工作台数据模块，补充单元测试。
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self._sync_digital_employee_skill_categories()
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attachment_rule = self.db.scalar(
select(AgentAsset).where(AgentAsset.code == ATTACHMENT_RULE_ASSET_CODE)
)
scene_submission_rule = self.db.scalar(
select(AgentAsset).where(AgentAsset.code == "rule.expense.scene_submission_standard")
)
travel_policy_rule = self.db.scalar(
select(AgentAsset).where(AgentAsset.code == "rule.expense.travel_risk_control_standard")
)
company_travel_rule = self.db.scalar(
select(AgentAsset).where(AgentAsset.code == COMPANY_TRAVEL_EXPENSE_RULE_CODE)
)
company_communication_rule = self.db.scalar(
select(AgentAsset).where(AgentAsset.code == COMPANY_COMMUNICATION_EXPENSE_RULE_CODE)
)
if ATTACHMENT_RULE_ASSET_CODE not in existing_codes:
attachment_rule = self._create_seed_asset(
asset_type=AgentAssetType.RULE.value,
code=ATTACHMENT_RULE_ASSET_CODE,
name="报销附件与单据完整性规则",
description="统一定义报销提交时的附件数量、票据类型和补件处理口径，作为上线前待审核规则。",
domain=AgentAssetDomain.EXPENSE.value,
scenario_json=["expense", "risk_check", "attachment_policy", "invoice_anomaly"],
owner="财务制度管理组",
reviewer="高嘉禾",
status=AgentAssetStatus.REVIEW.value,
current_version="v1.0.0",
config_json={
"severity": "high",
"enabled": False,
"runtime_kind": "policy_rule_draft",
"rule_template_key": "attachment_requirement_v1",
"rule_template_label": "附件要求模板",
"runtime_rule": ATTACHMENT_RULE_RUNTIME_CONFIG,
},
)
if attachment_rule is not None:
if not str(attachment_rule.current_version or "").strip():
attachment_rule.current_version = "v1.0.0"
if not str(attachment_rule.working_version or "").strip():
attachment_rule.working_version = attachment_rule.current_version
attachment_rule.status = attachment_rule.status or AgentAssetStatus.REVIEW.value
attachment_rule.description = (
"统一定义报销提交时的附件数量、票据类型和补件处理口径，作为上线前待审核规则。"
)
attachment_rule.config_json = {
"severity": "high",
"enabled": False,
"runtime_kind": "policy_rule_draft",
"rule_template_key": "attachment_requirement_v1",
"rule_template_label": "附件要求模板",
"runtime_rule": ATTACHMENT_RULE_RUNTIME_CONFIG,
}
self._ensure_asset_version(
attachment_rule,
version="v0.9.0",
content=self._attachment_submission_requirement_markdown(
version_note="首版附件完整性规则草稿，覆盖基础票据与补件口径。",
include_review_note=True,
),
content_type=AgentAssetContentType.MARKDOWN.value,
change_note="首版草稿。",
created_by="高嘉禾",
)
self._ensure_asset_version(
attachment_rule,
version="v1.0.0",
content=self._attachment_submission_requirement_markdown(
version_note="补充票据缺失、收据替代和差旅等效凭证口径，待审核。",
include_review_note=True,
),
content_type=AgentAssetContentType.MARKDOWN.value,
change_note="补充票据替代与差旅等效凭证口径，待审核。",
created_by="高嘉禾",
)
self._ensure_asset_review(
attachment_rule,
version="v1.0.0",
reviewer="高嘉禾",
review_status=AgentReviewStatus.PENDING.value,
review_note="等待制度管理员确认收据替代与补件时限口径。",
reviewed_at=None,
)
if "rule.expense.scene_submission_standard" not in existing_codes:
scene_submission_rule = self._create_seed_asset(
asset_type=AgentAssetType.RULE.value,
code="rule.expense.scene_submission_standard",
name="报销场景提交与附件标准",
description="统一定义各报销场景的必填字段、附件类型要求和金额阈值。",
domain=AgentAssetDomain.EXPENSE.value,
scenario_json=["expense", "risk_check", "scene_policy", "attachment_policy"],
owner="费用运营组",
reviewer="顾承宇",
status=AgentAssetStatus.ACTIVE.value,
current_version="v1.0.0",
config_json={
"severity": "high",
"enabled": True,
"runtime_kind": "scene_matrix",
"rule_template_label": "系统内置场景矩阵规则",
},
)
if scene_submission_rule is not None:
if not str(scene_submission_rule.current_version or "").strip():
scene_submission_rule.current_version = "v1.0.0"
if not str(scene_submission_rule.working_version or "").strip():
scene_submission_rule.working_version = scene_submission_rule.current_version
if not str(scene_submission_rule.published_version or "").strip():
scene_submission_rule.published_version = scene_submission_rule.current_version
scene_submission_rule.status = (
scene_submission_rule.status or AgentAssetStatus.ACTIVE.value
)
scene_submission_rule.description = (
"统一定义各报销场景的必填字段、附件类型要求和金额阈值。"
)
scene_submission_rule.config_json = {
"severity": "high",
"enabled": True,
"runtime_kind": "scene_matrix",
"rule_template_label": "系统内置场景矩阵规则",
}
self._ensure_asset_version(
scene_submission_rule,
version="v1.0.0",
content=self._scene_submission_standard_markdown(),
content_type=AgentAssetContentType.MARKDOWN.value,
change_note="首版报销场景提交标准，覆盖附件类型、必填字段和金额阈值。",
created_by="系统初始化",
)
self._ensure_asset_review(
scene_submission_rule,
version="v1.0.0",
reviewer="顾承宇",
review_status=AgentReviewStatus.APPROVED.value,
review_note="可作为报销场景统一审核标准正式执行。",
reviewed_at=datetime.now(UTC),
)
if "rule.expense.travel_risk_control_standard" not in existing_codes:
travel_policy_rule = self._create_seed_asset(
asset_type=AgentAssetType.RULE.value,
code="rule.expense.travel_risk_control_standard",
name="差旅报销风险管控制度",
description="统一定义差旅报销的行程闭环、酒店地点一致性、职级差标和风险处置口径。",
domain=AgentAssetDomain.EXPENSE.value,
scenario_json=["expense", "risk_check", "travel_policy", "travel_standard"],
owner="风控与审计部",
reviewer="顾承宇",
status=AgentAssetStatus.ACTIVE.value,
current_version="v1.1.0",
config_json={
"severity": "high",
"enabled": True,
"block_on_high_risk": True,
"warning_on_medium_risk": True,
"source_doc": "document/development/risks/travel-risk-control-standard.md",
"runtime_kind": "travel_policy",
"rule_template_key": "travel_standard_v1",
"rule_template_label": "差旅标准模板",
},
)
if travel_policy_rule is not None:
if not str(travel_policy_rule.current_version or "").strip():
travel_policy_rule.current_version = "v1.1.0"
if not str(travel_policy_rule.working_version or "").strip():
travel_policy_rule.working_version = travel_policy_rule.current_version
if not str(travel_policy_rule.published_version or "").strip():
travel_policy_rule.published_version = travel_policy_rule.current_version
travel_policy_rule.status = travel_policy_rule.status or AgentAssetStatus.ACTIVE.value
travel_policy_rule.config_json = {
"severity": "high",
"enabled": True,
"block_on_high_risk": True,
"warning_on_medium_risk": True,
"source_doc": "document/development/risks/travel-risk-control-standard.md",
"runtime_kind": "travel_policy",
"rule_template_key": "travel_standard_v1",
"rule_template_label": "差旅标准模板",
}
self._ensure_asset_version(
travel_policy_rule,
version="v1.0.0",
content=self._travel_risk_control_standard_markdown(version="v1.0.0"),
content_type=AgentAssetContentType.MARKDOWN.value,
change_note="首版差旅制度执行规则，覆盖行程闭环与基础差标校验。",
created_by="系统初始化",
)
self._ensure_asset_version(
travel_policy_rule,
version="v1.1.0",
content=self._travel_risk_control_standard_markdown(version="v1.1.0"),
content_type=AgentAssetContentType.MARKDOWN.value,
change_note="补充可执行规则块，供审核引擎直接消费差旅制度标准。",
created_by="系统初始化",
)
self._ensure_asset_review(
travel_policy_rule,
version="v1.1.0",
reviewer="顾承宇",
review_status=AgentReviewStatus.APPROVED.value,
review_note="制度口径已确认，并已补充可执行配置供审核引擎读取。",
reviewed_at=datetime.now(UTC),
)
self.sync_platform_risk_rules_from_library()
if COMPANY_TRAVEL_EXPENSE_RULE_CODE not in existing_codes:
company_travel_rule = self._create_seed_asset(
asset_type=AgentAssetType.RULE.value,
code=COMPANY_TRAVEL_EXPENSE_RULE_CODE,
name="公司差旅费报销规则",
description="通过 Excel 明细表维护差旅费报销标准、票据要求和审批口径。",
domain=AgentAssetDomain.EXPENSE.value,
scenario_json=list(COMPANY_TRAVEL_RULE_SCENARIO_JSON),
owner="财务制度管理组",
reviewer="顾承宇",
status=AgentAssetStatus.ACTIVE.value,
current_version=COMPANY_TRAVEL_RULE_VERSION,
config_json={
"severity": "medium",
"enabled": True,
"tag": "财务规则",
"detail_mode": "spreadsheet",
"scenario_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
"ai_review_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
"rule_template_label": "差旅报销 Excel 模板",
},
)
if COMPANY_COMMUNICATION_EXPENSE_RULE_CODE not in existing_codes:
company_communication_rule = self._create_seed_asset(
asset_type=AgentAssetType.RULE.value,
code=COMPANY_COMMUNICATION_EXPENSE_RULE_CODE,
name="公司通信费报销规则",
description="通过 Excel 明细表维护员工通信费报销标准、专项补充口径和审批要求。",
domain=AgentAssetDomain.EXPENSE.value,
scenario_json=list(COMPANY_COMMUNICATION_RULE_SCENARIO_JSON),
owner="财务制度管理组",
reviewer="顾承宇",
status=AgentAssetStatus.ACTIVE.value,
current_version=COMPANY_COMMUNICATION_RULE_VERSION,
config_json={
"severity": "medium",
"enabled": True,
"tag": "财务规则",
"detail_mode": "spreadsheet",
"scenario_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
"ai_review_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
"rule_template_label": "通信费报销 Excel 模板",
},
)
if company_travel_rule is not None:
company_travel_rule.scenario_json = list(COMPANY_TRAVEL_RULE_SCENARIO_JSON)
if not str(company_travel_rule.current_version or "").strip():
company_travel_rule.current_version = COMPANY_TRAVEL_RULE_VERSION
if not str(company_travel_rule.working_version or "").strip():
company_travel_rule.working_version = company_travel_rule.current_version
if not str(company_travel_rule.published_version or "").strip():
company_travel_rule.published_version = company_travel_rule.current_version
if not str(company_travel_rule.status or "").strip():
company_travel_rule.status = AgentAssetStatus.ACTIVE.value
company_travel_rule.description = (
"通过 Excel 明细表维护差旅费报销标准、票据要求和审批口径。"
)
company_travel_rule.config_json = {
**(company_travel_rule.config_json or {}),
"severity": "medium",
"enabled": True,
"tag": "财务规则",
"detail_mode": "spreadsheet",
"rule_library": FINANCE_RULES_LIBRARY,
"scenario_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
"ai_review_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
"rule_template_label": "差旅报销 Excel 模板",
}
company_travel_rule_meta = self._ensure_company_travel_rule_spreadsheet_seed(
company_travel_rule,
version=str(company_travel_rule.current_version or COMPANY_TRAVEL_RULE_VERSION),
actor_name="系统初始化",
)
self._ensure_asset_version(
company_travel_rule,
version=str(company_travel_rule.current_version or COMPANY_TRAVEL_RULE_VERSION),
content=AgentAssetSpreadsheetManager.build_version_markdown(
rule_name=company_travel_rule.name,
version=str(company_travel_rule.current_version or COMPANY_TRAVEL_RULE_VERSION),
metadata=company_travel_rule_meta,
),
content_type=AgentAssetContentType.MARKDOWN.value,
change_note="初始化差旅费报销 Excel 规则表。",
created_by="系统初始化",
)
if (
str(company_travel_rule.current_version or "").strip()
== COMPANY_TRAVEL_RULE_VERSION
):
self._ensure_asset_review(
company_travel_rule,
version=COMPANY_TRAVEL_RULE_VERSION,
reviewer="顾承宇",
review_status=AgentReviewStatus.APPROVED.value,
review_note="首版 Excel 规则表已确认，可作为财务规则使用。",
reviewed_at=datetime.now(UTC),
)
if company_communication_rule is not None:
company_communication_rule.scenario_json = list(
COMPANY_COMMUNICATION_RULE_SCENARIO_JSON
)
if not str(company_communication_rule.current_version or "").strip():
company_communication_rule.current_version = COMPANY_COMMUNICATION_RULE_VERSION
if not str(company_communication_rule.working_version or "").strip():
company_communication_rule.working_version = (
company_communication_rule.current_version
)
if not str(company_communication_rule.published_version or "").strip():
company_communication_rule.published_version = (
company_communication_rule.current_version
)
if not str(company_communication_rule.status or "").strip():
company_communication_rule.status = AgentAssetStatus.ACTIVE.value
company_communication_rule.description = (
"通过 Excel 明细表维护员工通信费报销标准、专项补充口径和审批要求。"
)
company_communication_rule.config_json = {
**(company_communication_rule.config_json or {}),
"severity": "medium",
"enabled": True,
"tag": "财务规则",
"detail_mode": "spreadsheet",
"rule_library": FINANCE_RULES_LIBRARY,
"scenario_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
"ai_review_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
"rule_template_label": "通信费报销 Excel 模板",
}
company_communication_rule_meta = (
self._ensure_company_communication_rule_spreadsheet_seed(
company_communication_rule,
version=str(
company_communication_rule.current_version
or COMPANY_COMMUNICATION_RULE_VERSION
),
actor_name="系统初始化",
)
)
self._ensure_asset_version(
company_communication_rule,
version=str(
company_communication_rule.current_version or COMPANY_COMMUNICATION_RULE_VERSION
),
content=AgentAssetSpreadsheetManager.build_version_markdown(
rule_name=company_communication_rule.name,
version=str(
company_communication_rule.current_version
or COMPANY_COMMUNICATION_RULE_VERSION
),
metadata=company_communication_rule_meta,
),
content_type=AgentAssetContentType.MARKDOWN.value,
change_note="初始化通信费报销 Excel 规则表。",
created_by="系统初始化",
)
if (
str(company_communication_rule.current_version or "").strip()
== COMPANY_COMMUNICATION_RULE_VERSION
):
self._ensure_asset_review(
company_communication_rule,
version=COMPANY_COMMUNICATION_RULE_VERSION,
reviewer="顾承宇",
review_status=AgentReviewStatus.APPROVED.value,
review_note="首版 Excel 规则表已确认，可作为财务规则使用。",
reviewed_at=datetime.now(UTC),
)
feat: 新增预算后端服务与差旅风险规则库 后端新增预算模型、端点和服务模块，支持预算 CRUD 和余额 查询，清理旧生成规则文件并替换为按严重等级分类的差旅风 险规则库，优化认证权限和报销单访问策略，新增财务规则目 录和演示数据构建脚本，前端预算中心增加对话框交互，完善 审计页面运行时模型和元数据展示，补充单元测试。
2026-05-26 17:29:35 +08:00
self._hide_deprecated_finance_rule_assets()
refactor(server): split oversized backend services
2026-05-22 10:42:31 +08:00
if "skill.ar.aging_summary" not in existing_codes:
asset = self._create_seed_asset(
asset_type=AgentAssetType.SKILL.value,
code="skill.ar.aging_summary",
name="应收账龄汇总技能",
description="按客户、账龄和逾期状态汇总应收风险分布。",
domain=AgentAssetDomain.AR.value,
scenario_json=["accounts_receivable", "query", "aging_summary"],
owner="平台研发组",
reviewer="陈硕",
status=AgentAssetStatus.ACTIVE.value,
current_version="v1.0.0",
config_json={"input_schema": ["customer", "aging_bucket", "status"]},
)
self._ensure_asset_version(
asset,
version="v1.0.0",
content=self._json_content(
{
"inputs": ["customer", "aging_bucket", "status"],
"outputs": ["receivable_total", "overdue_total", "customer_count"],
"dependencies": ["database.accounts_receivable"],
}
),
content_type=AgentAssetContentType.JSON.value,
change_note="初始化应收账龄技能快照。",
created_by="系统初始化",
)
if "mcp.ledger.snapshot_mock" not in existing_codes:
asset = self._create_seed_asset(
asset_type=AgentAssetType.MCP.value,
code="mcp.ledger.snapshot_mock",
name="总账快照 Mock 服务",
description="模拟返回应收、应付和费用汇总快照，供 Agent 查询和巡检。",
domain=AgentAssetDomain.SYSTEM.value,
scenario_json=["expense", "accounts_receivable", "accounts_payable"],
owner="平台研发组",
reviewer="周悦宁",
status=AgentAssetStatus.ACTIVE.value,
current_version="v1.0.0",
config_json={"endpoint": "mock://ledger/snapshot", "timeout_ms": 1500},
)
self._ensure_asset_version(
asset,
version="v1.0.0",
content=self._json_content(
{
"service_type": "mock",
"auth_mode": "service_account",
"degrade_strategy": "return_cached_snapshot_with_warning",
}
),
content_type=AgentAssetContentType.JSON.value,
change_note="初始化总账快照 MCP。",
created_by="系统初始化",
)
feat: 新增员工行为画像算法与费用风险标签体系 后端新增员工行为画像算法模块，支持标签规则引擎和评分计算， 完善员工模型、银行信息、序列化和导入逻辑，优化报销审批流 和工作流常量，增强 Hermes 同步和知识同步能力，前端新增费 用画像详情弹窗、雷达图和风险卡片组件，完善登录页和工作台 样式，优化文档中心和归档中心交互，补充单元测试。
2026-05-28 12:09:49 +08:00
finance_policy_cron = "0 3 * * *"
finance_policy_config = {
**self._digital_employee_task_config(
DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE,
finance_policy_cron,
),
"schedule": finance_policy_cron,
"cron_expression": finance_policy_cron,
"skill_name": "finance-policy-knowledge-organizer",
"folder": "财务制度",
"changed_only": True,
"output_format": "knowledge_organizing_report",
}
refactor(server): split oversized backend services
2026-05-22 10:42:31 +08:00
feat: 新增员工行为画像算法与费用风险标签体系 后端新增员工行为画像算法模块，支持标签规则引擎和评分计算， 完善员工模型、银行信息、序列化和导入逻辑，优化报销审批流 和工作流常量，增强 Hermes 同步和知识同步能力，前端新增费 用画像详情弹窗、雷达图和风险卡片组件，完善登录页和工作台 样式，优化文档中心和归档中心交互，补充单元测试。
2026-05-28 12:09:49 +08:00
if DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE not in existing_codes:
refactor(server): split oversized backend services
2026-05-22 10:42:31 +08:00
asset = self._create_seed_asset(
asset_type=AgentAssetType.TASK.value,
feat: 新增员工行为画像算法与费用风险标签体系 后端新增员工行为画像算法模块，支持标签规则引擎和评分计算， 完善员工模型、银行信息、序列化和导入逻辑，优化报销审批流 和工作流常量，增强 Hermes 同步和知识同步能力，前端新增费 用画像详情弹窗、雷达图和风险卡片组件，完善登录页和工作台 样式，优化文档中心和归档中心交互，补充单元测试。
2026-05-28 12:09:49 +08:00
code=DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE,
name="整理公司财务知识制度",
description="按计划整理公司财务制度、报销口径、审批要求和知识库资料，形成可复核的结构化知识。",
refactor(server): split oversized backend services
2026-05-22 10:42:31 +08:00
domain=AgentAssetDomain.SYSTEM.value,
scenario_json=["schedule", "knowledge", "rule_center"],
owner="财务制度管理组",
reviewer="顾承宇",
status=AgentAssetStatus.ACTIVE.value,
current_version="v1.0.0",
feat: 新增员工行为画像算法与费用风险标签体系 后端新增员工行为画像算法模块，支持标签规则引擎和评分计算， 完善员工模型、银行信息、序列化和导入逻辑，优化报销审批流 和工作流常量，增强 Hermes 同步和知识同步能力，前端新增费 用画像详情弹窗、雷达图和风险卡片组件，完善登录页和工作台 样式，优化文档中心和归档中心交互，补充单元测试。
2026-05-28 12:09:49 +08:00
config_json=finance_policy_config,
refactor(server): split oversized backend services
2026-05-22 10:42:31 +08:00
)
feat: 新增员工行为画像算法与费用风险标签体系 后端新增员工行为画像算法模块，支持标签规则引擎和评分计算， 完善员工模型、银行信息、序列化和导入逻辑，优化报销审批流 和工作流常量，增强 Hermes 同步和知识同步能力，前端新增费 用画像详情弹窗、雷达图和风险卡片组件，完善登录页和工作台 样式，优化文档中心和归档中心交互，补充单元测试。
2026-05-28 12:09:49 +08:00
else:
asset = self.db.scalar(
select(AgentAsset).where(AgentAsset.code == DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE)
refactor(server): split oversized backend services
2026-05-22 10:42:31 +08:00
)
feat: 新增员工行为画像算法与费用风险标签体系 后端新增员工行为画像算法模块，支持标签规则引擎和评分计算， 完善员工模型、银行信息、序列化和导入逻辑，优化报销审批流 和工作流常量，增强 Hermes 同步和知识同步能力，前端新增费 用画像详情弹窗、雷达图和风险卡片组件，完善登录页和工作台 样式，优化文档中心和归档中心交互，补充单元测试。
2026-05-28 12:09:49 +08:00
if asset is None:
return
existing_config = dict(asset.config_json or {})
existing_cron = (
existing_config.get("cron")
or existing_config.get("schedule")
or existing_config.get("cron_expression")
)
schedule_config = (
{
"cron": existing_cron,
"schedule": existing_cron,
"cron_expression": existing_cron,
}
if existing_cron
else {}
)
asset.name = "整理公司财务知识制度"
asset.description = "按计划整理公司财务制度、报销口径、审批要求和知识库资料，形成可复核的结构化知识。"
asset.owner = "财务制度管理组"
asset.domain = AgentAssetDomain.SYSTEM.value
asset.scenario_json = ["schedule", "knowledge", "rule_center"]
asset.config_json = {
**existing_config,
"agent": "hermes",
"task_type": "finance_policy_knowledge_organize",
"skill_category": "整理",
"skill_category_options": list(DIGITAL_EMPLOYEE_SKILL_CATEGORIES),
"skill_name": "finance-policy-knowledge-organizer",
"folder": existing_config.get("folder") or "财务制度",
"changed_only": existing_config.get("changed_only", True),
"output_format": "knowledge_organizing_report",
**schedule_config,
}
self.db.add(asset)
self._ensure_asset_version(
asset,
version="v1.0.0",
content=self._finance_policy_knowledge_skill_markdown(),
content_type=AgentAssetContentType.MARKDOWN.value,
change_note="初始化整理公司财务知识制度能力。",
created_by="系统初始化",
)
Reference in New Issue Copy Permalink