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

from __future__ import annotations

import json
from collections import defaultdict
from decimal import Decimal
from typing import Any

from app.algorithem.employee_behavior_profile import ALGORITHM_VERSION
from app.models.agent_run import AgentRun
from app.models.employee import Employee
from app.models.financial_record import ExpenseClaim

TRAVEL_EXPENSE_TYPES = {
    "travel",
    "train_ticket",
    "flight_ticket",
    "hotel_ticket",
    "ride_ticket",
    "travel_allowance",
}
ENTERTAINMENT_EXPENSE_TYPES = {"meal", "entertainment"}


class EmployeeBehaviorProfileMetricHelpers:
    def _sum_amount_by_employee(self, claims: list[ExpenseClaim]) -> dict[str, Decimal]:
        grouped: dict[str, Decimal] = defaultdict(Decimal)
        for claim in claims:
            grouped[self._claim_employee_key(claim)] += self._decimal(claim.amount)
        return dict(grouped)

    def _count_by_employee(self, claims: list[ExpenseClaim]) -> dict[str, int]:
        grouped: dict[str, int] = defaultdict(int)
        for claim in claims:
            grouped[self._claim_employee_key(claim)] += 1
        return dict(grouped)

    def _return_count_by_employee(self, claims: list[ExpenseClaim]) -> dict[str, int]:
        grouped: dict[str, int] = defaultdict(int)
        for claim in claims:
            grouped[self._claim_employee_key(claim)] += self._return_count([claim])
        return dict(grouped)

    def _claim_employee_key(self, claim: ExpenseClaim) -> str:
        return str(claim.employee_id or claim.employee_name or "unknown").strip()

    def _employee_identifiers(self, employee: Employee) -> set[str]:
        return {
            item
            for item in (
                employee.id,
                employee.employee_no,
                employee.email,
                employee.name,
            )
            if str(item or "").strip()
        }

    def _return_count(self, claims: list[ExpenseClaim]) -> int:
        count = 0
        for claim in claims:
            status = str(claim.status or "").lower()
            if status in {"returned", "supplement", "rejected"}:
                count += 1
            for flag in claim.risk_flags_json or []:
                if isinstance(flag, dict) and str(flag.get("source") or "") == "manual_return":
                    count += 1
        return count

    def _missing_attachment_count(self, claim: ExpenseClaim) -> int:
        if not claim.items:
            return int((claim.invoice_count or 0) <= 0)
        return sum(1 for item in claim.items if not str(item.invoice_id or "").strip())

    def _has_amount_mismatch(self, claim: ExpenseClaim) -> bool:
        if not claim.items:
            return False
        item_total = sum((self._decimal(item.item_amount) for item in claim.items), Decimal("0"))
        return abs(item_total - self._decimal(claim.amount)) > Decimal("0.01")

    def _missing_context_count(self, claim: ExpenseClaim) -> int:
        missing = 0
        for value in (claim.reason, claim.location, claim.project_code):
            if self._is_missing_value(value):
                missing += 1
        for item in claim.items or []:
            if self._is_missing_value(item.item_reason):
                missing += 1
            if item.item_type in TRAVEL_EXPENSE_TYPES and self._is_missing_value(
                item.item_location
            ):
                missing += 1
        return missing

    def _claim_travel_days(self, claim: ExpenseClaim | None) -> Decimal:
        if claim is None:
            return Decimal("0")
        dates = {
            item.item_date
            for item in claim.items or []
            if item.item_type in TRAVEL_EXPENSE_TYPES and item.item_date is not None
        }
        if dates:
            return Decimal(max(1, len(dates)))
        return Decimal("1") if claim.expense_type in TRAVEL_EXPENSE_TYPES else Decimal("0")

    def _entertainment_unit_amount(self, claim: ExpenseClaim) -> Decimal:
        if claim.expense_type not in ENTERTAINMENT_EXPENSE_TYPES:
            return Decimal("0")
        attendee_count = self._extract_attendee_count(claim)
        if attendee_count <= 0:
            return Decimal("0")
        return self._decimal(claim.amount) / Decimal(attendee_count)

    def _extract_attendee_count(self, claim: ExpenseClaim) -> int:
        text = " ".join(
            [claim.reason or "", *(item.item_reason or "" for item in claim.items or [])]
        )
        for token in ("人", "位"):
            parts = text.split(token)
            for part in parts:
                digits = "".join(ch for ch in part[-3:] if ch.isdigit())
                if digits:
                    return max(1, int(digits))
        return 0

    def _resolve_scope_from_claim(self, claim_id: str | None, expense_type_scope: str) -> str:
        normalized = str(expense_type_scope or "overall").strip() or "overall"
        if normalized != "overall" or not claim_id:
            return normalized
        claim = self.db.get(ExpenseClaim, claim_id)
        return str(claim.expense_type or "overall").strip() if claim is not None else normalized

    def _is_claim_in_scope(self, claim: ExpenseClaim, expense_type_scope: str) -> bool:
        scope = str(expense_type_scope or "overall").strip()
        if scope == "overall":
            return True
        if scope == "entertainment":
            return claim.expense_type in ENTERTAINMENT_EXPENSE_TYPES
        if scope == "travel":
            return claim.expense_type in TRAVEL_EXPENSE_TYPES
        return claim.expense_type == scope

    def _common_metrics(self, context: dict[str, Any]) -> dict[str, Any]:
        return {
            "window_days": context["window_days"],
            "expense_type_scope": context["expense_type_scope"],
            "peer_group_key": context["peer_group_key"],
            "peer_group_fallback_level": context["peer_group_fallback_level"],
            "peer_sample_size": context["peer_sample_size"],
            "algorithm_version": ALGORITHM_VERSION,
        }

    def _estimate_tokens(self, runs: list[AgentRun]) -> int:
        total = 0
        for run in runs:
            payload = {
                "ontology": run.ontology_json,
                "route": run.route_json,
                "summary": run.result_summary,
                "error": run.error_message,
                "tools": [
                    {
                        "request": tool.request_json,
                        "response": tool.response_json,
                        "error": tool.error_message,
                    }
                    for tool in run.tool_calls
                ],
            }
            text = json.dumps(payload, ensure_ascii=False, default=str)
            total += max(0, len(text) // 4)
        return total

    @staticmethod
    def _is_missing_value(value: Any) -> bool:
        text = str(value or "").strip()
        return not text or text in {"待补充", "暂无", "无", "未知"}

    @staticmethod
    def _decimal(value: Any) -> Decimal:
        try:
            return Decimal(str(value or "0"))
        except Exception:
            return Decimal("0")

    @staticmethod
    def _format_decimal(value: Any) -> str:
        try:
            return str(Decimal(str(value or "0")).quantize(Decimal("0.0001")).normalize())
        except Exception:
            return "0"